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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
First Pacific Financial0$00.00%−117−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−90−100.0%Sold out
Carmel Capital Partners, LLC0$00.00%−87−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−78−100.0%Sold out
TFC Financial Management0$00.00%−56−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−52−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−57−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−49−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−45−100.0%Sold out
Godsey & Gibb Associates0$00.00%−43−100.0%Sold out
Duncker Streett & Co Inc0$00.00%−41−100.0%Sold out
Truvestments Capital LLC0$00.00%−36−100.0%Sold out
Thompson Siegel & Walmsley LLC0$00.00%−28−100.0%Sold out
Kepos Capital LP0$00.00%−35−100.0%Sold out
Magnolia Capital Management Ltd0$00.00%−30−100.0%Sold out
Citizens National Bank Trust Department0$00.00%−33−100.0%Sold out
Key Financial Inc0$00.00%−30−100.0%Sold out
Proffitt & Goodson Inc0$00.00%−27−100.0%Sold out
Red Tortoise LLC0$00.00%−24−100.0%Sold out
Cherry Tree Wealth Management, LLC0$00.00%−18−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−13−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−11−100.0%Sold out
JNBA Financial Advisors0$00.00%−7−100.0%Sold out
Oliver Lagore Vanvalin Investment Group0$00.00%−5−100.0%Sold out
VisionPoint Advisory Group, LLC0$00.00%−4−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Kenfarb & Co.––––Not filed
Pathstone Family Office, LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Icon Wealth Partners, LLC––––Not filed
Amica Retiree Medical Trust––––Not filed
Colony Group LLC––––Not filed
Johnson Midwest Financial, LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Column Capital Advisors, LLC––––Not filed
Steward Financial Group LLC––––Not filed