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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 45,472 | $2.81M | 0.00% | −15,533−25.5% | Reduced |
| Bank of Nova Scotia | 45,719 | $2.82M | 0.01% | +1,624+3.7% | Added |
| Mutual of America Capital Management LLC | 46,733 | $2.88M | 0.03% | −2,106−4.3% | Reduced |
| ING Groep NV | 47,824 | $2.95M | 0.02% | +3,999+9.1% | Added |
| Cetera Advisor Networks LLC | 47,879 | $2.96M | 0.02% | −6,477−11.9% | Reduced |
| Captrust Financial Advisors | 48,560 | $3.00M | 0.01% | −5,433−10.1% | Reduced |
| Yousif Capital Management, LLC | 49,053 | $3.03M | 0.04% | −16,961−25.7% | Reduced |
| Pinnacle Associates Ltd | 49,839 | $3.08M | 0.05% | +144+0.3% | Added |
| FIL Ltd | 50,040 | $3.09M | 0.00% | +3,735+8.1% | Added |
| Synergy Financial Management, LLC | 50,114 | $3.09M | 0.55% | −4,941−9.0% | Reduced |
| State of Tennessee, Treasury Department | 52,158 | $3.22M | 0.01% | −102,249−66.2% | Reduced |
| Mariner, LLC | 52,200 | $3.22M | 0.01% | +13,717+35.6% | Added |
| Putnam Investments LLC | 52,253 | $3.23M | 0.00% | +3,635+7.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 53,146 | $3.28M | 0.01% | +2,468+4.9% | Added |
| New York Life Investment Management LLC | 54,373 | $3.36M | 0.03% | +356+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,263 | $3.41M | 0.01% | −833−1.5% | Reduced |
| Nisa Investment Advisors, LLC | 56,120 | $3.46M | 0.02% | +11,760+26.5% | Added |
| Wasatch Advisors Inc | 56,400 | $3.48M | 0.02% | +2,100+3.9% | Added |
| Schonfeld Strategic Advisors LLC | 56,703 | $3.50M | 0.03% | −48,313−46.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 56,860 | $3.51M | 0.01% | −1,271−2.2% | Reduced |
| Greenland Capital Management LP | 57,528 | $3.55M | 0.55% | +57,528 | New |
| CIBC Asset Management Inc | 57,549 | $3.55M | 0.01% | −2,952−4.9% | Reduced |
| Degroof Petercam Asset Management | 57,790 | $3.57M | 0.05% | +57,790 | New |
| Janus Henderson Group PLC | 58,497 | $3.61M | 0.00% | +1,059+1.8% | Added |
| Kempner Capital Management Inc. | 58,530 | $3.61M | 2.02% | +58,530 | New |
| Utah Retirement Systems | 60,231 | $3.72M | 0.05% | +300+0.5% | Added |
| Czech National Bank | 61,182 | $3.78M | 0.05% | +168+0.3% | Added |
| Advisors Asset Management, Inc. | 61,995 | $3.83M | 0.08% | −698−1.1% | Reduced |
| US Bancorp | 62,413 | $3.85M | 0.01% | −5,194−7.7% | Reduced |
| Renaissance Technologies LLC | 63,180 | $3.90M | 0.01% | +63,180 | New |
| JustInvest LLC | 63,921 | $3.95M | 0.10% | +33,785+112.1% | Added |
| Xponance, Inc. | 66,250 | $4.09M | 0.05% | −50−0.1% | Reduced |
| Candriam Luxembourg S.C.A. | 68,104 | $4.20M | 0.03% | −31,487−31.6% | Reduced |
| Creative Planning | 69,797 | $4.31M | 0.01% | −7,614−9.8% | Reduced |
| Vontobel Holding Ltd. | 69,804 | $4.31M | 0.04% | −58,813−45.7% | Reduced |
| Aquatic Capital Management LLC | 71,200 | $4.39M | 0.11% | −84,200−54.2% | Reduced |
| Texas Permanent School Fund | 72,125 | $4.45M | 0.04% | −50.0% | Reduced |
| HighTower Advisors, LLC | 73,392 | $4.52M | 0.01% | +264+0.4% | Added |
| John G Ullman & Associates Inc | 73,542 | $4.54M | 0.72% | +2,482+3.5% | Added |
| Bradley Foster & Sargent Inc | 75,155 | $4.64M | 0.09% | −33,151−30.6% | Reduced |
| Commerce Bank | 75,206 | $4.64M | 0.03% | −5,319−6.6% | Reduced |
| Retirement Systems of Alabama | 76,988 | $4.75M | 0.02% | −1,944−2.5% | Reduced |
| Ostrum Asset Management | 78,449 | $4.84M | 0.42% | +13,941+21.6% | Added |
| Van Eck Associates Corp | 79,045 | $4.88M | 0.01% | −2,521−3.1% | Reduced |
| Comerica Bank | 81,556 | $5.03M | 0.02% | −4,026−4.7% | Reduced |
| Voloridge Investment Management, LLC | 81,665 | $5.04M | 0.02% | −402,327−83.1% | Reduced |
| Andra AP-fonden | 82,300 | $5.08M | 0.27% | −5,100−5.8% | Reduced |
| Amalgamated Bank | 83,979 | $5.18M | 0.04% | −4,950−5.6% | Reduced |
| MetLife Investment Management | 84,783 | $5.23M | 0.04% | −1,548−1.8% | Reduced |
| Hennessy Advisors Inc | 85,575 | $5.28M | 0.27% | −2,300−2.6% | Reduced |
| Forsta Ap-Fonden | 87,500 | $5.40M | 0.05% | −13,400−13.3% | Reduced |
