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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 65,888 | $3.78M | 0.09% | −2,389−3.5% | Reduced |
| Commerce Bank | 65,320 | $3.75M | 0.02% | +2,604+4.2% | Added |
| Comerica Bank | 65,203 | $3.74M | 0.02% | −2,782−4.1% | Reduced |
| Aventail Capital Group, LP | 64,467 | $3.70M | 0.19% | −784,913−92.4% | Reduced |
| Thrivent Financial for Lutherans | 63,012 | $3.62M | 0.01% | −7,465−10.6% | Reduced |
| Quantinno Capital Management LP | 62,974 | $3.62M | 0.04% | +30,485+93.8% | Added |
| Castellan Group, LLC | 62,036 | $3.56M | 1.54% | +62,036 | New |
| JustInvest LLC | 61,981 | $3.56M | 0.05% | +6,132+11.0% | Added |
| Janus Henderson Group PLC | 60,503 | $3.47M | 0.00% | −11,992−16.5% | Reduced |
| Two Sigma Investments, LP | 60,145 | $3.45M | 0.01% | −27,691−31.5% | Reduced |
| Mariner, LLC | 59,545 | $3.42M | 0.01% | −2,391−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 59,418 | $3.41M | 0.03% | +3,687+6.6% | Added |
| Utah Retirement Systems | 59,331 | $3.41M | 0.04% | +1,300+2.2% | Added |
| Kempner Capital Management Inc. | 58,528 | $3.36M | 1.84% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 57,786 | $3.32M | 0.01% | +5,494+10.5% | Added |
| CIBC World Markets Corp | 57,378 | $3.30M | 0.02% | +9,136+18.9% | Added |
| Raiffeisen Bank International AG | 57,067 | $3.27M | 0.05% | +57,067 | New |
| BTG Pactual Asset Management US LLC | 56,909 | $3.27M | 0.42% | −52,955−48.2% | Reduced |
| Plato Investment Management Ltd | 55,724 | $3.21M | 0.24% | +404+0.7% | Added |
| Daiwa Securities Group Inc. | 55,894 | $3.21M | 0.01% | −757−1.3% | Reduced |
| HighTower Advisors, LLC | 55,890 | $3.21M | 0.00% | −3,280−5.5% | Reduced |
| New York Life Investment Management LLC | 55,664 | $3.20M | 0.03% | +3,167+6.0% | Added |
| CIBC Asset Management Inc | 55,454 | $3.18M | 0.01% | +3,400+6.5% | Added |
| USS Investment Management Ltd | 55,447 | $3.18M | 0.02% | −34,935−38.7% | Reduced |
| Bank of Nova Scotia | 54,897 | $3.15M | 0.01% | −75,041−57.8% | Reduced |
| Engineers Gate Manager LP | 54,263 | $3.12M | 0.05% | −92,109−62.9% | Reduced |
| Kestra Private Wealth Services, LLC | 53,476 | $3.07M | 0.05% | +14,312+36.5% | Added |
| Marshall Wace, LLP | 53,179 | $3.05M | 0.00% | +30,455+134.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 52,639 | $3.02M | 0.01% | −5,462−9.4% | Reduced |
| Ostrum Asset Management | 52,383 | $3.01M | 0.26% | −16,452−23.9% | Reduced |
| Baird Financial Group, Inc. | 52,321 | $3.00M | 0.01% | +29,702+131.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 52,221 | $3.00M | 0.03% | +52,221 | New |
| Neuberger Berman Group LLC | 50,699 | $2.91M | 0.00% | −1,311−2.5% | Reduced |
| Pinnacle Associates Ltd | 49,372 | $2.84M | 0.04% | −467−0.9% | Reduced |
| Agf Management Ltd | 48,964 | $2.81M | 0.01% | −2,067−4.1% | Reduced |
| Yousif Capital Management, LLC | 48,576 | $2.79M | 0.03% | +1,542+3.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 48,459 | $2.78M | 0.03% | +2,800+6.1% | Added |
| Pathstone Holdings, LLC | 47,843 | $2.75M | 0.01% | +2,045+4.5% | Added |
| ING Groep NV | 46,797 | $2.69M | 0.02% | −1,000−2.1% | Reduced |
| Aquatic Capital Management LLC | 46,068 | $2.65M | 0.07% | +2,568+5.9% | Added |
| Nissay Asset Management Corp | 45,553 | $2.61M | 0.02% | +917+2.1% | Added |
| Schroder Investment Management Group | 45,066 | $2.58M | 0.00% | −12,196−21.3% | Reduced |
| Mutual of America Capital Management LLC | 43,886 | $2.52M | 0.03% | −114−0.3% | Reduced |
| Burney Co | 43,495 | $2.50M | 0.09% | +967+2.3% | Added |
| Generali Asset Management SPA SGR | 41,856 | $2.40M | 0.06% | +41,856 | New |
| State of Alaska, Department of Revenue | 41,784 | $2.40M | 0.03% | +270+0.7% | Added |
| UniSuper Management Pty Ltd | 41,622 | $2.39M | 0.02% | +10,421+33.4% | Added |
| Rafferty Asset Management, LLC | 41,133 | $2.36M | 0.01% | −47−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 40,231 | $2.31M | 0.01% | +9,981+33.0% | Added |
