Skip to content
Disclosery

ES EVERSOURCE ENERGY

Follow

Stock (common), issuer CIK 72741

998 managers (1,032 13F filers) reported a position in ES shares at 2025-12-31, 318,159,663 shares in all. 88 filers opened a position and 76 filers sold out during the quarter.

Managers
998
13F filers
1,032
New
88
Added
402
Reduced
329
Sold out
76
Shares held by filers
318,159,663

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CoreFirst Bank & Trust907$61.1K0.03%013F-HRTimeline
Heritage Wealth Advisors900$60.6K<0.01%013F-HRTimeline
Bank & Trust Co900$60.6K0.04%new13F-HRTimeline
CITY HOLDING CO885$59.6K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.874$58.9K0.02%013F-HRTimeline
North Star Investment Management Corp.871$58.7K<0.01%+5513F-HRTimeline
Aster Capital Management (DIFC) Ltd856$57.6K0.03%new13F-HRTimeline
Beaird Harris Wealth Management, LLC850$57.2K<0.01%013F-HRTimeline
TSFG, LLC795$54K0.01%-14013F-HRTimeline
Gould Capital, LLC800$53.9K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc787$53K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators785$52.9K0.02%013F-HRTimeline
GROUP ONE TRADING LLC771$51.9K<0.01%new13F-HRTimeline
Trust Co765$51.5K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …734$49.4K0.07%+2613F-HRTimeline
Perkins Coie Trust Co734$49.4K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…695$49.1K<0.01%013F-HRTimeline
Asset Dedication, LLC718$48.3K<0.01%-3,61013F-HRTimeline
MONTAG A & ASSOCIATES INC700$47.1K<0.01%-1,50013F-HRTimeline
Peck Wealth Management, LLC697$46.9K0.04%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…672$45.2K<0.01%-22313F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC620$41.7K0.03%013F-HRTimeline
McMillan Office, Inc.611$41.1K<0.01%13F-HRTimeline
Bangor Savings Bank604$40.7K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/600$40.4K0.02%013F-HRTimeline
DV Trading LLC600$40.4K<0.01%13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…600$40.4K0.01%+28013F-HRTimeline
Rossby Financial, LCC596$40.1K0.01%+40913F-HRTimeline
DT Investment Partners, LLC577$38.9K<0.01%013F-HRTimeline
Caldwell Trust Co574$38.6K<0.01%013F-HRTimeline
Quarry LP563$37.9K0.01%-2,20013F-HRTimeline
SUMMIT SECURITIES GROUP LLC557$37.5K0.01%-8413F-HRTimeline
Root Financial Partners, LLC538$36.2K<0.01%+17913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.534$36K<0.01%+213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.525$35.3K<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners530$35K0.01%013F-HRTimeline
DV EQUITIES, LLC516$34.7K0.01%13F-HRTimeline
WEBSTER BANK, N. A.500$33.7K<0.01%013F-HRTimeline
Hilltop National Bank500$33.7K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.491$33.1K<0.01%+9113F-HRTimeline
Independence Bank of Kentucky485$32.7K<0.01%013F-HRTimeline
West Branch Capital LLC478$32.2K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding477$32.1K+131Timeline
Quest 10 Wealth Builders, Inc.445$30K0.03%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/441$29.7K<0.01%013F-HRTimeline
Key Capital Management, INC428$28.8K0.03%13F-HRTimeline
Godfrey Financial Associates, Inc.426$28.7K0.02%13F-HRTimeline
Garton & Associates Financial Advisors …420$28.3K0.02%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…410$28K<0.01%+2413F-HRTimelineGroup
TFC Financial Management, Inc.414$27.9K<0.01%+40013F-HRTimeline
Activest Wealth Management390$26.3K<0.01%+37413F-HRTimeline
HFM Investment Advisors, LLC376$25.3K0.01%013F-HRTimeline
Lodestone Wealth Management LLC372$25K0.01%new13F-HRTimeline
Covestor Ltd367$24K0.01%-613F-HRTimeline
Keating Financial Advisory Services, In…328$22.1K<0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.324$21.8K<0.01%-14113F-HRTimelineGroup
First Command Advisory Services, Inc.314$21.1K<0.01%+5213F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV323$21K0.01%-3413F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN300$20.2K<0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC300$20.2K0.02%013F-HRTimeline
Gleason Group, Inc.297$20K<0.01%+313F-HRTimeline
