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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 22,724 | $1.55M | 0.00% | +22,724 | New |
| Baird Financial Group, Inc. | 22,619 | $1.54M | 0.00% | −29,269−56.4% | Reduced |
| Tower Research Capital LLC (TRC) | 22,478 | $1.53M | 0.04% | −69,607−75.6% | Reduced |
| Scientech Research LLC | 22,341 | $1.52M | 0.30% | −11,276−33.5% | Reduced |
| Hartford Investment Management Co | 22,181 | $1.51M | 0.05% | −259−1.2% | Reduced |
| Bard Financial Services, Inc. | 21,715 | $1.48M | 0.17% | +15,419+244.9% | Added |
| Steward Partners Investment Advisory, LLC | 21,704 | $1.48M | 0.01% | +35+0.2% | Added |
| Profund Advisors LLC | 21,559 | $1.47M | 0.06% | +2,109+10.8% | Added |
| First PREMIER Bank | 21,512 | $1.46M | 0.36% | −1,073−4.8% | Reduced |
| MML Investors Services, LLC | 21,435 | $1.46M | 0.01% | +6,069+39.5% | Added |
| Crossmark Global Holdings, Inc. | 21,327 | $1.45M | 0.03% | +15+0.1% | Added |
| D.A. Davidson & Co. | 21,317 | $1.45M | 0.01% | +48+0.2% | Added |
| Simplex Trading, LLC | 21,311 | $1.45M | 0.05% | +14,715+223.1% | Added |
| AE Wealth Management LLC | 21,015 | $1.43M | 0.01% | −539−2.5% | Reduced |
| Atria Investments LLC | 20,913 | $1.42M | 0.02% | +7,984+61.8% | Added |
| Brookstone Capital Management | 20,826 | $1.42M | 0.02% | −5,999−22.4% | Reduced |
| JB Capital LLC | 20,625 | $1.40M | 0.08% | +666+3.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 20,461 | $1.39M | 0.02% | +415+2.1% | Added |
| Essex Financial Services, Inc. | 20,919 | $1.39M | 0.10% | −1,164−5.3% | Reduced |
| Bollard Group LLC | 20,355 | $1.39M | 0.04% | +14,340+238.4% | Added |
| Truist Financial Corp | 20,247 | $1.38M | 0.00% | +1,896+10.3% | Added |
| Louisiana State Employees Retirement System | 20,100 | $1.37M | 0.03% | +200+1.0% | Added |
| Rakuten Investment Management, Inc. | 20,156 | $1.36M | 0.01% | +5,193+34.7% | Added |
| Sanctuary Advisors, LLC | 21,358 | $1.35M | 0.01% | +5,203+32.2% | Added |
| Bayesian Capital Management, LP | 19,881 | $1.35M | 0.16% | +19,881 | New |
| Securian Asset Management, Inc | 19,677 | $1.34M | 0.04% | −447−2.2% | Reduced |
| Ascent Group, LLC | 19,433 | $1.32M | 0.10% | −438−2.2% | Reduced |
| United Capital Financial Advisers, LLC | 19,363 | $1.32M | 0.01% | −1,068−5.2% | Reduced |
| Legacy Wealth Management, LLC | 19,230 | $1.31M | 0.48% | −2,435−11.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.28M | 0.11% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 18,790 | $1.28M | 0.05% | +1,519+8.8% | Added |
| Avantax Advisory Services, Inc. | 18,303 | $1.25M | 0.01% | +668+3.8% | Added |
| Private Advisor Group, LLC | 18,253 | $1.24M | 0.01% | −861−4.5% | Reduced |
| Icon Advisers Inc | 18,000 | $1.22M | 0.26% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 17,769 | $1.21M | 1.19% | +915+5.4% | Added |
| Principle Wealth Partners LLC | 17,711 | $1.21M | 0.09% | −76−0.4% | Reduced |
| Kestra Advisory Services, LLC | 17,401 | $1.18M | 0.01% | −1,573−8.3% | Reduced |
| New Mexico Educational Retirement Board | 17,216 | $1.17M | 0.04% | −400−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 17,209 | $1.17M | 0.01% | −169−1.0% | Reduced |
| Pensionfund Sabic | 17,200 | $1.17M | 0.37% | −1,800−9.5% | Reduced |
| Epoch Investment Partners, Inc. | 17,015 | $1.16M | 0.01% | −295−1.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,981 | $1.16M | 0.07% | +8,272+95.0% | Added |
| PFG Investments, LLC | 16,787 | $1.14M | 0.07% | +10.0% | Added |
| Metis Global Partners, LLC | 16,741 | $1.14M | 0.04% | −6,491−27.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 16,700 | $1.14M | 0.10% | −4,110−19.8% | Reduced |
| Great Oak Capital Partners, LLC | 17,310 | $1.13M | 0.39% | +33+0.2% | Added |
| DC Investments Management, LLC | 16,472 | $1.12M | 0.78% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 16,415 | $1.12M | 0.00% | +577+3.6% | Added |
| EP Wealth Advisors, LLC | 16,387 | $1.12M | 0.01% | −100−0.6% | Reduced |
