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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 9,813 | $606.0K | 0.01% | −760−7.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,748 | $601.7K | 0.00% | +2,844+41.2% | Added |
| Apollon Wealth Management, LLC | 9,680 | $597.5K | 0.02% | +5,827+151.2% | Added |
| Greenleaf Trust | 9,509 | $586.9K | 0.01% | +1,007+11.8% | Added |
| Bridgewater Associates, LP | 9,458 | $583.7K | 0.00% | −201−2.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,405 | $580.5K | 0.00% | −44−0.5% | Reduced |
| Modern Wealth Management, LLC | 9,378 | $578.8K | 0.07% | +9,378 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,373 | $578.5K | 0.11% | −196−2.0% | Reduced |
| Lazard Asset Management LLC | 9,378 | $578.0K | 0.00% | −12,867−57.8% | Reduced |
| New England Capital Financial Advisors LLC | 9,308 | $574.5K | 0.35% | −95−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 9,192 | $567.3K | 0.02% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,188 | $567.1K | 0.11% | −100−1.1% | Reduced |
| Seven Eight Capital, LP | 9,186 | $567.0K | 0.07% | +9,186 | New |
| NorthRock Partners, LLC | 9,151 | $564.8K | 0.02% | +5,135+127.9% | Added |
| FJ Investments, LLC | 9,100 | $561.7K | 0.03% | +9,100 | New |
| Evergreen Capital Management LLC | 9,033 | $557.5K | 0.02% | +4,646+105.9% | Added |
| Valmark Advisers, Inc. | 8,971 | $553.7K | 0.01% | −90−1.0% | Reduced |
| Bayesian Capital Management, LP | 8,900 | $549.3K | 0.06% | −398−4.3% | Reduced |
| First Manhattan Co | 8,878 | $548.0K | 0.00% | +4,126+86.8% | Added |
| Csenge Advisory Group | 8,871 | $547.5K | 0.03% | −3,861−30.3% | Reduced |
| SC&H Financial Advisors, Inc. | 8,823 | $544.6K | 0.16% | −3,825−30.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,767 | $541.1K | 0.02% | +8,767 | New |
| Daymark Wealth Partners, LLC | 8,760 | $540.7K | 0.03% | −189−2.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,721 | $538.3K | 0.03% | +655+8.1% | Added |
| Cape Cod Five Cents Savings Bank | 8,536 | $526.8K | 0.05% | −9,830−53.5% | Reduced |
| Berkshire Bank | 8,498 | $524.5K | 0.14% | 00.0% | Unchanged |
| First Hawaiian Bank | 8,376 | $517.0K | 0.02% | +3,285+64.5% | Added |
| Grimes & Company, Inc. | 8,355 | $515.7K | 0.02% | +124+1.5% | Added |
| Natixis | 8,259 | $509.7K | 0.00% | +8,259 | New |
| SageView Advisory Group, LLC | 9,293 | $509.4K | 0.02% | +801+9.4% | Added |
| Investment Management Corp of Ontario | 8,163 | $503.8K | 0.01% | +8,163 | New |
| Vinva Investment Management Ltd | 8,063 | $499.6K | 0.03% | +8,063 | New |
| Cox Capital Mgt LLC | 8,072 | $498.2K | 0.33% | −19,835−71.1% | Reduced |
| Spirit of America Management Corp | 8,050 | $496.8K | 0.11% | 00.0% | Unchanged |
| Brown Advisory Inc | 8,038 | $496.1K | 0.00% | +21+0.3% | Added |
| Bridgeworth, LLC | 8,024 | $495.2K | 0.05% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 7,979 | $492.5K | 0.01% | +7,979 | New |
| Mystic Asset Management, Inc. | 7,961 | $491.4K | 0.23% | +850+12.0% | Added |
| BKD Wealth Advisors, LLC | 7,958 | $491.2K | 0.01% | −35−0.4% | Reduced |
| V-Square Quantitative Management LLC | 7,944 | $490.3K | 0.12% | +1,528+23.8% | Added |
| Finivi Inc. | 7,803 | $481.6K | 0.47% | +7,803 | New |
| Walleye Trading LLC | 7,788 | $480.7K | 0.01% | +7,788 | New |
| Avantax Advisory Services, Inc. | 7,752 | $478.5K | 0.00% | +17+0.2% | Added |
| Whittier Trust Co | 7,671 | $473.4K | 0.01% | −1,195−13.5% | Reduced |
| Algert Global LLC | 7,650 | $472.2K | 0.02% | +7,650 | New |
| Valley Brook Capital Group | 7,628 | $470.8K | 0.41% | −562−6.9% | Reduced |
| Syon Capital LLC | 7,561 | $466.7K | 0.05% | +7,561 | New |
| LVW Advisors, LLC | 7,500 | $462.9K | 0.09% | +7,500 | New |
| Coldstream Capital Management Inc | 7,212 | $445.1K | 0.01% | −1,937−21.2% | Reduced |
