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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 4,765 | $270.2K | 0.02% | −238−4.8% | Reduced |
| Charter Trust Co | 4,780 | $271.1K | 0.02% | +190+4.1% | Added |
| S. R. Schill & Associates | 4,815 | $273.1K | 0.12% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,837 | $274.3K | 0.03% | +3,532+270.7% | Added |
| Spinnaker Trust | 4,915 | $278.7K | 0.02% | −16−0.3% | Reduced |
| Stablepoint Partners, LLC | 4,324 | $280.8K | 0.05% | −95−2.1% | Reduced |
| Aptus Capital Advisors, LLC | 4,978 | $282.3K | 0.01% | −339−6.4% | Reduced |
| Beaumont Financial Advisors, LLC | 4,983 | $282.6K | 0.02% | +117+2.4% | Added |
| Wells Trecaso Financial Group, LLC | 5,022 | $284.8K | 0.10% | −150−2.9% | Reduced |
| Horizon Investments, LLC | 5,053 | $286.6K | 0.01% | +97+2.0% | Added |
| Empire Financial Management Company, LLC | 5,057 | $286.8K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,106 | $289.6K | 0.02% | −333−6.1% | Reduced |
| Magnetar Financial LLC | 5,136 | $291.3K | 0.01% | +5,136 | New |
| Belpointe Asset Management LLC | 5,143 | $291.7K | 0.02% | +3+0.1% | Added |
| Oxler Private Wealth LLC | 5,170 | $293.2K | 0.11% | +64+1.3% | Added |
| Simplicity Wealth,LLC | 5,197 | $294.7K | 0.01% | −557−9.7% | Reduced |
| Bleakley Financial Group, LLC | 5,201 | $294.9K | 0.01% | −674−11.5% | Reduced |
| Glenview Trust Co | 5,247 | $297.6K | 0.01% | −58−1.1% | Reduced |
| Raymond James Trust N.A. | 5,249 | $297.7K | 0.01% | −83−1.6% | Reduced |
| Wedbush Securities Inc | 5,254 | $298.0K | 0.01% | +43+0.8% | Added |
| Consilium Wealth Advisory, LLC | 5,272 | $299.0K | 0.16% | +5,272 | New |
| Empowered Funds, LLC | 5,324 | $301.9K | 0.01% | −16,994−76.1% | Reduced |
| LVW Advisors, LLC | 5,398 | $306.1K | 0.05% | −2,654−33.0% | Reduced |
| Lake Street Advisors Group, LLC | 5,401 | $306.3K | 0.01% | +217+4.2% | Added |
| Barry Investment Advisors, LLC | 5,409 | $306.8K | 0.10% | +20.0% | Added |
| Merit Financial Group, LLC | 5,426 | $307.7K | 0.01% | −342−5.9% | Reduced |
| HighPoint Advisor Group LLC | 4,663 | $308.0K | 0.02% | −93−2.0% | Reduced |
| American State Bank (Iowa) | 5,436 | $308.3K | 0.20% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $308.5K | 0.18% | 00.0% | Unchanged |
| Spire Wealth Management | 5,442 | $308.6K | 0.01% | −462−7.8% | Reduced |
| Independent Advisor Alliance | 5,446 | $308.9K | 0.01% | +216+4.1% | Added |
| National Asset Management, Inc. | 5,496 | $311.7K | 0.01% | +1,711+45.2% | Added |
| Kesler, Norman & Wride, LLC | 5,532 | $313.7K | 0.07% | −876−13.7% | Reduced |
| Bensler, LLC | 5,568 | $315.8K | 0.04% | +5,568 | New |
| Eastern Bank | 5,584 | $316.7K | 0.01% | −116−2.0% | Reduced |
| RSM US Wealth Management LLC | 5,612 | $317.5K | 0.01% | +5,612 | New |
| Jmac Enterprises LLC | 5,600 | $317.6K | 0.06% | −700−11.1% | Reduced |
| Blue Fin Capital, Inc. | 5,681 | $322.2K | 0.06% | −650−10.3% | Reduced |
| Midwest Professional Planners, LTD. | 5,719 | $324.3K | 0.11% | −13−0.2% | Reduced |
| Huntington National Bank | 5,719 | $324.3K | 0.00% | +1,716+42.9% | Added |
| Quadcap Wealth Management, LLC | 5,762 | $326.8K | 0.06% | +82+1.4% | Added |
| HBK Sorce Advisory LLC | 5,819 | $330.0K | 0.01% | +410+7.6% | Added |
| Prossimo Advisors, LLC | 5,819 | $330.0K | 0.30% | +299+5.4% | Added |
| GAMMA Investing LLC | 5,869 | $332.8K | 0.05% | +4,131+237.7% | Added |
| Petrus Trust Company, LTA | 5,875 | $333.2K | 0.03% | +5,875 | New |
| KCM Investment Advisors LLC | 5,923 | $335.9K | 0.01% | −34−0.6% | Reduced |
| Welch Group, LLC | 5,936 | $336.6K | 0.02% | +5,936 | New |
| Brown Brothers Harriman & Co | 5,981 | $339.2K | 0.00% | +4,779+397.6% | Added |
| Bollard Group LLC | 6,015 | $341.0K | 0.01% | +5,114+567.6% | Added |
| Pearl River Capital, LLC | 6,044 | $342.8K | 0.05% | +6,044 | New |
