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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 21,669 | $1.23M | 0.01% | +5,804+36.6% | Added |
| Legacy Wealth Management, LLC | 21,665 | $1.23M | 0.52% | −4,105−15.9% | Reduced |
| AE Wealth Management LLC | 21,554 | $1.22M | 0.01% | +9,490+78.7% | Added |
| Landscape Capital Management, L.L.C. | 21,512 | $1.22M | 0.10% | +21,512 | New |
| Crossmark Global Holdings, Inc. | 21,312 | $1.21M | 0.02% | −342−1.6% | Reduced |
| D.A. Davidson & Co. | 21,269 | $1.21M | 0.01% | +1,040+5.1% | Added |
| Penobscot Investment Management Company, Inc. | 20,810 | $1.18M | 0.11% | −1,259−5.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 20,703 | $1.17M | 0.13% | +20,703 | New |
| United Capital Financial Advisers, LLC | 20,431 | $1.16M | 0.01% | −2,078−9.2% | Reduced |
| Securian Asset Management, Inc | 20,124 | $1.14M | 0.03% | −450−2.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 20,046 | $1.14M | 0.02% | +11,081+123.6% | Added |
| Lido Advisors, LLC | 20,042 | $1.14M | 0.01% | +4,529+29.2% | Added |
| JB Capital LLC | 19,959 | $1.13M | 0.07% | −1,563−7.3% | Reduced |
| Louisiana State Employees Retirement System | 19,900 | $1.13M | 0.02% | −400−2.0% | Reduced |
| Ascent Group, LLC | 19,871 | $1.13M | 0.09% | −6,071−23.4% | Reduced |
| Great Oak Capital Partners, LLC | 17,277 | $1.12M | 0.42% | +17,277 | New |
| Profund Advisors LLC | 19,450 | $1.10M | 0.04% | +6,413+49.2% | Added |
| Bahl & Gaynor Inc | 19,367 | $1.10M | 0.01% | −4,368−18.4% | Reduced |
| Private Advisor Group, LLC | 19,114 | $1.08M | 0.01% | −1,330−6.5% | Reduced |
| Pensionfund Sabic | 19,000 | $1.08M | 0.32% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,974 | $1.08M | 0.01% | +3,232+20.5% | Added |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.07M | 0.10% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 18,631 | $1.06M | 0.05% | −22,054−54.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 18,600 | $1.05M | 0.02% | −4,617−19.9% | Reduced |
| Truist Financial Corp | 18,351 | $1.04M | 0.00% | −3,344−15.4% | Reduced |
| Polianta Ltd | 18,300 | $1.04M | 0.52% | +18,300 | New |
| Icon Advisers Inc | 18,000 | $1.02M | 0.23% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 17,787 | $1.01M | 0.08% | −684−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 17,635 | $1.00M | 0.01% | +9,691+122.0% | Added |
| New Mexico Educational Retirement Board | 17,616 | $999.0K | 0.03% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 17,378 | $985.5K | 0.01% | +718+4.3% | Added |
| Epoch Investment Partners, Inc. | 17,310 | $981.6K | 0.00% | −7,715−30.8% | Reduced |
| CAPROCK Group, Inc. | 17,271 | $979.4K | 0.04% | −848−4.7% | Reduced |
| Sanctuary Advisors, LLC | 16,155 | $960.6K | 0.01% | +16,155 | New |
| Camelot Portfolios, LLC | 16,854 | $955.8K | 0.54% | 00.0% | Unchanged |
| PFG Investments, LLC | 16,786 | $951.9K | 0.07% | −1,804−9.7% | Reduced |
| EP Wealth Advisors, LLC | 16,487 | $935.0K | 0.01% | +16,487 | New |
| DC Investments Management, LLC | 16,472 | $934.1K | 0.79% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,309 | $925.0K | 0.01% | −1,489−8.4% | Reduced |
| Tocqueville Asset Management L.P. | 16,236 | $920.7K | 0.02% | −3,549−17.9% | Reduced |
| CIBC Private Wealth Group, LLC | 15,838 | $907.7K | 0.00% | +1,521+10.6% | Added |
| MML Investors Services, LLC | 15,366 | $871.0K | 0.00% | +2,258+17.2% | Added |
| Rakuten Investment Management, Inc. | 14,963 | $855.7K | 0.01% | +5,569+59.3% | Added |
| Ameritas Investment Partners, Inc. | 14,781 | $838.2K | 0.03% | −6,124−29.3% | Reduced |
| Vestcor Inc | 14,143 | $802.0K | 0.03% | −21,827−60.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,132 | $801.4K | 0.07% | −12,431−46.8% | Reduced |
| Assenagon Asset Management S.A. | 14,088 | $798.9K | 0.00% | −233−1.6% | Reduced |
| Union Savings Bank | 13,878 | $786.9K | 0.41% | 00.0% | Unchanged |
| Presima Inc. | 13,830 | $784.3K | 0.17% | +100+0.7% | Added |
