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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 13,700 | $786.8K | 0.04% | +395+3.0% | Added |
| Ameritas Investment Partners, Inc. | 13,876 | $796.9K | 0.03% | −244−1.7% | Reduced |
| Presima Inc. | 13,930 | $800.0K | 0.20% | 00.0% | Unchanged |
| Union Savings Bank | 14,114 | $810.6K | 0.40% | −813−5.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,159 | $813.0K | 0.00% | +1,507+11.9% | Added |
| Bessemer Group Inc | 14,335 | $823.0K | 0.00% | +5,514+62.5% | Added |
| McDonald Partners LLC | 14,367 | $825.1K | 0.21% | +2,009+16.3% | Added |
| Petrus Trust Company, LTA | 14,405 | $827.3K | 0.08% | +8,338+137.4% | Added |
| Park Avenue Securities LLC | 14,461 | $831.0K | 0.01% | −1,048−6.8% | Reduced |
| Jump Financial, LLC | 14,650 | $841.4K | 0.02% | +7,336+100.3% | Added |
| Empowered Funds, LLC | 14,830 | $851.7K | 0.01% | +5,441+58.0% | Added |
| Jane Street Group, LLC | 14,910 | $856.3K | 0.00% | −18,088−54.8% | Reduced |
| Private Advisor Group, LLC | 15,325 | $880.1K | 0.00% | −2,928−16.0% | Reduced |
| Zacks Investment Management | 15,364 | $882.3K | 0.01% | +15,364 | New |
| Penobscot Investment Management Company, Inc. | 15,383 | $883.4K | 0.08% | −1,317−7.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,397 | $884.3K | 0.00% | +810+5.6% | Added |
| Intech Investment Management LLC | 15,410 | $885.0K | 0.01% | −24,858−61.7% | Reduced |
| Code Waechter LLC | 15,606 | $896.3K | 0.78% | +355+2.3% | Added |
| Spirit of America Management Corp | 15,850 | $910.3K | 0.18% | +3,900+32.6% | Added |
| Legacy Wealth Management, LLC | 15,950 | $916.0K | 0.36% | −3,280−17.1% | Reduced |
| Scientech Research LLC | 15,998 | $918.8K | 0.26% | −6,343−28.4% | Reduced |
| Cbre Clarion Securities LLC | 16,043 | $921.3K | 0.02% | −25,968−61.8% | Reduced |
| United Capital Financial Advisers, LLC | 16,128 | $926.2K | 0.01% | −3,235−16.7% | Reduced |
| Camelot Portfolios, LLC | 16,307 | $936.5K | 1.01% | −1,462−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 16,526 | $937.4K | 0.00% | +111+0.7% | Added |
| CAPROCK Group, Inc. | 16,611 | $954.0K | 0.03% | −2,179−11.6% | Reduced |
| Great Oak Capital Partners, LLC | 17,350 | $969.2K | 0.32% | +40+0.2% | Added |
| New Mexico Educational Retirement Board | 17,016 | $977.0K | 0.03% | −200−1.2% | Reduced |
| Mork Capital Management, LLC | 17,400 | $999.3K | 0.66% | +17,400 | New |
| Qsemble Capital Management, LP | 17,542 | $1.01M | 0.13% | +12,193+227.9% | Added |
| Kovitz Investment Group Partners, LLC | 17,594 | $1.01M | 0.00% | +487+2.8% | Added |
| Principle Wealth Partners LLC | 17,714 | $1.02M | 0.07% | +30.0% | Added |
| Metis Global Partners, LLC | 17,777 | $1.02M | 0.03% | +1,036+6.2% | Added |
| Benjamin Edwards Inc | 17,923 | $1.03M | 0.01% | +1,969+12.3% | Added |
| PFG Investments, LLC | 17,948 | $1.03M | 0.06% | +1,161+6.9% | Added |
| Schonfeld Strategic Advisors LLC | 17,958 | $1.03M | 0.01% | −19,519−52.1% | Reduced |
| Icon Advisers Inc | 18,000 | $1.03M | 0.23% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 18,202 | $1.05M | 0.01% | +993+5.8% | Added |
| Steward Partners Investment Advisory, LLC | 18,551 | $1.07M | 0.01% | −3,153−14.5% | Reduced |
| Avantax Advisory Services, Inc. | 18,577 | $1.07M | 0.01% | +274+1.5% | Added |
| Polianta Ltd | 18,600 | $1.07M | 0.51% | +18,600 | New |
| Investment Management Corp of Ontario | 18,689 | $1.07M | 0.04% | +7,026+60.2% | Added |
| Sanctuary Advisors, LLC | 18,695 | $1.07M | 0.01% | −2,663−12.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.08M | 0.10% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 18,898 | $1.09M | 0.01% | +1,497+8.6% | Added |
| MML Investors Services, LLC | 19,014 | $1.09M | 0.00% | −2,421−11.3% | Reduced |
| Norinchukin Bank, The | 19,457 | $1.12M | 0.02% | +3,171+19.5% | Added |
| Atria Investments LLC | 19,613 | $1.13M | 0.01% | −1,300−6.2% | Reduced |
| GWM Advisors LLC | 19,629 | $1.13M | 0.01% | −3,407−14.8% | Reduced |
