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 |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 3,166 | $195.4K | 0.12% | +359+12.8% | Added |
| LGT Financial Advisors LLC | 3,075 | $189.8K | 0.23% | +1,287+72.0% | Added |
| Glassman Wealth Services | 3,005 | $185.5K | 0.03% | −257−7.9% | Reduced |
| Farther Finance Advisors, LLC | 2,942 | $181.6K | 0.01% | +1,617+122.0% | Added |
| TD Waterhouse Canada Inc. | 2,886 | $181.5K | 0.00% | +67+2.4% | Added |
| West Paces Advisors Inc. | 2,920 | $180.2K | 0.05% | −356−10.9% | Reduced |
| IFP Advisors, Inc | 2,779 | $171.5K | 0.01% | −671−19.4% | Reduced |
| NBC Securities, Inc. | 2,744 | $169.0K | 0.02% | −4,222−60.6% | Reduced |
| Ci Investments Inc. | 2,677 | $165.0K | 0.00% | +563+26.6% | Added |
| Albion Financial Group | 2,644 | $163.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,792 | $157.0K | 0.01% | −733−20.8% | Reduced |
| Richardson Financial Services Inc. | 2,405 | $148.4K | 0.13% | +2,405 | New |
| Lindbrook Capital, LLC | 2,274 | $140.4K | 0.01% | −383−14.4% | Reduced |
| Knuff & Co LLC | 2,268 | $140.0K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,200 | $135.8K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,171 | $134.0K | 0.01% | +1,023+89.1% | Added |
| Private Trust Co NA | 2,107 | $130.0K | 0.02% | +251+13.5% | Added |
| Federated Hermes, Inc. | 2,059 | $127.1K | 0.00% | −9−0.4% | Reduced |
| Center for Financial Planning, Inc. | 2,033 | $125.5K | 0.02% | −450−18.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,953 | $122.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,974 | $121.9K | 0.00% | −2,121−51.8% | Reduced |
| Bartlett & Co. LLC | 1,953 | $121.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,811 | $111.8K | 0.01% | −541−23.0% | Reduced |
| Webster Bank, N. A. | 1,768 | $109.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,747 | $107.8K | 0.05% | +220+14.4% | Added |
| Capital Analysts, LLC | 1,744 | $107.0K | 0.01% | +23+1.3% | Added |
| TD Private Client Wealth LLC | 1,694 | $104.6K | 0.00% | +800+89.5% | Added |
| Smithfield Trust Co | 1,673 | $103.0K | 0.01% | −1,756−51.2% | Reduced |
| Penserra Capital Management LLC | 1,616 | $99.0K | 0.00% | −338−17.3% | Reduced |
| HM Payson & Co | 1,572 | $97.0K | 0.00% | −1,023−39.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,570 | $96.9K | 0.00% | −622−28.4% | Reduced |
| ORG Partners LLC | 1,547 | $95.5K | 0.02% | +54+3.6% | Added |
| Parkside Financial Bank & Trust | 1,506 | $93.0K | 0.02% | +375+33.2% | Added |
| PSI Advisors, LLC | 1,489 | $91.9K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,437 | $88.7K | 0.01% | +865+151.2% | Added |
| Quent Capital, LLC | 1,361 | $84.0K | 0.01% | +287+26.7% | Added |
| TSFG, LLC | 1,330 | $82.0K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,327 | $81.9K | 0.00% | +1,327 | New |
| Foster Dykema Cabot & Partners, LLC | 1,317 | $81.3K | 0.01% | +1,317 | New |
| AlphaMark Advisors, LLC | 1,297 | $80.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,272 | $78.0K | 0.00% | −148−10.4% | Reduced |
| GAMMA Investing LLC | 1,381 | $74.9K | 0.02% | +1,381 | New |
| Washington Trust Advisors, Inc. | 1,193 | $73.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,184 | $73.1K | 0.01% | +1,184 | New |
| Group One Trading, L.P. | 1,163 | $71.8K | 0.00% | +1,163 | New |
| JJJ Advisors Inc. | 1,148 | $70.9K | 0.02% | +892+348.4% | Added |
| First Community Trust NA | 1,106 | $68.3K | 0.07% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,105 | $68.0K | 0.03% | +1,105 | New |
