Skip to content

ES EVERSOURCE ENERGY

Follow

Stock (common), issuer CIK 72741

912 managers (935 13F filers) reported a position in ES shares at 2025-06-30, 311,662,422 shares in all. 118 filers opened a position and 79 filers sold out during the quarter.

Managers
912
13F filers
935
New
118
Added
384
Reduced
273
Sold out
79
Shares held by filers
311,662,422

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WILKINS INVESTMENT COUNSEL INC12,595$801K0.11%013F-HRTimeline
Empirical Finance, LLC12,427$791K0.04%+8813F-HRTimeline
OMERS ADMINISTRATION Corp12,143$773K0.01%013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.12,112$771K0.03%+1,04013F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…11,951$760K0.03%13F-HRTimeline
Versor Investments LP11,909$758K0.13%+8,65413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,816$752K<0.01%+1,69913F-HR/ATimelineGroup
FOX RUN MANAGEMENT, L.L.C.11,770$749K0.12%new13F-HRTimeline
Allworth Financial LP11,755$748K<0.01%+2,40913F-HRTimeline
SIGNATUREFD, LLC11,750$748K0.01%-1,30713F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY11,704$745K0.02%+63413F-HRTimeline
OSSIAM11,602$738K0.01%-9,86413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,588$737K0.01%+1,94613F-HRTimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP11,462$729K0.03%new13F-HRTimeline
Vise Technologies, Inc.11,433$727K0.03%13F-HRTimeline
NAVELLIER & ASSOCIATES INC11,343$722K0.09%+1313F-HRTimeline
Sound Financial Strategies Group, LLC11,330$721K0.61%new13F-HRTimeline
San Luis Wealth Advisors LLC11,216$714K0.15%+6713F-HRTimeline
Voleon Capital Management LP11,126$708K0.04%-89613F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC11,085$705K0.16%new13F-HRTimeline
Prosperity Consulting Group, LLC11,011$701K0.05%-91513F-HRTimeline
Centerpoint Advisors, LLC10,983$699K0.24%013F-HRTimeline
Independent Advisor Alliance10,968$698K0.02%+6413F-HRTimeline
SlateStone Wealth, LLC10,806$687K0.06%013F-HRTimeline
Modern Wealth Management, LLC10,710$681K0.02%+35813F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.10,476$667K0.01%-36713F-HRTimeline
CBRE INVESTMENT MANAGEMENT LISTED REAL …10,238$651K0.01%-2,47113F-HRTimeline
V-Square Quantitative Management LLC10,185$648K0.09%+38213F-HRTimeline
Global X Japan Co., Ltd.10,182$648K0.07%-56813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,123$644K<0.01%+1,55113F-HR/ATimelineGroup
Patriot Financial Group Insurance Agenc…10,087$642K0.07%+6813F-HRTimeline
GAMMA Investing LLC10,068$641K0.04%+3,23713F-HRTimeline
Orion Porfolio Solutions, LLC9,983$635K0.01%+4,75513F-HR/ATimeline
AMICA MUTUAL INSURANCE CO9,930$632K0.06%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP9,886$629K<0.01%+1813F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC9,879$629K<0.01%+2913F-HR/ATimelineGroup
Trivium Point Advisory, LLC9,859$627K0.07%-35913F-HRTimeline
Merit Financial Group, LLC9,817$625K0.01%+1,57413F-HRTimeline
Claro Advisors Inc.9,701$617K0.1%+34713F-HRTimeline
GeoWealth Management, LLC9,617$612K0.02%new13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC9,590$610K0.02%-6,97413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,574$609K0.01%-6,52013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,449$601K0.04%+67513F-HRTimelineGroup
Heritage Financial Services, LLC9,432$600K0.06%013F-HRTimeline
FIRST MANHATTAN CO. LLC.9,382$597K<0.01%013F-HRTimeline
Accurate Wealth Management, LLC9,028$597K0.09%-88213F-HRTimeline
Fisher Asset Management, LLC9,324$593K<0.01%+3,20213F-HRTimeline
My Legacy Advisors, LLC8,896$588K0.21%+46013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT9,255$588K0.01%new13F-HRTimeline
TABLEAUX LLC9,218$586K0.34%013F-HR/ATimeline
GREENLEAF TRUST9,208$586K0.01%-1,83713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,178$584K0.02%-98913F-HRTimeline
NorthRock Partners, LLC9,155$582K0.02%+87213F-HR/ATimeline
Live Oak Private Wealth LLC9,148$582K0.09%-8213F-HRTimeline
Central Pacific Bank - Trust Division9,000$573K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,993$572K0.04%-3,09413F-HRTimeline
Mesirow Financial Investment Management…8,989$572K0.01%-8,83713F-HRTimeline
Investment Management Corp of Ontario8,963$570K0.01%-1,40013F-HRTimeline
New England Capital Financial Advisors …8,866$564K0.26%+2613F-HRTimeline
Bahl & Gaynor LLC8,780$559K<0.01%-66713F-HRTimeline
Finer Wealth Management, Inc.8,712$554K0.3%013F-HRTimeline
