Skip to content

ES EVERSOURCE ENERGY

Follow

Stock (common), issuer CIK 72741

962 managers (992 13F filers) reported a position in ES shares at 2025-09-30, 310,685,156 shares in all. 129 filers opened a position and 69 filers sold out during the quarter.

Managers
962
13F filers
992
New
129
Added
391
Reduced
286
Sold out
69
Shares held by filers
310,685,156

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Apella Capital, LLC4,366$312K0.01%+21413F-HRTimeline
Composition Wealth, LLC4,364$310K<0.01%+72013F-HRTimeline
GROUPAMA ASSET MANAGMENT4,344$309K<0.01%+78413F-HRTimeline
Bayforest Capital Ltd4,339$309K0.15%-30313F-HRTimeline
Asset Dedication, LLC4,328$308K0.02%+2,13213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,325$308K0.02%013F-HRTimelineGroup
Impact Capital Partners LLC4,323$308K0.09%-1113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,292$305K0.01%+48313F-HRTimelineGroup
Stablepoint Partners, LLC4,274$304K0.05%-5013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,263$303K0.2%+19713F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P4,250$302K0.01%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,250$302K0.01%-513F-HRTimeline
HighPoint Advisor Group LLC4,187$298K0.01%-12513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,168$297K0.01%+65613F-HRTimeline
GTS SECURITIES LLC4,167$296K0.01%new13F-HRTimeline
Optas, LLC4,159$296K0.05%new13F-HRTimeline
World Investment Advisors4,157$296K0.01%+1313F-HRTimeline
Oslo Pensjonsforsikring AS4,147$295K0.05%+31013F-HRTimeline
Simplicity Wealth,LLC4,140$295K0.02%new13F-HRTimeline
Blue Fin Capital, Inc.4,130$294K0.05%-10113F-HRTimeline
Beirne Wealth Consulting Services, LLC4,102$292K0.07%013F-HRTimeline
Wealthspire Advisors, LLC4,097$291K<0.01%-1,30713F-HRTimeline
CENTAURUS FINANCIAL, INC.4,052$288K0.01%+1,92813F-HRTimeline
Fortis Group Advisors, LLC3,891$287K0.05%013F-HRTimeline
Kingsview Wealth Management, LLC4,034$287K<0.01%+3213F-HRTimeline
Alan B Lancz & Associates, Inc.4,033$287K0.26%013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,008$285K0.02%-5413F-HRTimeline
VIKING FUND MANAGEMENT LLC4,000$285K0.03%013F-HRTimeline
WEDBUSH SECURITIES INC3,968$282K0.01%+26513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,963$282K0.01%+87213F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.3,941$280K0.16%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,927$279K+46Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,875$276K0.02%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC3,864$275K0.02%013F-HRTimeline
Baker Avenue Asset Management, LP3,863$275K0.01%new13F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,836$273K0.07%013F-HRTimeline
Red Door Wealth Management, LLC3,825$272K0.03%new13F-HRTimeline
HUB Investment Partners, LLC3,818$272K0.01%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.3,806$271K0.05%013F-HRTimeline
Formidable Asset Management, LLC4,252$271K0.04%013F-HRTimeline
Sigma Planning Corp3,793$270K0.01%new13F-HRTimeline
Kera Capital Partners, Inc.3,774$269K0.04%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,771$268K0.01%-40013F-HRTimeline
EVOKE WEALTH, LLC3,767$268K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC3,762$268K0.01%new13F-HRTimeline
WHITTIER TRUST CO3,685$267K<0.01%+3913F-HRTimeline
Quadcap Wealth Management, LLC3,722$265K0.03%-2,17213F-HRTimeline
INCEPTIONR LLC3,718$264K0.06%-13,15413F-HRTimeline
Thomasville National Bank3,711$264K0.02%013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,700$263K0.03%+113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,699$263K0.02%+13313F-HRTimeline
CENTRAL TRUST Co3,669$261K0.01%-24913F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,661$260K0.01%+1,96313F-HRTimeline
Parallel Advisors, LLC3,636$259K<0.01%+16913F-HRTimeline
Checchi Capital Advisers, LLC3,614$257K0.02%-54513F-HRTimeline
Beacon Bank & Trust3,610$257K0.06%013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation3,585$257K<0.01%013F-HRTimelineGroup
PDS Planning, Inc3,600$256K0.02%-24013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,575$254K-51Timeline
Horizon Investment Services, LLC3,572$254K0.1%+19313F-HRTimeline
