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 |
|---|---|---|---|---|---|
| Bensler, LLC | 5,568 | $378.9K | 0.05% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,543 | $377.2K | 0.01% | −2,717−32.9% | Reduced |
| GAMMA Investing LLC | 5,520 | $375.6K | 0.04% | −349−5.9% | Reduced |
| Alpha Family Trust | 5,440 | $370.2K | 0.21% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $369.9K | 0.22% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 5,415 | $368.5K | 0.00% | +5,415 | New |
| Barry Investment Advisors, LLC | 5,410 | $368.1K | 0.11% | +10.0% | Added |
| Wedbush Securities Inc | 5,409 | $368.0K | 0.01% | +155+3.0% | Added |
| XTX Topco Ltd | 5,370 | $365.4K | 0.03% | −33,040−86.0% | Reduced |
| Quadrant Capital Group LLC | 5,349 | $364.0K | 0.03% | +243+4.8% | Added |
| Qsemble Capital Management, LP | 5,349 | $364.0K | 0.07% | +5,349 | New |
| Glenview Trust Co | 5,292 | $360.1K | 0.01% | +45+0.9% | Added |
| Consilium Wealth Advisory, LLC | 5,272 | $358.8K | 0.20% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,271 | $358.6K | 0.02% | +4,300+442.8% | Added |
| Raymond James Trust N.A. | 5,219 | $355.2K | 0.01% | −30−0.6% | Reduced |
| Oxler Private Wealth LLC | 5,217 | $355.0K | 0.12% | +47+0.9% | Added |
| Advisor OS, LLC | 5,055 | $344.0K | 0.03% | +5,055 | New |
| Beaumont Financial Advisors, LLC | 5,006 | $340.7K | 0.03% | +23+0.5% | Added |
| Flputnam Investment Management Co | 4,998 | $340.1K | 0.01% | +392+8.5% | Added |
| MBB Public Markets I LLC | 4,950 | $336.8K | 0.03% | −19,950−80.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,922 | $334.9K | 0.11% | −100−2.0% | Reduced |
| Spinnaker Trust | 4,915 | $334.5K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,870 | $331.4K | 0.02% | −531−9.8% | Reduced |
| Vise Technologies, Inc. | 4,856 | $330.5K | 0.04% | +4,856 | New |
| Horizon Investments, LLC | 4,849 | $330.0K | 0.01% | −204−4.0% | Reduced |
| Bleakley Financial Group, LLC | 4,832 | $328.8K | 0.01% | −369−7.1% | Reduced |
| Charter Trust Co | 4,780 | $325.3K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,768 | $324.4K | 0.05% | +370+8.4% | Added |
| Destination Wealth Management | 4,737 | $322.4K | 0.01% | +58+1.2% | Added |
| J.W. Cole Advisors, Inc. | 4,710 | $320.5K | 0.01% | +4+0.1% | Added |
| Blueshift Asset Management, LLC | 4,695 | $319.5K | 0.08% | +4,695 | New |
| Summit Trail Advisors, LLC | 4,677 | $318.3K | 0.01% | +471+11.2% | Added |
| Clarius Group, LLC | 4,601 | $312.8K | 0.02% | −164−3.4% | Reduced |
| Nwam LLC | 4,584 | $312.0K | 0.02% | +4,584 | New |
| Shore Point Advisors, LLC | 4,542 | $309.1K | 0.17% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,520 | $307.6K | 0.01% | −906−16.7% | Reduced |
| Trueblood Wealth Management, LLC | 4,493 | $305.8K | 0.15% | +20.0% | Added |
| MJP Associates Inc | 4,428 | $301.3K | 0.06% | +4,428 | New |
| Parallel Advisors, LLC | 4,422 | $301.0K | 0.01% | +623+16.4% | Added |
| Grace & White Inc | 4,418 | $300.6K | 0.05% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 4,521 | $299.4K | 0.04% | −89−1.9% | Reduced |
| IHT Wealth Management, LLC | 4,383 | $298.2K | 0.01% | −52−1.2% | Reduced |
| Dynasty Wealth Management, LLC | 4,359 | $296.7K | 0.01% | −19−0.4% | Reduced |
| Old North State Wealth Management, LLC | 4,328 | $294.7K | 0.17% | +557+14.8% | Added |
| Stablepoint Partners, LLC | 4,324 | $294.2K | 0.05% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,300 | $292.6K | 0.19% | +51+1.2% | Added |
| SageView Advisory Group, LLC | 4,294 | $292.2K | 0.01% | −370−7.9% | Reduced |
| Thomasville National Bank | 4,286 | $291.7K | 0.02% | −120−2.7% | Reduced |
| Formidable Asset Management, LLC | 4,252 | $289.3K | 0.05% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,250 | $289.3K | 0.10% | +4,250 | New |
