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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 817 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2024: $17.0B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2023.

Institutions holding ES in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hall Laurie J Trustee270$16.0K0.01%00.0%Unchanged
Covestor Ltd273$16.0K0.01%+3+1.1%Added
Bruce G. Allen Investments, LLC266$15.9K0.01%−49−15.6%Reduced
First Command Advisory Services, Inc.288$15.7K0.00%+26+9.9%Added
Washington Trust Co254$15.2K0.00%−123−32.6%Reduced
Ransom Advisory, Ltd250$14.9K0.01%+250New
Criterion Capital Advisors, LLC248$14.8K0.01%+10+4.2%Added
Anchor Investment Management, LLC246$14.7K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC241$14.4K0.00%+232+2,577.8%Added
Assetmark, Inc236$14.1K0.00%−142−37.6%Reduced
Atticus Wealth Management, LLC227$13.6K0.00%00.0%Unchanged
First Personal Financial Services225$13.4K0.00%00.0%Unchanged
Loomis Sayles & Co L P213$13.0K0.00%−293−57.9%Reduced
GW&K Investment Management, LLC211$13.0K0.00%+51+31.9%Added
Financial Perspectives, Inc210$12.6K0.00%00.0%Unchanged
Investors Research Corp199$11.9K0.00%00.0%Unchanged
North Star Investment Management Corp.191$11.4K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.186$11.1K0.00%−5−2.6%Reduced
Geneos Wealth Management Inc.185$11.1K0.00%−12−6.1%Reduced
City State Bank187$11.0K0.00%00.0%Unchanged
Aspire Private Capital, LLC182$10.9K0.00%−56−23.5%Reduced
Private Wealth Management Group, LLC182$10.9K0.00%+21+13.0%Added
Red Tortoise LLC181$10.8K0.01%+181New
LRI Investments, LLC180$10.8K0.00%+180New
SJS Investment Consulting Inc.175$10.5K0.00%+43+32.6%Added
MCF Advisors LLC174$10.4K0.00%+14+8.8%Added
Colonial Trust Co172$10.3K0.00%00.0%Unchanged
Bokf, NA173$10.2K0.00%+173New
Stone House Investment Management, LLC168$10.0K0.00%+168New
Pineridge Advisors LLC161$9.62K0.00%00.0%Unchanged
Concord Wealth Partners155$9.24K0.00%−143−48.0%Reduced
Venturi Wealth Management, LLC146$8.73K0.00%+11+8.1%Added
CoreCap Advisors, LLC143$8.52K0.00%+143New
SRS Capital Advisors, Inc.141$8.45K0.00%−6−4.1%Reduced
Bell Investment Advisors, Inc141$8.43K0.00%−26−15.6%Reduced
Rosenberg Matthew Hamilton141$8.30K0.00%00.0%Unchanged
Pingora Partners LLC135$8.07K0.01%+135New
Westside Investment Management, Inc.134$8.01K0.00%00.0%Unchanged
Kepos Capital LP128$8.00K0.00%+128New
Nemes Rush Group LLC131$7.83K0.00%00.0%Unchanged
Hartford Financial Management Inc.130$7.77K0.00%00.0%Unchanged
Robbins Farley LLC125$7.47K0.00%00.0%Unchanged
Compass Wealth Management LLC119$7.11K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC118$7.05K0.00%00.0%Unchanged
Operose Advisors LLC118$7.05K0.00%00.0%Unchanged
Keener Financial Planning LLC112$7.00K0.00%+112New
Harbor Investment Advisory, LLC115$6.87K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.109$6.56K0.00%00.0%Unchanged
Abound Wealth Management103$6.16K0.00%−6−5.5%Reduced
WealthCollab, LLC100$5.98K0.00%−44−30.6%Reduced
Newbridge Financial Services Group, Inc.100$5.98K0.00%+100New
TD Waterhouse Canada Inc.97$5.75K0.00%−2,789−96.6%Reduced
Castleview Partners, LLC85$5.08K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc83$5.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC79$4.72K0.00%−14−15.1%Reduced
FWL Investment Management, LLC78$4.66K0.00%+78New
Rocky Mountain Advisers, LLC75$4.48K0.00%00.0%Unchanged
Tompkins Financial Corp75$4.48K0.00%+75New
First Pacific Financial75$4.48K0.00%+75New
Raffa Wealth Management, LLC71$4.24K0.00%00.0%Unchanged
EntryPoint Capital, LLC70$4.18K0.00%−9−11.4%Reduced
Solstein Capital, LLC69$4.12K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.68$4.06K0.00%−125−64.8%Reduced
Annis Gardner Whiting Capital Advisors, LLC65$3.89K0.00%−245−79.0%Reduced
Impact Partnership Wealth, LLC59$3.53K0.00%−900−93.8%Reduced
Trifecta Capital Advisors, LLC56$3.35K0.00%00.0%Unchanged
Beacon Capital Management, LLC53$3.17K0.00%+53New
Northwest Investment Counselors, LLC49$2.93K0.00%+49New
Centennial Bank47$2.81K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC45$2.69K0.00%+45New
Sunbelt Securities, Inc.45$2.68K0.00%00.0%Unchanged
American Capital Advisory, LLC34$2.66K0.00%+34New
Atlantic Edge Private Wealth Management, LLC44$2.63K0.00%+44New
Winch Advisory Services, LLC41$2.45K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC38$2.29K0.00%+5+15.2%Added
Chilton Capital Management LLC36$2.15K0.00%00.0%Unchanged
Retirement Group, LLC36$2.15K0.00%00.0%Unchanged
Main Street Group, LTD36$2.11K0.00%+1+2.9%Added
Avion Wealth17$2.00K0.00%+8+88.9%Added
Ancora Advisors, LLC31$1.85K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc31$1.85K0.00%00.0%Unchanged
Global Financial Private Client, LLC31$1.82K0.00%+31New
Dunhill Financial, LLC29$1.72K0.00%+5+20.8%Added
TCTC Holdings, LLC27$1.61K0.00%00.0%Unchanged
TD Capital Management LLC25$1.49K0.00%−14−35.9%Reduced
Iron Horse Wealth Management, LLC25$1.49K0.00%00.0%Unchanged
USA Financial Portformulas Corp25$1.49K0.00%+25New
Larson Financial Group LLC24$1.43K0.00%−900−97.4%Reduced
Friedenthal Financial21$1.26K0.00%00.0%Unchanged
Wolff Wiese Magana LLC20$1.20K0.00%−10−33.3%Reduced
Prestige Wealth Management Group LLC20$1.20K0.00%+20New
Fortitude Family Office, LLC20$1.20K0.00%−53−72.6%Reduced
Crewe Advisors LLC19$1.14K0.00%+19New
DiNuzzo Private Wealth, Inc.17$1.02K0.00%−3−15.0%Reduced
Penserra Capital Management LLC27$1.00K0.00%−1,589−98.3%Reduced
Cornerstone Planning Group LLC16$9610.00%−10−38.5%Reduced
TFC Financial Management14$8370.00%+14New
Country Trust Bank13$7770.00%00.0%Unchanged
Clearstead Advisors, LLC12$7360.00%−144−92.3%Reduced
Global Assets Advisory, LLC42,158$7160.03%+42,158New