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 |
|---|---|---|---|---|---|
| SC&H Financial Advisors, Inc. | 6,519 | $443.6K | 0.10% | −250−3.7% | Reduced |
| MONECO Advisors, LLC | 6,578 | $447.6K | 0.06% | +2,338+55.1% | Added |
| Sachetta, LLC | 6,762 | $460.2K | 0.18% | +5+0.1% | Added |
| Belpointe Asset Management LLC | 6,774 | $461.0K | 0.03% | +1,631+31.7% | Added |
| Csenge Advisory Group | 7,241 | $462.1K | 0.02% | −386−5.1% | Reduced |
| Prosperity Wealth Management, Inc. | 6,803 | $462.9K | 0.19% | +40+0.6% | Added |
| Groupama Asset Managment | 8,484 | $463.5K | 0.01% | +162+1.9% | Added |
| Capstone Investment Advisors, LLC | 6,814 | $463.7K | 0.01% | +544+8.7% | Added |
| Berkshire Bank | 7,008 | $476.9K | 0.11% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 7,080 | $482.0K | 0.33% | −216−3.0% | Reduced |
| CFS Investment Advisory Services, LLC | 7,169 | $488.0K | 0.04% | +15+0.2% | Added |
| Evergreen Capital Management LLC | 7,294 | $496.4K | 0.02% | +638+9.6% | Added |
| Jump Financial, LLC | 7,314 | $497.7K | 0.01% | −19,988−73.2% | Reduced |
| Seeds Investor LLC | 7,324 | $498.4K | 0.19% | +77+1.1% | Added |
| Compagnie Lombard Odier SCmA | 7,374 | $501.8K | 0.01% | +7,374 | New |
| Brown Advisory Inc | 7,429 | $505.6K | 0.00% | −219−2.9% | Reduced |
| Whittier Trust Co | 7,487 | $509.4K | 0.01% | −99−1.3% | Reduced |
| Hills Bank & Trust Co | 7,490 | $509.7K | 0.04% | −227−2.9% | Reduced |
| Valley Brook Capital Group | 7,528 | $512.3K | 0.37% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 7,555 | $514.1K | 0.25% | +7,555 | New |
| Daymark Wealth Partners, LLC | 7,597 | $516.9K | 0.02% | +28+0.4% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | −270−3.4% | Reduced |
| Mindset Wealth Management, LLC | 7,670 | $521.9K | 0.22% | +7,670 | New |
| Allworth Financial LP | 7,763 | $528.3K | 0.00% | −4,356−35.9% | Reduced |
| Apollon Wealth Management, LLC | 7,799 | $530.8K | 0.02% | −368−4.5% | Reduced |
| Welch & Forbes LLC | 7,803 | $531.0K | 0.01% | −450−5.5% | Reduced |
| Schnieders Capital Management LLC | 7,837 | $533.3K | 0.10% | +1,275+19.4% | Added |
| Grimes & Company, Inc. | 7,877 | $536.0K | 0.01% | −218−2.7% | Reduced |
| Two Sigma Advisers, LP | 8,100 | $551.2K | 0.00% | −21,800−72.9% | Reduced |
| Beacon Pointe Advisors, LLC | 8,280 | $563.4K | 0.01% | −5,109−38.2% | Reduced |
| SpiderRock Advisors, LLC | 8,360 | $568.9K | 0.01% | +3,746+81.2% | Added |
| Sound Income Strategies, LLC | 8,368 | $569.5K | 0.04% | −337−3.9% | Reduced |
| First Hawaiian Bank | 8,371 | $569.6K | 0.02% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 8,611 | $586.0K | 0.23% | −2,256−20.8% | Reduced |
| Fiduciary Trust Co | 8,688 | $591.2K | 0.01% | −9−0.1% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $592.9K | 0.37% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 8,761 | $596.2K | 0.01% | −7,475−46.0% | Reduced |
| Coldstream Capital Management Inc | 8,830 | $597.8K | 0.01% | +899+11.3% | Added |
| Valmark Advisers, Inc. | 8,814 | $599.8K | 0.01% | −44−0.5% | Reduced |
| Bessemer Group Inc | 8,821 | $600.0K | 0.00% | +4,055+85.1% | Added |
| Aigen Investment Management, LP | 8,821 | $600.3K | 0.12% | −263−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 8,845 | $601.9K | 0.01% | −18−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,848 | $602.1K | 0.01% | +28+0.3% | Added |
| Keybank National Association | 8,857 | $602.7K | 0.00% | −764−7.9% | Reduced |
| First Manhattan Co | 8,876 | $604.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,904 | $605.9K | 0.01% | −1,191−11.8% | Reduced |
| New England Capital Financial Advisors LLC | 8,945 | $608.7K | 0.32% | −435−4.6% | Reduced |
| Tiaa Trust, National Association | 8,970 | $610.4K | 0.00% | −392−4.2% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $612.5K | 0.08% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 9,031 | $614.6K | 0.10% | −157−1.7% | Reduced |
