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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,083 | $124.5K | 0.01% | −696−25.0% | Reduced |
| Centaurus Financial, Inc. | 2,051 | $123.0K | 0.01% | +2,051 | New |
| Bartlett & Co. Wealth Management LLC | 1,953 | $116.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,923 | $115.0K | 0.01% | +112+6.2% | Added |
| Tucker Asset Management LLC | 1,865 | $111.5K | 0.03% | +1,003+116.4% | Added |
| Center for Financial Planning, Inc. | 1,803 | $107.8K | 0.02% | −230−11.3% | Reduced |
| Private Trust Co NA | 1,777 | $106.2K | 0.01% | −330−15.7% | Reduced |
| GAMMA Investing LLC | 1,738 | $103.9K | 0.02% | +357+25.9% | Added |
| Capital Analysts, LLC | 1,721 | $103.0K | 0.00% | −23−1.3% | Reduced |
| Smithfield Trust Co | 1,673 | $100.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,666 | $99.6K | 0.02% | +1,666 | New |
| CVA Family Office, LLC | 1,615 | $96.5K | 0.02% | +915+130.7% | Added |
| TD Private Client Wealth LLC | 1,598 | $95.5K | 0.00% | −96−5.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,578 | $94.3K | 0.01% | +261+19.8% | Added |
| Massmutual Trust Co FSB | 1,534 | $91.7K | 0.00% | +760+98.2% | Added |
| Parkside Financial Bank & Trust | 1,526 | $91.2K | 0.01% | +20+1.3% | Added |
| Quent Capital, LLC | 1,388 | $83.0K | 0.01% | +27+2.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,369 | $81.0K | 0.00% | +97+7.6% | Added |
| TSFG, LLC | 1,330 | $79.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,297 | $78.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,305 | $78.0K | 0.02% | +1,305 | New |
| Capital Advisors, Ltd. LLC | 1,267 | $76.0K | 0.01% | +400+46.1% | Added |
| Rothschild Investment LLC | 1,214 | $72.6K | 0.01% | +30+2.5% | Added |
| Bullock Wealth Management Group | 1,223 | $72.0K | 0.05% | +1,223 | New |
| Brown Brothers Harriman & Co | 1,202 | $71.8K | 0.00% | +787+189.6% | Added |
| Washington Trust Advisors, Inc. | 1,193 | $71.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,166 | $69.7K | 0.02% | +95+8.9% | Added |
| Granite FO LLC | 1,000 | $67.0K | 0.04% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,105 | $66.0K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,080 | $64.6K | 0.06% | −26−2.4% | Reduced |
| Quarry LP | 1,055 | $63.1K | 0.03% | +718+213.1% | Added |
| Emfo, LLC | 1,049 | $62.7K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,031 | $61.6K | 0.00% | −296−22.3% | Reduced |
| Tortoise Investment Management, LLC | 1,029 | $61.5K | 0.01% | +344+50.2% | Added |
| First Horizon Advisors, Inc. | 1,013 | $60.6K | 0.00% | +386+61.6% | Added |
| Webster Bank, N. A. | 1,008 | $60.2K | 0.01% | −760−43.0% | Reduced |
| Alta Advisers Ltd | 1,000 | $59.8K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 986 | $58.9K | 0.06% | −2,758−73.7% | Reduced |
| Fernwood Investment Management, LLC | 967 | $57.8K | 0.02% | +967 | New |
| Jones Financial Companies LLLP | 937 | $56.0K | 0.00% | +42+4.7% | Added |
| EverSource Wealth Advisors, LLC | 897 | $54.4K | 0.00% | −540−37.6% | Reduced |
| CoreFirst Bank & Trust | 907 | $54.2K | 0.03% | 00.0% | Unchanged |
| Bollard Group LLC | 901 | $54.0K | 0.00% | +901 | New |
| Bank of New Hampshire | 884 | $52.8K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $52.3K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $50.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $50.8K | 0.00% | +850 | New |
| Gould Capital, LLC | 800 | $47.8K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $47.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 768 | $45.9K | 0.01% | +99+14.8% | Added |
| Perkins Coie Trust Co | 734 | $43.9K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $43.7K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 729 | $43.6K | 0.00% | −106−12.7% | Reduced |
| JJJ Advisors Inc. | 722 | $43.2K | 0.01% | −426−37.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 719 | $43.0K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $42.6K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $42.3K | 0.08% | 00.0% | Unchanged |
| PSI Advisors, LLC | 708 | $42.3K | 0.02% | −781−52.5% | Reduced |
| Ronald Blue Trust, Inc. | 708 | $42.3K | 0.00% | −50−6.6% | Reduced |
| Hexagon Capital Partners LLC | 704 | $42.1K | 0.01% | +108+18.1% | Added |
| Salomon & Ludwin, LLC | 686 | $41.0K | 0.00% | +670+4,187.5% | Added |
| Acadian Asset Management LLC | 696 | $41.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 680 | $40.6K | 0.00% | +31+4.8% | Added |
| Addison Advisors LLC | 675 | $40.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 664 | $39.7K | 0.02% | +149+28.9% | Added |
| Broadwater Capital Management LLC | 620 | $37.1K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 606 | $36.2K | 0.00% | +276+83.6% | Added |
| Bangor Savings Bank | 604 | $36.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 594 | $35.5K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $34.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 576 | $34.4K | 0.01% | +375+186.6% | Added |
| Salem Investment Counselors Inc | 545 | $32.6K | 0.00% | +181+49.7% | Added |
| Versant Capital Management, Inc | 522 | $31.2K | 0.01% | +201+62.6% | Added |
| Sawyer & Company, Inc | 500 | $29.9K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $29.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $29.0K | 0.01% | −28−5.3% | Reduced |
| Kelly Financial Services LLC | 480 | $28.7K | 0.01% | +100+26.3% | Added |
| West Branch Capital LLC | 478 | $28.6K | 0.01% | −1,269−72.6% | Reduced |
| Rise Advisors, LLC | 459 | $27.4K | 0.01% | +459 | New |
| Piscataqua Savings Bank | 450 | $26.9K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 447 | $26.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 416 | $24.9K | 0.00% | −22−5.0% | Reduced |
| Harbour Investments, Inc. | 413 | $24.7K | 0.00% | +2+0.5% | Added |
| Benjamin Edwards Inc | 408 | $24.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 401 | $24.0K | 0.00% | +170+73.6% | Added |
| Barrett & Company, Inc. | 400 | $23.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 343 | $20.2K | 0.00% | +329+2,350.0% | Added |
| Colonial Trust Advisors | 335 | $20.0K | 0.00% | −5−1.5% | Reduced |
| Valley National Advisers Inc | 349 | $20.0K | 0.00% | +10+2.9% | Added |
| Hanson & Doremus Investment Management | 328 | $20.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $19.7K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 322 | $19.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 301 | $18.0K | 0.00% | +207+220.2% | Added |
| Delta Asset Management LLC | 300 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 293 | $17.5K | 0.00% | −177−37.7% | Reduced |
| Gen-Wealth Partners Inc | 287 | $17.2K | 0.01% | +287 | New |
| Gleason Group, Inc. | 271 | $16.2K | 0.00% | 00.0% | Unchanged |