| Seeds Investor LLC | 7,208 | $444.9K | 0.50% | +7,208 | New |
| Hills Bank & Trust Co | 7,146 | $441.1K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,038 | $434.4K | 0.00% | +7,038 | New |
| Fiduciary Trust Co | 7,029 | $433.8K | 0.01% | +354+5.3% | Added |
| Sachetta, LLC | 6,931 | $427.8K | 0.20% | +6,931 | New |
| Independent Advisor Alliance | 6,880 | $424.6K | 0.02% | −322−4.5% | Reduced |
| Prossimo Advisors, LLC | 6,870 | $424.0K | 0.90% | −950−12.1% | Reduced |
| Capstone Investment Advisors, LLC | 6,858 | $423.3K | 0.01% | +6,858 | New |
| Quadrant Capital Group LLC | 6,835 | $421.9K | 0.04% | −783−10.3% | Reduced |
| Bard Financial Services, Inc. | 6,796 | $419.5K | 0.05% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,704 | $413.8K | 0.02% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 6,696 | $413.3K | 0.01% | −396−5.6% | Reduced |
| NewEdge Wealth, LLC | 6,675 | $412.0K | 0.01% | −426−6.0% | Reduced |
| Sawtooth Solutions, LLC | 6,651 | $410.5K | 0.01% | +443+7.1% | Added |
| Bleakley Financial Group, LLC | 6,651 | $410.5K | 0.01% | +443+7.1% | Added |
| Prosperity Wealth Management, Inc. | 6,632 | $409.3K | 0.27% | +25+0.4% | Added |
| Modera Wealth Management, LLC | 6,530 | $403.0K | 0.01% | +146+2.3% | Added |
| Connecticut Wealth Management, LLC | 6,506 | $401.6K | 0.02% | +1,062+19.5% | Added |
| Alberta Investment Management Corp | 6,500 | $401.2K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 6,428 | $397.0K | 0.07% | +6,428 | New |
| Blue Fin Capital, Inc. | 6,347 | $391.7K | 0.10% | −150−2.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,338 | $391.2K | 0.03% | +1,281+25.3% | Added |
| Jmac Enterprises LLC | 6,300 | $388.8K | 0.08% | −2,400−27.6% | Reduced |
| Advisors Capital Management, LLC | 6,228 | $384.0K | 0.01% | −278−4.3% | Reduced |
| Savior LLC | 6,150 | $379.6K | 1.99% | 00.0% | Unchanged |
| Mirova | 6,142 | $379.1K | 0.08% | −375−5.8% | Reduced |
| Plato Investment Management Ltd | 6,066 | $374.4K | 0.46% | +6,066 | New |
| Baystate Wealth Management LLC | 6,051 | $373.5K | 0.03% | +66+1.1% | Added |
| Raymond James Trust N.A. | 6,044 | $373.0K | 0.01% | +113+1.9% | Added |
| Desjardins Global Asset Management Inc. | 6,030 | $372.1K | 0.04% | −1,336−18.1% | Reduced |
| HB Wealth Management, LLC | 6,027 | $372.0K | 0.01% | +1,682+38.7% | Added |
| Systematic Portfolios LLC | 6,020 | $371.6K | 1.12% | +6,020 | New |
| Apella Capital, LLC | 5,898 | $370.9K | 0.02% | −112−1.9% | Reduced |
| Wedbush Securities Inc | 5,993 | $370.0K | 0.02% | −971−13.9% | Reduced |
| KCM Investment Advisors LLC | 5,981 | $369.1K | 0.01% | −54−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 5,919 | $365.3K | 0.04% | +1,574+36.2% | Added |
| Belpointe Asset Management LLC | 5,860 | $361.7K | 0.03% | −359−5.8% | Reduced |
| Midwest Professional Planners, LTD. | 5,804 | $358.2K | 0.14% | +239+4.3% | Added |
| J.W. Cole Advisors, Inc. | 5,767 | $356.0K | 0.02% | +109+1.9% | Added |
| Merit Financial Group, LLC | 5,734 | $353.9K | 0.01% | −548−8.7% | Reduced |
| Quadcap Wealth Management, LLC | 5,632 | $347.6K | 0.09% | +5,632 | New |
| Destination Wealth Management | 5,594 | $345.2K | 0.01% | −3,287−37.0% | Reduced |
| Eastern Bank | 5,584 | $344.6K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,580 | $344.4K | 0.00% | +119+2.2% | Added |
| HBK Sorce Advisory LLC | 5,479 | $338.2K | 0.01% | +546+11.1% | Added |
| Engineers Gate Manager LP | 5,449 | $336.3K | 0.01% | −51,019−90.4% | Reduced |
| West Family Investments, Inc. | 5,443 | $335.9K | 0.11% | +1,748+47.3% | Added |
| American State Bank (Iowa) | 5,436 | $335.5K | 0.21% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,407 | $333.8K | 0.11% | 00.0% | Unchanged |
| Capula Management Ltd | 5,321 | $328.4K | 0.02% | +5,321 | New |
| Davenport & Co LLC | 5,286 | $326.2K | 0.00% | −300−5.4% | Reduced |