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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coppell Advisory Solutions LLC | 199 | $11.4K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $11.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $11.5K | 0.00% | +200 | New |
| TCTC Holdings, LLC | 206 | $11.8K | 0.00% | +179+663.0% | Added |
| Financial Perspectives, Inc | 210 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 214 | $12.3K | 0.01% | +214 | New |
| SJS Investment Consulting Inc. | 218 | $12.5K | 0.00% | −8−3.5% | Reduced |
| MPWM Advisory Solutions, LLC | 218 | $12.5K | 0.01% | +218 | New |
| Atticus Wealth Management, LLC | 220 | $12.6K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 232 | $13.3K | 0.00% | +232 | New |
| Creative Financial Designs Inc | 238 | $13.7K | 0.00% | +230+2,875.0% | Added |
| Chilton Capital Management LLC | 239 | $13.7K | 0.00% | +226+1,738.5% | Added |
| GW&K Investment Management, LLC | 251 | $14.0K | 0.00% | +23+10.1% | Added |
| Criterion Capital Advisors, LLC | 248 | $14.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 246 | $14.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 248 | $14.3K | 0.00% | +248 | New |
| Bruce G. Allen Investments, LLC | 261 | $15.0K | 0.01% | −7−2.6% | Reduced |
| Covestor Ltd | 264 | $15.0K | 0.01% | +11+4.3% | Added |
| First Command Advisory Services, Inc. | 262 | $15.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 266 | $15.3K | 0.01% | +266 | New |
| Hall Laurie J Trustee | 270 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 284 | $16.3K | 0.00% | +4+1.4% | Added |
| Zions Bancorporation, N.A. | 287 | $16.5K | 0.00% | +28+10.8% | Added |
| Colonial Trust Advisors | 293 | $16.8K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $17.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 306 | $17.6K | 0.01% | +91+42.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $18.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 323 | $18.6K | 0.01% | +323 | New |
| Hanson & Doremus Investment Management | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $19.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 348 | $20.0K | 0.00% | −37−9.6% | Reduced |
| Tucker Asset Management LLC | 384 | $22.1K | 0.00% | −1,003−72.3% | Reduced |
| Rise Advisors, LLC | 385 | $22.1K | 0.01% | −90−18.9% | Reduced |
| R Squared Ltd | 390 | $22.4K | 0.02% | +390 | New |
| Chesapeake Asset Management LLC | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 425 | $24.4K | 0.00% | +200+88.9% | Added |
| Piscataqua Savings Bank | 450 | $25.8K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 450 | $25.8K | 0.01% | +450 | New |
| Bogart Wealth, LLC | 454 | $26.1K | 0.00% | +161+54.9% | Added |
| Oakworth Capital, Inc. | 467 | $26.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $27.5K | 0.01% | −1−0.2% | Reduced |
| Independence Bank of Kentucky | 485 | $27.9K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $28.7K | 0.00% | −508−50.4% | Reduced |
| BFSG, LLC | 500 | $28.7K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 505 | $29.0K | 0.00% | +505 | New |
| Assetmark, Inc | 510 | $29.3K | 0.00% | +254+99.2% | Added |
| Salem Investment Counselors Inc | 545 | $31.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 560 | $32.2K | 0.00% | −220−28.2% | Reduced |
| Caldwell Trust Co | 574 | $33.0K | 0.00% | −28−4.7% | Reduced |
| Cromwell Holdings LLC | 575 | $33.0K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 577 | $33.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 580 | $33.3K | 0.00% | −216−27.1% | Reduced |
| Pinney & Scofield, Inc. | 580 | $33.3K | 0.03% | +580 | New |
| Venturi Wealth Management, LLC | 589 | $33.8K | 0.00% | +301+104.5% | Added |
| Ofi Invest Asset Management | 626 | $34.7K | 0.00% | +626 | New |
| CoreCap Advisors, LLC | 610 | $35.0K | 0.00% | +383+168.7% | Added |
| Broadwater Capital Management LLC | 620 | $35.6K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 640 | $36.8K | 0.00% | +74+13.1% | Added |
| Raleigh Capital Management Inc. | 676 | $38.8K | 0.01% | +136+25.2% | Added |
| Acadian Asset Management LLC | 696 | $39.0K | 0.00% | −965−58.1% | Reduced |
| LGT Financial Advisors LLC | 680 | $39.1K | 0.09% | +1+0.1% | Added |
| Heritage Wealth Advisors | 687 | $39.5K | 0.00% | +15+2.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 696 | $40.0K | 0.00% | +24+3.6% | Added |
| First Horizon Advisors, Inc. | 697 | $40.0K | 0.00% | −373−34.9% | Reduced |
| Umb Bank N A | 710 | $40.8K | 0.00% | +197+38.4% | Added |
| Pathway Financial Advisers, LLC | 712 | $40.9K | 0.01% | −47,740−98.5% | Reduced |
| Asset Dedication, LLC | 718 | $41.2K | 0.00% | +718 | New |
| Sanctuary Wealth Management, L.L.C. | 719 | $41.3K | 0.03% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 727 | $41.8K | 0.01% | +273+60.1% | Added |
| Perkins Coie Trust Co | 734 | $42.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $42.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 766 | $44.0K | 0.09% | +58+8.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 776 | $44.6K | 0.01% | −330−29.8% | Reduced |
| Deseret Mutual Benefit Administrators | 785 | $45.1K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 787 | $45.2K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $45.9K | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 800 | $45.9K | 0.04% | +800 | New |
| Quarry LP | 833 | $47.8K | 0.01% | +562+207.4% | Added |
| Farmers & Merchants Investments Inc | 850 | $48.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $48.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 853 | $49.0K | 0.00% | +249+41.2% | Added |
| Addison Advisors LLC | 860 | $49.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $50.2K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $52.1K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 957 | $54.0K | 0.00% | +927+3,090.0% | Added |
| GoalVest Advisory LLC | 981 | $56.3K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 990 | $56.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 993 | $57.0K | 0.00% | +993 | New |
| Flagship Wealth Advisors, LLC | 993 | $57.0K | 0.03% | +993 | New |
| Granite FO LLC | 1,000 | $57.4K | 0.03% | 00.0% | Unchanged |
| First Community Trust NA | 1,080 | $62.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,085 | $62.3K | 0.00% | −5,062−82.3% | Reduced |
| Manchester Capital Management LLC | 1,087 | $62.4K | 0.01% | −27−2.4% | Reduced |
| Rothschild Investment LLC | 1,098 | $63.1K | 0.00% | −111−9.2% | Reduced |
| Bullock Wealth Management Group | 1,105 | $63.5K | 0.04% | −22−2.0% | Reduced |
| FSA Wealth Management LLC | 1,105 | $63.5K | 0.03% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 1,134 | $65.1K | 0.06% | +1,134 | New |