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 |
|---|---|---|---|---|---|
| Vestcor Inc | 10,248 | $697.0K | 0.02% | −3,895−27.5% | Reduced |
| Sherbrooke Park Advisers LLC | 10,204 | $694.4K | 0.16% | −1,215−10.6% | Reduced |
| QRG Capital Management, Inc. | 10,127 | $689.2K | 0.01% | +1,222+13.7% | Added |
| Veriti Management LLC | 10,051 | $684.0K | 0.04% | +1,345+15.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,049 | $683.9K | 0.09% | +918+10.1% | Added |
| Miller Howard Investments Inc | 9,940 | $676.4K | 0.02% | −603−5.7% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $676.0K | 0.07% | 00.0% | Unchanged |
| Regions Financial Corp | 9,931 | $675.8K | 0.00% | +19+0.2% | Added |
| NorthRock Partners, LLC | 9,901 | $673.7K | 0.02% | −925−8.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,107 | $663.1K | 0.00% | +7,513+78.3% | Added |
| Baker Ellis Asset Management LLC | 9,689 | $659.3K | 0.09% | −80−0.8% | Reduced |
| Modern Wealth Management, LLC | 9,607 | $653.7K | 0.04% | +78+0.8% | Added |
| Greenleaf Trust | 9,563 | $650.8K | 0.01% | +1,372+16.8% | Added |
| Finivi Inc. | 9,457 | $643.5K | 0.52% | +6+0.1% | Added |
| Heritage Financial Services, LLC | 9,432 | $641.8K | 0.09% | −1,329−12.4% | Reduced |
| Empowered Funds, LLC | 9,389 | $638.9K | 0.01% | +4,065+76.4% | Added |
| V-Square Quantitative Management LLC | 9,368 | $637.5K | 0.09% | +540+6.1% | Added |
| Mystic Asset Management, Inc. | 9,275 | $631.2K | 0.24% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 9,221 | $627.5K | 0.03% | +74+0.8% | Added |
| Live Oak Private Wealth LLC | 9,148 | $622.5K | 0.10% | +9,148 | New |
| Chatham Capital Group, Inc. | 9,031 | $614.6K | 0.10% | −157−1.7% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $612.5K | 0.08% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 8,970 | $610.4K | 0.00% | −392−4.2% | Reduced |
| New England Capital Financial Advisors LLC | 8,945 | $608.7K | 0.32% | −435−4.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,904 | $605.9K | 0.01% | −1,191−11.8% | Reduced |
| First Manhattan Co | 8,876 | $604.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 8,857 | $602.7K | 0.00% | −764−7.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,848 | $602.1K | 0.01% | +28+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 8,845 | $601.9K | 0.01% | −18−0.2% | Reduced |
| Aigen Investment Management, LP | 8,821 | $600.3K | 0.12% | −263−2.9% | Reduced |
| Bessemer Group Inc | 8,821 | $600.0K | 0.00% | +4,055+85.1% | Added |
| Valmark Advisers, Inc. | 8,814 | $599.8K | 0.01% | −44−0.5% | Reduced |
| Coldstream Capital Management Inc | 8,830 | $597.8K | 0.01% | +899+11.3% | Added |
| Tocqueville Asset Management L.P. | 8,761 | $596.2K | 0.01% | −7,475−46.0% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $592.9K | 0.37% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,688 | $591.2K | 0.01% | −9−0.1% | Reduced |
| My Legacy Advisors, LLC | 8,611 | $586.0K | 0.23% | −2,256−20.8% | Reduced |
| First Hawaiian Bank | 8,371 | $569.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8,368 | $569.5K | 0.04% | −337−3.9% | Reduced |
| SpiderRock Advisors, LLC | 8,360 | $568.9K | 0.01% | +3,746+81.2% | Added |
| Beacon Pointe Advisors, LLC | 8,280 | $563.4K | 0.01% | −5,109−38.2% | Reduced |
| Two Sigma Advisers, LP | 8,100 | $551.2K | 0.00% | −21,800−72.9% | Reduced |
| Grimes & Company, Inc. | 7,877 | $536.0K | 0.01% | −218−2.7% | Reduced |
| Schnieders Capital Management LLC | 7,837 | $533.3K | 0.10% | +1,275+19.4% | Added |
| Welch & Forbes LLC | 7,803 | $531.0K | 0.01% | −450−5.5% | Reduced |
| Apollon Wealth Management, LLC | 7,799 | $530.8K | 0.02% | −368−4.5% | Reduced |
| Allworth Financial LP | 7,763 | $528.3K | 0.00% | −4,356−35.9% | Reduced |
| Mindset Wealth Management, LLC | 7,670 | $521.9K | 0.22% | +7,670 | New |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | −270−3.4% | Reduced |
