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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, Q4 2024

Institutional positions in Eversource Energy as of Dec 31, 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
876
+20 vs. Q3 2024
Shares held
304.3M
+6.86M (+2.3%) vs. Q3 2024
Total value
$17.5B
−$2.71B (−13.5%) vs. Q3 2024
New holders
118
324 more added
Sold out
98
285 more reduced

15 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 876 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2024: $17.5B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2024.

Institutions holding ES in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Winthrop Capital Management, LLC6$00.00%+6New
SOA Wealth Advisors, LLC.1$660.00%00.0%Unchanged
Valued Wealth Advisors LLC2$1150.00%00.0%Unchanged
NBC Securities, Inc.2$1470.01%−2,561−99.9%Reduced
NewSquare Capital LLC4$2300.00%+4New
Sugar Maple Asset Management, LLC5$2870.00%+5New
Winnow Wealth LLC6$3070.00%+6New
Parkworth Wealth Management, Inc.6$3450.00%+6New
Global Financial Private Client, LLC7$4020.00%+7New
Principia Wealth Advisory, LLC7$4020.00%+7New
Financial Management Professionals, Inc.8$4590.00%−11−57.9%Reduced
Eagle Bay Advisors LLC8$4650.00%−17−68.0%Reduced
1620 Investment Advisors, Inc.9$4960.00%00.0%Unchanged
Highline Wealth Partners LLC10$5740.00%−8−44.4%Reduced
WealthTrak Capital Management LLC10$5750.00%+10New
TFC Financial Management12$6900.00%−10−45.5%Reduced
Country Trust Bank13$7470.00%00.0%Unchanged
NVWM, LLC14$8040.00%+9+180.0%Added
First Financial Corp17$9760.00%+17New
Strengthening Families & Communities, LLC10$1.00K0.00%00.0%Unchanged
Capital A Wealth Management, LLC19$1.09K0.00%+19New
Wolff Wiese Magana LLC20$1.15K0.00%00.0%Unchanged
Fortitude Family Office, LLC21$1.21K0.00%−58−73.4%Reduced
Friedenthal Financial21$1.21K0.00%00.0%Unchanged
Cornerstone Planning Group LLC21$1.22K0.00%−6−22.2%Reduced
True Wealth Design, LLC24$1.37K0.00%−750−96.9%Reduced
Key Financial Inc24$1.38K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.24$1.38K0.00%−4−14.3%Reduced
TD Capital Management LLC25$1.44K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.26$1.49K0.00%+26New
Bokf, NA28$1.56K0.00%+28New
Clark Wealth Partners28$1.61K0.00%+28New
Ancora Advisors, LLC31$1.78K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc31$1.78K0.00%00.0%Unchanged
Ridgewood Investments LLC34$1.95K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC34$1.95K0.00%+34New
Pacifica Partners Inc.40$2.29K0.00%00.0%Unchanged
Millstone Evans Group, LLC40$2.30K0.00%+40New
Transce3nd, LLC41$2.35K0.00%+41New
Winch Advisory Services, LLC42$2.44K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.43$2.47K0.00%+43New
Provenance Wealth Advisors, LLC45$2.58K0.00%00.0%Unchanged
Sunbelt Securities, Inc.46$2.62K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC46$2.64K0.00%+3+7.0%Added
New Wave Wealth Advisors LLC46$2.65K0.00%+46New
Hemington Wealth Management68$3.00K0.00%−11−13.9%Reduced
Beacon Capital Management, LLC54$3.12K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC56$3.22K0.00%00.0%Unchanged
McIlrath & Eck, LLC58$3.33K0.00%−10−14.7%Reduced
SBI Securities Co., Ltd.65$3.73K0.00%+65New
Synergy Investment Management, LLC68$3.90K0.00%+68New
Solstein Capital, LLC69$3.96K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$4.08K0.00%00.0%Unchanged
Gen-Wealth Partners Inc72$4.13K0.00%−119−62.3%Reduced
Lowe Wealth Advisors, LLC72$4.13K0.00%+72New
Tompkins Financial Corp75$4.31K0.00%00.0%Unchanged
High Note Wealth, LLC80$4.59K0.00%+80New
JFS Wealth Advisors, LLC85$4.88K0.00%−36−29.8%Reduced
Avion Wealth97$5.00K0.00%+5+5.4%Added
Wood Tarver Financial Group, LLC97$5.00K0.00%+97New
Newbridge Financial Services Group, Inc.89$5.09K0.00%+89New
Sierra Ocean, LLC89$5.11K0.00%+89New
Bell Investment Advisors, Inc91$5.23K0.00%−48−34.5%Reduced
Dunhill Financial, LLC95$5.44K0.00%+19+25.0%Added
Grove Bank & Trust95$5.46K0.00%+50+111.1%Added
Abound Wealth Management97$5.57K0.00%−6−5.8%Reduced
Lavaca Capital LLC100$5.74K0.00%+100New
Pin Oak Investment Advisors Inc83$6.00K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd112$6.43K0.01%+112New
GHP Investment Advisors, Inc.112$6.43K0.00%−66−37.1%Reduced
Park Square Financial Group, LLC113$6.49K0.00%+113New
Harbor Investment Advisory, LLC115$6.60K0.00%00.0%Unchanged
SWAN Capital LLC117$6.72K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC118$6.78K0.00%00.0%Unchanged
Compass Wealth Management LLC119$6.83K0.00%00.0%Unchanged
WPG Advisers, LLC120$6.89K0.01%+120New
Ameriflex Group, Inc.120$6.92K0.00%+120New
Robbins Farley LLC125$7.18K0.00%00.0%Unchanged
Painted Porch Advisors LLC127$7.29K0.00%+127New
LRI Investments, LLC131$7.52K0.00%00.0%Unchanged
MCF Advisors LLC133$7.64K0.00%+36+37.1%Added
Concord Wealth Partners133$7.65K0.00%+1+0.8%Added
Westside Investment Management, Inc.134$7.70K0.00%00.0%Unchanged
Pingora Partners LLC140$8.04K0.01%00.0%Unchanged
Fourth Dimension Wealth, LLC0$8.15K0.00%0New
Annis Gardner Whiting Capital Advisors, LLC149$8.56K0.00%+59+65.6%Added
WealthCollab, LLC150$8.62K0.01%+50+50.0%Added
Synergy Financial Management, LLC129$8.81K0.00%+129New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC154$8.84K0.00%+4+2.7%Added
Midwest Capital Advisors, LLC155$8.90K0.01%+155New
Pineridge Advisors LLC161$9.25K0.00%00.0%Unchanged
Colonial Trust Co174$9.99K0.00%+166+2,075.0%Added
Red Tortoise LLC181$10.4K0.01%00.0%Unchanged
Versant Capital Management, Inc182$10.5K0.00%−88−32.6%Reduced
City State Bank187$10.7K0.00%00.0%Unchanged
Bank of Jackson Hole Trust187$10.7K0.01%+187New
Meeder Asset Management Inc188$10.8K0.00%+188New
North Star Investment Management Corp.191$11.0K0.00%00.0%Unchanged
Valley National Advisers Inc194$11.0K0.00%00.0%Unchanged
Castleview Partners, LLC196$11.2K0.01%00.0%Unchanged