| PATRIZIA Pty Ltd | 87,963 | $5.43M | 9.21% | −71,921−45.0% | Reduced |
| Prudential PLC | 88,600 | $5.47M | 0.06% | −5,989−6.3% | Reduced |
| Moors & Cabot, Inc. | 88,767 | $5.48M | 0.34% | +3,224+3.8% | Added |
| Storebrand Asset Management AS | 92,740 | $5.72M | 0.02% | +18,274+24.5% | Added |
| Capital Fund Management S.A. | 95,778 | $5.91M | 0.08% | +95,778 | New |
| Arizona State Retirement System | 95,943 | $5.92M | 0.04% | −2,798−2.8% | Reduced |
| Korea Investment CORP | 95,970 | $5.92M | 0.02% | −331,968−77.6% | Reduced |
| Silvercrest Asset Management Group LLC | 96,045 | $5.93M | 0.04% | +67+0.1% | Added |
| CI Private Wealth, LLC | 97,144 | $6.00M | 0.01% | −8,393−8.0% | Reduced |
| National Bank of Canada | 95,223 | $6.07M | 0.01% | −177,358−65.1% | Reduced |
| Howland Capital Management LLC | 98,467 | $6.08M | 0.32% | −16,076−14.0% | Reduced |
| ProShare Advisors LLC | 98,680 | $6.09M | 0.02% | −3,026−3.0% | Reduced |
| State of Michigan Retirement System | 102,033 | $6.30M | 0.04% | +6,300+6.6% | Added |
| Vaughan David Investments LLC | 102,073 | $6.30M | 0.17% | −11,883−10.4% | Reduced |
| Varma Mutual Pension Insurance Co | 103,800 | $6.41M | 0.07% | +103,800 | New |
| Janney Montgomery Scott LLC | 104,828 | $6.47M | 0.02% | +7,953+8.2% | Added |
| Citigroup Inc | 105,384 | $6.50M | 0.01% | −110,056−51.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 106,245 | $6.56M | 0.06% | +4,501+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 107,133 | $6.61M | 0.26% | −8,928−7.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 109,868 | $6.78M | 0.02% | −258,610−70.2% | Reduced |
| PEAK6 Investments LLC | 116,766 | $7.21M | 0.31% | +115,731+11,181.7% | Added |
| Cerity Partners LLC | 118,243 | $7.30M | 0.02% | +99,652+536.0% | Added |
| USS Investment Management Ltd | 119,488 | $7.37M | 0.07% | +6,300+5.6% | Added |
| Two Sigma Investments, LP | 120,017 | $7.41M | 0.02% | −306,401−71.9% | Reduced |
| Voya Investment Management LLC | 121,642 | $7.51M | 0.01% | −6,114−4.8% | Reduced |
| Allianz Asset Management GmbH | 122,650 | $7.57M | 0.01% | −311,854−71.8% | Reduced |
| American International Group, Inc. | 125,652 | $7.76M | 0.03% | −768−0.6% | Reduced |
| Wade G W & Inc | 127,043 | $7.84M | 0.25% | −6,010−4.5% | Reduced |
| DekaBank Deutsche Girozentrale | 127,034 | $7.86M | 0.02% | +15,770+14.2% | Added |
| Swiss Life Asset Management Ltd | 132,220 | $8.17M | 0.10% | −127,558−49.1% | Reduced |
| IFM Investors Pty Ltd | 132,414 | $8.17M | 0.10% | +323+0.2% | Added |
| Holocene Advisors, LP | 134,133 | $8.28M | 0.03% | −20,786−13.4% | Reduced |
| DnB Asset Management AS | 137,062 | $8.46M | 0.04% | +27,995+25.7% | Added |
| Tredje AP-fonden | 142,156 | $8.77M | 0.11% | +78,629+123.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 142,624 | $8.80M | 0.40% | +6,215+4.6% | Added |
| Two Sigma Advisers, LP | 145,600 | $8.99M | 0.02% | +88,800+156.3% | Added |
| Public Employees Retirement System of Ohio | 146,154 | $9.02M | 0.04% | +2,364+1.6% | Added |
| Asset Management One Co.,Ltd. | 149,288 | $9.25M | 0.04% | −40,918−21.5% | Reduced |
| Treasurer of the State of North Carolina | 154,686 | $9.55M | 0.05% | +1,510+1.0% | Added |
| Gamco Investors, Inc. Et Al | 156,900 | $9.68M | 0.10% | −7,820−4.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 157,797 | $9.74M | 0.02% | +2,914+1.9% | Added |
| AMF Pensionsforsakring AB | 159,679 | $9.87M | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 164,721 | $10.2M | 0.30% | +30,890+23.1% | Added |
| Mn Services Vermogensbeheer B.V. | 165,389 | $10.2M | 0.09% | −700−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 171,946 | $10.6M | 0.02% | −12,805−6.9% | Reduced |
| Los Angeles Capital Management LLC | 182,844 | $11.3M | 0.04% | +61,732+51.0% | Added |
| Susquehanna International Group, LLP | 186,987 | $11.5M | 0.02% | −357,963−65.7% | Reduced |
| State of New Jersey Common Pension Fund D | 188,706 | $11.6M | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 195,136 | $12.0M | 0.04% | −1,088−0.6% | Reduced |