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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 876 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2024: $17.5B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2024.

Institutions holding ES in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WPG Advisers, LLC120$6.89K0.01%+120New
Compass Wealth Management LLC119$6.83K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC118$6.78K0.00%00.0%Unchanged
SWAN Capital LLC117$6.72K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC115$6.60K0.00%00.0%Unchanged
Park Square Financial Group, LLC113$6.49K0.00%+113New
GHP Investment Advisors, Inc.112$6.43K0.00%−66−37.1%Reduced
Caitong International Asset Management Co., Ltd112$6.43K0.01%+112New
Pin Oak Investment Advisors Inc83$6.00K0.01%00.0%Unchanged
Lavaca Capital LLC100$5.74K0.00%+100New
Abound Wealth Management97$5.57K0.00%−6−5.8%Reduced
Grove Bank & Trust95$5.46K0.00%+50+111.1%Added
Dunhill Financial, LLC95$5.44K0.00%+19+25.0%Added
Bell Investment Advisors, Inc91$5.23K0.00%−48−34.5%Reduced
Sierra Ocean, LLC89$5.11K0.00%+89New
Newbridge Financial Services Group, Inc.89$5.09K0.00%+89New
Avion Wealth97$5.00K0.00%+5+5.4%Added
Wood Tarver Financial Group, LLC97$5.00K0.00%+97New
JFS Wealth Advisors, LLC85$4.88K0.00%−36−29.8%Reduced
High Note Wealth, LLC80$4.59K0.00%+80New
Tompkins Financial Corp75$4.31K0.00%00.0%Unchanged
Gen-Wealth Partners Inc72$4.13K0.00%−119−62.3%Reduced
Lowe Wealth Advisors, LLC72$4.13K0.00%+72New
Raffa Wealth Management, LLC71$4.08K0.00%00.0%Unchanged
Solstein Capital, LLC69$3.96K0.00%00.0%Unchanged
Synergy Investment Management, LLC68$3.90K0.00%+68New
SBI Securities Co., Ltd.65$3.73K0.00%+65New
McIlrath & Eck, LLC58$3.33K0.00%−10−14.7%Reduced
Trifecta Capital Advisors, LLC56$3.22K0.00%00.0%Unchanged
Beacon Capital Management, LLC54$3.12K0.00%00.0%Unchanged
Hemington Wealth Management68$3.00K0.00%−11−13.9%Reduced
New Wave Wealth Advisors LLC46$2.65K0.00%+46New
Carolinas Wealth Consulting LLC46$2.64K0.00%+3+7.0%Added
Sunbelt Securities, Inc.46$2.62K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC45$2.58K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.43$2.47K0.00%+43New
Winch Advisory Services, LLC42$2.44K0.00%00.0%Unchanged
Transce3nd, LLC41$2.35K0.00%+41New
Millstone Evans Group, LLC40$2.30K0.00%+40New
Pacifica Partners Inc.40$2.29K0.00%00.0%Unchanged
Ridgewood Investments LLC34$1.95K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC34$1.95K0.00%+34New
Ancora Advisors, LLC31$1.78K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc31$1.78K0.00%00.0%Unchanged
Clark Wealth Partners28$1.61K0.00%+28New
Bokf, NA28$1.56K0.00%+28New
BOK Financial Private Wealth, Inc.26$1.49K0.00%+26New
TD Capital Management LLC25$1.44K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.24$1.38K0.00%−4−14.3%Reduced
Key Financial Inc24$1.38K0.00%00.0%Unchanged
True Wealth Design, LLC24$1.37K0.00%−750−96.9%Reduced
Cornerstone Planning Group LLC21$1.22K0.00%−6−22.2%Reduced
Friedenthal Financial21$1.21K0.00%00.0%Unchanged
Fortitude Family Office, LLC21$1.21K0.00%−58−73.4%Reduced
Wolff Wiese Magana LLC20$1.15K0.00%00.0%Unchanged
Capital A Wealth Management, LLC19$1.09K0.00%+19New
Strengthening Families & Communities, LLC10$1.00K0.00%00.0%Unchanged
First Financial Corp17$9760.00%+17New
NVWM, LLC14$8040.00%+9+180.0%Added
Country Trust Bank13$7470.00%00.0%Unchanged
TFC Financial Management12$6900.00%−10−45.5%Reduced
WealthTrak Capital Management LLC10$5750.00%+10New
Highline Wealth Partners LLC10$5740.00%−8−44.4%Reduced
1620 Investment Advisors, Inc.9$4960.00%00.0%Unchanged
Eagle Bay Advisors LLC8$4650.00%−17−68.0%Reduced
Financial Management Professionals, Inc.8$4590.00%−11−57.9%Reduced
Global Financial Private Client, LLC7$4020.00%+7New
Principia Wealth Advisory, LLC7$4020.00%+7New
Parkworth Wealth Management, Inc.6$3450.00%+6New
Winnow Wealth LLC6$3070.00%+6New
Sugar Maple Asset Management, LLC5$2870.00%+5New
NewSquare Capital LLC4$2300.00%+4New
NBC Securities, Inc.2$1470.01%−2,561−99.9%Reduced
Valued Wealth Advisors LLC2$1150.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$660.00%00.0%Unchanged
Winthrop Capital Management, LLC6$00.00%+6New
Erste Asset Management GmbH0$00.00%−6,700−100.0%Sold out
Renaissance Technologies LLC0$00.00%−332,412−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−229,962−100.0%Sold out
Churchill Management Corp0$00.00%−161,648−100.0%Sold out
Covalis Capital LLP0$00.00%−73,912−100.0%Sold out
La Banque Postale Asset Management SA0$00.00%−57,285−100.0%Sold out
Marex Group plc0$00.00%−53,900−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−37,668−100.0%Sold out
Siemens Fonds Invest GmbH0$00.00%−31,527−100.0%Sold out
Ilmarinen Mutual Pension Insurance Co0$00.00%−27,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−21,311−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−19,881−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−17,015−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−16,981−100.0%Sold out
DRW Securities, LLC0$00.00%−16,094−100.0%Sold out
nVerses Capital, LLC0$00.00%−14,700−100.0%Sold out
GTS Securities LLC0$00.00%−12,615−100.0%Sold out
Financial Counselors Inc0$00.00%−12,517−100.0%Sold out
Kingswood Wealth Advisors, LLC0$00.00%−10,673−100.0%Sold out
Kentucky Retirement Systems Insurance Trust Fund0$00.00%−10,581−100.0%Sold out
Veriti Management LLC0$00.00%−10,051−100.0%Sold out
W.H. Cornerstone Investments Inc.0$00.00%−7,080−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−6,467−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−6,348−100.0%Sold out