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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 1,953 | $122.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,033 | $125.5K | 0.02% | −450−18.1% | Reduced |
| Federated Hermes, Inc. | 2,059 | $127.1K | 0.00% | −9−0.4% | Reduced |
| Private Trust Co NA | 2,107 | $130.0K | 0.02% | +251+13.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,171 | $134.0K | 0.01% | +1,023+89.1% | Added |
| Montag A & Associates Inc | 2,200 | $135.8K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,268 | $140.0K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,274 | $140.4K | 0.01% | −383−14.4% | Reduced |
| Richardson Financial Services Inc. | 2,405 | $148.4K | 0.13% | +2,405 | New |
| Global Retirement Partners, LLC | 2,792 | $157.0K | 0.01% | −733−20.8% | Reduced |
| Albion Financial Group | 2,644 | $163.2K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,677 | $165.0K | 0.00% | +563+26.6% | Added |
| NBC Securities, Inc. | 2,744 | $169.0K | 0.02% | −4,222−60.6% | Reduced |
| IFP Advisors, Inc | 2,779 | $171.5K | 0.01% | −671−19.4% | Reduced |
| West Paces Advisors Inc. | 2,920 | $180.2K | 0.05% | −356−10.9% | Reduced |
| TD Waterhouse Canada Inc. | 2,886 | $181.5K | 0.00% | +67+2.4% | Added |
| Farther Finance Advisors, LLC | 2,942 | $181.6K | 0.01% | +1,617+122.0% | Added |
| Glassman Wealth Services | 3,005 | $185.5K | 0.03% | −257−7.9% | Reduced |
| LGT Financial Advisors LLC | 3,075 | $189.8K | 0.23% | +1,287+72.0% | Added |
| Virtus ETF Advisers LLC | 3,166 | $195.4K | 0.12% | +359+12.8% | Added |
| Parallel Advisors, LLC | 3,202 | $197.7K | 0.01% | −1,105−25.7% | Reduced |
| Sandy Spring Bank | 3,231 | $199.4K | 0.01% | −55−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 3,314 | $204.5K | 0.01% | −836−20.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,335 | $205.8K | 0.05% | +3,335 | New |
| FC Advisory LLC | 3,354 | $207.0K | 0.08% | +3,354 | New |
| Crestwood Advisors Group LLC | 3,373 | $208.2K | 0.00% | +3,373 | New |
| Sound Income Strategies, LLC | 3,389 | $209.2K | 0.02% | −2,483−42.3% | Reduced |
| Graypoint LLC | 3,406 | $210.2K | 0.02% | +3,406 | New |
| Redhawk Wealth Advisors, Inc. | 3,411 | $210.5K | 0.04% | +3,411 | New |
| Cozad Asset Management Inc | 3,431 | $211.8K | 0.02% | +3,431 | New |
| South State Corp. | 3,434 | $211.9K | 0.02% | −4,719−57.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $213.0K | 0.20% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $213.1K | 0.09% | 00.0% | Unchanged |
| Lincoln National Corp | 3,502 | $216.1K | 0.00% | −115−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 3,502 | $216.1K | 0.00% | −6,972−66.6% | Reduced |
| AJOVista, LLC | 3,504 | $216.3K | 0.27% | +3,504 | New |
| Central Trust Co | 3,518 | $217.1K | 0.01% | +37+1.1% | Added |
| Cadence Wealth Management LLC | 3,521 | $217.3K | 0.17% | −479−12.0% | Reduced |
| Accurate Wealth Management, LLC | 3,832 | $218.9K | 0.07% | −334−8.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,587 | $221.4K | 0.00% | −43−1.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,607 | $222.7K | 0.11% | +374+11.6% | Added |
| Hantz Financial Services, Inc. | 3,614 | $223.0K | 0.00% | −89−2.4% | Reduced |
| UniSuper Management Pty Ltd | 3,614 | $223.1K | 0.00% | +1,114+44.6% | Added |
| Quantbot Technologies LP | 3,680 | $227.1K | 0.01% | −100,163−96.5% | Reduced |
| Tyche Wealth Partners LLC | 3,690 | $227.7K | 0.05% | +3,690 | New |
| Tranquilli Financial Advisor LLC | 3,716 | $229.4K | 0.16% | −1,300−25.9% | Reduced |
| Cigna Investments Inc | 3,732 | $230.0K | 0.05% | −48−1.3% | Reduced |
| Chesapeake Asset Management LLC | 3,744 | $231.1K | 0.21% | +119+3.3% | Added |
| Goldstone Financial Group, LLC | 3,756 | $231.8K | 0.06% | +3,756 | New |
