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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 202,368 | $12.5M | 0.02% | −22,105−9.8% | Reduced |
| ZWJ Investment Counsel Inc | 205,206 | $12.7M | 0.65% | −56,569−21.6% | Reduced |
| Millennium Management LLC | 206,094 | $12.7M | 0.01% | −719,816−77.7% | Reduced |
| KBC Group NV | 206,906 | $12.8M | 0.05% | +65,208+46.0% | Added |
| Illinois Municipal Retirement Fund | 213,750 | $13.2M | 0.22% | +91,765+75.2% | Added |
| Citadel Advisors LLC | 219,001 | $13.5M | 0.01% | +24,376+12.5% | Added |
| Squarepoint Ops LLC | 225,599 | $13.9M | 0.06% | +20,024+9.7% | Added |
| Systematic Alpha Investments, LLC | 226,152 | $14.0M | 0.63% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 234,646 | $14.5M | 0.33% | +20,480+9.6% | Added |
| LPL Financial LLC | 245,216 | $15.1M | 0.01% | +9,187+3.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 245,744 | $15.2M | 0.04% | +92,411+60.3% | Added |
| Envestnet Asset Management Inc | 246,807 | $15.2M | 0.01% | −64,315−20.7% | Reduced |
| Raymond James & Associates | 248,504 | $15.3M | 0.01% | −15,500−5.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 253,120 | $15.6M | 0.32% | +230,000+994.8% | Added |
| Commonwealth Equity Services, LLC | 254,175 | $15.7M | 0.03% | +2,240+0.9% | Added |
| Abn Amro Investment Solutions | 255,184 | $15.7M | 0.28% | −29,107−10.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 268,513 | $16.6M | 0.40% | 00.0% | Unchanged |
| Verition Fund Management LLC | 276,095 | $17.0M | 0.17% | +182,892+196.2% | Added |
| SEI Investments Co | 282,707 | $17.4M | 0.03% | +51,747+22.4% | Added |
| Natixis Advisors, L.P. | 287,058 | $17.7M | 0.05% | +115,041+66.9% | Added |
| Stifel Financial Corp | 296,898 | $18.3M | 0.02% | −49,851−14.4% | Reduced |
| State of Wisconsin Investment Board | 298,119 | $18.4M | 0.05% | −48,798−14.1% | Reduced |
| Prudential Financial Inc | 302,100 | $18.5M | 0.03% | −111,097−26.9% | Reduced |
| AQR Capital Management LLC | 300,684 | $18.5M | 0.03% | −31,406−9.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 300,885 | $18.6M | 0.03% | +123,278+69.4% | Added |
| Zimmer Partners, LP | 305,510 | $18.9M | 0.69% | +305,510 | New |
| Maryland State Retirement & Pension System | 320,316 | $19.8M | 0.41% | +4,036+1.3% | Added |
| Man Group plc | 333,902 | $20.6M | 0.06% | – | – |
| Toronto Dominion Bank | 346,713 | $21.4M | 0.03% | +177,182+104.5% | Added |
| New York State Teachers Retirement System | 349,648 | $21.6M | 0.05% | −13,624−3.8% | Reduced |
| RWC Asset Management LLP | 355,364 | $21.9M | 1.33% | −20,466−5.4% | Reduced |
| Alps Advisors Inc | 368,850 | $22.8M | 0.18% | +368,850 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,229 | $23.9M | 0.04% | +38,786+11.6% | Added |
| Principal Financial Group Inc | 393,801 | $24.3M | 0.02% | −27,767−6.6% | Reduced |
| State Board of Administration of Florida Retirement System | 402,488 | $24.8M | 0.05% | +12,966+3.3% | Added |
| Ensign Peak Advisors, Inc | 417,560 | $25.8M | 0.05% | −171,349−29.1% | Reduced |
| The PNC Financial Services Group, Inc. | 441,990 | $27.3M | 0.02% | +3,956+0.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 443,444 | $27.4M | 0.10% | +12,951+3.0% | Added |
| Price T Rowe Associates Inc | 459,698 | $28.4M | 0.00% | −8,030−1.7% | Reduced |
| National Pension Service | 461,202 | $28.5M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 466,489 | $28.8M | 0.03% | +16,482+3.7% | Added |
| Clearbridge Investments, LLC | 484,743 | $29.9M | 0.03% | −8,003−1.6% | Reduced |
| Swedbank AB | 486,685 | $30.0M | 0.05% | −31,186−6.0% | Reduced |
| Standard Life Aberdeen plc | 488,683 | $30.2M | 0.07% | +85,756+21.3% | Added |
| Aviva PLC | 491,991 | $30.4M | 0.11% | +66,715+15.7% | Added |
| Invenomic Capital Management LP | 493,340 | $30.4M | 1.62% | −150,793−23.4% | Reduced |
| APG Asset Management N.V. | 613,623 | $34.3M | 0.07% | −291,773−32.2% | Reduced |
| Balyasny Asset Management LLC | 566,831 | $35.0M | 0.10% | +566,831 | New |
| Russell Investments Group, Ltd. | 570,190 | $35.2M | 0.06% | +277,132+94.6% | Added |
| Alliancebernstein L.P. | 596,828 | $36.8M | 0.01% | −6,794−1.1% | Reduced |
