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 |
|---|---|---|---|---|---|
| Amundi | 3,588,952 | $211.7M | 0.09% | +1,807,251+101.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,868,360 | $227.9M | 0.52% | +1,524,341+65.0% | Added |
| Magellan Asset Management Ltd | 3,900,118 | $233.1M | 2.23% | +833,027+27.2% | Added |
| Deutsche Bank AG | 4,164,815 | $248.9M | 0.12% | −494,236−10.6% | Reduced |
| UBS Asset Management Americas Inc | 4,351,098 | $260.1M | 0.09% | +146,036+3.5% | Added |
| Invesco Ltd. | 4,627,748 | $276.6M | 0.06% | +1,746,722+60.6% | Added |
| American Century Companies Inc | 4,713,233 | $281.7M | 0.18% | +510,683+12.2% | Added |
| Morgan Stanley | 4,863,855 | $290.7M | 0.02% | +433,387+9.8% | Added |
| Goldman Sachs Group Inc | 4,984,325 | $297.9M | 0.06% | +805,719+19.3% | Added |
| Nordea Investment Management AB | 5,838,947 | $347.0M | 0.41% | −460,853−7.3% | Reduced |
| Legal & General Group Plc | 6,180,267 | $369.4M | 0.11% | −67,963−1.1% | Reduced |
| FMR LLC | 6,840,804 | $408.9M | 0.03% | +2,472,053+56.6% | Added |
| Charles Schwab Investment Management Inc | 8,473,537 | $478.3M | 0.11% | +823,394+10.8% | Added |
| Geode Capital Management, LLC | 8,956,168 | $534.0M | 0.05% | +868,085+10.7% | Added |
| State Street Corp | 26,807,488 | $1.60B | 0.07% | −813,813−2.9% | Reduced |
| BlackRock Inc. | 37,637,604 | $2.25B | 0.05% | +597,572+1.6% | Added |
| Vanguard Group Inc | 41,970,809 | $2.51B | 0.05% | −3,493,736−7.7% | Reduced |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −2,920−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,639,775−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −939,334−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −651,027−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −566,831−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −120,017−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −96,045−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −95,778−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −85,575−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −82,300−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −63,180−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −57,528−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −56,400−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −50,114−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −47,879−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| PFW Advisors LLC | 0 | $0 | 0.00% | −28,949−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −27,865−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −25,198−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −24,299−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −18,891−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −18,589−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −18,515−100.0% | Sold out |
| Great Oak Capital Partners, LLC | 0 | $0 | 0.00% | −16,970−100.0% | Sold out |
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −15,278−100.0% | Sold out |
| Mattern Capital Management, LLC | 0 | $0 | 0.00% | −14,388−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −14,161−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −13,587−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −12,314−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −12,209−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −12,074−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −11,807−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,492−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −11,429−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −11,378−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −10,214−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −9,192−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,259−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −8,063−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,788−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −7,561−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,038−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −6,696−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −5,443−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,321−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −5,063−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −4,996−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Morton Community Bank | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −4,161−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −4,160−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −3,690−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −3,314−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| Knuff & Co LLC | 0 | $0 | 0.00% | −2,268−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,974−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,163−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Garner Asset Management Corp | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −62−100.0% | Sold out |