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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 9,734 | $581.8K | 0.01% | −1,945−16.7% | Reduced |
| Finivi Inc. | 9,439 | $564.1K | 0.51% | +1,636+21.0% | Added |
| Cox Capital Mgt LLC | 9,414 | $562.7K | 0.35% | +1,342+16.6% | Added |
| Modern Wealth Management, LLC | 9,395 | $561.5K | 0.05% | +17+0.2% | Added |
| Rakuten Investment Management, Inc. | 9,394 | $561.5K | 0.00% | +8,531+988.5% | Added |
| V-Square Quantitative Management LLC | 9,375 | $560.3K | 0.09% | +1,431+18.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,362 | $559.6K | 0.09% | −11−0.1% | Reduced |
| Welch & Forbes LLC | 9,313 | $556.6K | 0.01% | −1,500−13.9% | Reduced |
| Chatham Capital Group, Inc. | 9,188 | $549.2K | 0.10% | 00.0% | Unchanged |
| Brown Advisory Inc | 9,081 | $542.8K | 0.00% | +1,043+13.0% | Added |
| Flputnam Investment Management Co | 9,030 | $539.7K | 0.01% | −11,876−56.8% | Reduced |
| Keybank National Association | 9,028 | $539.6K | 0.00% | −959−9.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 8,965 | $536.0K | 0.01% | −848−8.6% | Reduced |
| Fiduciary Trust Co | 8,929 | $533.7K | 0.01% | +1,900+27.0% | Added |
| Teacher Retirement System of Texas | 8,881 | $531.0K | 0.00% | −7,155−44.6% | Reduced |
| First Manhattan Co | 8,876 | $530.5K | 0.00% | −20.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,841 | $528.4K | 0.01% | +74+0.8% | Added |
| Valmark Advisers, Inc. | 8,831 | $527.8K | 0.01% | −140−1.6% | Reduced |
| SC&H Financial Advisors, Inc. | 8,823 | $527.3K | 0.14% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8,783 | $525.0K | 0.30% | −525−5.6% | Reduced |
| Mystic Asset Management, Inc. | 8,775 | $524.5K | 0.22% | +814+10.2% | Added |
| NEOS Investment Management LLC | 8,632 | $515.9K | 0.03% | +3,675+74.1% | Added |
| Machina Capital S.A.S. | 8,470 | $506.3K | 0.27% | +8,470 | New |
| Csenge Advisory Group | 8,420 | $503.3K | 0.03% | −451−5.1% | Reduced |
| First Hawaiian Bank | 8,335 | $498.2K | 0.02% | −41−0.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 8,313 | $497.0K | 0.36% | −2,226−21.1% | Reduced |
| Spirit of America Management Corp | 8,300 | $496.1K | 0.10% | +250+3.1% | Added |
| Cape Cod Five Cents Savings Bank | 8,274 | $494.5K | 0.05% | −262−3.1% | Reduced |
| Greenleaf Trust | 8,057 | $481.6K | 0.00% | −1,452−15.3% | Reduced |
| LVW Advisors, LLC | 8,052 | $481.3K | 0.08% | +552+7.4% | Added |
| Grimes & Company, Inc. | 7,990 | $477.6K | 0.01% | −365−4.4% | Reduced |
| BKD Wealth Advisors, LLC | 7,971 | $476.4K | 0.01% | +13+0.2% | Added |
| Avantax Advisory Services, Inc. | 7,944 | $474.8K | 0.00% | +192+2.5% | Added |
| Hills Bank & Trust Co | 7,717 | $461.2K | 0.04% | +571+8.0% | Added |
| Whittier Trust Co | 7,690 | $459.6K | 0.01% | +19+0.2% | Added |
| Valley Brook Capital Group | 7,528 | $449.9K | 0.36% | −100−1.3% | Reduced |
| Coldstream Capital Management Inc | 7,526 | $449.8K | 0.01% | +314+4.4% | Added |
| SageView Advisory Group, LLC | 7,526 | $449.8K | 0.03% | −1,767−19.0% | Reduced |
| Stevens Capital Management LP | 7,391 | $442.0K | 0.09% | +7,391 | New |
| Daymark Wealth Partners, LLC | 7,214 | $431.2K | 0.02% | −1,546−17.6% | Reduced |
| Berkshire Bank | 7,198 | $430.2K | 0.11% | −1,300−15.3% | Reduced |
| Sachetta, LLC | 6,931 | $427.8K | 0.20% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,032 | $420.3K | 0.02% | −2,001−22.2% | Reduced |
| Veriti Management LLC | 6,955 | $415.7K | 0.03% | +2,420+53.4% | Added |
| Advisors Capital Management, LLC | 6,821 | $408.0K | 0.01% | +593+9.5% | Added |
| Bard Financial Services, Inc. | 6,796 | $406.2K | 0.04% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 6,671 | $398.7K | 0.19% | +39+0.6% | Added |
| Capstone Investment Advisors, LLC | 6,665 | $398.4K | 0.01% | −193−2.8% | Reduced |
| Oak Thistle LLC | 6,610 | $395.1K | 0.35% | −4,840−42.3% | Reduced |
