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 |
|---|---|---|---|---|---|
| Private Wealth Management Group, LLC | 215 | $14.6K | 0.01% | +2+0.9% | Added |
| Atticus Wealth Management, LLC | 220 | $15.0K | 0.00% | −7−3.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 223 | $15.2K | 0.00% | +223 | New |
| Washington Trust Co | 225 | $15.3K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $15.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 226 | $15.4K | 0.00% | +51+29.1% | Added |
| CoreCap Advisors, LLC | 227 | $15.4K | 0.00% | −55−19.5% | Reduced |
| GW&K Investment Management, LLC | 228 | $16.0K | 0.00% | −9−3.8% | Reduced |
| Leonteq Securities AG | 243 | $16.5K | 0.00% | +243 | New |
| Anchor Investment Management, LLC | 246 | $16.7K | 0.00% | −19−7.2% | Reduced |
| Covestor Ltd | 253 | $17.0K | 0.01% | −1−0.4% | Reduced |
| Assetmark, Inc | 256 | $17.4K | 0.00% | +6+2.4% | Added |
| Zions Bancorporation, N.A. | 259 | $17.6K | 0.00% | −91−26.0% | Reduced |
| Catalyst Capital Advisors LLC | 261 | $17.8K | 0.00% | +261 | New |
| First Command Advisory Services, Inc. | 262 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 268 | $18.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 270 | $18.4K | 0.00% | +15+5.9% | Added |
| Quarry LP | 271 | $18.4K | 0.01% | −2,933−91.5% | Reduced |
| Gleason Group, Inc. | 280 | $19.1K | 0.00% | −60−17.6% | Reduced |
| Venturi Wealth Management, LLC | 288 | $19.6K | 0.00% | +144+100.0% | Added |
| Colonial Trust Advisors | 293 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 293 | $19.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $20.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $20.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $21.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $22.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $22.7K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 385 | $26.2K | 0.00% | +55+16.7% | Added |
| Chesapeake Asset Management LLC | 400 | $27.2K | 0.02% | −300−42.9% | Reduced |
| Piscataqua Savings Bank | 450 | $30.6K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 454 | $30.9K | 0.01% | +454 | New |
| Ashton Thomas Securities, LLC | 466 | $31.7K | 0.01% | +466 | New |
| Oakworth Capital, Inc. | 467 | $31.8K | 0.00% | −262−35.9% | Reduced |
| Rise Advisors, LLC | 475 | $32.4K | 0.02% | +5+1.1% | Added |
| West Branch Capital LLC | 479 | $32.6K | 0.01% | +1+0.2% | Added |
| Independence Bank of Kentucky | 485 | $33.0K | 0.01% | +485 | New |
| Sawyer & Company, Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 513 | $34.9K | 0.00% | +198+62.9% | Added |
| Raleigh Capital Management Inc. | 540 | $36.7K | 0.01% | −21−3.7% | Reduced |
| Salem Investment Counselors Inc | 545 | $37.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 566 | $38.5K | 0.00% | +350+162.0% | Added |
| Cromwell Holdings LLC | 575 | $39.1K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $39.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 602 | $41.0K | 0.00% | −31−4.9% | Reduced |
| Bangor Savings Bank | 604 | $41.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 620 | $42.2K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 672 | $45.7K | 0.00% | +172+34.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 672 | $45.7K | 0.00% | +661+6,009.1% | Added |
| LGT Financial Advisors LLC | 679 | $46.2K | 0.11% | −519−43.3% | Reduced |
| McMahon Financial Advisors, LLC | 706 | $48.0K | 0.01% | +706 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $48.2K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $48.4K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 719 | $48.9K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 727 | $49.5K | 0.02% | +727 | New |
| Perkins Coie Trust Co | 734 | $49.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 774 | $52.7K | 0.02% | +767+10,957.1% | Added |
| MV Capital Management, Inc. | 780 | $53.1K | 0.01% | −2−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 785 | $53.4K | 0.03% | +97+14.1% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $53.6K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 796 | $54.1K | 0.00% | +160+25.2% | Added |
| Gould Capital, LLC | 800 | $54.4K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $57.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $57.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 860 | $58.5K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $59.5K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $61.7K | 0.04% | +907 | New |
| GoalVest Advisory LLC | 981 | $66.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 990 | $67.4K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $68.0K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $68.0K | 0.04% | +1,000 | New |
| Webster Bank, N. A. | 1,008 | $68.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,070 | $72.9K | 0.00% | +82+8.3% | Added |
| First Community Trust NA | 1,080 | $73.5K | 0.06% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,100 | $74.9K | 0.00% | +1,100 | New |
| FSA Wealth Management LLC | 1,105 | $75.2K | 0.03% | +1,105 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,106 | $75.3K | 0.02% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,112 | $75.7K | 0.00% | +1,112 | New |
| Manchester Capital Management LLC | 1,114 | $75.8K | 0.01% | +526+89.5% | Added |
| Bullock Wealth Management Group | 1,127 | $76.3K | 0.05% | −63−5.3% | Reduced |
| Amica Retiree Medical Trust | 1,169 | $80.0K | 0.07% | +1,169 | New |
| Motco | 1,179 | $80.2K | 0.01% | +179+17.9% | Added |
| Washington Trust Advisors, Inc. | 1,199 | $81.6K | 0.01% | +20+1.7% | Added |
| Rothschild Investment LLC | 1,209 | $82.3K | 0.01% | −90−6.9% | Reduced |
| Hexagon Capital Partners LLC | 1,233 | $83.9K | 0.02% | +123+11.1% | Added |
| Capital Advisors, Ltd. LLC | 1,229 | $84.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $85.3K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,297 | $88.0K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,311 | $89.2K | 0.00% | +1,311 | New |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $89.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,316 | $89.6K | 0.00% | +169+14.7% | Added |
| TSFG, LLC | 1,330 | $91.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,387 | $94.4K | 0.02% | −464−25.1% | Reduced |
| Quent Capital, LLC | 1,397 | $94.8K | 0.01% | −21−1.5% | Reduced |
| Ci Investments Inc. | 1,434 | $98.0K | 0.00% | −160−10.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,444 | $98.2K | 0.00% | −139−8.8% | Reduced |
| ORG Wealth Partners, LLC | 1,473 | $100.2K | 0.03% | +1,473 | New |
| Flaharty Asset Management, LLC | 1,475 | $100.4K | 0.01% | +1,475 | New |