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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 3,251 | $234.9K | 0.02% | +29+0.9% | Added |
| Cypress Wealth Services, LLC | 3,250 | $234.8K | 0.03% | −55−1.7% | Reduced |
| CFS Investment Advisory Services, LLC | 3,147 | $234.3K | 0.02% | +46+1.5% | Added |
| Ameritas Investment Partners, Inc. | 3,225 | $233.1K | 0.01% | −140−4.2% | Reduced |
| Cary Street Partners Financial LLC | 3,225 | $233.1K | 0.01% | −31−1.0% | Reduced |
| Curated Wealth Partners LLC | 3,208 | $231.8K | 0.03% | +3,208 | New |
| Kathmere Capital Management, LLC | 3,201 | $231.3K | 0.01% | +3,201 | New |
| FSA Advisors, Inc. | 3,179 | $229.7K | 0.11% | +3,179 | New |
| Milestone Asset Management Group, LLC | 3,161 | $228.4K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,161 | $228.4K | 0.09% | +113+3.7% | Added |
| FC Advisory LLC | 3,153 | $227.9K | 0.06% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3,131 | $226.3K | 0.05% | +1,771+130.2% | Added |
| Fiduciary Alliance LLC | 3,123 | $225.7K | 0.02% | +43+1.4% | Added |
| Savvy Advisors, Inc. | 3,121 | $225.5K | 0.00% | +3,121 | New |
| Pension & Wealth Management Advisors, Inc. | 3,115 | $225.1K | 0.06% | −22−0.7% | Reduced |
| Econ Financial Services Corp | 3,097 | $223.8K | 0.10% | +33+1.1% | Added |
| Stonebrook Private Inc. | 3,066 | $221.6K | 0.04% | +3,066 | New |
| LaSalle St. Investment Advisors, LLC | 3,059 | $221.1K | 0.03% | +3,059 | New |
| CoreCap Advisors, LLC | 3,053 | $220.6K | 0.01% | +1,006+49.1% | Added |
| Investment Advisory Group, LLC | 3,048 | $220.3K | 0.05% | +67+2.2% | Added |
| Simplex Trading, LLC | 3,044 | $220.0K | 0.01% | +3,044 | New |
| Groupama Asset Managment | 3,020 | $218.3K | 0.00% | 00.0% | Unchanged |
| Berkshire Bank | 3,008 | $217.4K | 0.04% | 00.0% | Unchanged |
| Turner Financial Group, Inc. | 3,005 | $217.2K | 0.22% | +3,005 | New |
| Family Wealth Partners, LLC | 3,005 | $217.2K | 0.07% | +3,005 | New |
| Beirne Wealth Consulting Services, LLC | 2,993 | $216.3K | 0.04% | −1,080−26.5% | Reduced |
| Agp Franklin, LLC | 2,989 | $216.0K | 0.09% | +2,989 | New |
| Family Management Corp | 2,970 | $214.6K | 0.02% | +2,970 | New |
| Interchange Capital Partners, LLC | 2,954 | $213.5K | 0.04% | +2,954 | New |
| Sowell Financial Services LLC | 2,950 | $213.2K | 0.01% | +2,950 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,634 | $211.9K | 0.06% | +1,634 | New |
| Cambient Family Office, LLC | 2,916 | $210.7K | 0.03% | +2,916 | New |
| 71 West Capital Partners | 2,914 | $210.6K | 0.01% | +2,914 | New |
| Optimize Financial Inc | 2,904 | $209.9K | 0.08% | −10−0.3% | Reduced |
| Sound Capital Solutions LLC | 2,904 | $209.9K | 0.05% | +2,904 | New |
| Exchange Bank | 2,894 | $209.1K | 0.13% | +5+0.2% | Added |
| Waterloo Capital, L.P. | 2,882 | $208.3K | 0.01% | +2,882 | New |
| Hurlow Wealth Management Group, Inc. | 2,880 | $208.1K | 0.04% | +2,880 | New |
| Focused Wealth Management, Inc | 2,875 | $207.8K | 0.02% | +2,875 | New |
| Peak Asset Management, LLC | 2,866 | $207.1K | 0.03% | +2,866 | New |
| Pinnacle West Asset Management, Inc. | 2,850 | $206.0K | 0.14% | +2,850 | New |
| D'Orazio & Associates, Inc. | 2,849 | $205.9K | 0.02% | +2,849 | New |
| Novak & Powell Financial Services, Inc. | 2,848 | $205.8K | 0.10% | +2,848 | New |
| Engineers Gate Manager LP | 2,836 | $205.0K | 0.00% | −110,485−97.5% | Reduced |
| S-Bank Fund Management Ltd | 2,830 | $204.5K | 0.03% | +2,830 | New |
| FourThought Financial Partners, LLC | 2,828 | $204.4K | 0.02% | +2,828 | New |
| RWM Asset Management, LLC | 2,838 | $203.2K | 0.03% | +2,413+567.8% | Added |
| Virtus Investment Advisers, Inc. | 2,785 | $201.3K | 0.05% | +2+0.1% | Added |
