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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 5,266 | $325.0K | 0.02% | −546−9.4% | Reduced |
| Commerzbank Aktiengesellschaft | 5,233 | $323.0K | 0.01% | +5,233 | New |
| Spire Wealth Management | 6,007 | $320.9K | 0.01% | −50−0.8% | Reduced |
| Oxler Private Wealth LLC | 5,130 | $316.6K | 0.26% | −26,646−83.9% | Reduced |
| Kraematon Investment Advisors, Inc | 5,096 | $314.5K | 0.35% | +37+0.7% | Added |
| Snowden Capital Advisors LLC | 5,081 | $313.6K | 0.01% | −1,990−28.1% | Reduced |
| Lake Street Advisors Group, LLC | 5,067 | $312.7K | 0.02% | +5,067 | New |
| Kingsview Wealth Management, LLC | 5,066 | $312.7K | 0.01% | −49,874−90.8% | Reduced |
| Wealth Alliance | 5,065 | $312.6K | 0.04% | +444+9.6% | Added |
| Congress Wealth Management LLC | 5,063 | $312.5K | 0.01% | +1,611+46.7% | Added |
| Empire Financial Management Company, LLC | 5,057 | $312.1K | 0.12% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 5,036 | $310.8K | 0.03% | −23−0.5% | Reduced |
| Thomasville National Bank | 5,005 | $308.9K | 0.03% | −10.0% | Reduced |
| Gradient Investments LLC | 4,996 | $308.3K | 0.01% | +132+2.7% | Added |
| Checchi Capital Advisers, LLC | 4,979 | $307.3K | 0.02% | +355+7.7% | Added |
| Colony Group, LLC | 4,970 | $307.0K | 0.00% | +4,970 | New |
| NEOS Investment Management LLC | 4,957 | $305.9K | 0.03% | +1,240+33.4% | Added |
| Wells Trecaso Financial Group, LLC | 4,947 | $305.3K | 0.12% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 4,939 | $304.8K | 0.02% | +28+0.6% | Added |
| Fortis Group Advisors, LLC | 3,891 | $304.5K | 0.08% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,916 | $303.4K | 0.19% | +4,916 | New |
| Cambridge Trust Co | 4,916 | $303.4K | 0.01% | −1,180−19.4% | Reduced |
| Spinnaker Trust | 4,915 | $303.4K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,913 | $303.2K | 0.01% | +118+2.5% | Added |
| Horizon Investments, LLC | 4,912 | $303.2K | 0.01% | +157+3.3% | Added |
| GTS Securities LLC | 4,862 | $300.1K | 0.01% | +4,862 | New |
| Savant Capital, LLC | 4,855 | $299.7K | 0.00% | +71+1.5% | Added |
| Stephenson National Bank & Trust | 4,854 | $299.6K | 0.15% | −3,871−44.4% | Reduced |
| IHT Wealth Management, LLC | 4,832 | $298.2K | 0.01% | +10+0.2% | Added |
| S. R. Schill & Associates | 4,815 | $297.2K | 0.13% | +4,815 | New |
| Simplex Trading, LLC | 4,828 | $297.0K | 0.01% | −19,317−80.0% | Reduced |
| Lido Advisors, LLC | 4,760 | $293.8K | 0.00% | −1,405−22.8% | Reduced |
| South Dakota Investment Council | 4,600 | $284.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 4,593 | $283.5K | 0.00% | −446−8.9% | Reduced |
| Twinbeech Capital LP | 4,593 | $283.5K | 0.00% | +4,593 | New |
| HighPoint Advisor Group LLC | 4,909 | $282.0K | 0.02% | +4,909 | New |
| Shore Point Advisors, LLC | 4,542 | $280.4K | 0.17% | −10.0% | Reduced |
| Veriti Management LLC | 4,535 | $279.9K | 0.03% | +4,535 | New |
| Trust Co of Vermont | 4,482 | $276.6K | 0.02% | −586−11.6% | Reduced |
| Inceptionr LLC | 4,481 | $276.6K | 0.20% | +4,481 | New |
| Axxcess Wealth Management, LLC | 4,462 | $275.4K | 0.01% | +4,462 | New |
| Ballentine Partners, LLC | 4,425 | $273.1K | 0.01% | −2,914−39.7% | Reduced |
| Cedrus LLC | 4,396 | $271.3K | 0.17% | −653−12.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,381 | $270.4K | 0.01% | −15−0.3% | Reduced |
| National Asset Management, Inc. | 4,375 | $270.0K | 0.01% | +590+15.6% | Added |
| Point72 Europe (London) LLP | 4,361 | $269.2K | 0.03% | +4,361 | New |
| Cullinan Associates Inc | 4,357 | $268.9K | 0.01% | 00.0% | Unchanged |
| Morton Community Bank | 4,323 | $266.8K | 0.09% | +4,323 | New |
| KC Investment Advisors, LLC | 4,236 | $261.4K | 0.16% | −719−14.5% | Reduced |
| Ingalls & Snyder LLC | 4,221 | $261.0K | 0.01% | −500−10.6% | Reduced |
