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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.

Institutional holdersQ3 2024: 871 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ3 2024: $20.2B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2024.

Institutions holding ES in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FineMark National Bank & Trust0$00.00%−4,572−100.0%Sold out
Oak Thistle LLC0$00.00%−4,373−100.0%Sold out
Strategy Asset Managers LLC0$00.00%−3,217−100.0%Sold out
Alpha Cubed Investments, LLC0$00.00%−3,850−100.0%Sold out
Virtu Financial LLC0$00.00%−3,548−100.0%Sold out
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main0$00.00%−3,178−100.0%Sold out
Cultivar Capital, Inc.0$00.00%−2,310−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−2,170−100.0%Sold out
Widmann Financial Services, Inc.0$00.00%−1,770−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,686−100.0%Sold out
First Foundation Advisors0$00.00%−1,516−100.0%Sold out
ORG Partners LLC0$00.00%−1,473−100.0%Sold out
Bank of New Hampshire0$00.00%−884−100.0%Sold out
SWS Partners0$00.00%−879−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−721−100.0%Sold out
Kelly Financial Services LLC0$00.00%−489−100.0%Sold out
Lynx Investment Advisory0$00.00%−448−100.0%Sold out
Family Firm, Inc.0$00.00%−399−100.0%Sold out
Laffer Tengler Investments0$00.00%−252−100.0%Sold out
Godsey & Gibb Associates0$00.00%−219−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−135−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−100−100.0%Sold out
Kimelman & Baird, LLC0$00.00%−98−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−83−100.0%Sold out
FWL Investment Management, LLC0$00.00%−78−100.0%Sold out
Rocky Mountain Advisers, LLC0$00.00%−75−100.0%Sold out
Fairway Wealth LLC0$00.00%−70−100.0%Sold out
ZRC Wealth Management, LLC0$00.00%−64−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−40−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−33−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−25−100.0%Sold out
Main Street Group, LTD0$00.00%−19−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−9−100.0%Sold out
Planning Capital Management Corp0$00.00%−8−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−6−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−5−100.0%Sold out
Lazard Asset Management LLC0$00.00%−16−100.0%Sold out
BlackRock Inc.––––Not filed
Heritage Trust Co––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Emfo, LLC––––Not filed
JJJ Advisors Inc.––––Not filed