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 |
|---|---|---|---|---|---|
| Candriam Luxembourg S.C.A. | 56,619 | $3.38M | 0.02% | −11,485−16.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 56,409 | $3.37M | 0.01% | +1,146+2.1% | Added |
| New York Life Investment Management LLC | 53,897 | $3.22M | 0.03% | −476−0.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 53,881 | $3.22M | 0.04% | +11,684+27.7% | Added |
| Great Valley Advisor Group, Inc. | 53,843 | $3.22M | 0.10% | +53,843 | New |
| FIL Ltd | 53,830 | $3.22M | 0.00% | +3,790+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 53,142 | $3.18M | 0.01% | −40.0% | Reduced |
| Advisors Asset Management, Inc. | 51,836 | $3.10M | 0.06% | −10,159−16.4% | Reduced |
| Baird Financial Group, Inc. | 51,282 | $3.07M | 0.01% | +7,610+17.4% | Added |
| Nisa Investment Advisors, LLC | 51,122 | $3.06M | 0.02% | −4,998−8.9% | Reduced |
| Pinnacle Associates Ltd | 49,877 | $2.98M | 0.05% | +38+0.1% | Added |
| US Bancorp | 49,480 | $2.96M | 0.00% | −12,933−20.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 49,149 | $2.94M | 0.04% | +17,993+57.8% | Added |
| Yousif Capital Management, LLC | 47,915 | $2.86M | 0.03% | −1,138−2.3% | Reduced |
| Neuberger Berman Group LLC | 47,416 | $2.83M | 0.00% | +1,944+4.3% | Added |
| Moors & Cabot, Inc. | 46,242 | $2.76M | 0.15% | −42,525−47.9% | Reduced |
| JustInvest LLC | 46,004 | $2.75M | 0.06% | −17,917−28.0% | Reduced |
| Mutual of America Capital Management LLC | 45,800 | $2.74M | 0.03% | −933−2.0% | Reduced |
| Bank of Nova Scotia | 45,670 | $2.73M | 0.01% | −49−0.1% | Reduced |
| Glenmede Trust Co NA | 45,236 | $2.70M | 0.01% | +5,214+13.0% | Added |
| Engineers Gate Manager LP | 43,045 | $2.57M | 0.07% | +37,596+690.0% | Added |
| Daiwa Securities Group Inc. | 42,555 | $2.54M | 0.01% | −1,512−3.4% | Reduced |
| Pathstone Holdings, LLC | 42,220 | $2.52M | 0.01% | +6,885+19.5% | Added |
| Captrust Financial Advisors | 41,802 | $2.50M | 0.01% | −6,758−13.9% | Reduced |
| Nissay Asset Management Corp | 41,798 | $2.50M | 0.02% | +2,722+7.0% | Added |
| British Columbia Investment Management Corp | 41,707 | $2.49M | 0.02% | +1,504+3.7% | Added |
| Guggenheim Capital LLC | 41,236 | $2.46M | 0.02% | +1,507+3.8% | Added |
| PEAK6 Investments LLC | 40,685 | $2.43M | 0.12% | −76,081−65.2% | Reduced |
| Quantbot Technologies LP | 40,387 | $2.41M | 0.14% | +36,707+997.5% | Added |
| Rafferty Asset Management, LLC | 40,193 | $2.40M | 0.01% | +1,227+3.1% | Added |
| Squarepoint Ops LLC | 39,346 | $2.35M | 0.01% | −186,253−82.6% | Reduced |
| Mercer Global Advisors Inc | 39,156 | $2.34M | 0.01% | +4,702+13.6% | Added |
| Westpac Banking Corp | 38,880 | $2.32M | 0.18% | +11,337+41.2% | Added |
| Resources Management Corp | 38,234 | $2.29M | 0.33% | −1,495−3.8% | Reduced |
| Schroder Investment Management Group | 37,913 | $2.27M | 0.00% | +594+1.6% | Added |
| State of Alaska, Department of Revenue | 37,884 | $2.26M | 0.03% | +155+0.4% | Added |
| Intech Investment Management LLC | 36,653 | $2.19M | 0.03% | +36,653 | New |
| Public Employees Retirement Association of Colorado | 36,166 | $2.16M | 0.01% | −2,809−7.2% | Reduced |
| Mirabella Financial Services LLP | 36,091 | $2.16M | 0.16% | +36,091 | New |
| Vestcor Inc | 35,970 | $2.15M | 0.07% | −3,737−9.4% | Reduced |
| Neville Rodie & Shaw Inc | 35,770 | $2.14M | 0.16% | +80.0% | Added |
| Redwood Investment Management, LLC | 35,508 | $2.12M | 0.20% | +35,508 | New |
| CIBC World Markets Corp | 35,004 | $2.09M | 0.01% | −9,951−22.1% | Reduced |
| Groupama Asset Managment | 16,932 | $2.07M | 0.04% | −22,383−56.9% | Reduced |
| Burney Co | 33,328 | $1.99M | 0.08% | +2,807+9.2% | Added |
| Somerset Trust Co | 33,138 | $1.98M | 0.81% | +1,635+5.2% | Added |
| Blair William & Co | 32,893 | $1.97M | 0.01% | −5,071−13.4% | Reduced |
| Agf Management Ltd | 32,411 | $1.94M | 0.01% | −6,099−15.8% | Reduced |
| Mondrian Investment Partners LTD | 32,229 | $1.93M | 0.03% | +18,062+127.5% | Added |
| O'Shaughnessy Asset Management, LLC | 32,181 | $1.92M | 0.02% | +13,685+74.0% | Added |
