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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 584,173 | $39.8M | 0.07% | +12,227+2.1% | Added |
| BNP Paribas Arbitrage, SA | 598,103 | $40.7M | 0.04% | −304,414−33.7% | Reduced |
| Aviva PLC | 605,901 | $41.2M | 0.11% | +13,772+2.3% | Added |
| Millennium Management LLC | 613,040 | $41.7M | 0.04% | −694,357−53.1% | Reduced |
| Bank of Montreal | 625,162 | $42.2M | 0.02% | +30,903+5.2% | Added |
| Invenomic Capital Management LP | 626,648 | $42.6M | 2.35% | −347,339−35.7% | Reduced |
| Ensign Peak Advisors, Inc | 631,451 | $43.0M | 0.08% | +34,540+5.8% | Added |
| New York State Common Retirement Fund | 638,460 | $43.4M | 0.06% | −101,700−13.7% | Reduced |
| Old Republic International Corporation | 644,183 | $43.8M | 1.64% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 646,334 | $44.0M | 0.04% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 660,486 | $44.9M | 0.18% | −314,179−32.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 669,406 | $45.6M | 0.29% | −35,253−5.0% | Reduced |
| Standard Life Aberdeen plc | 698,632 | $47.5M | 0.09% | −56,797−7.5% | Reduced |
| Man Group plc | 714,644 | $48.6M | 0.14% | +229,672+47.4% | Added |
| AQR Capital Management LLC | 718,276 | $48.7M | 0.07% | +547,925+321.6% | Added |
| Rhumbline Advisers | 738,986 | $50.3M | 0.05% | +10,668+1.5% | Added |
| National Bank of Canada | 749,736 | $51.0M | 0.07% | +612,421+446.0% | Added |
| Manufacturers Life Insurance Company, The | 768,997 | $52.3M | 0.05% | −2,010−0.3% | Reduced |
| Anchor Capital Advisors LLC | 772,269 | $52.6M | 1.40% | −12,591−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 808,373 | $55.0M | 0.04% | +3130.0% | Added |
| Duff & Phelps Investment Management Co | 836,850 | $56.9M | 0.65% | −229,064−21.5% | Reduced |
| Gabelli Funds LLC | 838,750 | $57.1M | 0.41% | −9,600−1.1% | Reduced |
| Aventail Capital Group, LP | 849,380 | $57.8M | 3.40% | +849,380 | New |
| Russell Investments Group, Ltd. | 864,675 | $58.8M | 0.09% | +9,923+1.2% | Added |
| California State Teachers Retirement System | 896,366 | $61.0M | 0.07% | +70,704+8.6% | Added |
| Mackenzie Financial Corp | 947,520 | $64.5M | 0.09% | +917,975+3,107.0% | Added |
| Boston Trust Walden Corp | 973,279 | $66.2M | 0.46% | −26,564−2.7% | Reduced |
| Swiss National Bank | 1,045,533 | $71.1M | 0.05% | +10,200+1.0% | Added |
| Macquarie Group Ltd | 1,057,198 | $71.9M | 0.08% | −181,201−14.6% | Reduced |
| Barclays PLC | 1,095,966 | $74.6M | 0.03% | +150,535+15.9% | Added |
| NFJ Investment Group, LLC | 1,142,384 | $77.7M | 2.27% | −140,765−11.0% | Reduced |
| Wells Fargo & Company | 1,169,845 | $79.6M | 0.02% | −203,459−14.8% | Reduced |
| Empower Advisory Group, LLC | 1,176,232 | $80.0M | 0.27% | +39,863+3.5% | Added |
| First Trust Advisors LP | 1,200,043 | $81.7M | 0.08% | −127,176−9.6% | Reduced |
| Nordea Investment Management AB | 1,225,319 | $83.3M | 0.09% | −3,541,930−74.3% | Reduced |
| Pictet Asset Management Holding SA | 1,300,789 | $88.5M | 0.10% | −67,117−4.9% | Reduced |
| Dimensional Fund Advisors LP | 1,406,434 | $95.7M | 0.02% | +83,115+6.3% | Added |
| JPMorgan Chase & Co | 1,418,109 | $96.5M | 0.01% | +13,908+1.0% | Added |
| M&G Plc | 1,445,892 | $98.3M | 0.50% | −180,793−11.1% | Reduced |
| California Public Employees Retirement System | 1,620,580 | $110.3M | 0.08% | +24,607+1.5% | Added |
| ClearBridge Investments Ltd | 1,752,816 | $119.3M | 2.99% | −491,006−21.9% | Reduced |
