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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 10,832 | $782.8K | 0.01% | +3,860+55.4% | Added |
| Ci Investments Inc. | 10,799 | $780.4K | 0.00% | +10,799 | New |
| Resources Investment Advisors, LLC. | 10,734 | $775.8K | 0.01% | +35+0.3% | Added |
| Claro Advisors LLC | 10,661 | $770.5K | 0.08% | +1,024+10.6% | Added |
| Kiker Wealth Management, LLC | 10,544 | $762.0K | 0.30% | +10,544 | New |
| Kera Capital Partners, Inc. | 10,523 | $760.5K | 0.07% | +2,876+37.6% | Added |
| WBI Investments | 10,481 | $757.5K | 0.19% | +119+1.1% | Added |
| TCG Advisory Services, LLC | 10,425 | $753.4K | 0.01% | +1,664+19.0% | Added |
| Independent Advisor Alliance | 10,415 | $752.7K | 0.02% | +209+2.0% | Added |
| MONECO Advisors, LLC | 10,388 | $750.7K | 0.05% | +997+10.6% | Added |
| Securian Asset Management, Inc | 9,987 | $745.2K | 0.03% | −100−1.0% | Reduced |
| Panagora Asset Management Inc | 10,289 | $743.6K | 0.00% | −368−3.5% | Reduced |
| Gsa Capital Partners LLP | 10,093 | $729.0K | 0.05% | +5,886+139.9% | Added |
| STRS Ohio | 9,982 | $721.4K | 0.00% | +1,000+11.1% | Added |
| Partners Capital Investment Group, LLP | 9,929 | $717.6K | 0.03% | +4,002+67.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,838 | $711.0K | 0.04% | +170+1.8% | Added |
| Steel Peak Wealth Management LLC | 9,798 | $708.1K | 0.02% | +9,798 | New |
| Daymark Wealth Partners, LLC | 9,745 | $704.3K | 0.02% | +1,554+19.0% | Added |
| Csenge Advisory Group | 9,724 | $702.7K | 0.03% | −163−1.6% | Reduced |
| West Family Investments, Inc. | 9,717 | $702.2K | 0.20% | +9,717 | New |
| Flagship Harbor Advisors, LLC | 9,661 | $698.2K | 0.03% | −1,236−11.3% | Reduced |
| BetterWealth, LLC | 9,502 | $686.7K | 0.12% | +30.0% | Added |
| Kepler Cheuvreux (Suisse) SA | 9,498 | $686.4K | 0.04% | +9,498 | New |
| Abel Hall, LLC | 9,428 | $681.4K | 0.12% | −118−1.2% | Reduced |
| ORG Wealth Partners, LLC | 9,397 | $679.1K | 0.10% | +99+1.1% | Added |
| First Manhattan Co | 9,396 | $679.0K | 0.00% | 00.0% | Unchanged |
| Holderness Investments Co | 9,335 | $674.6K | 0.11% | +818+9.6% | Added |
| Live Oak Private Wealth LLC | 9,265 | $669.6K | 0.08% | 00.0% | Unchanged |
| Tableaux LLC | 9,218 | $666.2K | 0.28% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 9,190 | $664.1K | 0.30% | +352+4.0% | Added |
| V-Square Quantitative Management LLC | 9,185 | $663.8K | 0.06% | −87−0.9% | Reduced |
| VestGen Advisors, LLC | 9,164 | $662.3K | 0.02% | +679+8.0% | Added |
| Central Pacific Bank - Trust Division | 9,142 | $660.7K | 0.07% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 9,075 | $655.8K | 0.01% | +38+0.4% | Added |
| Inscription Capital, LLC | 8,990 | $649.7K | 0.06% | +236+2.7% | Added |
| Frec Markets, Inc. | 8,972 | $648.4K | 0.06% | +8,972 | New |
| Paradigm Financial Partners, LLC | 8,963 | $647.8K | 0.06% | −299−3.2% | Reduced |
| Armstrong Advisory Group, Inc | 8,870 | $641.0K | 0.04% | +17+0.2% | Added |
| New England Capital Financial Advisors LLC | 8,865 | $640.7K | 0.15% | +11+0.1% | Added |
| Creative Financial Designs Inc | 8,852 | $639.8K | 0.03% | +128+1.5% | Added |
| Kovitz Investment Group Partners, LLC | 8,839 | $638.8K | 0.01% | +11+0.1% | Added |
| Global X Japan Co., Ltd. | 8,832 | $638.3K | 0.02% | +411+4.9% | Added |
| Federated Hermes, Inc. | 8,825 | $637.8K | 0.00% | +277+3.2% | Added |
| We Are One Seven, LLC | 8,733 | $631.1K | 0.01% | +640+7.9% | Added |
| Voya Financial Advisors, Inc. | 8,540 | $629.9K | 0.06% | −446−5.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 8,679 | $627.2K | 0.02% | −1,509−14.8% | Reduced |
| QTR Family Wealth, LLC | 8,593 | $621.0K | 0.22% | +4,290+99.7% | Added |
| Silver Oak Securities, Inc | 8,587 | $620.6K | 0.04% | +718+9.1% | Added |
| Balyasny Asset Management LLC | 8,536 | $616.9K | 0.00% | +2,936+52.4% | Added |