| Live Oak Private Wealth LLC | 9,148 | $622.5K | 0.10% | +9,148 | New |
| Wetherby Asset Management Inc | 9,221 | $627.5K | 0.03% | +74+0.8% | Added |
| Mystic Asset Management, Inc. | 9,275 | $631.2K | 0.24% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 9,368 | $637.5K | 0.09% | +540+6.1% | Added |
| Empowered Funds, LLC | 9,389 | $638.9K | 0.01% | +4,065+76.4% | Added |
| Heritage Financial Services, LLC | 9,432 | $641.8K | 0.09% | −1,329−12.4% | Reduced |
| Finivi Inc. | 9,457 | $643.5K | 0.52% | +6+0.1% | Added |
| Greenleaf Trust | 9,563 | $650.8K | 0.01% | +1,372+16.8% | Added |
| Modern Wealth Management, LLC | 9,607 | $653.7K | 0.04% | +78+0.8% | Added |
| Baker Ellis Asset Management LLC | 9,689 | $659.3K | 0.09% | −80−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,107 | $663.1K | 0.00% | +7,513+78.3% | Added |
| NorthRock Partners, LLC | 9,901 | $673.7K | 0.02% | −925−8.5% | Reduced |
| Regions Financial Corp | 9,931 | $675.8K | 0.00% | +19+0.2% | Added |
| Amica Mutual Insurance Co | 9,930 | $676.0K | 0.07% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 9,940 | $676.4K | 0.02% | −603−5.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,049 | $683.9K | 0.09% | +918+10.1% | Added |
| Veriti Management LLC | 10,051 | $684.0K | 0.04% | +1,345+15.4% | Added |
| QRG Capital Management, Inc. | 10,127 | $689.2K | 0.01% | +1,222+13.7% | Added |
| Sherbrooke Park Advisers LLC | 10,204 | $694.4K | 0.16% | −1,215−10.6% | Reduced |
| Vestcor Inc | 10,248 | $697.0K | 0.02% | −3,895−27.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,262 | $697.5K | 0.00% | −1,362−11.7% | Reduced |
| Proequities, Inc. | 10,435 | $710.1K | 0.04% | −732−6.6% | Reduced |
| Claro Advisors LLC | 10,471 | $712.6K | 0.09% | +693+7.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,581 | $720.0K | 0.05% | −781−6.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,673 | $726.3K | 0.05% | +20.0% | Added |
| Sowa Financial Group, Inc. | 10,874 | $740.0K | 0.47% | −189−1.7% | Reduced |
| Wilkins Investment Counsel Inc | 10,952 | $745.3K | 0.10% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10,983 | $747.0K | 0.26% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,072 | $753.5K | 0.03% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 12,570 | $764.8K | 0.11% | −590−4.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,328 | $770.9K | 0.02% | +117+1.0% | Added |
| Huber Capital Management LLC | 11,419 | $777.1K | 0.16% | +500+4.6% | Added |
| ISAM Funds (UK) Ltd | 11,575 | $787.7K | 0.45% | +11,575 | New |
| Investment Management Corp of Ontario | 11,663 | $793.7K | 0.02% | +3,900+50.2% | Added |
| Savant Capital, LLC | 11,855 | $806.7K | 0.01% | −1,664−12.3% | Reduced |
| Signaturefd, LLC | 11,930 | $811.8K | 0.02% | +206+1.8% | Added |
| Spirit of America Management Corp | 11,950 | $813.2K | 0.16% | +2,300+23.8% | Added |
| Empirical Finance, LLC | 12,039 | $819.3K | 0.05% | +267+2.3% | Added |
| Inceptionr LLC | 12,106 | $823.8K | 0.20% | +12,106 | New |
| Omers Administration Corp | 12,143 | $826.3K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 12,306 | $837.5K | 0.00% | +232+1.9% | Added |
| McDonald Partners LLC | 12,358 | $841.0K | 0.21% | +137+1.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,371 | $842.3K | 0.01% | −310−2.4% | Reduced |
| Shell Asset Management Co | 12,409 | $844.0K | 0.04% | +12,409 | New |
| Armstrong Advisory Group, Inc | 12,415 | $844.8K | 0.07% | −243−1.9% | Reduced |
| Resources Investment Advisors, LLC. | 12,436 | $846.3K | 0.01% | −173−1.4% | Reduced |
| Financial Counselors Inc | 12,517 | $851.8K | 0.01% | +148+1.2% | Added |
| Prosperity Consulting Group, LLC | 12,537 | $853.1K | 0.07% | +12,537 | New |
| GTS Securities LLC | 12,615 | $858.5K | 0.02% | +12,615 | New |
| Federation des caisses Desjardins du Quebec | 12,652 | $860.9K | 0.00% | −937−6.9% | Reduced |