Volterra Technologies LP3,571$254K0.17%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,567$253K0.04%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.3,550$253K<0.01%+1,87913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,545$252K<0.01%-19713F-HRTimeline
Cadence Wealth Management LLC3,521$251K0.13%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,511$250K<0.01%+20713F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC3,496$249K0.01%013F-HRTimeline
Financial Engines Advisors L.L.C.3,490$248K<0.01%+10013F-HRTimeline
Sterling Financial Planning, Inc.3,452$246K0.08%013F-HRTimeline
Pine Haven Investment Counsel, Inc3,451$246K0.18%013F-HRTimeline
Frank, Rimerman Advisors LLC3,440$245K0.02%-14013F-HRTimeline
DAVENPORT & Co LLC3,433$244K<0.01%-17713F-HRTimeline
Resonant Capital Advisors, LLC3,418$243K0.01%-2913F-HRTimeline
Requisite Capital Management, LLC3,413$243K0.04%new13F-HRTimeline
Addison Advisors LLC3,409$243K0.06%-1,59813F-HRTimeline
Investment Advisory Group, LLC3,380$240K0.07%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,348$238K0.01%-1,39813F-HR/ATimeline
Cypress Wealth Services, LLC3,343$238K0.04%+2713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,333$237K0.1%new13F-HRTimeline
Prospera Financial Services Inc3,328$237K<0.01%-1,07313F-HRTimeline
CIDEL ASSET MANAGEMENT INC3,327$237K0.01%013F-HRTimeline
MAI Capital Management3,320$236K<0.01%-21913F-HRTimeline
Sage Mountain Advisors LLC3,291$234K0.01%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,273$233K0.01%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.3,271$233K0.03%+8313F-HRTimeline
CFS Investment Advisory Services, LLC3,092$231K0.02%new13F-HRTimeline
Clarius Group, LLC3,232$230K0.01%-1,30913F-HRTimeline
Hurlow Wealth Management Group, Inc.3,228$230K0.06%-59913F-HRTimeline
Foundations Investment Advisors, LLC3,216$229K<0.01%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,200$228K<0.01%013F-HRTimelineGroup
Azimuth Capital Investment Management L…3,157$225K0.01%new13F-HRTimeline
FC Advisory LLC3,153$224K0.07%-40813F-HRTimeline
Essential Partners LLC3,124$222K0.07%+2,90513F-HRTimeline
Fiduciary Alliance LLC3,114$222K0.01%new13F-HRTimeline
Versor Investments LP3,105$221K0.04%-8,80413F-HRTimeline
Midwest Trust Co3,093$220K<0.01%new13F-HRTimeline
IFP Advisors, Inc3,092$220K0.01%+93713F-HR/ATimeline
KRAEMATON INVESTMENT ADVISORS, INC3,089$220K0.19%new13F-HRTimeline
Cerro Pacific Wealth Advisors LLC3,083$219K0.06%-35313F-HRTimeline
QTR Family Wealth, LLC3,075$219K0.1%new13F-HRTimeline
ORG Partners LLC3,022$215K0.04%+1,42513F-HRTimeline
Hardman Johnston Global Advisors LLC3,000$213K0.01%new13F-HRTimeline
Econ Financial Services Corp2,996$213K0.11%new13F-HRTimeline
MEANS INVESTMENT CO., INC.2,989$213K0.02%new13F-HRTimeline
Alliance Wealth Advisors, LLC2,965$211K0.11%new13F-HRTimeline
Sovran Advisors, LLC2,856$211K0.02%new13F-HRTimeline
Versant Capital Management, Inc2,952$210K0.03%+80813F-HRTimeline
FIL Ltdin group FIL Ltd2,950$210K<0.01%-65,26013F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC2,938$209K0.03%new13F-HRTimeline
CX Institutional2,928$208K0.01%+3813F-HRTimeline
Clear Harbor Asset Management, LLC2,920$208K0.01%new13F-HR/ATimeline
Exchange Bank2,889$206K0.14%new13F-HRTimeline
Arete Wealth Advisors, LLC2,885$205K0.01%new13F-HRTimeline
Pinnacle West Asset Management, Inc.2,880$205K0.13%new13F-HRTimeline
Peak Asset Management, LLC2,866$204K0.04%new13F-HRTimeline
Novak & Powell Financial Services, Inc.2,848$203K0.11%new13F-HRTimeline
Chris Bulman Inc2,847$203K0.1%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,819$201K0.01%new13F-HRTimeline
Blue Trust, Inc.2,787$198K<0.01%-14913F-HRTimeline
Quarry LP2,763$197K0.05%-3,58813F-HRTimeline
TRUST CO OF VERMONT2,726$194K0.01%-13613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,666$190K0.05%013F-HRTimeline
ALBION FINANCIAL GROUP /UT2,644$188K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,600$185K0.01%013F-HRTimelineGroup
Generali Investments CEE, investicni sp…2,600$185K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2,458$175K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,451$174K0.02%-14013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,443$174K<0.01%+29113F-HRTimelineGroup
Clearstead Advisors, LLC2,426$173K<0.01%+91413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,393$170K<0.01%+76713F-HRTimelineGroup