| Resources Management Corp | 38,920 | $2.23M | 0.31% | 00.0% | Unchanged |
| LSV Asset Management | 38,700 | $2.22M | 0.01% | +38,700 | New |
| Aigen Investment Management, LP | 38,122 | $2.19M | 0.39% | +29,301+332.2% | Added |
| Avanza Fonder AB | 37,742 | $2.17M | 0.06% | +37,742 | New |
| Mercer Global Advisors Inc | 37,621 | $2.16M | 0.01% | −1,066−2.8% | Reduced |
| Pacer Advisors, Inc. | 37,608 | $2.16M | 0.00% | +11,414+43.6% | Added |
| Elo Mutual Pension Insurance Co | 37,387 | $2.15M | 0.05% | +6,098+19.5% | Added |
| Captrust Financial Advisors | 36,957 | $2.12M | 0.01% | +505+1.4% | Added |
| US Bancorp | 36,567 | $2.10M | 0.00% | −8,557−19.0% | Reduced |
| STRS Ohio | 36,258 | $2.08M | 0.01% | +36,258 | New |
| Public Employees Retirement Association of Colorado | 36,166 | $2.08M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 35,927 | $2.06M | 0.01% | −1,254−3.4% | Reduced |
| Somerset Trust Co | 35,355 | $2.03M | 0.76% | +1,680+5.0% | Added |
| St Germain D J Co Inc | 35,335 | $2.03M | 0.09% | +5,577+18.7% | Added |
| O'Shaughnessy Asset Management, LLC | 34,959 | $2.01M | 0.02% | −1,854−5.0% | Reduced |
| Vident Advisory, LLC | 34,897 | $2.00M | 0.04% | +30,775+746.6% | Added |
| Glenmede Trust Co NA | 34,829 | $2.00M | 0.01% | −5,766−14.2% | Reduced |
| Mizuho Securities USA LLC | 34,727 | $1.99M | 0.04% | +11,552+49.8% | Added |
| Neville Rodie & Shaw Inc | 34,297 | $1.97M | 0.14% | +80.0% | Added |
| Mondrian Investment Partners LTD | 34,059 | $1.96M | 0.03% | −1,117−3.2% | Reduced |
| Moors & Cabot, Inc. | 34,066 | $1.96M | 0.09% | −1,733−4.8% | Reduced |
| Old Mission Capital LLC | 33,746 | $1.94M | 0.05% | +33,746 | New |
| South Dakota Investment Council | 33,566 | $1.93M | 0.04% | +6,700+24.9% | Added |
| Stance Capital LLC | 32,519 | $1.87M | 1.16% | +32,519 | New |
| Oregon Public Employees Retirement Fund | 31,465 | $1.81M | 0.03% | +840+2.7% | Added |
| Blair William & Co | 31,130 | $1.79M | 0.01% | −776−2.4% | Reduced |
| HRT Financial LP | 31,130 | $1.79M | 0.01% | +7,138+29.8% | Added |
| Northcape Wealth Management, LLC | 30,625 | $1.76M | 0.57% | +272+0.9% | Added |
| Ieq Capital, LLC | 30,236 | $1.74M | 0.02% | −5,928−16.4% | Reduced |
| Redwood Investment Management, LLC | 29,818 | $1.71M | 0.17% | +788+2.7% | Added |
| DC Investments Management, LLC | 29,465 | $1.69M | 1.10% | +12,993+78.9% | Added |
| Green Square Capital Advisors LLC | 29,099 | $1.67M | 0.24% | −1,126−3.7% | Reduced |
| Kinneret Advisory, LLC | 29,097 | $1.67M | 0.16% | −1,356−4.5% | Reduced |
| Hudson Bay Capital Management LP | 28,877 | $1.66M | 0.01% | +28,877 | New |
| Bradley Foster & Sargent Inc | 28,425 | $1.63M | 0.03% | +1,038+3.8% | Added |
| Groupama Asset Managment | 28,457 | $1.63M | 0.03% | +19,973+235.4% | Added |
| Inceptionr LLC | 28,377 | $1.63M | 0.36% | +16,271+134.4% | Added |
| Stoneridge Investment Partners LLC | 28,134 | $1.62M | 0.58% | +28,134 | New |
| M&T Bank Corp | 27,845 | $1.60M | 0.01% | +978+3.6% | Added |
| Advisors Asset Management, Inc. | 27,724 | $1.59M | 0.03% | −6,544−19.1% | Reduced |
| Gulf International Bank (UK) Ltd | 27,279 | $1.57M | 0.04% | −225−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 26,944 | $1.55M | 0.07% | +387+1.5% | Added |
| Essential Planning, LLC. | 24,570 | $1.53M | 0.01% | +24,570 | New |
| Teachers Retirement System of the State of Kentucky | 26,504 | $1.52M | 0.01% | 00.0% | Unchanged |
| Heritage Trust Co | 26,470 | $1.52M | 0.18% | +26,470 | New |
| Stratos Wealth Advisors, LLC | 25,421 | $1.46M | 0.07% | +141+0.6% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.44M | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 24,910 | $1.43M | 0.01% | +3,593+16.9% | Added |
| Finivi Inc. | 24,749 | $1.42M | 1.14% | +15,292+161.7% | Added |
| Integrated Wealth Concepts LLC | 24,699 | $1.42M | 0.02% | +769+3.2% | Added |
| Tower Research Capital LLC (TRC) | 24,638 | $1.41M | 0.03% | +2,160+9.6% | Added |