| Connecticut Wealth Management, LLC | 6,135 | $347.9K | 0.02% | −379−5.8% | Reduced |
| Savior LLC | 6,150 | $348.8K | 1.81% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,233 | $353.5K | 0.01% | −1,738−21.8% | Reduced |
| Wolverine Trading, LLC | 6,254 | $354.7K | 0.01% | +580+10.2% | Added |
| Capstone Investment Advisors, LLC | 6,270 | $355.6K | 0.01% | −395−5.9% | Reduced |
| Bard Financial Services, Inc. | 6,296 | $357.1K | 0.04% | −500−7.4% | Reduced |
| Wealthspire Advisors, LLC | 6,392 | $362.5K | 0.00% | +780+13.9% | Added |
| Modera Wealth Management, LLC | 6,433 | $364.8K | 0.01% | −12−0.2% | Reduced |
| Schnieders Capital Management LLC | 6,562 | $372.1K | 0.08% | +6,562 | New |
| Simplex Trading, LLC | 6,596 | $374.0K | 0.01% | +965+17.1% | Added |
| Evergreen Capital Management LLC | 6,656 | $377.5K | 0.01% | −376−5.3% | Reduced |
| Advisors Capital Management, LLC | 6,709 | $380.0K | 0.01% | −112−1.6% | Reduced |
| Meeder Advisory Services, Inc. | 6,728 | $381.5K | 0.03% | +756+12.7% | Added |
| Prosperity Wealth Management, Inc. | 6,763 | $383.5K | 0.19% | +92+1.4% | Added |
| SC&H Financial Advisors, Inc. | 6,769 | $383.8K | 0.09% | −2,054−23.3% | Reduced |
| Teacher Retirement System of Texas | 6,796 | $385.0K | 0.00% | −2,085−23.5% | Reduced |
| Atomi Financial Group, Inc. | 6,793 | $385.2K | 0.03% | +351+5.4% | Added |
| Paloma Partners Management Co | 6,830 | $387.3K | 0.03% | +443+6.9% | Added |
| Berkshire Bank | 7,008 | $397.4K | 0.10% | −190−2.6% | Reduced |
| CFS Investment Advisory Services, LLC | 7,154 | $406.0K | 0.03% | +1,721+31.7% | Added |
| Seeds Investor LLC | 7,247 | $411.0K | 0.21% | +1,869+34.8% | Added |
| W.H. Cornerstone Investments Inc. | 7,296 | $414.0K | 0.29% | −1,017−12.2% | Reduced |
| Nomura Holdings Inc | 7,475 | $423.9K | 0.00% | +7,475 | New |
| Valley Brook Capital Group | 7,528 | $426.9K | 0.33% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 7,569 | $429.2K | 0.02% | +355+4.9% | Added |
| Whittier Trust Co | 7,586 | $430.1K | 0.01% | −104−1.4% | Reduced |
| Csenge Advisory Group | 7,627 | $432.5K | 0.02% | −793−9.4% | Reduced |
| Brown Advisory Inc | 7,648 | $433.7K | 0.00% | −1,433−15.8% | Reduced |
| Hills Bank & Trust Co | 7,717 | $437.6K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 7,737 | $438.8K | 0.20% | −733−8.7% | Reduced |
| Investment Management Corp of Ontario | 7,763 | $440.2K | 0.01% | +2,100+37.1% | Added |
| Brinker Capital Investments, LLC | 7,790 | $441.8K | 0.00% | −2,000−20.4% | Reduced |
| Orion Portfolio Solutions, LLC | 7,790 | $441.8K | 0.00% | −2,000−20.4% | Reduced |
| Sachetta, LLC | 6,757 | $445.7K | 0.19% | −174−2.5% | Reduced |
| Boothbay Fund Management, LLC | 7,884 | $447.1K | 0.01% | −8,323−51.4% | Reduced |
| Coldstream Capital Management Inc | 7,931 | $449.8K | 0.01% | +405+5.4% | Added |
| Cape Cod Five Cents Savings Bank | 7,938 | $450.2K | 0.04% | −336−4.1% | Reduced |
| Grimes & Company, Inc. | 8,095 | $459.1K | 0.01% | +105+1.3% | Added |
| Apollon Wealth Management, LLC | 8,167 | $463.2K | 0.01% | −1,983−19.5% | Reduced |
| Greenleaf Trust | 8,191 | $464.5K | 0.00% | +134+1.7% | Added |
| Graham Capital Management, L.P. | 8,260 | $468.4K | 0.02% | +8,260 | New |
| Groupama Asset Managment | 8,322 | $471.9K | 0.01% | −8,610−50.9% | Reduced |
| Welch & Forbes LLC | 8,253 | $473.3K | 0.01% | −1,060−11.4% | Reduced |
| First Hawaiian Bank | 8,371 | $474.7K | 0.02% | +36+0.4% | Added |
| nVerses Capital, LLC | 8,500 | $482.0K | 0.29% | +8,500 | New |
| Fiduciary Trust Co | 8,697 | $493.2K | 0.01% | −232−2.6% | Reduced |
| Sound Income Strategies, LLC | 8,705 | $493.6K | 0.03% | +4,270+96.3% | Added |
| Veriti Management LLC | 8,706 | $493.7K | 0.03% | +1,751+25.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,709 | $493.9K | 0.03% | +8,709 | New |
| Finer Wealth Management, Inc. | 8,712 | $494.1K | 0.32% | −1,618−15.7% | Reduced |