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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 1,169 | $67.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,171 | $67.2K | 0.01% | −28−2.3% | Reduced |
| Nemes Rush Group LLC | 1,200 | $68.9K | 0.01% | +1,069+816.0% | Added |
| Capital Advisors, Ltd. LLC | 1,194 | $69.0K | 0.01% | −35−2.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,221 | $70.1K | 0.03% | +1,108+980.5% | Added |
| Bartlett & Co. Wealth Management LLC | 1,246 | $71.6K | 0.00% | −500−28.6% | Reduced |
| Holos Integrated Wealth LLC | 1,249 | $71.7K | 0.05% | +1,249 | New |
| Ransom Advisory, Ltd | 1,253 | $72.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,297 | $74.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $75.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,330 | $76.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,341 | $77.0K | 0.00% | +25+1.9% | Added |
| TD Private Client Wealth LLC | 1,399 | $80.3K | 0.00% | −265−15.9% | Reduced |
| Sentry Investment Management LLC | 1,406 | $81.0K | 0.04% | −229−14.0% | Reduced |
| GeoWealth Management, LLC | 1,420 | $81.6K | 0.00% | +109+8.3% | Added |
| ORG Wealth Partners, LLC | 1,428 | $82.0K | 0.03% | −45−3.1% | Reduced |
| PSI Advisors, LLC | 1,481 | $85.1K | 0.03% | −8−0.5% | Reduced |
| Crews Bank & Trust | 1,482 | $85.1K | 0.01% | +1,482 | New |
| Cullen/Frost Bankers, Inc. | 1,494 | $85.8K | 0.00% | +1,431+2,271.4% | Added |
| Geneos Wealth Management Inc. | 1,497 | $86.0K | 0.00% | −96−6.0% | Reduced |
| Vision Financial Markets LLC | 1,506 | $86.5K | 0.09% | +1,506 | New |
| Hexagon Capital Partners LLC | 1,544 | $88.7K | 0.02% | +311+25.2% | Added |
| HM Payson & Co | 1,572 | $90.3K | 0.00% | −54−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,604 | $92.1K | 0.00% | +160+11.1% | Added |
| South State Corp. | 1,617 | $92.9K | 0.01% | −76−4.5% | Reduced |
| Smithfield Trust Co | 1,673 | $96.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,700 | $97.6K | 0.02% | −37−2.1% | Reduced |
| Federated Hermes, Inc. | 1,715 | $98.5K | 0.00% | −249−12.7% | Reduced |
| Capital Analysts, LLC | 1,721 | $99.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,775 | $101.9K | 0.03% | −710−28.6% | Reduced |
| Center for Financial Planning, Inc. | 1,803 | $103.5K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,855 | $106.5K | 0.00% | +176+10.5% | Added |
| Quent Capital, LLC | 1,885 | $108.2K | 0.01% | +488+34.9% | Added |
| Ci Investments Inc. | 1,914 | $110.0K | 0.00% | +480+33.5% | Added |
| AdvisorNet Financial, Inc | 1,916 | $110.1K | 0.01% | −82−4.1% | Reduced |
| Parkside Financial Bank & Trust | 1,991 | $114.3K | 0.02% | +36+1.8% | Added |
| Leonteq Securities AG | 2,028 | $116.5K | 0.01% | +1,785+734.6% | Added |
| Centaurus Financial, Inc. | 2,046 | $118.0K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,076 | $119.2K | 0.01% | +143+7.4% | Added |
| Principal Securities, Inc. | 2,093 | $120.2K | 0.00% | +412+24.5% | Added |
| Richardson Financial Services Inc. | 2,105 | $120.6K | 0.08% | −215−9.3% | Reduced |
| Smartleaf Asset Management LLC | 2,137 | $122.5K | 0.01% | +361+20.3% | Added |
| Farther Finance Advisors, LLC | 2,249 | $129.2K | 0.00% | −751−25.0% | Reduced |
| Montag A & Associates Inc | 2,250 | $129.2K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,197 | $132.3K | 0.07% | +2,197 | New |
| Brown, Lisle/Cummings, Inc. | 2,316 | $133.0K | 0.04% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,326 | $133.6K | 0.01% | +2,326 | New |
| Lindbrook Capital, LLC | 2,346 | $134.7K | 0.01% | +341+17.0% | Added |