| Hamilton Capital, LLC | 3,757 | $231.9K | 0.02% | +3,757 | New |
| Charter Trust Co | 3,771 | $232.7K | 0.02% | −900−19.3% | Reduced |
| Gateway Investment Advisers LLC | 3,842 | $237.1K | 0.00% | +3,842 | New |
| Asset Management Resources, LLC | 3,871 | $238.9K | 0.14% | −800−17.1% | Reduced |
| RFG Advisory, LLC | 3,889 | $240.1K | 0.01% | −58−1.5% | Reduced |
| Melfa Wealth Management, LLC | 3,924 | $242.2K | 0.23% | +15+0.4% | Added |
| Balentine LLC | 3,931 | $242.6K | 0.01% | −1,341−25.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 3,933 | $242.7K | 0.00% | −733−15.7% | Reduced |
| Boothbay Fund Management, LLC | 3,946 | $243.5K | 0.01% | +3,946 | New |
| Waldron Private Wealth LLC | 4,018 | $248.0K | 0.01% | +4,018 | New |
| Glenview Trust Co | 4,037 | $249.2K | 0.01% | +4,037 | New |
| Sterling Investment Counsel, LLC | 4,127 | $254.7K | 0.13% | −845−17.0% | Reduced |
| Continuum Advisory, LLC | 4,133 | $255.2K | 0.04% | −616−13.0% | Reduced |
| Perigon Wealth Management, LLC | 4,145 | $255.9K | 0.01% | +4,145 | New |
| Waddell & Associates, LLC | 4,150 | $256.1K | 0.03% | +6+0.1% | Added |
| Krane Funds Advisors LLC | 4,160 | $256.8K | 0.01% | −3,944−48.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,161 | $256.8K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,182 | $258.1K | 0.10% | +4+0.1% | Added |
| Grace & White Inc | 4,200 | $259.2K | 0.05% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,220 | $260.5K | 0.03% | −377−8.2% | Reduced |
| Boston Private Wealth LLC | 4,221 | $260.5K | 0.01% | +4,221 | New |
| Ingalls & Snyder LLC | 4,221 | $261.0K | 0.01% | −500−10.6% | Reduced |
| KC Investment Advisors, LLC | 4,236 | $261.4K | 0.16% | −719−14.5% | Reduced |
| Morton Community Bank | 4,323 | $266.8K | 0.09% | +4,323 | New |
| Cullinan Associates Inc | 4,357 | $268.9K | 0.01% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 4,361 | $269.2K | 0.03% | +4,361 | New |
| National Asset Management, Inc. | 4,375 | $270.0K | 0.01% | +590+15.6% | Added |
| Clifford Swan Investment Counsel LLC | 4,381 | $270.4K | 0.01% | −15−0.3% | Reduced |
| Cedrus LLC | 4,396 | $271.3K | 0.17% | −653−12.9% | Reduced |
| Ballentine Partners, LLC | 4,425 | $273.1K | 0.01% | −2,914−39.7% | Reduced |
| Axxcess Wealth Management, LLC | 4,462 | $275.4K | 0.01% | +4,462 | New |
| Inceptionr LLC | 4,481 | $276.6K | 0.20% | +4,481 | New |
| Trust Co of Vermont | 4,482 | $276.6K | 0.02% | −586−11.6% | Reduced |
| Veriti Management LLC | 4,535 | $279.9K | 0.03% | +4,535 | New |
| Shore Point Advisors, LLC | 4,542 | $280.4K | 0.17% | −10.0% | Reduced |
| HighPoint Advisor Group LLC | 4,909 | $282.0K | 0.02% | +4,909 | New |
| Huntington National Bank | 4,593 | $283.5K | 0.00% | −446−8.9% | Reduced |
| Twinbeech Capital LP | 4,593 | $283.5K | 0.00% | +4,593 | New |
| South Dakota Investment Council | 4,600 | $284.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,760 | $293.8K | 0.00% | −1,405−22.8% | Reduced |
| Simplex Trading, LLC | 4,828 | $297.0K | 0.01% | −19,317−80.0% | Reduced |
| S. R. Schill & Associates | 4,815 | $297.2K | 0.13% | +4,815 | New |
| IHT Wealth Management, LLC | 4,832 | $298.2K | 0.01% | +10+0.2% | Added |
| Stephenson National Bank & Trust | 4,854 | $299.6K | 0.15% | −3,871−44.4% | Reduced |
| Savant Capital, LLC | 4,855 | $299.7K | 0.00% | +71+1.5% | Added |
| GTS Securities LLC | 4,862 | $300.1K | 0.01% | +4,862 | New |
| Horizon Investments, LLC | 4,912 | $303.2K | 0.01% | +157+3.3% | Added |
| Prio Wealth Limited Partnership | 4,913 | $303.2K | 0.01% | +118+2.5% | Added |
| Spinnaker Trust | 4,915 | $303.4K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,916 | $303.4K | 0.01% | −1,180−19.4% | Reduced |
| Trueblood Wealth Management, LLC | 4,916 | $303.4K | 0.19% | +4,916 | New |