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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 5,057 | $302.3K | 0.10% | 00.0% | Unchanged |
| Clarius Group, LLC | 5,003 | $299.0K | 0.02% | +5,003 | New |
| Alpha Cubed Investments, LLC | 4,943 | $295.4K | 0.02% | +4+0.1% | Added |
| Spinnaker Trust | 4,931 | $294.7K | 0.02% | +16+0.3% | Added |
| Cambridge Trust Co | 4,915 | $293.8K | 0.01% | −10.0% | Reduced |
| Horizon Investments, LLC | 4,956 | $292.8K | 0.01% | +44+0.9% | Added |
| HighPoint Advisor Group LLC | 4,756 | $291.0K | 0.02% | −153−3.1% | Reduced |
| Beaumont Financial Advisors, LLC | 4,866 | $290.8K | 0.02% | −170−3.4% | Reduced |
| Destination Wealth Management | 4,858 | $290.4K | 0.01% | −736−13.2% | Reduced |
| S. R. Schill & Associates | 4,815 | $287.8K | 0.13% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,657 | $278.3K | 0.00% | +724+18.4% | Added |
| Sciencast Management LP | 4,618 | $276.0K | 0.17% | +4,618 | New |
| South Dakota Investment Council | 4,600 | $275.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 4,590 | $274.3K | 0.02% | +819+21.7% | Added |
| Shore Point Advisors, LLC | 4,542 | $271.5K | 0.15% | 00.0% | Unchanged |
| Thomasville National Bank | 4,536 | $271.1K | 0.02% | −469−9.4% | Reduced |
| Trueblood Wealth Management, LLC | 4,487 | $268.2K | 0.15% | −429−8.7% | Reduced |
| Trust Co of Vermont | 4,478 | $267.6K | 0.01% | −4−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,477 | $267.6K | 0.01% | −589−11.6% | Reduced |
| Sound Income Strategies, LLC | 4,435 | $265.1K | 0.02% | +1,046+30.9% | Added |
| Stablepoint Partners, LLC | 4,419 | $264.1K | 0.05% | +4,419 | New |
| Grace & White Inc | 4,418 | $264.1K | 0.05% | +218+5.2% | Added |
| SpiderRock Advisors, LLC | 4,477 | $264.0K | 0.01% | +4,477 | New |
| Ballentine Partners, LLC | 4,414 | $263.8K | 0.01% | −11−0.2% | Reduced |
| Prospera Financial Services Inc | 4,400 | $263.3K | 0.01% | −20,184−82.1% | Reduced |
| Checchi Capital Advisers, LLC | 4,396 | $262.7K | 0.02% | −583−11.7% | Reduced |
| RFG Advisory, LLC | 4,382 | $261.9K | 0.01% | +493+12.7% | Added |
| Sterling Investment Counsel, LLC | 4,367 | $261.0K | 0.12% | +240+5.8% | Added |
| Cullinan Associates Inc | 4,357 | $260.4K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 4,354 | $260.2K | 0.01% | −3,296−43.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,306 | $257.4K | 0.01% | +2,736+174.3% | Added |
| Prio Wealth Limited Partnership | 4,262 | $254.7K | 0.01% | −651−13.3% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $254.1K | 0.04% | +4,252 | New |
| Clifford Swan Investment Counsel LLC | 4,250 | $254.0K | 0.01% | −131−3.0% | Reduced |
| Goldstone Financial Group, LLC | 4,244 | $253.6K | 0.06% | +488+13.0% | Added |
| Ingalls & Snyder LLC | 4,221 | $252.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,200 | $251.0K | 0.00% | −141,400−97.1% | Reduced |
| Davenport & Co LLC | 4,192 | $250.5K | 0.00% | −1,094−20.7% | Reduced |
| MONECO Advisors, LLC | 4,172 | $249.4K | 0.04% | +4,172 | New |
| Waddell & Associates, LLC | 4,150 | $248.0K | 0.03% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 4,132 | $247.0K | 0.01% | +4,132 | New |
| IHT Wealth Management, LLC | 4,105 | $245.3K | 0.01% | −727−15.0% | Reduced |
| Snowden Capital Advisors LLC | 4,097 | $244.9K | 0.01% | −984−19.4% | Reduced |
| Gotham Asset Management, LLC | 4,088 | $244.3K | 0.00% | −3,891−48.8% | Reduced |
| Oxford Asset Management LLP | 4,065 | $243.0K | 0.26% | +4,065 | New |
| Huntington National Bank | 4,003 | $239.3K | 0.00% | −590−12.8% | Reduced |
| Crestwood Advisors Group LLC | 3,936 | $235.3K | 0.01% | +563+16.7% | Added |
| Melfa Wealth Management, LLC | 3,924 | $234.5K | 0.17% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,919 | $234.2K | 0.08% | −263−6.3% | Reduced |
