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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 8,820 | $500.2K | 0.01% | −21−0.2% | Reduced |
| V-Square Quantitative Management LLC | 8,828 | $500.6K | 0.08% | −547−5.8% | Reduced |
| Valmark Advisers, Inc. | 8,858 | $502.3K | 0.01% | +27+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,863 | $502.6K | 0.01% | −871−8.9% | Reduced |
| First Manhattan Co | 8,876 | $503.4K | 0.00% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,905 | $505.0K | 0.01% | −3,234−26.6% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $510.4K | 0.06% | −2,200−19.6% | Reduced |
| Aigen Investment Management, LP | 9,084 | $515.2K | 0.10% | −2,249−19.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,131 | $517.8K | 0.08% | −231−2.5% | Reduced |
| Wetherby Asset Management Inc | 9,147 | $518.7K | 0.02% | −980−9.7% | Reduced |
| Chatham Capital Group, Inc. | 9,188 | $521.1K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 9,275 | $526.0K | 0.21% | +500+5.7% | Added |
| Quest Partners LLC | 9,308 | $527.9K | 0.07% | +9,298+92,980.0% | Added |
| Tiaa Trust, National Association | 9,362 | $531.2K | 0.00% | −813−8.0% | Reduced |
| New England Capital Financial Advisors LLC | 9,380 | $532.0K | 0.30% | +597+6.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,404 | $533.0K | 0.01% | +8,035+586.9% | Added |
| Finivi Inc. | 9,451 | $536.0K | 0.44% | +12+0.1% | Added |
| Modern Wealth Management, LLC | 9,529 | $540.4K | 0.04% | +134+1.4% | Added |
| Kovitz Investment Group Partners, LLC | 9,594 | $544.2K | 0.00% | +9,594 | New |
| Keybank National Association | 9,621 | $545.6K | 0.00% | +593+6.6% | Added |
| Spirit of America Management Corp | 9,650 | $547.3K | 0.11% | +1,350+16.3% | Added |
| Baker Ellis Asset Management LLC | 9,769 | $554.0K | 0.08% | −1,328−12.0% | Reduced |
| Claro Advisors LLC | 9,778 | $554.5K | 0.09% | −275−2.7% | Reduced |
| Walleye Trading LLC | 9,820 | $556.9K | 0.01% | +9,820 | New |
| Regions Financial Corp | 9,912 | $562.1K | 0.00% | −1,564−13.6% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $563.0K | 0.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 10,095 | $572.5K | 0.01% | −521−4.9% | Reduced |
| Lockheed Martin Investment Management Co | 10,300 | $584.1K | 0.03% | −7,100−40.8% | Reduced |
| Miller Howard Investments Inc | 10,543 | $597.9K | 0.02% | −49−0.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,671 | $605.2K | 0.05% | −495−4.4% | Reduced |
| Heritage Financial Services, LLC | 10,761 | $610.3K | 0.09% | −746−6.5% | Reduced |
| NorthRock Partners, LLC | 10,826 | $613.9K | 0.02% | −1,199−10.0% | Reduced |
| My Legacy Advisors, LLC | 10,867 | $616.3K | 0.20% | +163+1.5% | Added |
| Greenland Capital Management LP | 10,880 | $617.0K | 0.13% | +10,880 | New |
| Huber Capital Management LLC | 10,919 | $619.2K | 0.14% | −392−3.5% | Reduced |
| Wilkins Investment Counsel Inc | 10,952 | $621.1K | 0.09% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10,983 | $623.0K | 0.22% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 11,063 | $627.0K | 0.47% | −1,351−10.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,072 | $627.9K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,101 | $629.5K | 0.01% | +746+7.2% | Added |
| United Services Automobile Association | 11,111 | $630.1K | 0.02% | −707−6.0% | Reduced |
| Proequities, Inc. | 11,167 | $633.3K | 0.04% | −573−4.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,211 | $635.8K | 0.02% | +126+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,362 | $644.3K | 0.04% | −166−1.4% | Reduced |
| AIA Group Ltd | 11,398 | $646.4K | 0.02% | +344+3.1% | Added |
| Sherbrooke Park Advisers LLC | 11,419 | $647.6K | 0.11% | +11,419 | New |
| Rockefeller Capital Management L.P. | 11,624 | $659.5K | 0.00% | +142+1.2% | Added |
| Acadian Asset Management LLC | 11,728 | $663.0K | 0.00% | +11,032+1,585.1% | Added |
| Signaturefd, LLC | 11,724 | $664.9K | 0.01% | −70−0.6% | Reduced |
