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 |
|---|---|---|---|---|---|
| Bahl & Gaynor Inc | 13,010 | $885.3K | 0.00% | −6,357−32.8% | Reduced |
| PEAK6 Investments LLC | 13,184 | $897.2K | 0.04% | −5,447−29.2% | Reduced |
| HB Wealth Management, LLC | 13,231 | $900.4K | 0.01% | +2,130+19.2% | Added |
| Eastern Bank | 13,266 | $902.8K | 0.02% | +7,682+137.6% | Added |
| Flagship Harbor Advisors, LLC | 13,305 | $905.4K | 0.05% | −19,005−58.8% | Reduced |
| Sterling Capital Management LLC | 13,431 | $914.0K | 0.01% | +13,431 | New |
| Assenagon Asset Management S.A. | 13,547 | $921.9K | 0.00% | −541−3.8% | Reduced |
| Toroso Investments, LLC | 13,849 | $942.4K | 0.01% | +689+5.2% | Added |
| Presima Inc. | 13,930 | $947.9K | 0.21% | +100+0.7% | Added |
| Everence Capital Management Inc | 14,030 | $955.0K | 0.06% | −16,270−53.7% | Reduced |
| Rockland Trust Co | 14,052 | $956.2K | 0.05% | +275+2.0% | Added |
| Ameritas Investment Partners, Inc. | 14,120 | $960.9K | 0.03% | −661−4.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,587 | $992.6K | 0.00% | +1,081+8.0% | Added |
| nVerses Capital, LLC | 14,700 | $1.00M | 0.46% | +6,200+72.9% | Added |
| Union Savings Bank | 14,927 | $1.02M | 0.50% | +1,049+7.6% | Added |
| Code Waechter LLC | 15,251 | $1.04M | 0.99% | +15,251 | New |
| Park Avenue Securities LLC | 15,509 | $1.05M | 0.01% | −800−4.9% | Reduced |
| NEOS Investment Management LLC | 15,864 | $1.08M | 0.03% | +3,248+25.7% | Added |
| Benjamin Edwards Inc | 15,954 | $1.09M | 0.02% | +15,546+3,810.3% | Added |
| DRW Securities, LLC | 16,094 | $1.10M | 0.06% | +16,094 | New |
| Norinchukin Bank, The | 16,286 | $1.11M | 0.03% | +3,180+24.3% | Added |
| EP Wealth Advisors, LLC | 16,387 | $1.12M | 0.01% | −100−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 16,415 | $1.12M | 0.00% | +577+3.6% | Added |
| DC Investments Management, LLC | 16,472 | $1.12M | 0.78% | 00.0% | Unchanged |
| Great Oak Capital Partners, LLC | 17,310 | $1.13M | 0.39% | +33+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 16,700 | $1.14M | 0.10% | −4,110−19.8% | Reduced |
| Metis Global Partners, LLC | 16,741 | $1.14M | 0.04% | −6,491−27.9% | Reduced |
| PFG Investments, LLC | 16,787 | $1.14M | 0.07% | +10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,981 | $1.16M | 0.07% | +8,272+95.0% | Added |
| Epoch Investment Partners, Inc. | 17,015 | $1.16M | 0.01% | −295−1.7% | Reduced |
| Pensionfund Sabic | 17,200 | $1.17M | 0.37% | −1,800−9.5% | Reduced |
| Sequoia Financial Advisors, LLC | 17,209 | $1.17M | 0.01% | −169−1.0% | Reduced |
| New Mexico Educational Retirement Board | 17,216 | $1.17M | 0.04% | −400−2.3% | Reduced |
| Kestra Advisory Services, LLC | 17,401 | $1.18M | 0.01% | −1,573−8.3% | Reduced |
| Principle Wealth Partners LLC | 17,711 | $1.21M | 0.09% | −76−0.4% | Reduced |
| Camelot Portfolios, LLC | 17,769 | $1.21M | 1.19% | +915+5.4% | Added |
| Icon Advisers Inc | 18,000 | $1.22M | 0.26% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 18,253 | $1.24M | 0.01% | −861−4.5% | Reduced |
| Avantax Advisory Services, Inc. | 18,303 | $1.25M | 0.01% | +668+3.8% | Added |
| CAPROCK Group, Inc. | 18,790 | $1.28M | 0.05% | +1,519+8.8% | Added |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.28M | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 19,230 | $1.31M | 0.48% | −2,435−11.2% | Reduced |
| United Capital Financial Advisers, LLC | 19,363 | $1.32M | 0.01% | −1,068−5.2% | Reduced |
| Ascent Group, LLC | 19,433 | $1.32M | 0.10% | −438−2.2% | Reduced |
| Securian Asset Management, Inc | 19,677 | $1.34M | 0.04% | −447−2.2% | Reduced |
| Bayesian Capital Management, LP | 19,881 | $1.35M | 0.16% | +19,881 | New |
| Sanctuary Advisors, LLC | 21,358 | $1.35M | 0.01% | +5,203+32.2% | Added |
| Rakuten Investment Management, Inc. | 20,156 | $1.36M | 0.01% | +5,193+34.7% | Added |
| Louisiana State Employees Retirement System | 20,100 | $1.37M | 0.03% | +200+1.0% | Added |