| Smartleaf Asset Management LLC | 2,724 | $201.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,682 | $193.8K | 0.11% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,625 | $189.7K | 0.00% | −414−13.6% | Reduced |
| NBT Bank N A | 2,600 | $187.9K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,485 | $179.6K | 0.00% | +2,485 | New |
| Basecamp Wealth Advisors LLC | 2,464 | $178.1K | 0.03% | +189+8.3% | Added |
| Private Wealth Asset Management, LLC | 2,458 | $177.6K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,375 | $171.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,346 | $169.5K | 0.01% | −200−7.9% | Reduced |
| TIAA Wealth Investment Management LLC | 2,321 | $168.5K | 0.00% | −12−0.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $167.4K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 2,294 | $165.8K | 0.01% | −483−17.4% | Reduced |
| Manchester Capital Management LLC | 2,286 | $165.2K | 0.02% | −84−3.5% | Reduced |
| Parkside Financial Bank & Trust | 2,246 | $162.3K | 0.01% | +78+3.6% | Added |
| Whittier Trust Co | 2,193 | $160.6K | 0.00% | −95−4.2% | Reduced |
| Bryn Mawr Trust Co | 2,070 | $149.6K | 0.00% | +20+1.0% | Added |
| Centaurus Financial, Inc. | 2,068 | $149.0K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 2,012 | $145.4K | 0.02% | +530+35.8% | Added |
| SJS Investment Consulting Inc. | 1,974 | $142.7K | 0.02% | +765+63.3% | Added |
| Hughes Financial Services, LLC | 1,861 | $134.5K | 0.02% | +22+1.2% | Added |
| Cornerstone Planning Group LLC | 1,771 | $131.8K | 0.02% | +3+0.2% | Added |
| Geneos Wealth Management Inc. | 1,823 | $131.8K | 0.00% | +1,492+450.8% | Added |
| Cape Investment Advisory, Inc. | 1,769 | $127.8K | 0.03% | +1,769 | New |
| Spire Wealth Management | 1,728 | $124.9K | 0.00% | −2,781−61.7% | Reduced |
| Trust Co of Vermont | 1,693 | $122.4K | 0.00% | +1,693 | New |
| Smithfield Trust Co | 1,673 | $121.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,579 | $114.1K | 0.01% | −108−6.4% | Reduced |
| Massmutual Trust Co FSB | 1,570 | $113.5K | 0.00% | −24−1.5% | Reduced |
| Robbins Farley LLC | 1,569 | $113.4K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,511 | $109.2K | 0.00% | −340−18.4% | Reduced |
| Vision Financial Markets LLC | 1,506 | $108.8K | 0.09% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,488 | $107.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,455 | $105.2K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,447 | $104.6K | 0.00% | +4+0.3% | Added |
| Flagship Wealth Advisors, LLC | 1,441 | $104.1K | 0.02% | 00.0% | Unchanged |
| Havemeyer Place LP | 1,440 | $104.1K | 0.01% | +1,440 | New |
| Y.D. More Investments Ltd | 1,415 | $102.3K | 0.00% | +50+3.7% | Added |
| Medallion Wealth Advisors, LLC | 1,389 | $100.5K | 0.03% | −1,239−47.1% | Reduced |
| Addison Advisors LLC | 1,361 | $98.4K | 0.05% | −2,101−60.7% | Reduced |
| GoalVest Advisory LLC | 1,347 | $97.3K | 0.02% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 1,300 | $94.0K | 0.09% | +500+62.5% | Added |
| Holos Integrated Wealth LLC | 1,249 | $93.4K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,286 | $92.9K | 0.03% | −96−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 1,280 | $92.5K | 0.00% | −373−22.6% | Reduced |
| Bogart Wealth, LLC | 1,195 | $86.4K | 0.00% | +184+18.2% | Added |
| Zions Bancorporation, National Association | 1,151 | $83.2K | 0.00% | −55−4.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,109 | $82.9K | 0.00% | −1−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,129 | $81.6K | 0.01% | −12−1.1% | Reduced |
| Cromwell Holdings LLC | 1,086 | $78.5K | 0.04% | +33+3.1% | Added |
| First Community Trust NA | 1,080 | $78.1K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,041 | $75.2K | 0.01% | +862+481.6% | Added |
| Onefund, LLC | 1,023 | $73.9K | 0.04% | −7−0.7% | Reduced |