| Empirical Finance, LLC | 11,772 | $667.6K | 0.04% | −772−6.2% | Reduced |
| Fisher Asset Management, LLC | 12,074 | $684.7K | 0.00% | −50.0% | Reduced |
| Omers Administration Corp | 12,143 | $688.6K | 0.01% | +12,143 | New |
| McDonald Partners LLC | 12,221 | $693.1K | 0.19% | +465+4.0% | Added |
| Financial Counselors Inc | 12,369 | $701.4K | 0.01% | −1,536−11.0% | Reduced |
| Seven Eight Capital, LP | 12,530 | $710.6K | 0.07% | +8,696+226.8% | Added |
| Resources Investment Advisors, LLC. | 12,609 | $715.0K | 0.01% | −636−4.8% | Reduced |
| NEOS Investment Management LLC | 12,616 | $715.5K | 0.03% | +3,984+46.2% | Added |
| Armstrong Advisory Group, Inc | 12,658 | $717.8K | 0.06% | −1,142−8.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,681 | $719.8K | 0.01% | −13,350−51.3% | Reduced |
| Atria Investments LLC | 12,929 | $733.2K | 0.01% | +12,929 | New |
| Allworth Financial LP | 12,119 | $740.4K | 0.00% | −275−2.2% | Reduced |
| Norinchukin Bank, The | 13,106 | $743.2K | 0.02% | +230+1.8% | Added |
| Toroso Investments, LLC | 13,160 | $746.3K | 0.01% | −451−3.3% | Reduced |
| Paradigm Financial Partners, LLC | 13,160 | $746.3K | 0.11% | −743−5.3% | Reduced |
| Beacon Pointe Advisors, LLC | 13,389 | $759.3K | 0.01% | +216+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 13,506 | $766.0K | 0.00% | +1,846+15.8% | Added |
| Savant Capital, LLC | 13,519 | $766.7K | 0.01% | +7,879+139.7% | Added |
| Federation des caisses Desjardins du Quebec | 13,589 | $770.6K | 0.00% | −14,174−51.1% | Reduced |
| Rockland Trust Co | 13,777 | $781.3K | 0.04% | +210+1.5% | Added |
| Presima Inc. | 13,830 | $784.3K | 0.17% | +100+0.7% | Added |
| Union Savings Bank | 13,878 | $786.9K | 0.41% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,088 | $798.9K | 0.00% | −233−1.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,132 | $801.4K | 0.07% | −12,431−46.8% | Reduced |
| Vestcor Inc | 14,143 | $802.0K | 0.03% | −21,827−60.7% | Reduced |
| Ameritas Investment Partners, Inc. | 14,781 | $838.2K | 0.03% | −6,124−29.3% | Reduced |
| Rakuten Investment Management, Inc. | 14,963 | $855.7K | 0.01% | +5,569+59.3% | Added |
| MML Investors Services, LLC | 15,366 | $871.0K | 0.00% | +2,258+17.2% | Added |
| CIBC Private Wealth Group, LLC | 15,838 | $907.7K | 0.00% | +1,521+10.6% | Added |
| Tocqueville Asset Management L.P. | 16,236 | $920.7K | 0.02% | −3,549−17.9% | Reduced |
| Park Avenue Securities LLC | 16,309 | $925.0K | 0.01% | −1,489−8.4% | Reduced |
| DC Investments Management, LLC | 16,472 | $934.1K | 0.79% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,487 | $935.0K | 0.01% | +16,487 | New |
| PFG Investments, LLC | 16,786 | $951.9K | 0.07% | −1,804−9.7% | Reduced |
| Camelot Portfolios, LLC | 16,854 | $955.8K | 0.54% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,155 | $960.6K | 0.01% | +16,155 | New |
| CAPROCK Group, Inc. | 17,271 | $979.4K | 0.04% | −848−4.7% | Reduced |
| Epoch Investment Partners, Inc. | 17,310 | $981.6K | 0.00% | −7,715−30.8% | Reduced |
| Sequoia Financial Advisors, LLC | 17,378 | $985.5K | 0.01% | +718+4.3% | Added |
| New Mexico Educational Retirement Board | 17,616 | $999.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,635 | $1.00M | 0.01% | +9,691+122.0% | Added |
| Principle Wealth Partners LLC | 17,787 | $1.01M | 0.08% | −684−3.7% | Reduced |
| Icon Advisers Inc | 18,000 | $1.02M | 0.23% | 00.0% | Unchanged |
| Polianta Ltd | 18,300 | $1.04M | 0.52% | +18,300 | New |
| Truist Financial Corp | 18,351 | $1.04M | 0.00% | −3,344−15.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,600 | $1.05M | 0.02% | −4,617−19.9% | Reduced |
| PEAK6 Investments LLC | 18,631 | $1.06M | 0.05% | −22,054−54.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.07M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,974 | $1.08M | 0.01% | +3,232+20.5% | Added |
| Pensionfund Sabic | 19,000 | $1.08M | 0.32% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,114 | $1.08M | 0.01% | −1,330−6.5% | Reduced |