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, Q1 2025
Institutional positions in Eversource Energy as of Mar 31, 2025. 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
- 890
- +27 vs. Q4 2024
- Shares held
- 304.9M
- +6.90M (+2.3%) vs. Q4 2024
- Total value
- $18.9B
- +$1.83B (+10.7%) vs. Q4 2024
- New holders
- 117
- 354 more added
- Sold out
- 90
- 276 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,089 | $4.17M | 0.04% | +7,671+12.9% | Added |
| JustInvest LLC | 66,916 | $4.16M | 0.06% | +4,935+8.0% | Added |
| Ofi Invest Asset Management | 72,239 | $4.15M | 0.11% | +71,613+11,439.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 66,402 | $4.12M | 0.01% | +8,616+14.9% | Added |
| Commerce Bank | 66,342 | $4.12M | 0.03% | +1,022+1.6% | Added |
| Thrivent Financial for Lutherans | 65,960 | $4.10M | 0.01% | +2,948+4.7% | Added |
| Schonfeld Strategic Advisors LLC | 64,067 | $3.98M | 0.03% | +46,109+256.8% | Added |
| Edgemoor Investment Advisors, Inc. | 63,241 | $3.93M | 0.36% | +44,372+235.2% | Added |
| Mariner, LLC | 62,787 | $3.90M | 0.01% | +3,242+5.4% | Added |
| Two Sigma Investments, LP | 62,587 | $3.89M | 0.01% | +2,442+4.1% | Added |
| Magnetar Financial LLC | 61,458 | $3.82M | 0.05% | −28,584−31.7% | Reduced |
| Utah Retirement Systems | 60,718 | $3.77M | 0.04% | +1,387+2.3% | Added |
| Daiwa Securities Group Inc. | 60,233 | $3.74M | 0.02% | +4,339+7.8% | Added |
| AE Wealth Management LLC | 59,895 | $3.72M | 0.03% | +39,420+192.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 60,294 | $3.69M | 0.02% | +20,063+49.9% | Added |
| Natixis Advisors, L.P. | 58,536 | $3.64M | 0.01% | −68,057−53.8% | Reduced |
| Kempner Capital Management Inc. | 58,528 | $3.63M | 2.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 57,042 | $3.54M | 0.06% | +3,566+6.7% | Added |
| Quantbot Technologies LP | 56,819 | $3.53M | 0.11% | −52,293−47.9% | Reduced |
| Plato Investment Management Ltd | 55,939 | $3.51M | 0.30% | +215+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 56,182 | $3.49M | 0.04% | +7,723+15.9% | Added |
| Vaughan David Investments LLC | 56,181 | $3.49M | 0.08% | −9,707−14.7% | Reduced |
| New York Life Investment Management LLC | 55,736 | $3.46M | 0.04% | +72+0.1% | Added |
| USS Investment Management Ltd | 55,447 | $3.44M | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 54,975 | $3.41M | 0.01% | −479−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 53,530 | $3.32M | 0.03% | +1,309+2.5% | Added |
| Teacher Retirement System of Texas | 53,482 | $3.32M | 0.01% | +53,482 | New |
| Castellan Group, LLC | 52,330 | $3.25M | 0.91% | −9,706−15.6% | Reduced |
| Rodgers Brothers Inc. | 50,948 | $3.16M | 0.42% | +50,948 | New |
| Agf Management Ltd | 50,639 | $3.15M | 0.02% | +1,675+3.4% | Added |
| Neuberger Berman Group LLC | 50,182 | $3.12M | 0.00% | −517−1.0% | Reduced |
| Kinloch Capital, LLC | 48,873 | $3.04M | 1.45% | +48,873 | New |
| Pinnacle Associates Ltd | 48,807 | $3.03M | 0.04% | −565−1.1% | Reduced |
| Pathstone Holdings, LLC | 47,462 | $2.95M | 0.01% | −381−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 47,426 | $2.95M | 0.01% | −5,213−9.9% | Reduced |
| Nissay Asset Management Corp | 47,419 | $2.95M | 0.02% | +1,866+4.1% | Added |
| Janus Henderson Group PLC | 46,771 | $2.86M | 0.00% | −13,732−22.7% | Reduced |
| Natixis | 45,863 | $2.83M | 0.02% | −146,544−76.2% | Reduced |
| Oddo BHF Asset Management SAS | 45,270 | $2.81M | 0.12% | +45,270 | New |
| Burney Co | 45,230 | $2.81M | 0.10% | +1,735+4.0% | Added |
| Generali Asset Management SPA SGR | 45,120 | $2.80M | 0.07% | +3,264+7.8% | Added |
| Captrust Financial Advisors | 44,812 | $2.78M | 0.01% | +7,855+21.3% | Added |
| Edgestream Partners, L.P. | 44,788 | $2.78M | 0.09% | −68,655−60.5% | Reduced |
| Bank of Nova Scotia | 44,407 | $2.76M | 0.01% | −10,490−19.1% | Reduced |
| Schroder Investment Management Group | 45,084 | $2.76M | 0.00% | +180.0% | Added |
| CIBC World Markets Corp | 44,224 | $2.75M | 0.02% | −13,154−22.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 43,896 | $2.73M | 0.02% | +8,937+25.6% | Added |
