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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 9,529 | $540.4K | 0.04% | +134+1.4% | Added |
| Finivi Inc. | 9,451 | $536.0K | 0.44% | +12+0.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,404 | $533.0K | 0.01% | +8,035+586.9% | Added |
| New England Capital Financial Advisors LLC | 9,380 | $532.0K | 0.30% | +597+6.8% | Added |
| Tiaa Trust, National Association | 9,362 | $531.2K | 0.00% | −813−8.0% | Reduced |
| Quest Partners LLC | 9,308 | $527.9K | 0.07% | +9,298+92,980.0% | Added |
| Mystic Asset Management, Inc. | 9,275 | $526.0K | 0.21% | +500+5.7% | Added |
| Chatham Capital Group, Inc. | 9,188 | $521.1K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,147 | $518.7K | 0.02% | −980−9.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,131 | $517.8K | 0.08% | −231−2.5% | Reduced |
| Aigen Investment Management, LP | 9,084 | $515.2K | 0.10% | −2,249−19.8% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $510.4K | 0.06% | −2,200−19.6% | Reduced |
| QRG Capital Management, Inc. | 8,905 | $505.0K | 0.01% | −3,234−26.6% | Reduced |
| First Manhattan Co | 8,876 | $503.4K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,863 | $502.6K | 0.01% | −871−8.9% | Reduced |
| Valmark Advisers, Inc. | 8,858 | $502.3K | 0.01% | +27+0.3% | Added |
| V-Square Quantitative Management LLC | 8,828 | $500.6K | 0.08% | −547−5.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,820 | $500.2K | 0.01% | −21−0.2% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $494.1K | 0.32% | −1,618−15.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,709 | $493.9K | 0.03% | +8,709 | New |
| Veriti Management LLC | 8,706 | $493.7K | 0.03% | +1,751+25.2% | Added |
| Sound Income Strategies, LLC | 8,705 | $493.6K | 0.03% | +4,270+96.3% | Added |
| Fiduciary Trust Co | 8,697 | $493.2K | 0.01% | −232−2.6% | Reduced |
| nVerses Capital, LLC | 8,500 | $482.0K | 0.29% | +8,500 | New |
| First Hawaiian Bank | 8,371 | $474.7K | 0.02% | +36+0.4% | Added |
| Welch & Forbes LLC | 8,253 | $473.3K | 0.01% | −1,060−11.4% | Reduced |
| Groupama Asset Managment | 8,322 | $471.9K | 0.01% | −8,610−50.9% | Reduced |
| Graham Capital Management, L.P. | 8,260 | $468.4K | 0.02% | +8,260 | New |
| Greenleaf Trust | 8,191 | $464.5K | 0.00% | +134+1.7% | Added |
| Apollon Wealth Management, LLC | 8,167 | $463.2K | 0.01% | −1,983−19.5% | Reduced |
| Grimes & Company, Inc. | 8,095 | $459.1K | 0.01% | +105+1.3% | Added |
| Cape Cod Five Cents Savings Bank | 7,938 | $450.2K | 0.04% | −336−4.1% | Reduced |
| Coldstream Capital Management Inc | 7,931 | $449.8K | 0.01% | +405+5.4% | Added |
| Boothbay Fund Management, LLC | 7,884 | $447.1K | 0.01% | −8,323−51.4% | Reduced |
| Sachetta, LLC | 6,757 | $445.7K | 0.19% | −174−2.5% | Reduced |
| 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 |
| Investment Management Corp of Ontario | 7,763 | $440.2K | 0.01% | +2,100+37.1% | Added |
| Machina Capital S.A.S. | 7,737 | $438.8K | 0.20% | −733−8.7% | Reduced |
| Hills Bank & Trust Co | 7,717 | $437.6K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 7,648 | $433.7K | 0.00% | −1,433−15.8% | Reduced |
| Csenge Advisory Group | 7,627 | $432.5K | 0.02% | −793−9.4% | Reduced |
| Whittier Trust Co | 7,586 | $430.1K | 0.01% | −104−1.4% | Reduced |
| Daymark Wealth Partners, LLC | 7,569 | $429.2K | 0.02% | +355+4.9% | Added |
| Valley Brook Capital Group | 7,528 | $426.9K | 0.33% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,475 | $423.9K | 0.00% | +7,475 | New |
| W.H. Cornerstone Investments Inc. | 7,296 | $414.0K | 0.29% | −1,017−12.2% | Reduced |
| Seeds Investor LLC | 7,247 | $411.0K | 0.21% | +1,869+34.8% | Added |
| CFS Investment Advisory Services, LLC | 7,154 | $406.0K | 0.03% | +1,721+31.7% | Added |