GW&K Investment Management, LLC298$20K<0.01%+1113F-HRTimeline
Truvestments Capital LLC295$19.9K<0.01%013F-HRTimeline
Westside Investment Management, Inc.286$19.5K<0.01%013F-HRTimeline
Sawyer & Company, Inc280$18.9K0.01%-22013F-HRTimeline
GPS Wealth Strategies Group, LLC275$18.5K0.02%-7713F-HRTimeline
Geneos Wealth Management Inc.274$18.4K<0.01%-1613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC266$18K<0.01%new13F-HR/ATimelineGroup
Field & Main Bank262$17.6K0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC262$17.6K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC261$17.6K0.01%013F-HRTimeline
Sunbelt Securities, Inc.257$17.3K<0.01%+2813F-HRTimeline
Fideuram Asset Management (Ireland) dac308$17.2K<0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.255$17.2K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…250$16.8K<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.249$16.8K0.01%-5713F-HRTimeline
FSA Advisors, Inc.16,907$16.6K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC245$16.5K<0.01%-813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department232$15.6K<0.01%013F-HRTimelineGroup
Elyxium Wealth, LLC225$15.1K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC211$14.2K<0.01%-3913F-HRTimeline
Financial Perspectives, Inc210$14.1K<0.01%013F-HRTimeline
BAYBAN210$14.1K0.01%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC214$14K<0.01%+2013F-HRTimeline
Clearstead Trust, LLC207$13.9K<0.01%+11113F-HRTimeline
MCF Advisors LLC201$13.5K<0.01%new13F-HRTimeline
ESL Trust Services, LLC200$13.5K<0.01%013F-HRTimeline
Piscataqua Savings Bank200$13.5K0.01%013F-HRTimeline
Investors Research Corp199$13.4K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.199$13.4K<0.01%+1513F-HRTimeline
City State Bank194$13.1K<0.01%+713F-HRTimeline
2UniFi Bank187$12.6K0.01%013F-HRTimeline
Salomon & Ludwin, LLC187$12.5K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc184$12.4K<0.01%+11013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…183$12.3K<0.01%+3113F-HRTimeline
Red Tortoise LLC181$12.2K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.179$12.1K<0.01%13F-HRTimeline
Princeton Global Asset Management LLC173$11.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.172$11.6K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC164$11K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC162$10.9K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC155$10.4K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC151$10.2K<0.01%-6313F-HRTimeline
ALBION FINANCIAL GROUP /UT144$9.7K<0.01%-2,50013F-HRTimeline
Garner Asset Management Corp140$9.43K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC139$9K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.131$8.85K<0.01%new13F-HRTimeline
LRI Investments, LLC131$8.82K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners128$8.62K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.127$8.55K<0.01%-5813F-HRTimeline
MTM Investment Management, LLC126$8.48K<0.01%013F-HRTimeline
Robbins Farley125$8.42K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC125$8.42K<0.01%+1013F-HRTimeline
MidFirst Bank125$8.42K<0.01%13F-HRTimeline
Westfuller Advisors, LLC121$8.17K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC118$7.95K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP112$7.54K<0.01%+213F-HRTimeline
Grove Bank & Trust112$7.54K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.110$7.41K<0.01%013F-HRTimeline
Kilter Group LLC104$7K<0.01%+2713F-HRTimeline
Avion Wealth109$7K<0.01%+113F-HRTimeline
Lavaca Capital LLC100$6.73K<0.01%013F-HRTimeline
WealthCollab, LLC100$6.73K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC99$6.67K0.01%13F-HRTimeline
Ares Financial Consulting, LLC99$6.67K0.01%13F-HRTimeline
IMG Wealth Management, Inc.98$6.6K<0.01%+2213F-HRTimeline
JFS WEALTH ADVISORS, LLC95$6.4K<0.01%+7013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC83$6K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.89$5.99K<0.01%+2113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…87$5.86K<0.01%+2813F-HRTimeline
