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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 1,388 | $83.0K | 0.01% | +27+2.0% | Added |
| Parkside Financial Bank & Trust | 1,526 | $91.2K | 0.01% | +20+1.3% | Added |
| Massmutual Trust Co FSB | 1,534 | $91.7K | 0.00% | +760+98.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,578 | $94.3K | 0.01% | +261+19.8% | Added |
| TD Private Client Wealth LLC | 1,598 | $95.5K | 0.00% | −96−5.7% | Reduced |
| CVA Family Office, LLC | 1,615 | $96.5K | 0.02% | +915+130.7% | Added |
| State of Wyoming | 1,666 | $99.6K | 0.02% | +1,666 | New |
| Smithfield Trust Co | 1,673 | $100.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,721 | $103.0K | 0.00% | −23−1.3% | Reduced |
| GAMMA Investing LLC | 1,738 | $103.9K | 0.02% | +357+25.9% | Added |
| Private Trust Co NA | 1,777 | $106.2K | 0.01% | −330−15.7% | Reduced |
| Center for Financial Planning, Inc. | 1,803 | $107.8K | 0.02% | −230−11.3% | Reduced |
| Tucker Asset Management LLC | 1,865 | $111.5K | 0.03% | +1,003+116.4% | Added |
| AdvisorNet Financial, Inc | 1,923 | $115.0K | 0.01% | +112+6.2% | Added |
| Bartlett & Co. Wealth Management LLC | 1,953 | $116.7K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,051 | $123.0K | 0.01% | +2,051 | New |
| IFP Advisors, Inc | 2,083 | $124.5K | 0.01% | −696−25.0% | Reduced |
| Lindbrook Capital, LLC | 2,086 | $124.7K | 0.01% | −188−8.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,171 | $129.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,172 | $129.8K | 0.00% | +600+38.2% | Added |
| Montag A & Associates Inc | 2,200 | $131.5K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,536 | $151.6K | 0.11% | +131+5.4% | Added |
| Stephenson National Bank & Trust | 2,546 | $152.2K | 0.05% | −2,308−47.5% | Reduced |
| NBC Securities, Inc. | 2,597 | $155.0K | 0.01% | −147−5.4% | Reduced |
| Albion Financial Group | 2,644 | $158.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,704 | $159.2K | 0.01% | −238−8.1% | Reduced |
| Global Retirement Partners, LLC | 2,684 | $160.4K | 0.01% | −108−3.9% | Reduced |
| Mather Group, LLC. | 2,690 | $166.1K | 0.00% | +2,690 | New |
| South State Corp. | 2,856 | $170.7K | 0.01% | −578−16.8% | Reduced |
| Virtus ETF Advisers LLC | 2,944 | $176.0K | 0.09% | −222−7.0% | Reduced |
| LGT Financial Advisors LLC | 2,947 | $176.1K | 0.20% | −128−4.2% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $179.0K | 0.12% | +3,000 | New |
| Sandy Spring Bank | 3,241 | $193.7K | 0.01% | +10+0.3% | Added |
| FC Advisory LLC | 3,389 | $202.5K | 0.07% | +35+1.0% | Added |
| Axq Capital, LP | 3,400 | $203.2K | 0.05% | −12,100−78.1% | Reduced |
| Cozad Asset Management Inc | 3,431 | $205.1K | 0.02% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,519 | $205.9K | 0.05% | +3,519 | New |
| NewEdge Wealth, LLC | 3,393 | $206.1K | 0.00% | −3,282−49.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $206.3K | 0.18% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $206.3K | 0.08% | 00.0% | Unchanged |
| AJOVista, LLC | 3,504 | $209.4K | 0.57% | 00.0% | Unchanged |
| Graypoint LLC | 3,510 | $209.8K | 0.02% | +104+3.1% | Added |
| Summit Trail Advisors, LLC | 3,516 | $210.2K | 0.01% | +3,516 | New |
| Central Trust Co | 3,518 | $210.3K | 0.01% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,521 | $210.5K | 0.22% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,533 | $211.2K | 0.03% | +3,533 | New |
| Wealth Alliance | 3,548 | $212.1K | 0.03% | −1,517−30.0% | Reduced |
| Strait & Sound Wealth Management LLC | 3,594 | $212.6K | 0.12% | +3,594 | New |
| Hantz Financial Services, Inc. | 3,598 | $215.0K | 0.00% | −16−0.4% | Reduced |
| Boston Financial Mangement LLC | 3,616 | $216.2K | 0.01% | +3,616 | New |
| Cedrus LLC | 3,649 | $218.1K | 0.12% | −747−17.0% | Reduced |
