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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1,583 | $89.7K | 0.00% | −2,723−63.2% | Reduced |
| Ci Investments Inc. | 1,594 | $90.0K | 0.00% | −2,273−58.8% | Reduced |
| TD Private Client Wealth LLC | 1,593 | $90.3K | 0.00% | −5−0.3% | Reduced |
| HM Payson & Co | 1,621 | $91.9K | 0.00% | −551−25.4% | Reduced |
| Smithfield Trust Co | 1,673 | $95.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,686 | $95.6K | 0.03% | +1,686 | New |
| Capital Analysts, LLC | 1,721 | $98.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,746 | $99.0K | 0.00% | −207−10.6% | Reduced |
| Widmann Financial Services, Inc. | 1,770 | $100.4K | 0.08% | +1,770 | New |
| Center for Financial Planning, Inc. | 1,803 | $102.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,843 | $104.5K | 0.02% | +228+14.1% | Added |
| Tucker Asset Management LLC | 1,851 | $105.0K | 0.02% | −14−0.8% | Reduced |
| Y.D. More Investments Ltd | 1,871 | $106.1K | 0.01% | +1,871 | New |
| AdvisorNet Financial, Inc | 1,871 | $106.1K | 0.01% | −52−2.7% | Reduced |
| Parkside Financial Bank & Trust | 1,938 | $109.9K | 0.02% | +412+27.0% | Added |
| Centaurus Financial, Inc. | 2,051 | $116.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,170 | $123.1K | 0.01% | +2,170 | New |
| Montag A & Associates Inc | 2,200 | $124.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,233 | $126.6K | 0.01% | +456+25.7% | Added |
| IFP Advisors, Inc | 2,243 | $127.2K | 0.01% | +160+7.7% | Added |
| Lindbrook Capital, LLC | 2,257 | $128.0K | 0.01% | +171+8.2% | Added |
| Cultivar Capital, Inc. | 2,310 | $131.0K | 0.11% | +2,310 | New |
| Brown, Lisle/Cummings, Inc. | 2,316 | $131.3K | 0.04% | +1,722+289.9% | Added |
| Richardson Financial Services Inc. | 2,320 | $131.6K | 0.09% | −216−8.5% | Reduced |
| Jones Financial Companies LLLP | 2,407 | $136.5K | 0.00% | +1,470+156.9% | Added |
| South State Corp. | 2,441 | $138.4K | 0.01% | −415−14.5% | Reduced |
| NBC Securities, Inc. | 2,563 | $145.0K | 0.01% | −34−1.3% | Reduced |
| Stephenson National Bank & Trust | 2,566 | $145.5K | 0.05% | +20+0.8% | Added |
| Albion Financial Group | 2,644 | $149.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,877 | $162.7K | 0.01% | +173+6.4% | Added |
| Global Retirement Partners, LLC | 2,916 | $165.4K | 0.01% | +232+8.6% | Added |
| Virtus ETF Advisers LLC | 3,060 | $173.5K | 0.08% | +116+3.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,178 | $180.2K | 0.00% | −14,909−82.4% | Reduced |
| Quarry LP | 3,204 | $181.7K | 0.08% | +2,149+203.7% | Added |
| Sandy Spring Bank | 3,259 | $184.8K | 0.01% | +18+0.6% | Added |
| Mather Group, LLC. | 3,276 | $195.8K | 0.00% | +586+21.8% | Added |
| Central Trust Co | 3,518 | $199.5K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,548 | $201.0K | 0.01% | −17,874−83.4% | Reduced |
| Hantz Financial Services, Inc. | 3,554 | $202.0K | 0.00% | −44−1.2% | Reduced |
| LGT Group Foundation | 3,585 | $203.3K | 0.00% | +3,585 | New |
| Perigon Wealth Management, LLC | 3,590 | $203.6K | 0.01% | −161−4.3% | Reduced |
| Catalyst Financial Partners LLC | 3,625 | $205.6K | 0.05% | +106+3.0% | Added |
| Kraematon Investment Advisors, Inc | 3,649 | $206.9K | 0.21% | −94−2.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,649 | $206.9K | 0.02% | +3,649 | New |
| Cigna Investments Inc | 3,658 | $207.0K | 0.04% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 3,716 | $210.2K | 0.14% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,728 | $211.4K | 0.02% | −16−0.4% | Reduced |
| Continuum Advisory, LLC | 3,730 | $211.5K | 0.03% | +25+0.7% | Added |
| Graypoint LLC | 3,740 | $212.1K | 0.01% | +230+6.6% | Added |
| Old North State Wealth Management, LLC | 3,771 | $214.0K | 0.14% | +3,771 | New |
