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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 19,367 | $1.10M | 0.01% | −4,368−18.4% | Reduced |
| Profund Advisors LLC | 19,450 | $1.10M | 0.04% | +6,413+49.2% | Added |
| Great Oak Capital Partners, LLC | 17,277 | $1.12M | 0.42% | +17,277 | New |
| Ascent Group, LLC | 19,871 | $1.13M | 0.09% | −6,071−23.4% | Reduced |
| Louisiana State Employees Retirement System | 19,900 | $1.13M | 0.02% | −400−2.0% | Reduced |
| JB Capital LLC | 19,959 | $1.13M | 0.07% | −1,563−7.3% | Reduced |
| Lido Advisors, LLC | 20,042 | $1.14M | 0.01% | +4,529+29.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,046 | $1.14M | 0.02% | +11,081+123.6% | Added |
| Securian Asset Management, Inc | 20,124 | $1.14M | 0.03% | −450−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 20,431 | $1.16M | 0.01% | −2,078−9.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,703 | $1.17M | 0.13% | +20,703 | New |
| Penobscot Investment Management Company, Inc. | 20,810 | $1.18M | 0.11% | −1,259−5.7% | Reduced |
| D.A. Davidson & Co. | 21,269 | $1.21M | 0.01% | +1,040+5.1% | Added |
| Crossmark Global Holdings, Inc. | 21,312 | $1.21M | 0.02% | −342−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 21,512 | $1.22M | 0.10% | +21,512 | New |
| AE Wealth Management LLC | 21,554 | $1.22M | 0.01% | +9,490+78.7% | Added |
| Legacy Wealth Management, LLC | 21,665 | $1.23M | 0.52% | −4,105−15.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 21,669 | $1.23M | 0.01% | +5,804+36.6% | Added |
| GWM Advisors LLC | 21,747 | $1.23M | 0.01% | −2,905−11.8% | Reduced |
| Wealthfront Advisers LLC | 21,934 | $1.24M | 0.00% | +4,124+23.2% | Added |
| Quantinno Capital Management LP | 21,946 | $1.24M | 0.02% | +5,233+31.3% | Added |
| St Germain D J Co Inc | 22,255 | $1.26M | 0.06% | −1,457−6.1% | Reduced |
| Hartford Investment Management Co | 22,440 | $1.27M | 0.04% | −70−0.3% | Reduced |
| First PREMIER Bank | 22,585 | $1.28M | 0.34% | −1,721−7.1% | Reduced |
| South Dakota Investment Council | 22,866 | $1.30M | 0.03% | +18,266+397.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,971 | $1.30M | 0.03% | +1,345+6.2% | Added |
| Metis Global Partners, LLC | 23,232 | $1.32M | 0.05% | +413+1.8% | Added |
| Heritage Trust Co | 23,438 | $1.33M | 0.18% | +9,222+64.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,841 | $1.36M | 0.01% | −46,969−66.3% | Reduced |
| Integrated Wealth Concepts LLC | 24,231 | $1.37M | 0.02% | +355+1.5% | Added |
| Allianz SE | 24,584 | $1.39M | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 24,800 | $1.41M | 0.00% | +1,142+4.8% | Added |
| MBB Public Markets I LLC | 24,900 | $1.41M | 0.03% | +24,900 | New |
| Clarkston Capital Partners, LLC | 25,000 | $1.42M | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,059 | $1.42M | 0.02% | +3,914+18.5% | Added |
| Stratos Wealth Advisors, LLC | 25,176 | $1.43M | 0.07% | −5,344−17.5% | Reduced |
| Essex Financial Services, Inc. | 22,083 | $1.43M | 0.11% | +2,631+13.5% | Added |
| Fifth Third Bancorp | 25,859 | $1.47M | 0.01% | −250−1.0% | Reduced |
| Fox Run Management, L.L.C. | 26,032 | $1.48M | 0.28% | +26,032 | New |
| Kentucky Retirement Systems | 26,545 | $1.51M | 0.04% | +16+0.1% | Added |
| Dynamic Advisor Solutions LLC | 26,587 | $1.51M | 0.05% | −430−1.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.53M | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 27,161 | $1.54M | 0.03% | +27,161 | New |
| Jump Financial, LLC | 27,302 | $1.55M | 0.03% | −1,995−6.8% | Reduced |
| Bradley Foster & Sargent Inc | 27,387 | $1.55M | 0.03% | −230−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 27,671 | $1.57M | 0.01% | −803−2.8% | Reduced |
| Gulf International Bank (UK) Ltd | 28,849 | $1.64M | 0.04% | 00.0% | Unchanged |
| Brookstone Capital Management | 26,825 | $1.65M | 0.03% | +2,379+9.7% | Added |
| Mackenzie Financial Corp | 29,545 | $1.68M | 0.00% | −134−0.5% | Reduced |
| Banque Cantonale Vaudoise | 29,608 | $1.68M | 0.07% | −27,173−47.9% | Reduced |
