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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 282 | $16.0K | 0.00% | +139+97.2% | Added |
| Bruce G. Allen Investments, LLC | 268 | $15.2K | 0.01% | +2+0.8% | Added |
| Anchor Investment Management, LLC | 265 | $15.0K | 0.00% | +19+7.7% | Added |
| Hall Laurie J Trustee | 270 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 262 | $14.9K | 0.00% | −26−9.0% | Reduced |
| Versant Capital Management, Inc | 255 | $14.5K | 0.00% | −267−51.1% | Reduced |
| Laffer Tengler Investments | 252 | $14.3K | 0.00% | +252 | New |
| Assetmark, Inc | 250 | $14.2K | 0.00% | +14+5.9% | Added |
| Criterion Capital Advisors, LLC | 248 | $14.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 254 | $14.0K | 0.01% | −19−7.0% | Reduced |
| GW&K Investment Management, LLC | 237 | $13.0K | 0.00% | +26+12.3% | Added |
| Atticus Wealth Management, LLC | 227 | $12.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 225 | $12.8K | 0.00% | −29−11.4% | Reduced |
| First Personal Financial Services | 225 | $12.8K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 219 | $12.4K | 0.00% | +219 | New |
| Larson Financial Group LLC | 216 | $12.3K | 0.00% | +192+800.0% | Added |
| Private Wealth Management Group, LLC | 213 | $12.1K | 0.01% | +31+17.0% | Added |
| Financial Perspectives, Inc | 210 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 205 | $11.6K | 0.01% | +70+51.9% | Added |
| Investors Research Corp | 199 | $11.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 199 | $11.3K | 0.00% | +199 | New |
| Castleview Partners, LLC | 196 | $11.1K | 0.01% | +111+130.6% | Added |
| North Star Investment Management Corp. | 191 | $10.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 189 | $10.7K | 0.00% | +48+34.0% | Added |
| City State Bank | 187 | $10.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 181 | $10.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 180 | $10.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 177 | $10.0K | 0.00% | −8−4.3% | Reduced |
| SJS Investment Consulting Inc. | 175 | $9.93K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 174 | $9.87K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 166 | $9.41K | 0.00% | −6−3.5% | Reduced |
| Pineridge Advisors LLC | 161 | $9.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 148 | $8.39K | 0.00% | +7+5.0% | Added |
| Venturi Wealth Management, LLC | 144 | $8.17K | 0.00% | −2−1.4% | Reduced |
| Redwood Wealth Management Group, LLC | 135 | $7.66K | 0.01% | +135 | New |
| Westside Investment Management, Inc. | 134 | $7.60K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 134 | $7.58K | 0.00% | −48−26.4% | Reduced |
| Nemes Rush Group LLC | 131 | $7.43K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 131 | $7.41K | 0.00% | −24−15.5% | Reduced |
| Hartford Financial Management Inc. | 130 | $7.37K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $7.20K | 0.00% | −114−47.3% | Reduced |
| Robbins Farley LLC | 125 | $7.09K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 119 | $6.75K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $6.69K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $6.69K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 118 | $6.69K | 0.00% | +3+2.6% | Added |
| SWAN Capital LLC | 117 | $6.63K | 0.00% | +117 | New |
| Pension & Wealth Management Advisors, Inc. | 112 | $6.38K | 0.00% | +3+2.8% | Added |
| Cullen/Frost Bankers, Inc. | 105 | $5.96K | 0.00% | +37+54.4% | Added |
| Abound Wealth Management | 103 | $5.84K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 100 | $5.67K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 98 | $5.56K | 0.00% | +98 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $5.10K | 0.00% | +25+38.5% | Added |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 83 | $4.96K | 0.00% | +83 | New |
| City Holding Co | 81 | $4.59K | 0.00% | −366−81.9% | Reduced |
| Fortitude Family Office, LLC | 79 | $4.48K | 0.00% | +59+295.0% | Added |
| FWL Investment Management, LLC | 78 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 77 | $4.36K | 0.00% | −64−45.4% | Reduced |
| JFS Wealth Advisors, LLC | 75 | $4.25K | 0.00% | −4−5.1% | Reduced |
| Tompkins Financial Corp | 75 | $4.25K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $4.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $4.03K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 70 | $3.97K | 0.00% | +70 | New |
| Solstein Capital, LLC | 69 | $3.91K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 64 | $3.63K | 0.00% | +64 | New |
| McIlrath & Eck, LLC | 58 | $3.29K | 0.00% | −243−80.7% | Reduced |
| Trifecta Capital Advisors, LLC | 56 | $3.18K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $3.04K | 0.00% | +1+1.9% | Added |
| Keener Financial Planning LLC | 62 | $3.00K | 0.00% | −50−44.6% | Reduced |
| Baldwin Brothers Inc | 50 | $2.84K | 0.00% | +50 | New |
| Centennial Bank | 47 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 45 | $2.57K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 41 | $2.35K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $2.29K | 0.00% | +40 | New |
| Hallmark Capital Management Inc | 40 | $2.27K | 0.00% | +40 | New |
| Carolinas Wealth Consulting LLC | 38 | $2.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 36 | $2.05K | 0.00% | +7+24.1% | Added |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | +3+11.1% | Added |
| Ridgewood Investments LLC | 34 | $1.93K | 0.00% | +34 | New |
| Triad Wealth Partners, LLC | 33 | $1.87K | 0.00% | +33 | New |
| Ancora Advisors, LLC | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 31 | $1.76K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 27 | $1.53K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.42K | 0.00% | +23+1,150.0% | Added |
| TD Capital Management LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $1.37K | 0.00% | +5+31.3% | Added |
| Friedenthal Financial | 21 | $1.19K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.14K | 0.00% | +3+17.6% | Added |
| TFC Financial Management | 19 | $1.08K | 0.00% | +5+35.7% | Added |
| Main Street Group, LTD | 19 | $1.07K | 0.00% | −17−47.2% | Reduced |
| Strengthening Families & Communities, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Salomon & Ludwin, LLC | 16 | $907 | 0.00% | −670−97.7% | Reduced |
| Country Trust Bank | 13 | $737 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $737 | 0.00% | +13 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $624 | 0.00% | 00.0% | Unchanged |