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 |
|---|---|---|---|---|---|
| Evergreen Wealth Solutions, LLC | 4,495 | $324.6K | 0.02% | +4,495 | New |
| Oxler Private Wealth LLC | 4,475 | $323.4K | 0.09% | −275−5.8% | Reduced |
| HBK Sorce Advisory LLC | 4,449 | $322.4K | 0.01% | +58+1.3% | Added |
| Avail Investment Partners, LLC | 4,448 | $321.5K | 0.25% | +4,448 | New |
| Glenview Trust Co | 4,434 | $320.4K | 0.00% | −3,007−40.4% | Reduced |
| Wedmont Private Capital | 4,231 | $316.6K | 0.01% | +653+18.3% | Added |
| Aegis Wealth Management LLC | 4,348 | $314.2K | 0.15% | −215−4.7% | Reduced |
| MBL Wealth, LLC | 4,314 | $311.8K | 0.02% | +4,314 | New |
| Meeder Asset Management Inc | 4,304 | $311.1K | 0.02% | −31,710−88.0% | Reduced |
| Sandro Wealth Management LLC | 4,297 | $310.5K | 0.22% | +1,048+32.3% | Added |
| Verity & Verity, LLC | 4,275 | $309.0K | 0.02% | −200−4.5% | Reduced |
| Stablepoint Partners, LLC | 4,274 | $308.9K | 0.04% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 4,262 | $308.0K | 0.04% | −254−5.6% | Reduced |
| Beaumont Financial Advisors, LLC | 4,256 | $307.6K | 0.02% | +25+0.6% | Added |
| Clifford Swan Investment Counsel LLC | 4,250 | $307.1K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,247 | $306.9K | 0.01% | −12−0.3% | Reduced |
| Kraematon Investment Advisors, Inc | 4,205 | $303.9K | 0.23% | +22+0.5% | Added |
| Sound Financial Strategies Group, LLC | 4,177 | $301.9K | 0.19% | +110+2.7% | Added |
| Baron Wealth Management LLC | 4,173 | $301.6K | 0.08% | +1,141+37.6% | Added |
| Gladstone Institutional Advisory LLC | 4,170 | $301.4K | 0.01% | −878−17.4% | Reduced |
| Cutler Capital Management, LLC | 4,147 | $299.7K | 0.08% | −100−2.4% | Reduced |
| Prospera Financial Services Inc | 4,140 | $299.4K | 0.00% | −256−5.8% | Reduced |
| Grimes & Company, Inc. | 4,123 | $298.0K | 0.01% | −128−3.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,111 | $297.1K | 0.03% | −30,211−88.0% | Reduced |
| Fidelis Capital Partners, LLC | 4,094 | $295.9K | 0.02% | +80+2.0% | Added |
| Procyon Private Wealth Partners, LLC | 4,065 | $293.8K | 0.01% | +10.0% | Added |
| Hamilton Capital, LLC | 4,046 | $292.4K | 0.01% | +21+0.5% | Added |
| Alan B. Lancz & Associates, Inc. | 4,033 | $291.5K | 0.25% | −1,700−29.7% | Reduced |
| Cidel Asset Management Inc | 4,031 | $291.3K | 0.01% | +201+5.2% | Added |
| Quadcap Wealth Management, LLC | 4,024 | $290.8K | 0.03% | +221+5.8% | Added |
| Stratos Wealth Partners, LTD. | 4,018 | $290.4K | 0.00% | −1,153−22.3% | Reduced |
| Brevan Howard Capital Management LP | 4,005 | $289.4K | 0.00% | −13,547−77.2% | Reduced |
| Wealthspire Advisors, LLC | 4,002 | $289.2K | 0.00% | −301−7.0% | Reduced |
| Blue Fin Capital, Inc. | 4,002 | $289.2K | 0.04% | +10.0% | Added |
| Jupiter Asset Management Ltd | 4,001 | $289.2K | 0.00% | −553,405−99.3% | Reduced |
| Viking Fund Management LLC | 4,000 | $289.1K | 0.03% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 3,971 | $287.0K | 0.03% | +3,971 | New |
| Trueblood Wealth Management, LLC | 3,970 | $286.9K | 0.10% | −35−0.9% | Reduced |
| Cadence Wealth Management LLC | 3,962 | $286.3K | 0.13% | +422+11.9% | Added |
| Chris Bulman Inc | 3,951 | $285.5K | 0.10% | +3,951 | New |
| Melfa Wealth Management, LLC | 3,941 | $284.8K | 0.15% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,906 | $282.3K | 0.01% | −33,442−89.5% | Reduced |
| Marex Group plc | 3,897 | $281.6K | 0.00% | +3,897 | New |
| Fortis Group Advisors, LLC | 3,891 | $281.2K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,889 | $281.1K | 0.01% | +3,889 | New |
| Mutual Advisors, LLC | 3,884 | $280.7K | 0.01% | +869+28.8% | Added |
| Parsons Capital Management Inc | 3,883 | $280.6K | 0.01% | +172+4.6% | Added |
| Tompkins Financial Corp | 3,875 | $280.0K | 0.02% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,873 | $279.9K | 0.01% | −80−2.0% | Reduced |
