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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 7,007 | $402.4K | 0.08% | +534+8.2% | Added |
| Tiaa Trust, National Association | 7,153 | $410.7K | 0.00% | −1,817−20.3% | Reduced |
| Meeder Advisory Services, Inc. | 7,277 | $417.9K | 0.03% | +976+15.5% | Added |
| Compagnie Lombard Odier SCmA | 7,374 | $423.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,377 | $423.7K | 0.01% | −1,527−17.1% | Reduced |
| Mindset Wealth Management, LLC | 7,420 | $426.1K | 0.16% | −250−3.3% | Reduced |
| Hills Bank & Trust Co | 7,490 | $430.2K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,528 | $432.3K | 0.32% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 7,607 | $436.0K | 0.03% | +7,607 | New |
| Capstone Investment Advisors, LLC | 7,606 | $436.8K | 0.00% | +792+11.6% | Added |
| Daymark Wealth Partners, LLC | 7,606 | $436.8K | 0.02% | +9+0.1% | Added |
| Huber Capital Management LLC | 7,629 | $438.1K | 0.09% | −3,790−33.2% | Reduced |
| MONECO Advisors, LLC | 7,651 | $439.4K | 0.05% | +1,073+16.3% | Added |
| Whittier Trust Co | 7,732 | $444.0K | 0.01% | +245+3.3% | Added |
| Grimes & Company, Inc. | 7,752 | $445.2K | 0.01% | −125−1.6% | Reduced |
| Welch & Forbes LLC | 7,803 | $448.1K | 0.01% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 7,964 | $450.8K | 0.17% | −647−7.5% | Reduced |
| Glenview Trust Co | 7,859 | $451.3K | 0.01% | +2,567+48.5% | Added |
| Evergreen Capital Management LLC | 7,888 | $453.0K | 0.01% | +594+8.1% | Added |
| Belpointe Asset Management LLC | 6,709 | $453.1K | 0.03% | −65−1.0% | Reduced |
| Chatham Capital Group, Inc. | 8,047 | $462.1K | 0.08% | −984−10.9% | Reduced |
| Everett Harris & Co | 8,093 | $464.8K | 0.01% | +4,500+125.2% | Added |
| Greenleaf Trust | 8,165 | $468.9K | 0.00% | −1,398−14.6% | Reduced |
| NorthRock Partners, LLC | 8,178 | $469.6K | 0.02% | −1,723−17.4% | Reduced |
| Brown Advisory Inc | 8,188 | $470.2K | 0.00% | +759+10.2% | Added |
| Schnieders Capital Management LLC | 8,337 | $478.8K | 0.09% | +500+6.4% | Added |
| First Hawaiian Bank | 8,371 | $480.7K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 8,409 | $482.9K | 0.07% | −1,280−13.2% | Reduced |
| Sound Income Strategies, LLC | 8,421 | $483.6K | 0.03% | +53+0.6% | Added |
| New England Capital Financial Advisors LLC | 8,497 | $488.0K | 0.24% | −448−5.0% | Reduced |
| Beacon Pointe Advisors, LLC | 8,571 | $492.2K | 0.01% | +291+3.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,587 | $493.0K | 0.01% | −3,784−30.6% | Reduced |
| Bryce Point Capital, LLC | 8,656 | $497.1K | 0.14% | +8,656 | New |
| Prime Capital Investment Advisors, LLC | 8,712 | $500.3K | 0.01% | −133−1.5% | Reduced |
| Finer Wealth Management, Inc. | 8,712 | $500.3K | 0.29% | 00.0% | Unchanged |
| Paloma Partners Management Co | 8,723 | $501.0K | 0.03% | +8,723 | New |
| Fiduciary Trust Co | 8,756 | $502.9K | 0.01% | +68+0.8% | Added |
| Valmark Advisers, Inc. | 8,845 | $508.0K | 0.01% | +31+0.4% | Added |
| Mesirow Financial Investment Management, Inc. | 8,882 | $510.0K | 0.01% | +34+0.4% | Added |
| ISAM Funds (UK) Ltd | 8,981 | $515.8K | 0.38% | −2,594−22.4% | Reduced |
| Central Pacific Bank - Trust Division | 9,000 | $516.9K | 0.07% | 00.0% | Unchanged |
| Allworth Financial LP | 9,285 | $518.0K | 0.00% | +1,522+19.6% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Keybank National Association | 9,090 | $522.0K | 0.00% | +233+2.6% | Added |
| Proequities, Inc. | 9,381 | $523.4K | 0.03% | −1,054−10.1% | Reduced |
| First Manhattan Co | 9,131 | $524.4K | 0.00% | +255+2.9% | Added |
| Sherbrooke Park Advisers LLC | 9,180 | $527.2K | 0.17% | −1,024−10.0% | Reduced |
| Tableaux LLC | 9,218 | $529.4K | 0.44% | +9,218 | New |
| Live Oak Private Wealth LLC | 9,230 | $530.1K | 0.09% | +82+0.9% | Added |
| V-Square Quantitative Management LLC | 9,275 | $532.7K | 0.08% | −93−1.0% | Reduced |
