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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 6,656 | $481.0K | 0.01% | +507+8.2% | Added |
| Cape Cod Five Cents Savings Bank | 6,630 | $479.1K | 0.04% | +6,630 | New |
| Proficio Capital Partners LLC | 6,625 | $478.8K | 0.02% | +6,625 | New |
| Perigon Wealth Management, LLC | 6,618 | $478.2K | 0.01% | +457+7.4% | Added |
| Advisory Solutions Group, LLC | 6,596 | $476.7K | 0.16% | +6,596 | New |
| Atomi Financial Group, Inc. | 6,537 | $472.4K | 0.01% | +322+5.2% | Added |
| Premier Path Wealth Partners, LLC | 6,493 | $469.2K | 0.05% | +796+14.0% | Added |
| Camden Capital, LLC | 6,445 | $465.8K | 0.02% | +517+8.7% | Added |
| Contravisory Investment Management, Inc. | 6,374 | $460.6K | 0.08% | −965−13.1% | Reduced |
| Erste Asset Management GmbH | 6,200 | $457.4K | 0.00% | +6,200 | New |
| Allegiance Financial Group Advisory Services LLC | 6,315 | $456.4K | 0.08% | +6,315 | New |
| TCW Group Inc | 6,313 | $456.2K | 0.00% | +110+1.8% | Added |
| Huber Capital Management LLC | 6,273 | $453.4K | 0.07% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,247 | $451.0K | 0.02% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 6,234 | $450.5K | 0.06% | +6,234 | New |
| Welch & Forbes LLC | 6,203 | $448.3K | 0.01% | −95−1.5% | Reduced |
| Turning Point Benefit Group, Inc. | 6,178 | $446.4K | 0.19% | +838+15.7% | Added |
| Destination Wealth Management | 6,174 | $446.2K | 0.01% | +540+9.6% | Added |
| Savior LLC | 6,150 | $444.5K | 1.27% | 00.0% | Unchanged |
| Washington Trust Co | 6,115 | $441.9K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 6,097 | $440.6K | 0.00% | −16,099−72.5% | Reduced |
| Riversedge Advisors, LLC | 6,081 | $439.5K | 0.06% | +6,081 | New |
| Fiduciary Financial Group, LLC | 6,068 | $438.5K | 0.05% | +203+3.5% | Added |
| Alchemi Wealth, LLC | 6,044 | $436.9K | 0.20% | −299−4.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 6,044 | $436.8K | 0.25% | +1,916+46.4% | Added |
| Welch Group, LLC | 6,023 | $435.3K | 0.01% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,805 | $433.9K | 0.01% | +119+2.1% | Added |
| Modera Wealth Management, LLC | 5,986 | $432.6K | 0.00% | +10.0% | Added |
| Regions Financial Corp | 5,978 | $432.0K | 0.00% | −2,808−32.0% | Reduced |
| Bessemer Group Inc | 5,989 | $432.0K | 0.00% | +475+8.6% | Added |
| Fiduciary Trust Co | 5,867 | $424.0K | 0.00% | +258+4.6% | Added |
| Capstone Wealth Management, LLC | 5,851 | $422.9K | 0.20% | +5,851 | New |
| Financial Engines Advisors L.L.C. | 5,849 | $422.7K | 0.00% | +2,460+72.6% | Added |
| Advisor OS, LLC | 5,804 | $419.4K | 0.03% | +16+0.3% | Added |
| Pensionmark Financial Group, LLC | 5,972 | $418.7K | 0.01% | −1,492−20.0% | Reduced |
| FIL Ltd | 5,754 | $415.8K | 0.00% | +3,145+120.5% | Added |
| Snowden Capital Advisors LLC | 5,742 | $415.0K | 0.01% | −531−8.5% | Reduced |
| Continuum Advisory, LLC | 5,739 | $414.8K | 0.03% | +198+3.6% | Added |
| Oslo Pensjonsforsikring AS | 5,734 | $414.4K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 5,727 | $413.9K | 0.19% | +2,659+86.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,679 | $410.4K | 0.01% | −70,450−92.5% | Reduced |
| Kelly Financial Group LLC | 5,676 | $410.2K | 0.09% | +39+0.7% | Added |
| Ballentine Partners, LLC | 5,676 | $410.2K | 0.01% | −2,739−32.5% | Reduced |
| Abundance Wealth Counselors | 5,652 | $408.5K | 0.03% | +5,652 | New |
| IHT Wealth Management, LLC | 5,641 | $407.7K | 0.01% | −574−9.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,573 | $402.8K | 0.02% | +5,573 | New |
| Gateway Investment Advisers LLC | 5,571 | $402.6K | 0.00% | +860+18.3% | Added |
| Chatham Capital Group, Inc. | 5,564 | $402.1K | 0.05% | −2,117−27.6% | Reduced |
| Core Capital Management & Research, inc. | 5,704 | $400.5K | 0.21% | +5,704 | New |
| NorthRock Partners, LLC | 5,538 | $400.3K | 0.01% | −8−0.1% | Reduced |