| GoalVest Advisory LLC | 1,071 | $66.1K | 0.03% | −5−0.5% | Reduced |
| Emfo, LLC | 1,049 | $64.7K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,045 | $64.5K | 0.00% | −121−10.4% | Reduced |
| Alta Advisers Ltd | 1,000 | $61.7K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $61.7K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 959 | $59.2K | 0.02% | +900+1,525.4% | Added |
| Focused Wealth Management, Inc | 942 | $58.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 924 | $57.0K | 0.00% | +4+0.4% | Added |
| CoreFirst Bank & Trust | 907 | $56.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 895 | $55.2K | 0.00% | −40−4.3% | Reduced |
| Bank of New Hampshire | 884 | $54.6K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 867 | $54.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $54.0K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 863 | $53.5K | 0.00% | +863 | New |
| Tucker Asset Management LLC | 862 | $53.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $52.5K | 0.00% | −100−10.5% | Reduced |
| Oakworth Capital, Inc. | 835 | $51.5K | 0.00% | +258+44.7% | Added |
| Gould Capital, LLC | 800 | $49.4K | 0.04% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $48.6K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 774 | $47.8K | 0.00% | −88−10.2% | Reduced |
| Perkins Coie Trust Co | 734 | $45.3K | 0.01% | −19−2.5% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 719 | $44.4K | 0.04% | −544−43.1% | Reduced |
| Ronald Blue Trust, Inc. | 758 | $44.0K | 0.00% | +480+172.7% | Added |
| Pathway Financial Advisers, LLC | 712 | $43.9K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $43.7K | 0.09% | +708 | New |
| CVA Family Office, LLC | 700 | $43.2K | 0.01% | +700 | New |
| Tortoise Investment Management, LLC | 685 | $42.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 696 | $42.0K | 0.00% | −866−55.4% | Reduced |
| Addison Advisors LLC | 675 | $41.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 669 | $41.3K | 0.01% | −47−6.6% | Reduced |
| Caldwell Trust Co | 649 | $40.1K | 0.01% | −59−8.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $39.3K | 0.00% | −492−40.4% | Reduced |
| First Horizon Advisors, Inc. | 627 | $38.8K | 0.00% | −209−25.0% | Reduced |
| Broadwater Capital Management LLC | 620 | $38.3K | 0.03% | +620 | New |
| Bangor Savings Bank | 604 | $37.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 596 | $36.8K | 0.01% | +272+84.0% | Added |
| Brown, Lisle/Cummings, Inc. | 594 | $36.7K | 0.01% | −350−37.1% | Reduced |
| Tradition Wealth Management, LLC | 533 | $33.0K | 0.00% | −24−4.3% | Reduced |
| Coston, McIsaac & Partners | 528 | $32.0K | 0.01% | +2+0.4% | Added |
| Deseret Mutual Benefit Administrators | 515 | $31.8K | 0.02% | −142−21.6% | Reduced |
| DT Investment Partners, LLC | 577 | $31.6K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $31.0K | 0.01% | −530−51.5% | Reduced |
| Loomis Sayles & Co L P | 506 | $31.0K | 0.00% | −208−29.1% | Reduced |
| BFSG, LLC | 500 | $30.9K | 0.00% | +500 | New |
| Bogart Wealth, LLC | 470 | $29.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $27.8K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 447 | $27.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 438 | $27.0K | 0.00% | −256−36.9% | Reduced |
| Exchange Traded Concepts, LLC | 424 | $26.2K | 0.00% | +424 | New |
| Brown Brothers Harriman & Co | 415 | $25.6K | 0.00% | −239−36.5% | Reduced |
| Harbour Investments, Inc. | 411 | $25.4K | 0.00% | +141+52.2% | Added |
| Benjamin Edwards Inc | 408 | $25.0K | 0.01% | 00.0% | Unchanged |