| Clifford Swan Investment Counsel LLC | 4,250 | $289.2K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,357 | $288.4K | 0.02% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,219 | $287.1K | 0.03% | +380+9.9% | Added |
| Ballentine Partners, LLC | 4,214 | $286.8K | 0.00% | +38+0.9% | Added |
| Machina Capital S.A.S. | 4,187 | $284.9K | 0.11% | −3,550−45.9% | Reduced |
| Qube Research & Technologies Ltd | 4,170 | $283.8K | 0.00% | +4,170 | New |
| Snowden Capital Advisors LLC | 4,167 | $283.6K | 0.01% | +89+2.2% | Added |
| LVW Advisors, LLC | 4,163 | $283.3K | 0.04% | −1,235−22.9% | Reduced |
| Davenport & Co LLC | 4,162 | $283.2K | 0.00% | −5−0.1% | Reduced |
| Vident Advisory, LLC | 4,122 | $280.6K | 0.01% | +94+2.3% | Added |
| Catalyst Financial Partners LLC | 4,086 | $278.1K | 0.05% | +461+12.7% | Added |
| Graypoint LLC | 4,084 | $277.9K | 0.02% | +344+9.2% | Added |
| Pensionmark Financial Group, LLC | 4,077 | $277.4K | 0.01% | +4,077 | New |
| Jones Financial Companies LLLP | 4,075 | $275.8K | 0.00% | +1,668+69.3% | Added |
| Viking Fund Management LLC | 4,000 | $272.2K | 0.04% | +4,000 | New |
| Brophy Wealth Management, LLC | 3,986 | $271.2K | 0.10% | +3,986 | New |
| Independent Advisor Alliance | 3,970 | $270.2K | 0.01% | −1,476−27.1% | Reduced |
| HighPoint Advisor Group LLC | 4,239 | $269.9K | 0.02% | −424−9.1% | Reduced |
| Bryn Mawr Trust Co | 3,964 | $269.8K | 0.00% | +3,964 | New |
| Gotham Asset Management, LLC | 3,948 | $268.7K | 0.00% | +3,948 | New |
| RFG Advisory, LLC | 3,947 | $268.6K | 0.01% | −8−0.2% | Reduced |
| Frank, Rimerman Advisors LLC | 3,947 | $268.6K | 0.02% | −39,320−90.9% | Reduced |
| Melfa Wealth Management, LLC | 3,941 | $268.2K | 0.18% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,921 | $266.8K | 0.08% | +2+0.1% | Added |
| Kingsview Wealth Management, LLC | 3,920 | $266.8K | 0.01% | −455−10.4% | Reduced |
| Sterling Investment Counsel, LLC | 3,910 | $266.1K | 0.09% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,897 | $265.2K | 0.01% | −10.0% | Reduced |
| Kesler, Norman & Wride, LLC | 3,897 | $265.2K | 0.05% | −1,635−29.6% | Reduced |
| Fortis Group Advisors, LLC | 3,891 | $264.8K | 0.05% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,864 | $262.9K | 0.03% | −217−5.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,830 | $260.6K | 0.02% | +27+0.7% | Added |
| Prio Wealth Limited Partnership | 3,803 | $258.8K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,770 | $256.7K | 0.01% | −452−10.7% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $252.9K | 0.16% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,691 | $251.2K | 0.01% | −783−17.5% | Reduced |
| Apella Capital, LLC | 3,752 | $250.2K | 0.01% | +3,752 | New |
| Cerro Pacific Wealth Advisors LLC | 4,409 | $250.0K | 0.09% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 3,674 | $250.0K | 0.25% | +25+0.7% | Added |
| Johnson Investment Counsel Inc | 3,668 | $249.6K | 0.00% | +3,668 | New |
| Cigna Investments Inc | 3,658 | $249.0K | 0.04% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,622 | $246.0K | 0.00% | +68+1.9% | Added |
| Flynn Zito Capital Management, LLC | 3,611 | $245.7K | 0.12% | +3,611 | New |
| Hamilton Capital, LLC | 3,728 | $245.5K | 0.02% | 00.0% | Unchanged |
| Everett Harris & Co | 3,593 | $244.5K | 0.00% | +3,593 | New |
| Accurate Wealth Management, LLC | 3,708 | $242.5K | 0.05% | −11−0.3% | Reduced |
| Aaron Wealth Advisors | 3,541 | $241.0K | 0.03% | +3,541 | New |
| Cadence Wealth Management LLC | 3,521 | $239.6K | 0.19% | +3,521 | New |
| Central Trust Co | 3,519 | $239.5K | 0.01% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 3,514 | $239.1K | 0.01% | −135−3.7% | Reduced |
| LGT Group Foundation | 3,585 | $239.0K | 0.00% | 00.0% | Unchanged |