| Apollon Wealth Management, LLC | 9,312 | $534.8K | 0.01% | +1,513+19.4% | Added |
| Accurate Wealth Management, LLC | 9,627 | $535.5K | 0.10% | +5,919+159.6% | Added |
| Quest Partners LLC | 9,388 | $539.2K | 0.07% | −44,920−82.7% | Reduced |
| Heritage Financial Services, LLC | 9,432 | $541.7K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 9,457 | $543.1K | 0.07% | −1,014−9.7% | Reduced |
| Blueshift Asset Management, LLC | 9,788 | $562.1K | 0.21% | +5,093+108.5% | Added |
| QRG Capital Management, Inc. | 9,808 | $563.3K | 0.01% | −319−3.1% | Reduced |
| Miller Howard Investments Inc | 9,860 | $566.3K | 0.02% | −80−0.8% | Reduced |
| Coldstream Capital Management Inc | 9,874 | $567.0K | 0.01% | +1,044+11.8% | Added |
| Regions Financial Corp | 9,918 | $569.6K | 0.00% | −13−0.1% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $570.0K | 0.06% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 10,011 | $574.9K | 0.08% | −38−0.4% | Reduced |
| Wetherby Asset Management Inc | 10,016 | $575.2K | 0.03% | +795+8.6% | Added |
| Rockefeller Capital Management L.P. | 10,049 | $577.4K | 0.00% | −213−2.1% | Reduced |
| Modern Wealth Management, LLC | 10,269 | $589.7K | 0.02% | +662+6.9% | Added |
| Shell Asset Management Co | 10,483 | $602.0K | 0.03% | −1,926−15.5% | Reduced |
| Sowa Financial Group, Inc. | 10,570 | $607.0K | 0.38% | −304−2.8% | Reduced |
| Bahl & Gaynor Inc | 10,572 | $607.1K | 0.00% | −2,438−18.7% | Reduced |
| Advisory Services Network, LLC | 10,731 | $616.3K | 0.01% | +10,731 | New |
| Wilkins Investment Counsel Inc | 10,875 | $624.6K | 0.09% | −77−0.7% | Reduced |
| Allstate Corp | 10,927 | $627.5K | 0.02% | +10,927 | New |
| Entropy Technologies, LP | 10,946 | $628.6K | 0.06% | −18,581−62.9% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $631.0K | 0.22% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 11,017 | $632.7K | 0.01% | +4,785+76.8% | Added |
| Tokio Marine Asset Management Co Ltd | 11,072 | $635.9K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 11,337 | $651.1K | 0.01% | −1,894−14.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,351 | $652.0K | 0.01% | −9,110−44.5% | Reduced |
| SG Americas Securities, LLC | 11,377 | $653.0K | 0.00% | −102,824−90.0% | Reduced |
| Resources Investment Advisors, LLC. | 11,513 | $661.2K | 0.01% | −923−7.4% | Reduced |
| Paradigm Financial Partners, LLC | 11,578 | $664.9K | 0.08% | −992−7.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,632 | $668.0K | 0.01% | +304+2.7% | Added |
| Vestcor Inc | 11,714 | $673.0K | 0.02% | +1,466+14.3% | Added |
| Empirical Finance, LLC | 11,889 | $682.8K | 0.04% | −150−1.2% | Reduced |
| Nomura Holdings Inc | 12,067 | $693.0K | 0.00% | +12,067 | New |
| Armstrong Advisory Group, Inc | 12,087 | $694.2K | 0.06% | −328−2.6% | Reduced |
| Omers Administration Corp | 12,143 | $697.4K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 12,202 | $700.8K | 0.01% | +347+2.9% | Added |
| Versor Investments LP | 12,300 | $706.4K | 0.12% | +12,300 | New |
| Prosperity Consulting Group, LLC | 12,363 | $710.0K | 0.05% | −174−1.4% | Reduced |
| Gsa Capital Partners LLP | 12,476 | $716.0K | 0.05% | −33,484−72.9% | Reduced |
| Trexquant Investment LP | 12,493 | $717.5K | 0.01% | −23,338−65.1% | Reduced |
| Verity & Verity, LLC | 12,959 | $744.2K | 0.07% | +12,959 | New |
| Assenagon Asset Management S.A. | 13,208 | $758.5K | 0.00% | −339−2.5% | Reduced |
| Manske Wealth Management | 13,225 | $759.5K | 0.30% | +13,225 | New |
| Landscape Capital Management, L.L.C. | 13,232 | $759.9K | 0.08% | −18,373−58.1% | Reduced |
| Signaturefd, LLC | 13,243 | $760.5K | 0.01% | +1,313+11.0% | Added |
| Eastern Bank | 13,266 | $761.9K | 0.01% | 00.0% | Unchanged |
| Ossiam | 13,432 | $771.4K | 0.01% | −22,670−62.8% | Reduced |
| Mystic Asset Management, Inc. | 13,439 | $771.8K | 0.21% | +4,164+44.9% | Added |
| Rockland Trust Co | 13,670 | $785.1K | 0.04% | −382−2.7% | Reduced |