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
SUMMIT SECURITIES GROUP LLC641$45.6K0.01%+39413F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC620$44.1K0.03%-38,82413F-HR/ATimeline
JPL Wealth Management, LLC618$44K0.01%new13F-HRTimeline
Bangor Savings Bank604$43K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/600$42.7K0.02%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…600$42.7K0.02%new13F-HR/ATimelineGroup
DT Investment Partners, LLC577$41K<0.01%013F-HRTimeline
Caldwell Trust Co574$40.8K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.550$39.1K0.01%+33613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.532$37.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC528$37.6K<0.01%013F-HRTimeline
Coston, McIsaac & Partners530$37K0.01%+3013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …502$36K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.500$35.6K<0.01%013F-HRTimeline
Hilltop National Bank500$35.6K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.490$34.9K0.02%-9013F-HRTimeline
Independence Bank of Kentucky485$34.5K<0.01%013F-HRTimeline
West Branch Capital LLC478$34K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA476$33.9K<0.01%+47413F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.465$33.1K<0.01%+19713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.454$32.3K<0.01%+14813F-HRTimeline
Sawyer & Company, Inc500$32K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/441$31.4K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.400$28.5K<0.01%-6713F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…386$27K<0.01%new13F-HRTimelineGroup
Covestor Ltd373$27K0.01%+4813F-HRTimeline
HFM Investment Advisors, LLC376$26.7K0.01%013F-HRTimeline
Root Financial Partners, LLC359$25.5K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC352$25K<0.01%+7513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV357$25K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding346$24.6K0Timeline
VSM Wealth Advisory, LLC322$22.9K0.01%-113F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…320$22.8K0.01%013F-HRTimeline
STANCE CAPITAL LLC316$22.5K0.01%new13F-HRTimeline
Hemington Wealth Management315$22K<0.01%+5813F-HRTimeline
Raleigh Capital Management Inc.306$21.7K0.01%+313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN300$21.3K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC300$21.3K0.02%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…297$21.1K<0.01%+3113F-HRTimeline
Truvestments Capital LLC295$21K<0.01%new13F-HRTimeline
Gleason Group, Inc.294$20.9K<0.01%+313F-HRTimeline
Geneos Wealth Management Inc.290$20.7K<0.01%-1,64613F-HRTimeline
Westside Investment Management, Inc.286$20.5K<0.01%+14013F-HRTimeline
GW&K Investment Management, LLC287$20K<0.01%-313F-HRTimeline
First Command Advisory Services, Inc.262$18.6K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC262$18.6K<0.01%new13F-HRTimeline
Field & Main Bank262$18.6K0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC261$18.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC253$18.1K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…250$17.8K<0.01%-60013F-HRTimelineGroup
Private Wealth Management Group, LLC250$17.8K<0.01%013F-HRTimeline
Rise Advisors, LLC248$17.7K0.01%+1013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department232$16.5K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.229$16.3K<0.01%+18313F-HRTimeline
CBIZ Investment Advisory Services, LLC214$15.2K<0.01%013F-HRTimeline
Financial Perspectives, Inc210$14.9K<0.01%013F-HRTimeline
ESL Trust Services, LLC200$14.2K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$14.2K0.01%-25013F-HRTimeline
Investors Research Corp199$14.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC187$13.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC187$13.4K<0.01%+6713F-HRTimeline
Financial Life Planners188$13.3K0.01%new13F-HRTimeline
City State Bank187$13.3K<0.01%013F-HRTimeline
2UniFi Bank187$13.3K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.185$13.2K<0.01%+8513F-HRTimeline
Steigerwald, Gordon & Koch Inc.184$13.1K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC194$13K<0.01%013F-HRTimeline
Red Tortoise LLC181$12.9K0.01%013F-HRTimeline
Princeton Global Asset Management LLC173$12.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.172$12.2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC170$12.1K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC164$11.7K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC155$11K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…152$10.8K<0.01%-3713F-HRTimeline
Capital Advisors, Ltd. LLC139$10K<0.01%-1113F-HRTimeline
LRI Investments, LLC131$9.32K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners128$9.11K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC126$8.96K<0.01%013F-HRTimeline
