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 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 3,891 | $304.5K | 0.08% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,939 | $304.8K | 0.02% | +28+0.6% | Added |
| Wells Trecaso Financial Group, LLC | 4,947 | $305.3K | 0.12% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 4,957 | $305.9K | 0.03% | +1,240+33.4% | Added |
| Colony Group, LLC | 4,970 | $307.0K | 0.00% | +4,970 | New |
| Checchi Capital Advisers, LLC | 4,979 | $307.3K | 0.02% | +355+7.7% | Added |
| Gradient Investments LLC | 4,996 | $308.3K | 0.01% | +132+2.7% | Added |
| Thomasville National Bank | 5,005 | $308.9K | 0.03% | −10.0% | Reduced |
| Beaumont Financial Advisors, LLC | 5,036 | $310.8K | 0.03% | −23−0.5% | Reduced |
| Empire Financial Management Company, LLC | 5,057 | $312.1K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,063 | $312.5K | 0.01% | +1,611+46.7% | Added |
| Wealth Alliance | 5,065 | $312.6K | 0.04% | +444+9.6% | Added |
| Kingsview Wealth Management, LLC | 5,066 | $312.7K | 0.01% | −49,874−90.8% | Reduced |
| Lake Street Advisors Group, LLC | 5,067 | $312.7K | 0.02% | +5,067 | New |
| Snowden Capital Advisors LLC | 5,081 | $313.6K | 0.01% | −1,990−28.1% | Reduced |
| Kraematon Investment Advisors, Inc | 5,096 | $314.5K | 0.35% | +37+0.7% | Added |
| Oxler Private Wealth LLC | 5,130 | $316.6K | 0.26% | −26,646−83.9% | Reduced |
| Spire Wealth Management | 6,007 | $320.9K | 0.01% | −50−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 5,233 | $323.0K | 0.01% | +5,233 | New |
| Vestmark Advisory Solutions, Inc. | 5,266 | $325.0K | 0.02% | −546−9.4% | Reduced |
| Davenport & Co LLC | 5,286 | $326.2K | 0.00% | −300−5.4% | Reduced |
| Capula Management Ltd | 5,321 | $328.4K | 0.02% | +5,321 | New |
| Barry Investment Advisors, LLC | 5,407 | $333.8K | 0.11% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $335.5K | 0.21% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,443 | $335.9K | 0.11% | +1,748+47.3% | Added |
| Engineers Gate Manager LP | 5,449 | $336.3K | 0.01% | −51,019−90.4% | Reduced |
| HBK Sorce Advisory LLC | 5,479 | $338.2K | 0.01% | +546+11.1% | Added |
| Wealthspire Advisors, LLC | 5,580 | $344.4K | 0.00% | +119+2.2% | Added |
| Eastern Bank | 5,584 | $344.6K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 5,594 | $345.2K | 0.01% | −3,287−37.0% | Reduced |
| Quadcap Wealth Management, LLC | 5,632 | $347.6K | 0.09% | +5,632 | New |
| Merit Financial Group, LLC | 5,734 | $353.9K | 0.01% | −548−8.7% | Reduced |
| J.W. Cole Advisors, Inc. | 5,767 | $356.0K | 0.02% | +109+1.9% | Added |
| Midwest Professional Planners, LTD. | 5,804 | $358.2K | 0.14% | +239+4.3% | Added |
| Belpointe Asset Management LLC | 5,860 | $361.7K | 0.03% | −359−5.8% | Reduced |
| Meeder Advisory Services, Inc. | 5,919 | $365.3K | 0.04% | +1,574+36.2% | Added |
| KCM Investment Advisors LLC | 5,981 | $369.1K | 0.01% | −54−0.9% | Reduced |
| Wedbush Securities Inc | 5,993 | $370.0K | 0.02% | −971−13.9% | Reduced |
| Apella Capital, LLC | 5,898 | $370.9K | 0.02% | −112−1.9% | Reduced |
| Systematic Portfolios LLC | 6,020 | $371.6K | 1.12% | +6,020 | New |
| HB Wealth Management, LLC | 6,027 | $372.0K | 0.01% | +1,682+38.7% | Added |
| Desjardins Global Asset Management Inc. | 6,030 | $372.1K | 0.04% | −1,336−18.1% | Reduced |
| Raymond James Trust N.A. | 6,044 | $373.0K | 0.01% | +113+1.9% | Added |
| Baystate Wealth Management LLC | 6,051 | $373.5K | 0.03% | +66+1.1% | Added |
| Plato Investment Management Ltd | 6,066 | $374.4K | 0.46% | +6,066 | New |
| Mirova | 6,142 | $379.1K | 0.08% | −375−5.8% | Reduced |
| Savior LLC | 6,150 | $379.6K | 1.99% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,228 | $384.0K | 0.01% | −278−4.3% | Reduced |
