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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 3,967 | $227.8K | 0.11% | +3,967 | New |
| Berkshire Bank | 4,000 | $229.7K | 0.05% | −3,008−42.9% | Reduced |
| Viking Fund Management LLC | 4,000 | $229.7K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,008 | $230.2K | 0.00% | −990−19.8% | Reduced |
| SageView Advisory Group, LLC | 4,012 | $230.4K | 0.01% | −282−6.6% | Reduced |
| LVW Advisors, LLC | 4,022 | $231.0K | 0.03% | −141−3.4% | Reduced |
| Spire Wealth Management | 4,029 | $231.4K | 0.01% | +965+31.5% | Added |
| IFP Advisors, Inc | 4,037 | $231.9K | 0.01% | +2,285+130.4% | Added |
| Independent Advisor Alliance | 4,121 | $236.7K | 0.00% | +151+3.8% | Added |
| Nwam LLC | 4,162 | $239.0K | 0.01% | −422−9.2% | Reduced |
| Snowden Capital Advisors LLC | 4,180 | $240.1K | 0.01% | +13+0.3% | Added |
| Beirne Wealth Consulting Services, LLC | 4,242 | $243.7K | 0.09% | −8−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,250 | $244.1K | 0.01% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,252 | $244.2K | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,277 | $245.7K | 0.00% | +4,277 | New |
| Orion Portfolio Solutions, LLC | 4,277 | $245.7K | 0.00% | +4,277 | New |
| Abel Hall, LLC | 4,314 | $247.8K | 0.16% | +14+0.3% | Added |
| Hantz Financial Services, Inc. | 4,325 | $248.0K | 0.00% | +703+19.4% | Added |
| Stablepoint Partners, LLC | 4,324 | $248.3K | 0.05% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 4,339 | $249.2K | 0.09% | +4,339 | New |
| Pensionmark Financial Group, LLC | 4,356 | $250.1K | 0.01% | +279+6.8% | Added |
| IHT Wealth Management, LLC | 4,366 | $250.7K | 0.01% | −17−0.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,390 | $252.1K | 0.01% | +4,390 | New |
| Dynasty Wealth Management, LLC | 4,414 | $253.5K | 0.00% | +55+1.3% | Added |
| Grace & White Inc | 4,418 | $253.7K | 0.05% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,496 | $258.2K | 0.13% | +3+0.1% | Added |
| Cascade Financial Partners, LLC | 4,521 | $259.6K | 0.03% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 4,542 | $260.9K | 0.14% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,569 | $262.4K | 0.00% | −31,490−87.3% | Reduced |
| Oxler Private Wealth LLC | 4,572 | $262.5K | 0.09% | −645−12.4% | Reduced |
| Charter Trust Co | 4,590 | $263.6K | 0.02% | −190−4.0% | Reduced |
| Beaumont Financial Advisors, LLC | 4,639 | $266.4K | 0.02% | −367−7.3% | Reduced |
| Perigon Wealth Management, LLC | 4,602 | $267.4K | 0.01% | +1,104+31.6% | Added |
| HighPoint Advisor Group LLC | 4,362 | $268.1K | 0.01% | +123+2.9% | Added |
| Clarius Group, LLC | 4,725 | $271.4K | 0.02% | +124+2.7% | Added |
| Bleakley Financial Group, LLC | 4,734 | $271.9K | 0.01% | −98−2.0% | Reduced |
| J.W. Cole Advisors, Inc. | 4,803 | $275.8K | 0.01% | +93+2.0% | Added |
| MJP Associates Inc | 4,835 | $277.7K | 0.05% | +407+9.2% | Added |
| Lake Street Advisors Group, LLC | 4,850 | $278.5K | 0.01% | −20−0.4% | Reduced |
| Bryn Mawr Trust Co | 4,852 | $278.6K | 0.01% | +888+22.4% | Added |
| Campbell & CO Investment Adviser LLC | 4,860 | $279.1K | 0.02% | −22,361−82.1% | Reduced |
| Consilium Wealth Advisory, LLC | 4,887 | $280.7K | 0.13% | −385−7.3% | Reduced |
| Horizon Investments, LLC | 4,889 | $280.8K | 0.01% | +40+0.8% | Added |
| Summit Trail Advisors, LLC | 4,893 | $281.0K | 0.01% | +216+4.6% | Added |
| CFS Investment Advisory Services, LLC | 4,911 | $282.0K | 0.03% | −2,258−31.5% | Reduced |
| Spinnaker Trust | 4,915 | $282.3K | 0.02% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 4,922 | $282.7K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,922 | $282.7K | 0.01% | +500+11.3% | Added |
| National Asset Management, Inc. | 4,932 | $283.3K | 0.01% | −1,022−17.2% | Reduced |
