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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 3,948 | $268.7K | 0.00% | +3,948 | New |
| Bryn Mawr Trust Co | 3,964 | $269.8K | 0.00% | +3,964 | New |
| HighPoint Advisor Group LLC | 4,239 | $269.9K | 0.02% | −424−9.1% | Reduced |
| Independent Advisor Alliance | 3,970 | $270.2K | 0.01% | −1,476−27.1% | Reduced |
| Brophy Wealth Management, LLC | 3,986 | $271.2K | 0.10% | +3,986 | New |
| Viking Fund Management LLC | 4,000 | $272.2K | 0.04% | +4,000 | New |
| Jones Financial Companies LLLP | 4,075 | $275.8K | 0.00% | +1,668+69.3% | Added |
| Pensionmark Financial Group, LLC | 4,077 | $277.4K | 0.01% | +4,077 | New |
| Graypoint LLC | 4,084 | $277.9K | 0.02% | +344+9.2% | Added |
| Catalyst Financial Partners LLC | 4,086 | $278.1K | 0.05% | +461+12.7% | Added |
| Vident Advisory, LLC | 4,122 | $280.6K | 0.01% | +94+2.3% | Added |
| Davenport & Co LLC | 4,162 | $283.2K | 0.00% | −5−0.1% | Reduced |
| LVW Advisors, LLC | 4,163 | $283.3K | 0.04% | −1,235−22.9% | Reduced |
| Snowden Capital Advisors LLC | 4,167 | $283.6K | 0.01% | +89+2.2% | Added |
| Qube Research & Technologies Ltd | 4,170 | $283.8K | 0.00% | +4,170 | New |
| Machina Capital S.A.S. | 4,187 | $284.9K | 0.11% | −3,550−45.9% | Reduced |
| Ballentine Partners, LLC | 4,214 | $286.8K | 0.00% | +38+0.9% | Added |
| Cable Hill Partners, LLC | 4,219 | $287.1K | 0.03% | +380+9.9% | Added |
| Cullinan Associates Inc | 4,357 | $288.4K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,250 | $289.2K | 0.01% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,250 | $289.3K | 0.10% | +4,250 | New |
| Formidable Asset Management, LLC | 4,252 | $289.3K | 0.05% | 00.0% | Unchanged |
| Thomasville National Bank | 4,286 | $291.7K | 0.02% | −120−2.7% | Reduced |
| SageView Advisory Group, LLC | 4,294 | $292.2K | 0.01% | −370−7.9% | Reduced |
| Abel Hall, LLC | 4,300 | $292.6K | 0.19% | +51+1.2% | Added |
| Stablepoint Partners, LLC | 4,324 | $294.2K | 0.05% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 4,328 | $294.7K | 0.17% | +557+14.8% | Added |
| Dynasty Wealth Management, LLC | 4,359 | $296.7K | 0.01% | −19−0.4% | Reduced |
| IHT Wealth Management, LLC | 4,383 | $298.2K | 0.01% | −52−1.2% | Reduced |
| Cascade Financial Partners, LLC | 4,521 | $299.4K | 0.04% | −89−1.9% | Reduced |
| Grace & White Inc | 4,418 | $300.6K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,422 | $301.0K | 0.01% | +623+16.4% | Added |
| MJP Associates Inc | 4,428 | $301.3K | 0.06% | +4,428 | New |
| Trueblood Wealth Management, LLC | 4,493 | $305.8K | 0.15% | +20.0% | Added |
| Merit Financial Group, LLC | 4,520 | $307.6K | 0.01% | −906−16.7% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $309.1K | 0.17% | 00.0% | Unchanged |
| Nwam LLC | 4,584 | $312.0K | 0.02% | +4,584 | New |
| Clarius Group, LLC | 4,601 | $312.8K | 0.02% | −164−3.4% | Reduced |
| Summit Trail Advisors, LLC | 4,677 | $318.3K | 0.01% | +471+11.2% | Added |
| Blueshift Asset Management, LLC | 4,695 | $319.5K | 0.08% | +4,695 | New |
| J.W. Cole Advisors, Inc. | 4,710 | $320.5K | 0.01% | +4+0.1% | Added |
| Destination Wealth Management | 4,737 | $322.4K | 0.01% | +58+1.2% | Added |
| Intrua Financial, LLC | 4,768 | $324.4K | 0.05% | +370+8.4% | Added |
| Charter Trust Co | 4,780 | $325.3K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 4,832 | $328.8K | 0.01% | −369−7.1% | Reduced |
| Horizon Investments, LLC | 4,849 | $330.0K | 0.01% | −204−4.0% | Reduced |
| Vise Technologies, Inc. | 4,856 | $330.5K | 0.04% | +4,856 | New |
| Lake Street Advisors Group, LLC | 4,870 | $331.4K | 0.02% | −531−9.8% | Reduced |
| Spinnaker Trust | 4,915 | $334.5K | 0.02% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 4,922 | $334.9K | 0.11% | −100−2.0% | Reduced |
