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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 18,515 | $1.14M | 0.02% | +1,366+8.0% | Added |
| Principle Wealth Partners LLC | 18,580 | $1.15M | 0.10% | −66−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 18,589 | $1.15M | 0.22% | +18,589 | New |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.16M | 0.12% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 18,891 | $1.17M | 0.97% | −1,448−7.1% | Reduced |
| Park Avenue Securities LLC | 19,048 | $1.18M | 0.02% | −2,042−9.7% | Reduced |
| Essex Financial Services, Inc. | 19,212 | $1.19M | 0.12% | −4,303−18.3% | Reduced |
| AE Wealth Management LLC | 21,742 | $1.20M | 0.01% | −16,618−43.3% | Reduced |
| CAPROCK Group, Inc. | 19,554 | $1.21M | 0.08% | +1,952+11.1% | Added |
| United Capital Financial Advisers, LLC | 19,560 | $1.21M | 0.01% | +19,560 | New |
| Pensionfund Sabic | 20,000 | $1.23M | 0.39% | +2,000+11.1% | Added |
| St Germain D J Co Inc | 20,034 | $1.24M | 0.06% | +228+1.2% | Added |
| D.A. Davidson & Co. | 20,055 | $1.24M | 0.01% | +268+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 20,262 | $1.25M | 0.01% | +12,636+165.7% | Added |
| Tocqueville Asset Management L.P. | 20,435 | $1.26M | 0.02% | −1,000−4.7% | Reduced |
| Flputnam Investment Management Co | 20,906 | $1.29M | 0.03% | +4,784+29.7% | Added |
| Louisiana State Employees Retirement System | 21,100 | $1.30M | 0.03% | −500−2.3% | Reduced |
| JB Capital LLC | 21,381 | $1.32M | 0.10% | +858+4.2% | Added |
| Thrivent Financial for Lutherans | 21,743 | $1.34M | 0.00% | +6,426+42.0% | Added |
| Securian Asset Management, Inc | 22,079 | $1.36M | 0.04% | −2,917−11.7% | Reduced |
| Wealthfront Advisers LLC | 22,151 | $1.37M | 0.01% | +9,027+68.8% | Added |
| Lockheed Martin Investment Management Co | 20,000 | $1.37M | 0.10% | −2,200−9.9% | Reduced |
| SG Americas Securities, LLC | 22,588 | $1.39M | 0.02% | −10,135−31.0% | Reduced |
| Metis Global Partners, LLC | 22,861 | $1.41M | 0.06% | −6,433−22.0% | Reduced |
| GWM Advisors LLC | 24,218 | $1.41M | 0.01% | −8,265−25.4% | Reduced |
| Ascent Group, LLC | 25,454 | $1.41M | 0.13% | −2,158−7.8% | Reduced |
| Pacer Advisors, Inc. | 23,023 | $1.42M | 0.00% | −13,305−36.6% | Reduced |
| Fifth Third Bancorp | 23,197 | $1.43M | 0.01% | −13,048−36.0% | Reduced |
| Everence Capital Management Inc | 23,210 | $1.43M | 0.10% | −5,780−19.9% | Reduced |
| Fisher Asset Management, LLC | 23,393 | $1.44M | 0.00% | −36,586−61.0% | Reduced |
| Hartford Investment Management Co | 23,534 | $1.45M | 0.05% | −209−0.9% | Reduced |
| Cetera Investment Advisers | 23,762 | $1.47M | 0.01% | −11,522−32.7% | Reduced |
| Tudor Investment Corp Et Al | 24,277 | $1.50M | 0.02% | −145,022−85.7% | Reduced |
| Achmea Investment Management B.V. | 24,299 | $1.50M | 0.03% | −12,884−34.7% | Reduced |
| Prospera Financial Services Inc | 24,584 | $1.52M | 0.05% | −13,548−35.5% | Reduced |
| First PREMIER Bank | 24,827 | $1.53M | 0.43% | −320−1.3% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $1.54M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 25,198 | $1.56M | 0.02% | −241−0.9% | Reduced |
| Brookstone Capital Management | 25,204 | $1.56M | 0.03% | +8,457+50.5% | Added |
| Integrated Wealth Concepts LLC | 25,234 | $1.56M | 0.03% | +85+0.3% | Added |
| Jump Financial, LLC | 25,438 | $1.57M | 0.05% | −1,670−6.2% | Reduced |
| Northcape Wealth Management, LLC | 25,520 | $1.58M | 0.57% | −388−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 25,544 | $1.58M | 0.01% | −1,171−4.4% | Reduced |
| Kestra Private Wealth Services, LLC | 25,589 | $1.58M | 0.04% | +7,864+44.4% | Added |
| Cresset Asset Management, LLC | 26,281 | $1.62M | 0.01% | +7,298+38.4% | Added |
| Kinneret Advisory, LLC | 27,235 | $1.68M | 0.19% | −174−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 27,264 | $1.69M | 0.06% | +375+1.4% | Added |
| Westpac Banking Corp | 27,543 | $1.70M | 0.14% | −1,237−4.3% | Reduced |
| Magnetar Financial LLC | 27,865 | $1.72M | 0.04% | −27,765−49.9% | Reduced |
