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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems | 24,559 | $1.41M | 0.04% | −338−1.4% | Reduced |
| Allianz SE | 24,584 | $1.41M | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 24,097 | $1.38M | 0.01% | −603−2.4% | Reduced |
| Pensionfund Sabic | 23,500 | $1.35M | 0.36% | +6,300+36.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 22,971 | $1.32M | 0.04% | 00.0% | Unchanged |
| Hartford Investment Management Co | 22,516 | $1.29M | 0.04% | +335+1.5% | Added |
| EP Wealth Advisors, LLC | 22,274 | $1.28M | 0.01% | +5,887+35.9% | Added |
| Woodline Partners LP | 22,004 | $1.26M | 0.01% | +22,004 | New |
| Virtu Financial LLC | 21,887 | $1.26M | 0.07% | +21,887 | New |
| Essex Financial Services, Inc. | 21,795 | $1.25M | 0.09% | +876+4.2% | Added |
| First PREMIER Bank | 21,512 | $1.24M | 0.31% | 00.0% | Unchanged |
| Truist Financial Corp | 21,385 | $1.23M | 0.00% | +1,138+5.6% | Added |
| Crossmark Global Holdings, Inc. | 21,331 | $1.23M | 0.02% | +40.0% | Added |
| Sterling Capital Management LLC | 21,306 | $1.22M | 0.02% | +7,875+58.6% | Added |
| Brookstone Capital Management | 21,206 | $1.22M | 0.02% | +380+1.8% | Added |
| Stonebridge Financial Group, LLC | 21,168 | $1.22M | 0.13% | +21,168 | New |
| Bard Financial Services, Inc. | 21,060 | $1.21M | 0.15% | −655−3.0% | Reduced |
| NEOS Investment Management LLC | 20,841 | $1.20M | 0.03% | +4,977+31.4% | Added |
| Toroso Investments, LLC | 20,663 | $1.19M | 0.01% | +6,814+49.2% | Added |
| AE Wealth Management LLC | 20,475 | $1.18M | 0.01% | −540−2.6% | Reduced |
| Bollard Group LLC | 20,104 | $1.16M | 0.03% | −251−1.2% | Reduced |
| Fox Run Management, L.L.C. | 20,051 | $1.15M | 0.21% | +20,051 | New |
| Profund Advisors LLC | 19,788 | $1.14M | 0.04% | −1,771−8.2% | Reduced |
| Louisiana State Employees Retirement System | 19,700 | $1.13M | 0.02% | −400−2.0% | Reduced |
| Securian Asset Management, Inc | 19,676 | $1.13M | 0.03% | −10.0% | Reduced |
| Ascent Group, LLC | 19,663 | $1.13M | 0.08% | +230+1.2% | Added |
| JB Capital LLC | 19,637 | $1.13M | 0.06% | −988−4.8% | Reduced |
| GWM Advisors LLC | 19,629 | $1.13M | 0.01% | −3,407−14.8% | Reduced |
| Atria Investments LLC | 19,613 | $1.13M | 0.01% | −1,300−6.2% | Reduced |
| Norinchukin Bank, The | 19,457 | $1.12M | 0.02% | +3,171+19.5% | Added |
| MML Investors Services, LLC | 19,014 | $1.09M | 0.00% | −2,421−11.3% | Reduced |
| Kestra Advisory Services, LLC | 18,898 | $1.09M | 0.01% | +1,497+8.6% | Added |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.08M | 0.10% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 18,695 | $1.07M | 0.01% | −2,663−12.5% | Reduced |
| Investment Management Corp of Ontario | 18,689 | $1.07M | 0.04% | +7,026+60.2% | Added |
| Polianta Ltd | 18,600 | $1.07M | 0.51% | +18,600 | New |
| Avantax Advisory Services, Inc. | 18,577 | $1.07M | 0.01% | +274+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 18,551 | $1.07M | 0.01% | −3,153−14.5% | Reduced |
| Sequoia Financial Advisors, LLC | 18,202 | $1.05M | 0.01% | +993+5.8% | Added |
| Icon Advisers Inc | 18,000 | $1.03M | 0.23% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,958 | $1.03M | 0.01% | −19,519−52.1% | Reduced |
| PFG Investments, LLC | 17,948 | $1.03M | 0.06% | +1,161+6.9% | Added |
| Benjamin Edwards Inc | 17,923 | $1.03M | 0.01% | +1,969+12.3% | Added |
| Metis Global Partners, LLC | 17,777 | $1.02M | 0.03% | +1,036+6.2% | Added |
| Principle Wealth Partners LLC | 17,714 | $1.02M | 0.07% | +30.0% | Added |
| Kovitz Investment Group Partners, LLC | 17,594 | $1.01M | 0.00% | +487+2.8% | Added |
| Qsemble Capital Management, LP | 17,542 | $1.01M | 0.13% | +12,193+227.9% | Added |
| Mork Capital Management, LLC | 17,400 | $999.3K | 0.66% | +17,400 | New |
| New Mexico Educational Retirement Board | 17,016 | $977.0K | 0.03% | −200−1.2% | Reduced |
| Great Oak Capital Partners, LLC | 17,350 | $969.2K | 0.32% | +40+0.2% | Added |