| Rockland Trust Co | 13,777 | $781.3K | 0.04% | +210+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 13,589 | $770.6K | 0.00% | −14,174−51.1% | Reduced |
| Savant Capital, LLC | 13,519 | $766.7K | 0.01% | +7,879+139.7% | Added |
| Northwestern Mutual Wealth Management Co | 13,506 | $766.0K | 0.00% | +1,846+15.8% | Added |
| Beacon Pointe Advisors, LLC | 13,389 | $759.3K | 0.01% | +216+1.6% | Added |
| Paradigm Financial Partners, LLC | 13,160 | $746.3K | 0.11% | −743−5.3% | Reduced |
| Toroso Investments, LLC | 13,160 | $746.3K | 0.01% | −451−3.3% | Reduced |
| Norinchukin Bank, The | 13,106 | $743.2K | 0.02% | +230+1.8% | Added |
| Allworth Financial LP | 12,119 | $740.4K | 0.00% | −275−2.2% | Reduced |
| Atria Investments LLC | 12,929 | $733.2K | 0.01% | +12,929 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,681 | $719.8K | 0.01% | −13,350−51.3% | Reduced |
| Armstrong Advisory Group, Inc | 12,658 | $717.8K | 0.06% | −1,142−8.3% | Reduced |
| NEOS Investment Management LLC | 12,616 | $715.5K | 0.03% | +3,984+46.2% | Added |
| Resources Investment Advisors, LLC. | 12,609 | $715.0K | 0.01% | −636−4.8% | Reduced |
| Seven Eight Capital, LP | 12,530 | $710.6K | 0.07% | +8,696+226.8% | Added |
| Financial Counselors Inc | 12,369 | $701.4K | 0.01% | −1,536−11.0% | Reduced |
| McDonald Partners LLC | 12,221 | $693.1K | 0.19% | +465+4.0% | Added |
| Omers Administration Corp | 12,143 | $688.6K | 0.01% | +12,143 | New |
| Fisher Asset Management, LLC | 12,074 | $684.7K | 0.00% | −50.0% | Reduced |
| Empirical Finance, LLC | 11,772 | $667.6K | 0.04% | −772−6.2% | Reduced |
| Signaturefd, LLC | 11,724 | $664.9K | 0.01% | −70−0.6% | Reduced |
| Acadian Asset Management LLC | 11,728 | $663.0K | 0.00% | +11,032+1,585.1% | Added |
| Rockefeller Capital Management L.P. | 11,624 | $659.5K | 0.00% | +142+1.2% | Added |
| Sherbrooke Park Advisers LLC | 11,419 | $647.6K | 0.11% | +11,419 | New |
| AIA Group Ltd | 11,398 | $646.4K | 0.02% | +344+3.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,362 | $644.3K | 0.04% | −166−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,211 | $635.8K | 0.02% | +126+1.1% | Added |
| Proequities, Inc. | 11,167 | $633.3K | 0.04% | −573−4.9% | Reduced |
| United Services Automobile Association | 11,111 | $630.1K | 0.02% | −707−6.0% | Reduced |
| HB Wealth Management, LLC | 11,101 | $629.5K | 0.01% | +746+7.2% | Added |
| Tokio Marine Asset Management Co Ltd | 11,072 | $627.9K | 0.03% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 11,063 | $627.0K | 0.47% | −1,351−10.9% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $623.0K | 0.22% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 10,952 | $621.1K | 0.09% | 00.0% | Unchanged |
| Huber Capital Management LLC | 10,919 | $619.2K | 0.14% | −392−3.5% | Reduced |
| Greenland Capital Management LP | 10,880 | $617.0K | 0.13% | +10,880 | New |
| My Legacy Advisors, LLC | 10,867 | $616.3K | 0.20% | +163+1.5% | Added |
| NorthRock Partners, LLC | 10,826 | $613.9K | 0.02% | −1,199−10.0% | Reduced |
| Heritage Financial Services, LLC | 10,761 | $610.3K | 0.09% | −746−6.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,671 | $605.2K | 0.05% | −495−4.4% | Reduced |
| Miller Howard Investments Inc | 10,543 | $597.9K | 0.02% | −49−0.5% | Reduced |
| Lockheed Martin Investment Management Co | 10,300 | $584.1K | 0.03% | −7,100−40.8% | Reduced |
| Stratos Wealth Partners, LTD. | 10,095 | $572.5K | 0.01% | −521−4.9% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $563.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 9,912 | $562.1K | 0.00% | −1,564−13.6% | Reduced |
| Walleye Trading LLC | 9,820 | $556.9K | 0.01% | +9,820 | New |
| Claro Advisors LLC | 9,778 | $554.5K | 0.09% | −275−2.7% | Reduced |
| Baker Ellis Asset Management LLC | 9,769 | $554.0K | 0.08% | −1,328−12.0% | Reduced |
| Spirit of America Management Corp | 9,650 | $547.3K | 0.11% | +1,350+16.3% | Added |
| Keybank National Association | 9,621 | $545.6K | 0.00% | +593+6.6% | Added |
| Kovitz Investment Group Partners, LLC | 9,594 | $544.2K | 0.00% | +9,594 | New |