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 |
|---|---|---|---|---|---|
| Bank of America Corp | 2,964,992 | $183.0M | 0.02% | −169,157−5.4% | Reduced |
| Bank of New York Mellon Corp | 3,011,970 | $185.9M | 0.04% | +22,917+0.8% | Added |
| Magellan Asset Management Ltd | 3,067,091 | $189.3M | 1.89% | +156,534+5.4% | Added |
| Ameriprise Financial Inc | 3,094,430 | $191.0M | 0.06% | +130,507+4.4% | Added |
| Public Sector Pension Investment Board | 3,366,542 | $207.8M | 1.58% | −40,281−1.2% | Reduced |
| Northern Trust Corp | 3,936,305 | $242.9M | 0.04% | −301,169−7.1% | Reduced |
| Goldman Sachs Group Inc | 4,178,606 | $257.9M | 0.06% | +1,299,183+45.1% | Added |
| American Century Companies Inc | 4,202,550 | $259.4M | 0.18% | +539,526+14.7% | Added |
| UBS Asset Management Americas Inc | 4,205,062 | $259.5M | 0.10% | +176,250+4.4% | Added |
| FMR LLC | 4,368,751 | $269.6M | 0.02% | +777,780+21.7% | Added |
| Morgan Stanley | 4,430,468 | $273.4M | 0.02% | −33,762−0.8% | Reduced |
| Deutsche Bank AG | 4,659,051 | $287.6M | 0.15% | +1,969,021+73.2% | Added |
| Legal & General Group Plc | 6,248,230 | $385.6M | 0.12% | −380,433−5.7% | Reduced |
| Nordea Investment Management AB | 6,299,800 | $388.5M | 0.49% | +475,341+8.2% | Added |
| Wells Fargo & Company | 6,546,050 | $404.0M | 0.11% | −1,352,483−17.1% | Reduced |
| Charles Schwab Investment Management Inc | 7,650,143 | $448.6M | 0.11% | +353,171+4.8% | Added |
| Geode Capital Management, LLC | 8,088,083 | $497.9M | 0.05% | +156,007+2.0% | Added |
| State Street Corp | 27,621,301 | $1.70B | 0.08% | +26,000+0.1% | Added |
| BlackRock Inc. | 37,040,032 | $2.29B | 0.06% | +72,024+0.2% | Added |
| Vanguard Group Inc | 45,464,545 | $2.81B | 0.06% | −727,552−1.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Caldwell Sutter Capital, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −708,437−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −320,681−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −268,350−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −213,391−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −194,536−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −139,715−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −115,238−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −85,256−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −76,477−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −71,102−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −70,256−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −65,445−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −47,083−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −38,980−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −38,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −34,560−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −33,829−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −32,407−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −32,373−100.0% | Sold out |
| Verity & Verity, LLC | 0 | $0 | 0.00% | −30,913−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −28,458−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −26,647−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,199−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,227−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,315−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −19,118−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,447−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −12,944−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −12,618−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −9,910−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −9,752−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,633−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −8,242−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −7,482−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,273−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −6,837−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −6,775−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Kingdom Financial Group LLC. | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −5,864−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −4,968−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4,054−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,758−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −3,447−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,988−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,491−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −144−100.0% | Sold out |