| Bank of America Corp | 1,776,121 | $120.9M | 0.01% | +111,902+6.7% | Added |
| Cohen & Steers, Inc. | 1,836,739 | $125.0M | 0.22% | +189,072+11.5% | Added |
| HSBC Holdings PLC | 2,074,463 | $141.1M | 0.09% | +308,982+17.5% | Added |
| Franklin Resources Inc | 2,415,395 | $154.6M | 0.04% | −9,274−0.4% | Reduced |
| Royal Bank of Canada | 2,468,844 | $168.0M | 0.04% | +115,520+4.9% | Added |
| UBS Group AG | 2,488,853 | $169.4M | 0.05% | +287,060+13.0% | Added |
| Deutsche Bank AG | 2,530,424 | $172.2M | 0.07% | −219,133−8.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,665,257 | $181.4M | 0.36% | +140,794+5.6% | Added |
| Bank of New York Mellon Corp | 2,895,128 | $197.0M | 0.04% | −240,524−7.7% | Reduced |
| Northern Trust Corp | 3,135,174 | $213.3M | 0.03% | −118,108−3.6% | Reduced |
| Public Sector Pension Investment Board | 3,387,881 | $230.5M | 1.24% | +2,600+0.1% | Added |
| Norges Bank | 3,440,281 | $234.1M | 0.03% | +164,061+5.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,310,733 | $293.3M | 0.67% | +273,985+6.8% | Added |
| Amundi | 4,902,728 | $312.4M | 0.12% | −245,943−4.8% | Reduced |
| American Century Companies Inc | 4,682,701 | $318.7M | 0.19% | +76,327+1.7% | Added |
| UBS Asset Management Americas Inc | 4,956,214 | $337.3M | 0.09% | +216,630+4.6% | Added |
| Invesco Ltd. | 5,153,872 | $350.7M | 0.07% | +182,094+3.7% | Added |
| Goldman Sachs Group Inc | 5,280,639 | $359.3M | 0.07% | +138,159+2.7% | Added |
| Morgan Stanley | 5,337,646 | $363.2M | 0.03% | +567,129+11.9% | Added |
| Legal & General Group Plc | 5,528,081 | $376.2M | 0.10% | −157,896−2.8% | Reduced |
| Magellan Asset Management Ltd | 5,583,963 | $380.0M | 3.78% | +280,306+5.3% | Added |
| Nuveen Asset Management, LLC | 5,878,257 | $400.0M | 0.11% | +1,381,166+30.7% | Added |
| FMR LLC | 7,019,064 | $477.6M | 0.03% | +185,381+2.7% | Added |
| Geode Capital Management, LLC | 9,040,171 | $613.2M | 0.05% | +268,588+3.1% | Added |
| Charles Schwab Investment Management Inc | 9,706,866 | $660.4M | 0.13% | −25,270−0.3% | Reduced |
| Wellington Management Group LLP | 11,885,124 | $808.8M | 0.14% | +11,885,124 | New |
| State Street Corp | 25,539,895 | $1.74B | 0.07% | +430,587+1.7% | Added |
| BlackRock, Inc. | 38,081,568 | $2.59B | 0.05% | +38,081,568 | New |
| Vanguard Group Inc | 43,222,644 | $2.94B | 0.05% | +1,024,520+2.4% | Added |
| International Assets Investment Management, LLC | 254,567 | – | – | +254,567 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,251,405−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −467,268−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −90,786−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −71,949−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −39,647−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −33,036−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −31,214−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −30,938−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −26,032−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,703−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,530−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −11,398−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,111−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,475−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,830−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,197−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| S. R. Schill & Associates | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |