# EVERSOURCE ENERGY (ES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ES/

- Reporting holders: 40
- Reported value: $38.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $17.1M | 259,791 | 0.8% | 26 |
| [Ausbil Investment Management Ltd](https://holderbook.com/funds/1966036-ausbil-investment-management-ltd/) | $6.1M | 94,876 | 3.1% | 6 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.0M | 30,858 | 0.4% | 1 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $1.9M | 29,680 | 0.1% | 8 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $1.2M | 18,586 | 0.3% | 3 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.0M | 15,945 | 0.0% | 17 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $895.5K | 13,957 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $883.9K | 13,776 | 0.0% | 16 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $816.9K | 12,733 | 0.0% | 32 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $586.6K | 9,142 | 0.1% | 11 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $570.6K | 8,893 | 0.1% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $568.9K | 8,867 | 0.0% | 16 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $541.4K | 8,439 | 0.1% | 5 |
| [Bank & Trust Co](https://holderbook.com/funds/2026082-bank-trust-co/) | $478.6K | 7,459 | 0.3% | 4 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $440.5K | 6,866 | 0.0% | 7 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $439.8K | 6,741 | 0.0% | 9 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $323.7K | 5,045 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $307.6K | 4,795 | 0.0% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $300.8K | 4,579 | 0.0% | 3 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $260.8K | 4,065 | 0.0% | 11 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $248.6K | 3,875 | 0.0% | 11 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $214.5K | 3,343 | 0.0% | 4 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $202.3K | 3,153 | 0.1% | 7 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $200.9K | 3,131 | 0.1% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $152.9K | 2,383 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 40 | $38.2M |
| Q2 2026 | 1,128 | $26.5B |
| Q1 2026 | 1,069 | $40.6B |
| Q4 2025 | 1,034 | $37.6B |
| Q3 2025 | 995 | $23.0B |
| Q2 2025 | 940 | $20.0B |
| Q1 2025 | 894 | $19.0B |
| Q4 2024 | 880 | $17.7B |
| Q3 2024 | 871 | $20.4B |
| Q2 2024 | 819 | $16.6B |
| Q1 2024 | 818 | $17.7B |
| Q4 2023 | 823 | $17.7B |