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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 3,498 | $238.0K | 0.01% | −92−2.6% | Reduced |
| Axxcess Wealth Management, LLC | 3,496 | $237.9K | 0.01% | +3,496 | New |
| Pitcairn Co | 3,481 | $236.9K | 0.01% | −449−11.4% | Reduced |
| Sterling Financial Planning, Inc. | 3,452 | $234.9K | 0.09% | +3,452 | New |
| Pine Haven Investment Counsel, Inc | 3,451 | $234.8K | 0.19% | +3,451 | New |
| LongView Wealth Management | 3,450 | $234.8K | 0.07% | +3,450 | New |
| Wealth Alliance | 3,440 | $234.1K | 0.03% | +3,440 | New |
| FC Advisory LLC | 3,435 | $233.7K | 0.08% | +3,435 | New |
| Arete Wealth Advisors, LLC | 3,391 | $231.0K | 0.02% | +3,391 | New |
| Redhawk Wealth Advisors, Inc. | 3,344 | $227.6K | 0.03% | +3,344 | New |
| Crestwood Advisors Group LLC | 3,340 | $227.3K | 0.00% | +3,340 | New |
| Coastal Bridge Advisors, LLC | 3,335 | $226.9K | 0.06% | +3,335 | New |
| McKinley Carter Wealth Services, Inc. | 3,314 | $225.5K | 0.01% | +3,314 | New |
| Net Worth Advisory Group | 3,250 | $221.2K | 0.07% | +3,250 | New |
| MQS Management LLC | 3,204 | $218.0K | 0.12% | −924−22.4% | Reduced |
| Ingalls & Snyder LLC | 3,172 | $216.0K | 0.01% | +3,172 | New |
| Patrick M Sweeney & Associates, Inc | 3,174 | $216.0K | 0.16% | +3,174 | New |
| Sculati Wealth Management, LLC | 3,162 | $215.2K | 0.09% | +3,162 | New |
| StoneX Group Inc. | 3,124 | $212.6K | 0.02% | +3,124 | New |
| Sandy Spring Bank | 3,091 | $210.4K | 0.01% | −168−5.2% | Reduced |
| Parcion Private Wealth LLC | 3,090 | $210.3K | 0.02% | +3,090 | New |
| Cidel Asset Management Inc | 3,089 | $210.2K | 0.01% | +3,089 | New |
| Private Trust Co NA | 3,073 | $209.1K | 0.02% | +840+37.6% | Added |
| Spire Wealth Management | 3,064 | $208.5K | 0.01% | −2,378−43.7% | Reduced |
| Black Diamond Financial, LLC | 3,054 | $207.8K | 0.04% | +3,054 | New |
| Resonant Capital Advisors, LLC | 3,046 | $207.3K | 0.02% | +3,046 | New |
| Thrive Wealth Management, LLC | 3,044 | $207.1K | 0.04% | +3,044 | New |
| Strait & Sound Wealth Management LLC | 3,027 | $206.0K | 0.10% | +3,027 | New |
| Farther Finance Advisors, LLC | 3,000 | $204.2K | 0.01% | +123+4.3% | Added |
| Hardman Johnston Global Advisors LLC | 3,000 | $204.2K | 0.01% | +3,000 | New |
| Woodstock Corp | 2,986 | $203.2K | 0.02% | +2,986 | New |
| Means Investment Co., Inc. | 2,982 | $202.9K | 0.02% | +2,982 | New |
| Mather Group, LLC. | 2,981 | $202.9K | 0.00% | −295−9.0% | Reduced |
| Congress Wealth Management LLC | 2,955 | $201.1K | 0.00% | +2,955 | New |
| Avestar Capital, LLC | 2,951 | $200.8K | 0.02% | +2,951 | New |
| Continuum Advisory, LLC | 3,219 | $197.9K | 0.03% | −511−13.7% | Reduced |
| Virtus ETF Advisers LLC | 2,816 | $191.6K | 0.09% | −244−8.0% | Reduced |
| Albion Financial Group | 2,644 | $179.9K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 2,600 | $176.9K | 0.01% | +2,600 | New |
| NBC Securities, Inc. | 2,563 | $174.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,528 | $172.0K | 0.01% | −388−13.3% | Reduced |
| Stephenson National Bank & Trust | 2,485 | $169.1K | 0.05% | −81−3.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,316 | $157.6K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,250 | $153.1K | 0.01% | +50+2.3% | Added |
| Walleye Trading LLC | 2,228 | $151.6K | 0.00% | −7,592−77.3% | Reduced |
| Centaurus Financial, Inc. | 2,046 | $139.0K | 0.01% | −5−0.2% | Reduced |
| Lindbrook Capital, LLC | 2,005 | $136.4K | 0.01% | −252−11.2% | Reduced |
| AdvisorNet Financial, Inc | 1,998 | $136.0K | 0.01% | +127+6.8% | Added |
| Federated Hermes, Inc. | 1,964 | $133.7K | 0.00% | +1,964 | New |
