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Livermore
Livermore
ZHEN

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.

Q1 2024 vs. Q4 2023

How the institutions holding Eversource Energy changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of ES: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders82111817+7
Shares279.6M1.70M285.1M+7.18M (+2.6%)
Value$17.2B$105.0M$17.0B−$111.3M (−0.6%)

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Eversource Energy at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to ES in Q1 2024
InstitutionSharesValue% of portfolio
ClearBridge Investments Ltd2,611,569$156.1M4.45%
Cohen & Steers, Inc.1,634,936$97.7M0.20%
M&G Plc1,392,324$83.5M0.50%
Brookfield Asset Management Inc.1,094,009$65.4M0.39%
Electron Capital Partners, LLC941,653$56.3M2.47%
Jennison Associates LLC602,032$36.0M0.02%
Danske Bank A/S268,814$16.1M0.05%
Kayne Anderson Capital Advisors LP236,324$14.1M0.40%
Resona Asset Management Co.,Ltd.124,074$7.42M0.04%
Decade Renewable Partners LP119,650$7.15M3.79%
Cubist Systematic Strategies, LLC110,506$6.60M0.08%
D. E. Shaw & Co., Inc.106,401$6.36M0.01%
Hudson Bay Capital Management LP100,000$5.98M0.05%
Crestline Management, LP82,400$4.93M0.47%
Great Valley Advisor Group, Inc.53,843$3.22M0.10%
Intech Investment Management LLC36,653$2.19M0.03%
Mirabella Financial Services LLP36,091$2.16M0.16%
Redwood Investment Management, LLC35,508$2.12M0.20%
Ilmarinen Mutual Pension Insurance Co27,000$1.61M0.02%
Campbell & CO Investment Adviser LLC26,563$1.59M0.14%
Allianz SE24,584$1.47M0.05%
Susquehanna Fundamental Investments, LLC23,217$1.39M0.06%
Virtu Financial LLC21,422$1.28M0.10%
BTG Pactual Global Asset Management Ltd18,647$1.11M0.36%
PFG Investments, LLC18,590$1.11M0.07%
DC Investments Management, LLC16,472$984.5K0.83%
Financial Counselors Inc13,905$831.1K0.01%
Quadrature Capital Ltd11,711$699.8K0.01%
Aigen Investment Management, LP11,333$677.4K0.15%
XTX Topco Ltd11,192$668.9K0.09%
AIA Group Ltd11,054$660.7K0.02%
Central Pacific Bank - Trust Division11,200$659.5K0.08%
Waratah Capital Advisors Ltd.10,984$656.5K0.03%
Wilkins Investment Counsel Inc10,952$654.6K0.10%
Scientech Research LLC10,634$635.6K0.34%
Machina Capital S.A.S.8,470$506.3K0.27%
Stevens Capital Management LP7,391$442.0K0.09%
Atomi Financial Group, Inc.6,442$385.0K0.04%
Paloma Partners Management Co6,387$381.8K0.06%
Simplicity Wealth,LLC5,754$343.9K0.01%
Wolverine Trading, LLC5,674$339.1K0.00%