| Mainsail Asset Management, LLC | 5,333 | $397.9K | 0.16% | +5,333 | New |
| Versant Capital Management, Inc | 5,469 | $395.2K | 0.04% | +550+11.2% | Added |
| Alpha Family Trust | 5,440 | $393.1K | 0.16% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $392.9K | 0.16% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 5,436 | $392.9K | 0.06% | +5,436 | New |
| Aptus Capital Advisors, LLC | 5,435 | $392.8K | 0.00% | +802+17.3% | Added |
| Meeder Advisory Services, Inc. | 5,406 | $390.7K | 0.01% | −250−4.4% | Reduced |
| Sagespring Wealth Partners, LLC | 5,398 | $390.1K | 0.01% | +550+11.3% | Added |
| International Private Wealth Advisors LLC | 5,373 | $388.3K | 0.20% | +77+1.5% | Added |
| Anchor Capital Advisors LLC | 5,366 | $387.8K | 0.01% | −1,298−19.5% | Reduced |
| Nomura Asset Management International Inc. | 5,359 | $387.0K | 0.00% | +5,359 | New |
| Cornerstone Wealth Management, LLC | 5,355 | $387.0K | 0.02% | +5,355 | New |
| Sagewood Asset Management LP | 5,346 | $386.4K | 0.09% | +5,346 | New |
| Mather Group, LLC. | 5,293 | $382.5K | 0.00% | +5+0.1% | Added |
| Clearstead Advisors, LLC | 5,256 | $379.9K | 0.00% | +1,240+30.9% | Added |
| Boothbay Fund Management, LLC | 5,249 | $379.3K | 0.01% | −3,676−41.2% | Reduced |
| Compass Financial Management LLC | 5,244 | $379.0K | 0.05% | +5,244 | New |
| Tocqueville Asset Management L.P. | 5,200 | $375.8K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 5,195 | $375.4K | 0.00% | +5,195 | New |
| Callan Family Office, LLC | 5,191 | $375.2K | 0.01% | +15+0.3% | Added |
| Visionary Horizons, LLC | 5,167 | $373.5K | 0.16% | −4,885−48.6% | Reduced |
| Checchi Capital Advisers, LLC | 5,152 | $372.3K | 0.02% | +665+14.8% | Added |
| Banque Cantonale Vaudoise | 5,151 | $372.0K | 0.01% | +1,295+33.6% | Added |
| Americana Partners, LLC | 4,984 | $360.2K | 0.01% | +4,984 | New |
| Retirement Planning Co of New England, Inc. | 4,977 | $359.7K | 0.13% | −107−2.1% | Reduced |
| Gen-Wealth Partners Inc | 4,922 | $355.7K | 0.10% | −464−8.6% | Reduced |
| Spinnaker Trust | 4,915 | $355.2K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 4,915 | $355.2K | 0.20% | +252+5.4% | Added |
| Stoneridge Investment Partners LLC | 4,960 | $355.0K | 0.23% | +4,960 | New |
| Watershed Asset Management, L.L.C. | 4,907 | $354.6K | 0.32% | −940−16.1% | Reduced |
| LGT Group Foundation | 4,867 | $351.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4,862 | $351.4K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4,838 | $349.6K | 0.00% | +75+1.6% | Added |
| MJP Associates Inc | 4,771 | $344.8K | 0.04% | −11−0.2% | Reduced |
| Northwest Wealth Management, LLC | 4,762 | $344.1K | 0.05% | +4,762 | New |
| Elevated Capital Advisors, LLC | 4,742 | $342.7K | 0.09% | −5,550−53.9% | Reduced |
| Nwam LLC | 4,734 | $342.1K | 0.02% | −98−2.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,723 | $341.3K | 0.02% | +4,723 | New |
| Clear Harbor Asset Management, LLC | 4,720 | $341.1K | 0.02% | −35−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 4,695 | $339.3K | 0.04% | +4,695 | New |
| Sax Wealth Advisors, LLC | 4,842 | $335.5K | 0.01% | +4,842 | New |
| Pinnacle Financial Partners, Inc. | 4,616 | $333.6K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 4,604 | $332.7K | 0.06% | +4,604 | New |
| Investment Research Partners LLC | 4,550 | $328.8K | 0.11% | +4,550 | New |
| Sterling Investment Counsel, LLC | 4,549 | $328.8K | 0.08% | −43−0.9% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $328.3K | 0.11% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 4,538 | $328.0K | 0.02% | +3,226+245.9% | Added |
| Tower Research Capital LLC (TRC) | 4,526 | $327.1K | 0.01% | −7,050−60.9% | Reduced |
| Parallel Advisors, LLC | 4,524 | $327.0K | 0.00% | +100+2.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,518 | $326.5K | 0.04% | −494−9.9% | Reduced |