| Two Sigma Advisers, LP | 29,900 | $1.70M | 0.00% | +25,700+611.9% | Added |
| Northcape Wealth Management, LLC | 29,951 | $1.70M | 0.61% | +244+0.8% | Added |
| CWM, LLC | 29,966 | $1.70M | 0.01% | −116−0.4% | Reduced |
| Cresset Asset Management, LLC | 29,965 | $1.70M | 0.01% | +4,529+17.8% | Added |
| Oregon Public Employees Retirement Fund | 30,215 | $1.71M | 0.03% | +400+1.3% | Added |
| UniSuper Management Pty Ltd | 30,713 | $1.74M | 0.01% | +11,037+56.1% | Added |
| Kinneret Advisory, LLC | 30,851 | $1.75M | 0.17% | +3,701+13.6% | Added |
| Quantbot Technologies LP | 30,938 | $1.75M | 0.08% | −9,449−23.4% | Reduced |
| Commerzbank Aktiengesellschaft | 31,214 | $1.77M | 0.06% | +14,475+86.5% | Added |
| Siemens Fonds Invest GmbH | 31,527 | $1.79M | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 31,770 | $1.80M | 0.01% | +3,893+14.0% | Added |
| Elo Mutual Pension Insurance Co | 31,851 | $1.81M | 0.04% | −213−0.7% | Reduced |
| Blair William & Co | 31,853 | $1.81M | 0.01% | −1,040−3.2% | Reduced |
| Flagship Harbor Advisors, LLC | 32,310 | $1.83M | 0.11% | +2,724+9.2% | Added |
| Everence Capital Management Inc | 30,300 | $1.84M | 0.13% | +7,090+30.5% | Added |
| Axq Capital, LP | 33,036 | $1.87M | 0.44% | +29,636+871.6% | Added |
| Scientech Research LLC | 33,617 | $1.91M | 0.39% | +22,983+216.1% | Added |
| Somerset Trust Co | 33,817 | $1.92M | 0.79% | +679+2.0% | Added |
| Gsa Capital Partners LLP | 34,191 | $1.94M | 0.14% | +34,191 | New |
| Redwood Investment Management, LLC | 34,465 | $1.95M | 0.17% | −1,043−2.9% | Reduced |
| Neville Rodie & Shaw Inc | 34,839 | $1.98M | 0.15% | −931−2.6% | Reduced |
| BTG Pactual Asset Management US LLC | 34,864 | $1.98M | 0.50% | +34,864 | New |
| Kestra Private Wealth Services, LLC | 35,657 | $2.02M | 0.04% | +3,545+11.0% | Added |
| Schonfeld Strategic Advisors LLC | 35,751 | $2.03M | 0.02% | −714,708−95.2% | Reduced |
| Public Employees Retirement Association of Colorado | 36,166 | $2.05M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 36,551 | $2.07M | 0.00% | −9,119−20.0% | Reduced |
| Moors & Cabot, Inc. | 36,636 | $2.08M | 0.11% | −9,606−20.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,228 | $2.11M | 0.02% | +5,047+15.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 37,445 | $2.13M | 0.09% | +37,445 | New |
| Intech Investment Management LLC | 37,972 | $2.15M | 0.03% | +1,319+3.6% | Added |
| Rafferty Asset Management, LLC | 38,206 | $2.17M | 0.01% | −1,987−4.9% | Reduced |
| Resources Management Corp | 38,234 | $2.17M | 0.32% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 38,304 | $2.17M | 0.02% | +420+1.1% | Added |
| Burney Co | 38,376 | $2.18M | 0.08% | +5,048+15.1% | Added |
| XTX Topco Ltd | 38,410 | $2.18M | 0.19% | +27,218+243.2% | Added |
| Nisa Investment Advisors, LLC | 38,636 | $2.19M | 0.01% | −12,486−24.4% | Reduced |
| Mercer Global Advisors Inc | 38,126 | $2.20M | 0.01% | −1,030−2.6% | Reduced |
| Balyasny Asset Management LLC | 39,647 | $2.25M | 0.01% | +39,647 | New |
| Captrust Financial Advisors | 39,820 | $2.26M | 0.01% | −1,982−4.7% | Reduced |
| Mondrian Investment Partners LTD | 35,654 | $2.31M | 0.04% | +3,425+10.6% | Added |
| Advisors Asset Management, Inc. | 42,501 | $2.41M | 0.05% | −9,335−18.0% | Reduced |
| Daiwa Securities Group Inc. | 42,866 | $2.43M | 0.01% | +311+0.7% | Added |
| Nissay Asset Management Corp | 43,230 | $2.45M | 0.02% | +1,432+3.4% | Added |
| Frank, Rimerman Advisors LLC | 43,267 | $2.45M | 0.17% | +43,267 | New |
| Mutual of America Capital Management LLC | 44,421 | $2.52M | 0.03% | −1,379−3.0% | Reduced |
| CIBC World Markets Corp | 45,266 | $2.57M | 0.02% | +10,262+29.3% | Added |
| Pathstone Holdings, LLC | 45,467 | $2.58M | 0.01% | +3,247+7.7% | Added |
| US Bancorp | 46,119 | $2.62M | 0.00% | −3,361−6.8% | Reduced |
| Yousif Capital Management, LLC | 47,237 | $2.68M | 0.03% | −678−1.4% | Reduced |
| CIBC Asset Management Inc | 47,564 | $2.70M | 0.01% | −11,266−19.2% | Reduced |