| Cbre Clarion Securities LLC | 600,733 | $37.1M | 0.67% | +465,427+344.0% | Added |
| Energy Income Partners, LLC | 607,844 | $37.5M | 0.81% | −533,425−46.7% | Reduced |
| Canada Pension Plan Investment Board | 609,115 | $37.6M | 0.05% | 00.0% | Unchanged |
| TD Asset Management Inc | 611,996 | $37.8M | 0.04% | −133,780−17.9% | Reduced |
| Credit Suisse AG | 620,757 | $38.3M | 0.04% | −45,654−6.9% | Reduced |
| Great West Life Assurance Co | 639,140 | $39.2M | 0.09% | −130,551−17.0% | Reduced |
| Old Republic International Corporation | 644,183 | $39.8M | 1.50% | +175,000+37.3% | Added |
| Clean Energy Transition LLP | 651,027 | $40.2M | 3.98% | +651,027 | New |
| Bahl & Gaynor Inc | 654,056 | $40.4M | 0.24% | −151,677−18.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 655,643 | $40.5M | 0.29% | +10,541+1.6% | Added |
| Bank of Montreal | 656,471 | $40.7M | 0.02% | +141,524+27.5% | Added |
| Baillie Gifford & Co | 667,979 | $41.2M | 0.03% | +383,743+135.0% | Added |
| New York State Common Retirement Fund | 766,598 | $47.3M | 0.07% | −16,629−2.1% | Reduced |
| California State Teachers Retirement System | 770,605 | $47.6M | 0.07% | +120,382+18.5% | Added |
| Manufacturers Life Insurance Company, The | 779,315 | $48.1M | 0.03% | +126,696+19.4% | Added |
| Rhumbline Advisers | 785,289 | $48.5M | 0.05% | −14,911−1.9% | Reduced |
| Nomura Asset Management Co Ltd | 798,271 | $49.3M | 0.20% | −8,965−1.1% | Reduced |
| Anchor Capital Advisors LLC | 805,171 | $49.7M | 1.31% | +335,775+71.5% | Added |
| AXA S.A. | 812,233 | $50.1M | 0.16% | +522,640+180.5% | Added |
| Wellington Management Group LLP | 826,553 | $51.0M | 0.01% | −2,054,690−71.3% | Reduced |
| Royal London Asset Management Ltd | 826,991 | $51.0M | 0.15% | +37,367+4.7% | Added |
| BNP Paribas Arbitrage, SA | 850,647 | $52.5M | 0.10% | +142,557+20.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 875,561 | $54.0M | 0.04% | −17,237−1.9% | Reduced |
| JPMorgan Chase & Co | 904,161 | $55.8M | 0.01% | −163,291−15.3% | Reduced |
| Duff & Phelps Investment Management Co | 916,825 | $56.6M | 0.68% | +165,685+22.1% | Added |
| Empower Advisory Group, LLC | 926,674 | $57.2M | 0.23% | +219,296+31.0% | Added |
| Adage Capital Partners GP, L.L.C. | 939,334 | $58.0M | 0.12% | +939,334 | New |
| Gabelli Funds LLC | 941,950 | $58.1M | 0.45% | −55,950−5.6% | Reduced |
| UBS Group AG | 949,531 | $58.6M | 0.02% | −265,972−21.9% | Reduced |
| Panagora Asset Management Inc | 975,793 | $60.2M | 0.34% | +107,142+12.3% | Added |
| Nuveen Asset Management, LLC | 1,014,629 | $62.6M | 0.02% | −98,814−8.9% | Reduced |
| Boston Trust Walden Corp | 1,074,765 | $66.3M | 0.50% | +35,307+3.4% | Added |
| Barclays PLC | 1,089,860 | $67.3M | 0.03% | −7,624−0.7% | Reduced |
| Swiss National Bank | 1,091,533 | $67.4M | 0.05% | −30,600−2.7% | Reduced |
| Dimensional Fund Advisors LP | 1,219,946 | $75.3M | 0.02% | +2,447+0.2% | Added |
| Macquarie Group Ltd | 1,220,912 | $75.4M | 0.09% | +29,839+2.5% | Added |
| First Trust Advisors LP | 1,411,546 | $87.1M | 0.10% | +49,642+3.6% | Added |
| NFJ Investment Group, LLC | 1,475,253 | $91.1M | 2.52% | −26,360−1.8% | Reduced |
| M&G Investment Management Ltd | 1,483,094 | $92.0M | 0.55% | +297,988+25.1% | Added |
| HSBC Holdings PLC | 1,608,603 | $99.1M | 0.09% | +322,470+25.1% | Added |
| Pictet Asset Management Holding SA | 1,627,394 | $100.4M | 0.11% | −100,610−5.8% | Reduced |
| Massachusetts Financial Services Co | 1,639,775 | $101.2M | 0.03% | −19,165−1.2% | Reduced |
| Amundi | 1,781,701 | $103.3M | 0.05% | −337,422−15.9% | Reduced |
| Franklin Resources Inc | 1,845,078 | $113.9M | 0.05% | −232,599−11.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 1,966,090 | $121.3M | 0.31% | −934,559−32.2% | Reduced |
| California Public Employees Retirement System | 2,148,909 | $132.6M | 0.10% | −14,095−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,344,019 | $144.7M | 0.34% | +1,911,540+442.0% | Added |
| Norges Bank | 2,428,807 | $149.9M | 0.03% | +8,536+0.4% | Added |
| Royal Bank of Canada | 2,734,237 | $168.8M | 0.04% | −493,919−15.3% | Reduced |
| Invesco Ltd. | 2,881,026 | $177.8M | 0.04% | −836,365−22.5% | Reduced |