| JB Capital LLC | 19,637 | $1.13M | 0.06% | −988−4.8% | Reduced |
| Ascent Group, LLC | 19,663 | $1.13M | 0.08% | +230+1.2% | Added |
| Securian Asset Management, Inc | 19,676 | $1.13M | 0.03% | −10.0% | Reduced |
| Louisiana State Employees Retirement System | 19,700 | $1.13M | 0.02% | −400−2.0% | Reduced |
| Profund Advisors LLC | 19,788 | $1.14M | 0.04% | −1,771−8.2% | Reduced |
| Fox Run Management, L.L.C. | 20,051 | $1.15M | 0.21% | +20,051 | New |
| Bollard Group LLC | 20,104 | $1.16M | 0.03% | −251−1.2% | Reduced |
| AE Wealth Management LLC | 20,475 | $1.18M | 0.01% | −540−2.6% | Reduced |
| Toroso Investments, LLC | 20,663 | $1.19M | 0.01% | +6,814+49.2% | Added |
| NEOS Investment Management LLC | 20,841 | $1.20M | 0.03% | +4,977+31.4% | Added |
| Bard Financial Services, Inc. | 21,060 | $1.21M | 0.15% | −655−3.0% | Reduced |
| Stonebridge Financial Group, LLC | 21,168 | $1.22M | 0.13% | +21,168 | New |
| Brookstone Capital Management | 21,206 | $1.22M | 0.02% | +380+1.8% | Added |
| Sterling Capital Management LLC | 21,306 | $1.22M | 0.02% | +7,875+58.6% | Added |
| Crossmark Global Holdings, Inc. | 21,331 | $1.23M | 0.02% | +40.0% | Added |
| Truist Financial Corp | 21,385 | $1.23M | 0.00% | +1,138+5.6% | Added |
| First PREMIER Bank | 21,512 | $1.24M | 0.31% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 21,795 | $1.25M | 0.09% | +876+4.2% | Added |
| Virtu Financial LLC | 21,887 | $1.26M | 0.07% | +21,887 | New |
| Woodline Partners LP | 22,004 | $1.26M | 0.01% | +22,004 | New |
| EP Wealth Advisors, LLC | 22,274 | $1.28M | 0.01% | +5,887+35.9% | Added |
| Hartford Investment Management Co | 22,516 | $1.29M | 0.04% | +335+1.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,971 | $1.32M | 0.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 23,500 | $1.35M | 0.36% | +6,300+36.6% | Added |
| Fifth Third Bancorp | 24,097 | $1.38M | 0.01% | −603−2.4% | Reduced |
| Allianz SE | 24,584 | $1.41M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 24,559 | $1.41M | 0.04% | −338−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 24,638 | $1.41M | 0.03% | +2,160+9.6% | Added |
| Integrated Wealth Concepts LLC | 24,699 | $1.42M | 0.02% | +769+3.2% | Added |
| Finivi Inc. | 24,749 | $1.42M | 1.14% | +15,292+161.7% | Added |
| D.A. Davidson & Co. | 24,910 | $1.43M | 0.01% | +3,593+16.9% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.44M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 25,421 | $1.46M | 0.07% | +141+0.6% | Added |
| Heritage Trust Co | 26,470 | $1.52M | 0.18% | +26,470 | New |
| Teachers Retirement System of the State of Kentucky | 26,504 | $1.52M | 0.01% | 00.0% | Unchanged |
| Essential Planning, LLC. | 24,570 | $1.53M | 0.01% | +24,570 | New |
| Dynamic Advisor Solutions LLC | 26,944 | $1.55M | 0.07% | +387+1.5% | Added |
| Gulf International Bank (UK) Ltd | 27,279 | $1.57M | 0.04% | −225−0.8% | Reduced |
| Advisors Asset Management, Inc. | 27,724 | $1.59M | 0.03% | −6,544−19.1% | Reduced |
| M&T Bank Corp | 27,845 | $1.60M | 0.01% | +978+3.6% | Added |
| Stoneridge Investment Partners LLC | 28,134 | $1.62M | 0.58% | +28,134 | New |
| Inceptionr LLC | 28,377 | $1.63M | 0.36% | +16,271+134.4% | Added |
| Groupama Asset Managment | 28,457 | $1.63M | 0.03% | +19,973+235.4% | Added |
| Bradley Foster & Sargent Inc | 28,425 | $1.63M | 0.03% | +1,038+3.8% | Added |
| Hudson Bay Capital Management LP | 28,877 | $1.66M | 0.01% | +28,877 | New |
| Kinneret Advisory, LLC | 29,097 | $1.67M | 0.16% | −1,356−4.5% | Reduced |
| Green Square Capital Advisors LLC | 29,099 | $1.67M | 0.24% | −1,126−3.7% | Reduced |
| DC Investments Management, LLC | 29,465 | $1.69M | 1.10% | +12,993+78.9% | Added |
| Redwood Investment Management, LLC | 29,818 | $1.71M | 0.17% | +788+2.7% | Added |
| Ieq Capital, LLC | 30,236 | $1.74M | 0.02% | −5,928−16.4% | Reduced |
| Northcape Wealth Management, LLC | 30,625 | $1.76M | 0.57% | +272+0.9% | Added |