| Walleye Capital LLC | 2,373 | $136.3K | 0.00% | −23,868−91.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,381 | $136.7K | 0.01% | +703+41.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,502 | $143.7K | 0.04% | +2,502 | New |
| NBT Bank N A | 2,600 | $149.3K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $149.3K | 0.02% | +2,600 | New |
| MAI Capital Management | 2,633 | $151.2K | 0.00% | +2,633 | New |
| Virtus ETF Advisers LLC | 2,634 | $151.3K | 0.06% | −182−6.5% | Reduced |
| Global Retirement Partners, LLC | 2,639 | $151.6K | 0.00% | +111+4.4% | Added |
| Albion Financial Group | 2,644 | $151.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,676 | $153.7K | 0.00% | +329+14.0% | Added |
| Continuum Advisory, LLC | 2,735 | $157.1K | 0.02% | −484−15.0% | Reduced |
| Mather Group, LLC. | 2,832 | $162.6K | 0.00% | −149−5.0% | Reduced |
| Sandy Spring Bank | 3,091 | $177.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,094 | $177.7K | 0.01% | +2,896+1,462.6% | Added |
| Private Trust Co NA | 3,137 | $180.2K | 0.02% | +64+2.1% | Added |
| Putney Financial Group LLC | 3,460 | $198.7K | 0.18% | +3,460 | New |
| LongView Wealth Management | 3,493 | $200.6K | 0.06% | +43+1.2% | Added |
| Axxcess Wealth Management, LLC | 3,496 | $200.8K | 0.00% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,521 | $202.2K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,583 | $205.8K | 0.01% | −108−2.9% | Reduced |
| LGT Group Foundation | 3,585 | $205.9K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,627 | $208.3K | 0.00% | +3,627 | New |
| Flynn Zito Capital Management, LLC | 3,655 | $209.9K | 0.10% | +44+1.2% | Added |
| Cigna Investments Inc | 3,658 | $210.0K | 0.04% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 3,649 | $210.0K | 0.01% | +3,649 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,680 | $211.3K | 0.13% | +3,680 | New |
| Vise Technologies, Inc. | 3,682 | $211.5K | 0.02% | −1,174−24.2% | Reduced |
| Thomasville National Bank | 3,686 | $211.7K | 0.02% | −600−14.0% | Reduced |
| Apella Capital, LLC | 3,690 | $211.9K | 0.01% | −62−1.7% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $213.4K | 0.14% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,730 | $214.2K | 0.00% | −218−5.5% | Reduced |
| Catalyst Financial Partners LLC | 3,731 | $214.3K | 0.04% | −355−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 3,740 | $214.8K | 0.02% | −90−2.3% | Reduced |
| Hamilton Capital, LLC | 3,744 | $215.0K | 0.02% | +16+0.4% | Added |
| Maven Securities LTD | 3,784 | $217.3K | 0.03% | +3,784 | New |
| Aaron Wealth Advisors | 3,797 | $218.1K | 0.03% | +256+7.2% | Added |
| Custom Index Systems, LLC | 3,810 | $218.8K | 0.12% | +3,810 | New |
| Davenport & Co LLC | 3,824 | $219.6K | 0.00% | −338−8.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,828 | $219.9K | 0.00% | +3,828 | New |
| Hurlow Wealth Management Group, Inc. | 3,841 | $220.6K | 0.07% | −80−2.0% | Reduced |
| Cozad Asset Management Inc | 3,864 | $221.9K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,868 | $222.3K | 0.01% | +98+2.6% | Added |
| Kingsview Wealth Management, LLC | 3,871 | $222.3K | 0.00% | −49−1.3% | Reduced |
| Machina Capital S.A.S. | 3,879 | $222.8K | 0.09% | −308−7.4% | Reduced |
| Oxford Asset Management LLP | 3,879 | $222.8K | 0.10% | +3,879 | New |
| Fortis Group Advisors, LLC | 3,891 | $223.5K | 0.04% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,897 | $223.8K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,910 | $224.6K | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 3,918 | $225.0K | 0.01% | +399+11.3% | Added |
| Melfa Wealth Management, LLC | 3,941 | $226.3K | 0.15% | 00.0% | Unchanged |
| Graypoint LLC | 3,942 | $226.4K | 0.01% | −142−3.5% | Reduced |
| Frank, Rimerman Advisors LLC | 3,950 | $226.8K | 0.02% | +3+0.1% | Added |