| Berkshire Bank | 7,008 | $397.4K | 0.10% | −190−2.6% | Reduced |
| Paloma Partners Management Co | 6,830 | $387.3K | 0.03% | +443+6.9% | Added |
| Atomi Financial Group, Inc. | 6,793 | $385.2K | 0.03% | +351+5.4% | Added |
| Teacher Retirement System of Texas | 6,796 | $385.0K | 0.00% | −2,085−23.5% | Reduced |
| SC&H Financial Advisors, Inc. | 6,769 | $383.8K | 0.09% | −2,054−23.3% | Reduced |
| Prosperity Wealth Management, Inc. | 6,763 | $383.5K | 0.19% | +92+1.4% | Added |
| Meeder Advisory Services, Inc. | 6,728 | $381.5K | 0.03% | +756+12.7% | Added |
| Advisors Capital Management, LLC | 6,709 | $380.0K | 0.01% | −112−1.6% | Reduced |
| Evergreen Capital Management LLC | 6,656 | $377.5K | 0.01% | −376−5.3% | Reduced |
| Simplex Trading, LLC | 6,596 | $374.0K | 0.01% | +965+17.1% | Added |
| Schnieders Capital Management LLC | 6,562 | $372.1K | 0.08% | +6,562 | New |
| Modera Wealth Management, LLC | 6,433 | $364.8K | 0.01% | −12−0.2% | Reduced |
| Wealthspire Advisors, LLC | 6,392 | $362.5K | 0.00% | +780+13.9% | Added |
| Bard Financial Services, Inc. | 6,296 | $357.1K | 0.04% | −500−7.4% | Reduced |
| Capstone Investment Advisors, LLC | 6,270 | $355.6K | 0.01% | −395−5.9% | Reduced |
| Wolverine Trading, LLC | 6,254 | $354.7K | 0.01% | +580+10.2% | Added |
| BKD Wealth Advisors, LLC | 6,233 | $353.5K | 0.01% | −1,738−21.8% | Reduced |
| Savior LLC | 6,150 | $348.8K | 1.81% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 6,135 | $347.9K | 0.02% | −379−5.8% | Reduced |
| Pearl River Capital, LLC | 6,044 | $342.8K | 0.05% | +6,044 | New |
| Bollard Group LLC | 6,015 | $341.0K | 0.01% | +5,114+567.6% | Added |
| Brown Brothers Harriman & Co | 5,981 | $339.2K | 0.00% | +4,779+397.6% | Added |
| Welch Group, LLC | 5,936 | $336.6K | 0.02% | +5,936 | New |
| KCM Investment Advisors LLC | 5,923 | $335.9K | 0.01% | −34−0.6% | Reduced |
| Petrus Trust Company, LTA | 5,875 | $333.2K | 0.03% | +5,875 | New |
| GAMMA Investing LLC | 5,869 | $332.8K | 0.05% | +4,131+237.7% | Added |
| Prossimo Advisors, LLC | 5,819 | $330.0K | 0.30% | +299+5.4% | Added |
| HBK Sorce Advisory LLC | 5,819 | $330.0K | 0.01% | +410+7.6% | Added |
| Quadcap Wealth Management, LLC | 5,762 | $326.8K | 0.06% | +82+1.4% | Added |
| 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 |
| Blue Fin Capital, Inc. | 5,681 | $322.2K | 0.06% | −650−10.3% | Reduced |
| Jmac Enterprises LLC | 5,600 | $317.6K | 0.06% | −700−11.1% | Reduced |
| RSM US Wealth Management LLC | 5,612 | $317.5K | 0.01% | +5,612 | New |
| Eastern Bank | 5,584 | $316.7K | 0.01% | −116−2.0% | Reduced |
| Bensler, LLC | 5,568 | $315.8K | 0.04% | +5,568 | New |
| Kesler, Norman & Wride, LLC | 5,532 | $313.7K | 0.07% | −876−13.7% | Reduced |
| National Asset Management, Inc. | 5,496 | $311.7K | 0.01% | +1,711+45.2% | Added |
| Independent Advisor Alliance | 5,446 | $308.9K | 0.01% | +216+4.1% | Added |
| Spire Wealth Management | 5,442 | $308.6K | 0.01% | −462−7.8% | Reduced |
| Alpha Family Trust | 5,440 | $308.5K | 0.18% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $308.3K | 0.20% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,663 | $308.0K | 0.02% | −93−2.0% | Reduced |
| Merit Financial Group, LLC | 5,426 | $307.7K | 0.01% | −342−5.9% | Reduced |
| Barry Investment Advisors, LLC | 5,409 | $306.8K | 0.10% | +20.0% | Added |
| Lake Street Advisors Group, LLC | 5,401 | $306.3K | 0.01% | +217+4.2% | Added |
| LVW Advisors, LLC | 5,398 | $306.1K | 0.05% | −2,654−33.0% | Reduced |
| Empowered Funds, LLC | 5,324 | $301.9K | 0.01% | −16,994−76.1% | Reduced |
| Consilium Wealth Advisory, LLC | 5,272 | $299.0K | 0.16% | +5,272 | New |
| Wedbush Securities Inc | 5,254 | $298.0K | 0.01% | +43+0.8% | Added |
| Raymond James Trust N.A. | 5,249 | $297.7K | 0.01% | −83−1.6% | Reduced |