| Jmac Enterprises LLC | 6,300 | $388.8K | 0.08% | −2,400−27.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,338 | $391.2K | 0.03% | +1,281+25.3% | Added |
| Blue Fin Capital, Inc. | 6,347 | $391.7K | 0.10% | −150−2.3% | Reduced |
| CFS Investment Advisory Services, LLC | 6,428 | $397.0K | 0.07% | +6,428 | New |
| Alberta Investment Management Corp | 6,500 | $401.2K | 0.00% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 6,506 | $401.6K | 0.02% | +1,062+19.5% | Added |
| Modera Wealth Management, LLC | 6,530 | $403.0K | 0.01% | +146+2.3% | Added |
| Prosperity Wealth Management, Inc. | 6,632 | $409.3K | 0.27% | +25+0.4% | Added |
| Sawtooth Solutions, LLC | 6,651 | $410.5K | 0.01% | +443+7.1% | Added |
| Bleakley Financial Group, LLC | 6,651 | $410.5K | 0.01% | +443+7.1% | Added |
| NewEdge Wealth, LLC | 6,675 | $412.0K | 0.01% | −426−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 6,696 | $413.3K | 0.01% | −396−5.6% | Reduced |
| FineMark National Bank & Trust | 6,704 | $413.8K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 6,796 | $419.5K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,835 | $421.9K | 0.04% | −783−10.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,858 | $423.3K | 0.01% | +6,858 | New |
| Prossimo Advisors, LLC | 6,870 | $424.0K | 0.90% | −950−12.1% | Reduced |
| Independent Advisor Alliance | 6,880 | $424.6K | 0.02% | −322−4.5% | Reduced |
| Sachetta, LLC | 6,931 | $427.8K | 0.20% | +6,931 | New |
| Fiduciary Trust Co | 7,029 | $433.8K | 0.01% | +354+5.3% | Added |
| Nomura Holdings Inc | 7,038 | $434.4K | 0.00% | +7,038 | New |
| Hills Bank & Trust Co | 7,146 | $441.1K | 0.04% | 00.0% | Unchanged |
| Seeds Investor LLC | 7,208 | $444.9K | 0.50% | +7,208 | New |
| Coldstream Capital Management Inc | 7,212 | $445.1K | 0.01% | −1,937−21.2% | Reduced |
| LVW Advisors, LLC | 7,500 | $462.9K | 0.09% | +7,500 | New |
| Syon Capital LLC | 7,561 | $466.7K | 0.05% | +7,561 | New |
| Valley Brook Capital Group | 7,628 | $470.8K | 0.41% | −562−6.9% | Reduced |
| Algert Global LLC | 7,650 | $472.2K | 0.02% | +7,650 | New |
| Whittier Trust Co | 7,671 | $473.4K | 0.01% | −1,195−13.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,752 | $478.5K | 0.00% | +17+0.2% | Added |
| Walleye Trading LLC | 7,788 | $480.7K | 0.01% | +7,788 | New |
| Finivi Inc. | 7,803 | $481.6K | 0.47% | +7,803 | New |
| V-Square Quantitative Management LLC | 7,944 | $490.3K | 0.12% | +1,528+23.8% | Added |
| BKD Wealth Advisors, LLC | 7,958 | $491.2K | 0.01% | −35−0.4% | Reduced |
| Mystic Asset Management, Inc. | 7,961 | $491.4K | 0.23% | +850+12.0% | Added |
| Gotham Asset Management, LLC | 7,979 | $492.5K | 0.01% | +7,979 | New |
| Bridgeworth, LLC | 8,024 | $495.2K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,038 | $496.1K | 0.00% | +21+0.3% | Added |
| Spirit of America Management Corp | 8,050 | $496.8K | 0.11% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 8,072 | $498.2K | 0.33% | −19,835−71.1% | Reduced |
| Vinva Investment Management Ltd | 8,063 | $499.6K | 0.03% | +8,063 | New |
| Investment Management Corp of Ontario | 8,163 | $503.8K | 0.01% | +8,163 | New |
| SageView Advisory Group, LLC | 9,293 | $509.4K | 0.02% | +801+9.4% | Added |
| Natixis | 8,259 | $509.7K | 0.00% | +8,259 | New |
| Grimes & Company, Inc. | 8,355 | $515.7K | 0.02% | +124+1.5% | Added |
| First Hawaiian Bank | 8,376 | $517.0K | 0.02% | +3,285+64.5% | Added |
| Berkshire Bank | 8,498 | $524.5K | 0.14% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,536 | $526.8K | 0.05% | −9,830−53.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,721 | $538.3K | 0.03% | +655+8.1% | Added |
| Daymark Wealth Partners, LLC | 8,760 | $540.7K | 0.03% | −189−2.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,767 | $541.1K | 0.02% | +8,767 | New |
| SC&H Financial Advisors, Inc. | 8,823 | $544.6K | 0.16% | −3,825−30.2% | Reduced |