| Truist Financial Corp | 20,247 | $1.38M | 0.00% | +1,896+10.3% | Added |
| Bollard Group LLC | 20,355 | $1.39M | 0.04% | +14,340+238.4% | Added |
| Essex Financial Services, Inc. | 20,919 | $1.39M | 0.10% | −1,164−5.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 20,461 | $1.39M | 0.02% | +415+2.1% | Added |
| JB Capital LLC | 20,625 | $1.40M | 0.08% | +666+3.3% | Added |
| Brookstone Capital Management | 20,826 | $1.42M | 0.02% | −5,999−22.4% | Reduced |
| Atria Investments LLC | 20,913 | $1.42M | 0.02% | +7,984+61.8% | Added |
| AE Wealth Management LLC | 21,015 | $1.43M | 0.01% | −539−2.5% | Reduced |
| Simplex Trading, LLC | 21,311 | $1.45M | 0.05% | +14,715+223.1% | Added |
| D.A. Davidson & Co. | 21,317 | $1.45M | 0.01% | +48+0.2% | Added |
| Crossmark Global Holdings, Inc. | 21,327 | $1.45M | 0.03% | +15+0.1% | Added |
| MML Investors Services, LLC | 21,435 | $1.46M | 0.01% | +6,069+39.5% | Added |
| First PREMIER Bank | 21,512 | $1.46M | 0.36% | −1,073−4.8% | Reduced |
| Profund Advisors LLC | 21,559 | $1.47M | 0.06% | +2,109+10.8% | Added |
| Steward Partners Investment Advisory, LLC | 21,704 | $1.48M | 0.01% | +35+0.2% | Added |
| Bard Financial Services, Inc. | 21,715 | $1.48M | 0.17% | +15,419+244.9% | Added |
| Hartford Investment Management Co | 22,181 | $1.51M | 0.05% | −259−1.2% | Reduced |
| Scientech Research LLC | 22,341 | $1.52M | 0.30% | −11,276−33.5% | Reduced |
| Tower Research Capital LLC (TRC) | 22,478 | $1.53M | 0.04% | −69,607−75.6% | Reduced |
| Baird Financial Group, Inc. | 22,619 | $1.54M | 0.00% | −29,269−56.4% | Reduced |
| Marshall Wace, LLP | 22,724 | $1.55M | 0.00% | +22,724 | New |
| Dai-Ichi Life Insurance Company, Ltd | 22,971 | $1.56M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,036 | $1.57M | 0.01% | +1,289+5.9% | Added |
| Mizuho Securities USA LLC | 23,175 | $1.58M | 0.03% | −3,986−14.7% | Reduced |
| Integrated Wealth Concepts LLC | 23,930 | $1.63M | 0.02% | −301−1.2% | Reduced |
| HRT Financial LP | 23,992 | $1.63M | 0.01% | +23,992 | New |
| Colony Group, LLC | 23,390 | $1.67M | 0.01% | −516,647−95.7% | Reduced |
| Allianz SE | 24,584 | $1.67M | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,700 | $1.68M | 0.01% | −1,159−4.5% | Reduced |
| Kentucky Retirement Systems | 24,897 | $1.69M | 0.05% | −1,648−6.2% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $1.70M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 25,280 | $1.72M | 0.08% | +104+0.4% | Added |
| Pacer Advisors, Inc. | 26,194 | $1.78M | 0.00% | +1,394+5.6% | Added |
| Walleye Capital LLC | 26,241 | $1.79M | 0.02% | +26,241 | New |
| Teachers Retirement System of the State of Kentucky | 26,504 | $1.80M | 0.02% | −1,167−4.2% | Reduced |
| Dynamic Advisor Solutions LLC | 26,557 | $1.81M | 0.05% | −30−0.1% | Reduced |
| Argent Financial Group, Inc. | 26,601 | $1.81M | 0.21% | +26,601 | New |
| M&T Bank Corp | 26,867 | $1.83M | 0.01% | −4,903−15.4% | Reduced |
| South Dakota Investment Council | 26,866 | $1.83M | 0.04% | +4,000+17.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.84M | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 27,221 | $1.85M | 0.14% | +13,089+92.6% | Added |
| Bradley Foster & Sargent Inc | 27,387 | $1.86M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 27,504 | $1.87M | 0.05% | −1,345−4.7% | Reduced |
| Redwood Investment Management, LLC | 29,030 | $1.96M | 0.17% | −5,435−15.8% | Reduced |
| Entropy Technologies, LP | 29,527 | $2.01M | 0.21% | +29,527 | New |
| St Germain D J Co Inc | 29,758 | $2.03M | 0.09% | +7,503+33.7% | Added |
| Green Square Capital Advisors LLC | 30,225 | $2.04M | 0.29% | +30,225 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,250 | $2.04M | 0.01% | +6,409+26.9% | Added |
| Northcape Wealth Management, LLC | 30,353 | $2.07M | 0.68% | +402+1.3% | Added |
| Kinneret Advisory, LLC | 30,453 | $2.07M | 0.19% | −398−1.3% | Reduced |
| Oregon Public Employees Retirement Fund | 30,625 | $2.08M | 0.04% | +410+1.4% | Added |