| Cozad Asset Management Inc | 3,864 | $279.3K | 0.02% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 3,836 | $277.2K | 0.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,000 | $277.1K | 0.04% | −53−1.3% | Reduced |
| Red Door Wealth Management, LLC | 3,829 | $276.7K | 0.03% | +7+0.2% | Added |
| Optas, LLC | 3,816 | $275.8K | 0.04% | +101+2.7% | Added |
| SageView Advisory Group, LLC | 3,813 | $275.5K | 0.01% | −694−15.4% | Reduced |
| Catalyst Financial Partners LLC | 3,810 | $275.3K | 0.03% | +27+0.7% | Added |
| Fifth Third Wealth Advisors LLC | 3,809 | $275.3K | 0.01% | −41−1.1% | Reduced |
| Sovran Advisors, LLC | 3,637 | $274.2K | 0.02% | +21+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,771 | $272.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,760 | $271.8K | 0.01% | −841−18.3% | Reduced |
| Cornerstone Wealth Group, LLC | 3,750 | $271.0K | 0.02% | +526+16.3% | Added |
| Atlantic Union Bankshares Corp | 3,735 | $269.9K | 0.00% | −4−0.1% | Reduced |
| Horizon Investment Services, LLC | 3,723 | $269.1K | 0.07% | +48+1.3% | Added |
| Flatrock Wealth Partners LLC | 3,719 | $268.8K | 0.11% | +3,719 | New |
| Symphony Financial, Ltd. Co. | 3,687 | $268.5K | 0.03% | +3,687 | New |
| Hantz Financial Services, Inc. | 3,563 | $268.0K | 0.00% | +87+2.5% | Added |
| Westwood Holdings Group Inc. | 3,703 | $267.6K | 0.00% | +3,703 | New |
| LifeGoal Wealth Advisors | 3,671 | $265.3K | 0.12% | +3,671 | New |
| Davenport & Co LLC | 3,670 | $265.2K | 0.00% | −13−0.4% | Reduced |
| Azimuth Capital Investment Management LLC | 3,657 | $264.3K | 0.01% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,643 | $263.3K | 0.03% | −512−12.3% | Reduced |
| Kingsview Wealth Management, LLC | 3,628 | $262.2K | 0.00% | −652−15.2% | Reduced |
| Fortis Capital Advisors, LLC | 3,582 | $258.9K | 0.03% | +3,582 | New |
| Oxford Asset Management LLP | 3,576 | $258.4K | 0.13% | +3,576 | New |
| Cigna Investments Inc | 3,567 | $258.0K | 0.03% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,564 | $257.5K | 0.00% | −378−9.6% | Reduced |
| XTX Topco Ltd | 3,529 | $255.0K | 0.00% | +372+11.8% | Added |
| Wealth Quarterback LLC | 3,526 | $254.9K | 0.08% | +240+7.3% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,525 | $254.8K | 0.00% | −517−12.8% | Reduced |
| Essex Savings Bank | 3,518 | $254.2K | 0.05% | −19−0.5% | Reduced |
| Polaris Investment Advisors, LLC | 3,516 | $254.1K | 0.16% | 00.0% | Unchanged |
| CX Institutional | 3,513 | $254.0K | 0.01% | +144+4.3% | Added |
| Axxcess Wealth Management, LLC | 3,496 | $252.7K | 0.00% | +3,496 | New |
| Frank, Rimerman Advisors LLC | 3,482 | $251.6K | 0.01% | +128+3.8% | Added |
| Root Financial Partners, LLC | 3,468 | $250.6K | 0.01% | +2,311+199.7% | Added |
| Plimoth Trust Co LLC | 3,454 | $249.6K | 0.05% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $249.5K | 0.07% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $249.4K | 0.17% | 00.0% | Unchanged |
| Central Trust Co | 3,443 | $248.8K | 0.00% | −226−6.2% | Reduced |
| PDS Planning, Inc | 3,440 | $248.6K | 0.01% | −74−2.1% | Reduced |
| PCM Encore, LLC | 3,422 | $247.3K | 0.04% | −111−3.1% | Reduced |
| Money Concepts Capital Corp | 3,408 | $246.3K | 0.01% | −1,878−35.5% | Reduced |
| Monticello Wealth Management, LLC | 3,393 | $245.2K | 0.01% | +3,393 | New |
| Platform Technology Partners | 3,323 | $240.1K | 0.04% | +396+13.5% | Added |
| Monument Capital Management | 3,322 | $240.1K | 0.05% | +239+7.8% | Added |
| Resonant Capital Advisors, LLC | 3,318 | $239.8K | 0.01% | +22+0.7% | Added |
| Summitry LLC | 3,311 | $239.3K | 0.01% | +158+5.0% | Added |
| Diversified Enterprises, LLC | 3,302 | $238.6K | 0.01% | −155−4.5% | Reduced |
| First Growth Capital LLC | 3,295 | $238.1K | 0.18% | +21+0.6% | Added |
| Thomasville National Bank | 3,266 | $236.0K | 0.01% | +3,266 | New |