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 |
|---|---|---|---|---|---|
| Trueblood Wealth Management, LLC | 4,487 | $268.2K | 0.15% | −429−8.7% | Reduced |
| Thomasville National Bank | 4,536 | $271.1K | 0.02% | −469−9.4% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $271.5K | 0.15% | 00.0% | Unchanged |
| Charter Trust Co | 4,590 | $274.3K | 0.02% | +819+21.7% | Added |
| South Dakota Investment Council | 4,600 | $275.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 4,618 | $276.0K | 0.17% | +4,618 | New |
| Buckingham Strategic Wealth, LLC | 4,657 | $278.3K | 0.00% | +724+18.4% | Added |
| S. R. Schill & Associates | 4,815 | $287.8K | 0.13% | 00.0% | Unchanged |
| Destination Wealth Management | 4,858 | $290.4K | 0.01% | −736−13.2% | Reduced |
| Beaumont Financial Advisors, LLC | 4,866 | $290.8K | 0.02% | −170−3.4% | Reduced |
| HighPoint Advisor Group LLC | 4,756 | $291.0K | 0.02% | −153−3.1% | Reduced |
| Horizon Investments, LLC | 4,956 | $292.8K | 0.01% | +44+0.9% | Added |
| Cambridge Trust Co | 4,915 | $293.8K | 0.01% | −10.0% | Reduced |
| Spinnaker Trust | 4,931 | $294.7K | 0.02% | +16+0.3% | Added |
| Alpha Cubed Investments, LLC | 4,943 | $295.4K | 0.02% | +4+0.1% | Added |
| Clarius Group, LLC | 5,003 | $299.0K | 0.02% | +5,003 | New |
| Empire Financial Management Company, LLC | 5,057 | $302.3K | 0.10% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 5,106 | $305.2K | 0.12% | −24−0.5% | Reduced |
| Belpointe Asset Management LLC | 5,140 | $307.2K | 0.02% | −720−12.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,172 | $309.1K | 0.11% | +225+4.5% | Added |
| Lake Street Advisors Group, LLC | 5,184 | $309.9K | 0.01% | +117+2.3% | Added |
| Wedbush Securities Inc | 5,211 | $311.0K | 0.01% | −782−13.0% | Reduced |
| Cascade Financial Partners, LLC | 5,310 | $312.2K | 0.04% | +5,310 | New |
| Independent Advisor Alliance | 5,230 | $312.6K | 0.01% | −1,650−24.0% | Reduced |
| Bridgewater Associates, LP | 5,301 | $316.8K | 0.00% | −4,157−44.0% | Reduced |
| Glenview Trust Co | 5,305 | $317.1K | 0.01% | +1,268+31.4% | Added |
| Aptus Capital Advisors, LLC | 5,317 | $317.8K | 0.01% | +5,317 | New |
| Raymond James Trust N.A. | 5,332 | $318.7K | 0.01% | −712−11.8% | Reduced |
| Balentine LLC | 5,360 | $320.3K | 0.01% | +1,429+36.4% | Added |
| Seeds Investor LLC | 5,378 | $321.4K | 0.30% | −1,830−25.4% | Reduced |
| HBK Sorce Advisory LLC | 5,409 | $323.3K | 0.01% | −70−1.3% | Reduced |
| American State Bank (Iowa) | 5,436 | $324.9K | 0.22% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 5,433 | $325.0K | 0.05% | −995−15.5% | Reduced |
| Quadrant Capital Group LLC | 5,439 | $325.1K | 0.03% | −1,396−20.4% | Reduced |
| Alpha Family Trust | 5,440 | $325.1K | 0.20% | +5,440 | New |
| Barry Investment Advisors, LLC | 5,407 | $327.1K | 0.11% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 5,520 | $330.0K | 0.64% | −1,350−19.7% | Reduced |
| Fullerton Fund Management Co Ltd. | 5,555 | $332.0K | 0.02% | +5,555 | New |
| Wealthspire Advisors, LLC | 5,612 | $335.4K | 0.00% | +32+0.6% | Added |
| Simplex Trading, LLC | 5,631 | $336.0K | 0.01% | +803+16.6% | Added |
| Savant Capital, LLC | 5,640 | $337.1K | 0.00% | +785+16.2% | Added |
| Investment Management Corp of Ontario | 5,663 | $338.5K | 0.01% | −2,500−30.6% | Reduced |
| Wolverine Trading, LLC | 5,674 | $339.1K | 0.00% | +5,674 | New |
| Quadcap Wealth Management, LLC | 5,680 | $339.5K | 0.08% | +48+0.9% | Added |
| Eastern Bank | 5,700 | $340.7K | 0.01% | +116+2.1% | Added |
| Midwest Professional Planners, LTD. | 5,732 | $342.6K | 0.12% | −72−1.2% | Reduced |
| Simplicity Wealth,LLC | 5,754 | $343.9K | 0.01% | +5,754 | New |
| Merit Financial Group, LLC | 5,768 | $346.1K | 0.01% | +34+0.6% | Added |
| Howland Capital Management LLC | 5,855 | $350.0K | 0.02% | −92,612−94.1% | Reduced |
