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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 5,915 | $339.7K | 0.00% | +1,840+45.2% | Added |
| Midwest Professional Planners, LTD. | 5,908 | $339.3K | 0.10% | +10.0% | Added |
| HBK Sorce Advisory LLC | 5,865 | $336.8K | 0.01% | −65−1.1% | Reduced |
| Quadcap Wealth Management, LLC | 5,826 | $334.6K | 0.05% | +27+0.5% | Added |
| Fisher Asset Management, LLC | 5,810 | $333.7K | 0.00% | −6,496−52.8% | Reduced |
| Pitcairn Co | 5,760 | $330.8K | 0.02% | +2,279+65.5% | Added |
| Congress Wealth Management LLC | 5,682 | $326.4K | 0.00% | +2,727+92.3% | Added |
| Blue Fin Capital, Inc. | 5,681 | $326.3K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Group LLC | 5,679 | $326.1K | 0.12% | +5,679 | New |
| Asahi Life Asset Management Co., Ltd. | 5,660 | $325.1K | 0.20% | −300−5.0% | Reduced |
| Ballentine Partners, LLC | 5,657 | $324.9K | 0.01% | +1,443+34.2% | Added |
| Prossimo Advisors, LLC | 5,585 | $321.0K | 0.23% | −484−8.0% | Reduced |
| Bensler, LLC | 5,568 | $319.8K | 0.04% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 5,516 | $316.8K | 0.07% | −1,003−15.4% | Reduced |
| GAMMA Investing LLC | 5,498 | $315.8K | 0.03% | −22−0.4% | Reduced |
| Advisor OS, LLC | 5,462 | $313.7K | 0.04% | +407+8.1% | Added |
| Alpha Family Trust | 5,440 | $312.4K | 0.18% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $312.2K | 0.19% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,411 | $310.7K | 0.10% | +10.0% | Added |
| MUFG Securities Americas Inc. | 5,410 | $310.7K | 0.04% | +5,410 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,271 | $302.7K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 5,215 | $298.8K | 0.00% | −704−11.9% | Reduced |
| Huntington National Bank | 5,191 | $298.1K | 0.00% | −660−11.3% | Reduced |
| Quadrant Capital Group LLC | 5,101 | $293.0K | 0.02% | −248−4.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,275 | $290.9K | 0.10% | −134−3.0% | Reduced |
| Old North State Wealth Management, LLC | 5,052 | $290.6K | 0.16% | +724+16.7% | Added |
| Destination Wealth Management | 5,000 | $287.2K | 0.01% | +263+5.6% | Added |
| National Asset Management, Inc. | 4,932 | $283.3K | 0.01% | −1,022−17.2% | Reduced |
| Parallel Advisors, LLC | 4,922 | $282.7K | 0.01% | +500+11.3% | Added |
| Wells Trecaso Financial Group, LLC | 4,922 | $282.7K | 0.09% | 00.0% | Unchanged |
| Spinnaker Trust | 4,915 | $282.3K | 0.02% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,911 | $282.0K | 0.03% | −2,258−31.5% | Reduced |
| Summit Trail Advisors, LLC | 4,893 | $281.0K | 0.01% | +216+4.6% | Added |
| Horizon Investments, LLC | 4,889 | $280.8K | 0.01% | +40+0.8% | Added |
| Consilium Wealth Advisory, LLC | 4,887 | $280.7K | 0.13% | −385−7.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,860 | $279.1K | 0.02% | −22,361−82.1% | Reduced |
| Bryn Mawr Trust Co | 4,852 | $278.6K | 0.01% | +888+22.4% | Added |
| Lake Street Advisors Group, LLC | 4,850 | $278.5K | 0.01% | −20−0.4% | Reduced |
| MJP Associates Inc | 4,835 | $277.7K | 0.05% | +407+9.2% | Added |
| J.W. Cole Advisors, Inc. | 4,803 | $275.8K | 0.01% | +93+2.0% | Added |
| Bleakley Financial Group, LLC | 4,734 | $271.9K | 0.01% | −98−2.0% | Reduced |
| Clarius Group, LLC | 4,725 | $271.4K | 0.02% | +124+2.7% | Added |
| HighPoint Advisor Group LLC | 4,362 | $268.1K | 0.01% | +123+2.9% | Added |
| Perigon Wealth Management, LLC | 4,602 | $267.4K | 0.01% | +1,104+31.6% | Added |
| Beaumont Financial Advisors, LLC | 4,639 | $266.4K | 0.02% | −367−7.3% | Reduced |
| Charter Trust Co | 4,590 | $263.6K | 0.02% | −190−4.0% | Reduced |
| Oxler Private Wealth LLC | 4,572 | $262.5K | 0.09% | −645−12.4% | Reduced |
| Cresset Asset Management, LLC | 4,569 | $262.4K | 0.00% | −31,490−87.3% | Reduced |
