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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 22,079 | $1.36M | 0.04% | −2,917−11.7% | Reduced |
| Thrivent Financial for Lutherans | 21,743 | $1.34M | 0.00% | +6,426+42.0% | Added |
| JB Capital LLC | 21,381 | $1.32M | 0.10% | +858+4.2% | Added |
| Louisiana State Employees Retirement System | 21,100 | $1.30M | 0.03% | −500−2.3% | Reduced |
| Flputnam Investment Management Co | 20,906 | $1.29M | 0.03% | +4,784+29.7% | Added |
| Tocqueville Asset Management L.P. | 20,435 | $1.26M | 0.02% | −1,000−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,262 | $1.25M | 0.01% | +12,636+165.7% | Added |
| D.A. Davidson & Co. | 20,055 | $1.24M | 0.01% | +268+1.4% | Added |
| St Germain D J Co Inc | 20,034 | $1.24M | 0.06% | +228+1.2% | Added |
| Pensionfund Sabic | 20,000 | $1.23M | 0.39% | +2,000+11.1% | Added |
| United Capital Financial Advisers, LLC | 19,560 | $1.21M | 0.01% | +19,560 | New |
| CAPROCK Group, Inc. | 19,554 | $1.21M | 0.08% | +1,952+11.1% | Added |
| AE Wealth Management LLC | 21,742 | $1.20M | 0.01% | −16,618−43.3% | Reduced |
| Essex Financial Services, Inc. | 19,212 | $1.19M | 0.12% | −4,303−18.3% | Reduced |
| Park Avenue Securities LLC | 19,048 | $1.18M | 0.02% | −2,042−9.7% | Reduced |
| Cordatus Wealth Management LLC | 18,891 | $1.17M | 0.97% | −1,448−7.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.16M | 0.12% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 18,589 | $1.15M | 0.22% | +18,589 | New |
| Principle Wealth Partners LLC | 18,580 | $1.15M | 0.10% | −66−0.4% | Reduced |
| Cetera Advisors LLC | 18,515 | $1.14M | 0.02% | +1,366+8.0% | Added |
| O'Shaughnessy Asset Management, LLC | 18,496 | $1.14M | 0.02% | +6,813+58.3% | Added |
| New Mexico Educational Retirement Board | 18,116 | $1.12M | 0.04% | 00.0% | Unchanged |
| Icon Advisers Inc | 18,000 | $1.11M | 0.25% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 16,970 | $1.05M | 0.56% | +16,970 | New |
| Camelot Portfolios, LLC | 16,854 | $1.04M | 0.62% | +16,854 | New |
| Kesler, Norman & Wride, LLC | 16,247 | $1.00M | 0.23% | −52,255−76.3% | Reduced |
| Teacher Retirement System of Texas | 16,036 | $990.0K | 0.01% | −10,991−40.7% | Reduced |
| Paradigm Financial Partners, LLC | 15,558 | $960.2K | 0.23% | −2,645−14.5% | Reduced |
| Axq Capital, LP | 15,500 | $956.7K | 0.25% | +15,500 | New |
| Mattern Wealth Management LLC | 15,278 | $942.9K | 0.24% | −300−1.9% | Reduced |
| Quantinno Capital Management LP | 15,005 | $926.0K | 0.03% | +7,745+106.7% | Added |
| Kestra Advisory Services, LLC | 14,864 | $917.4K | 0.01% | +623+4.4% | Added |
| Sutton Place Investors LLC | 14,501 | $895.0K | 0.65% | +14,501 | New |
| Ameritas Investment Partners, Inc. | 14,415 | $889.7K | 0.03% | −3,963−21.6% | Reduced |
| Mattern Capital Management, LLC | 14,388 | $888.0K | 0.13% | −69,823−82.9% | Reduced |
| Miller Howard Investments Inc | 14,259 | $880.1K | 0.03% | −12,257−46.2% | Reduced |
| Metropolitan Life Insurance Co | 14,219 | $877.6K | 0.04% | −223−1.5% | Reduced |
| Heritage Trust Co | 14,216 | $877.4K | 0.12% | −71−0.5% | Reduced |
| Mondrian Investment Partners LTD | 14,167 | $874.4K | 0.01% | +455+3.3% | Added |
| Concurrent Investment Advisors, LLC | 14,161 | $874.0K | 0.04% | +14,161 | New |
| Profund Advisors LLC | 14,122 | $871.6K | 0.04% | −359−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 14,003 | $864.3K | 0.00% | −85,932−86.0% | Reduced |
| Legacy Wealth Management, LLC | 13,980 | $862.8K | 0.42% | −1,650−10.6% | Reduced |
| Union Savings Bank | 13,878 | $856.5K | 0.49% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13,800 | $851.7K | 0.08% | +3,513+34.1% | Added |
| Presima Inc. | 13,730 | $847.4K | 0.19% | +200+1.5% | Added |
| Rockefeller Capital Management L.P. | 13,700 | $845.6K | 0.00% | −688−4.8% | Reduced |
| FDx Advisors, Inc. | 13,587 | $839.0K | 0.06% | +1,457+12.0% | Added |
| Ieq Capital, LLC | 13,527 | $834.9K | 0.01% | −14,575−51.9% | Reduced |
