Skip to main content

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.

Q4 2023 vs. Q3 2023

How the institutions holding Eversource Energy changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of ES: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders80612821+27
Shares280.0M121.5K279.6M−269.8K (−0.1%)
Value$16.3B$7.07M$17.2B+$971.3M (+6.0%)

12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (131)

Institutions that held Eversource Energy at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 131 by value.

Institutions new to ES in Q4 2023
InstitutionSharesValue% of portfolio
Adage Capital Partners GP, L.L.C.939,334$58.0M0.12%
Clean Energy Transition LLP651,027$40.2M3.98%
Balyasny Asset Management LLC566,831$35.0M0.10%
Alps Advisors Inc368,850$22.8M0.18%
Zimmer Partners, LP305,510$18.9M0.69%
Varma Mutual Pension Insurance Co103,800$6.41M0.07%
Capital Fund Management S.A.95,778$5.91M0.08%
Renaissance Technologies LLC63,180$3.90M0.01%
Kempner Capital Management Inc.58,530$3.61M2.02%
Degroof Petercam Asset Management57,790$3.57M0.05%
Greenland Capital Management LP57,528$3.55M0.55%
Groupama Asset Managment39,315$2.43M0.06%
Easterly Investment Partners LLC38,659$2.39M0.26%
Pathstone Holdings, LLC35,335$2.18M0.01%
Wexford Capital LP32,667$2.02M0.43%
Burney Co30,521$1.88M0.08%
United Capital Financial Advisers, LLC19,560$1.21M0.01%
Marathon Trading Investment Management LLC18,589$1.15M0.22%
Great Oak Capital Partners, LLC16,970$1.05M0.56%
Camelot Portfolios, LLC16,854$1.04M0.62%
Axq Capital, LP15,500$956.7K0.25%
Sutton Place Investors LLC14,501$895.0K0.65%
Concurrent Investment Advisors, LLC14,161$874.0K0.04%
Lombard Odier Asset Management (Switzerland) SA12,314$760.0K0.10%
Kingswood Wealth Advisors, LLC12,033$742.7K0.08%
United Services Automobile Association11,818$729.4K0.02%
Empirical Asset Management, LLC11,807$728.7K0.59%
Icon Wealth Advisors, LLC11,492$709.3K0.07%
Oak Thistle LLC11,450$706.7K0.20%
Trust Point Inc.11,378$702.2K0.06%
BKM Wealth Management, LLC10,601$654.3K0.28%
Morningstar Investment Services LLC10,214$633.0K0.00%
Modern Wealth Management, LLC9,378$578.8K0.07%
Seven Eight Capital, LP9,186$567.0K0.07%
FJ Investments, LLC9,100$561.7K0.03%
Mesirow Financial Investment Management, Inc.8,767$541.1K0.02%
Natixis8,259$509.7K0.00%
Investment Management Corp of Ontario8,163$503.8K0.01%
Vinva Investment Management Ltd8,063$499.6K0.03%
Gotham Asset Management, LLC7,979$492.5K0.01%
Finivi Inc.7,803$481.6K0.47%
