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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 4,036,748 | $228.9M | 0.55% | +168,388+4.4% | Added |
| Nuveen Asset Management, LLC | 4,497,091 | $255.2M | 0.07% | +3,372,874+300.0% | Added |
| American Century Companies Inc | 4,606,374 | $261.2M | 0.16% | −106,859−2.3% | Reduced |
| UBS Asset Management Americas Inc | 4,739,584 | $268.8M | 0.08% | +388,486+8.9% | Added |
| Nordea Investment Management AB | 4,767,249 | $269.9M | 0.32% | −1,071,698−18.4% | Reduced |
| Morgan Stanley | 4,770,517 | $270.5M | 0.02% | −93,338−1.9% | Reduced |
| Invesco Ltd. | 4,971,778 | $281.9M | 0.06% | +344,030+7.4% | Added |
| Goldman Sachs Group Inc | 5,142,480 | $291.6M | 0.06% | +158,155+3.2% | Added |
| Amundi | 5,148,671 | $295.1M | 0.11% | +1,559,719+43.5% | Added |
| Magellan Asset Management Ltd | 5,303,657 | $300.8M | 2.86% | +1,403,539+36.0% | Added |
| Zimmer Partners, LP | 5,349,483 | $303.4M | 5.78% | +2,812,388+110.9% | Added |
| Legal & General Group Plc | 5,685,977 | $322.5M | 0.09% | −494,290−8.0% | Reduced |
| FMR LLC | 6,833,683 | $387.5M | 0.02% | −7,121−0.1% | Reduced |
| Geode Capital Management, LLC | 8,771,583 | $496.2M | 0.04% | −184,585−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 9,732,136 | $551.9M | 0.11% | +1,258,599+14.9% | Added |
| State Street Corp | 25,109,308 | $1.42B | 0.06% | −1,698,180−6.3% | Reduced |
| BlackRock Inc. | 37,708,122 | $2.14B | 0.05% | +70,518+0.2% | Added |
| Vanguard Group Inc | 42,198,124 | $2.39B | 0.05% | +227,315+0.5% | Added |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −941,653−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −602,032−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −245,318−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −236,324−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −172,068−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −124,264−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −110,506−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −106,401−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −72,209−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −43,045−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −36,091−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −27,796−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −25,974−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,140−100.0% | Sold out |
| Sutton Place Investors LLC | 0 | $0 | 0.00% | −14,575−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −14,088−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −13,363−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,867−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,711−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −9,939−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −9,414−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,391−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −6,504−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −6,142−100.0% | Sold out |
| Apella Capital, LLC | 0 | $0 | 0.00% | −5,913−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −5,855−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,301−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −4,244−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −4,221−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −3,936−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| Cedrus LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −3,594−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −3,548−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Cadence Wealth Management LLC | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| AJOVista, LLC | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −3,452−100.0% | Sold out |
| Pine Haven Investment Counsel, Inc | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,393−100.0% | Sold out |
| FC Advisory LLC | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fernwood Investment Management, LLC | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Atlantic Edge Private Wealth Management, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −42,158−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |