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Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Eversource Energy changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of ES: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders87115876+20
Shares298.1M612.6K304.3M+6.86M (+2.3%)
Value$20.2B$41.7M$17.5B−$2.71B (−13.5%)

15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (118)

Institutions that held Eversource Energy at the end of Q4 2024 but not at the end of Q3 2024.

Showing the largest 100 of 118 by value.

Institutions new to ES in Q4 2024
InstitutionSharesValue% of portfolio
Universal- Beteiligungs- und Servicegesellschaft mbH382,881$22.0M0.04%
KLP Kapitalforvaltning AS355,493$20.4M0.10%
Raymond James Financial Inc343,306$19.7M0.01%
Teilinger Capital Ltd.150,000$8.61M6.56%
Lansforsakringar Fondforvaltning AB (publ)122,296$7.02M0.04%
Quantbot Technologies LP109,112$6.27M0.23%
Vennlight Capital Management, LP88,171$5.06M4.81%
Susquehanna Fundamental Investments, LLC81,230$4.67M0.08%
Capital Fund Management S.A.75,460$4.33M0.04%
Castellan Group, LLC62,036$3.56M1.54%
Raiffeisen Bank International AG57,067$3.27M0.05%
Police & Firemen's Retirement System of New Jersey52,221$3.00M0.03%
Generali Asset Management SPA SGR41,856$2.40M0.06%
LSV Asset Management38,700$2.22M0.01%
Avanza Fonder AB37,742$2.17M0.06%
STRS Ohio36,258$2.08M0.01%
Old Mission Capital LLC33,746$1.94M0.05%
Stance Capital LLC32,519$1.87M1.16%
Hudson Bay Capital Management LP28,877$1.66M0.01%
Stoneridge Investment Partners LLC28,134$1.62M0.58%
Essential Planning, LLC.24,570$1.53M0.01%
Heritage Trust Co26,470$1.52M0.18%
Woodline Partners LP22,004$1.26M0.01%
Virtu Financial LLC21,887$1.26M0.07%
Stonebridge Financial Group, LLC21,168$1.22M0.13%
Fox Run Management, L.L.C.20,051$1.15M0.21%
Polianta Ltd18,600$1.07M0.51%
Mork Capital Management, LLC17,400$999.3K0.66%
Zacks Investment Management15,364$882.3K0.01%
Manske Wealth Management13,225$759.5K0.30%
Verity & Verity, LLC12,959$744.2K0.07%
Versor Investments LP12,300$706.4K0.12%
Nomura Holdings Inc12,067$693.0K0.00%
Allstate Corp10,927$627.5K0.02%
Advisory Services Network, LLC10,731$616.3K0.01%
Tableaux LLC9,218$529.4K0.44%
Paloma Partners Management Co8,723$501.0K0.03%
Bryce Point Capital, LLC8,656$497.1K0.14%
Quantitative Investment Management, LLC7,607$436.0K0.03%
Oak Thistle LLC6,871$394.6K0.12%
Centiva Capital, LP6,552$376.3K0.01%
Hilltop Holdings Inc.6,024$346.0K0.02%
Kelly Financial Group LLC5,679$326.1K0.12%
MUFG Securities Americas Inc.5,410$310.7K0.04%
Canada Post Corp Registered Pension Plan4,390$252.1K0.01%
Impact Capital Partners LLC4,339$249.2K0.09%
Brinker Capital Investments, LLC4,277$245.7K0.00%
Orion Portfolio Solutions, LLC4,277$245.7K0.00%
Retirement Planning Co of New England, Inc.3,967$227.8K0.11%
Oxford Asset Management LLP3,879$222.8K0.10%
Envestnet Portfolio Solutions, Inc.3,828$219.9K0.00%
Custom Index Systems, LLC3,810$218.8K0.12%
Maven Securities LTD3,784$217.3K0.03%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.3,680$211.3K0.13%
Flow Traders U.S. LLC3,649$210.0K0.01%
Capital Investment Advisors, LLC3,627$208.3K0.00%
Putney Financial Group LLC3,460$198.7K0.18%
MAI Capital Management2,633$151.2K0.00%
Generali Investments CEE, investicni spolecnost, a.s.2,600$149.3K0.02%
Oliver Lagore Vanvalin Investment Group2,502$143.7K0.04%
Headlands Technologies LLC2,326$133.6K0.01%
Medallion Wealth Advisors, LLC2,197$132.3K0.07%
Vision Financial Markets LLC1,506$86.5K0.09%
Crews Bank & Trust1,482$85.1K0.01%
Holos Integrated Wealth LLC1,249$71.7K0.05%
Wingate Wealth Advisors, Inc.1,134$65.1K0.06%
Flagship Wealth Advisors, LLC993$57.0K0.03%
Loomis Sayles & Co L P993$57.0K0.00%
Crowley Wealth Management, Inc.800$45.9K0.04%
Asset Dedication, LLC718$41.2K0.00%
Ofi Invest Asset Management626$34.7K0.00%
Pinney & Scofield, Inc.580$33.3K0.03%
Kestra Investment Management, LLC505$29.0K0.00%
Mizuho Bank, Ltd.450$25.8K0.01%
R Squared Ltd390$22.4K0.02%
VSM Wealth Advisory, LLC323$18.6K0.01%
Marshall & Sterling Wealth Advisors Inc.266$15.3K0.01%
Golden State Wealth Management, LLC248$14.3K0.00%
BankPlus Trust Department232$13.3K0.00%
MPWM Advisory Solutions, LLC218$12.5K0.01%
Financial Life Planners214$12.3K0.01%
ESL Trust Services, LLC200$11.5K0.00%
Meeder Asset Management Inc188$10.8K0.00%
Bank of Jackson Hole Trust187$10.7K0.01%
Midwest Capital Advisors, LLC155$8.90K0.01%
Synergy Financial Management, LLC129$8.81K0.00%
Fourth Dimension Wealth, LLC0$8.15K0.00%
Painted Porch Advisors LLC127$7.29K0.00%
Ameriflex Group, Inc.120$6.92K0.00%
WPG Advisers, LLC120$6.89K0.01%
Park Square Financial Group, LLC113$6.49K0.00%
Caitong International Asset Management Co., Ltd112$6.43K0.01%
Lavaca Capital LLC100$5.74K0.00%
Sierra Ocean, LLC89$5.11K0.00%
Newbridge Financial Services Group, Inc.89$5.09K0.00%
Wood Tarver Financial Group, LLC97$5.00K0.00%
High Note Wealth, LLC80$4.59K0.00%
Lowe Wealth Advisors, LLC72$4.13K0.00%
Synergy Investment Management, LLC68$3.90K0.00%
SBI Securities Co., Ltd.65$3.73K0.00%

