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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 981 | $66.8K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $61.7K | 0.04% | +907 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $59.5K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 860 | $58.5K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 850 | $57.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $57.8K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $54.4K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 796 | $54.1K | 0.00% | +160+25.2% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $53.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $53.4K | 0.03% | +97+14.1% | Added |
| MV Capital Management, Inc. | 780 | $53.1K | 0.01% | −2−0.3% | Reduced |
| True Wealth Design, LLC | 774 | $52.7K | 0.02% | +767+10,957.1% | Added |
| Perkins Coie Trust Co | 734 | $49.9K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 727 | $49.5K | 0.02% | +727 | New |
| Sanctuary Wealth Management, L.L.C. | 719 | $48.9K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $48.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 708 | $48.2K | 0.08% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 706 | $48.0K | 0.01% | +706 | New |
| LGT Financial Advisors LLC | 679 | $46.2K | 0.11% | −519−43.3% | Reduced |
| Heritage Wealth Advisors | 672 | $45.7K | 0.00% | +172+34.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 672 | $45.7K | 0.00% | +661+6,009.1% | Added |
| Broadwater Capital Management LLC | 620 | $42.2K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $41.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 602 | $41.0K | 0.00% | −31−4.9% | Reduced |
| DT Investment Partners, LLC | 577 | $39.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 575 | $39.1K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 566 | $38.5K | 0.00% | +350+162.0% | Added |
| Salem Investment Counselors Inc | 545 | $37.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 540 | $36.7K | 0.01% | −21−3.7% | Reduced |
| Umb Bank N A | 513 | $34.9K | 0.00% | +198+62.9% | Added |
| BFSG, LLC | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $33.0K | 0.01% | +485 | New |
| West Branch Capital LLC | 479 | $32.6K | 0.01% | +1+0.2% | Added |
| Rise Advisors, LLC | 475 | $32.4K | 0.02% | +5+1.1% | Added |
| Oakworth Capital, Inc. | 467 | $31.8K | 0.00% | −262−35.9% | Reduced |
| Ashton Thomas Securities, LLC | 466 | $31.7K | 0.01% | +466 | New |
| Skopos Labs, Inc. | 454 | $30.9K | 0.01% | +454 | New |
| Piscataqua Savings Bank | 450 | $30.6K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 400 | $27.2K | 0.02% | −300−42.9% | Reduced |
| Harbour Investments, Inc. | 385 | $26.2K | 0.00% | +55+16.7% | Added |
| Paladin Advisory Group, LLC | 334 | $22.7K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $22.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $21.8K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $20.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $20.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 293 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 293 | $19.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 288 | $19.6K | 0.00% | +144+100.0% | Added |
| Gleason Group, Inc. | 280 | $19.1K | 0.00% | −60−17.6% | Reduced |
| Quarry LP | 271 | $18.4K | 0.01% | −2,933−91.5% | Reduced |
| Versant Capital Management, Inc | 270 | $18.4K | 0.00% | +15+5.9% | Added |
| Bruce G. Allen Investments, LLC | 268 | $18.2K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $18.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 262 | $17.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 261 | $17.8K | 0.00% | +261 | New |
| Zions Bancorporation, N.A. | 259 | $17.6K | 0.00% | −91−26.0% | Reduced |
| Assetmark, Inc | 256 | $17.4K | 0.00% | +6+2.4% | Added |
| Covestor Ltd | 253 | $17.0K | 0.01% | −1−0.4% | Reduced |
| Anchor Investment Management, LLC | 246 | $16.7K | 0.00% | −19−7.2% | Reduced |
| Leonteq Securities AG | 243 | $16.5K | 0.00% | +243 | New |
| GW&K Investment Management, LLC | 228 | $16.0K | 0.00% | −9−3.8% | Reduced |
| CoreCap Advisors, LLC | 227 | $15.4K | 0.00% | −55−19.5% | Reduced |
| SJS Investment Consulting Inc. | 226 | $15.4K | 0.00% | +51+29.1% | Added |
| First Personal Financial Services | 225 | $15.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 225 | $15.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 223 | $15.2K | 0.00% | +223 | New |
| Atticus Wealth Management, LLC | 220 | $15.0K | 0.00% | −7−3.1% | Reduced |
| Private Wealth Management Group, LLC | 215 | $14.6K | 0.01% | +2+0.9% | Added |
| Financial Perspectives, Inc | 210 | $14.3K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 248 | $14.1K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $13.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 198 | $13.5K | 0.00% | +9+4.8% | Added |
| Coppell Advisory Solutions LLC | 199 | $13.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 196 | $13.3K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $13.0K | 0.00% | −165−46.0% | Reduced |
| North Star Investment Management Corp. | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 211 | $12.8K | 0.01% | +211 | New |
| Legacy Wealth Managment, LLC | 211 | $12.8K | 0.01% | +211 | New |
| City State Bank | 187 | $12.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 191 | $12.5K | 0.01% | −96−33.4% | Reduced |
| Red Tortoise LLC | 181 | $12.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 178 | $12.1K | 0.00% | +178 | New |
| Kepos Capital LP | 183 | $12.0K | 0.01% | +183 | New |
| Pineridge Advisors LLC | 161 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $10.2K | 0.00% | +23+18.1% | Added |
| Pingora Partners LLC | 140 | $9.53K | 0.01% | −65−31.7% | Reduced |
| Bell Investment Advisors, Inc | 139 | $9.46K | 0.00% | −9−6.1% | Reduced |
| Aspire Private Capital, LLC | 135 | $9.19K | 0.00% | +1+0.7% | Added |
| Westside Investment Management, Inc. | 134 | $9.12K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 132 | $8.98K | 0.00% | +1+0.8% | Added |
| Hartford Financial Management Inc. | 130 | $8.85K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $8.51K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $8.23K | 0.00% | +46+61.3% | Added |
| Compass Wealth Management LLC | 119 | $8.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $8.05K | 0.00% | −49−27.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 118 | $8.03K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 118 | $8.03K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 117 | $7.96K | 0.00% | 00.0% | Unchanged |