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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 8,841 | $528.4K | 0.01% | +74+0.8% | Added |
| First Manhattan Co | 8,876 | $530.5K | 0.00% | −20.0% | Reduced |
| Teacher Retirement System of Texas | 8,881 | $531.0K | 0.00% | −7,155−44.6% | Reduced |
| Fiduciary Trust Co | 8,929 | $533.7K | 0.01% | +1,900+27.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,965 | $536.0K | 0.01% | −848−8.6% | Reduced |
| Keybank National Association | 9,028 | $539.6K | 0.00% | −959−9.6% | Reduced |
| Flputnam Investment Management Co | 9,030 | $539.7K | 0.01% | −11,876−56.8% | Reduced |
| Brown Advisory Inc | 9,081 | $542.8K | 0.00% | +1,043+13.0% | Added |
| Chatham Capital Group, Inc. | 9,188 | $549.2K | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 9,313 | $556.6K | 0.01% | −1,500−13.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,362 | $559.6K | 0.09% | −11−0.1% | Reduced |
| V-Square Quantitative Management LLC | 9,375 | $560.3K | 0.09% | +1,431+18.0% | Added |
| Rakuten Investment Management, Inc. | 9,394 | $561.5K | 0.00% | +8,531+988.5% | Added |
| Modern Wealth Management, LLC | 9,395 | $561.5K | 0.05% | +17+0.2% | Added |
| Cox Capital Mgt LLC | 9,414 | $562.7K | 0.35% | +1,342+16.6% | Added |
| Finivi Inc. | 9,439 | $564.1K | 0.51% | +1,636+21.0% | Added |
| Prime Capital Investment Advisors, LLC | 9,734 | $581.8K | 0.01% | −1,945−16.7% | Reduced |
| Brinker Capital Investments, LLC | 9,790 | $585.2K | 0.01% | −823−7.8% | Reduced |
| Orion Portfolio Solutions, LLC | 9,790 | $585.2K | 0.01% | −823−7.8% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $594.0K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 9,939 | $594.0K | 0.05% | −860−8.0% | Reduced |
| Claro Advisors LLC | 10,053 | $600.9K | 0.10% | −457−4.3% | Reduced |
| Wetherby Asset Management Inc | 10,127 | $605.3K | 0.03% | −1,932−16.0% | Reduced |
| Apollon Wealth Management, LLC | 10,150 | $606.7K | 0.02% | +470+4.9% | Added |
| Tiaa Trust, National Association | 10,175 | $608.2K | 0.00% | −1,312−11.4% | Reduced |
| Finer Wealth Management, Inc. | 10,330 | $617.4K | 0.41% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,355 | $618.9K | 0.01% | +4,328+71.8% | Added |
| Miller Howard Investments Inc | 10,592 | $633.1K | 0.02% | −3,667−25.7% | Reduced |
| Stratos Wealth Partners, LTD. | 10,616 | $634.6K | 0.01% | +418+4.1% | Added |
| Scientech Research LLC | 10,634 | $635.6K | 0.34% | +10,634 | New |
| My Legacy Advisors, LLC | 10,704 | $639.8K | 0.21% | −275−2.5% | Reduced |
| Wilkins Investment Counsel Inc | 10,952 | $654.6K | 0.10% | +10,952 | New |
| Centerpoint Advisors, LLC | 10,983 | $656.0K | 0.25% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 10,984 | $656.5K | 0.03% | +10,984 | New |
| Central Pacific Bank - Trust Division | 11,200 | $659.5K | 0.08% | +11,200 | New |
| AIA Group Ltd | 11,054 | $660.7K | 0.02% | +11,054 | New |
| Tokio Marine Asset Management Co Ltd | 11,072 | $661.8K | 0.03% | +2,351+27.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,085 | $662.5K | 0.02% | +28+0.3% | Added |
| Baker Ellis Asset Management LLC | 11,097 | $663.3K | 0.10% | −413−3.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,166 | $667.4K | 0.08% | −867−7.2% | Reduced |
| XTX Topco Ltd | 11,192 | $668.9K | 0.09% | +11,192 | New |
| Huber Capital Management LLC | 11,311 | $676.1K | 0.15% | +711+6.7% | Added |
| Aigen Investment Management, LP | 11,333 | $677.4K | 0.15% | +11,333 | New |
| Regions Financial Corp | 11,476 | $685.9K | 0.01% | −12−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 11,482 | $686.3K | 0.00% | −2,218−16.2% | Reduced |
| Heritage Financial Services, LLC | 11,507 | $687.8K | 0.10% | +1,272+12.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,528 | $689.0K | 0.05% | −917−7.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,660 | $697.0K | 0.00% | +1,912+19.6% | Added |
| Quadrature Capital Ltd | 11,711 | $699.8K | 0.01% | +11,711 | New |
