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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 309 | $19.1K | 0.00% | −2−0.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 310 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 315 | $19.4K | 0.02% | +315 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.8K | 0.01% | +320 | New |
| Versant Capital Management, Inc | 321 | $19.8K | 0.01% | +10+3.2% | Added |
| First United Bank Trust | 322 | $19.9K | 0.01% | +322 | New |
| Hanson & Doremus Investment Management | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 339 | $20.0K | 0.00% | +85+33.5% | Added |
| Manchester Capital Management LLC | 330 | $20.4K | 0.00% | +8+2.5% | Added |
| Paladin Advisory Group, LLC | 334 | $20.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 337 | $20.8K | 0.01% | +337 | New |
| Colonial Trust Advisors | 340 | $21.0K | 0.00% | +42+14.1% | Added |
| Salem Investment Counselors Inc | 364 | $22.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 377 | $23.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 378 | $23.3K | 0.00% | −709−65.2% | Reduced |
| Kelly Financial Services LLC | 380 | $23.5K | 0.01% | −463−54.9% | Reduced |
| Barrett & Company, Inc. | 400 | $24.7K | 0.01% | −116−22.5% | Reduced |
| Heritage Wealth Advisors | 400 | $24.7K | 0.00% | +400 | New |
| Benjamin Edwards Inc | 408 | $25.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 411 | $25.4K | 0.00% | +141+52.2% | Added |
| Brown Brothers Harriman & Co | 415 | $25.6K | 0.00% | −239−36.5% | Reduced |
| Exchange Traded Concepts, LLC | 424 | $26.2K | 0.00% | +424 | New |
| Zions Bancorporation, N.A. | 438 | $27.0K | 0.00% | −256−36.9% | Reduced |
| City Holding Co | 447 | $27.6K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $27.8K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 470 | $29.0K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $30.9K | 0.00% | +500 | New |
| Sawyer & Company, Inc | 500 | $31.0K | 0.01% | −530−51.5% | Reduced |
| Loomis Sayles & Co L P | 506 | $31.0K | 0.00% | −208−29.1% | Reduced |
| DT Investment Partners, LLC | 577 | $31.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 515 | $31.8K | 0.02% | −142−21.6% | Reduced |
| Coston, McIsaac & Partners | 528 | $32.0K | 0.01% | +2+0.4% | Added |
| Tradition Wealth Management, LLC | 533 | $33.0K | 0.00% | −24−4.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 594 | $36.7K | 0.01% | −350−37.1% | Reduced |
| Hexagon Capital Partners LLC | 596 | $36.8K | 0.01% | +272+84.0% | Added |
| Bangor Savings Bank | 604 | $37.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 620 | $38.3K | 0.03% | +620 | New |
| First Horizon Advisors, Inc. | 627 | $38.8K | 0.00% | −209−25.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $39.3K | 0.00% | −492−40.4% | Reduced |
| Caldwell Trust Co | 649 | $40.1K | 0.01% | −59−8.3% | Reduced |
| MV Capital Management, Inc. | 669 | $41.3K | 0.01% | −47−6.6% | Reduced |
| Addison Advisors LLC | 675 | $41.7K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 696 | $42.0K | 0.00% | −866−55.4% | Reduced |
| Tortoise Investment Management, LLC | 685 | $42.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 700 | $43.2K | 0.01% | +700 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $43.7K | 0.09% | +708 | New |
| Pathway Financial Advisers, LLC | 712 | $43.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 758 | $44.0K | 0.00% | +480+172.7% | Added |
| Sanctuary Wealth Management, L.L.C. | 719 | $44.4K | 0.04% | −544−43.1% | Reduced |
| Perkins Coie Trust Co | 734 | $45.3K | 0.01% | −19−2.5% | Reduced |
| Massmutual Trust Co FSB | 774 | $47.8K | 0.00% | −88−10.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 787 | $48.6K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $49.4K | 0.04% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 835 | $51.5K | 0.00% | +258+44.7% | Added |
| Farmers & Merchants Investments Inc | 850 | $52.5K | 0.00% | −100−10.5% | Reduced |
| Tucker Asset Management LLC | 862 | $53.2K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 863 | $53.5K | 0.00% | +863 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $54.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 867 | $54.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 884 | $54.6K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 895 | $55.2K | 0.00% | −40−4.3% | Reduced |
| CoreFirst Bank & Trust | 907 | $56.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 924 | $57.0K | 0.00% | +4+0.4% | Added |
| Focused Wealth Management, Inc | 942 | $58.1K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 959 | $59.2K | 0.02% | +900+1,525.4% | Added |
| Alta Advisers Ltd | 1,000 | $61.7K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $61.7K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,045 | $64.5K | 0.00% | −121−10.4% | Reduced |
| Emfo, LLC | 1,049 | $64.7K | 0.06% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,071 | $66.1K | 0.03% | −5−0.5% | Reduced |
| FSA Wealth Management LLC | 1,105 | $68.0K | 0.03% | +1,105 | New |
| First Community Trust NA | 1,106 | $68.3K | 0.07% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,148 | $70.9K | 0.02% | +892+348.4% | Added |
| Group One Trading, L.P. | 1,163 | $71.8K | 0.00% | +1,163 | New |
| Rothschild Investment LLC | 1,184 | $73.1K | 0.01% | +1,184 | New |
| Washington Trust Advisors, Inc. | 1,193 | $73.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,381 | $74.9K | 0.02% | +1,381 | New |
| Benjamin F. Edwards & Company, Inc. | 1,272 | $78.0K | 0.00% | −148−10.4% | Reduced |
| AlphaMark Advisors, LLC | 1,297 | $80.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,317 | $81.3K | 0.01% | +1,317 | New |
| Principal Securities, Inc. | 1,327 | $81.9K | 0.00% | +1,327 | New |
| TSFG, LLC | 1,330 | $82.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,361 | $84.0K | 0.01% | +287+26.7% | Added |
| EverSource Wealth Advisors, LLC | 1,437 | $88.7K | 0.01% | +865+151.2% | Added |
| PSI Advisors, LLC | 1,489 | $91.9K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,506 | $93.0K | 0.02% | +375+33.2% | Added |
| ORG Partners LLC | 1,547 | $95.5K | 0.02% | +54+3.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,570 | $96.9K | 0.00% | −622−28.4% | Reduced |
| HM Payson & Co | 1,572 | $97.0K | 0.00% | −1,023−39.4% | Reduced |
| Penserra Capital Management LLC | 1,616 | $99.0K | 0.00% | −338−17.3% | Reduced |
| Smithfield Trust Co | 1,673 | $103.0K | 0.01% | −1,756−51.2% | Reduced |
| TD Private Client Wealth LLC | 1,694 | $104.6K | 0.00% | +800+89.5% | Added |
| Capital Analysts, LLC | 1,744 | $107.0K | 0.01% | +23+1.3% | Added |
| West Branch Capital LLC | 1,747 | $107.8K | 0.05% | +220+14.4% | Added |
| Webster Bank, N. A. | 1,768 | $109.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,811 | $111.8K | 0.01% | −541−23.0% | Reduced |
| Bartlett & Co. LLC | 1,953 | $121.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,974 | $121.9K | 0.00% | −2,121−51.8% | Reduced |