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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1,489 | $101.3K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,593 | $108.4K | 0.00% | +1,416+800.0% | Added |
| HM Payson & Co | 1,626 | $110.7K | 0.00% | +5+0.3% | Added |
| Sentry Investment Management LLC | 1,635 | $111.0K | 0.05% | +1,635 | New |
| Acadian Asset Management LLC | 1,661 | $112.0K | 0.00% | −10,067−85.8% | Reduced |
| TD Private Client Wealth LLC | 1,664 | $113.2K | 0.00% | +71+4.5% | Added |
| Smithfield Trust Co | 1,673 | $114.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,678 | $114.2K | 0.01% | +699+71.4% | Added |
| Exchange Traded Concepts, LLC | 1,679 | $114.3K | 0.00% | +1,679 | New |
| Principal Securities, Inc. | 1,681 | $114.4K | 0.00% | +731+76.9% | Added |
| South State Corp. | 1,693 | $115.2K | 0.01% | −748−30.6% | Reduced |
| Capital Analysts, LLC | 1,721 | $117.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,737 | $118.2K | 0.02% | −106−5.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,746 | $118.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,752 | $119.3K | 0.00% | −491−21.9% | Reduced |
| Smartleaf Asset Management LLC | 1,776 | $119.9K | 0.01% | +1,098+161.9% | Added |
| Center for Financial Planning, Inc. | 1,803 | $122.7K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,933 | $131.5K | 0.01% | +62+3.3% | Added |
| Richardson Financial Services Inc. | 2,320 | $131.6K | 0.08% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,955 | $133.0K | 0.02% | +17+0.9% | Added |
| Ronald Blue Trust, Inc. | 2,347 | $133.1K | 0.00% | +1,349+135.2% | Added |
| Federated Hermes, Inc. | 1,964 | $133.7K | 0.00% | +1,964 | New |
| AdvisorNet Financial, Inc | 1,998 | $136.0K | 0.01% | +127+6.8% | Added |
| Lindbrook Capital, LLC | 2,005 | $136.4K | 0.01% | −252−11.2% | Reduced |
| Centaurus Financial, Inc. | 2,046 | $139.0K | 0.01% | −5−0.2% | Reduced |
| Walleye Trading LLC | 2,228 | $151.6K | 0.00% | −7,592−77.3% | Reduced |
| Montag A & Associates Inc | 2,250 | $153.1K | 0.01% | +50+2.3% | Added |
| Brown, Lisle/Cummings, Inc. | 2,316 | $157.6K | 0.05% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 2,485 | $169.1K | 0.05% | −81−3.2% | Reduced |
| Global Retirement Partners, LLC | 2,528 | $172.0K | 0.01% | −388−13.3% | Reduced |
| NBC Securities, Inc. | 2,563 | $174.0K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 2,600 | $176.9K | 0.01% | +2,600 | New |
| Albion Financial Group | 2,644 | $179.9K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,816 | $191.6K | 0.09% | −244−8.0% | Reduced |
| Continuum Advisory, LLC | 3,219 | $197.9K | 0.03% | −511−13.7% | Reduced |
| Avestar Capital, LLC | 2,951 | $200.8K | 0.02% | +2,951 | New |
| Congress Wealth Management LLC | 2,955 | $201.1K | 0.00% | +2,955 | New |
| Mather Group, LLC. | 2,981 | $202.9K | 0.00% | −295−9.0% | Reduced |
| Means Investment Co., Inc. | 2,982 | $202.9K | 0.02% | +2,982 | New |
| Woodstock Corp | 2,986 | $203.2K | 0.02% | +2,986 | New |
| Hardman Johnston Global Advisors LLC | 3,000 | $204.2K | 0.01% | +3,000 | New |
| Farther Finance Advisors, LLC | 3,000 | $204.2K | 0.01% | +123+4.3% | Added |
| Strait & Sound Wealth Management LLC | 3,027 | $206.0K | 0.10% | +3,027 | New |
| Thrive Wealth Management, LLC | 3,044 | $207.1K | 0.04% | +3,044 | New |
| Resonant Capital Advisors, LLC | 3,046 | $207.3K | 0.02% | +3,046 | New |
| Black Diamond Financial, LLC | 3,054 | $207.8K | 0.04% | +3,054 | New |
| Spire Wealth Management | 3,064 | $208.5K | 0.01% | −2,378−43.7% | Reduced |
| Private Trust Co NA | 3,073 | $209.1K | 0.02% | +840+37.6% | Added |
| Cidel Asset Management Inc | 3,089 | $210.2K | 0.01% | +3,089 | New |
