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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 56,860 | $3.51M | 0.01% | −1,271−2.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 56,703 | $3.50M | 0.03% | −48,313−46.0% | Reduced |
| Wasatch Advisors Inc | 56,400 | $3.48M | 0.02% | +2,100+3.9% | Added |
| Nisa Investment Advisors, LLC | 56,120 | $3.46M | 0.02% | +11,760+26.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,263 | $3.41M | 0.01% | −833−1.5% | Reduced |
| New York Life Investment Management LLC | 54,373 | $3.36M | 0.03% | +356+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 53,146 | $3.28M | 0.01% | +2,468+4.9% | Added |
| Putnam Investments LLC | 52,253 | $3.23M | 0.00% | +3,635+7.5% | Added |
| Mariner, LLC | 52,200 | $3.22M | 0.01% | +13,717+35.6% | Added |
| State of Tennessee, Treasury Department | 52,158 | $3.22M | 0.01% | −102,249−66.2% | Reduced |
| Synergy Financial Management, LLC | 50,114 | $3.09M | 0.55% | −4,941−9.0% | Reduced |
| FIL Ltd | 50,040 | $3.09M | 0.00% | +3,735+8.1% | Added |
| Pinnacle Associates Ltd | 49,839 | $3.08M | 0.05% | +144+0.3% | Added |
| Yousif Capital Management, LLC | 49,053 | $3.03M | 0.04% | −16,961−25.7% | Reduced |
| Captrust Financial Advisors | 48,560 | $3.00M | 0.01% | −5,433−10.1% | Reduced |
| Cetera Advisor Networks LLC | 47,879 | $2.96M | 0.02% | −6,477−11.9% | Reduced |
| ING Groep NV | 47,824 | $2.95M | 0.02% | +3,999+9.1% | Added |
| Mutual of America Capital Management LLC | 46,733 | $2.88M | 0.03% | −2,106−4.3% | Reduced |
| Bank of Nova Scotia | 45,719 | $2.82M | 0.01% | +1,624+3.7% | Added |
| Neuberger Berman Group LLC | 45,472 | $2.81M | 0.00% | −15,533−25.5% | Reduced |
| Oregon Public Employees Retirement Fund | 45,318 | $2.80M | 0.05% | +18,300+67.7% | Added |
| CIBC World Markets Corp | 44,955 | $2.77M | 0.02% | +25,688+133.3% | Added |
| Daiwa Securities Group Inc. | 44,067 | $2.72M | 0.02% | +681+1.6% | Added |
| Baird Financial Group, Inc. | 43,672 | $2.70M | 0.01% | +6,269+16.8% | Added |
| Ossiam | 43,522 | $2.69M | 0.04% | −5,858−11.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 42,197 | $2.60M | 0.03% | −11,511−21.4% | Reduced |
| Banque Cantonale Vaudoise | 41,067 | $2.53M | 0.11% | +21,259+107.3% | Added |
| British Columbia Investment Management Corp | 40,203 | $2.48M | 0.02% | +8,475+26.7% | Added |
| Glenmede Trust Co NA | 40,022 | $2.47M | 0.01% | +8,853+28.4% | Added |
| Guggenheim Capital LLC | 39,729 | $2.45M | 0.02% | +12,080+43.7% | Added |
| Resources Management Corp | 39,729 | $2.45M | 0.36% | −278−0.7% | Reduced |
| Vestcor Inc | 39,707 | $2.45M | 0.08% | +7,942+25.0% | Added |
| Groupama Asset Managment | 39,315 | $2.43M | 0.06% | +39,315 | New |
| Nissay Asset Management Corp | 39,076 | $2.41M | 0.02% | +1,856+5.0% | Added |
| Public Employees Retirement Association of Colorado | 38,975 | $2.41M | 0.01% | −13,052−25.1% | Reduced |
| Rafferty Asset Management, LLC | 38,966 | $2.40M | 0.01% | +3,390+9.5% | Added |
| Easterly Investment Partners LLC | 38,659 | $2.39M | 0.26% | +38,659 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 38,751 | $2.38M | 0.03% | +5,142+15.3% | Added |
| Tower Research Capital LLC (TRC) | 38,525 | $2.38M | 0.03% | +7,949+26.0% | Added |
| Agf Management Ltd | 38,510 | $2.38M | 0.01% | +13,493+53.9% | Added |
| Blair William & Co | 37,964 | $2.34M | 0.01% | +1,244+3.4% | Added |
| State of Alaska, Department of Revenue | 37,729 | $2.33M | 0.03% | −4,050−9.7% | Reduced |
| Schroder Investment Management Group | 37,319 | $2.30M | 0.00% | +1,583+4.4% | Added |
| Occudo Quantitative Strategies LP | 36,754 | $2.27M | 0.31% | +17,293+88.9% | Added |
| Neville Rodie & Shaw Inc | 35,762 | $2.21M | 0.18% | −1,936−5.1% | Reduced |
| Pathstone Holdings, LLC | 35,335 | $2.18M | 0.01% | +35,335 | New |
| Crossmark Global Holdings, Inc. | 34,578 | $2.13M | 0.04% | +2,248+7.0% | Added |
| Mercer Global Advisors Inc | 34,454 | $2.13M | 0.01% | −3,121−8.3% | Reduced |
| Empowered Funds, LLC | 33,057 | $2.04M | 0.05% | +16,758+102.8% | Added |
