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 |
|---|---|---|---|---|---|
| Thomasville National Bank | 3,686 | $211.7K | 0.02% | −600−14.0% | Reduced |
| Vise Technologies, Inc. | 3,682 | $211.5K | 0.02% | −1,174−24.2% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 3,680 | $211.3K | 0.13% | +3,680 | New |
| Cigna Investments Inc | 3,658 | $210.0K | 0.04% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 3,649 | $210.0K | 0.01% | +3,649 | New |
| Flynn Zito Capital Management, LLC | 3,655 | $209.9K | 0.10% | +44+1.2% | Added |
| Capital Investment Advisors, LLC | 3,627 | $208.3K | 0.00% | +3,627 | New |
| LGT Group Foundation | 3,585 | $205.9K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,583 | $205.8K | 0.01% | −108−2.9% | Reduced |
| Cadence Wealth Management LLC | 3,521 | $202.2K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,496 | $200.8K | 0.00% | 00.0% | Unchanged |
| LongView Wealth Management | 3,493 | $200.6K | 0.06% | +43+1.2% | Added |
| Putney Financial Group LLC | 3,460 | $198.7K | 0.18% | +3,460 | New |
| Private Trust Co NA | 3,137 | $180.2K | 0.02% | +64+2.1% | Added |
| SRS Capital Advisors, Inc. | 3,094 | $177.7K | 0.01% | +2,896+1,462.6% | Added |
| Sandy Spring Bank | 3,091 | $177.5K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,832 | $162.6K | 0.00% | −149−5.0% | Reduced |
| Continuum Advisory, LLC | 2,735 | $157.1K | 0.02% | −484−15.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,676 | $153.7K | 0.00% | +329+14.0% | Added |
| Albion Financial Group | 2,644 | $151.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,639 | $151.6K | 0.00% | +111+4.4% | Added |
| Virtus ETF Advisers LLC | 2,634 | $151.3K | 0.06% | −182−6.5% | Reduced |
| MAI Capital Management | 2,633 | $151.2K | 0.00% | +2,633 | New |
| NBT Bank N A | 2,600 | $149.3K | 0.01% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 2,600 | $149.3K | 0.02% | +2,600 | New |
| Oliver Lagore Vanvalin Investment Group | 2,502 | $143.7K | 0.04% | +2,502 | New |
| EverSource Wealth Advisors, LLC | 2,381 | $136.7K | 0.01% | +703+41.9% | Added |
| Walleye Capital LLC | 2,373 | $136.3K | 0.00% | −23,868−91.0% | Reduced |
| Lindbrook Capital, LLC | 2,346 | $134.7K | 0.01% | +341+17.0% | Added |
| Headlands Technologies LLC | 2,326 | $133.6K | 0.01% | +2,326 | New |
| Brown, Lisle/Cummings, Inc. | 2,316 | $133.0K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2,197 | $132.3K | 0.07% | +2,197 | New |
| Montag A & Associates Inc | 2,250 | $129.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,249 | $129.2K | 0.00% | −751−25.0% | Reduced |
| Smartleaf Asset Management LLC | 2,137 | $122.5K | 0.01% | +361+20.3% | Added |
| Richardson Financial Services Inc. | 2,105 | $120.6K | 0.08% | −215−9.3% | Reduced |
| Principal Securities, Inc. | 2,093 | $120.2K | 0.00% | +412+24.5% | Added |
| Y.D. More Investments Ltd | 2,076 | $119.2K | 0.01% | +143+7.4% | Added |
| Centaurus Financial, Inc. | 2,046 | $118.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,028 | $116.5K | 0.01% | +1,785+734.6% | Added |
| Parkside Financial Bank & Trust | 1,991 | $114.3K | 0.02% | +36+1.8% | Added |
| AdvisorNet Financial, Inc | 1,916 | $110.1K | 0.01% | −82−4.1% | Reduced |
| Ci Investments Inc. | 1,914 | $110.0K | 0.00% | +480+33.5% | Added |
| Quent Capital, LLC | 1,885 | $108.2K | 0.01% | +488+34.9% | Added |
| Exchange Traded Concepts, LLC | 1,855 | $106.5K | 0.00% | +176+10.5% | Added |
| Center for Financial Planning, Inc. | 1,803 | $103.5K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,775 | $101.9K | 0.03% | −710−28.6% | Reduced |
| Capital Analysts, LLC | 1,721 | $99.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,715 | $98.5K | 0.00% | −249−12.7% | Reduced |