| Bleakley Financial Group, LLC | 5,875 | $351.1K | 0.01% | −776−11.7% | Reduced |
| J.W. Cole Advisors, Inc. | 5,888 | $352.0K | 0.02% | +121+2.1% | Added |
| Spire Wealth Management | 5,904 | $352.9K | 0.01% | −103−1.7% | Reduced |
| Apella Capital, LLC | 5,913 | $354.5K | 0.02% | +15+0.3% | Added |
| KCM Investment Advisors LLC | 5,957 | $356.1K | 0.01% | −24−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 5,972 | $356.9K | 0.04% | +53+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 5,988 | $357.9K | 0.02% | −350−5.5% | Reduced |
| Mirova | 6,142 | $367.1K | 0.07% | 00.0% | Unchanged |
| Savior LLC | 6,150 | $367.6K | 1.97% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,300 | $376.6K | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,331 | $378.4K | 0.08% | −16−0.3% | Reduced |
| Paloma Partners Management Co | 6,387 | $381.8K | 0.06% | +6,387 | New |
| Kesler, Norman & Wride, LLC | 6,408 | $383.0K | 0.08% | −9,839−60.6% | Reduced |
| Atomi Financial Group, Inc. | 6,442 | $385.0K | 0.04% | +6,442 | New |
| Modera Wealth Management, LLC | 6,445 | $385.2K | 0.01% | −85−1.3% | Reduced |
| Alberta Investment Management Corp | 6,500 | $388.5K | 0.00% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 6,514 | $389.3K | 0.02% | +8+0.1% | Added |
| FineMark National Bank & Trust | 6,572 | $392.8K | 0.01% | −132−2.0% | Reduced |
| Avestar Capital, LLC | 6,504 | $393.1K | 0.05% | +2,284+54.1% | Added |
| Oak Thistle LLC | 6,610 | $395.1K | 0.35% | −4,840−42.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,665 | $398.4K | 0.01% | −193−2.8% | Reduced |
| Prosperity Wealth Management, Inc. | 6,671 | $398.7K | 0.19% | +39+0.6% | Added |
| Bard Financial Services, Inc. | 6,796 | $406.2K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,821 | $408.0K | 0.01% | +593+9.5% | Added |
| Veriti Management LLC | 6,955 | $415.7K | 0.03% | +2,420+53.4% | Added |
| Evergreen Capital Management LLC | 7,032 | $420.3K | 0.02% | −2,001−22.2% | Reduced |
| Sachetta, LLC | 6,931 | $427.8K | 0.20% | 00.0% | Unchanged |
| Berkshire Bank | 7,198 | $430.2K | 0.11% | −1,300−15.3% | Reduced |
| Daymark Wealth Partners, LLC | 7,214 | $431.2K | 0.02% | −1,546−17.6% | Reduced |
| Stevens Capital Management LP | 7,391 | $442.0K | 0.09% | +7,391 | New |
| SageView Advisory Group, LLC | 7,526 | $449.8K | 0.03% | −1,767−19.0% | Reduced |
| Coldstream Capital Management Inc | 7,526 | $449.8K | 0.01% | +314+4.4% | Added |
| Valley Brook Capital Group | 7,528 | $449.9K | 0.36% | −100−1.3% | Reduced |
| Whittier Trust Co | 7,690 | $459.6K | 0.01% | +19+0.2% | Added |
| Hills Bank & Trust Co | 7,717 | $461.2K | 0.04% | +571+8.0% | Added |
| Avantax Advisory Services, Inc. | 7,944 | $474.8K | 0.00% | +192+2.5% | Added |
| BKD Wealth Advisors, LLC | 7,971 | $476.4K | 0.01% | +13+0.2% | Added |
| Grimes & Company, Inc. | 7,990 | $477.6K | 0.01% | −365−4.4% | Reduced |
| LVW Advisors, LLC | 8,052 | $481.3K | 0.08% | +552+7.4% | Added |
| Greenleaf Trust | 8,057 | $481.6K | 0.00% | −1,452−15.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,274 | $494.5K | 0.05% | −262−3.1% | Reduced |
| Spirit of America Management Corp | 8,300 | $496.1K | 0.10% | +250+3.1% | Added |
| W.H. Cornerstone Investments Inc. | 8,313 | $497.0K | 0.36% | −2,226−21.1% | Reduced |
| First Hawaiian Bank | 8,335 | $498.2K | 0.02% | −41−0.5% | Reduced |
| Csenge Advisory Group | 8,420 | $503.3K | 0.03% | −451−5.1% | Reduced |
| Machina Capital S.A.S. | 8,470 | $506.3K | 0.27% | +8,470 | New |
| NEOS Investment Management LLC | 8,632 | $515.9K | 0.03% | +3,675+74.1% | Added |
| Mystic Asset Management, Inc. | 8,775 | $524.5K | 0.22% | +814+10.2% | Added |
| New England Capital Financial Advisors LLC | 8,783 | $525.0K | 0.30% | −525−5.6% | Reduced |
| SC&H Financial Advisors, Inc. | 8,823 | $527.3K | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,831 | $527.8K | 0.01% | −140−1.6% | Reduced |