Fullerton Fund Management Co Ltd.5,555$332.0K0.02%
Alpha Family Trust5,440$325.1K0.20%
Aptus Capital Advisors, LLC5,317$317.8K0.01%
Cascade Financial Partners, LLC5,310$312.2K0.04%
Clarius Group, LLC5,003$299.0K0.02%
Sciencast Management LP4,618$276.0K0.17%
Stablepoint Partners, LLC4,419$264.1K0.05%
SpiderRock Advisors, LLC4,477$264.0K0.01%
Formidable Asset Management, LLC4,252$254.1K0.04%
MONECO Advisors, LLC4,172$249.4K0.04%
Dynasty Wealth Management, LLC4,132$247.0K0.01%
Oxford Asset Management LLP4,065$243.0K0.26%
Boston Financial Mangement LLC3,616$216.2K0.01%
Strait & Sound Wealth Management LLC3,594$212.6K0.12%
Aaron Wealth Advisors3,533$211.2K0.03%
Summit Trail Advisors, LLC3,516$210.2K0.01%
Catalyst Financial Partners LLC3,519$205.9K0.05%
FNY Investment Advisers, LLC3,000$179.0K0.12%
Mather Group, LLC.2,690$166.1K0.00%
Centaurus Financial, Inc.2,051$123.0K0.01%
State of Wyoming1,666$99.6K0.02%
Headlands Technologies LLC1,305$78.0K0.02%
Bullock Wealth Management Group1,223$72.0K0.05%
Fernwood Investment Management, LLC967$57.8K0.02%
Bollard Group LLC901$54.0K0.00%
Beaird Harris Wealth Management, LLC850$50.8K0.00%
Rise Advisors, LLC459$27.4K0.01%
Gen-Wealth Partners Inc287$17.2K0.01%
Ransom Advisory, Ltd250$14.9K0.01%
Red Tortoise LLC181$10.8K0.01%
LRI Investments, LLC180$10.8K0.00%
Bokf, NA173$10.2K0.00%
Stone House Investment Management, LLC168$10.0K0.00%
CoreCap Advisors, LLC143$8.52K0.00%
Pingora Partners LLC135$8.07K0.01%
Kepos Capital LP128$8.00K0.00%
Keener Financial Planning LLC112$7.00K0.00%
Newbridge Financial Services Group, Inc.100$5.98K0.00%
FWL Investment Management, LLC78$4.66K0.00%
Tompkins Financial Corp75$4.48K0.00%
First Pacific Financial75$4.48K0.00%
Beacon Capital Management, LLC53$3.17K0.00%
Northwest Investment Counselors, LLC49$2.93K0.00%
Provenance Wealth Advisors, LLC45$2.69K0.00%
American Capital Advisory, LLC34$2.66K0.00%
Atlantic Edge Private Wealth Management, LLC44$2.63K0.00%
Global Financial Private Client, LLC31$1.82K0.00%
USA Financial Portformulas Corp25$1.49K0.00%
Prestige Wealth Management Group LLC20$1.20K0.00%
Crewe Advisors LLC19$1.14K0.00%
TFC Financial Management14$8370.00%
Global Assets Advisory, LLC42,158$7160.03%
Quest Partners LLC10$5980.00%
Jamison Private Wealth Management, Inc.10$5980.00%
Planning Capital Management Corp8$4790.00%
Creative Financial Designs Inc8$4780.00%
NVWM, LLC5$3020.00%
Sofos Investments, Inc.4$2180.00%

