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 |
|---|---|---|---|---|---|
| BTG Pactual Global Asset Management Ltd | 18,647 | $1.11M | 0.36% | +18,647 | New |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.13M | 0.11% | 00.0% | Unchanged |
| Pensionfund Sabic | 19,000 | $1.14M | 0.34% | −1,000−5.0% | Reduced |
| Essex Financial Services, Inc. | 19,452 | $1.16M | 0.11% | +240+1.2% | Added |
| UniSuper Management Pty Ltd | 19,676 | $1.18M | 0.01% | +16,062+444.4% | Added |
| Lockheed Martin Investment Management Co | 17,400 | $1.18M | 0.09% | −2,600−13.0% | Reduced |
| Tocqueville Asset Management L.P. | 19,785 | $1.18M | 0.02% | −650−3.2% | Reduced |
| D.A. Davidson & Co. | 20,229 | $1.21M | 0.01% | +174+0.9% | Added |
| Louisiana State Employees Retirement System | 20,300 | $1.21M | 0.02% | −800−3.8% | Reduced |
| Private Advisor Group, LLC | 20,444 | $1.22M | 0.01% | +8,167+66.5% | Added |
| Securian Asset Management, Inc | 20,574 | $1.23M | 0.04% | −1,505−6.8% | Reduced |
| Ameritas Investment Partners, Inc. | 20,905 | $1.25M | 0.04% | +6,490+45.0% | Added |
| Inceptionr LLC | 21,140 | $1.26M | 0.33% | +16,659+371.8% | Added |
| Ieq Capital, LLC | 21,145 | $1.26M | 0.02% | +7,618+56.3% | Added |
| Virtu Financial LLC | 21,422 | $1.28M | 0.10% | +21,422 | New |
| JB Capital LLC | 21,522 | $1.29M | 0.09% | +141+0.7% | Added |
| Credit Agricole S A | 21,882 | $1.29M | 0.02% | +11,579+112.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 21,626 | $1.29M | 0.03% | −231,494−91.5% | Reduced |
| Crossmark Global Holdings, Inc. | 21,654 | $1.29M | 0.02% | −12,924−37.4% | Reduced |
| Truist Financial Corp | 21,695 | $1.30M | 0.00% | −11,109−33.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 22,069 | $1.32M | 0.14% | −6,103−21.7% | Reduced |
| Empowered Funds, LLC | 22,318 | $1.33M | 0.02% | −10,739−32.5% | Reduced |
| United Capital Financial Advisers, LLC | 22,509 | $1.35M | 0.01% | +2,949+15.1% | Added |
| Hartford Investment Management Co | 22,510 | $1.35M | 0.05% | −1,024−4.4% | Reduced |
| Metis Global Partners, LLC | 22,819 | $1.36M | 0.05% | −42−0.2% | Reduced |
| Everence Capital Management Inc | 23,210 | $1.39M | 0.09% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 23,217 | $1.39M | 0.06% | +23,217 | New |
| Pacer Advisors, Inc. | 23,658 | $1.41M | 0.00% | +635+2.8% | Added |
| St Germain D J Co Inc | 23,712 | $1.42M | 0.07% | +3,678+18.4% | Added |
| Bahl & Gaynor Inc | 23,735 | $1.42M | 0.01% | −630,321−96.4% | Reduced |
| Integrated Wealth Concepts LLC | 23,876 | $1.43M | 0.02% | −1,358−5.4% | Reduced |
| First PREMIER Bank | 24,306 | $1.45M | 0.38% | −521−2.1% | Reduced |
| Brookstone Capital Management | 24,446 | $1.46M | 0.03% | −758−3.0% | Reduced |
| Allianz SE | 24,584 | $1.47M | 0.05% | +24,584 | New |
| GWM Advisors LLC | 24,652 | $1.47M | 0.01% | +434+1.8% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.49M | 0.03% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 25,025 | $1.50M | 0.01% | −519−2.0% | Reduced |
| Cresset Asset Management, LLC | 25,436 | $1.52M | 0.01% | −845−3.2% | Reduced |
| Legacy Wealth Management, LLC | 25,770 | $1.54M | 0.69% | +11,790+84.3% | Added |
| Ascent Group, LLC | 25,942 | $1.55M | 0.14% | +488+1.9% | Added |
| Wexford Capital LP | 25,974 | $1.55M | 0.32% | −6,693−20.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,031 | $1.55M | 0.02% | −12,720−32.8% | Reduced |
| Fifth Third Bancorp | 26,109 | $1.56M | 0.01% | +2,912+12.6% | Added |
| La Banque Postale Asset Management SA | 26,497 | $1.58M | 0.06% | −3,733−12.3% | Reduced |
| Kentucky Retirement Systems | 26,529 | $1.59M | 0.05% | −1,421−5.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 26,563 | $1.59M | 0.14% | +26,563 | New |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.61M | 0.02% | +27,000 | New |
| Dynamic Advisor Solutions LLC | 27,017 | $1.61M | 0.05% | −247−0.9% | Reduced |
| Kinneret Advisory, LLC | 27,150 | $1.62M | 0.16% | −85−0.3% | Reduced |
| Bayesian Capital Management, LP | 27,200 | $1.63M | 0.16% | +18,300+205.6% | Added |