| Boston Private Wealth LLC | 4,221 | $260.5K | 0.01% | +4,221 | New |
| Avestar Capital, LLC | 4,220 | $260.5K | 0.03% | −377−8.2% | Reduced |
| Grace & White Inc | 4,200 | $259.2K | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,182 | $258.1K | 0.10% | +4+0.1% | Added |
| Marble Harbor Investment Counsel, LLC | 4,161 | $256.8K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 4,160 | $256.8K | 0.01% | −3,944−48.7% | Reduced |
| Waddell & Associates, LLC | 4,150 | $256.1K | 0.03% | +6+0.1% | Added |
| Perigon Wealth Management, LLC | 4,145 | $255.9K | 0.01% | +4,145 | New |
| Continuum Advisory, LLC | 4,133 | $255.2K | 0.04% | −616−13.0% | Reduced |
| Sterling Investment Counsel, LLC | 4,127 | $254.7K | 0.13% | −845−17.0% | Reduced |
| Glenview Trust Co | 4,037 | $249.2K | 0.01% | +4,037 | New |
| Waldron Private Wealth LLC | 4,018 | $248.0K | 0.01% | +4,018 | New |
| Boothbay Fund Management, LLC | 3,946 | $243.5K | 0.01% | +3,946 | New |
| Buckingham Strategic Wealth, LLC | 3,933 | $242.7K | 0.00% | −733−15.7% | Reduced |
| Balentine LLC | 3,931 | $242.6K | 0.01% | −1,341−25.4% | Reduced |
| Melfa Wealth Management, LLC | 3,924 | $242.2K | 0.23% | +15+0.4% | Added |
| RFG Advisory, LLC | 3,889 | $240.1K | 0.01% | −58−1.5% | Reduced |
| Asset Management Resources, LLC | 3,871 | $238.9K | 0.14% | −800−17.1% | Reduced |
| Gateway Investment Advisers LLC | 3,842 | $237.1K | 0.00% | +3,842 | New |
| Charter Trust Co | 3,771 | $232.7K | 0.02% | −900−19.3% | Reduced |
| Hamilton Capital, LLC | 3,757 | $231.9K | 0.02% | +3,757 | New |
| Goldstone Financial Group, LLC | 3,756 | $231.8K | 0.06% | +3,756 | New |
| Chesapeake Asset Management LLC | 3,744 | $231.1K | 0.21% | +119+3.3% | Added |
| Cigna Investments Inc | 3,732 | $230.0K | 0.05% | −48−1.3% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $229.4K | 0.16% | −1,300−25.9% | Reduced |
| Tyche Wealth Partners LLC | 3,690 | $227.7K | 0.05% | +3,690 | New |
| Quantbot Technologies LP | 3,680 | $227.1K | 0.01% | −100,163−96.5% | Reduced |
| UniSuper Management Pty Ltd | 3,614 | $223.1K | 0.00% | +1,114+44.6% | Added |
| Hantz Financial Services, Inc. | 3,614 | $223.0K | 0.00% | −89−2.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,607 | $222.7K | 0.11% | +374+11.6% | Added |
| Williams Jones Wealth Management, LLC. | 3,587 | $221.4K | 0.00% | −43−1.2% | Reduced |
| Accurate Wealth Management, LLC | 3,832 | $218.9K | 0.07% | −334−8.0% | Reduced |
| Cadence Wealth Management LLC | 3,521 | $217.3K | 0.17% | −479−12.0% | Reduced |
| Central Trust Co | 3,518 | $217.1K | 0.01% | +37+1.1% | Added |
| AJOVista, LLC | 3,504 | $216.3K | 0.27% | +3,504 | New |
| Moneta Group Investment Advisors LLC | 3,502 | $216.1K | 0.00% | −6,972−66.6% | Reduced |
| Lincoln National Corp | 3,502 | $216.1K | 0.00% | −115−3.2% | Reduced |
| Sterling Financial Planning, Inc. | 3,452 | $213.1K | 0.09% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $213.0K | 0.20% | 00.0% | Unchanged |
| South State Corp. | 3,434 | $211.9K | 0.02% | −4,719−57.9% | Reduced |
| Cozad Asset Management Inc | 3,431 | $211.8K | 0.02% | +3,431 | New |
| Redhawk Wealth Advisors, Inc. | 3,411 | $210.5K | 0.04% | +3,411 | New |
| Graypoint LLC | 3,406 | $210.2K | 0.02% | +3,406 | New |
| Sound Income Strategies, LLC | 3,389 | $209.2K | 0.02% | −2,483−42.3% | Reduced |
| Crestwood Advisors Group LLC | 3,373 | $208.2K | 0.00% | +3,373 | New |
| FC Advisory LLC | 3,354 | $207.0K | 0.08% | +3,354 | New |
| Coastal Bridge Advisors, LLC | 3,335 | $205.8K | 0.05% | +3,335 | New |
| McKinley Carter Wealth Services, Inc. | 3,314 | $204.5K | 0.01% | −836−20.1% | Reduced |
| Sandy Spring Bank | 3,231 | $199.4K | 0.01% | −55−1.7% | Reduced |
| Parallel Advisors, LLC | 3,202 | $197.7K | 0.01% | −1,105−25.7% | Reduced |