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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.

Institutional holdersQ4 2024: 876 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2024: $17.5B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2024.

Institutions holding ES in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lido Advisors, LLC0$00.00%−6,051−100.0%Sold out
United Asset Strategies, Inc.0$00.00%−5,998−100.0%Sold out
Waddell & Associates, LLC0$00.00%−5,630−100.0%Sold out
Jmac Enterprises LLC0$00.00%−5,600−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−5,543−100.0%Sold out
XTX Topco Ltd0$00.00%−5,370−100.0%Sold out
MBB Public Markets I LLC0$00.00%−4,950−100.0%Sold out
Cullinan Associates Inc0$00.00%−4,357−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−4,170−100.0%Sold out
RFG Advisory, LLC0$00.00%−3,947−100.0%Sold out
Kesler, Norman & Wride, LLC0$00.00%−3,897−100.0%Sold out
Kraematon Investment Advisors, Inc0$00.00%−3,674−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−3,668−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−3,514−100.0%Sold out
Sterling Financial Planning, Inc.0$00.00%−3,452−100.0%Sold out
Pine Haven Investment Counsel, Inc0$00.00%−3,451−100.0%Sold out
Wealth Alliance0$00.00%−3,440−100.0%Sold out
FC Advisory LLC0$00.00%−3,435−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,391−100.0%Sold out
Redhawk Wealth Advisors, Inc.0$00.00%−3,344−100.0%Sold out
Coastal Bridge Advisors, LLC0$00.00%−3,335−100.0%Sold out
McKinley Carter Wealth Services, Inc.0$00.00%−3,314−100.0%Sold out
Net Worth Advisory Group0$00.00%−3,250−100.0%Sold out
MQS Management LLC0$00.00%−3,204−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−3,172−100.0%Sold out
Patrick M Sweeney & Associates, Inc0$00.00%−3,174−100.0%Sold out
Sculati Wealth Management, LLC0$00.00%−3,162−100.0%Sold out
StoneX Group Inc.0$00.00%−3,124−100.0%Sold out
Parcion Private Wealth LLC0$00.00%−3,090−100.0%Sold out
Cidel Asset Management Inc0$00.00%−3,089−100.0%Sold out
Black Diamond Financial, LLC0$00.00%−3,054−100.0%Sold out
Resonant Capital Advisors, LLC0$00.00%−3,046−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−3,044−100.0%Sold out
Strait & Sound Wealth Management LLC0$00.00%−3,027−100.0%Sold out
Hardman Johnston Global Advisors LLC0$00.00%−3,000−100.0%Sold out
Woodstock Corp0$00.00%−2,986−100.0%Sold out
Means Investment Co., Inc.0$00.00%−2,982−100.0%Sold out
Avestar Capital, LLC0$00.00%−2,951−100.0%Sold out
Walleye Trading LLC0$00.00%−2,228−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−1,475−100.0%Sold out
Motco0$00.00%−1,179−100.0%Sold out
Millburn Ridgefield Corp0$00.00%−1,112−100.0%Sold out
Intact Investment Management Inc.0$00.00%−1,100−100.0%Sold out
Alta Advisers Ltd0$00.00%−1,000−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−727−100.0%Sold out
McMahon Financial Advisors, LLC0$00.00%−706−100.0%Sold out
Ashton Thomas Securities, LLC0$00.00%−466−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−261−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−223−100.0%Sold out
Legacy Investment Solutions, LLC0$00.00%−211−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−211−100.0%Sold out
Kepos Capital LP0$00.00%−183−100.0%Sold out
Aspire Private Capital, LLC0$00.00%−135−100.0%Sold out
Hartford Financial Management Inc.0$00.00%−130−100.0%Sold out
Operose Advisors LLC0$00.00%−118−100.0%Sold out
City Holding Co0$00.00%−81−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−77−100.0%Sold out
CBIZ Investment Advisory Services, LLC0$00.00%−70−100.0%Sold out
Keener Financial Planning LLC0$00.00%−62−100.0%Sold out
Centennial Bank0$00.00%−47−100.0%Sold out
Copley Financial Group, Inc.0$00.00%−34−100.0%Sold out
Baldwin Brothers Inc0$00.00%−27−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−25−100.0%Sold out
Salomon & Ludwin, LLC0$00.00%−16−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−16−100.0%Sold out
Riverview Trust Co0$00.00%−15−100.0%Sold out
JDM Financial Group LLC0$00.00%−14−100.0%Sold out
Creekmur Asset Management LLC0$00.00%−7−100.0%Sold out
Fairman Group, LLC0$00.00%−7−100.0%Sold out
Claris Advisors, LLC0$00.00%−6−100.0%Sold out
WestEnd Advisors, LLC0$00.00%−5−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−1−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%0Sold out
International Assets Investment Management, LLC0$00.00%−254,567−100.0%Sold out
Raymond James & Associates––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed
PATRIZIA Pty Ltd––––Not filed
Banque Cantonale Vaudoise––––Not filed
B. Metzler seel. Sohn & Co. Holding AG––––Not filed
Argent Financial Group, Inc.––––Not filed
Rakuten Investment Management, Inc.––––Not filed
PEAK6 Investments LLC––––Not filed
SpiderRock Advisors, LLC––––Not filed
Raymond James Trust N.A.––––Not filed
Brophy Wealth Management, LLC––––Not filed
Prio Wealth Limited Partnership––––Not filed
First Personal Financial Services––––Not filed
Northwest Investment Counselors, LLC––––Not filed
ClariVest Asset Management LLC––––Not filed