| Bessemer Group Inc | 27,967 | $1.73M | 0.00% | +24,729+763.7% | Added |
| Kentucky Retirement Systems | 27,950 | $1.73M | 0.05% | +1,239+4.6% | Added |
| Steward Partners Investment Advisory, LLC | 28,140 | $1.74M | 0.02% | −2,952−9.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,172 | $1.74M | 0.20% | −1,800−6.0% | Reduced |
| Mackenzie Financial Corp | 28,180 | $1.74M | 0.00% | −16,042−36.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,348 | $1.75M | 0.00% | +5,326+23.1% | Added |
| Stratos Wealth Advisors, LLC | 28,688 | $1.77M | 0.10% | +10,566+58.3% | Added |
| Gulf International Bank (UK) Ltd | 28,849 | $1.78M | 0.05% | −3,041−9.5% | Reduced |
| PFW Advisors LLC | 28,949 | $1.79M | 0.57% | +44+0.2% | Added |
| CWM, LLC | 29,295 | $1.81M | 0.01% | −2,311−7.3% | Reduced |
| Granite Bay Wealth Management, LLC | 31,500 | $1.82M | 0.02% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 30,230 | $1.87M | 0.04% | −255,853−89.4% | Reduced |
| Elo Mutual Pension Insurance Co | 30,477 | $1.88M | 0.05% | +1,361+4.7% | Added |
| Burney Co | 30,521 | $1.88M | 0.08% | +30,521 | New |
| Flagship Harbor Advisors, LLC | 30,546 | $1.89M | 0.14% | −617−2.0% | Reduced |
| M&T Bank Corp | 30,772 | $1.90M | 0.01% | −12,239−28.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,156 | $1.92M | 0.03% | +67+0.2% | Added |
| Somerset Trust Co | 31,503 | $1.94M | 0.85% | −593−1.8% | Reduced |
| Siemens Fonds Invest GmbH | 31,686 | $1.96M | 0.16% | +161+0.5% | Added |
| Shell Asset Management Co | 31,742 | $1.96M | 0.09% | −5,958−15.8% | Reduced |
| Wexford Capital LP | 32,667 | $2.02M | 0.43% | +32,667 | New |
| Truist Financial Corp | 32,804 | $2.02M | 0.00% | −18,704−36.3% | Reduced |
| Empowered Funds, LLC | 33,057 | $2.04M | 0.05% | +16,758+102.8% | Added |
| Mercer Global Advisors Inc | 34,454 | $2.13M | 0.01% | −3,121−8.3% | Reduced |
| Crossmark Global Holdings, Inc. | 34,578 | $2.13M | 0.04% | +2,248+7.0% | Added |
| Pathstone Holdings, LLC | 35,335 | $2.18M | 0.01% | +35,335 | New |
| Neville Rodie & Shaw Inc | 35,762 | $2.21M | 0.18% | −1,936−5.1% | Reduced |
| Occudo Quantitative Strategies LP | 36,754 | $2.27M | 0.31% | +17,293+88.9% | Added |
| Schroder Investment Management Group | 37,319 | $2.30M | 0.00% | +1,583+4.4% | Added |
| State of Alaska, Department of Revenue | 37,729 | $2.33M | 0.03% | −4,050−9.7% | Reduced |
| Blair William & Co | 37,964 | $2.34M | 0.01% | +1,244+3.4% | Added |
| Agf Management Ltd | 38,510 | $2.38M | 0.01% | +13,493+53.9% | Added |
| Tower Research Capital LLC (TRC) | 38,525 | $2.38M | 0.03% | +7,949+26.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 38,751 | $2.38M | 0.03% | +5,142+15.3% | Added |
| Easterly Investment Partners LLC | 38,659 | $2.39M | 0.26% | +38,659 | New |
| Rafferty Asset Management, LLC | 38,966 | $2.40M | 0.01% | +3,390+9.5% | Added |
| Public Employees Retirement Association of Colorado | 38,975 | $2.41M | 0.01% | −13,052−25.1% | Reduced |
| Nissay Asset Management Corp | 39,076 | $2.41M | 0.02% | +1,856+5.0% | Added |
| Groupama Asset Managment | 39,315 | $2.43M | 0.06% | +39,315 | New |
| Vestcor Inc | 39,707 | $2.45M | 0.08% | +7,942+25.0% | Added |
| Resources Management Corp | 39,729 | $2.45M | 0.36% | −278−0.7% | Reduced |
| Guggenheim Capital LLC | 39,729 | $2.45M | 0.02% | +12,080+43.7% | Added |
| Glenmede Trust Co NA | 40,022 | $2.47M | 0.01% | +8,853+28.4% | Added |
| British Columbia Investment Management Corp | 40,203 | $2.48M | 0.02% | +8,475+26.7% | Added |
| Banque Cantonale Vaudoise | 41,067 | $2.53M | 0.11% | +21,259+107.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 42,197 | $2.60M | 0.03% | −11,511−21.4% | Reduced |
| Ossiam | 43,522 | $2.69M | 0.04% | −5,858−11.9% | Reduced |
| Baird Financial Group, Inc. | 43,672 | $2.70M | 0.01% | +6,269+16.8% | Added |
| Daiwa Securities Group Inc. | 44,067 | $2.72M | 0.02% | +681+1.6% | Added |
| CIBC World Markets Corp | 44,955 | $2.77M | 0.02% | +25,688+133.3% | Added |
| Oregon Public Employees Retirement Fund | 45,318 | $2.80M | 0.05% | +18,300+67.7% | Added |