| Parcion Private Wealth LLC | 3,090 | $210.3K | 0.02% | +3,090 | New |
| Sandy Spring Bank | 3,091 | $210.4K | 0.01% | −168−5.2% | Reduced |
| StoneX Group Inc. | 3,124 | $212.6K | 0.02% | +3,124 | New |
| Sculati Wealth Management, LLC | 3,162 | $215.2K | 0.09% | +3,162 | New |
| Patrick M Sweeney & Associates, Inc | 3,174 | $216.0K | 0.16% | +3,174 | New |
| Ingalls & Snyder LLC | 3,172 | $216.0K | 0.01% | +3,172 | New |
| MQS Management LLC | 3,204 | $218.0K | 0.12% | −924−22.4% | Reduced |
| Net Worth Advisory Group | 3,250 | $221.2K | 0.07% | +3,250 | New |
| McKinley Carter Wealth Services, Inc. | 3,314 | $225.5K | 0.01% | +3,314 | New |
| Coastal Bridge Advisors, LLC | 3,335 | $226.9K | 0.06% | +3,335 | New |
| Crestwood Advisors Group LLC | 3,340 | $227.3K | 0.00% | +3,340 | New |
| Redhawk Wealth Advisors, Inc. | 3,344 | $227.6K | 0.03% | +3,344 | New |
| Arete Wealth Advisors, LLC | 3,391 | $231.0K | 0.02% | +3,391 | New |
| FC Advisory LLC | 3,435 | $233.7K | 0.08% | +3,435 | New |
| Wealth Alliance | 3,440 | $234.1K | 0.03% | +3,440 | New |
| LongView Wealth Management | 3,450 | $234.8K | 0.07% | +3,450 | New |
| Pine Haven Investment Counsel, Inc | 3,451 | $234.8K | 0.19% | +3,451 | New |
| Sterling Financial Planning, Inc. | 3,452 | $234.9K | 0.09% | +3,452 | New |
| Pitcairn Co | 3,481 | $236.9K | 0.01% | −449−11.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,496 | $237.9K | 0.01% | +3,496 | New |
| Perigon Wealth Management, LLC | 3,498 | $238.0K | 0.01% | −92−2.6% | Reduced |
| LGT Group Foundation | 3,585 | $239.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,514 | $239.1K | 0.01% | −135−3.7% | Reduced |
| Central Trust Co | 3,519 | $239.5K | 0.01% | +10.0% | Added |
| Cadence Wealth Management LLC | 3,521 | $239.6K | 0.19% | +3,521 | New |
| Aaron Wealth Advisors | 3,541 | $241.0K | 0.03% | +3,541 | New |
| Accurate Wealth Management, LLC | 3,708 | $242.5K | 0.05% | −11−0.3% | Reduced |
| Everett Harris & Co | 3,593 | $244.5K | 0.00% | +3,593 | New |
| Hamilton Capital, LLC | 3,728 | $245.5K | 0.02% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,611 | $245.7K | 0.12% | +3,611 | New |
| Hantz Financial Services, Inc. | 3,622 | $246.0K | 0.00% | +68+1.9% | Added |
| Cigna Investments Inc | 3,658 | $249.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,668 | $249.6K | 0.00% | +3,668 | New |
| Kraematon Investment Advisors, Inc | 3,674 | $250.0K | 0.25% | +25+0.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,409 | $250.0K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,752 | $250.2K | 0.01% | +3,752 | New |
| Dorsey & Whitney Trust CO LLC | 3,691 | $251.2K | 0.01% | −783−17.5% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $252.9K | 0.16% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,770 | $256.7K | 0.01% | −452−10.7% | Reduced |
| Prio Wealth Limited Partnership | 3,803 | $258.8K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,830 | $260.6K | 0.02% | +27+0.7% | Added |
| Cozad Asset Management Inc | 3,864 | $262.9K | 0.03% | −217−5.3% | Reduced |
| Fortis Group Advisors, LLC | 3,891 | $264.8K | 0.05% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 3,897 | $265.2K | 0.05% | −1,635−29.6% | Reduced |
| Trust Co of Vermont | 3,897 | $265.2K | 0.01% | −10.0% | Reduced |
| Sterling Investment Counsel, LLC | 3,910 | $266.1K | 0.09% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,920 | $266.8K | 0.01% | −455−10.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,921 | $266.8K | 0.08% | +2+0.1% | Added |
| Melfa Wealth Management, LLC | 3,941 | $268.2K | 0.18% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3,947 | $268.6K | 0.02% | −39,320−90.9% | Reduced |
| RFG Advisory, LLC | 3,947 | $268.6K | 0.01% | −8−0.2% | Reduced |