Skip to main content

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, Q2 2024

Institutional positions in Eversource Energy as of Jun 30, 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
818
+8 vs. Q1 2024
Shares held
289.3M
+4.98M (+1.8%) vs. Q1 2024
Total value
$16.4B
−$553.1M (−3.3%) vs. Q1 2024
New holders
91
278 more added
Sold out
83
311 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 818 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 heldQ2 2024: $16.4B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2024.

Institutions holding ES in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth17$00.00%00.0%Unchanged
Lazard Asset Management LLC16$00.00%00.0%Unchanged
Financial Management Professionals, Inc.8$00.00%+8New
Dogwood Wealth Management LLC0$20.00%0Unchanged
SOA Wealth Advisors, LLC.1$630.00%−7−87.5%Reduced
Valued Wealth Advisors LLC2$1140.00%00.0%Unchanged
NVWM, LLC5$2840.00%00.0%Unchanged
WestEnd Advisors, LLC5$2840.00%00.0%Unchanged
Scarborough Advisors, LLC5$2840.00%+5New
Ruedi Wealth Management, Inc.6$3400.00%+6New
True Wealth Design, LLC7$3970.00%00.0%Unchanged
Fairman Group, LLC7$3970.00%00.0%Unchanged
Creekmur Asset Management LLC7$3970.00%+7New
ClariVest Asset Management LLC7$4000.00%+7New
Planning Capital Management Corp8$4540.00%00.0%Unchanged
Creative Financial Designs Inc8$4540.00%00.0%Unchanged
Transcendent Capital Group LLC9$5100.00%+9New
Highline Wealth Partners LLC10$5670.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC11$6240.00%00.0%Unchanged
Country Trust Bank13$7370.00%00.0%Unchanged
Key Financial Inc13$7370.00%+13New
Salomon & Ludwin, LLC16$9070.00%−670−97.7%Reduced
Strengthening Families & Communities, LLC10$1.00K0.00%+10New
Main Street Group, LTD19$1.07K0.00%−17−47.2%Reduced
TFC Financial Management19$1.08K0.00%+5+35.7%Added
Wolff Wiese Magana LLC20$1.14K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.20$1.14K0.00%+3+17.6%Added
Friedenthal Financial21$1.19K0.00%00.0%Unchanged
Cornerstone Planning Group LLC21$1.37K0.00%+5+31.3%Added
TD Capital Management LLC25$1.42K0.00%00.0%Unchanged
USA Financial Portformulas Corp25$1.42K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC25$1.42K0.00%00.0%Unchanged
Eagle Bay Advisors LLC25$1.42K0.00%+23+1,150.0%Added
TCTC Holdings, LLC27$1.53K0.00%00.0%Unchanged
Ancora Advisors, LLC31$1.76K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc31$1.76K0.00%00.0%Unchanged
Triad Wealth Partners, LLC33$1.87K0.00%+33New
Ridgewood Investments LLC34$1.93K0.00%+34New
Penserra Capital Management LLC30$2.00K0.00%+3+11.1%Added
Dunhill Financial, LLC36$2.05K0.00%+7+24.1%Added
Carolinas Wealth Consulting LLC38$2.15K0.00%00.0%Unchanged
Hallmark Capital Management Inc40$2.27K0.00%+40New
Pacifica Partners Inc.40$2.29K0.00%+40New
Winch Advisory Services, LLC41$2.35K0.00%00.0%Unchanged
Sunbelt Securities, Inc.45$2.57K0.00%00.0%Unchanged
Centennial Bank47$2.67K0.00%00.0%Unchanged
Baldwin Brothers Inc50$2.84K0.00%+50New
Keener Financial Planning LLC62$3.00K0.00%−50−44.6%Reduced
Beacon Capital Management, LLC54$3.04K0.00%+1+1.9%Added
Trifecta Capital Advisors, LLC56$3.18K0.00%00.0%Unchanged
McIlrath & Eck, LLC58$3.29K0.00%−243−80.7%Reduced
ZRC Wealth Management, LLC64$3.63K0.00%+64New
Solstein Capital, LLC69$3.91K0.00%00.0%Unchanged
Fairway Wealth LLC70$3.97K0.00%+70New
Raffa Wealth Management, LLC71$4.03K0.00%00.0%Unchanged
Tompkins Financial Corp75$4.25K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC75$4.25K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC75$4.25K0.00%−4−5.1%Reduced
Rosenberg Matthew Hamilton77$4.36K0.00%−64−45.4%Reduced
FWL Investment Management, LLC78$4.42K0.00%00.0%Unchanged
Fortitude Family Office, LLC79$4.48K0.00%+59+295.0%Added
City Holding Co81$4.59K0.00%−366−81.9%Reduced
Unique Wealth Strategies, LLC83$4.96K0.00%+83New
Pin Oak Investment Advisors Inc83$5.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC90$5.10K0.00%+25+38.5%Added
Kimelman & Baird, LLC98$5.56K0.00%+98New
Newbridge Financial Services Group, Inc.100$5.67K0.00%00.0%Unchanged
WealthCollab, LLC100$5.67K0.00%00.0%Unchanged
Abound Wealth Management103$5.84K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.105$5.96K0.00%+37+54.4%Added
Pension & Wealth Management Advisors, Inc.112$6.38K0.00%+3+2.8%Added
SWAN Capital LLC117$6.63K0.00%+117New
Mark Sheptoff Financial Planning, LLC118$6.69K0.00%00.0%Unchanged
Operose Advisors LLC118$6.69K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC118$6.69K0.00%+3+2.6%Added
Compass Wealth Management LLC119$6.75K0.00%00.0%Unchanged
Robbins Farley LLC125$7.09K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC127$7.20K0.00%−114−47.3%Reduced
Hartford Financial Management Inc.130$7.37K0.00%00.0%Unchanged
Concord Wealth Partners131$7.41K0.00%−24−15.5%Reduced
Nemes Rush Group LLC131$7.43K0.00%00.0%Unchanged
Aspire Private Capital, LLC134$7.58K0.00%−48−26.4%Reduced
Westside Investment Management, Inc.134$7.60K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC135$7.66K0.01%+135New
Venturi Wealth Management, LLC144$8.17K0.00%−2−1.4%Reduced
Bell Investment Advisors, Inc148$8.39K0.00%+7+5.0%Added
Pineridge Advisors LLC161$9.13K0.00%00.0%Unchanged
Colonial Trust Co166$9.41K0.00%−6−3.5%Reduced
MCF Advisors LLC174$9.87K0.00%00.0%Unchanged
SJS Investment Consulting Inc.175$9.93K0.00%00.0%Unchanged
Geneos Wealth Management Inc.177$10.0K0.00%−8−4.3%Reduced
LRI Investments, LLC180$10.2K0.00%00.0%Unchanged
Red Tortoise LLC181$10.3K0.01%00.0%Unchanged
City State Bank187$10.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.189$10.7K0.00%+48+34.0%Added
North Star Investment Management Corp.191$10.8K0.00%00.0%Unchanged
Castleview Partners, LLC196$11.1K0.01%+111+130.6%Added
Investors Research Corp199$11.3K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC199$11.3K0.00%+199New
Pingora Partners LLC205$11.6K0.01%+70+51.9%Added