| Daymark Wealth Partners, LLC | 7,597 | $516.9K | 0.02% | +28+0.4% | Added |
| Leslie Global Wealth, LLC | 7,555 | $514.1K | 0.25% | +7,555 | New |
| Valley Brook Capital Group | 7,528 | $512.3K | 0.37% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,490 | $509.7K | 0.04% | −227−2.9% | Reduced |
| Whittier Trust Co | 7,487 | $509.4K | 0.01% | −99−1.3% | Reduced |
| Brown Advisory Inc | 7,429 | $505.6K | 0.00% | −219−2.9% | Reduced |
| Compagnie Lombard Odier SCmA | 7,374 | $501.8K | 0.01% | +7,374 | New |
| Seeds Investor LLC | 7,324 | $498.4K | 0.19% | +77+1.1% | Added |
| Jump Financial, LLC | 7,314 | $497.7K | 0.01% | −19,988−73.2% | Reduced |
| Evergreen Capital Management LLC | 7,294 | $496.4K | 0.02% | +638+9.6% | Added |
| CFS Investment Advisory Services, LLC | 7,169 | $488.0K | 0.04% | +15+0.2% | Added |
| W.H. Cornerstone Investments Inc. | 7,080 | $482.0K | 0.33% | −216−3.0% | Reduced |
| Berkshire Bank | 7,008 | $476.9K | 0.11% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 6,814 | $463.7K | 0.01% | +544+8.7% | Added |
| Groupama Asset Managment | 8,484 | $463.5K | 0.01% | +162+1.9% | Added |
| Prosperity Wealth Management, Inc. | 6,803 | $462.9K | 0.19% | +40+0.6% | Added |
| Csenge Advisory Group | 7,241 | $462.1K | 0.02% | −386−5.1% | Reduced |
| Belpointe Asset Management LLC | 6,774 | $461.0K | 0.03% | +1,631+31.7% | Added |
| Sachetta, LLC | 6,762 | $460.2K | 0.18% | +5+0.1% | Added |
| MONECO Advisors, LLC | 6,578 | $447.6K | 0.06% | +2,338+55.1% | Added |
| SC&H Financial Advisors, Inc. | 6,519 | $443.6K | 0.10% | −250−3.7% | Reduced |
| Erste Asset Management GmbH | 6,700 | $442.1K | 0.01% | +6,700 | New |
| Gallagher Fiduciary Advisors, LLC | 6,473 | $440.5K | 0.09% | +6,473 | New |
| Dark Forest Capital Management LP | 6,467 | $440.1K | 0.06% | +6,467 | New |
| Atomi Financial Group, Inc. | 6,415 | $436.5K | 0.03% | −378−5.6% | Reduced |
| Wealthspire Advisors, LLC | 6,386 | $434.6K | 0.00% | −6−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 6,335 | $431.1K | 0.01% | +1,357+27.3% | Added |
| Meeder Advisory Services, Inc. | 6,301 | $428.8K | 0.03% | −427−6.3% | Reduced |
| Vinva Investment Management Ltd | 6,348 | $428.6K | 0.02% | +2,313+57.3% | Added |
| Advisors Capital Management, LLC | 6,232 | $424.0K | 0.01% | −477−7.1% | Reduced |
| BKD Wealth Advisors, LLC | 6,163 | $419.4K | 0.01% | −70−1.1% | Reduced |
| Savior LLC | 6,150 | $418.5K | 2.32% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6,147 | $418.3K | 0.00% | +166+2.8% | Added |
| Prossimo Advisors, LLC | 6,069 | $413.0K | 0.30% | +250+4.3% | Added |
| Petrus Trust Company, LTA | 6,067 | $412.9K | 0.04% | +192+3.3% | Added |
| Lido Advisors, LLC | 6,051 | $411.8K | 0.00% | −13,991−69.8% | Reduced |
| Modera Wealth Management, LLC | 6,049 | $411.6K | 0.01% | −384−6.0% | Reduced |
| KCM Investment Advisors LLC | 6,012 | $409.1K | 0.01% | +89+1.5% | Added |
| United Asset Strategies, Inc. | 5,998 | $408.2K | 0.04% | +5,998 | New |
| Asahi Life Asset Management Co., Ltd. | 5,960 | $405.6K | 0.25% | +5,960 | New |
| Welch Group, LLC | 5,936 | $403.9K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,954 | $403.8K | 0.01% | +458+8.3% | Added |
| HBK Sorce Advisory LLC | 5,930 | $403.5K | 0.01% | +111+1.9% | Added |
| Midwest Professional Planners, LTD. | 5,907 | $402.0K | 0.12% | +188+3.3% | Added |
| RSM US Wealth Management LLC | 5,919 | $400.9K | 0.01% | +307+5.5% | Added |
| Huntington National Bank | 5,851 | $398.2K | 0.00% | +132+2.3% | Added |
| Quadcap Wealth Management, LLC | 5,799 | $394.6K | 0.06% | +37+0.6% | Added |
| Blue Fin Capital, Inc. | 5,681 | $386.6K | 0.07% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,635 | $383.5K | 0.02% | −500−8.1% | Reduced |
| Waddell & Associates, LLC | 5,630 | $383.1K | 0.05% | +1,500+36.3% | Added |
| Jmac Enterprises LLC | 5,600 | $381.1K | 0.06% | 00.0% | Unchanged |