Eversource Energy
ES- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000072741
In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Eversource Energy as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 821
- +27 vs. Q3 2023
- Shares held
- 279.6M
- −269.8K (−0.1%) vs. Q3 2023
- Total value
- $17.2B
- +$971.3M (+6.0%) vs. Q3 2023
- New holders
- 131
- 251 more added
- Sold out
- 104
- 323 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,464,545 | $2.81B | 0.06% | −727,552−1.6% | Reduced |
| BlackRock Inc. | 37,040,032 | $2.29B | 0.06% | +72,024+0.2% | Added |
| State Street Corp | 27,621,301 | $1.70B | 0.08% | +26,000+0.1% | Added |
| Geode Capital Management, LLC | 8,088,083 | $497.9M | 0.05% | +156,007+2.0% | Added |
| Charles Schwab Investment Management Inc | 7,650,143 | $448.6M | 0.11% | +353,171+4.8% | Added |
| Wells Fargo & Company | 6,546,050 | $404.0M | 0.11% | −1,352,483−17.1% | Reduced |
| Nordea Investment Management AB | 6,299,800 | $388.5M | 0.49% | +475,341+8.2% | Added |
| Legal & General Group Plc | 6,248,230 | $385.6M | 0.12% | −380,433−5.7% | Reduced |
| Deutsche Bank AG | 4,659,051 | $287.6M | 0.15% | +1,969,021+73.2% | Added |
| Morgan Stanley | 4,430,468 | $273.4M | 0.02% | −33,762−0.8% | Reduced |
| FMR LLC | 4,368,751 | $269.6M | 0.02% | +777,780+21.7% | Added |
| UBS Asset Management Americas Inc | 4,205,062 | $259.5M | 0.10% | +176,250+4.4% | Added |
| American Century Companies Inc | 4,202,550 | $259.4M | 0.18% | +539,526+14.7% | Added |
| Goldman Sachs Group Inc | 4,178,606 | $257.9M | 0.06% | +1,299,183+45.1% | Added |
| Northern Trust Corp | 3,936,305 | $242.9M | 0.04% | −301,169−7.1% | Reduced |
| Public Sector Pension Investment Board | 3,366,542 | $207.8M | 1.58% | −40,281−1.2% | Reduced |
| Ameriprise Financial Inc | 3,094,430 | $191.0M | 0.06% | +130,507+4.4% | Added |
| Magellan Asset Management Ltd | 3,067,091 | $189.3M | 1.89% | +156,534+5.4% | Added |
| Bank of New York Mellon Corp | 3,011,970 | $185.9M | 0.04% | +22,917+0.8% | Added |
| Bank of America Corp | 2,964,992 | $183.0M | 0.02% | −169,157−5.4% | Reduced |
| Invesco Ltd. | 2,881,026 | $177.8M | 0.04% | −836,365−22.5% | Reduced |
| Royal Bank of Canada | 2,734,237 | $168.8M | 0.04% | −493,919−15.3% | Reduced |
| Norges Bank | 2,428,807 | $149.9M | 0.03% | +8,536+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,344,019 | $144.7M | 0.34% | +1,911,540+442.0% | Added |
| California Public Employees Retirement System | 2,148,909 | $132.6M | 0.10% | −14,095−0.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,966,090 | $121.3M | 0.31% | −934,559−32.2% | Reduced |
| Franklin Resources Inc | 1,845,078 | $113.9M | 0.05% | −232,599−11.2% | Reduced |
| Amundi | 1,781,701 | $103.3M | 0.05% | −337,422−15.9% | Reduced |
| Massachusetts Financial Services Co | 1,639,775 | $101.2M | 0.03% | −19,165−1.2% | Reduced |
| Pictet Asset Management Holding SA | 1,627,394 | $100.4M | 0.11% | −100,610−5.8% | Reduced |
| HSBC Holdings PLC | 1,608,603 | $99.1M | 0.09% | +322,470+25.1% | Added |
| M&G Investment Management Ltd | 1,483,094 | $92.0M | 0.55% | +297,988+25.1% | Added |
| NFJ Investment Group, LLC | 1,475,253 | $91.1M | 2.52% | −26,360−1.8% | Reduced |
| First Trust Advisors LP | 1,411,546 | $87.1M | 0.10% | +49,642+3.6% | Added |
| Macquarie Group Ltd | 1,220,912 | $75.4M | 0.09% | +29,839+2.5% | Added |
| Dimensional Fund Advisors LP | 1,219,946 | $75.3M | 0.02% | +2,447+0.2% | Added |
| Swiss National Bank | 1,091,533 | $67.4M | 0.05% | −30,600−2.7% | Reduced |
| Barclays PLC | 1,089,860 | $67.3M | 0.03% | −7,624−0.7% | Reduced |
| Boston Trust Walden Corp | 1,074,765 | $66.3M | 0.50% | +35,307+3.4% | Added |
| Nuveen Asset Management, LLC | 1,014,629 | $62.6M | 0.02% | −98,814−8.9% | Reduced |
| Panagora Asset Management Inc | 975,793 | $60.2M | 0.34% | +107,142+12.3% | Added |
| UBS Group AG | 949,531 | $58.6M | 0.02% | −265,972−21.9% | Reduced |
| Gabelli Funds LLC | 941,950 | $58.1M | 0.45% | −55,950−5.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 939,334 | $58.0M | 0.12% | +939,334 | New |
| Empower Advisory Group, LLC | 926,674 | $57.2M | 0.23% | +219,296+31.0% | Added |
| Duff & Phelps Investment Management Co | 916,825 | $56.6M | 0.68% | +165,685+22.1% | Added |
