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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 2,200 | $124.8K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,170 | $123.1K | 0.01% | +2,170 | New |
| Centaurus Financial, Inc. | 2,051 | $116.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,938 | $109.9K | 0.02% | +412+27.0% | Added |
| AdvisorNet Financial, Inc | 1,871 | $106.1K | 0.01% | −52−2.7% | Reduced |
| Y.D. More Investments Ltd | 1,871 | $106.1K | 0.01% | +1,871 | New |
| Tucker Asset Management LLC | 1,851 | $105.0K | 0.02% | −14−0.8% | Reduced |
| CVA Family Office, LLC | 1,843 | $104.5K | 0.02% | +228+14.1% | Added |
| Center for Financial Planning, Inc. | 1,803 | $102.2K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 1,770 | $100.4K | 0.08% | +1,770 | New |
| Bartlett & Co. Wealth Management LLC | 1,746 | $99.0K | 0.00% | −207−10.6% | Reduced |
| Capital Analysts, LLC | 1,721 | $98.0K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,686 | $95.6K | 0.03% | +1,686 | New |
| Smithfield Trust Co | 1,673 | $95.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,621 | $91.9K | 0.00% | −551−25.4% | Reduced |
| TD Private Client Wealth LLC | 1,593 | $90.3K | 0.00% | −5−0.3% | Reduced |
| Ci Investments Inc. | 1,594 | $90.0K | 0.00% | −2,273−58.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,583 | $89.7K | 0.00% | −2,723−63.2% | Reduced |
| First Foundation Advisors | 1,516 | $86.0K | 0.00% | +1,516 | New |
| PSI Advisors, LLC | 1,489 | $84.4K | 0.03% | +781+110.3% | Added |
| ORG Partners LLC | 1,473 | $83.3K | 0.01% | +1,473 | New |
| Quent Capital, LLC | 1,418 | $80.4K | 0.01% | +30+2.2% | Added |
| TSFG, LLC | 1,330 | $75.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $74.4K | 0.01% | −266−16.9% | Reduced |
| AlphaMark Advisors, LLC | 1,297 | $74.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,299 | $73.7K | 0.01% | +85+7.0% | Added |
| Ransom Advisory, Ltd | 1,253 | $71.1K | 0.04% | +1,003+401.2% | Added |
| Capital Advisors, Ltd. LLC | 1,229 | $70.0K | 0.01% | −38−3.0% | Reduced |
| LGT Financial Advisors LLC | 1,198 | $67.9K | 0.14% | −1,749−59.3% | Reduced |
| Bullock Wealth Management Group | 1,190 | $67.3K | 0.04% | −33−2.7% | Reduced |
| Washington Trust Advisors, Inc. | 1,179 | $66.9K | 0.01% | −14−1.2% | Reduced |
| Massmutual Trust Co FSB | 1,147 | $65.0K | 0.00% | −387−25.2% | Reduced |
| EverSource Wealth Advisors, LLC | 979 | $63.6K | 0.00% | +82+9.1% | Added |
| Hexagon Capital Partners LLC | 1,110 | $62.9K | 0.01% | +406+57.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,106 | $62.7K | 0.02% | +1,106 | New |
| First Community Trust NA | 1,080 | $61.2K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 998 | $59.6K | 0.00% | +290+41.0% | Added |
| Emfo, LLC | 1,049 | $59.5K | 0.05% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,008 | $57.2K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $56.7K | 0.03% | 00.0% | Unchanged |
| Motco | 1,000 | $56.7K | 0.00% | +1,000 | New |
| Tortoise Investment Management, LLC | 990 | $56.1K | 0.01% | −39−3.8% | Reduced |
| First Horizon Advisors, Inc. | 988 | $56.1K | 0.00% | −25−2.5% | Reduced |
| GoalVest Advisory LLC | 981 | $55.6K | 0.02% | −185−15.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 971 | $55.1K | 0.00% | −1,200−55.3% | Reduced |
| Principal Securities, Inc. | 950 | $53.9K | 0.00% | −81−7.9% | Reduced |
| Bank of New Hampshire | 884 | $50.1K | 0.01% | 00.0% | Unchanged |
| SWS Partners | 879 | $49.9K | 0.01% | +879 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $49.6K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 860 | $48.8K | 0.02% | +185+27.4% | Added |
| Farmers & Merchants Investments Inc | 850 | $48.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $48.2K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $45.4K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $44.6K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 782 | $44.3K | 0.00% | +14+1.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $43.3K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $41.6K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 729 | $41.3K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 721 | $40.9K | 0.02% | +651+930.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 719 | $40.8K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $40.4K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $40.2K | 0.06% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 700 | $39.7K | 0.04% | −286−29.0% | Reduced |
| Deseret Mutual Benefit Administrators | 688 | $39.0K | 0.02% | +24+3.6% | Added |
| Smartleaf Asset Management LLC | 678 | $38.8K | 0.01% | +335+97.7% | Added |
| JJJ Advisors Inc. | 647 | $36.7K | 0.01% | −75−10.4% | Reduced |
| Clearstead Advisors, LLC | 636 | $36.1K | 0.00% | +624+5,200.0% | Added |
| Caldwell Trust Co | 633 | $35.9K | 0.00% | −47−6.9% | Reduced |
| Broadwater Capital Management LLC | 620 | $35.2K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $34.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 588 | $33.3K | 0.00% | −18−3.0% | Reduced |
| DT Investment Partners, LLC | 577 | $32.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 575 | $32.6K | 0.02% | +575 | New |
| Raleigh Capital Management Inc. | 561 | $31.8K | 0.01% | −15−2.6% | Reduced |
| Salem Investment Counselors Inc | 545 | $30.9K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $28.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 500 | $28.4K | 0.00% | +100+25.0% | Added |
| Sawyer & Company, Inc | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 489 | $27.8K | 0.01% | +9+1.9% | Added |
| West Branch Capital LLC | 478 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 470 | $26.7K | 0.01% | +11+2.4% | Added |
| Piscataqua Savings Bank | 450 | $25.5K | 0.02% | 00.0% | Unchanged |
| Lynx Investment Advisory | 448 | $25.4K | 0.02% | +448 | New |
| Benjamin Edwards Inc | 408 | $23.0K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 399 | $22.6K | 0.01% | +399 | New |
| Valley National Advisers Inc | 359 | $20.0K | 0.00% | +10+2.9% | Added |
| Zions Bancorporation, N.A. | 350 | $19.8K | 0.00% | −66−15.9% | Reduced |
| Gleason Group, Inc. | 340 | $19.3K | 0.00% | +69+25.5% | Added |
| Hanson & Doremus Investment Management | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $18.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 330 | $18.7K | 0.00% | −83−20.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $18.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 315 | $17.9K | 0.00% | −86−21.4% | Reduced |
| Natixis | 303 | $17.2K | 0.00% | +303 | New |
| Delta Asset Management LLC | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $17.0K | 0.01% | +300 | New |
| Colonial Trust Advisors | 293 | $16.6K | 0.00% | −42−12.5% | Reduced |
| Bogart Wealth, LLC | 293 | $16.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 287 | $16.3K | 0.01% | 00.0% | Unchanged |