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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 131 | $7.83K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 115 | $7.83K | 0.00% | −3−2.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 113 | $7.73K | 0.00% | +1+0.9% | Added |
| Abound Wealth Management | 103 | $7.01K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 100 | $6.80K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 97 | $6.60K | 0.00% | −77−44.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $6.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 92 | $6.00K | 0.00% | +75+441.2% | Added |
| City Holding Co | 81 | $5.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $5.38K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 77 | $5.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 76 | $5.19K | 0.00% | +40+111.1% | Added |
| Tompkins Financial Corp | 75 | $5.10K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 79 | $5.00K | 0.00% | +79 | New |
| Raffa Wealth Management, LLC | 71 | $4.83K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 70 | $4.76K | 0.00% | +70 | New |
| Solstein Capital, LLC | 69 | $4.70K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $4.63K | 0.00% | +10+17.2% | Added |
| Cullen/Frost Bankers, Inc. | 63 | $4.29K | 0.00% | −42−40.0% | Reduced |
| Keener Financial Planning LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 56 | $3.81K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $3.65K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 49 | $3.33K | 0.00% | +49 | New |
| Centennial Bank | 47 | $3.20K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 46 | $3.11K | 0.00% | +1+2.2% | Added |
| Grove Bank & Trust | 45 | $3.06K | 0.00% | +45 | New |
| Provenance Wealth Advisors, LLC | 45 | $3.06K | 0.00% | +45 | New |
| Carolinas Wealth Consulting LLC | 43 | $2.93K | 0.00% | +5+13.2% | Added |
| Winch Advisory Services, LLC | 42 | $2.85K | 0.00% | +1+2.4% | Added |
| Pacifica Partners Inc. | 40 | $2.72K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $2.31K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 34 | $2.31K | 0.00% | +34 | New |
| Ancora Advisors, LLC | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 31 | $2.11K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $1.91K | 0.00% | +8+40.0% | Added |
| Baldwin Brothers Inc | 27 | $1.84K | 0.00% | −23−46.0% | Reduced |
| TCTC Holdings, LLC | 27 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $1.74K | 0.00% | +6+28.6% | Added |
| Eagle Bay Advisors LLC | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $1.63K | 0.00% | +11+84.6% | Added |
| TFC Financial Management | 22 | $1.50K | 0.00% | +3+15.8% | Added |
| Friedenthal Financial | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $1.23K | 0.00% | +8+80.0% | Added |
| Salomon & Ludwin, LLC | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 16 | $1.09K | 0.00% | +16 | New |
| Riverview Trust Co | 15 | $1.02K | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | +11+137.5% | Added |
| JDM Financial Group LLC | 14 | $953 | 0.00% | +14 | New |
| Country Trust Bank | 13 | $885 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 13 | $885 | 0.00% | +13 | New |
| Pathway Financial Advisers, LLC | 48,452 | $712 | 0.00% | +47,740+6,705.1% | Added |
| Strengthening Families & Communities, LLC | 10 | $681 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $588 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 8 | $544 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $540 | 0.00% | −158−95.2% | Reduced |
| Creekmur Asset Management LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $476 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $408 | 0.00% | +6 | New |
| ClariVest Asset Management LLC | 7 | $400 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $340 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $69 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| International Assets Investment Management, LLC | 254,567 | – | – | +254,567 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,251,405−100.0% | Sold out |
| Energy Income Partners, LLC | 0 | $0 | 0.00% | −467,268−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −90,786−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −71,949−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −39,647−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −33,036−100.0% | Sold out |
| Commerzbank Aktiengesellschaft | 0 | $0 | 0.00% | −31,214−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −30,938−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −26,032−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −20,703−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,530−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −11,398−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,111−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,880−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −7,475−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,830−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,796−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −6,044−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,197−100.0% | Sold out |
| Empire Financial Management Company, LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,837−100.0% | Sold out |
| S. R. Schill & Associates | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |