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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 8,871 | $547.5K | 0.03% | −3,861−30.3% | Reduced |
| First Manhattan Co | 8,878 | $548.0K | 0.00% | +4,126+86.8% | Added |
| Bayesian Capital Management, LP | 8,900 | $549.3K | 0.06% | −398−4.3% | Reduced |
| Valmark Advisers, Inc. | 8,971 | $553.7K | 0.01% | −90−1.0% | Reduced |
| Evergreen Capital Management LLC | 9,033 | $557.5K | 0.02% | +4,646+105.9% | Added |
| FJ Investments, LLC | 9,100 | $561.7K | 0.03% | +9,100 | New |
| NorthRock Partners, LLC | 9,151 | $564.8K | 0.02% | +5,135+127.9% | Added |
| Seven Eight Capital, LP | 9,186 | $567.0K | 0.07% | +9,186 | New |
| Chatham Capital Group, Inc. | 9,188 | $567.1K | 0.11% | −100−1.1% | Reduced |
| Northwest & Ethical Investments L.P. | 9,192 | $567.3K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 9,308 | $574.5K | 0.35% | −95−1.0% | Reduced |
| Lazard Asset Management LLC | 9,378 | $578.0K | 0.00% | −12,867−57.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,373 | $578.5K | 0.11% | −196−2.0% | Reduced |
| Modern Wealth Management, LLC | 9,378 | $578.8K | 0.07% | +9,378 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,405 | $580.5K | 0.00% | −44−0.5% | Reduced |
| Bridgewater Associates, LP | 9,458 | $583.7K | 0.00% | −201−2.1% | Reduced |
| Greenleaf Trust | 9,509 | $586.9K | 0.01% | +1,007+11.8% | Added |
| Apollon Wealth Management, LLC | 9,680 | $597.5K | 0.02% | +5,827+151.2% | Added |
| Northwestern Mutual Wealth Management Co | 9,748 | $601.7K | 0.00% | +2,844+41.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,813 | $606.0K | 0.01% | −760−7.2% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $613.0K | 0.07% | −43,860−81.5% | Reduced |
| Keybank National Association | 9,987 | $616.4K | 0.00% | −6,087−37.9% | Reduced |
| My Legacy Advisors, LLC | 10,979 | $627.1K | 0.23% | −379−3.3% | Reduced |
| Stratos Wealth Partners, LTD. | 10,198 | $629.4K | 0.01% | −38−0.4% | Reduced |
| Heritage Financial Services, LLC | 10,235 | $631.7K | 0.11% | −250−2.4% | Reduced |
| Morningstar Investment Services LLC | 10,214 | $633.0K | 0.00% | +10,214 | New |
| Credit Agricole S A | 10,303 | $635.9K | 0.01% | +6,601+178.3% | Added |
| Finer Wealth Management, Inc. | 10,330 | $637.6K | 0.47% | −47−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 10,345 | $638.5K | 0.01% | +5,942+135.0% | Added |
| Claro Advisors LLC | 10,510 | $648.7K | 0.14% | −1,643−13.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 10,539 | $650.0K | 0.52% | −3,879−26.9% | Reduced |
| Huber Capital Management LLC | 10,600 | $654.2K | 0.16% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 10,601 | $654.3K | 0.28% | +10,601 | New |
| Sheaff Brock Investment Advisors, LLC | 10,799 | $666.5K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 10,806 | $666.9K | 0.20% | +1,606+17.5% | Added |
| Brinker Capital Investments, LLC | 10,613 | $667.2K | 0.01% | +283+2.7% | Added |
| Orion Portfolio Solutions, LLC | 10,613 | $667.2K | 0.01% | +283+2.7% | Added |
| Welch & Forbes LLC | 10,813 | $667.4K | 0.01% | −76−0.7% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $678.0K | 0.27% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 11,057 | $682.4K | 0.02% | +38+0.3% | Added |
| Trust Point Inc. | 11,378 | $702.2K | 0.06% | +11,378 | New |
| Garda Capital Partners LP | 11,429 | $705.4K | 0.36% | +600+5.5% | Added |
| Oak Thistle LLC | 11,450 | $706.7K | 0.20% | +11,450 | New |
| Tiaa Trust, National Association | 11,487 | $709.0K | 0.00% | −2,175−15.9% | Reduced |
| Regions Financial Corp | 11,488 | $709.0K | 0.01% | −805−6.5% | Reduced |
| Icon Wealth Advisors, LLC | 11,492 | $709.3K | 0.07% | +11,492 | New |
| Proequities, Inc. | 11,497 | $709.6K | 0.05% | −2,887−20.1% | Reduced |
| Baker Ellis Asset Management LLC | 11,510 | $710.4K | 0.11% | −287−2.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,679 | $720.8K | 0.01% | +5,486+88.6% | Added |
| QRG Capital Management, Inc. | 11,796 | $728.0K | 0.01% | +1,564+15.3% | Added |
