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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 21,882 | $1.29M | 0.02% | +11,579+112.4% | Added |
| JB Capital LLC | 21,522 | $1.29M | 0.09% | +141+0.7% | Added |
| Virtu Financial LLC | 21,422 | $1.28M | 0.10% | +21,422 | New |
| Ieq Capital, LLC | 21,145 | $1.26M | 0.02% | +7,618+56.3% | Added |
| Inceptionr LLC | 21,140 | $1.26M | 0.33% | +16,659+371.8% | Added |
| Ameritas Investment Partners, Inc. | 20,905 | $1.25M | 0.04% | +6,490+45.0% | Added |
| Securian Asset Management, Inc | 20,574 | $1.23M | 0.04% | −1,505−6.8% | Reduced |
| Private Advisor Group, LLC | 20,444 | $1.22M | 0.01% | +8,167+66.5% | Added |
| Louisiana State Employees Retirement System | 20,300 | $1.21M | 0.02% | −800−3.8% | Reduced |
| D.A. Davidson & Co. | 20,229 | $1.21M | 0.01% | +174+0.9% | Added |
| Tocqueville Asset Management L.P. | 19,785 | $1.18M | 0.02% | −650−3.2% | Reduced |
| Lockheed Martin Investment Management Co | 17,400 | $1.18M | 0.09% | −2,600−13.0% | Reduced |
| UniSuper Management Pty Ltd | 19,676 | $1.18M | 0.01% | +16,062+444.4% | Added |
| Essex Financial Services, Inc. | 19,452 | $1.16M | 0.11% | +240+1.2% | Added |
| Pensionfund Sabic | 19,000 | $1.14M | 0.34% | −1,000−5.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.13M | 0.11% | 00.0% | Unchanged |
| BTG Pactual Global Asset Management Ltd | 18,647 | $1.11M | 0.36% | +18,647 | New |
| PFG Investments, LLC | 18,590 | $1.11M | 0.07% | +18,590 | New |
| Principle Wealth Partners LLC | 18,471 | $1.10M | 0.09% | −109−0.6% | Reduced |
| CAPROCK Group, Inc. | 18,119 | $1.08M | 0.06% | −1,435−7.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,087 | $1.08M | 0.00% | −10,261−36.2% | Reduced |
| Wealthfront Advisers LLC | 17,810 | $1.06M | 0.00% | −4,341−19.6% | Reduced |
| Park Avenue Securities LLC | 17,798 | $1.06M | 0.01% | −1,250−6.6% | Reduced |
| Icon Advisers Inc | 18,000 | $1.06M | 0.23% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 17,616 | $1.05M | 0.04% | −500−2.8% | Reduced |
| Camelot Portfolios, LLC | 16,854 | $1.01M | 0.98% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 16,739 | $1.00M | 0.03% | +11,506+219.9% | Added |
| Quantinno Capital Management LP | 16,713 | $999.0K | 0.02% | +1,708+11.4% | Added |
| Sequoia Financial Advisors, LLC | 16,660 | $995.8K | 0.01% | +6,315+61.0% | Added |
| DC Investments Management, LLC | 16,472 | $984.5K | 0.83% | +16,472 | New |
| Boothbay Fund Management, LLC | 16,207 | $968.7K | 0.03% | +12,261+310.7% | Added |
| Steward Partners Investment Advisory, LLC | 15,865 | $948.3K | 0.01% | −12,275−43.6% | Reduced |
| Kestra Advisory Services, LLC | 15,742 | $940.9K | 0.01% | +878+5.9% | Added |
| Lido Advisors, LLC | 15,513 | $927.2K | 0.01% | +10,753+225.9% | Added |
| Aquatic Capital Management LLC | 14,600 | $872.6K | 0.03% | −56,600−79.5% | Reduced |
| Sutton Place Investors LLC | 14,575 | $871.1K | 0.43% | +74+0.5% | Added |
| Assenagon Asset Management S.A. | 14,321 | $856.0K | 0.00% | +876+6.5% | Added |
| Armstrong Advisory Group, Inc | 13,800 | $851.7K | 0.08% | 00.0% | Unchanged |
| Heritage Trust Co | 14,216 | $849.7K | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 14,317 | $843.0K | 0.00% | +314+2.2% | Added |
| Metropolitan Life Insurance Co | 14,088 | $842.0K | 0.04% | −131−0.9% | Reduced |
| Financial Counselors Inc | 13,905 | $831.1K | 0.01% | +13,905 | New |
| Paradigm Financial Partners, LLC | 13,903 | $831.0K | 0.18% | −1,655−10.6% | Reduced |
| Union Savings Bank | 13,878 | $829.5K | 0.43% | 00.0% | Unchanged |
| Presima Inc. | 13,730 | $820.6K | 0.19% | 00.0% | Unchanged |
| Rockland Trust Co | 13,567 | $810.9K | 0.04% | +115+0.9% | Added |
| Toroso Investments, LLC | 13,611 | $808.5K | 0.01% | +243+1.8% | Added |
| BKM Wealth Management, LLC | 13,363 | $798.7K | 0.34% | +2,762+26.1% | Added |
| Resources Investment Advisors, LLC. | 13,245 | $791.7K | 0.01% | +1,393+11.8% | Added |