| Cigna Investments Inc | 3,658 | $219.0K | 0.04% | −74−2.0% | Reduced |
| Boston Private Wealth LLC | 3,666 | $219.1K | 0.00% | −555−13.1% | Reduced |
| National Asset Management, Inc. | 3,785 | $220.1K | 0.01% | −590−13.5% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $222.1K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,732 | $222.8K | 0.07% | −100−2.6% | Reduced |
| KC Investment Advisors, LLC | 3,737 | $223.4K | 0.12% | −499−11.8% | Reduced |
| Kraematon Investment Advisors, Inc | 3,743 | $223.7K | 0.23% | −1,353−26.6% | Reduced |
| Hamilton Capital, LLC | 3,744 | $223.8K | 0.02% | −13−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 3,746 | $223.9K | 0.01% | −716−16.0% | Reduced |
| Perigon Wealth Management, LLC | 3,751 | $224.2K | 0.01% | −394−9.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,757 | $224.6K | 0.04% | +346+10.1% | Added |
| Parallel Advisors, LLC | 3,765 | $225.1K | 0.01% | +563+17.6% | Added |
| Bessemer Group Inc | 3,815 | $227.0K | 0.00% | −24,152−86.4% | Reduced |
| Continuum Advisory, LLC | 3,705 | $228.8K | 0.03% | −428−10.4% | Reduced |
| Seven Eight Capital, LP | 3,834 | $229.2K | 0.02% | −5,352−58.3% | Reduced |
| Ci Investments Inc. | 3,867 | $231.0K | 0.00% | +1,190+44.5% | Added |
| Fortis Group Advisors, LLC | 3,891 | $232.6K | 0.04% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,919 | $234.2K | 0.08% | −263−6.3% | Reduced |
| Melfa Wealth Management, LLC | 3,924 | $234.5K | 0.17% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,936 | $235.3K | 0.01% | +563+16.7% | Added |
| Huntington National Bank | 4,003 | $239.3K | 0.00% | −590−12.8% | Reduced |
| Oxford Asset Management LLP | 4,065 | $243.0K | 0.26% | +4,065 | New |
| Gotham Asset Management, LLC | 4,088 | $244.3K | 0.00% | −3,891−48.8% | Reduced |
| Snowden Capital Advisors LLC | 4,097 | $244.9K | 0.01% | −984−19.4% | Reduced |
| IHT Wealth Management, LLC | 4,105 | $245.3K | 0.01% | −727−15.0% | Reduced |
| Dynasty Wealth Management, LLC | 4,132 | $247.0K | 0.01% | +4,132 | New |
| Waddell & Associates, LLC | 4,150 | $248.0K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,172 | $249.4K | 0.04% | +4,172 | New |
| Davenport & Co LLC | 4,192 | $250.5K | 0.00% | −1,094−20.7% | Reduced |
| Two Sigma Advisers, LP | 4,200 | $251.0K | 0.00% | −141,400−97.1% | Reduced |
| Ingalls & Snyder LLC | 4,221 | $252.0K | 0.01% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,244 | $253.6K | 0.06% | +488+13.0% | Added |
| Clifford Swan Investment Counsel LLC | 4,250 | $254.0K | 0.01% | −131−3.0% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $254.1K | 0.04% | +4,252 | New |
| Prio Wealth Limited Partnership | 4,262 | $254.7K | 0.01% | −651−13.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,306 | $257.4K | 0.01% | +2,736+174.3% | Added |
| Algert Global LLC | 4,354 | $260.2K | 0.01% | −3,296−43.1% | Reduced |
| Cullinan Associates Inc | 4,357 | $260.4K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,367 | $261.0K | 0.12% | +240+5.8% | Added |
| RFG Advisory, LLC | 4,382 | $261.9K | 0.01% | +493+12.7% | Added |
| Checchi Capital Advisers, LLC | 4,396 | $262.7K | 0.02% | −583−11.7% | Reduced |
| Prospera Financial Services Inc | 4,400 | $263.3K | 0.01% | −20,184−82.1% | Reduced |
| Ballentine Partners, LLC | 4,414 | $263.8K | 0.01% | −11−0.2% | Reduced |
| SpiderRock Advisors, LLC | 4,477 | $264.0K | 0.01% | +4,477 | New |
| Grace & White Inc | 4,418 | $264.1K | 0.05% | +218+5.2% | Added |
| Stablepoint Partners, LLC | 4,419 | $264.1K | 0.05% | +4,419 | New |
| Sound Income Strategies, LLC | 4,435 | $265.1K | 0.02% | +1,046+30.9% | Added |
| Kingsview Wealth Management, LLC | 4,477 | $267.6K | 0.01% | −589−11.6% | Reduced |
| Trust Co of Vermont | 4,478 | $267.6K | 0.01% | −4−0.1% | Reduced |