| McDonald Partners LLC | 11,756 | $702.7K | 0.19% | +950+8.8% | Added |
| Shell Asset Management Co | 12,409 | $704.0K | 0.03% | −19,333−60.9% | Reduced |
| Signaturefd, LLC | 11,794 | $704.9K | 0.01% | −590−4.8% | Reduced |
| United Services Automobile Association | 11,818 | $706.4K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 11,740 | $709.9K | 0.05% | +243+2.1% | Added |
| AE Wealth Management LLC | 12,064 | $721.1K | 0.01% | −9,678−44.5% | Reduced |
| Fisher Asset Management, LLC | 12,079 | $722.0K | 0.00% | −11,314−48.4% | Reduced |
| Tower Research Capital LLC (TRC) | 12,091 | $722.7K | 0.02% | −26,434−68.6% | Reduced |
| NorthRock Partners, LLC | 12,025 | $725.3K | 0.03% | +2,874+31.4% | Added |
| QRG Capital Management, Inc. | 12,139 | $725.6K | 0.01% | +343+2.9% | Added |
| Allworth Financial LP | 12,394 | $740.8K | 0.01% | −979−7.3% | Reduced |
| Empirical Finance, LLC | 12,544 | $749.8K | 0.05% | +425+3.5% | Added |
| Sowa Financial Group, Inc. | 12,414 | $766.0K | 0.62% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 12,867 | $769.1K | 0.13% | −23,887−65.0% | Reduced |
| Norinchukin Bank, The | 12,876 | $769.6K | 0.02% | −190−1.5% | Reduced |
| Profund Advisors LLC | 13,037 | $779.2K | 0.03% | −1,085−7.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,081 | $781.9K | 0.00% | +3,676+39.1% | Added |
| MML Investors Services, LLC | 13,108 | $783.0K | 0.00% | +680+5.5% | Added |
| Beacon Pointe Advisors, LLC | 13,173 | $787.3K | 0.01% | +51+0.4% | Added |
| Resources Investment Advisors, LLC. | 13,245 | $791.7K | 0.01% | +1,393+11.8% | Added |
| BKM Wealth Management, LLC | 13,363 | $798.7K | 0.34% | +2,762+26.1% | Added |
| Toroso Investments, LLC | 13,611 | $808.5K | 0.01% | +243+1.8% | Added |
| Rockland Trust Co | 13,567 | $810.9K | 0.04% | +115+0.9% | Added |
| Presima Inc. | 13,730 | $820.6K | 0.19% | 00.0% | Unchanged |
| Union Savings Bank | 13,878 | $829.5K | 0.43% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 13,903 | $831.0K | 0.18% | −1,655−10.6% | Reduced |
| Financial Counselors Inc | 13,905 | $831.1K | 0.01% | +13,905 | New |
| Metropolitan Life Insurance Co | 14,088 | $842.0K | 0.04% | −131−0.9% | Reduced |
| CIBC Private Wealth Group, LLC | 14,317 | $843.0K | 0.00% | +314+2.2% | Added |
| Heritage Trust Co | 14,216 | $849.7K | 0.11% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13,800 | $851.7K | 0.08% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,321 | $856.0K | 0.00% | +876+6.5% | Added |
| Sutton Place Investors LLC | 14,575 | $871.1K | 0.43% | +74+0.5% | Added |
| Aquatic Capital Management LLC | 14,600 | $872.6K | 0.03% | −56,600−79.5% | Reduced |
| Lido Advisors, LLC | 15,513 | $927.2K | 0.01% | +10,753+225.9% | Added |
| Kestra Advisory Services, LLC | 15,742 | $940.9K | 0.01% | +878+5.9% | Added |
| Steward Partners Investment Advisory, LLC | 15,865 | $948.3K | 0.01% | −12,275−43.6% | Reduced |
| Boothbay Fund Management, LLC | 16,207 | $968.7K | 0.03% | +12,261+310.7% | Added |
| DC Investments Management, LLC | 16,472 | $984.5K | 0.83% | +16,472 | New |
| Sequoia Financial Advisors, LLC | 16,660 | $995.8K | 0.01% | +6,315+61.0% | Added |
| Quantinno Capital Management LP | 16,713 | $999.0K | 0.02% | +1,708+11.4% | Added |
| Commerzbank Aktiengesellschaft | 16,739 | $1.00M | 0.03% | +11,506+219.9% | Added |
| Camelot Portfolios, LLC | 16,854 | $1.01M | 0.98% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,616 | $1.05M | 0.04% | −500−2.8% | Reduced |
| Icon Advisers Inc | 18,000 | $1.06M | 0.23% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,798 | $1.06M | 0.01% | −1,250−6.6% | Reduced |
| Wealthfront Advisers LLC | 17,810 | $1.06M | 0.00% | −4,341−19.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,087 | $1.08M | 0.00% | −10,261−36.2% | Reduced |
| CAPROCK Group, Inc. | 18,119 | $1.08M | 0.06% | −1,435−7.3% | Reduced |
| Principle Wealth Partners LLC | 18,471 | $1.10M | 0.09% | −109−0.6% | Reduced |
| PFG Investments, LLC | 18,590 | $1.11M | 0.07% | +18,590 | New |