Sold out (98)

Institutions that held Eversource Energy at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of ES in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Renaissance Technologies LLC332,412$22.6M
Arrowstreet Capital, Limited Partnership229,962$15.6M
Churchill Management Corp161,648$11.0M
Covalis Capital LLP73,912$5.03M
La Banque Postale Asset Management SA57,285$3.90M
Marex Group plc53,900$3.67M
Brevan Howard Capital Management LP37,668$2.56M
Siemens Fonds Invest GmbH31,527$2.15M
Ilmarinen Mutual Pension Insurance Co27,000$1.84M
Simplex Trading, LLC21,311$1.45M
Bayesian Capital Management, LP19,881$1.35M
Epoch Investment Partners, Inc.17,015$1.16M
Y-Intercept (Hong Kong) Ltd16,981$1.16M
DRW Securities, LLC16,094$1.10M
nVerses Capital, LLC14,700$1.00M
GTS Securities LLC12,615$858.5K
Financial Counselors Inc12,517$851.8K
Kingswood Wealth Advisors, LLC10,673$726.3K
Kentucky Retirement Systems Insurance Trust Fund10,581$720.0K
Veriti Management LLC10,051$684.0K
W.H. Cornerstone Investments Inc.7,080$482.0K
Erste Asset Management GmbH6,700$442.1K
Dark Forest Capital Management LP6,467$440.1K
Vinva Investment Management Ltd6,348$428.6K
Lido Advisors, LLC6,051$411.8K
United Asset Strategies, Inc.5,998$408.2K
Waddell & Associates, LLC5,630$383.1K
Jmac Enterprises LLC5,600$381.1K
Graham Capital Management, L.P.5,543$377.2K
XTX Topco Ltd5,370$365.4K
MBB Public Markets I LLC4,950$336.8K
Cullinan Associates Inc4,357$288.4K
Qube Research & Technologies Ltd4,170$283.8K
RFG Advisory, LLC3,947$268.6K
Kesler, Norman & Wride, LLC3,897$265.2K
Kraematon Investment Advisors, Inc3,674$250.0K
Johnson Investment Counsel Inc3,668$249.6K
Fifth Third Wealth Advisors LLC3,514$239.1K
Sterling Financial Planning, Inc.3,452$234.9K
Pine Haven Investment Counsel, Inc3,451$234.8K
Wealth Alliance3,440$234.1K
FC Advisory LLC3,435$233.7K
Arete Wealth Advisors, LLC3,391$231.0K
Redhawk Wealth Advisors, Inc.3,344$227.6K
Coastal Bridge Advisors, LLC3,335$226.9K
McKinley Carter Wealth Services, Inc.3,314$225.5K
Net Worth Advisory Group3,250$221.2K
MQS Management LLC3,204$218.0K
Ingalls & Snyder LLC3,172$216.0K
Patrick M Sweeney & Associates, Inc3,174$216.0K
Sculati Wealth Management, LLC3,162$215.2K
StoneX Group Inc.3,124$212.6K
Parcion Private Wealth LLC3,090$210.3K
Cidel Asset Management Inc3,089$210.2K
Black Diamond Financial, LLC3,054$207.8K
Resonant Capital Advisors, LLC3,046$207.3K
Thrive Wealth Management, LLC3,044$207.1K
Strait & Sound Wealth Management LLC3,027$206.0K
Hardman Johnston Global Advisors LLC3,000$204.2K
Woodstock Corp2,986$203.2K
Means Investment Co., Inc.2,982$202.9K
Avestar Capital, LLC2,951$200.8K
Walleye Trading LLC2,228$151.6K
Flaharty Asset Management, LLC1,475$100.4K
Motco1,179$80.2K
Millburn Ridgefield Corp1,112$75.7K
Intact Investment Management Inc.1,100$74.9K
Alta Advisers Ltd1,000$68.0K
Capital Performance Advisors LLP727$49.5K
McMahon Financial Advisors, LLC706$48.0K
Ashton Thomas Securities, LLC466$31.7K
Catalyst Capital Advisors LLC261$17.8K
Jaffetilchin Investment Partners, LLC223$15.2K
Legacy Investment Solutions, LLC211$12.8K
Legacy Wealth Managment, LLC211$12.8K
Kepos Capital LP183$12.0K
Aspire Private Capital, LLC135$9.19K
Hartford Financial Management Inc.130$8.85K
Operose Advisors LLC118$8.03K
City Holding Co81$5.51K
Rosenberg Matthew Hamilton77$5.24K
CBIZ Investment Advisory Services, LLC70$4.76K
Keener Financial Planning LLC62$4.00K
Centennial Bank47$3.20K
Copley Financial Group, Inc.34$2.31K
Baldwin Brothers Inc27$1.84K
Iron Horse Wealth Management, LLC25$1.70K
Salomon & Ludwin, LLC16$1.09K
Voisard Asset Management Group, Inc.16$1.09K
Riverview Trust Co15$1.02K
JDM Financial Group LLC14$953
Creekmur Asset Management LLC7$476
Fairman Group, LLC7$476
Claris Advisors, LLC6$408
WestEnd Advisors, LLC5$340
Mendota Financial Group, LLC1$69
Dogwood Wealth Management LLC0$2
International Assets Investment Management, LLC254,567–

Not filed for Q4 2024 yet (15)

Institutions that held Eversource Energy at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates171,137$11.6M
Raymond James Financial Services Advisors, Inc.166,456$11.3M
PATRIZIA Pty Ltd90,359$6.15M
Banque Cantonale Vaudoise57,425$3.91M
B. Metzler seel. Sohn & Co. Holding AG45,659$3.11M
Argent Financial Group, Inc.26,601$1.81M
Rakuten Investment Management, Inc.20,156$1.36M
PEAK6 Investments LLC13,184$897.2K
SpiderRock Advisors, LLC8,360$568.9K
Raymond James Trust N.A.5,219$355.2K
Brophy Wealth Management, LLC3,986$271.2K
Prio Wealth Limited Partnership3,803$258.8K
First Personal Financial Services225$15.3K
Northwest Investment Counselors, LLC49$3.33K
ClariVest Asset Management LLC7$400