| Norinchukin Bank, The | 16,286 | $1.11M | 0.03% | +3,180+24.3% | Added |
| DRW Securities, LLC | 16,094 | $1.10M | 0.06% | +16,094 | New |
| Benjamin Edwards Inc | 15,954 | $1.09M | 0.02% | +15,546+3,810.3% | Added |
| NEOS Investment Management LLC | 15,864 | $1.08M | 0.03% | +3,248+25.7% | Added |
| Park Avenue Securities LLC | 15,509 | $1.05M | 0.01% | −800−4.9% | Reduced |
| Code Waechter LLC | 15,251 | $1.04M | 0.99% | +15,251 | New |
| Union Savings Bank | 14,927 | $1.02M | 0.50% | +1,049+7.6% | Added |
| nVerses Capital, LLC | 14,700 | $1.00M | 0.46% | +6,200+72.9% | Added |
| Northwestern Mutual Wealth Management Co | 14,587 | $992.6K | 0.00% | +1,081+8.0% | Added |
| Ameritas Investment Partners, Inc. | 14,120 | $960.9K | 0.03% | −661−4.5% | Reduced |
| Rockland Trust Co | 14,052 | $956.2K | 0.05% | +275+2.0% | Added |
| Everence Capital Management Inc | 14,030 | $955.0K | 0.06% | −16,270−53.7% | Reduced |
| Presima Inc. | 13,930 | $947.9K | 0.21% | +100+0.7% | Added |
| Toroso Investments, LLC | 13,849 | $942.4K | 0.01% | +689+5.2% | Added |
| Assenagon Asset Management S.A. | 13,547 | $921.9K | 0.00% | −541−3.8% | Reduced |
| Sterling Capital Management LLC | 13,431 | $914.0K | 0.01% | +13,431 | New |
| Flagship Harbor Advisors, LLC | 13,305 | $905.4K | 0.05% | −19,005−58.8% | Reduced |
| Eastern Bank | 13,266 | $902.8K | 0.02% | +7,682+137.6% | Added |
| HB Wealth Management, LLC | 13,231 | $900.4K | 0.01% | +2,130+19.2% | Added |
| PEAK6 Investments LLC | 13,184 | $897.2K | 0.04% | −5,447−29.2% | Reduced |
| Bahl & Gaynor Inc | 13,010 | $885.3K | 0.00% | −6,357−32.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,652 | $860.9K | 0.00% | −937−6.9% | Reduced |
| GTS Securities LLC | 12,615 | $858.5K | 0.02% | +12,615 | New |
| Prosperity Consulting Group, LLC | 12,537 | $853.1K | 0.07% | +12,537 | New |
| Financial Counselors Inc | 12,517 | $851.8K | 0.01% | +148+1.2% | Added |
| Resources Investment Advisors, LLC. | 12,436 | $846.3K | 0.01% | −173−1.4% | Reduced |
| Armstrong Advisory Group, Inc | 12,415 | $844.8K | 0.07% | −243−1.9% | Reduced |
| Shell Asset Management Co | 12,409 | $844.0K | 0.04% | +12,409 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,371 | $842.3K | 0.01% | −310−2.4% | Reduced |
| McDonald Partners LLC | 12,358 | $841.0K | 0.21% | +137+1.1% | Added |
| Fisher Asset Management, LLC | 12,306 | $837.5K | 0.00% | +232+1.9% | Added |
| Omers Administration Corp | 12,143 | $826.3K | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 12,106 | $823.8K | 0.20% | +12,106 | New |
| Empirical Finance, LLC | 12,039 | $819.3K | 0.05% | +267+2.3% | Added |
| Spirit of America Management Corp | 11,950 | $813.2K | 0.16% | +2,300+23.8% | Added |
| Signaturefd, LLC | 11,930 | $811.8K | 0.02% | +206+1.8% | Added |
| Savant Capital, LLC | 11,855 | $806.7K | 0.01% | −1,664−12.3% | Reduced |
| Investment Management Corp of Ontario | 11,663 | $793.7K | 0.02% | +3,900+50.2% | Added |
| ISAM Funds (UK) Ltd | 11,575 | $787.7K | 0.45% | +11,575 | New |
| Huber Capital Management LLC | 11,419 | $777.1K | 0.16% | +500+4.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,328 | $770.9K | 0.02% | +117+1.0% | Added |
| Paradigm Financial Partners, LLC | 12,570 | $764.8K | 0.11% | −590−4.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,072 | $753.5K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10,983 | $747.0K | 0.26% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 10,952 | $745.3K | 0.10% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 10,874 | $740.0K | 0.47% | −189−1.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,673 | $726.3K | 0.05% | +20.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,581 | $720.0K | 0.05% | −781−6.9% | Reduced |
| Claro Advisors LLC | 10,471 | $712.6K | 0.09% | +693+7.1% | Added |
| Proequities, Inc. | 10,435 | $710.1K | 0.04% | −732−6.6% | Reduced |
| Rockefeller Capital Management L.P. | 10,262 | $697.5K | 0.00% | −1,362−11.7% | Reduced |