| JPMorgan Chase & Co | 904,161 | $55.8M | 0.01% | −163,291−15.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 875,561 | $54.0M | 0.04% | −17,237−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 850,647 | $52.5M | 0.10% | +142,557+20.1% | Added |
| Royal London Asset Management Ltd | 826,991 | $51.0M | 0.15% | +37,367+4.7% | Added |
| Wellington Management Group LLP | 826,553 | $51.0M | 0.01% | −2,054,690−71.3% | Reduced |
| AXA S.A. | 812,233 | $50.1M | 0.16% | +522,640+180.5% | Added |
| Anchor Capital Advisors LLC | 805,171 | $49.7M | 1.31% | +335,775+71.5% | Added |
| Nomura Asset Management Co Ltd | 798,271 | $49.3M | 0.20% | −8,965−1.1% | Reduced |
| Rhumbline Advisers | 785,289 | $48.5M | 0.05% | −14,911−1.9% | Reduced |
| Manufacturers Life Insurance Company, The | 779,315 | $48.1M | 0.03% | +126,696+19.4% | Added |
| California State Teachers Retirement System | 770,605 | $47.6M | 0.07% | +120,382+18.5% | Added |
| New York State Common Retirement Fund | 766,598 | $47.3M | 0.07% | −16,629−2.1% | Reduced |
| Baillie Gifford & Co | 667,979 | $41.2M | 0.03% | +383,743+135.0% | Added |
| Bank of Montreal | 656,471 | $40.7M | 0.02% | +141,524+27.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 655,643 | $40.5M | 0.29% | +10,541+1.6% | Added |
| Bahl & Gaynor Inc | 654,056 | $40.4M | 0.24% | −151,677−18.8% | Reduced |
| Clean Energy Transition LLP | 651,027 | $40.2M | 3.98% | +651,027 | New |
| Old Republic International Corporation | 644,183 | $39.8M | 1.50% | +175,000+37.3% | Added |
| Great West Life Assurance Co | 639,140 | $39.2M | 0.09% | −130,551−17.0% | Reduced |
| Credit Suisse AG | 620,757 | $38.3M | 0.04% | −45,654−6.9% | Reduced |
| TD Asset Management Inc | 611,996 | $37.8M | 0.04% | −133,780−17.9% | Reduced |
| Canada Pension Plan Investment Board | 609,115 | $37.6M | 0.05% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 607,844 | $37.5M | 0.81% | −533,425−46.7% | Reduced |
| Cbre Clarion Securities LLC | 600,733 | $37.1M | 0.67% | +465,427+344.0% | Added |
| Alliancebernstein L.P. | 596,828 | $36.8M | 0.01% | −6,794−1.1% | Reduced |
| Russell Investments Group, Ltd. | 570,190 | $35.2M | 0.06% | +277,132+94.6% | Added |
| Balyasny Asset Management LLC | 566,831 | $35.0M | 0.10% | +566,831 | New |
| APG Asset Management N.V. | 613,623 | $34.3M | 0.07% | −291,773−32.2% | Reduced |
| Invenomic Capital Management LP | 493,340 | $30.4M | 1.62% | −150,793−23.4% | Reduced |
| Aviva PLC | 491,991 | $30.4M | 0.11% | +66,715+15.7% | Added |
| Standard Life Aberdeen plc | 488,683 | $30.2M | 0.07% | +85,756+21.3% | Added |
| Swedbank AB | 486,685 | $30.0M | 0.05% | −31,186−6.0% | Reduced |
| Clearbridge Investments, LLC | 484,743 | $29.9M | 0.03% | −8,003−1.6% | Reduced |
| Victory Capital Management Inc | 466,489 | $28.8M | 0.03% | +16,482+3.7% | Added |
| National Pension Service | 461,202 | $28.5M | 0.04% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 459,698 | $28.4M | 0.00% | −8,030−1.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 443,444 | $27.4M | 0.10% | +12,951+3.0% | Added |
| The PNC Financial Services Group, Inc. | 441,990 | $27.3M | 0.02% | +3,956+0.9% | Added |
| Ensign Peak Advisors, Inc | 417,560 | $25.8M | 0.05% | −171,349−29.1% | Reduced |
| State Board of Administration of Florida Retirement System | 402,488 | $24.8M | 0.05% | +12,966+3.3% | Added |
| Principal Financial Group Inc | 393,801 | $24.3M | 0.02% | −27,767−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,229 | $23.9M | 0.04% | +38,786+11.6% | Added |
| Alps Advisors Inc | 368,850 | $22.8M | 0.18% | +368,850 | New |
| RWC Asset Management LLP | 355,364 | $21.9M | 1.33% | −20,466−5.4% | Reduced |
| New York State Teachers Retirement System | 349,648 | $21.6M | 0.05% | −13,624−3.8% | Reduced |
| Toronto Dominion Bank | 346,713 | $21.4M | 0.03% | +177,182+104.5% | Added |
| Man Group plc | 333,902 | $20.6M | 0.06% | – | – |
| Maryland State Retirement & Pension System | 320,316 | $19.8M | 0.41% | +4,036+1.3% | Added |
| Zimmer Partners, LP | 305,510 | $18.9M | 0.69% | +305,510 | New |
| Allspring Global Investments Holdings, LLC | 300,885 | $18.6M | 0.03% | +123,278+69.4% | Added |
| AQR Capital Management LLC | 300,684 | $18.5M | 0.03% | −31,406−9.5% | Reduced |
| Prudential Financial Inc | 302,100 | $18.5M | 0.03% | −111,097−26.9% | Reduced |
| State of Wisconsin Investment Board | 298,119 | $18.4M | 0.05% | −48,798−14.1% | Reduced |
| Stifel Financial Corp | 296,898 | $18.3M | 0.02% | −49,851−14.4% | Reduced |