| Bradley Foster & Sargent Inc | 27,617 | $1.65M | 0.03% | −47,538−63.3% | Reduced |
| Wellington Management Group LLP | 27,796 | $1.66M | 0.00% | −798,757−96.6% | Reduced |
| M&T Bank Corp | 27,877 | $1.67M | 0.01% | −2,895−9.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,763 | $1.70M | 0.01% | +7,501+37.0% | Added |
| Teachers Retirement System of the State of Kentucky | 28,474 | $1.70M | 0.02% | −77,771−73.2% | Reduced |
| Gulf International Bank (UK) Ltd | 28,849 | $1.72M | 0.04% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 29,175 | $1.74M | 0.27% | −44,367−60.3% | Reduced |
| Jump Financial, LLC | 29,297 | $1.75M | 0.05% | +3,859+15.2% | Added |
| Flagship Harbor Advisors, LLC | 29,586 | $1.77M | 0.11% | −960−3.1% | Reduced |
| Mackenzie Financial Corp | 29,679 | $1.77M | 0.00% | +1,499+5.3% | Added |
| Northcape Wealth Management, LLC | 29,707 | $1.78M | 0.65% | +4,187+16.4% | Added |
| Oregon Public Employees Retirement Fund | 29,815 | $1.78M | 0.04% | −15,503−34.2% | Reduced |
| CWM, LLC | 30,082 | $1.80M | 0.01% | +787+2.7% | Added |
| Stratos Wealth Advisors, LLC | 30,520 | $1.82M | 0.11% | +1,832+6.4% | Added |
| Siemens Fonds Invest GmbH | 31,527 | $1.88M | 0.15% | −159−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 32,064 | $1.92M | 0.04% | +1,587+5.2% | Added |
| Kestra Private Wealth Services, LLC | 32,112 | $1.92M | 0.04% | +6,523+25.5% | Added |
| O'Shaughnessy Asset Management, LLC | 32,181 | $1.92M | 0.02% | +13,685+74.0% | Added |
| Mondrian Investment Partners LTD | 32,229 | $1.93M | 0.03% | +18,062+127.5% | Added |
| Agf Management Ltd | 32,411 | $1.94M | 0.01% | −6,099−15.8% | Reduced |
| Blair William & Co | 32,893 | $1.97M | 0.01% | −5,071−13.4% | Reduced |
| Somerset Trust Co | 33,138 | $1.98M | 0.81% | +1,635+5.2% | Added |
| Burney Co | 33,328 | $1.99M | 0.08% | +2,807+9.2% | Added |
| Groupama Asset Managment | 16,932 | $2.07M | 0.04% | −22,383−56.9% | Reduced |
| CIBC World Markets Corp | 35,004 | $2.09M | 0.01% | −9,951−22.1% | Reduced |
| Redwood Investment Management, LLC | 35,508 | $2.12M | 0.20% | +35,508 | New |
| Neville Rodie & Shaw Inc | 35,770 | $2.14M | 0.16% | +80.0% | Added |
| Vestcor Inc | 35,970 | $2.15M | 0.07% | −3,737−9.4% | Reduced |
| Mirabella Financial Services LLP | 36,091 | $2.16M | 0.16% | +36,091 | New |
| Public Employees Retirement Association of Colorado | 36,166 | $2.16M | 0.01% | −2,809−7.2% | Reduced |
| Intech Investment Management LLC | 36,653 | $2.19M | 0.03% | +36,653 | New |
| State of Alaska, Department of Revenue | 37,884 | $2.26M | 0.03% | +155+0.4% | Added |
| Schroder Investment Management Group | 37,913 | $2.27M | 0.00% | +594+1.6% | Added |
| Resources Management Corp | 38,234 | $2.29M | 0.33% | −1,495−3.8% | Reduced |
| Westpac Banking Corp | 38,880 | $2.32M | 0.18% | +11,337+41.2% | Added |
| Mercer Global Advisors Inc | 39,156 | $2.34M | 0.01% | +4,702+13.6% | Added |
| Squarepoint Ops LLC | 39,346 | $2.35M | 0.01% | −186,253−82.6% | Reduced |
| Rafferty Asset Management, LLC | 40,193 | $2.40M | 0.01% | +1,227+3.1% | Added |
| Quantbot Technologies LP | 40,387 | $2.41M | 0.14% | +36,707+997.5% | Added |
| PEAK6 Investments LLC | 40,685 | $2.43M | 0.12% | −76,081−65.2% | Reduced |
| Guggenheim Capital LLC | 41,236 | $2.46M | 0.02% | +1,507+3.8% | Added |
| British Columbia Investment Management Corp | 41,707 | $2.49M | 0.02% | +1,504+3.7% | Added |
| Nissay Asset Management Corp | 41,798 | $2.50M | 0.02% | +2,722+7.0% | Added |
| Captrust Financial Advisors | 41,802 | $2.50M | 0.01% | −6,758−13.9% | Reduced |
| Pathstone Holdings, LLC | 42,220 | $2.52M | 0.01% | +6,885+19.5% | Added |
| Daiwa Securities Group Inc. | 42,555 | $2.54M | 0.01% | −1,512−3.4% | Reduced |
| Engineers Gate Manager LP | 43,045 | $2.57M | 0.07% | +37,596+690.0% | Added |
| Glenmede Trust Co NA | 45,236 | $2.70M | 0.01% | +5,214+13.0% | Added |
| Bank of Nova Scotia | 45,670 | $2.73M | 0.01% | −49−0.1% | Reduced |
| Mutual of America Capital Management LLC | 45,800 | $2.74M | 0.03% | −933−2.0% | Reduced |