| Kestra Private Wealth Services, LLC | 32,112 | $1.92M | 0.04% | +6,523+25.5% | Added |
| Elo Mutual Pension Insurance Co | 32,064 | $1.92M | 0.04% | +1,587+5.2% | Added |
| Siemens Fonds Invest GmbH | 31,527 | $1.88M | 0.15% | −159−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 30,520 | $1.82M | 0.11% | +1,832+6.4% | Added |
| CWM, LLC | 30,082 | $1.80M | 0.01% | +787+2.7% | Added |
| Oregon Public Employees Retirement Fund | 29,815 | $1.78M | 0.04% | −15,503−34.2% | Reduced |
| Northcape Wealth Management, LLC | 29,707 | $1.78M | 0.65% | +4,187+16.4% | Added |
| Mackenzie Financial Corp | 29,679 | $1.77M | 0.00% | +1,499+5.3% | Added |
| Flagship Harbor Advisors, LLC | 29,586 | $1.77M | 0.11% | −960−3.1% | Reduced |
| Jump Financial, LLC | 29,297 | $1.75M | 0.05% | +3,859+15.2% | Added |
| John G Ullman & Associates Inc | 29,175 | $1.74M | 0.27% | −44,367−60.3% | Reduced |
| Gulf International Bank (UK) Ltd | 28,849 | $1.72M | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 28,474 | $1.70M | 0.02% | −77,771−73.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,763 | $1.70M | 0.01% | +7,501+37.0% | Added |
| M&T Bank Corp | 27,877 | $1.67M | 0.01% | −2,895−9.4% | Reduced |
| Wellington Management Group LLP | 27,796 | $1.66M | 0.00% | −798,757−96.6% | Reduced |
| Bradley Foster & Sargent Inc | 27,617 | $1.65M | 0.03% | −47,538−63.3% | Reduced |
| Bayesian Capital Management, LP | 27,200 | $1.63M | 0.16% | +18,300+205.6% | Added |
| Kinneret Advisory, LLC | 27,150 | $1.62M | 0.16% | −85−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 27,017 | $1.61M | 0.05% | −247−0.9% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.61M | 0.02% | +27,000 | New |
| Campbell & CO Investment Adviser LLC | 26,563 | $1.59M | 0.14% | +26,563 | New |
| Kentucky Retirement Systems | 26,529 | $1.59M | 0.05% | −1,421−5.1% | Reduced |
| La Banque Postale Asset Management SA | 26,497 | $1.58M | 0.06% | −3,733−12.3% | Reduced |
| Fifth Third Bancorp | 26,109 | $1.56M | 0.01% | +2,912+12.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 26,031 | $1.55M | 0.02% | −12,720−32.8% | Reduced |
| Wexford Capital LP | 25,974 | $1.55M | 0.32% | −6,693−20.5% | Reduced |
| Ascent Group, LLC | 25,942 | $1.55M | 0.14% | +488+1.9% | Added |
| Legacy Wealth Management, LLC | 25,770 | $1.54M | 0.69% | +11,790+84.3% | Added |
| Cresset Asset Management, LLC | 25,436 | $1.52M | 0.01% | −845−3.2% | Reduced |
| Epoch Investment Partners, Inc. | 25,025 | $1.50M | 0.01% | −519−2.0% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $1.49M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 24,652 | $1.47M | 0.01% | +434+1.8% | Added |
| Allianz SE | 24,584 | $1.47M | 0.05% | +24,584 | New |
| Brookstone Capital Management | 24,446 | $1.46M | 0.03% | −758−3.0% | Reduced |
| First PREMIER Bank | 24,306 | $1.45M | 0.38% | −521−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 23,876 | $1.43M | 0.02% | −1,358−5.4% | Reduced |
| Bahl & Gaynor Inc | 23,735 | $1.42M | 0.01% | −630,321−96.4% | Reduced |
| St Germain D J Co Inc | 23,712 | $1.42M | 0.07% | +3,678+18.4% | Added |
| Pacer Advisors, Inc. | 23,658 | $1.41M | 0.00% | +635+2.8% | Added |
| Susquehanna Fundamental Investments, LLC | 23,217 | $1.39M | 0.06% | +23,217 | New |
| Everence Capital Management Inc | 23,210 | $1.39M | 0.09% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 22,819 | $1.36M | 0.05% | −42−0.2% | Reduced |
| Hartford Investment Management Co | 22,510 | $1.35M | 0.05% | −1,024−4.4% | Reduced |
| United Capital Financial Advisers, LLC | 22,509 | $1.35M | 0.01% | +2,949+15.1% | Added |
| Empowered Funds, LLC | 22,318 | $1.33M | 0.02% | −10,739−32.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 22,069 | $1.32M | 0.14% | −6,103−21.7% | Reduced |
| Truist Financial Corp | 21,695 | $1.30M | 0.00% | −11,109−33.9% | Reduced |
| Crossmark Global Holdings, Inc. | 21,654 | $1.29M | 0.02% | −12,924−37.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 21,626 | $1.29M | 0.03% | −231,494−91.5% | Reduced |