Sold out (92)

Institutions that held Eversource Energy at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of ES in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Massachusetts Financial Services Co1,639,775$101.2M
Adage Capital Partners GP, L.L.C.939,334$58.0M
Clean Energy Transition LLP651,027$40.2M
Balyasny Asset Management LLC566,831$35.0M
Two Sigma Investments, LP120,017$7.41M
Silvercrest Asset Management Group LLC96,045$5.93M
Capital Fund Management S.A.95,778$5.91M
Hennessy Advisors Inc85,575$5.28M
Andra AP-fonden82,300$5.08M
Renaissance Technologies LLC63,180$3.90M
Greenland Capital Management LP57,528$3.55M
Wasatch Advisors Inc56,400$3.48M
Synergy Financial Management, LLC50,114$3.09M
Cetera Advisor Networks LLC47,879$2.96M
Granite Bay Wealth Management, LLC31,500$1.82M
PFW Advisors LLC28,949$1.79M
Magnetar Financial LLC27,865$1.72M
Atria Investments LLC25,198$1.56M
Achmea Investment Management B.V.24,299$1.50M
Cordatus Wealth Management LLC18,891$1.17M
Marathon Trading Investment Management LLC18,589$1.15M
Cetera Advisors LLC18,515$1.14M
Great Oak Capital Partners, LLC16,970$1.05M
Mattern Wealth Management LLC15,278$942.9K
Mattern Capital Management, LLC14,388$888.0K
Concurrent Investment Advisors, LLC14,161$874.0K
FDx Advisors, Inc.13,587$839.0K
Nations Financial Group Inc,13,250$817.8K
Lombard Odier Asset Management (Switzerland) SA12,314$760.0K
Beacon Financial Advisory LLC12,209$753.5K
Oppenheimer & Co Inc12,074$745.2K
Empirical Asset Management, LLC11,807$728.7K
Icon Wealth Advisors, LLC11,492$709.3K
Garda Capital Partners LP11,429$705.4K
Trust Point Inc.11,378$702.2K
Morningstar Investment Services LLC10,214$633.0K
Northwest & Ethical Investments L.P.9,192$567.3K
FJ Investments, LLC9,100$561.7K
Natixis8,259$509.7K
Vinva Investment Management Ltd8,063$499.6K
Walleye Trading LLC7,788$480.7K
Syon Capital LLC7,561$466.7K
Nomura Holdings Inc7,038$434.4K
Oppenheimer Asset Management Inc.6,696$413.3K
Systematic Portfolios LLC6,020$371.6K
West Family Investments, Inc.5,443$335.9K
Capula Management Ltd5,321$328.4K
Vestmark Advisory Solutions, Inc.5,266$325.0K
Congress Wealth Management LLC5,063$312.5K
Gradient Investments LLC4,996$308.3K
GTS Securities LLC4,862$300.1K
Point72 Europe (London) LLP4,361$269.2K
Morton Community Bank4,323$266.8K
Marble Harbor Investment Counsel, LLC4,161$256.8K
Krane Funds Advisors LLC4,160$256.8K
Waldron Private Wealth LLC4,018$248.0K
Gateway Investment Advisers LLC3,842$237.1K
Tyche Wealth Partners LLC3,690$227.7K
Beirne Wealth Consulting Services, LLC3,607$222.7K
Williams Jones Wealth Management, LLC.3,587$221.4K
Moneta Group Investment Advisors LLC3,502$216.1K
Lincoln National Corp3,502$216.1K
Coastal Bridge Advisors, LLC3,335$205.8K
McKinley Carter Wealth Services, Inc.3,314$204.5K
Glassman Wealth Services3,005$185.5K
West Paces Advisors Inc.2,920$180.2K
Knuff & Co LLC2,268$140.0K
Federated Hermes, Inc.2,059$127.1K
Advisory Services Network, LLC1,974$121.9K
ORG Partners LLC1,547$95.5K
Group One Trading, L.P.1,163$71.8K
Edmond de Rothschild Holding S.A.1,045$64.5K
Focused Wealth Management, Inc942$58.1K
Tradition Wealth Management, LLC533$33.0K
Exchange Traded Concepts, LLC424$26.2K
Johnson Financial Group, Inc.309$19.1K
Baldwin Brothers Inc269$16.6K
Fairfield, Bush & Co.266$16.4K
Garner Asset Management Corp140$7.38K
Turtle Creek Wealth Advisors, LLC113$6.97K
Rockbridge Investment Management, LCC108$6.67K
Long Island Wealth Management, Inc.80$5.00K
Grove Bank & Trust62$3.83K
Clear Investment Research, LLC50$3.09K
Hazlett, Burt & Watson, Inc.28$2.00K
Plante Moran Financial Advisors, LLC26$1.60K
Pacifica Partners Inc.20$1.20K
Vaughan Nelson Investment Management, L.P.11$1.00K
Tfo-TDC, LLC8$494
Evermay Wealth Management LLC6$371
Financial Management Professionals, Inc.5$0
Transamerica Financial Advisors, Inc.1–

Not filed for Q1 2024 yet (11)

Institutions that held Eversource Energy at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
M&G Investment Management Ltd1,483,094$92.0M
Wade G W & Inc127,043$7.84M
Putnam Investments LLC52,253$3.23M
Bridgeworth, LLC8,024$495.2K
Sawtooth Solutions, LLC6,651$410.5K
Baystate Wealth Management LLC6,051$373.5K
Desjardins Global Asset Management Inc.6,030$372.1K
Asset Management Resources, LLC3,871$238.9K
Bartlett & Co. LLC1,953$121.0K
Coppell Advisory Solutions LLC199$12.3K
Provence Wealth Management Group76$4.69K