Valmark Advisers, Inc.8,707$554K0.01%-813F-HRTimeline
Howard Capital Management, LLC8,693$553K0.01%+86313F-HRTimeline
Scientech Research LLC8,671$552K0.13%new13F-HRTimeline
Cubist Systematic Strategies, LLC8,652$550K0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC8,656$550K0.01%+8,13313F-HRTimeline
Glenview Trust Co8,588$546K0.01%+1113F-HRTimeline
Beacon Pointe Advisors, LLC8,555$544K0.01%-9913F-HRTimeline
Revisor Wealth Management LLC8,205$542K0.2%+4,23813F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC8,459$538K0.36%+93313F-HRTimeline
Baker Ellis Asset Management LLC8,457$538K0.07%+36013F-HRTimeline
Abel Hall, LLC8,423$536K0.25%+1,02813F-HRTimeline
Prime Capital Investment Advisors, LLC8,396$534K0.01%-74613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,330$530K<0.01%-58913F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK7,668$522K0.05%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.8,142$518K0.04%+1,65013F-HRTimeline
Centennial Wealth Advisory LLC8,046$512K0.16%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,044$512K0.01%+23813F-HRTimeline
Gen-Wealth Partners Inc8,007$509K0.2%+1513F-HRTimeline
CW Advisors, LLC7,988$508K<0.01%+2,00813F-HRTimeline
CHATHAM CAPITAL GROUP, INC.7,981$508K0.08%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,933$505K<0.01%+34913F-HRTimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.7,826$498K0.1%new13F-HRTimeline
Connecticut Wealth Management, LLC7,816$497K0.02%+1,68113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,791$496K0.01%-913F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…7,760$494K0.02%+37513F-HRTimelineGroup
EVERETT HARRIS & CO /CA/7,700$490K0.01%013F-HRTimeline
MONECO ADVISORS, LLC7,685$489K0.05%+3813F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…7,545$487K0.12%+5,16713F-HRTimelineGroup
Huber Capital Management LLC7,629$485K0.08%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC7,577$482K0.21%+3,53113F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.7,545$480K0.09%new13F-HRTimeline
Valley Brook Capital Group, Inc.7,528$479K0.36%013F-HRTimeline
Global Retirement Partners, LLC7,501$477K0.01%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,490$477K0.03%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC7,449$474K0.02%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC7,344$467K0.01%+7213F-HRTimeline
AIA Group Ltdin group AIA Group Ltd7,285$463K0.01%new13F-HRTimelineGroup
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,266$462K0.17%+1913F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC7,098$452K0.02%+8713F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,084$451K<0.01%+40713F-HRTimelineGroup
Old North State Wealth Management, LLC7,076$451K0.23%+26313F-HRTimeline
Snowden Capital Advisors LLC7,012$446K0.01%+2,60013F-HRTimeline
Csenge Advisory Group6,864$445K0.02%-2813F-HRTimeline
Belpointe Asset Management LLC6,909$440K0.02%-8413F-HRTimeline
Welch & Forbes LLC6,908$439K0.01%-25013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG6,882$438K0.01%+8013F-HRTimelineGroup
Blueshift Asset Management, LLC6,853$436K0.13%-3,42613F-HRTimeline
Sachetta, LLC6,788$432K0.17%+2713F-HRTimeline
Leslie Global Wealth, LLC6,593$419K0.22%+3513F-HRTimeline
ROCKLAND TRUST CO6,568$418K0.02%-90013F-HRTimeline
AlphaStar Capital Management, LLC6,560$417K0.03%new13F-HRTimeline
Verity & Verity, LLC6,529$415K0.04%+19713F-HRTimeline
SEEDS INVESTOR LLC6,505$414K0.1%+2013F-HRTimeline
Aptus Capital Advisors, LLC6,471$412K<0.01%-31813F-HRTimeline
Vinva Investment Management Ltd6,395$405K0.01%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.6,360$405K0.02%-1,74113F-HRTimelineGroup
Quarry LP6,351$404K0.09%+4,30113F-HRTimeline
Callan Family Office, LLC6,341$403K0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC6,179$393K0.02%+17613F-HRTimeline
AlphaCore Capital LLC6,166$392K0.01%new13F-HRTimeline
Savior LLC6,150$391K2.12%013F-HRTimeline
Modera Wealth Management, LLC6,120$389K<0.01%+5713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,995$382K<0.01%-97613F-HRTimelineGroup
WASHINGTON TRUST Co5,985$381K0.01%+3,57513F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,985$381K0.01%+4313F-HRTimeline
Welch Group, LLC5,936$378K0.02%013F-HRTimeline
Fieldview Capital Management, LLC5,911$376K0.06%new13F-HRTimeline
CIBC WORLD MARKET INC.5,897$375K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC5,894$375K0.05%+6013F-HRTimeline