| Beacon Pointe Advisors, LLC | 13,173 | $787.3K | 0.01% | +51+0.4% | Added |
| MML Investors Services, LLC | 13,108 | $783.0K | 0.00% | +680+5.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,081 | $781.9K | 0.00% | +3,676+39.1% | Added |
| Profund Advisors LLC | 13,037 | $779.2K | 0.03% | −1,085−7.7% | Reduced |
| Norinchukin Bank, The | 12,876 | $769.6K | 0.02% | −190−1.5% | Reduced |
| Occudo Quantitative Strategies LP | 12,867 | $769.1K | 0.13% | −23,887−65.0% | Reduced |
| Sowa Financial Group, Inc. | 12,414 | $766.0K | 0.62% | 00.0% | Unchanged |
| Empirical Finance, LLC | 12,544 | $749.8K | 0.05% | +425+3.5% | Added |
| Allworth Financial LP | 12,394 | $740.8K | 0.01% | −979−7.3% | Reduced |
| QRG Capital Management, Inc. | 12,139 | $725.6K | 0.01% | +343+2.9% | Added |
| NorthRock Partners, LLC | 12,025 | $725.3K | 0.03% | +2,874+31.4% | Added |
| Tower Research Capital LLC (TRC) | 12,091 | $722.7K | 0.02% | −26,434−68.6% | Reduced |
| Fisher Asset Management, LLC | 12,079 | $722.0K | 0.00% | −11,314−48.4% | Reduced |
| AE Wealth Management LLC | 12,064 | $721.1K | 0.01% | −9,678−44.5% | Reduced |
| Proequities, Inc. | 11,740 | $709.9K | 0.05% | +243+2.1% | Added |
| United Services Automobile Association | 11,818 | $706.4K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,794 | $704.9K | 0.01% | −590−4.8% | Reduced |
| Shell Asset Management Co | 12,409 | $704.0K | 0.03% | −19,333−60.9% | Reduced |
| McDonald Partners LLC | 11,756 | $702.7K | 0.19% | +950+8.8% | Added |
| Quadrature Capital Ltd | 11,711 | $699.8K | 0.01% | +11,711 | New |
| Northwestern Mutual Wealth Management Co | 11,660 | $697.0K | 0.00% | +1,912+19.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,528 | $689.0K | 0.05% | −917−7.4% | Reduced |
| Heritage Financial Services, LLC | 11,507 | $687.8K | 0.10% | +1,272+12.4% | Added |
| Rockefeller Capital Management L.P. | 11,482 | $686.3K | 0.00% | −2,218−16.2% | Reduced |
| Regions Financial Corp | 11,476 | $685.9K | 0.01% | −12−0.1% | Reduced |
| Aigen Investment Management, LP | 11,333 | $677.4K | 0.15% | +11,333 | New |
| Huber Capital Management LLC | 11,311 | $676.1K | 0.15% | +711+6.7% | Added |
| XTX Topco Ltd | 11,192 | $668.9K | 0.09% | +11,192 | New |
| Kingswood Wealth Advisors, LLC | 11,166 | $667.4K | 0.08% | −867−7.2% | Reduced |
| Baker Ellis Asset Management LLC | 11,097 | $663.3K | 0.10% | −413−3.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,085 | $662.5K | 0.02% | +28+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 11,072 | $661.8K | 0.03% | +2,351+27.0% | Added |
| AIA Group Ltd | 11,054 | $660.7K | 0.02% | +11,054 | New |
| Central Pacific Bank - Trust Division | 11,200 | $659.5K | 0.08% | +11,200 | New |
| Waratah Capital Advisors Ltd. | 10,984 | $656.5K | 0.03% | +10,984 | New |
| Centerpoint Advisors, LLC | 10,983 | $656.0K | 0.25% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 10,952 | $654.6K | 0.10% | +10,952 | New |
| My Legacy Advisors, LLC | 10,704 | $639.8K | 0.21% | −275−2.5% | Reduced |
| Scientech Research LLC | 10,634 | $635.6K | 0.34% | +10,634 | New |
| Stratos Wealth Partners, LTD. | 10,616 | $634.6K | 0.01% | +418+4.1% | Added |
| Miller Howard Investments Inc | 10,592 | $633.1K | 0.02% | −3,667−25.7% | Reduced |
| HB Wealth Management, LLC | 10,355 | $618.9K | 0.01% | +4,328+71.8% | Added |
| Finer Wealth Management, Inc. | 10,330 | $617.4K | 0.41% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 10,175 | $608.2K | 0.00% | −1,312−11.4% | Reduced |
| Apollon Wealth Management, LLC | 10,150 | $606.7K | 0.02% | +470+4.9% | Added |
| Wetherby Asset Management Inc | 10,127 | $605.3K | 0.03% | −1,932−16.0% | Reduced |
| Claro Advisors LLC | 10,053 | $600.9K | 0.10% | −457−4.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 9,939 | $594.0K | 0.05% | −860−8.0% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $594.0K | 0.06% | 00.0% | Unchanged |
| 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 |