Robbins Farley125$8.89K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC118$8.39K<0.01%013F-HRTimeline
SWAN Capital LLC117$8.32K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC115$8.18K<0.01%013F-HRTimeline
Grove Bank & Trust112$7.97K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP110$7.83K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.110$7.83K<0.01%013F-HRTimeline
Lavaca Capital LLC100$7.11K<0.01%013F-HRTimeline
WealthCollab, LLC100$7.11K<0.01%013F-HRTimeline
Avion Wealth108$7K<0.01%+713F-HRTimeline
Clearstead Trust, LLC96$6.83K<0.01%+3313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC83$5.91K<0.01%013F-HRTimeline
Leonteq Securities AG82$5.83K<0.01%-1213F-HRTimeline
High Note Wealth, LLC82$5.83K<0.01%-113F-HRTimeline
Kings Path Partners LLC80$5.69K<0.01%new13F-HRTimeline
Howard Hughes Medical Institute79$5.62K<0.01%013F-HRTimeline
Kilter Group LLC77$5.48K<0.01%+1213F-HRTimeline
IMG Wealth Management, Inc.76$5.41K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc74$5.26K<0.01%013F-HRTimeline
Abound Wealth Management73$5.19K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC72$5.12K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC71$5.05K<0.01%013F-HRTimeline
Fortitude Family Office, LLC70$4.98K<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.68$4.84K<0.01%-113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC65$4.71K<0.01%-16413F-HRTimeline
WPG Advisers, LLC64$4.55K<0.01%+5813F-HRTimeline
Barnes Dennig Private Wealth Management…62$4.41K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…59$4.2K0.01%-89713F-HRTimeline
Solstein Capital, LLC54$3.84K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC53$3.77K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC52$3.7K<0.01%-4013F-HRTimeline
Trifecta Capital Advisors, LLC46$3.27K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …46$3.27K<0.01%13F-HRTimelineGroup
Provenance Wealth Advisors, LLC45$3.2K<0.01%013F-HRTimeline
Winch Advisory Services, LLC44$3.13K<0.01%+113F-HRTimeline
Cloud Capital Management, LLC55$3K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC42$2.99K<0.01%new13F-HR/ATimeline
Stone House Investment Management, LLC41$2.92K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.41$2.63K<0.01%-213F-HRTimeline
Pacifica Partners Inc.34$2.43K<0.01%013F-HRTimeline
Texas Capital Bancshares Inc/TX33$2.35K<0.01%new13F-HRTimeline
Crewe Advisors LLC31$2.21K<0.01%new13F-HRTimeline
PFS Partners, LLC31$2.21K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$2K<0.01%new13F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…30$2K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC27$1.92K<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC26$1.85K<0.01%+313F-HRTimeline
TD Capital Management LLC25$1.78K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC25$1.78K<0.01%-713F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC24$1.71K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates23$1.6K<0.01%new13F-HRTimeline
Key Financial Inc22$1.57K<0.01%-213F-HRTimeline
Friedenthal Financial21$1.49K<0.01%-1,21213F-HRTimeline
United Community Bankin group United Community Bank21$1.49K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC20$1.42K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC20$1.42K<0.01%+413F-HRTimeline
Financial Management Professionals, Inc.19$1.35K<0.01%-313F-HRTimeline
Clark Wealth Partners19$1.28K<0.01%013F-HRTimeline
WestEnd Advisors, LLC17$1.21K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC16$1.14K<0.01%+413F-HRTimeline
Activest Wealth Management16$1.14K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC15$1.07K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…14$1K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC14$996<0.01%new13F-HRTimeline
TFC Financial Management, Inc.14$996<0.01%013F-HRTimeline
Bare Financial Services, Inc13$925<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$925<0.01%+113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$854<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC10$732<0.01%-313F-HRTimeline
Guerra Advisors Inc10$719<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC9$640<0.01%-67513F-HRTimeline
PROFFITT & GOODSON INC8$570<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC6$432<0.01%new13F-HRTimeline
Avalon Trust Co6$427<0.01%new13F-HRTimeline
Seneschal Advisors, LLC6$427<0.01%new13F-HRTimeline
Scarborough Advisors, LLC5$356<0.01%013F-HRTimeline
Davis Capital Management4$285<0.01%13F-HRTimeline
Quaker Wealth Management, LLC3$214<0.01%013F-HRTimeline
American Capital Advisory, LLC3$214<0.01%-113F-HRTimeline
IMA Advisory Services, Inc.3$213<0.01%013F-HRTimeline
Valued Wealth Advisors LLC2$148<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$84<0.01%013F-HRTimeline
Palisade Asset Management, LLC1$72<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC6$00%013F-HRTimelineValue filed as zero, left out of ratios.