| Empirical Asset Management, LLC | 11,807 | $728.7K | 0.59% | +11,807 | New |
| United Services Automobile Association | 11,818 | $729.4K | 0.02% | +11,818 | New |
| Resources Investment Advisors, LLC. | 11,852 | $731.5K | 0.01% | +785+7.1% | Added |
| Kingswood Wealth Advisors, LLC | 12,033 | $742.7K | 0.08% | +12,033 | New |
| Wetherby Asset Management Inc | 12,059 | $744.3K | 0.04% | +2,547+26.8% | Added |
| Oppenheimer & Co Inc | 12,074 | $745.2K | 0.01% | −289−2.3% | Reduced |
| Empirical Finance, LLC | 12,119 | $748.0K | 0.05% | +92+0.8% | Added |
| Beacon Financial Advisory LLC | 12,209 | $753.5K | 0.36% | −10−0.1% | Reduced |
| Private Advisor Group, LLC | 12,277 | $757.7K | 0.01% | −2,183−15.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 12,314 | $760.0K | 0.10% | +12,314 | New |
| Signaturefd, LLC | 12,384 | $764.3K | 0.02% | +864+7.5% | Added |
| Sowa Financial Group, Inc. | 12,414 | $766.0K | 0.62% | +135+1.1% | Added |
| MML Investors Services, LLC | 12,428 | $767.0K | 0.00% | −4,558−26.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,445 | $768.1K | 0.05% | +519+4.4% | Added |
| Norinchukin Bank, The | 13,066 | $806.4K | 0.02% | −2,496−16.0% | Reduced |
| Beacon Pointe Advisors, LLC | 13,122 | $809.9K | 0.01% | −5,563−29.8% | Reduced |
| Nations Financial Group Inc, | 13,250 | $817.8K | 0.08% | −950−6.7% | Reduced |
| Toroso Investments, LLC | 13,368 | $825.1K | 0.02% | +3,359+33.6% | Added |
| Allworth Financial LP | 13,373 | $825.4K | 0.01% | −36−0.3% | Reduced |
| Assenagon Asset Management S.A. | 13,445 | $829.8K | 0.00% | 00.0% | Unchanged |
| Rockland Trust Co | 13,452 | $830.3K | 0.05% | −179−1.3% | Reduced |
| Ieq Capital, LLC | 13,527 | $834.9K | 0.01% | −14,575−51.9% | Reduced |
| FDx Advisors, Inc. | 13,587 | $839.0K | 0.06% | +1,457+12.0% | Added |
| Rockefeller Capital Management L.P. | 13,700 | $845.6K | 0.00% | −688−4.8% | Reduced |
| Presima Inc. | 13,730 | $847.4K | 0.19% | +200+1.5% | Added |
| Armstrong Advisory Group, Inc | 13,800 | $851.7K | 0.08% | +3,513+34.1% | Added |
| Union Savings Bank | 13,878 | $856.5K | 0.49% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 13,980 | $862.8K | 0.42% | −1,650−10.6% | Reduced |
| CIBC Private Wealth Group, LLC | 14,003 | $864.3K | 0.00% | −85,932−86.0% | Reduced |
| Profund Advisors LLC | 14,122 | $871.6K | 0.04% | −359−2.5% | Reduced |
| Concurrent Investment Advisors, LLC | 14,161 | $874.0K | 0.04% | +14,161 | New |
| Mondrian Investment Partners LTD | 14,167 | $874.4K | 0.01% | +455+3.3% | Added |
| Heritage Trust Co | 14,216 | $877.4K | 0.12% | −71−0.5% | Reduced |
| Metropolitan Life Insurance Co | 14,219 | $877.6K | 0.04% | −223−1.5% | Reduced |
| Miller Howard Investments Inc | 14,259 | $880.1K | 0.03% | −12,257−46.2% | Reduced |
| Mattern Capital Management, LLC | 14,388 | $888.0K | 0.13% | −69,823−82.9% | Reduced |
| Ameritas Investment Partners, Inc. | 14,415 | $889.7K | 0.03% | −3,963−21.6% | Reduced |
| Sutton Place Investors LLC | 14,501 | $895.0K | 0.65% | +14,501 | New |
| Kestra Advisory Services, LLC | 14,864 | $917.4K | 0.01% | +623+4.4% | Added |
| Quantinno Capital Management LP | 15,005 | $926.0K | 0.03% | +7,745+106.7% | Added |
| Mattern Wealth Management LLC | 15,278 | $942.9K | 0.24% | −300−1.9% | Reduced |
| Axq Capital, LP | 15,500 | $956.7K | 0.25% | +15,500 | New |
| Paradigm Financial Partners, LLC | 15,558 | $960.2K | 0.23% | −2,645−14.5% | Reduced |
| Teacher Retirement System of Texas | 16,036 | $990.0K | 0.01% | −10,991−40.7% | Reduced |
| Kesler, Norman & Wride, LLC | 16,247 | $1.00M | 0.23% | −52,255−76.3% | Reduced |
| Camelot Portfolios, LLC | 16,854 | $1.04M | 0.62% | +16,854 | New |
| Great Oak Capital Partners, LLC | 16,970 | $1.05M | 0.56% | +16,970 | New |
| Icon Advisers Inc | 18,000 | $1.11M | 0.25% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 18,116 | $1.12M | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 18,496 | $1.14M | 0.02% | +6,813+58.3% | Added |