| Shore Point Advisors, LLC | 4,542 | $260.9K | 0.14% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 4,521 | $259.6K | 0.03% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,496 | $258.2K | 0.13% | +3+0.1% | Added |
| Grace & White Inc | 4,418 | $253.7K | 0.05% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 4,414 | $253.5K | 0.00% | +55+1.3% | Added |
| Canada Post Corp Registered Pension Plan | 4,390 | $252.1K | 0.01% | +4,390 | New |
| IHT Wealth Management, LLC | 4,366 | $250.7K | 0.01% | −17−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 4,356 | $250.1K | 0.01% | +279+6.8% | Added |
| Impact Capital Partners LLC | 4,339 | $249.2K | 0.09% | +4,339 | New |
| Stablepoint Partners, LLC | 4,324 | $248.3K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,325 | $248.0K | 0.00% | +703+19.4% | Added |
| Abel Hall, LLC | 4,314 | $247.8K | 0.16% | +14+0.3% | Added |
| Brinker Capital Investments, LLC | 4,277 | $245.7K | 0.00% | +4,277 | New |
| Orion Portfolio Solutions, LLC | 4,277 | $245.7K | 0.00% | +4,277 | New |
| Formidable Asset Management, LLC | 4,252 | $244.2K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,250 | $244.1K | 0.01% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 4,242 | $243.7K | 0.09% | −8−0.2% | Reduced |
| Snowden Capital Advisors LLC | 4,180 | $240.1K | 0.01% | +13+0.3% | Added |
| Nwam LLC | 4,162 | $239.0K | 0.01% | −422−9.2% | Reduced |
| Independent Advisor Alliance | 4,121 | $236.7K | 0.00% | +151+3.8% | Added |
| IFP Advisors, Inc | 4,037 | $231.9K | 0.01% | +2,285+130.4% | Added |
| Spire Wealth Management | 4,029 | $231.4K | 0.01% | +965+31.5% | Added |
| LVW Advisors, LLC | 4,022 | $231.0K | 0.03% | −141−3.4% | Reduced |
| SageView Advisory Group, LLC | 4,012 | $230.4K | 0.01% | −282−6.6% | Reduced |
| Flputnam Investment Management Co | 4,008 | $230.2K | 0.00% | −990−19.8% | Reduced |
| Viking Fund Management LLC | 4,000 | $229.7K | 0.04% | 00.0% | Unchanged |
| Berkshire Bank | 4,000 | $229.7K | 0.05% | −3,008−42.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 3,967 | $227.8K | 0.11% | +3,967 | New |
| Frank, Rimerman Advisors LLC | 3,950 | $226.8K | 0.02% | +3+0.1% | Added |
| Graypoint LLC | 3,942 | $226.4K | 0.01% | −142−3.5% | Reduced |
| Melfa Wealth Management, LLC | 3,941 | $226.3K | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 3,918 | $225.0K | 0.01% | +399+11.3% | Added |
| Sterling Investment Counsel, LLC | 3,910 | $224.6K | 0.15% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,897 | $223.8K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,891 | $223.5K | 0.04% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,879 | $222.8K | 0.09% | −308−7.4% | Reduced |
| Oxford Asset Management LLP | 3,879 | $222.8K | 0.10% | +3,879 | New |
| Kingsview Wealth Management, LLC | 3,871 | $222.3K | 0.00% | −49−1.3% | Reduced |
| Prospera Financial Services Inc | 3,868 | $222.3K | 0.01% | +98+2.6% | Added |
| Cozad Asset Management Inc | 3,864 | $221.9K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 3,841 | $220.6K | 0.07% | −80−2.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,828 | $219.9K | 0.00% | +3,828 | New |
| Davenport & Co LLC | 3,824 | $219.6K | 0.00% | −338−8.1% | Reduced |
| Custom Index Systems, LLC | 3,810 | $218.8K | 0.12% | +3,810 | New |
| Aaron Wealth Advisors | 3,797 | $218.1K | 0.03% | +256+7.2% | Added |
| Maven Securities LTD | 3,784 | $217.3K | 0.03% | +3,784 | New |
| Hamilton Capital, LLC | 3,744 | $215.0K | 0.02% | +16+0.4% | Added |
| Checchi Capital Advisers, LLC | 3,740 | $214.8K | 0.02% | −90−2.3% | Reduced |
| Catalyst Financial Partners LLC | 3,731 | $214.3K | 0.04% | −355−8.7% | Reduced |
| Gotham Asset Management, LLC | 3,730 | $214.2K | 0.00% | −218−5.5% | Reduced |
| Tranquilli Financial Advisor LLC | 3,716 | $213.4K | 0.14% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,690 | $211.9K | 0.01% | −62−1.7% | Reduced |