CHOREO, LLC5,858$373K0.01%+2713F-HRTimeline
Groupe la Francaisein group Groupe la Francaise5,834$371K0.01%new13F-HRTimelineGroup
Midwest Professional Planners, LTD.5,777$368K0.1%-1413F-HRTimeline
Horizon Investments, LLC5,769$367K0.01%+50713F-HRTimeline
KELLY FINANCIAL GROUP LLC5,769$367K0.11%+4513F-HRTimeline
McIlrath & Eck, LLC5,656$360K0.04%+13713F-HRTimeline
Ballentine Partners, LLC5,602$356K0.01%-33213F-HRTimeline
Compound Planning, Inc.5,585$355K0.01%-37113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,493$349K0.03%-20113F-HRTimelineGroup
Beaumont Financial Advisors, LLC5,472$348K0.03%+83313F-HRTimeline
Thrive Wealth Management, LLC5,445$346K0.06%+18913F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,440$346K0.17%013F-HRTimelineGroup
American State Bank (Iowa)5,436$346K0.19%013F-HRTimeline
Wealthspire Advisors, LLC5,404$344K<0.01%-27013F-HRTimeline
HBK Sorce Advisory LLC5,291$337K0.01%-14313F-HRTimeline
Advisors Capital Management, LLC5,278$336K<0.01%-14213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,130$331K0.06%+60513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,194$330K0.01%+78613F-HRTimeline
OXFORD ASSET MANAGEMENT LLP5,065$322K0.11%new13F-HRTimeline
IHT Wealth Management, LLC5,052$321K0.01%+79513F-HRTimeline
International Private Wealth Advisors L…5,014$319K0.27%new13F-HRTimeline
Addison Advisors LLC5,007$319K0.08%+4,79413F-HRTimeline
Wells Trecaso Financial Group, LLC4,972$316K0.1%013F-HRTimeline
SPINNAKER TRUST4,915$313K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,892$311K0.04%new13F-HRTimeline
NWAM LLC4,713$310K0.02%-2,07013F-HR/ATimeline
CWA Asset Management Group, LLC4,854$309K0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,737$309K0.01%+89513F-HRTimeline
MJP ASSOCIATES INC /ADV4,840$308K0.05%+5113F-HRTimeline
PFG Advisors4,776$304K0.01%new13F-HRTimeline
Prossimo Advisors, LLC4,756$303K0.24%-84413F-HRTimeline
Wilmington Savings Fund Society, FSB4,746$302K0.01%-29013F-HRTimeline
Destination Wealth Management4,719$300K0.01%-11713F-HRTimeline
Bayforest Capital Ltd4,642$295K0.13%new13F-HRTimeline
Coastal Bridge Advisors, LLC4,621$294K0.02%-34413F-HRTimeline
Oxler Private Wealth LLC4,620$294K0.09%+213F-HRTimeline
MGO ONE SEVEN LLC4,586$292K0.01%new13F-HRTimeline
MATHER GROUP, LLC.4,578$291K<0.01%+1,28713F-HRTimeline
Trueblood Wealth Management, LLC4,565$290K0.12%+313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC4,560$290K0.02%-1,97013F-HRTimeline
Shore Point Advisors, LLC4,542$289K0.14%013F-HRTimeline
Clarius Group, LLC4,541$289K0.02%-34213F-HRTimeline
Gladstone Institutional Advisory LLC4,521$288K0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.4,512$287K0.05%+113F-HRTimeline
Farther Finance Advisors, LLC4,499$286K0.01%-12413F-HRTimeline
SYNOVUS FINANCIAL CORP4,447$283K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,427$282K0.01%-17,27513F-HRTimelineGroup
GRACE & WHITE INC /NY4,418$281K0.05%013F-HRTimeline
Turning Point Benefit Group, Inc.4,407$280K0.21%new13F-HRTimeline
Prospera Financial Services Inc4,401$280K0.01%+58913F-HRTimeline
Canada Post Corp Registered Pension Plan4,390$279K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC4,353$277K0.01%-32313F-HRTimeline
Impact Capital Partners LLC4,334$276K0.09%+1313F-HRTimeline
Chicago Partners Investment Group LLC4,146$275K0.01%+90113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,325$275K0.02%-14013F-HRTimelineGroup
Stablepoint Partners, LLC4,324$275K0.05%013F-HRTimeline
HighPoint Advisor Group LLC4,312$274K0.01%-9513F-HRTimeline
Retirement Planning Co of New England, …4,278$272K0.12%+8813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,255$271K0.01%+513F-HRTimeline
Blue Fin Capital, Inc.4,231$269K0.05%-1,45013F-HRTimeline
HOLDERNESS INVESTMENTS CO4,222$269K0.06%new13F-HRTimeline
MBB PUBLIC MARKETS I LLC4,217$268K0.03%-96413F-HRTimeline
OPTIMIZE FINANCIAL INC.4,215$268K0.16%-3013F-HRTimeline
Apella Capital, LLC4,152$267K0.01%+7313F-HRTimeline
Graypoint LLC4,174$266K0.01%+11813F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…4,171$265K0.01%013F-HR/ATimeline
Checchi Capital Advisers, LLC4,159$265K0.02%-12413F-HRTimeline
Formidable Asset Management, LLC4,252$264K0.04%013F-HRTimeline
World Investment Advisors4,144$264K0.01%-21313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,066$262K0.18%+21213F-HRTimeline