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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 821 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2023: $17.2B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2023.

Institutions holding ES in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.5$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$30.00%0New
Eagle Bay Advisors LLC2$1260.00%−32−94.1%Reduced
Valued Wealth Advisors LLC3$1750.00%+3New
WestEnd Advisors, LLC5$3090.00%−4−44.4%Reduced
True Wealth Design, LLC5$3090.00%00.0%Unchanged
Evermay Wealth Management LLC6$3710.00%+6New
Fairman Group, LLC7$4320.00%+7New
Tfo-TDC, LLC8$4940.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$4990.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC9$5550.00%−1−10.0%Reduced
Highline Wealth Partners LLC10$6170.00%00.0%Unchanged
FinTrust Capital Advisors, LLC11$6790.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11$6790.00%+11New
Country Trust Bank13$8020.00%00.0%Unchanged
Smartleaf Asset Management LLC14$8660.00%+14New
Salomon & Ludwin, LLC16$9300.00%00.0%Unchanged
Avion Wealth9$1.00K0.00%−44−83.0%Reduced
Vaughan Nelson Investment Management, L.P.11$1.00K0.00%+11New
Pacifica Partners Inc.20$1.20K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.20$1.24K0.00%+20New
Friedenthal Financial21$1.30K0.00%+21New
Dunhill Financial, LLC24$1.49K0.00%+24New
Iron Horse Wealth Management, LLC25$1.54K0.00%00.0%Unchanged
Cornerstone Planning Group LLC26$1.60K0.00%−8−23.5%Reduced
Plante Moran Financial Advisors, LLC26$1.60K0.00%+26New
TCTC Holdings, LLC27$1.67K0.00%+27New
Wolff Wiese Magana LLC30$1.85K0.00%+30New
Ancora Advisors, LLC31$1.91K0.00%−187−85.8%Reduced
Pacific Capital Wealth Advisors, Inc31$1.91K0.00%+31New
Hazlett, Burt & Watson, Inc.28$2.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC33$2.04K0.00%00.0%Unchanged
Main Street Group, LTD35$2.19K0.00%+35New
Chilton Capital Management LLC36$2.22K0.00%00.0%Unchanged
Retirement Group, LLC36$2.22K0.00%+36New
TD Capital Management LLC39$2.42K0.00%+14+56.0%Added
Winch Advisory Services, LLC41$2.50K0.00%+1+2.5%Added
Sunbelt Securities, Inc.45$2.76K0.00%00.0%Unchanged
Centennial Bank47$2.90K0.00%00.0%Unchanged
Clear Investment Research, LLC50$3.09K0.00%+50New
Trifecta Capital Advisors, LLC56$3.46K0.00%+47+522.2%Added
Grove Bank & Trust62$3.83K0.00%00.0%Unchanged
Solstein Capital, LLC69$4.26K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$4.38K0.00%00.0%Unchanged
Fortitude Family Office, LLC73$4.51K0.00%+73New
Rocky Mountain Advisers, LLC75$4.63K0.00%00.0%Unchanged
Provence Wealth Management Group76$4.69K0.00%00.0%Unchanged
EntryPoint Capital, LLC79$4.88K0.00%+79New
Pin Oak Investment Advisors Inc83$5.00K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.80$5.00K0.00%+80New
Castleview Partners, LLC85$5.25K0.00%+4+4.9%Added
JFS Wealth Advisors, LLC93$5.74K0.00%+68+272.0%Added
McIlrath & Eck, LLC94$5.80K0.00%+58+161.1%Added
Rockbridge Investment Management, LCC108$6.67K0.00%+108New
Abound Wealth Management109$6.73K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.109$6.77K0.00%+1+0.9%Added
Turtle Creek Wealth Advisors, LLC113$6.97K0.00%+113New
Harbor Investment Advisory, LLC115$7.10K0.00%+115New
Mark Sheptoff Financial Planning, LLC118$7.28K0.00%00.0%Unchanged
Operose Advisors LLC118$7.28K0.00%00.0%Unchanged
Compass Wealth Management LLC119$7.34K0.00%00.0%Unchanged
Garner Asset Management Corp140$7.38K0.00%+140New
Robbins Farley LLC125$7.71K0.00%00.0%Unchanged
Hartford Financial Management Inc.130$8.02K0.00%00.0%Unchanged
Nemes Rush Group LLC131$8.09K0.00%00.0%Unchanged
SJS Investment Consulting Inc.132$8.13K0.00%+116+725.0%Added
Westside Investment Management, Inc.134$8.27K0.00%00.0%Unchanged
Venturi Wealth Management, LLC135$8.33K0.00%+92+214.0%Added
Rosenberg Matthew Hamilton141$8.70K0.00%00.0%Unchanged
WealthCollab, LLC144$8.89K0.01%+144New
SRS Capital Advisors, Inc.147$9.10K0.00%+131+818.8%Added
Clearstead Advisors, LLC156$9.63K0.00%−108−40.9%Reduced
MCF Advisors LLC160$9.88K0.00%+160New
Private Wealth Management Group, LLC161$9.94K0.00%+161New
Pineridge Advisors LLC161$9.94K0.00%+161New
GW&K Investment Management, LLC160$10.0K0.00%−50−23.8%Reduced
Bell Investment Advisors, Inc167$10.3K0.00%+18+12.1%Added
Colonial Trust Co172$10.6K0.00%−6−3.4%Reduced
North Star Investment Management Corp.191$11.8K0.00%−11−5.4%Reduced
Cullen/Frost Bankers, Inc.193$11.9K0.00%00.0%Unchanged
City State Bank187$12.0K0.01%−100−34.8%Reduced
Geneos Wealth Management Inc.197$12.2K0.00%−818−80.6%Reduced
Coppell Advisory Solutions LLC199$12.3K0.00%+41+25.9%Added
Investors Research Corp199$12.3K0.00%00.0%Unchanged
Raleigh Capital Management Inc.201$12.4K0.01%−2,307−92.0%Reduced
Financial Perspectives, Inc210$13.0K0.01%00.0%Unchanged
First Personal Financial Services225$13.9K0.00%00.0%Unchanged
Atticus Wealth Management, LLC227$14.0K0.00%00.0%Unchanged
Umb Bank N A231$14.3K0.00%−411−64.0%Reduced
Criterion Capital Advisors, LLC238$14.7K0.01%+238New
Aspire Private Capital, LLC238$14.7K0.00%−6,711−96.6%Reduced
Anchor Investment Management, LLC246$15.2K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.191$16.0K0.00%+5+2.7%Added
First Command Advisory Services, Inc.262$16.2K0.00%00.0%Unchanged
Fairfield, Bush & Co.266$16.4K0.01%+266New
Baldwin Brothers Inc269$16.6K0.00%−590−68.7%Reduced
Gleason Group, Inc.271$16.7K0.00%+3+1.1%Added
Hall Laurie J Trustee270$17.0K0.01%00.0%Unchanged
Covestor Ltd270$17.0K0.01%+10+3.8%Added
Concord Wealth Partners298$18.4K0.00%+1+0.3%Added