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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 11,337 | $651.1K | 0.01% | −1,894−14.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 11,072 | $635.9K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 11,017 | $632.7K | 0.01% | +4,785+76.8% | Added |
| Centerpoint Advisors, LLC | 10,983 | $631.0K | 0.22% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,946 | $628.6K | 0.06% | −18,581−62.9% | Reduced |
| Allstate Corp | 10,927 | $627.5K | 0.02% | +10,927 | New |
| Wilkins Investment Counsel Inc | 10,875 | $624.6K | 0.09% | −77−0.7% | Reduced |
| Advisory Services Network, LLC | 10,731 | $616.3K | 0.01% | +10,731 | New |
| Bahl & Gaynor Inc | 10,572 | $607.1K | 0.00% | −2,438−18.7% | Reduced |
| Sowa Financial Group, Inc. | 10,570 | $607.0K | 0.38% | −304−2.8% | Reduced |
| Shell Asset Management Co | 10,483 | $602.0K | 0.03% | −1,926−15.5% | Reduced |
| Modern Wealth Management, LLC | 10,269 | $589.7K | 0.02% | +662+6.9% | Added |
| Rockefeller Capital Management L.P. | 10,049 | $577.4K | 0.00% | −213−2.1% | Reduced |
| Wetherby Asset Management Inc | 10,016 | $575.2K | 0.03% | +795+8.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,011 | $574.9K | 0.08% | −38−0.4% | Reduced |
| Amica Mutual Insurance Co | 9,930 | $570.0K | 0.06% | 00.0% | Unchanged |
| Regions Financial Corp | 9,918 | $569.6K | 0.00% | −13−0.1% | Reduced |
| Coldstream Capital Management Inc | 9,874 | $567.0K | 0.01% | +1,044+11.8% | Added |
| Miller Howard Investments Inc | 9,860 | $566.3K | 0.02% | −80−0.8% | Reduced |
| QRG Capital Management, Inc. | 9,808 | $563.3K | 0.01% | −319−3.1% | Reduced |
| Blueshift Asset Management, LLC | 9,788 | $562.1K | 0.21% | +5,093+108.5% | Added |
| Claro Advisors LLC | 9,457 | $543.1K | 0.07% | −1,014−9.7% | Reduced |
| Heritage Financial Services, LLC | 9,432 | $541.7K | 0.07% | 00.0% | Unchanged |
| Quest Partners LLC | 9,388 | $539.2K | 0.07% | −44,920−82.7% | Reduced |
| Accurate Wealth Management, LLC | 9,627 | $535.5K | 0.10% | +5,919+159.6% | Added |
| Apollon Wealth Management, LLC | 9,312 | $534.8K | 0.01% | +1,513+19.4% | Added |
| V-Square Quantitative Management LLC | 9,275 | $532.7K | 0.08% | −93−1.0% | Reduced |
| Live Oak Private Wealth LLC | 9,230 | $530.1K | 0.09% | +82+0.9% | Added |
| Tableaux LLC | 9,218 | $529.4K | 0.44% | +9,218 | New |
| Sherbrooke Park Advisers LLC | 9,180 | $527.2K | 0.17% | −1,024−10.0% | Reduced |
| First Manhattan Co | 9,131 | $524.4K | 0.00% | +255+2.9% | Added |
| Proequities, Inc. | 9,381 | $523.4K | 0.03% | −1,054−10.1% | Reduced |
| Keybank National Association | 9,090 | $522.0K | 0.00% | +233+2.6% | Added |
| Cape Cod Five Cents Savings Bank | 7,668 | $521.8K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 9,285 | $518.0K | 0.00% | +1,522+19.6% | Added |
| Central Pacific Bank - Trust Division | 9,000 | $516.9K | 0.07% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 8,981 | $515.8K | 0.38% | −2,594−22.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 8,882 | $510.0K | 0.01% | +34+0.4% | Added |
| Valmark Advisers, Inc. | 8,845 | $508.0K | 0.01% | +31+0.4% | Added |
| Fiduciary Trust Co | 8,756 | $502.9K | 0.01% | +68+0.8% | Added |
| Paloma Partners Management Co | 8,723 | $501.0K | 0.03% | +8,723 | New |
| Finer Wealth Management, Inc. | 8,712 | $500.3K | 0.29% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,712 | $500.3K | 0.01% | −133−1.5% | Reduced |
| Bryce Point Capital, LLC | 8,656 | $497.1K | 0.14% | +8,656 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,587 | $493.0K | 0.01% | −3,784−30.6% | Reduced |
| Beacon Pointe Advisors, LLC | 8,571 | $492.2K | 0.01% | +291+3.5% | Added |
| New England Capital Financial Advisors LLC | 8,497 | $488.0K | 0.24% | −448−5.0% | Reduced |
| Sound Income Strategies, LLC | 8,421 | $483.6K | 0.03% | +53+0.6% | Added |
| Baker Ellis Asset Management LLC | 8,409 | $482.9K | 0.07% | −1,280−13.2% | Reduced |
