Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Eversource Energy as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,127
- +71 vs. Q1 2026
- Shares held
- 324.6M
- +11.7M (+3.7%) vs. Q1 2026
- Total value
- $23.5B
- +$1.79B (+8.3%) vs. Q1 2026
- New holders
- 155
- 477 more added
- Sold out
- 84
- 322 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Triumph Capital Management | 194 | $14.0K | 0.00% | +26+15.5% | Added |
| Financial Life Planners | 194 | $14.0K | 0.01% | +2+1.0% | Added |
| Princeton Global Asset Management LLC | 189 | $13.7K | 0.00% | +16+9.2% | Added |
| NBH Bank | 187 | $13.5K | 0.01% | +187 | New |
| Salomon & Ludwin, LLC | 187 | $13.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 185 | $13.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 181 | $13.1K | 0.00% | +12+7.1% | Added |
| UMA Financial Services, Inc. | 181 | $13.1K | 0.00% | +38+26.6% | Added |
| Atlantic Trust, LLC | 177 | $12.8K | 0.00% | +63+55.3% | Added |
| Silver Grove Financial Group, Inc. | 173 | $12.5K | 0.01% | +173 | New |
| Valley National Advisers Inc | 173 | $12.5K | 0.00% | −1−0.6% | Reduced |
| Pinnacle Bancorp, Inc. | 172 | $12.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 167 | $12.1K | 0.00% | −2−1.2% | Reduced |
| Paladin Advisory Group, LLC | 164 | $11.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 159 | $11.5K | 0.00% | +8+5.3% | Added |
| Investors Research Corp | 156 | $11.3K | 0.00% | −43−21.6% | Reduced |
| Midwest Capital Advisors, LLC | 155 | $11.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $10.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 139 | $10.0K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 136 | $9.83K | 0.00% | +64+88.9% | Added |
| MidFirst Bank | 127 | $9.18K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 126 | $9.11K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 120 | $8.67K | 0.00% | +110+1,100.0% | Added |
| Westfuller Advisors, LLC | 119 | $8.62K | 0.00% | −3−2.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 118 | $8.53K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 116 | $8.35K | 0.00% | +2+1.8% | Added |
| Cornerstone Financial Management LLC | 113 | $8.17K | 0.01% | +63+126.0% | Added |
| Joseph Group Capital Management | 112 | $8.09K | 0.00% | +35+45.5% | Added |
| Avion Wealth | 119 | $8.00K | 0.00% | +10+9.2% | Added |
| Strategic Wealth Partners, Ltd. | 110 | $7.95K | 0.00% | −6−5.2% | Reduced |
| Montgomery Financial Services LLC | 110 | $7.95K | 0.01% | +110 | New |
| Concord Wealth Partners | 108 | $7.80K | 0.00% | +108 | New |
| WealthCollab, LLC | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $7.23K | 0.00% | +100 | New |
| Ares Financial Consulting, LLC | 99 | $7.16K | 0.01% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 99 | $7.16K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 98 | $7.12K | 0.00% | −136−58.1% | Reduced |
| Kilter Group LLC | 98 | $7.08K | 0.00% | −4−3.9% | Reduced |
| Clear Street Markets LLC | 87 | $6.29K | 0.00% | +25+40.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 87 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 84 | $6.07K | 0.00% | +29+52.7% | Added |
| Stone House Investment Management, LLC | 84 | $6.07K | 0.00% | +43+104.9% | Added |
| Pin Oak Investment Advisors Inc | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 80 | $5.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 77 | $5.57K | 0.00% | −5−6.1% | Reduced |
| Raffa Wealth Management, LLC | 73 | $5.28K | 0.00% | −1−1.4% | Reduced |
| Burk Holdings LLC | 63 | $4.55K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 56 | $4.05K | 0.00% | −55−49.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 55 | $3.98K | 0.00% | +11+25.0% | Added |
| Networth Advisors, LLC | 55 | $3.98K | 0.00% | +55 | New |
| Transamerica Financial Advisors, Inc. | 53 | $3.83K | 0.00% | +21+65.6% | Added |
| Financial Consulate, Inc | 49 | $3.54K | 0.00% | −1−2.0% | Reduced |
| Rialto Wealth Management, LLC | 49 | $3.54K | 0.00% | +27+122.7% | Added |
| BOK Financial Private Wealth, Inc. | 48 | $3.47K | 0.00% | +48 | New |
| Winch Advisory Services, LLC | 45 | $3.28K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 45 | $3.25K | 0.00% | −313−87.4% | Reduced |
| Dogwood Wealth Management LLC | 45 | $3.25K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 45 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $3.04K | 0.00% | +1+2.4% | Added |
| Global Trust Asset Management, LLC | 42 | $3.04K | 0.00% | +42 | New |
| Rachor Investment Advisory Services, LLC | 41 | $2.96K | 0.00% | +1+2.5% | Added |
| Creative Capital Management Investments LLC | 38 | $2.75K | 0.00% | +38 | New |
| Provenance Wealth Advisors, LLC | 38 | $2.75K | 0.00% | +38 | New |
| Strive Financial Group ,LLC | 34 | $2.46K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $2.38K | 0.00% | −418−92.7% | Reduced |
| Crewe Advisors LLC | 33 | $2.38K | 0.00% | +2+6.5% | Added |
| PFS Partners, LLC | 31 | $2.24K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $2.17K | 0.00% | +16+114.3% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 29 | $2.10K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 29 | $2.10K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 27 | $1.99K | 0.00% | −17,351−99.8% | Reduced |
| Highland Investment Advisors LLC | 27 | $1.99K | 0.00% | +27 | New |
| Evolution Wealth Management Inc. | 27 | $1.95K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $1.59K | 0.00% | +3+15.8% | Added |
| Principia Wealth Advisory, LLC | 21 | $1.52K | 0.00% | +3+16.7% | Added |
| Planning Strategies Inc. | 21 | $1.52K | 0.00% | +21 | New |
| Wolff Wiese Magana LLC | 20 | $1.45K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $1.45K | 0.00% | +2+11.1% | Added |
| HHM Wealth Advisors, LLC | 20 | $1.45K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 19 | $1.37K | 0.00% | −48−71.6% | Reduced |
| WestEnd Advisors, LLC | 18 | $1.30K | 0.00% | +3+20.0% | Added |
| Investors Portfolio Services LLC | 18 | $1.26K | 0.00% | +2+12.5% | Added |
| Buck Wealth Strategies, LLC | 15 | $1.08K | 0.00% | +15 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −15−45.5% | Reduced |
| Phillip James Consulting Co. | 13 | $940 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $940 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $940 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 13 | $940 | 0.00% | +6+85.7% | Added |
| Vanguard Advisers Inc | 13 | $940 | 0.00% | +13 | New |
| PlanVest Financial, Inc | 12 | $867 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $795 | 0.00% | +7+175.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 10 | $731 | 0.00% | +10 | New |
| Asset Dedication, LLC | 10 | $723 | 0.00% | −708−98.6% | Reduced |