Walleye Trading LLC7,788$480.7K0.01%
Algert Global LLC7,650$472.2K0.02%
Syon Capital LLC7,561$466.7K0.05%
LVW Advisors, LLC7,500$462.9K0.09%
Seeds Investor LLC7,208$444.9K0.50%
Nomura Holdings Inc7,038$434.4K0.00%
Sachetta, LLC6,931$427.8K0.20%
Capstone Investment Advisors, LLC6,858$423.3K0.01%
CFS Investment Advisory Services, LLC6,428$397.0K0.07%
Plato Investment Management Ltd6,066$374.4K0.46%
Systematic Portfolios LLC6,020$371.6K1.12%
Quadcap Wealth Management, LLC5,632$347.6K0.09%
Capula Management Ltd5,321$328.4K0.02%
Commerzbank Aktiengesellschaft5,233$323.0K0.01%
Lake Street Advisors Group, LLC5,067$312.7K0.02%
Colony Group, LLC4,970$307.0K0.00%
Trueblood Wealth Management, LLC4,916$303.4K0.19%
GTS Securities LLC4,862$300.1K0.01%
S. R. Schill & Associates4,815$297.2K0.13%
Twinbeech Capital LP4,593$283.5K0.00%
HighPoint Advisor Group LLC4,909$282.0K0.02%
Veriti Management LLC4,535$279.9K0.03%
Inceptionr LLC4,481$276.6K0.20%
Axxcess Wealth Management, LLC4,462$275.4K0.01%
Point72 Europe (London) LLP4,361$269.2K0.03%
Morton Community Bank4,323$266.8K0.09%
Boston Private Wealth LLC4,221$260.5K0.01%
Perigon Wealth Management, LLC4,145$255.9K0.01%
Glenview Trust Co4,037$249.2K0.01%
Waldron Private Wealth LLC4,018$248.0K0.01%
Boothbay Fund Management, LLC3,946$243.5K0.01%
Gateway Investment Advisers LLC3,842$237.1K0.00%
Hamilton Capital, LLC3,757$231.9K0.02%
Goldstone Financial Group, LLC3,756$231.8K0.06%
Tyche Wealth Partners LLC3,690$227.7K0.05%
AJOVista, LLC3,504$216.3K0.27%
Cozad Asset Management Inc3,431$211.8K0.02%
Redhawk Wealth Advisors, Inc.3,411$210.5K0.04%
Graypoint LLC3,406$210.2K0.02%
Crestwood Advisors Group LLC3,373$208.2K0.00%
FC Advisory LLC3,354$207.0K0.08%
Coastal Bridge Advisors, LLC3,335$205.8K0.05%
Richardson Financial Services Inc.2,405$148.4K0.13%
Principal Securities, Inc.1,327$81.9K0.00%
Foster Dykema Cabot & Partners, LLC1,317$81.3K0.01%
GAMMA Investing LLC1,381$74.9K0.02%
Rothschild Investment LLC1,184$73.1K0.01%
Group One Trading, L.P.1,163$71.8K0.00%
FSA Wealth Management LLC1,105$68.0K0.03%
Rakuten Investment Management, Inc.863$53.5K0.00%
Mowery & Schoenfeld Wealth Management, LLC708$43.7K0.09%
CVA Family Office, LLC700$43.2K0.01%
Broadwater Capital Management LLC620$38.3K0.03%
BFSG, LLC500$30.9K0.00%
Exchange Traded Concepts, LLC424$26.2K0.00%
Heritage Wealth Advisors400$24.7K0.00%
Quarry LP337$20.8K0.01%
First United Bank Trust322$19.9K0.01%
Towarzystwo Funduszy Inwestycyjnych Pzu SA320$19.8K0.01%