| Fortis Group Advisors, LLC | 3,891 | $232.6K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,867 | $231.0K | 0.00% | +1,190+44.5% | Added |
| Seven Eight Capital, LP | 3,834 | $229.2K | 0.02% | −5,352−58.3% | Reduced |
| Continuum Advisory, LLC | 3,705 | $228.8K | 0.03% | −428−10.4% | Reduced |
| Bessemer Group Inc | 3,815 | $227.0K | 0.00% | −24,152−86.4% | Reduced |
| Parallel Advisors, LLC | 3,765 | $225.1K | 0.01% | +563+17.6% | Added |
| Redhawk Wealth Advisors, Inc. | 3,757 | $224.6K | 0.04% | +346+10.1% | Added |
| Perigon Wealth Management, LLC | 3,751 | $224.2K | 0.01% | −394−9.5% | Reduced |
| Axxcess Wealth Management, LLC | 3,746 | $223.9K | 0.01% | −716−16.0% | Reduced |
| Hamilton Capital, LLC | 3,744 | $223.8K | 0.02% | −13−0.3% | Reduced |
| Kraematon Investment Advisors, Inc | 3,743 | $223.7K | 0.23% | −1,353−26.6% | Reduced |
| KC Investment Advisors, LLC | 3,737 | $223.4K | 0.12% | −499−11.8% | Reduced |
| Accurate Wealth Management, LLC | 3,732 | $222.8K | 0.07% | −100−2.6% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $222.1K | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 3,785 | $220.1K | 0.01% | −590−13.5% | Reduced |
| Boston Private Wealth LLC | 3,666 | $219.1K | 0.00% | −555−13.1% | Reduced |
| Cigna Investments Inc | 3,658 | $219.0K | 0.04% | −74−2.0% | Reduced |
| Cedrus LLC | 3,649 | $218.1K | 0.12% | −747−17.0% | Reduced |
| Boston Financial Mangement LLC | 3,616 | $216.2K | 0.01% | +3,616 | New |
| Hantz Financial Services, Inc. | 3,598 | $215.0K | 0.00% | −16−0.4% | Reduced |
| Strait & Sound Wealth Management LLC | 3,594 | $212.6K | 0.12% | +3,594 | New |
| Wealth Alliance | 3,548 | $212.1K | 0.03% | −1,517−30.0% | Reduced |
| Aaron Wealth Advisors | 3,533 | $211.2K | 0.03% | +3,533 | New |
| Cadence Wealth Management LLC | 3,521 | $210.5K | 0.22% | 00.0% | Unchanged |
| Central Trust Co | 3,518 | $210.3K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,516 | $210.2K | 0.01% | +3,516 | New |
| Graypoint LLC | 3,510 | $209.8K | 0.02% | +104+3.1% | Added |
| AJOVista, LLC | 3,504 | $209.4K | 0.57% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $206.3K | 0.08% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $206.3K | 0.18% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 3,393 | $206.1K | 0.00% | −3,282−49.2% | Reduced |
| Catalyst Financial Partners LLC | 3,519 | $205.9K | 0.05% | +3,519 | New |
| Cozad Asset Management Inc | 3,431 | $205.1K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 3,400 | $203.2K | 0.05% | −12,100−78.1% | Reduced |
| FC Advisory LLC | 3,389 | $202.5K | 0.07% | +35+1.0% | Added |
| Sandy Spring Bank | 3,241 | $193.7K | 0.01% | +10+0.3% | Added |
| FNY Investment Advisers, LLC | 3,000 | $179.0K | 0.12% | +3,000 | New |
| LGT Financial Advisors LLC | 2,947 | $176.1K | 0.20% | −128−4.2% | Reduced |
| Virtus ETF Advisers LLC | 2,944 | $176.0K | 0.09% | −222−7.0% | Reduced |
| South State Corp. | 2,856 | $170.7K | 0.01% | −578−16.8% | Reduced |
| Mather Group, LLC. | 2,690 | $166.1K | 0.00% | +2,690 | New |
| Global Retirement Partners, LLC | 2,684 | $160.4K | 0.01% | −108−3.9% | Reduced |
| Farther Finance Advisors, LLC | 2,704 | $159.2K | 0.01% | −238−8.1% | Reduced |
| Albion Financial Group | 2,644 | $158.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,597 | $155.0K | 0.01% | −147−5.4% | Reduced |
| Stephenson National Bank & Trust | 2,546 | $152.2K | 0.05% | −2,308−47.5% | Reduced |
| Richardson Financial Services Inc. | 2,536 | $151.6K | 0.11% | +131+5.4% | Added |
| Montag A & Associates Inc | 2,200 | $131.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,172 | $129.8K | 0.00% | +600+38.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,171 | $129.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,086 | $124.7K | 0.01% | −188−8.3% | Reduced |