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 |
|---|---|---|---|---|---|
| Glenview Trust Co | 5,247 | $297.6K | 0.01% | −58−1.1% | Reduced |
| Bleakley Financial Group, LLC | 5,201 | $294.9K | 0.01% | −674−11.5% | Reduced |
| Simplicity Wealth,LLC | 5,197 | $294.7K | 0.01% | −557−9.7% | Reduced |
| Oxler Private Wealth LLC | 5,170 | $293.2K | 0.11% | +64+1.3% | Added |
| Belpointe Asset Management LLC | 5,143 | $291.7K | 0.02% | +3+0.1% | Added |
| Magnetar Financial LLC | 5,136 | $291.3K | 0.01% | +5,136 | New |
| Quadrant Capital Group LLC | 5,106 | $289.6K | 0.02% | −333−6.1% | Reduced |
| Empire Financial Management Company, LLC | 5,057 | $286.8K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,053 | $286.6K | 0.01% | +97+2.0% | Added |
| Wells Trecaso Financial Group, LLC | 5,022 | $284.8K | 0.10% | −150−2.9% | Reduced |
| Beaumont Financial Advisors, LLC | 4,983 | $282.6K | 0.02% | +117+2.4% | Added |
| Aptus Capital Advisors, LLC | 4,978 | $282.3K | 0.01% | −339−6.4% | Reduced |
| Stablepoint Partners, LLC | 4,324 | $280.8K | 0.05% | −95−2.1% | Reduced |
| Spinnaker Trust | 4,915 | $278.7K | 0.02% | −16−0.3% | Reduced |
| Headlands Technologies LLC | 4,837 | $274.3K | 0.03% | +3,532+270.7% | Added |
| S. R. Schill & Associates | 4,815 | $273.1K | 0.12% | 00.0% | Unchanged |
| Charter Trust Co | 4,780 | $271.1K | 0.02% | +190+4.1% | Added |
| Clarius Group, LLC | 4,765 | $270.2K | 0.02% | −238−4.8% | Reduced |
| Bessemer Group Inc | 4,766 | $270.0K | 0.00% | +951+24.9% | Added |
| Buckingham Strategic Wealth, LLC | 4,729 | $268.2K | 0.00% | +72+1.5% | Added |
| J.W. Cole Advisors, Inc. | 4,706 | $266.9K | 0.01% | −1,182−20.1% | Reduced |
| Destination Wealth Management | 4,679 | $265.4K | 0.01% | −179−3.7% | Reduced |
| SageView Advisory Group, LLC | 4,664 | $264.5K | 0.01% | −2,862−38.0% | Reduced |
| SpiderRock Advisors, LLC | 4,614 | $261.7K | 0.01% | +137+3.1% | Added |
| Cascade Financial Partners, LLC | 4,610 | $261.4K | 0.03% | −700−13.2% | Reduced |
| Flputnam Investment Management Co | 4,606 | $261.2K | 0.00% | −4,424−49.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,600 | $260.9K | 0.07% | +4,600 | New |
| FineMark National Bank & Trust | 4,572 | $259.3K | 0.01% | −2,000−30.4% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $257.6K | 0.15% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,491 | $254.7K | 0.14% | +4+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 4,474 | $253.7K | 0.02% | −1,514−25.3% | Reduced |
| IHT Wealth Management, LLC | 4,435 | $251.5K | 0.01% | +330+8.0% | Added |
| Grace & White Inc | 4,418 | $250.5K | 0.05% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,409 | $250.0K | 0.10% | +4,409 | New |
| Thomasville National Bank | 4,406 | $249.9K | 0.02% | −130−2.9% | Reduced |
| Intrua Financial, LLC | 4,398 | $249.4K | 0.04% | +4,398 | New |
| Dynasty Wealth Management, LLC | 4,378 | $248.3K | 0.01% | +246+6.0% | Added |
| Kingsview Wealth Management, LLC | 4,375 | $248.1K | 0.01% | −102−2.3% | Reduced |
| Oak Thistle LLC | 4,373 | $248.0K | 0.18% | −2,237−33.8% | Reduced |
| Cullinan Associates Inc | 4,357 | $247.1K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,252 | $241.1K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,250 | $241.0K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,249 | $241.0K | 0.17% | +4,249 | New |
| MONECO Advisors, LLC | 4,240 | $240.4K | 0.04% | +68+1.6% | Added |
| Prospera Financial Services Inc | 4,222 | $239.5K | 0.01% | −178−4.0% | Reduced |
| Summit Trail Advisors, LLC | 4,206 | $238.5K | 0.01% | +690+19.6% | Added |
| Ballentine Partners, LLC | 4,176 | $236.8K | 0.00% | −238−5.4% | Reduced |
| Davenport & Co LLC | 4,167 | $236.3K | 0.00% | −25−0.6% | Reduced |
| Waddell & Associates, LLC | 4,130 | $234.2K | 0.03% | −20−0.5% | Reduced |