| Sentinus, LLC | 8,512 | $615.2K | 0.05% | +3,982+87.9% | Added |
| Vista Investment Partners LLC | 8,482 | $613.0K | 0.15% | −30.0% | Reduced |
| Greenleaf Trust | 8,467 | $611.9K | 0.01% | −216−2.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,357 | $604.0K | 0.02% | −40−0.5% | Reduced |
| Anchor Bay Capital, Inc. | 8,421 | $599.3K | 0.32% | +8,421 | New |
| Valmark Advisers, Inc. | 8,291 | $599.2K | 0.01% | −84−1.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 8,281 | $598.5K | 0.05% | +4,370+111.7% | Added |
| Coldstream Capital Management Inc | 8,265 | $597.3K | 0.01% | −2,240−21.3% | Reduced |
| Wedbush Securities Inc | 8,239 | $595.0K | 0.02% | +1,799+27.9% | Added |
| Evergreen Capital Management LLC | 8,149 | $588.9K | 0.01% | −1,346−14.2% | Reduced |
| RSM US Wealth Management LLC | 8,144 | $588.7K | 0.01% | +147+1.8% | Added |
| Baker Ellis Asset Management LLC | 8,107 | $585.9K | 0.06% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 8,060 | $582.5K | 0.04% | +8,060 | New |
| Caerus Investment Advisors, LLC | 7,907 | $571.4K | 0.19% | +4,708+147.2% | Added |
| Axq Capital, LP | 7,899 | $570.9K | 0.06% | +7,899 | New |
| Martingale Asset Management L P | 7,841 | $566.7K | 0.01% | −91−1.1% | Reduced |
| Sym Financial Corp | 7,813 | $564.6K | 0.05% | +7,813 | New |
| Hilltop Holdings Inc. | 7,791 | $563.0K | 0.05% | −215−2.7% | Reduced |
| Amica Mutual Insurance Co | 7,745 | $560.0K | 0.05% | −2,185−22.0% | Reduced |
| Inceptionr LLC | 7,720 | $557.9K | 0.14% | −11,626−60.1% | Reduced |
| KCM Investment Advisors LLC | 7,713 | $557.4K | 0.02% | −29−0.4% | Reduced |
| Tema ETFs LLC | 7,668 | $554.2K | 0.02% | +725+10.4% | Added |
| Brinker Capital Investments, LLC | 7,620 | $550.7K | 0.00% | −788−9.4% | Reduced |
| Crestwood Advisors Group LLC | 7,608 | $549.8K | 0.01% | +907+13.5% | Added |
| Bahl & Gaynor Inc | 7,598 | $549.1K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 7,576 | $547.5K | 0.01% | −180−2.3% | Reduced |
| Valley Brook Capital Group | 7,528 | $544.0K | 0.31% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,490 | $541.3K | 0.02% | −627−7.7% | Reduced |
| Bank & Trust Co | 7,459 | $539.1K | 0.34% | +149+2.0% | Added |
| Keynote Financial Services LLC | 7,454 | $538.7K | 0.25% | −260−3.4% | Reduced |
| Connecticut Wealth Management, LLC | 7,436 | $537.4K | 0.02% | −380−4.9% | Reduced |
| Old North State Wealth Management, LLC | 7,399 | $535.1K | 0.23% | +761+11.5% | Added |
| Sentinel Pension Advisors Inc | 7,089 | $529.0K | 0.07% | +10.0% | Added |
| Huntington National Bank | 7,279 | $526.1K | 0.00% | −635−8.0% | Reduced |
| Seeds Investor LLC | 7,257 | $524.5K | 0.05% | −117−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 7,243 | $523.4K | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 7,186 | $519.3K | 0.03% | −242−3.3% | Reduced |
| Ellevest, Inc. | 7,150 | $518.7K | 0.06% | −1,338−15.8% | Reduced |
| Fisher Asset Management, LLC | 7,128 | $515.1K | 0.00% | +1,704+31.4% | Added |
| Advisors Capital Management, LLC | 7,084 | $512.0K | 0.01% | +870+14.0% | Added |
| Leslie Global Wealth, LLC | 7,029 | $508.0K | 0.20% | +1,181+20.2% | Added |
| Aprio Wealth Management, LLC | 7,003 | $506.1K | 0.03% | +514+7.9% | Added |
| Sachetta, LLC | 6,977 | $504.2K | 0.25% | −63−0.9% | Reduced |
| Rockland Trust Co | 6,936 | $501.3K | 0.02% | +768+12.5% | Added |
| Demars Financial Group, LLC | 6,906 | $499.1K | 0.14% | +6,906 | New |
| Drucker Wealth 3.0, LLC | 6,845 | $494.7K | 0.08% | −372−5.2% | Reduced |
| Ritholtz Wealth Management | 6,845 | $494.7K | 0.01% | +6,845 | New |
| Brown Advisory Inc | 6,802 | $491.6K | 0.00% | −2,755−28.8% | Reduced |
| Charter Trust Co | 6,780 | $490.0K | 0.03% | +2,755+68.4% | Added |
| Avidian Wealth Solutions, LLC | 6,690 | $483.5K | 0.01% | +146+2.2% | Added |
| Brasada Capital Management, LP | 6,688 | $483.3K | 0.09% | +173+2.7% | Added |