Medallion Wealth Advisors, LLC2,385$170K0.06%+213F-HRTimeline
LANARK FINANCIAL, INC.2,362$168K0.01%-8513F-HRTimeline
Parkside Financial Bank & Trust2,310$164K0.01%+70713F-HRTimeline
Smartleaf Asset Management LLC2,327$164K0.01%+1,01613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,294$163K<0.01%+1,77513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,200$157K0.01%013F-HRTimeline
CoreCap Advisors, LLC2,159$154K0.01%+2513F-HRTimeline
AMERIFLEX GROUP, INC.2,072$147K0.06%+1,90913F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,066$147K0.01%-89013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.2,022$144K0.09%-4013F-HRTimeline
AdvisorNet Financial, Inc1,945$138K0.01%+4813F-HRTimeline
HM PAYSON & CO1,910$136K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1,837$133K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.1,821$130K0.13%+4113F-HRTimeline
Cornerstone Planning Group LLC1,749$129K0.02%+413F-HRTimeline
CVA Family Office, LLC1,783$127K0.02%+713F-HRTimeline
Larson Financial Group LLC1,704$121K<0.01%+29613F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,701$121K<0.01%-2113F-HRTimeline
Smithfield Trust Co1,673$119K0.01%013F-HRTimeline
SG Americas Securities, LLC1,665$118K<0.01%-11,65813F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,655$118K+540Timeline
GHP Investment Advisors, Inc.1,653$118K<0.01%-1,21413F-HRTimeline
Center for Financial Planning, Inc.1,648$117K0.01%013F-HRTimeline
OSSIAM1,606$114K<0.01%-9,99613F-HRTimeline
VISION FINANCIAL MARKETS LLC1,506$107K0.09%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,503$107K<0.01%+4413F-HRTimeline
UMB Bank, n.a.1,484$106K<0.01%+19413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Crews Bank & Trust1,482$105K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,441$103K0.03%013F-HRTimeline
WEXFORD CAPITAL LP1,432$102K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,394$99K<0.01%+10813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FOSTER DYKEMA CABOT & PARTNERS, LLC1,335$95K0.01%+2313F-HRTimeline
Catalyst Capital Advisors LLC1,303$92.7K<0.01%-51013F-HRTimeline
Holos Integrated Wealth LLC1,249$90.4K0.05%013F-HRTimeline
Ransom Advisory, Ltd1,253$89.1K0.04%013F-HR/ATimeline
Measured Wealth Private Client Group, L…1,247$88.7K0.02%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…1,225$87.2K0.03%+213F-HRTimeline
Quent Capital, LLC1,224$87.1K0.01%new13F-HRTimeline
Manchester Capital Management LLC1,168$83.1K0.01%-2213F-HRTimeline
Washington Trust Advisors, Inc.1,129$80.3K0.01%013F-HRTimeline
True Wealth Design, LLC1,106$78.7K0.02%+49813F-HRTimeline
FSA Wealth Management LLC1,105$78.6K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,080$76.8K0.06%013F-HRTimeline
Cromwell Holdings LLC1,042$74.1K0.04%013F-HRTimeline
Tortoise Investment Management, LLC1,024$72.9K0.01%-1313F-HRTimeline
Amica Retiree Medical Trust992$71K0.1%013F-HRTimeline
GoalVest Advisory LLC981$69.8K0.01%013F-HRTimeline
Bullock Wealth Management Group972$69.6K0.03%+713F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC935$69K0.05%new13F-HRTimeline
CYBER HORNET ETFs LLC943$67.1K0.04%+3013F-HRTimeline
TSFG, LLC935$67K0.01%-15513F-HRTimeline
Bogart Wealth, LLC935$66.5K<0.01%+713F-HRTimeline
CoreFirst Bank & Trust907$64.5K0.03%013F-HRTimeline
Heritage Wealth Advisors900$64K<0.01%013F-HRTimeline
Nemes Rush Group LLC900$64K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…895$63.7K<0.01%+313F-HRTimeline
CITY HOLDING CO885$63K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.874$62.2K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp865$61.5K<0.01%-62313F-HRTimelineGroup
Beaird Harris Wealth Management, LLC850$60.5K<0.01%013F-HRTimeline
Anchor Investment Management, LLC846$60.2K<0.01%+30013F-HRTimeline
North Star Investment Management Corp.816$58K<0.01%+61913F-HRTimeline
Gould Capital, LLC800$56.9K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc787$56K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators785$55.8K0.02%013F-HRTimeline
Perkins Coie Trust Co734$52.2K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…695$51.4K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC712$50.7K0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …708$50.4K0.09%013F-HRTimeline
Peck Wealth Management, LLC697$49.6K0.05%13F-HRTimeline