Howard Hughes Medical Institute80$5.39K<0.01%+113F-HRTimeline
Kings Path Partners LLC80$5.39K<0.01%013F-HRTimeline
Abound Wealth Management75$5.06K<0.01%+213F-HRTimeline
WPG Advisers, LLC74$4.98K<0.01%+1013F-HRTimeline
High Note Wealth, LLC73$4.92K<0.01%-913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC72$4.85K<0.01%+3013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC71$4.78K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.70$4.71K<0.01%+5113F-HRTimeline
Belvedere Trading LLC67$4.51K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…65$4.38K<0.01%new13F-HRTimelineGroup
Fortitude Family Office, LLC64$4.31K<0.01%-613F-HRTimeline
Leonteq Securities AG61$4.11K<0.01%-2113F-HRTimeline
Clayton Financial Group LLC60$4.04K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC58$3.9K<0.01%13F-HR/ATimeline
Solstein Capital, LLC54$3.64K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC53$3.57K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC52$3.5K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC50$3.37K<0.01%13F-HR/ATimeline
Winch Advisory Services, LLC44$2.99K<0.01%013F-HRTimeline
Stone House Investment Management, LLC41$2.76K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.41$2.76K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.38$2.56K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC37$2.49K<0.01%+1313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…35$2.33K<0.01%+2313F-HRTimelineGroup
Pacifica Partners Inc.34$2.31K<0.01%013F-HRTimeline
Crewe Advisors LLC31$2.09K<0.01%013F-HRTimeline
PFS Partners, LLC31$2.09K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC31$2.09K<0.01%+1113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …34$2K<0.01%013F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…33$2K<0.01%+313F-HRTimelineGroup
Triumph Capital Management29$1.95K<0.01%new13F-HRTimeline
1015 Capital Partners, LLC29$1.95K<0.01%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC27$1.82K<0.01%013F-HRTimelineGroup
Wealth Watch Advisors, INC27$1.82K<0.01%+1213F-HRTimeline
TD Capital Management LLC25$1.68K<0.01%013F-HRTimeline
Signature Equity Partners, LLC24$1.64K<0.01%13F-HRTimeline
Monetary Solutions, Ltd23$1.55K<0.01%13F-HRTimeline
Key Financial Inc22$1.48K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC20$1.35K<0.01%013F-HRTimeline
Clark Wealth Partners19$1.28K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC18$1.21K<0.01%+213F-HRTimeline
Dogwood Wealth Management LLC18$1.21K<0.01%-813F-HRTimeline
Torren Management, LLC15$1.04K<0.01%13F-HRTimeline
WestEnd Advisors, LLC15$1.01K<0.01%-213F-HRTimeline
Investors Portfolio Services LLC15$1K<0.01%13F-HRTimeline
Dunhill Financial, LLC15$986<0.01%+513F-HRTimeline
Aventura Private Wealth, LLC14$943<0.01%+513F-HRTimeline
Litman Gregory Wealth Management LLC13$876<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC13$876<0.01%new13F-HRTimeline
Bare Financial Services, Inc13$875<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC13$875<0.01%013F-HRTimeline
NorthAvenue LLC12$808<0.01%13F-HRTimeline
Strengthening Families & Communities, L…10$673<0.01%-413F-HRTimeline
American Capital Advisory, LLC9$606<0.01%+613F-HRTimeline
United Community Bankin group United Community Bank8$539<0.01%-1313F-HRTimelineGroup
WINNACLE WEALTH LLC6$408<0.01%013F-HRTimeline
Seneschal Advisors, LLC6$404<0.01%013F-HRTimeline
Luken Investment Analytics, LLC5$337<0.01%new13F-HRTimeline
Quattro Advisors LLC4$272<0.01%13F-HRTimeline
Quaker Wealth Management, LLC4$270<0.01%+113F-HRTimeline
Davis Capital Management4$269<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp4$269<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.3$201<0.01%013F-HRTimeline
Valued Wealth Advisors LLC2$141<0.01%013F-HRTimeline
Scarborough Advisors, LLC2$135<0.01%-313F-HRTimeline
SOA Wealth Advisors, LLC.1$80<0.01%013F-HRTimeline
Global Wealth Strategies & Associates1$35<0.01%-2213F-HRTimeline
Winthrop Capital Management, LLC6$00%013F-HRTimelineValue filed as zero, left out of ratios.