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, Q1 2024
Institutional positions in Eversource Energy as of Mar 31, 2024. 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
- 817
- +7 vs. Q4 2023
- Shares held
- 285.1M
- +7.18M (+2.6%) vs. Q4 2023
- Total value
- $17.0B
- −$111.3M (−0.6%) vs. Q4 2023
- New holders
- 99
- 279 more added
- Sold out
- 92
- 304 more reduced
11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 191 | $11.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $11.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $12.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 213 | $13.0K | 0.00% | −293−57.9% | Reduced |
| GW&K Investment Management, LLC | 211 | $13.0K | 0.00% | +51+31.9% | Added |
| First Personal Financial Services | 225 | $13.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 227 | $13.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 236 | $14.1K | 0.00% | −142−37.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 241 | $14.4K | 0.00% | +232+2,577.8% | Added |
| Anchor Investment Management, LLC | 246 | $14.7K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 248 | $14.8K | 0.01% | +10+4.2% | Added |
| Ransom Advisory, Ltd | 250 | $14.9K | 0.01% | +250 | New |
| Washington Trust Co | 254 | $15.2K | 0.00% | −123−32.6% | Reduced |
| First Command Advisory Services, Inc. | 288 | $15.7K | 0.00% | +26+9.9% | Added |
| Bruce G. Allen Investments, LLC | 266 | $15.9K | 0.01% | −49−15.6% | Reduced |
| Hall Laurie J Trustee | 270 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 273 | $16.0K | 0.01% | +3+1.1% | Added |
| Gleason Group, Inc. | 271 | $16.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 287 | $17.2K | 0.01% | +287 | New |
| Bogart Wealth, LLC | 293 | $17.5K | 0.00% | −177−37.7% | Reduced |
| Delta Asset Management LLC | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 301 | $18.0K | 0.00% | +207+220.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.1K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 322 | $19.2K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $19.7K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 349 | $20.0K | 0.00% | +10+2.9% | Added |
| Hanson & Doremus Investment Management | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 335 | $20.0K | 0.00% | −5−1.5% | Reduced |
| Smartleaf Asset Management LLC | 343 | $20.2K | 0.00% | +329+2,350.0% | Added |
| Barrett & Company, Inc. | 400 | $23.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 401 | $24.0K | 0.00% | +170+73.6% | Added |
| Benjamin Edwards Inc | 408 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 413 | $24.7K | 0.00% | +2+0.5% | Added |
| Zions Bancorporation, N.A. | 416 | $24.9K | 0.00% | −22−5.0% | Reduced |
| City Holding Co | 447 | $26.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $26.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 459 | $27.4K | 0.01% | +459 | New |
| West Branch Capital LLC | 478 | $28.6K | 0.01% | −1,269−72.6% | Reduced |
| Kelly Financial Services LLC | 480 | $28.7K | 0.01% | +100+26.3% | Added |
| Coston, McIsaac & Partners | 500 | $29.0K | 0.01% | −28−5.3% | Reduced |
| Sawyer & Company, Inc | 500 | $29.9K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $29.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 522 | $31.2K | 0.01% | +201+62.6% | Added |
| Salem Investment Counselors Inc | 545 | $32.6K | 0.00% | +181+49.7% | Added |
| Raleigh Capital Management Inc. | 576 | $34.4K | 0.01% | +375+186.6% | Added |
| DT Investment Partners, LLC | 577 | $34.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 594 | $35.5K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $36.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 606 | $36.2K | 0.00% | +276+83.6% | Added |
| Broadwater Capital Management LLC | 620 | $37.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 664 | $39.7K | 0.02% | +149+28.9% | Added |
| Addison Advisors LLC | 675 | $40.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 680 | $40.6K | 0.00% | +31+4.8% | Added |
| Acadian Asset Management LLC | 696 | $41.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 686 | $41.0K | 0.00% | +670+4,187.5% | Added |
| Hexagon Capital Partners LLC | 704 | $42.1K | 0.01% | +108+18.1% | Added |
| Ronald Blue Trust, Inc. | 708 | $42.3K | 0.00% | −50−6.6% | Reduced |
| PSI Advisors, LLC | 708 | $42.3K | 0.02% | −781−52.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $42.3K | 0.08% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $42.6K | 0.02% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 719 | $43.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 722 | $43.2K | 0.01% | −426−37.1% | Reduced |
| Oakworth Capital, Inc. | 729 | $43.6K | 0.00% | −106−12.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $43.7K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $43.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 768 | $45.9K | 0.01% | +99+14.8% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $47.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $47.8K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $50.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $50.8K | 0.00% | +850 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $52.3K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 884 | $52.8K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 901 | $54.0K | 0.00% | +901 | New |
| CoreFirst Bank & Trust | 907 | $54.2K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 897 | $54.4K | 0.00% | −540−37.6% | Reduced |
| Jones Financial Companies LLLP | 937 | $56.0K | 0.00% | +42+4.7% | Added |
| Fernwood Investment Management, LLC | 967 | $57.8K | 0.02% | +967 | New |
| Chesapeake Asset Management LLC | 986 | $58.9K | 0.06% | −2,758−73.7% | Reduced |
| Alta Advisers Ltd | 1,000 | $59.8K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,008 | $60.2K | 0.01% | −760−43.0% | Reduced |
| First Horizon Advisors, Inc. | 1,013 | $60.6K | 0.00% | +386+61.6% | Added |
| Tortoise Investment Management, LLC | 1,029 | $61.5K | 0.01% | +344+50.2% | Added |
| Principal Securities, Inc. | 1,031 | $61.6K | 0.00% | −296−22.3% | Reduced |
| Emfo, LLC | 1,049 | $62.7K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 1,055 | $63.1K | 0.03% | +718+213.1% | Added |
| First Community Trust NA | 1,080 | $64.6K | 0.06% | −26−2.4% | Reduced |
| FSA Wealth Management LLC | 1,105 | $66.0K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $67.0K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,166 | $69.7K | 0.02% | +95+8.9% | Added |
| Washington Trust Advisors, Inc. | 1,193 | $71.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,202 | $71.8K | 0.00% | +787+189.6% | Added |
| Bullock Wealth Management Group | 1,223 | $72.0K | 0.05% | +1,223 | New |
| Rothschild Investment LLC | 1,214 | $72.6K | 0.01% | +30+2.5% | Added |
| Capital Advisors, Ltd. LLC | 1,267 | $76.0K | 0.01% | +400+46.1% | Added |
| AlphaMark Advisors, LLC | 1,297 | $78.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,305 | $78.0K | 0.02% | +1,305 | New |
| TSFG, LLC | 1,330 | $79.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,369 | $81.0K | 0.00% | +97+7.6% | Added |