| Parallel Advisors, LLC | 3,799 | $215.4K | 0.01% | +34+0.9% | Added |
| Checchi Capital Advisers, LLC | 3,803 | $215.7K | 0.02% | −593−13.5% | Reduced |
| Prio Wealth Limited Partnership | 3,803 | $215.7K | 0.01% | −459−10.8% | Reduced |
| Cable Hill Partners, LLC | 3,839 | $217.7K | 0.02% | +3,839 | New |
| Alpha Cubed Investments, LLC | 3,850 | $218.3K | 0.01% | −1,093−22.1% | Reduced |
| Accurate Wealth Management, LLC | 3,719 | $220.4K | 0.05% | −13−0.3% | Reduced |
| Fortis Group Advisors, LLC | 3,891 | $220.7K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,898 | $221.1K | 0.01% | −580−13.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,910 | $221.7K | 0.09% | −457−10.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,919 | $222.2K | 0.08% | 00.0% | Unchanged |
| Pitcairn Co | 3,930 | $222.9K | 0.01% | +3,930 | New |
| Melfa Wealth Management, LLC | 3,941 | $223.5K | 0.16% | +17+0.4% | Added |
| RFG Advisory, LLC | 3,955 | $224.3K | 0.01% | −427−9.7% | Reduced |
| Strategy Asset Managers LLC | 3,217 | $228.2K | 0.05% | +3,217 | New |
| Vident Advisory, LLC | 4,028 | $228.4K | 0.01% | +4,028 | New |
| Vinva Investment Management Ltd | 4,035 | $230.8K | 0.01% | +4,035 | New |
| Snowden Capital Advisors LLC | 4,078 | $231.3K | 0.01% | −19−0.5% | Reduced |
| Cozad Asset Management Inc | 4,081 | $231.4K | 0.02% | +650+18.9% | Added |
| MQS Management LLC | 4,128 | $234.1K | 0.14% | +4,128 | New |
| Waddell & Associates, LLC | 4,130 | $234.2K | 0.03% | −20−0.5% | Reduced |
| Davenport & Co LLC | 4,167 | $236.3K | 0.00% | −25−0.6% | Reduced |
| Ballentine Partners, LLC | 4,176 | $236.8K | 0.00% | −238−5.4% | Reduced |
| Summit Trail Advisors, LLC | 4,206 | $238.5K | 0.01% | +690+19.6% | Added |
| Prospera Financial Services Inc | 4,222 | $239.5K | 0.01% | −178−4.0% | Reduced |
| MONECO Advisors, LLC | 4,240 | $240.4K | 0.04% | +68+1.6% | Added |
| Abel Hall, LLC | 4,249 | $241.0K | 0.17% | +4,249 | New |
| Clifford Swan Investment Counsel LLC | 4,250 | $241.0K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,252 | $241.1K | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,357 | $247.1K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,373 | $248.0K | 0.18% | −2,237−33.8% | Reduced |
| Kingsview Wealth Management, LLC | 4,375 | $248.1K | 0.01% | −102−2.3% | Reduced |
| Dynasty Wealth Management, LLC | 4,378 | $248.3K | 0.01% | +246+6.0% | Added |
| Intrua Financial, LLC | 4,398 | $249.4K | 0.04% | +4,398 | New |
| Thomasville National Bank | 4,406 | $249.9K | 0.02% | −130−2.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,409 | $250.0K | 0.10% | +4,409 | New |
| Grace & White Inc | 4,418 | $250.5K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,435 | $251.5K | 0.01% | +330+8.0% | Added |
| Dorsey & Whitney Trust CO LLC | 4,474 | $253.7K | 0.02% | −1,514−25.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,491 | $254.7K | 0.14% | +4+0.1% | Added |
| Shore Point Advisors, LLC | 4,542 | $257.6K | 0.15% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 4,572 | $259.3K | 0.01% | −2,000−30.4% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,600 | $260.9K | 0.07% | +4,600 | New |
| Flputnam Investment Management Co | 4,606 | $261.2K | 0.00% | −4,424−49.0% | Reduced |
| Cascade Financial Partners, LLC | 4,610 | $261.4K | 0.03% | −700−13.2% | Reduced |
| SpiderRock Advisors, LLC | 4,614 | $261.7K | 0.01% | +137+3.1% | Added |
| SageView Advisory Group, LLC | 4,664 | $264.5K | 0.01% | −2,862−38.0% | Reduced |
| Destination Wealth Management | 4,679 | $265.4K | 0.01% | −179−3.7% | Reduced |
| J.W. Cole Advisors, Inc. | 4,706 | $266.9K | 0.01% | −1,182−20.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,729 | $268.2K | 0.00% | +72+1.5% | Added |
| Bessemer Group Inc | 4,766 | $270.0K | 0.00% | +951+24.9% | Added |