| CVA Family Office, LLC | 1,700 | $97.6K | 0.02% | −37−2.1% | Reduced |
| Smithfield Trust Co | 1,673 | $96.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,617 | $92.9K | 0.01% | −76−4.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,604 | $92.1K | 0.00% | +160+11.1% | Added |
| HM Payson & Co | 1,572 | $90.3K | 0.00% | −54−3.3% | Reduced |
| Hexagon Capital Partners LLC | 1,544 | $88.7K | 0.02% | +311+25.2% | Added |
| Vision Financial Markets LLC | 1,506 | $86.5K | 0.09% | +1,506 | New |
| Geneos Wealth Management Inc. | 1,497 | $86.0K | 0.00% | −96−6.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,494 | $85.8K | 0.00% | +1,431+2,271.4% | Added |
| Crews Bank & Trust | 1,482 | $85.1K | 0.01% | +1,482 | New |
| PSI Advisors, LLC | 1,481 | $85.1K | 0.03% | −8−0.5% | Reduced |
| ORG Wealth Partners, LLC | 1,428 | $82.0K | 0.03% | −45−3.1% | Reduced |
| GeoWealth Management, LLC | 1,420 | $81.6K | 0.00% | +109+8.3% | Added |
| Sentry Investment Management LLC | 1,406 | $81.0K | 0.04% | −229−14.0% | Reduced |
| TD Private Client Wealth LLC | 1,399 | $80.3K | 0.00% | −265−15.9% | Reduced |
| Massmutual Trust Co FSB | 1,341 | $77.0K | 0.00% | +25+1.9% | Added |
| TSFG, LLC | 1,330 | $76.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,312 | $75.3K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,297 | $74.0K | 0.03% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,253 | $72.0K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,249 | $71.7K | 0.05% | +1,249 | New |
| Bartlett & Co. Wealth Management LLC | 1,246 | $71.6K | 0.00% | −500−28.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,221 | $70.1K | 0.03% | +1,108+980.5% | Added |
| Capital Advisors, Ltd. LLC | 1,194 | $69.0K | 0.01% | −35−2.8% | Reduced |
| Nemes Rush Group LLC | 1,200 | $68.9K | 0.01% | +1,069+816.0% | Added |
| Washington Trust Advisors, Inc. | 1,171 | $67.2K | 0.01% | −28−2.3% | Reduced |
| Amica Retiree Medical Trust | 1,169 | $67.0K | 0.06% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 1,134 | $65.1K | 0.06% | +1,134 | New |
| FSA Wealth Management LLC | 1,105 | $63.5K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1,105 | $63.5K | 0.04% | −22−2.0% | Reduced |
| Rothschild Investment LLC | 1,098 | $63.1K | 0.00% | −111−9.2% | Reduced |
| Manchester Capital Management LLC | 1,087 | $62.4K | 0.01% | −27−2.4% | Reduced |
| Brown Brothers Harriman & Co | 1,085 | $62.3K | 0.00% | −5,062−82.3% | Reduced |
| First Community Trust NA | 1,080 | $62.0K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $57.4K | 0.03% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 993 | $57.0K | 0.03% | +993 | New |
| Loomis Sayles & Co L P | 993 | $57.0K | 0.00% | +993 | New |
| Tortoise Investment Management, LLC | 990 | $56.9K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 981 | $56.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 957 | $54.0K | 0.00% | +927+3,090.0% | Added |
| CoreFirst Bank & Trust | 907 | $52.1K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $50.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 860 | $49.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 853 | $49.0K | 0.00% | +249+41.2% | Added |
| Farmers & Merchants Investments Inc | 850 | $48.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 850 | $48.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 833 | $47.8K | 0.01% | +562+207.4% | Added |
| Gould Capital, LLC | 800 | $45.9K | 0.03% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 800 | $45.9K | 0.04% | +800 | New |
| Glass Jacobson Investment Advisors llc | 787 | $45.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 785 | $45.1K | 0.02% | 00.0% | Unchanged |