| Destination Wealth Management | 5,000 | $287.2K | 0.01% | +263+5.6% | Added |
| Old North State Wealth Management, LLC | 5,052 | $290.6K | 0.16% | +724+16.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,275 | $290.9K | 0.10% | −134−3.0% | Reduced |
| Quadrant Capital Group LLC | 5,101 | $293.0K | 0.02% | −248−4.6% | Reduced |
| Huntington National Bank | 5,191 | $298.1K | 0.00% | −660−11.3% | Reduced |
| RSM US Wealth Management LLC | 5,215 | $298.8K | 0.00% | −704−11.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,271 | $302.7K | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 5,410 | $310.7K | 0.04% | +5,410 | New |
| Barry Investment Advisors, LLC | 5,411 | $310.7K | 0.10% | +10.0% | Added |
| American State Bank (Iowa) | 5,436 | $312.2K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 5,440 | $312.4K | 0.18% | 00.0% | Unchanged |
| Advisor OS, LLC | 5,462 | $313.7K | 0.04% | +407+8.1% | Added |
| GAMMA Investing LLC | 5,498 | $315.8K | 0.03% | −22−0.4% | Reduced |
| SC&H Financial Advisors, Inc. | 5,516 | $316.8K | 0.07% | −1,003−15.4% | Reduced |
| Bensler, LLC | 5,568 | $319.8K | 0.04% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 5,585 | $321.0K | 0.23% | −484−8.0% | Reduced |
| Ballentine Partners, LLC | 5,657 | $324.9K | 0.01% | +1,443+34.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,660 | $325.1K | 0.20% | −300−5.0% | Reduced |
| Kelly Financial Group LLC | 5,679 | $326.1K | 0.12% | +5,679 | New |
| Blue Fin Capital, Inc. | 5,681 | $326.3K | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,682 | $326.4K | 0.00% | +2,727+92.3% | Added |
| Pitcairn Co | 5,760 | $330.8K | 0.02% | +2,279+65.5% | Added |
| Fisher Asset Management, LLC | 5,810 | $333.7K | 0.00% | −6,496−52.8% | Reduced |
| Quadcap Wealth Management, LLC | 5,826 | $334.6K | 0.05% | +27+0.5% | Added |
| HBK Sorce Advisory LLC | 5,865 | $336.8K | 0.01% | −65−1.1% | Reduced |
| Midwest Professional Planners, LTD. | 5,908 | $339.3K | 0.10% | +10.0% | Added |
| Jones Financial Companies LLLP | 5,915 | $339.7K | 0.00% | +1,840+45.2% | Added |
| Welch Group, LLC | 5,936 | $340.1K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,950 | $341.7K | 0.00% | −436−6.8% | Reduced |
| KCM Investment Advisors LLC | 5,992 | $344.1K | 0.01% | −20−0.3% | Reduced |
| Seeds Investor LLC | 5,997 | $344.4K | 0.10% | −1,327−18.1% | Reduced |
| Hilltop Holdings Inc. | 6,024 | $346.0K | 0.02% | +6,024 | New |
| Merit Financial Group, LLC | 6,131 | $352.1K | 0.01% | +1,611+35.6% | Added |
| Savior LLC | 6,150 | $353.2K | 2.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,160 | $353.8K | 0.00% | +111+1.8% | Added |
| BKD Wealth Advisors, LLC | 6,163 | $353.9K | 0.01% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,188 | $355.4K | 0.04% | +1,969+46.7% | Added |
| Csenge Advisory Group | 6,195 | $355.8K | 0.02% | −1,046−14.4% | Reduced |
| Tocqueville Asset Management L.P. | 6,210 | $356.6K | 0.01% | −2,551−29.1% | Reduced |
| Connecticut Wealth Management, LLC | 6,223 | $357.4K | 0.02% | +588+10.4% | Added |
| Atomi Financial Group, Inc. | 6,335 | $363.8K | 0.02% | −80−1.2% | Reduced |
| Everence Capital Management Inc | 6,530 | $375.0K | 0.02% | −7,500−53.5% | Reduced |
| Wedbush Securities Inc | 6,524 | $375.0K | 0.01% | +1,115+20.6% | Added |
| Centiva Capital, LP | 6,552 | $376.3K | 0.01% | +6,552 | New |
| Leslie Global Wealth, LLC | 6,555 | $376.5K | 0.17% | −1,000−13.2% | Reduced |
| Aptus Capital Advisors, LLC | 6,739 | $387.0K | 0.00% | +404+6.4% | Added |
| Sachetta, LLC | 6,773 | $389.0K | 0.15% | +11+0.2% | Added |
| Prosperity Wealth Management, Inc. | 6,850 | $393.4K | 0.16% | +47+0.7% | Added |
| Oak Thistle LLC | 6,871 | $394.6K | 0.12% | +6,871 | New |
| Intrua Financial, LLC | 6,918 | $397.3K | 0.06% | +2,150+45.1% | Added |
| Crestwood Advisors Group LLC | 6,974 | $400.5K | 0.01% | +3,634+108.8% | Added |