| Ronald Blue Trust, Inc. | 2,347 | $133.1K | 0.00% | +1,349+135.2% | Added |
| Parkside Financial Bank & Trust | 1,955 | $133.0K | 0.02% | +17+0.9% | Added |
| Richardson Financial Services Inc. | 2,320 | $131.6K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,933 | $131.5K | 0.01% | +62+3.3% | Added |
| Center for Financial Planning, Inc. | 1,803 | $122.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,776 | $119.9K | 0.01% | +1,098+161.9% | Added |
| IFP Advisors, Inc | 1,752 | $119.3K | 0.00% | −491−21.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,746 | $118.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,737 | $118.2K | 0.02% | −106−5.8% | Reduced |
| Capital Analysts, LLC | 1,721 | $117.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,693 | $115.2K | 0.01% | −748−30.6% | Reduced |
| Principal Securities, Inc. | 1,681 | $114.4K | 0.00% | +731+76.9% | Added |
| Exchange Traded Concepts, LLC | 1,679 | $114.3K | 0.00% | +1,679 | New |
| EverSource Wealth Advisors, LLC | 1,678 | $114.2K | 0.01% | +699+71.4% | Added |
| Smithfield Trust Co | 1,673 | $114.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,664 | $113.2K | 0.00% | +71+4.5% | Added |
| Acadian Asset Management LLC | 1,661 | $112.0K | 0.00% | −10,067−85.8% | Reduced |
| Sentry Investment Management LLC | 1,635 | $111.0K | 0.05% | +1,635 | New |
| HM Payson & Co | 1,626 | $110.7K | 0.00% | +5+0.3% | Added |
| Geneos Wealth Management Inc. | 1,593 | $108.4K | 0.00% | +1,416+800.0% | Added |
| PSI Advisors, LLC | 1,489 | $101.3K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,475 | $100.4K | 0.01% | +1,475 | New |
| ORG Wealth Partners, LLC | 1,473 | $100.2K | 0.03% | +1,473 | New |
| Whittier Trust Co of Nevada Inc | 1,444 | $98.2K | 0.00% | −139−8.8% | Reduced |
| Ci Investments Inc. | 1,434 | $98.0K | 0.00% | −160−10.0% | Reduced |
| Quent Capital, LLC | 1,397 | $94.8K | 0.01% | −21−1.5% | Reduced |
| Tucker Asset Management LLC | 1,387 | $94.4K | 0.02% | −464−25.1% | Reduced |
| TSFG, LLC | 1,330 | $91.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,316 | $89.6K | 0.00% | +169+14.7% | Added |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $89.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,311 | $89.2K | 0.00% | +1,311 | New |
| AlphaMark Advisors, LLC | 1,297 | $88.0K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $85.3K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,229 | $84.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,233 | $83.9K | 0.02% | +123+11.1% | Added |
| Rothschild Investment LLC | 1,209 | $82.3K | 0.01% | −90−6.9% | Reduced |
| Washington Trust Advisors, Inc. | 1,199 | $81.6K | 0.01% | +20+1.7% | Added |
| Motco | 1,179 | $80.2K | 0.01% | +179+17.9% | Added |
| Amica Retiree Medical Trust | 1,169 | $80.0K | 0.07% | +1,169 | New |
| Bullock Wealth Management Group | 1,127 | $76.3K | 0.05% | −63−5.3% | Reduced |
| Manchester Capital Management LLC | 1,114 | $75.8K | 0.01% | +526+89.5% | Added |
| Millburn Ridgefield Corp | 1,112 | $75.7K | 0.00% | +1,112 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,106 | $75.3K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,105 | $75.2K | 0.03% | +1,105 | New |
| Intact Investment Management Inc. | 1,100 | $74.9K | 0.00% | +1,100 | New |
| First Community Trust NA | 1,080 | $73.5K | 0.06% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,070 | $72.9K | 0.00% | +82+8.3% | Added |
| Webster Bank, N. A. | 1,008 | $68.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $68.0K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $68.0K | 0.04% | +1,000 | New |
| Tortoise Investment Management, LLC | 990 | $67.4K | 0.01% | 00.0% | Unchanged |