| MQS Management LLC | 4,128 | $234.1K | 0.14% | +4,128 | New |
| Cozad Asset Management Inc | 4,081 | $231.4K | 0.02% | +650+18.9% | Added |
| Snowden Capital Advisors LLC | 4,078 | $231.3K | 0.01% | −19−0.5% | Reduced |
| Vinva Investment Management Ltd | 4,035 | $230.8K | 0.01% | +4,035 | New |
| Vident Advisory, LLC | 4,028 | $228.4K | 0.01% | +4,028 | New |
| Strategy Asset Managers LLC | 3,217 | $228.2K | 0.05% | +3,217 | New |
| RFG Advisory, LLC | 3,955 | $224.3K | 0.01% | −427−9.7% | Reduced |
| Melfa Wealth Management, LLC | 3,941 | $223.5K | 0.16% | +17+0.4% | Added |
| Pitcairn Co | 3,930 | $222.9K | 0.01% | +3,930 | New |
| Hurlow Wealth Management Group, Inc. | 3,919 | $222.2K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,910 | $221.7K | 0.09% | −457−10.5% | Reduced |
| Trust Co of Vermont | 3,898 | $221.1K | 0.01% | −580−13.0% | Reduced |
| Fortis Group Advisors, LLC | 3,891 | $220.7K | 0.04% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 3,719 | $220.4K | 0.05% | −13−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 3,850 | $218.3K | 0.01% | −1,093−22.1% | Reduced |
| Cable Hill Partners, LLC | 3,839 | $217.7K | 0.02% | +3,839 | New |
| Prio Wealth Limited Partnership | 3,803 | $215.7K | 0.01% | −459−10.8% | Reduced |
| Checchi Capital Advisers, LLC | 3,803 | $215.7K | 0.02% | −593−13.5% | Reduced |
| Parallel Advisors, LLC | 3,799 | $215.4K | 0.01% | +34+0.9% | Added |
| Old North State Wealth Management, LLC | 3,771 | $214.0K | 0.14% | +3,771 | New |
| Graypoint LLC | 3,740 | $212.1K | 0.01% | +230+6.6% | Added |
| Continuum Advisory, LLC | 3,730 | $211.5K | 0.03% | +25+0.7% | Added |
| Hamilton Capital, LLC | 3,728 | $211.4K | 0.02% | −16−0.4% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $210.2K | 0.14% | 00.0% | Unchanged |
| Cigna Investments Inc | 3,658 | $207.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,649 | $206.9K | 0.02% | +3,649 | New |
| Kraematon Investment Advisors, Inc | 3,649 | $206.9K | 0.21% | −94−2.5% | Reduced |
| Catalyst Financial Partners LLC | 3,625 | $205.6K | 0.05% | +106+3.0% | Added |
| Perigon Wealth Management, LLC | 3,590 | $203.6K | 0.01% | −161−4.3% | Reduced |
| LGT Group Foundation | 3,585 | $203.3K | 0.00% | +3,585 | New |
| Hantz Financial Services, Inc. | 3,554 | $202.0K | 0.00% | −44−1.2% | Reduced |
| Virtu Financial LLC | 3,548 | $201.0K | 0.01% | −17,874−83.4% | Reduced |
| Central Trust Co | 3,518 | $199.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 3,276 | $195.8K | 0.00% | +586+21.8% | Added |
| Sandy Spring Bank | 3,259 | $184.8K | 0.01% | +18+0.6% | Added |
| Quarry LP | 3,204 | $181.7K | 0.08% | +2,149+203.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,178 | $180.2K | 0.00% | −14,909−82.4% | Reduced |
| Virtus ETF Advisers LLC | 3,060 | $173.5K | 0.08% | +116+3.9% | Added |
| Global Retirement Partners, LLC | 2,916 | $165.4K | 0.01% | +232+8.6% | Added |
| Farther Finance Advisors, LLC | 2,877 | $162.7K | 0.01% | +173+6.4% | Added |
| Albion Financial Group | 2,644 | $149.9K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,566 | $145.5K | 0.05% | +20+0.8% | Added |
| NBC Securities, Inc. | 2,563 | $145.0K | 0.01% | −34−1.3% | Reduced |
| South State Corp. | 2,441 | $138.4K | 0.01% | −415−14.5% | Reduced |
| Jones Financial Companies LLLP | 2,407 | $136.5K | 0.00% | +1,470+156.9% | Added |
| Richardson Financial Services Inc. | 2,320 | $131.6K | 0.09% | −216−8.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $131.3K | 0.04% | +1,722+289.9% | Added |
| Cultivar Capital, Inc. | 2,310 | $131.0K | 0.11% | +2,310 | New |
| Lindbrook Capital, LLC | 2,257 | $128.0K | 0.01% | +171+8.2% | Added |
| IFP Advisors, Inc | 2,243 | $127.2K | 0.01% | +160+7.7% | Added |
| Private Trust Co NA | 2,233 | $126.6K | 0.01% | +456+25.7% | Added |