| Truist Financial Corp | 32,804 | $2.02M | 0.00% | −18,704−36.3% | Reduced |
| Wexford Capital LP | 32,667 | $2.02M | 0.43% | +32,667 | New |
| Shell Asset Management Co | 31,742 | $1.96M | 0.09% | −5,958−15.8% | Reduced |
| Siemens Fonds Invest GmbH | 31,686 | $1.96M | 0.16% | +161+0.5% | Added |
| Somerset Trust Co | 31,503 | $1.94M | 0.85% | −593−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,156 | $1.92M | 0.03% | +67+0.2% | Added |
| M&T Bank Corp | 30,772 | $1.90M | 0.01% | −12,239−28.5% | Reduced |
| Flagship Harbor Advisors, LLC | 30,546 | $1.89M | 0.14% | −617−2.0% | Reduced |
| Burney Co | 30,521 | $1.88M | 0.08% | +30,521 | New |
| Elo Mutual Pension Insurance Co | 30,477 | $1.88M | 0.05% | +1,361+4.7% | Added |
| La Banque Postale Asset Management SA | 30,230 | $1.87M | 0.04% | −255,853−89.4% | Reduced |
| Granite Bay Wealth Management, LLC | 31,500 | $1.82M | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 29,295 | $1.81M | 0.01% | −2,311−7.3% | Reduced |
| PFW Advisors LLC | 28,949 | $1.79M | 0.57% | +44+0.2% | Added |
| Gulf International Bank (UK) Ltd | 28,849 | $1.78M | 0.05% | −3,041−9.5% | Reduced |
| Stratos Wealth Advisors, LLC | 28,688 | $1.77M | 0.10% | +10,566+58.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28,348 | $1.75M | 0.00% | +5,326+23.1% | Added |
| Mackenzie Financial Corp | 28,180 | $1.74M | 0.00% | −16,042−36.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 28,172 | $1.74M | 0.20% | −1,800−6.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,140 | $1.74M | 0.02% | −2,952−9.5% | Reduced |
| Kentucky Retirement Systems | 27,950 | $1.73M | 0.05% | +1,239+4.6% | Added |
| Bessemer Group Inc | 27,967 | $1.73M | 0.00% | +24,729+763.7% | Added |
| Magnetar Financial LLC | 27,865 | $1.72M | 0.04% | −27,765−49.9% | Reduced |
| Westpac Banking Corp | 27,543 | $1.70M | 0.14% | −1,237−4.3% | Reduced |
| Dynamic Advisor Solutions LLC | 27,264 | $1.69M | 0.06% | +375+1.4% | Added |
| Kinneret Advisory, LLC | 27,235 | $1.68M | 0.19% | −174−0.6% | Reduced |
| Cresset Asset Management, LLC | 26,281 | $1.62M | 0.01% | +7,298+38.4% | Added |
| Kestra Private Wealth Services, LLC | 25,589 | $1.58M | 0.04% | +7,864+44.4% | Added |
| Epoch Investment Partners, Inc. | 25,544 | $1.58M | 0.01% | −1,171−4.4% | Reduced |
| Northcape Wealth Management, LLC | 25,520 | $1.58M | 0.57% | −388−1.5% | Reduced |
| Jump Financial, LLC | 25,438 | $1.57M | 0.05% | −1,670−6.2% | Reduced |
| Integrated Wealth Concepts LLC | 25,234 | $1.56M | 0.03% | +85+0.3% | Added |
| Brookstone Capital Management | 25,204 | $1.56M | 0.03% | +8,457+50.5% | Added |
| Atria Investments LLC | 25,198 | $1.56M | 0.02% | −241−0.9% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $1.54M | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 24,827 | $1.53M | 0.43% | −320−1.3% | Reduced |
| Prospera Financial Services Inc | 24,584 | $1.52M | 0.05% | −13,548−35.5% | Reduced |
| Achmea Investment Management B.V. | 24,299 | $1.50M | 0.03% | −12,884−34.7% | Reduced |
| Tudor Investment Corp Et Al | 24,277 | $1.50M | 0.02% | −145,022−85.7% | Reduced |
| Cetera Investment Advisers | 23,762 | $1.47M | 0.01% | −11,522−32.7% | Reduced |
| Hartford Investment Management Co | 23,534 | $1.45M | 0.05% | −209−0.9% | Reduced |
| Fisher Asset Management, LLC | 23,393 | $1.44M | 0.00% | −36,586−61.0% | Reduced |
| Everence Capital Management Inc | 23,210 | $1.43M | 0.10% | −5,780−19.9% | Reduced |
| Fifth Third Bancorp | 23,197 | $1.43M | 0.01% | −13,048−36.0% | Reduced |
| Pacer Advisors, Inc. | 23,023 | $1.42M | 0.00% | −13,305−36.6% | Reduced |
| Ascent Group, LLC | 25,454 | $1.41M | 0.13% | −2,158−7.8% | Reduced |
| GWM Advisors LLC | 24,218 | $1.41M | 0.01% | −8,265−25.4% | Reduced |
| Metis Global Partners, LLC | 22,861 | $1.41M | 0.06% | −6,433−22.0% | Reduced |
| SG Americas Securities, LLC | 22,588 | $1.39M | 0.02% | −10,135−31.0% | Reduced |
| Lockheed Martin Investment Management Co | 20,000 | $1.37M | 0.10% | −2,200−9.9% | Reduced |
| Wealthfront Advisers LLC | 22,151 | $1.37M | 0.01% | +9,027+68.8% | Added |