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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Perspectives, Inc | 210 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 213 | $12.1K | 0.01% | +31+17.0% | Added |
| Larson Financial Group LLC | 216 | $12.3K | 0.00% | +192+800.0% | Added |
| Godsey & Gibb Associates | 219 | $12.4K | 0.00% | +219 | New |
| Washington Trust Co | 225 | $12.8K | 0.00% | −29−11.4% | Reduced |
| First Personal Financial Services | 225 | $12.8K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 227 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 237 | $13.0K | 0.00% | +26+12.3% | Added |
| Covestor Ltd | 254 | $14.0K | 0.01% | −19−7.0% | Reduced |
| Criterion Capital Advisors, LLC | 248 | $14.1K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 250 | $14.2K | 0.00% | +14+5.9% | Added |
| Laffer Tengler Investments | 252 | $14.3K | 0.00% | +252 | New |
| Versant Capital Management, Inc | 255 | $14.5K | 0.00% | −267−51.1% | Reduced |
| First Command Advisory Services, Inc. | 262 | $14.9K | 0.00% | −26−9.0% | Reduced |
| Hall Laurie J Trustee | 270 | $15.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 265 | $15.0K | 0.00% | +19+7.7% | Added |
| Bruce G. Allen Investments, LLC | 268 | $15.2K | 0.01% | +2+0.8% | Added |
| CoreCap Advisors, LLC | 282 | $16.0K | 0.00% | +139+97.2% | Added |
| Gen-Wealth Partners Inc | 287 | $16.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 293 | $16.6K | 0.00% | −42−12.5% | Reduced |
| Bogart Wealth, LLC | 293 | $16.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $17.0K | 0.01% | +300 | New |
| Natixis | 303 | $17.2K | 0.00% | +303 | New |
| Umb Bank N A | 315 | $17.9K | 0.00% | −86−21.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $18.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 330 | $18.7K | 0.00% | −83−20.1% | Reduced |
| Paladin Advisory Group, LLC | 334 | $18.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 340 | $19.3K | 0.00% | +69+25.5% | Added |
| Zions Bancorporation, N.A. | 350 | $19.8K | 0.00% | −66−15.9% | Reduced |
| Valley National Advisers Inc | 359 | $20.0K | 0.00% | +10+2.9% | Added |
| Family Firm, Inc. | 399 | $22.6K | 0.01% | +399 | New |
| Benjamin Edwards Inc | 408 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 448 | $25.4K | 0.02% | +448 | New |
| Piscataqua Savings Bank | 450 | $25.5K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 470 | $26.7K | 0.01% | +11+2.4% | Added |
| West Branch Capital LLC | 478 | $27.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 489 | $27.8K | 0.01% | +9+1.9% | Added |
| Sawyer & Company, Inc | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $28.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 500 | $28.4K | 0.00% | +100+25.0% | Added |
| Salem Investment Counselors Inc | 545 | $30.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 561 | $31.8K | 0.01% | −15−2.6% | Reduced |
| Cromwell Holdings LLC | 575 | $32.6K | 0.02% | +575 | New |
| DT Investment Partners, LLC | 577 | $32.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 588 | $33.3K | 0.00% | −18−3.0% | Reduced |
| Bangor Savings Bank | 604 | $34.3K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 620 | $35.2K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 633 | $35.9K | 0.00% | −47−6.9% | Reduced |
| Clearstead Advisors, LLC | 636 | $36.1K | 0.00% | +624+5,200.0% | Added |
| JJJ Advisors Inc. | 647 | $36.7K | 0.01% | −75−10.4% | Reduced |
| Smartleaf Asset Management LLC | 678 | $38.8K | 0.01% | +335+97.7% | Added |
| Deseret Mutual Benefit Administrators | 688 | $39.0K | 0.02% | +24+3.6% | Added |
| Chesapeake Asset Management LLC | 700 | $39.7K | 0.04% | −286−29.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $40.2K | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $40.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 719 | $40.8K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 721 | $40.9K | 0.02% | +651+930.0% | Added |
| Oakworth Capital, Inc. | 729 | $41.3K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $41.6K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $43.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 782 | $44.3K | 0.00% | +14+1.8% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $44.6K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $45.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $48.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $48.2K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 860 | $48.8K | 0.02% | +185+27.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $49.6K | 0.02% | 00.0% | Unchanged |
| SWS Partners | 879 | $49.9K | 0.01% | +879 | New |
| Bank of New Hampshire | 884 | $50.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 950 | $53.9K | 0.00% | −81−7.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 971 | $55.1K | 0.00% | −1,200−55.3% | Reduced |
| GoalVest Advisory LLC | 981 | $55.6K | 0.02% | −185−15.9% | Reduced |
| First Horizon Advisors, Inc. | 988 | $56.1K | 0.00% | −25−2.5% | Reduced |
| Tortoise Investment Management, LLC | 990 | $56.1K | 0.01% | −39−3.8% | Reduced |
| Alta Advisers Ltd | 1,000 | $56.7K | 0.03% | 00.0% | Unchanged |
| Motco | 1,000 | $56.7K | 0.00% | +1,000 | New |
| Webster Bank, N. A. | 1,008 | $57.2K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $59.5K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 998 | $59.6K | 0.00% | +290+41.0% | Added |
| First Community Trust NA | 1,080 | $61.2K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,106 | $62.7K | 0.02% | +1,106 | New |
| Hexagon Capital Partners LLC | 1,110 | $62.9K | 0.01% | +406+57.7% | Added |
| EverSource Wealth Advisors, LLC | 979 | $63.6K | 0.00% | +82+9.1% | Added |
| Massmutual Trust Co FSB | 1,147 | $65.0K | 0.00% | −387−25.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,179 | $66.9K | 0.01% | −14−1.2% | Reduced |
| Bullock Wealth Management Group | 1,190 | $67.3K | 0.04% | −33−2.7% | Reduced |
| LGT Financial Advisors LLC | 1,198 | $67.9K | 0.14% | −1,749−59.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,229 | $70.0K | 0.01% | −38−3.0% | Reduced |
| Ransom Advisory, Ltd | 1,253 | $71.1K | 0.04% | +1,003+401.2% | Added |
| Rothschild Investment LLC | 1,299 | $73.7K | 0.01% | +85+7.0% | Added |
| AlphaMark Advisors, LLC | 1,297 | $74.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $74.4K | 0.01% | −266−16.9% | Reduced |
| TSFG, LLC | 1,330 | $75.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,418 | $80.4K | 0.01% | +30+2.2% | Added |
| ORG Partners LLC | 1,473 | $83.3K | 0.01% | +1,473 | New |
| PSI Advisors, LLC | 1,489 | $84.4K | 0.03% | +781+110.3% | Added |
| First Foundation Advisors | 1,516 | $86.0K | 0.00% | +1,516 | New |