| MBB Public Markets I LLC | 4,950 | $336.8K | 0.03% | −19,950−80.1% | Reduced |
| Flputnam Investment Management Co | 4,998 | $340.1K | 0.01% | +392+8.5% | Added |
| Beaumont Financial Advisors, LLC | 5,006 | $340.7K | 0.03% | +23+0.5% | Added |
| Advisor OS, LLC | 5,055 | $344.0K | 0.03% | +5,055 | New |
| Oxler Private Wealth LLC | 5,217 | $355.0K | 0.12% | +47+0.9% | Added |
| Raymond James Trust N.A. | 5,219 | $355.2K | 0.01% | −30−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,271 | $358.6K | 0.02% | +4,300+442.8% | Added |
| Consilium Wealth Advisory, LLC | 5,272 | $358.8K | 0.20% | 00.0% | Unchanged |
| Glenview Trust Co | 5,292 | $360.1K | 0.01% | +45+0.9% | Added |
| Qsemble Capital Management, LP | 5,349 | $364.0K | 0.07% | +5,349 | New |
| Quadrant Capital Group LLC | 5,349 | $364.0K | 0.03% | +243+4.8% | Added |
| XTX Topco Ltd | 5,370 | $365.4K | 0.03% | −33,040−86.0% | Reduced |
| Wedbush Securities Inc | 5,409 | $368.0K | 0.01% | +155+3.0% | Added |
| Barry Investment Advisors, LLC | 5,410 | $368.1K | 0.11% | +10.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 5,415 | $368.5K | 0.00% | +5,415 | New |
| American State Bank (Iowa) | 5,436 | $369.9K | 0.22% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $370.2K | 0.21% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,520 | $375.6K | 0.04% | −349−5.9% | Reduced |
| Graham Capital Management, L.P. | 5,543 | $377.2K | 0.01% | −2,717−32.9% | Reduced |
| Bensler, LLC | 5,568 | $378.9K | 0.05% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,600 | $381.1K | 0.06% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,630 | $383.1K | 0.05% | +1,500+36.3% | Added |
| Connecticut Wealth Management, LLC | 5,635 | $383.5K | 0.02% | −500−8.1% | Reduced |
| Blue Fin Capital, Inc. | 5,681 | $386.6K | 0.07% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 5,799 | $394.6K | 0.06% | +37+0.6% | Added |
| Huntington National Bank | 5,851 | $398.2K | 0.00% | +132+2.3% | Added |
| RSM US Wealth Management LLC | 5,919 | $400.9K | 0.01% | +307+5.5% | Added |
| Midwest Professional Planners, LTD. | 5,907 | $402.0K | 0.12% | +188+3.3% | Added |
| HBK Sorce Advisory LLC | 5,930 | $403.5K | 0.01% | +111+1.9% | Added |
| National Asset Management, Inc. | 5,954 | $403.8K | 0.01% | +458+8.3% | Added |
| Welch Group, LLC | 5,936 | $403.9K | 0.02% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,960 | $405.6K | 0.25% | +5,960 | New |
| United Asset Strategies, Inc. | 5,998 | $408.2K | 0.04% | +5,998 | New |
| KCM Investment Advisors LLC | 6,012 | $409.1K | 0.01% | +89+1.5% | Added |
| Modera Wealth Management, LLC | 6,049 | $411.6K | 0.01% | −384−6.0% | Reduced |
| Lido Advisors, LLC | 6,051 | $411.8K | 0.00% | −13,991−69.8% | Reduced |
| Petrus Trust Company, LTA | 6,067 | $412.9K | 0.04% | +192+3.3% | Added |
| Prossimo Advisors, LLC | 6,069 | $413.0K | 0.30% | +250+4.3% | Added |
| Brown Brothers Harriman & Co | 6,147 | $418.3K | 0.00% | +166+2.8% | Added |
| Savior LLC | 6,150 | $418.5K | 2.32% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,163 | $419.4K | 0.01% | −70−1.1% | Reduced |
| Advisors Capital Management, LLC | 6,232 | $424.0K | 0.01% | −477−7.1% | Reduced |
| Vinva Investment Management Ltd | 6,348 | $428.6K | 0.02% | +2,313+57.3% | Added |
| Meeder Advisory Services, Inc. | 6,301 | $428.8K | 0.03% | −427−6.3% | Reduced |
| Aptus Capital Advisors, LLC | 6,335 | $431.1K | 0.01% | +1,357+27.3% | Added |
| Wealthspire Advisors, LLC | 6,386 | $434.6K | 0.00% | −6−0.1% | Reduced |
| Atomi Financial Group, Inc. | 6,415 | $436.5K | 0.03% | −378−5.6% | Reduced |
| Dark Forest Capital Management LP | 6,467 | $440.1K | 0.06% | +6,467 | New |
| Gallagher Fiduciary Advisors, LLC | 6,473 | $440.5K | 0.09% | +6,473 | New |
| Erste Asset Management GmbH | 6,700 | $442.1K | 0.01% | +6,700 | New |