| First Hawaiian Bank | 8,371 | $480.7K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 8,337 | $478.8K | 0.09% | +500+6.4% | Added |
| Brown Advisory Inc | 8,188 | $470.2K | 0.00% | +759+10.2% | Added |
| NorthRock Partners, LLC | 8,178 | $469.6K | 0.02% | −1,723−17.4% | Reduced |
| Greenleaf Trust | 8,165 | $468.9K | 0.00% | −1,398−14.6% | Reduced |
| Everett Harris & Co | 8,093 | $464.8K | 0.01% | +4,500+125.2% | Added |
| Chatham Capital Group, Inc. | 8,047 | $462.1K | 0.08% | −984−10.9% | Reduced |
| Belpointe Asset Management LLC | 6,709 | $453.1K | 0.03% | −65−1.0% | Reduced |
| Evergreen Capital Management LLC | 7,888 | $453.0K | 0.01% | +594+8.1% | Added |
| Glenview Trust Co | 7,859 | $451.3K | 0.01% | +2,567+48.5% | Added |
| My Legacy Advisors, LLC | 7,964 | $450.8K | 0.17% | −647−7.5% | Reduced |
| Welch & Forbes LLC | 7,803 | $448.1K | 0.01% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,752 | $445.2K | 0.01% | −125−1.6% | Reduced |
| Whittier Trust Co | 7,732 | $444.0K | 0.01% | +245+3.3% | Added |
| MONECO Advisors, LLC | 7,651 | $439.4K | 0.05% | +1,073+16.3% | Added |
| Huber Capital Management LLC | 7,629 | $438.1K | 0.09% | −3,790−33.2% | Reduced |
| Daymark Wealth Partners, LLC | 7,606 | $436.8K | 0.02% | +9+0.1% | Added |
| Capstone Investment Advisors, LLC | 7,606 | $436.8K | 0.00% | +792+11.6% | Added |
| Quantitative Investment Management, LLC | 7,607 | $436.0K | 0.03% | +7,607 | New |
| Valley Brook Capital Group | 7,528 | $432.3K | 0.32% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,490 | $430.2K | 0.03% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 7,420 | $426.1K | 0.16% | −250−3.3% | Reduced |
| Stratos Wealth Partners, LTD. | 7,377 | $423.7K | 0.01% | −1,527−17.1% | Reduced |
| Compagnie Lombard Odier SCmA | 7,374 | $423.5K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,277 | $417.9K | 0.03% | +976+15.5% | Added |
| Tiaa Trust, National Association | 7,153 | $410.7K | 0.00% | −1,817−20.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,007 | $402.4K | 0.08% | +534+8.2% | Added |
| Crestwood Advisors Group LLC | 6,974 | $400.5K | 0.01% | +3,634+108.8% | Added |
| Intrua Financial, LLC | 6,918 | $397.3K | 0.06% | +2,150+45.1% | Added |
| Oak Thistle LLC | 6,871 | $394.6K | 0.12% | +6,871 | New |
| Prosperity Wealth Management, Inc. | 6,850 | $393.4K | 0.16% | +47+0.7% | Added |
| Sachetta, LLC | 6,773 | $389.0K | 0.15% | +11+0.2% | Added |
| Aptus Capital Advisors, LLC | 6,739 | $387.0K | 0.00% | +404+6.4% | Added |
| Leslie Global Wealth, LLC | 6,555 | $376.5K | 0.17% | −1,000−13.2% | Reduced |
| Centiva Capital, LP | 6,552 | $376.3K | 0.01% | +6,552 | New |
| Everence Capital Management Inc | 6,530 | $375.0K | 0.02% | −7,500−53.5% | Reduced |
| Wedbush Securities Inc | 6,524 | $375.0K | 0.01% | +1,115+20.6% | Added |
| Atomi Financial Group, Inc. | 6,335 | $363.8K | 0.02% | −80−1.2% | Reduced |
| Connecticut Wealth Management, LLC | 6,223 | $357.4K | 0.02% | +588+10.4% | Added |
| Tocqueville Asset Management L.P. | 6,210 | $356.6K | 0.01% | −2,551−29.1% | Reduced |
| Csenge Advisory Group | 6,195 | $355.8K | 0.02% | −1,046−14.4% | Reduced |
| Cable Hill Partners, LLC | 6,188 | $355.4K | 0.04% | +1,969+46.7% | Added |
| BKD Wealth Advisors, LLC | 6,163 | $353.9K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,160 | $353.8K | 0.00% | +111+1.8% | Added |
| Savior LLC | 6,150 | $353.2K | 2.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,131 | $352.1K | 0.01% | +1,611+35.6% | Added |
| Hilltop Holdings Inc. | 6,024 | $346.0K | 0.02% | +6,024 | New |
| Seeds Investor LLC | 5,997 | $344.4K | 0.10% | −1,327−18.1% | Reduced |
| KCM Investment Advisors LLC | 5,992 | $344.1K | 0.01% | −20−0.3% | Reduced |
| Wealthspire Advisors, LLC | 5,950 | $341.7K | 0.00% | −436−6.8% | Reduced |
| Welch Group, LLC | 5,936 | $340.1K | 0.02% | 00.0% | Unchanged |