Sold out (104)

Institutions that held Eversource Energy at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 104 by value.

Institutions that sold out of ES in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Qube Research & Technologies Ltd708,437$41.2M
Covalis Capital LLP320,681$18.6M
ExodusPoint Capital Management, LP268,350$15.6M
Dana Investment Advisors, Inc.213,391$12.4M
Susquehanna Fundamental Investments, LLC194,536$11.3M
Intech Investment Management LLC139,715$8.12M
Cubist Systematic Strategies, LLC115,238$6.70M
HRT Financial LP85,256$4.96M
Dean Investment Associates, LLC76,477$4.45M
D. E. Shaw & Co., Inc.71,102$4.13M
Aigen Investment Management, LP70,256$4.09M
Y-Intercept (Hong Kong) Ltd65,445$3.81M
Weiss Asset Management LP47,083$2.74M
Element Capital Management LLC38,980$2.27M
Ilmarinen Mutual Pension Insurance Co38,400$2.23M
FORA Capital, LLC34,560$2.01M
Unigestion Holding SA33,829$1.94M
Blackhawk Capital Partners LLC.32,407$1.88M
Versor Investments LP32,373$1.88M
Verity & Verity, LLC30,913$1.80M
Duality Advisers, LP28,458$1.65M
STRS Ohio26,647$1.55M
Quadrature Capital Ltd25,199$1.47M
Numerai GP LLC24,227$1.41M
Jupiter Asset Management Ltd20,315$1.18M
Fox Run Management, L.L.C.19,118$1.11M
Dynamic Technology Lab Private Ltd13,447$782.0K
Jefferies Financial Group Inc.13,010$756.5K
Campbell & CO Investment Adviser LLC12,944$752.7K
Connectus Wealth, LLC12,618$733.7K
Pearl River Capital, LLC12,162$707.2K
Martingale Asset Management L P9,910$576.3K
Members Capital Advisors Inc9,752$567.1K
Point72 Asset Management, L.P.8,633$502.0K
Strategic Investment Advisors8,242$479.2K
XTX Topco Ltd7,663$445.6K
Petrus Trust Company, LTA7,482$435.1K
Centiva Capital, LP7,273$422.9K
Outlook Wealth Advisors, LLC6,988$406.3K
Stevens Capital Management LP6,837$398.0K
Edgestream Partners, L.P.6,775$394.0K
Echo Street Capital Management LLC6,437$374.3K
Kingdom Financial Group LLC.6,200$360.5K
Laurion Capital Management LP5,932$344.9K
Alpine Global Management, LLC5,897$342.9K
Shorepoint Capital Partners LLC5,864$341.0K
Boston Financial Mangement LLC5,530$321.6K
Envestnet Portfolio Solutions, Inc.5,181$301.3K
Fund Management at Engine No. 1 LLC4,992$290.3K
Great Lakes Advisors, LLC4,968$288.9K
Cable Hill Partners, LLC4,416$256.8K
Asahi Life Asset Management Co., Ltd.4,360$253.5K
Summit Trail Advisors, LLC4,215$245.1K
MAI Capital Management4,054$235.8K
Nebula Research & Development LLC3,806$221.3K
ISAM Funds (UK) Ltd3,758$218.5K
Strait & Sound Wealth Management LLC3,668$213.3K
Mayflower Financial Advisors, LLC3,613$210.1K
Diametric Capital, LP3,594$209.0K
Lebenthal Global Advisors, LLC3,541$205.9K
Richard W. Paul & Associates, LLC3,447$200.4K
Kapitalo Investimentos Ltda3,294$191.5K
Sentry Investment Management LLC2,026$118.0K
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund2,000$116.0K
Headlands Technologies LLC1,988$115.6K
Acima Private Wealth, LLC1,800$104.7K
Cary Street Partner Investment Advisory LLC1,491$86.7K
Flaharty Asset Management, LLC1,475$85.8K
Riverview Trust Co1,001$58.2K
West Tower Group, LLC791$46.0K
Bay Harbor Wealth Management, LLC771$44.8K
Resurgent Financial Advisors LLC627$36.5K
AllSquare Wealth Management LLC515$29.9K
American National Bank433$25.2K
Park Place Capital Corp383$22.3K
GeoWealth Management, LLC317$18.0K
Headinvest, LLC275$15.3K
Beacon Capital Management, LLC144$10.2K
First Pacific Financial117$6.80K
Baker Avenue Asset Management, LP90$5.23K
Carmel Capital Partners, LLC87$5.06K
Alaska Permanent Fund Corp78$4.54K
TFC Financial Management56$3.26K
Thomas J. Herzfeld Advisors, Inc.52$3.02K
SkyView Investment Advisors, LLC57$3.00K
Northwest Investment Counselors, LLC49$2.85K
Prestige Wealth Management Group LLC45$2.62K
Godsey & Gibb Associates43$2.50K
Duncker Streett & Co Inc41$2.38K
Truvestments Capital LLC36$2.09K
Thompson Siegel & Walmsley LLC28$2.00K
Kepos Capital LP35$2.00K
Magnolia Capital Management Ltd30$2.00K
Caldwell Sutter Capital, Inc.34$1.98K
Citizens National Bank Trust Department33$1.92K
Key Financial Inc30$1.74K
Proffitt & Goodson Inc27$1.57K
Red Tortoise LLC24$1.40K
Cherry Tree Wealth Management, LLC18$1.05K
ClariVest Asset Management LLC13$1.00K

Not filed for Q4 2023 yet (12)

Institutions that held Eversource Energy at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.49,581$2.88M
Kenfarb & Co.21,020$1.22M
Pathstone Family Office, LLC18,025$1.05M
Advisor Partners II, LLC10,149$590.2K
Icon Wealth Partners, LLC6,752$392.7K
Amica Retiree Medical Trust6,568$382.0K
Colony Group LLC4,756$277.0K
Johnson Midwest Financial, LLC3,223$187.4K
Foster Dykema Cabot & Co Inc1,312$76.0K
Sutton Wealth Advisors Inc.126$7.33K
Column Capital Advisors, LLC8$465
Steward Financial Group LLC5$0