| Avestar Capital, LLC | 6,504 | $393.1K | 0.05% | +2,284+54.1% | Added |
| FineMark National Bank & Trust | 6,572 | $392.8K | 0.01% | −132−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 6,514 | $389.3K | 0.02% | +8+0.1% | Added |
| Alberta Investment Management Corp | 6,500 | $388.5K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,445 | $385.2K | 0.01% | −85−1.3% | Reduced |
| Atomi Financial Group, Inc. | 6,442 | $385.0K | 0.04% | +6,442 | New |
| Kesler, Norman & Wride, LLC | 6,408 | $383.0K | 0.08% | −9,839−60.6% | Reduced |
| Paloma Partners Management Co | 6,387 | $381.8K | 0.06% | +6,387 | New |
| Blue Fin Capital, Inc. | 6,331 | $378.4K | 0.08% | −16−0.3% | Reduced |
| Jmac Enterprises LLC | 6,300 | $376.6K | 0.07% | 00.0% | Unchanged |
| Savior LLC | 6,150 | $367.6K | 1.97% | 00.0% | Unchanged |
| Mirova | 6,142 | $367.1K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,988 | $357.9K | 0.02% | −350−5.5% | Reduced |
| Meeder Advisory Services, Inc. | 5,972 | $356.9K | 0.04% | +53+0.9% | Added |
| KCM Investment Advisors LLC | 5,957 | $356.1K | 0.01% | −24−0.4% | Reduced |
| Apella Capital, LLC | 5,913 | $354.5K | 0.02% | +15+0.3% | Added |
| Spire Wealth Management | 5,904 | $352.9K | 0.01% | −103−1.7% | Reduced |
| J.W. Cole Advisors, Inc. | 5,888 | $352.0K | 0.02% | +121+2.1% | Added |
| Bleakley Financial Group, LLC | 5,875 | $351.1K | 0.01% | −776−11.7% | Reduced |
| Howland Capital Management LLC | 5,855 | $350.0K | 0.02% | −92,612−94.1% | Reduced |
| Merit Financial Group, LLC | 5,768 | $346.1K | 0.01% | +34+0.6% | Added |
| Simplicity Wealth,LLC | 5,754 | $343.9K | 0.01% | +5,754 | New |
| Midwest Professional Planners, LTD. | 5,732 | $342.6K | 0.12% | −72−1.2% | Reduced |
| Eastern Bank | 5,700 | $340.7K | 0.01% | +116+2.1% | Added |
| Quadcap Wealth Management, LLC | 5,680 | $339.5K | 0.08% | +48+0.9% | Added |
| Wolverine Trading, LLC | 5,674 | $339.1K | 0.00% | +5,674 | New |
| Investment Management Corp of Ontario | 5,663 | $338.5K | 0.01% | −2,500−30.6% | Reduced |
| Savant Capital, LLC | 5,640 | $337.1K | 0.00% | +785+16.2% | Added |
| Simplex Trading, LLC | 5,631 | $336.0K | 0.01% | +803+16.6% | Added |
| Wealthspire Advisors, LLC | 5,612 | $335.4K | 0.00% | +32+0.6% | Added |
| Fullerton Fund Management Co Ltd. | 5,555 | $332.0K | 0.02% | +5,555 | New |
| Prossimo Advisors, LLC | 5,520 | $330.0K | 0.64% | −1,350−19.7% | Reduced |
| Barry Investment Advisors, LLC | 5,407 | $327.1K | 0.11% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $325.1K | 0.20% | +5,440 | New |
| Quadrant Capital Group LLC | 5,439 | $325.1K | 0.03% | −1,396−20.4% | Reduced |
| CFS Investment Advisory Services, LLC | 5,433 | $325.0K | 0.05% | −995−15.5% | Reduced |
| American State Bank (Iowa) | 5,436 | $324.9K | 0.22% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,409 | $323.3K | 0.01% | −70−1.3% | Reduced |
| Seeds Investor LLC | 5,378 | $321.4K | 0.30% | −1,830−25.4% | Reduced |
| Balentine LLC | 5,360 | $320.3K | 0.01% | +1,429+36.4% | Added |
| Raymond James Trust N.A. | 5,332 | $318.7K | 0.01% | −712−11.8% | Reduced |
| Aptus Capital Advisors, LLC | 5,317 | $317.8K | 0.01% | +5,317 | New |
| Glenview Trust Co | 5,305 | $317.1K | 0.01% | +1,268+31.4% | Added |
| Bridgewater Associates, LP | 5,301 | $316.8K | 0.00% | −4,157−44.0% | Reduced |
| Independent Advisor Alliance | 5,230 | $312.6K | 0.01% | −1,650−24.0% | Reduced |
| Cascade Financial Partners, LLC | 5,310 | $312.2K | 0.04% | +5,310 | New |
| Wedbush Securities Inc | 5,211 | $311.0K | 0.01% | −782−13.0% | Reduced |
| Lake Street Advisors Group, LLC | 5,184 | $309.9K | 0.01% | +117+2.3% | Added |
| Wells Trecaso Financial Group, LLC | 5,172 | $309.1K | 0.11% | +225+4.5% | Added |
| Belpointe Asset Management LLC | 5,140 | $307.2K | 0.02% | −720−12.3% | Reduced |
| Oxler Private Wealth LLC | 5,106 | $305.2K | 0.12% | −24−0.5% | Reduced |