| CAPROCK Group, Inc. | 16,611 | $954.0K | 0.03% | −2,179−11.6% | Reduced |
| CIBC Private Wealth Group, LLC | 16,526 | $937.4K | 0.00% | +111+0.7% | Added |
| Camelot Portfolios, LLC | 16,307 | $936.5K | 1.01% | −1,462−8.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,128 | $926.2K | 0.01% | −3,235−16.7% | Reduced |
| Cbre Clarion Securities LLC | 16,043 | $921.3K | 0.02% | −25,968−61.8% | Reduced |
| Scientech Research LLC | 15,998 | $918.8K | 0.26% | −6,343−28.4% | Reduced |
| Legacy Wealth Management, LLC | 15,950 | $916.0K | 0.36% | −3,280−17.1% | Reduced |
| Spirit of America Management Corp | 15,850 | $910.3K | 0.18% | +3,900+32.6% | Added |
| Code Waechter LLC | 15,606 | $896.3K | 0.78% | +355+2.3% | Added |
| Intech Investment Management LLC | 15,410 | $885.0K | 0.01% | −24,858−61.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,397 | $884.3K | 0.00% | +810+5.6% | Added |
| Penobscot Investment Management Company, Inc. | 15,383 | $883.4K | 0.08% | −1,317−7.9% | Reduced |
| Zacks Investment Management | 15,364 | $882.3K | 0.01% | +15,364 | New |
| Private Advisor Group, LLC | 15,325 | $880.1K | 0.00% | −2,928−16.0% | Reduced |
| Jane Street Group, LLC | 14,910 | $856.3K | 0.00% | −18,088−54.8% | Reduced |
| Empowered Funds, LLC | 14,830 | $851.7K | 0.01% | +5,441+58.0% | Added |
| Jump Financial, LLC | 14,650 | $841.4K | 0.02% | +7,336+100.3% | Added |
| Park Avenue Securities LLC | 14,461 | $831.0K | 0.01% | −1,048−6.8% | Reduced |
| Petrus Trust Company, LTA | 14,405 | $827.3K | 0.08% | +8,338+137.4% | Added |
| McDonald Partners LLC | 14,367 | $825.1K | 0.21% | +2,009+16.3% | Added |
| Bessemer Group Inc | 14,335 | $823.0K | 0.00% | +5,514+62.5% | Added |
| Federation des caisses Desjardins du Quebec | 14,159 | $813.0K | 0.00% | +1,507+11.9% | Added |
| Union Savings Bank | 14,114 | $810.6K | 0.40% | −813−5.4% | Reduced |
| Presima Inc. | 13,930 | $800.0K | 0.20% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 13,876 | $796.9K | 0.03% | −244−1.7% | Reduced |
| Flagship Harbor Advisors, LLC | 13,700 | $786.8K | 0.04% | +395+3.0% | Added |
| Rockland Trust Co | 13,670 | $785.1K | 0.04% | −382−2.7% | Reduced |
| Mystic Asset Management, Inc. | 13,439 | $771.8K | 0.21% | +4,164+44.9% | Added |
| Ossiam | 13,432 | $771.4K | 0.01% | −22,670−62.8% | Reduced |
| Eastern Bank | 13,266 | $761.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,243 | $760.5K | 0.01% | +1,313+11.0% | Added |
| Landscape Capital Management, L.L.C. | 13,232 | $759.9K | 0.08% | −18,373−58.1% | Reduced |
| Manske Wealth Management | 13,225 | $759.5K | 0.30% | +13,225 | New |
| Assenagon Asset Management S.A. | 13,208 | $758.5K | 0.00% | −339−2.5% | Reduced |
| Verity & Verity, LLC | 12,959 | $744.2K | 0.07% | +12,959 | New |
| Trexquant Investment LP | 12,493 | $717.5K | 0.01% | −23,338−65.1% | Reduced |
| Gsa Capital Partners LLP | 12,476 | $716.0K | 0.05% | −33,484−72.9% | Reduced |
| Prosperity Consulting Group, LLC | 12,363 | $710.0K | 0.05% | −174−1.4% | Reduced |
| Versor Investments LP | 12,300 | $706.4K | 0.12% | +12,300 | New |
| Savant Capital, LLC | 12,202 | $700.8K | 0.01% | +347+2.9% | Added |
| Omers Administration Corp | 12,143 | $697.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 12,087 | $694.2K | 0.06% | −328−2.6% | Reduced |
| Nomura Holdings Inc | 12,067 | $693.0K | 0.00% | +12,067 | New |
| Empirical Finance, LLC | 11,889 | $682.8K | 0.04% | −150−1.2% | Reduced |
| Vestcor Inc | 11,714 | $673.0K | 0.02% | +1,466+14.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,632 | $668.0K | 0.01% | +304+2.7% | Added |
| Paradigm Financial Partners, LLC | 11,578 | $664.9K | 0.08% | −992−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 11,513 | $661.2K | 0.01% | −923−7.4% | Reduced |
| SG Americas Securities, LLC | 11,377 | $653.0K | 0.00% | −102,824−90.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,351 | $652.0K | 0.01% | −9,110−44.5% | Reduced |