| Rockland Trust Co | 13,452 | $830.3K | 0.05% | −179−1.3% | Reduced |
| Assenagon Asset Management S.A. | 13,445 | $829.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13,373 | $825.4K | 0.01% | −36−0.3% | Reduced |
| Toroso Investments, LLC | 13,368 | $825.1K | 0.02% | +3,359+33.6% | Added |
| Nations Financial Group Inc, | 13,250 | $817.8K | 0.08% | −950−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 13,122 | $809.9K | 0.01% | −5,563−29.8% | Reduced |
| Norinchukin Bank, The | 13,066 | $806.4K | 0.02% | −2,496−16.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,445 | $768.1K | 0.05% | +519+4.4% | Added |
| MML Investors Services, LLC | 12,428 | $767.0K | 0.00% | −4,558−26.8% | Reduced |
| Sowa Financial Group, Inc. | 12,414 | $766.0K | 0.62% | +135+1.1% | Added |
| Signaturefd, LLC | 12,384 | $764.3K | 0.02% | +864+7.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,314 | $760.0K | 0.10% | +12,314 | New |
| Private Advisor Group, LLC | 12,277 | $757.7K | 0.01% | −2,183−15.1% | Reduced |
| Beacon Financial Advisory LLC | 12,209 | $753.5K | 0.36% | −10−0.1% | Reduced |
| Empirical Finance, LLC | 12,119 | $748.0K | 0.05% | +92+0.8% | Added |
| Oppenheimer & Co Inc | 12,074 | $745.2K | 0.01% | −289−2.3% | Reduced |
| Wetherby Asset Management Inc | 12,059 | $744.3K | 0.04% | +2,547+26.8% | Added |
| Kingswood Wealth Advisors, LLC | 12,033 | $742.7K | 0.08% | +12,033 | New |
| Resources Investment Advisors, LLC. | 11,852 | $731.5K | 0.01% | +785+7.1% | Added |
| United Services Automobile Association | 11,818 | $729.4K | 0.02% | +11,818 | New |
| Empirical Asset Management, LLC | 11,807 | $728.7K | 0.59% | +11,807 | New |
| QRG Capital Management, Inc. | 11,796 | $728.0K | 0.01% | +1,564+15.3% | Added |
| Prime Capital Investment Advisors, LLC | 11,679 | $720.8K | 0.01% | +5,486+88.6% | Added |
| Baker Ellis Asset Management LLC | 11,510 | $710.4K | 0.11% | −287−2.4% | Reduced |
| Proequities, Inc. | 11,497 | $709.6K | 0.05% | −2,887−20.1% | Reduced |
| Icon Wealth Advisors, LLC | 11,492 | $709.3K | 0.07% | +11,492 | New |
| Regions Financial Corp | 11,488 | $709.0K | 0.01% | −805−6.5% | Reduced |
| Tiaa Trust, National Association | 11,487 | $709.0K | 0.00% | −2,175−15.9% | Reduced |
| Oak Thistle LLC | 11,450 | $706.7K | 0.20% | +11,450 | New |
| Garda Capital Partners LP | 11,429 | $705.4K | 0.36% | +600+5.5% | Added |
| Trust Point Inc. | 11,378 | $702.2K | 0.06% | +11,378 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,057 | $682.4K | 0.02% | +38+0.3% | Added |
| Centerpoint Advisors, LLC | 10,983 | $678.0K | 0.27% | 00.0% | Unchanged |
| Welch & Forbes LLC | 10,813 | $667.4K | 0.01% | −76−0.7% | Reduced |
| Brinker Capital Investments, LLC | 10,613 | $667.2K | 0.01% | +283+2.7% | Added |
| Orion Portfolio Solutions, LLC | 10,613 | $667.2K | 0.01% | +283+2.7% | Added |
| McDonald Partners LLC | 10,806 | $666.9K | 0.20% | +1,606+17.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,799 | $666.5K | 0.06% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 10,601 | $654.3K | 0.28% | +10,601 | New |
| Huber Capital Management LLC | 10,600 | $654.2K | 0.16% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 10,539 | $650.0K | 0.52% | −3,879−26.9% | Reduced |
| Claro Advisors LLC | 10,510 | $648.7K | 0.14% | −1,643−13.5% | Reduced |
| Sequoia Financial Advisors, LLC | 10,345 | $638.5K | 0.01% | +5,942+135.0% | Added |
| Finer Wealth Management, Inc. | 10,330 | $637.6K | 0.47% | −47−0.5% | Reduced |
| Credit Agricole S A | 10,303 | $635.9K | 0.01% | +6,601+178.3% | Added |
| Morningstar Investment Services LLC | 10,214 | $633.0K | 0.00% | +10,214 | New |
| Heritage Financial Services, LLC | 10,235 | $631.7K | 0.11% | −250−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 10,198 | $629.4K | 0.01% | −38−0.4% | Reduced |
| My Legacy Advisors, LLC | 10,979 | $627.1K | 0.23% | −379−3.3% | Reduced |
| Keybank National Association | 9,987 | $616.4K | 0.00% | −6,087−37.9% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $613.0K | 0.07% | −43,860−81.5% | Reduced |