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 |
|---|---|---|---|---|---|
| Thurston, Springer, Miller, Herd & Titak, Inc. | 776 | $44.6K | 0.01% | −330−29.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 766 | $44.0K | 0.09% | +58+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $42.2K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $42.2K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 727 | $41.8K | 0.01% | +273+60.1% | Added |
| Sanctuary Wealth Management, L.L.C. | 719 | $41.3K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 718 | $41.2K | 0.00% | +718 | New |
| Pathway Financial Advisers, LLC | 712 | $40.9K | 0.01% | −47,740−98.5% | Reduced |
| Umb Bank N A | 710 | $40.8K | 0.00% | +197+38.4% | Added |
| First Horizon Advisors, Inc. | 697 | $40.0K | 0.00% | −373−34.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 696 | $40.0K | 0.00% | +24+3.6% | Added |
| Heritage Wealth Advisors | 687 | $39.5K | 0.00% | +15+2.2% | Added |
| LGT Financial Advisors LLC | 680 | $39.1K | 0.09% | +1+0.1% | Added |
| Acadian Asset Management LLC | 696 | $39.0K | 0.00% | −965−58.1% | Reduced |
| Raleigh Capital Management Inc. | 676 | $38.8K | 0.01% | +136+25.2% | Added |
| Larson Financial Group LLC | 640 | $36.8K | 0.00% | +74+13.1% | Added |
| Broadwater Capital Management LLC | 620 | $35.6K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 610 | $35.0K | 0.00% | +383+168.7% | Added |
| Ofi Invest Asset Management | 626 | $34.7K | 0.00% | +626 | New |
| Venturi Wealth Management, LLC | 589 | $33.8K | 0.00% | +301+104.5% | Added |
| Pinney & Scofield, Inc. | 580 | $33.3K | 0.03% | +580 | New |
| Clearstead Advisors, LLC | 580 | $33.3K | 0.00% | −216−27.1% | Reduced |
| DT Investment Partners, LLC | 577 | $33.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 575 | $33.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 574 | $33.0K | 0.00% | −28−4.7% | Reduced |
| MV Capital Management, Inc. | 560 | $32.2K | 0.00% | −220−28.2% | Reduced |
| Salem Investment Counselors Inc | 545 | $31.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 510 | $29.3K | 0.00% | +254+99.2% | Added |
| Kestra Investment Management, LLC | 505 | $29.0K | 0.00% | +505 | New |
| Sawyer & Company, Inc | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $28.7K | 0.00% | −508−50.4% | Reduced |
| BFSG, LLC | 500 | $28.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 485 | $27.9K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 478 | $27.5K | 0.01% | −1−0.2% | Reduced |
| Oakworth Capital, Inc. | 467 | $26.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 454 | $26.1K | 0.00% | +161+54.9% | Added |
| Mizuho Bank, Ltd. | 450 | $25.8K | 0.01% | +450 | New |
| Piscataqua Savings Bank | 450 | $25.8K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 425 | $24.4K | 0.00% | +200+88.9% | Added |
| Chesapeake Asset Management LLC | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 390 | $22.4K | 0.02% | +390 | New |
| Rise Advisors, LLC | 385 | $22.1K | 0.01% | −90−18.9% | Reduced |
| Tucker Asset Management LLC | 384 | $22.1K | 0.00% | −1,003−72.3% | Reduced |
| Harbour Investments, Inc. | 348 | $20.0K | 0.00% | −37−9.6% | Reduced |
| Paladin Advisory Group, LLC | 334 | $19.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 323 | $18.6K | 0.01% | +323 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $18.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 306 | $17.6K | 0.01% | +91+42.3% | Added |
| Delta Asset Management LLC | 300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $17.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 293 | $16.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 287 | $16.5K | 0.00% | +28+10.8% | Added |
| Gleason Group, Inc. | 284 | $16.3K | 0.00% | +4+1.4% | Added |
| Hall Laurie J Trustee | 270 | $16.0K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 266 | $15.3K | 0.01% | +266 | New |
| First Command Advisory Services, Inc. | 262 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 264 | $15.0K | 0.01% | +11+4.3% | Added |
| Bruce G. Allen Investments, LLC | 261 | $15.0K | 0.01% | −7−2.6% | Reduced |
| Golden State Wealth Management, LLC | 248 | $14.3K | 0.00% | +248 | New |
| Anchor Investment Management, LLC | 246 | $14.1K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 248 | $14.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 251 | $14.0K | 0.00% | +23+10.1% | Added |
| Chilton Capital Management LLC | 239 | $13.7K | 0.00% | +226+1,738.5% | Added |
| Creative Financial Designs Inc | 238 | $13.7K | 0.00% | +230+2,875.0% | Added |
| BankPlus Trust Department | 232 | $13.3K | 0.00% | +232 | New |
| Atticus Wealth Management, LLC | 220 | $12.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 218 | $12.5K | 0.00% | −8−3.5% | Reduced |
| MPWM Advisory Solutions, LLC | 218 | $12.5K | 0.01% | +218 | New |
| Financial Life Planners | 214 | $12.3K | 0.01% | +214 | New |
| Financial Perspectives, Inc | 210 | $12.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 206 | $11.8K | 0.00% | +179+663.0% | Added |
| ESL Trust Services, LLC | 200 | $11.5K | 0.00% | +200 | New |
| Investors Research Corp | 199 | $11.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 199 | $11.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 196 | $11.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 188 | $10.8K | 0.00% | +188 | New |
| City State Bank | 187 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 187 | $10.7K | 0.01% | +187 | New |
| Versant Capital Management, Inc | 182 | $10.5K | 0.00% | −88−32.6% | Reduced |
| Red Tortoise LLC | 181 | $10.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 174 | $9.99K | 0.00% | +166+2,075.0% | Added |
| Pineridge Advisors LLC | 161 | $9.25K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 155 | $8.90K | 0.01% | +155 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154 | $8.84K | 0.00% | +4+2.7% | Added |
| Synergy Financial Management, LLC | 129 | $8.81K | 0.00% | +129 | New |
| WealthCollab, LLC | 150 | $8.62K | 0.01% | +50+50.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 149 | $8.56K | 0.00% | +59+65.6% | Added |
| Fourth Dimension Wealth, LLC | 0 | $8.15K | 0.00% | 0 | New |
| Pingora Partners LLC | 140 | $8.04K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $7.70K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 133 | $7.65K | 0.00% | +1+0.8% | Added |
| MCF Advisors LLC | 133 | $7.64K | 0.00% | +36+37.1% | Added |
| LRI Investments, LLC | 131 | $7.52K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 127 | $7.29K | 0.00% | +127 | New |
| Robbins Farley LLC | 125 | $7.18K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 120 | $6.92K | 0.00% | +120 | New |