| Baird Financial Group, Inc. | 43,781 | $2.72M | 0.01% | −8,540−16.3% | Reduced |
| Stephens Inc | 43,739 | $2.72M | 0.04% | +43,739 | New |
| Inspire Advisors, LLC | 43,068 | $2.67M | 0.31% | +43,068 | New |
| Wiley Bros.-Aintree Capital, LLC | 43,720 | $2.67M | 0.03% | −87,337−66.6% | Reduced |
| State of Alaska, Department of Revenue | 42,969 | $2.67M | 0.03% | +1,185+2.8% | Added |
| Toroso Investments, LLC | 42,909 | $2.67M | 0.02% | +22,246+107.7% | Added |
| Mutual of America Capital Management LLC | 42,646 | $2.65M | 0.03% | −1,240−2.8% | Reduced |
| UniSuper Management Pty Ltd | 41,994 | $2.61M | 0.02% | +372+0.9% | Added |
| Elo Mutual Pension Insurance Co | 41,544 | $2.58M | 0.06% | +4,157+11.1% | Added |
| CWM, LLC | 41,257 | $2.56M | 0.01% | +5,330+14.8% | Added |
| Delta Global Management LP | 41,058 | $2.55M | 0.18% | +41,058 | New |
| Brevan Howard Capital Management LP | 40,151 | $2.49M | 0.07% | +40,151 | New |
| Somerset Trust Co | 39,823 | $2.47M | 0.88% | +4,468+12.6% | Added |
| Heritage Trust Co | 39,444 | $2.45M | 0.30% | +12,974+49.0% | Added |
| Marshall Wace, LLP | 38,963 | $2.42M | 0.00% | −14,216−26.7% | Reduced |
| OP Asset Management Ltd | 38,738 | $2.41M | 0.04% | +38,738 | New |
| Banque Cantonale Vaudoise | 38,502 | $2.39M | 0.11% | +38,502 | New |
| Ieq Capital, LLC | 38,145 | $2.37M | 0.02% | +7,909+26.2% | Added |
| Avanza Fonder AB | 37,623 | $2.36M | 0.08% | −119−0.3% | Reduced |
| Resources Management Corp | 37,920 | $2.35M | 0.33% | −1,000−2.6% | Reduced |
| South Dakota Investment Council | 36,766 | $2.28M | 0.05% | +3,200+9.5% | Added |
| Public Employees Retirement Association of Colorado | 36,166 | $2.25M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 36,107 | $2.24M | 0.01% | −1,514−4.0% | Reduced |
| Moors & Cabot, Inc. | 35,780 | $2.22M | 0.11% | +1,714+5.0% | Added |
| La Banque Postale Asset Management SA | 35,208 | $2.19M | 0.03% | +35,208 | New |
| US Bancorp | 35,056 | $2.18M | 0.00% | −1,511−4.1% | Reduced |
| Siemens Fonds Invest GmbH | 34,961 | $2.17M | 0.15% | +34,961 | New |
| Glenmede Trust Co NA | 34,096 | $2.12M | 0.01% | −733−2.1% | Reduced |
| Neville Rodie & Shaw Inc | 34,086 | $2.12M | 0.17% | −211−0.6% | Reduced |
| Rafferty Asset Management, LLC | 33,007 | $2.05M | 0.01% | −8,126−19.8% | Reduced |
| Rakuten Investment Management, Inc. | 33,514 | $2.05M | 0.01% | +33,514 | New |
| Blair William & Co | 31,536 | $1.96M | 0.01% | +406+1.3% | Added |
| Oregon Public Employees Retirement Fund | 31,485 | $1.96M | 0.04% | +20+0.1% | Added |
| Mondrian Investment Partners LTD | 31,393 | $1.95M | 0.03% | −2,666−7.8% | Reduced |
| Schnieders Capital Management LLC | 31,112 | $1.93M | 0.41% | +22,775+273.2% | Added |
| Northcape Wealth Management, LLC | 31,069 | $1.93M | 0.62% | +444+1.4% | Added |
| Woodline Partners LP | 30,988 | $1.92M | 0.01% | +8,984+40.8% | Added |
| M&T Bank Corp | 30,741 | $1.91M | 0.01% | +2,896+10.4% | Added |
| DC Investments Management, LLC | 30,471 | $1.89M | 0.97% | +1,006+3.4% | Added |
| Bradley Foster & Sargent Inc | 30,150 | $1.87M | 0.03% | +1,725+6.1% | Added |
| Advisors Asset Management, Inc. | 30,041 | $1.87M | 0.04% | +2,317+8.4% | Added |
| Green Square Capital Advisors LLC | 29,948 | $1.86M | 0.28% | +849+2.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,912 | $1.85M | 0.02% | +21,325+248.3% | Added |
| Groupama Asset Managment | 30,185 | $1.84M | 0.04% | +1,728+6.1% | Added |
| Mizuho Securities USA LLC | 29,368 | $1.82M | 0.04% | −5,359−15.4% | Reduced |
| Kinneret Advisory, LLC | 28,999 | $1.80M | 0.18% | −98−0.3% | Reduced |
| Great Valley Advisor Group, Inc. | 28,519 | $1.77M | 0.04% | −49,881−63.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 28,289 | $1.76M | 0.02% | +1,785+6.7% | Added |
| D.A. Davidson & Co. | 27,419 | $1.70M | 0.01% | +2,509+10.1% | Added |
| Redwood Investment Management, LLC | 27,316 | $1.70M | 0.18% | −2,502−8.4% | Reduced |
| Gsa Capital Partners LLP | 27,169 | $1.69M | 0.15% | +14,693+117.8% | Added |
| Genus Capital Management Inc. | 27,100 | $1.68M | 0.24% | +27,100 | New |
| Dynamic Advisor Solutions LLC | 27,076 | $1.68M | 0.06% | +132+0.5% | Added |