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, Q3 2024
Institutional positions in Eversource Energy as of Sep 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
- 871
- +60 vs. Q2 2024
- Shares held
- 298.1M
- +46.5M (+18.5%) vs. Q2 2024
- Total value
- $20.2B
- +$5.96B (+41.8%) vs. Q2 2024
- New holders
- 126
- 312 more added
- Sold out
- 66
- 272 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $69 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $400 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $408 | 0.00% | +6 | New |
| Creekmur Asset Management LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $540 | 0.00% | −158−95.2% | Reduced |
| Creative Financial Designs Inc | 8 | $544 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $588 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 10 | $681 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 48,452 | $712 | 0.00% | +47,740+6,705.1% | Added |
| Country Trust Bank | 13 | $885 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 13 | $885 | 0.00% | +13 | New |
| JDM Financial Group LLC | 14 | $953 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | +11+137.5% | Added |
| Riverview Trust Co | 15 | $1.02K | 0.00% | +15 | New |
| Salomon & Ludwin, LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 16 | $1.09K | 0.00% | +16 | New |
| Highline Wealth Partners LLC | 18 | $1.23K | 0.00% | +8+80.0% | Added |
| Wolff Wiese Magana LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $1.50K | 0.00% | +3+15.8% | Added |
| Key Financial Inc | 24 | $1.63K | 0.00% | +11+84.6% | Added |
| TD Capital Management LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $1.74K | 0.00% | +6+28.6% | Added |
| Baldwin Brothers Inc | 27 | $1.84K | 0.00% | −23−46.0% | Reduced |
| TCTC Holdings, LLC | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.91K | 0.00% | +8+40.0% | Added |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 34 | $2.31K | 0.00% | +34 | New |
| Pacifica Partners Inc. | 40 | $2.72K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 42 | $2.85K | 0.00% | +1+2.4% | Added |
| Carolinas Wealth Consulting LLC | 43 | $2.93K | 0.00% | +5+13.2% | Added |
| Grove Bank & Trust | 45 | $3.06K | 0.00% | +45 | New |
| Provenance Wealth Advisors, LLC | 45 | $3.06K | 0.00% | +45 | New |
| Sunbelt Securities, Inc. | 46 | $3.11K | 0.00% | +1+2.2% | Added |
| Centennial Bank | 47 | $3.20K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 49 | $3.33K | 0.00% | +49 | New |
| Beacon Capital Management, LLC | 54 | $3.65K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 56 | $3.81K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 63 | $4.29K | 0.00% | −42−40.0% | Reduced |
| McIlrath & Eck, LLC | 68 | $4.63K | 0.00% | +10+17.2% | Added |
| Solstein Capital, LLC | 69 | $4.70K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $4.76K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 71 | $4.83K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $5.00K | 0.00% | +79 | New |
| Tompkins Financial Corp | 75 | $5.10K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 76 | $5.19K | 0.00% | +40+111.1% | Added |
| Rosenberg Matthew Hamilton | 77 | $5.24K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $5.38K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 81 | $5.51K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 92 | $6.00K | 0.00% | +75+441.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $6.13K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 97 | $6.60K | 0.00% | −77−44.3% | Reduced |
| WealthCollab, LLC | 100 | $6.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $7.01K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 113 | $7.73K | 0.00% | +1+0.9% | Added |
| Harbor Investment Advisory, LLC | 115 | $7.83K | 0.00% | −3−2.5% | Reduced |
| Nemes Rush Group LLC | 131 | $7.83K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 117 | $7.96K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $8.03K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $8.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $8.05K | 0.00% | −49−27.2% | Reduced |
| Compass Wealth Management LLC | 119 | $8.10K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $8.23K | 0.00% | +46+61.3% | Added |
| Robbins Farley LLC | 125 | $8.51K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 130 | $8.85K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 132 | $8.98K | 0.00% | +1+0.8% | Added |
| Westside Investment Management, Inc. | 134 | $9.12K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 135 | $9.19K | 0.00% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 139 | $9.46K | 0.00% | −9−6.1% | Reduced |
| Pingora Partners LLC | 140 | $9.53K | 0.01% | −65−31.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $10.2K | 0.00% | +23+18.1% | Added |
| Pineridge Advisors LLC | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 183 | $12.0K | 0.01% | +183 | New |
| GHP Investment Advisors, Inc. | 178 | $12.1K | 0.00% | +178 | New |
| Red Tortoise LLC | 181 | $12.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 191 | $12.5K | 0.01% | −96−33.4% | Reduced |
| City State Bank | 187 | $12.7K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 211 | $12.8K | 0.01% | +211 | New |
| Legacy Wealth Managment, LLC | 211 | $12.8K | 0.01% | +211 | New |
| North Star Investment Management Corp. | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $13.0K | 0.00% | −165−46.0% | Reduced |
| Castleview Partners, LLC | 196 | $13.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 199 | $13.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 198 | $13.5K | 0.00% | +9+4.8% | Added |
| Investors Research Corp | 199 | $13.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 248 | $14.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $14.3K | 0.00% | 00.0% | Unchanged |