Eversource Energy
ES- 交易所
- NYSE
- 產業
- Electric Services
- SEC CIK
- 0000072741
近 90 天,Eversource Energy 內部人申報 0 筆公開市場買進、1 筆賣出;2026 年第 2 季末有 1,127 家機構在 13F 申報持有,市值合計 $234.5 億;大師中只有索羅斯基金管理持有。
2023 年第 1 季 13F 持有人
Eversource Energy 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 867
- 較 2022 年第 4 季 +15 家
- 持有股數
- 2.95 億
- 較 2022 年第 4 季 +1,905 萬 (+6.9%)
- 總市值
- $216.4 億
- 較 2022 年第 4 季 −$13.9 億 (−6.0%)
- 新進機構
- 89
- 另有 333 家加碼
- 清倉機構
- 74
- 另有 279 家減碼
另有 22 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 ES 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,127 | $234.5 億 |
| 2026 年第 1 季 | 1,069 | $216.9 億 |
| 2025 年第 4 季 | 1,031 | $214.2 億 |
| 2025 年第 3 季 | 992 | $226.5 億 |
| 2025 年第 2 季 | 935 | $198.3 億 |
| 2025 年第 1 季 | 890 | $189.3 億 |
| 2024 年第 4 季 | 876 | $174.7 億 |
| 2024 年第 3 季 | 871 | $202.3 億 |
| 2024 年第 2 季 | 818 | $164.1 億 |
| 2024 年第 1 季 | 817 | $170.1 億 |
| 2023 年第 4 季 | 821 | $172.2 億 |
| 2023 年第 3 季 | 806 | $162.6 億 |
| 2023 年第 2 季 | 855 | $198.5 億 |
| 2023 年第 1 季 | 867 | $216.4 億 |
| 2022 年第 4 季 | 874 | $231.6 億 |
| 2022 年第 3 季 | 832 | $213.6 億 |
| 2022 年第 2 季 | 854 | $230.4 億 |
| 2022 年第 1 季 | 851 | $236.7 億 |
| 2021 年第 4 季 | 814 | $249.8 億 |
| 2021 年第 3 季 | 762 | $222.1 億 |
| 2021 年第 2 季 | 775 | $214.6 億 |
| 2021 年第 1 季 | 789 | $232.6 億 |
2023 年第 1 季持有機構
每家機構持有 Eversource Energy 的股數、市值與佔組合比重;股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| South State Corp. | 9,155 | $71.6 萬 | 0.07% | −20−0.2% | 減碼 |
| Destination Wealth Management | 9,133 | $71.5 萬 | 0.03% | +86+1.0% | 加碼 |
| Mattern Wealth Management LLC | 9,074 | $71.0 萬 | 0.24% | +9,074 | 新進 |
| Citizens Financial Group Inc | 9,010 | $70.5 萬 | 0.03% | +5,973+196.7% | 加碼 |
| Arete Wealth Advisors, LLC | 9,137 | $70.1 萬 | 0.06% | −61−0.7% | 減碼 |
| Colony Family Offices, LLC | 8,954 | $70.1 萬 | 0.27% | 00.0% | 不變 |
| Fiduciary Trust Co | 8,917 | $69.8 萬 | 0.01% | +1,478+19.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,840 | $69.2 萬 | 0.03% | −345−3.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 8,825 | $69.1 萬 | 0.02% | −236−2.6% | 減碼 |
| McDonald Partners LLC | 8,820 | $69.0 萬 | 0.22% | −52−0.6% | 減碼 |
| Whittier Trust Co | 8,803 | $68.9 萬 | 0.01% | −920−9.5% | 減碼 |
| Mondrian Investment Partners LTD | 8,775 | $68.7 萬 | 0.02% | +1,239+16.4% | 加碼 |
| Desjardins Global Asset Management Inc. | 8,749 | $68.4 萬 | 0.09% | +3,273+59.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 8,723 | $68.3 萬 | 0.02% | −10,599−54.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 8,695 | $68.1 萬 | 0.01% | +4,203+93.6% | 加碼 |
| Brinker Capital Investments, LLC | 8,695 | $68.1 萬 | 0.01% | +4,359+100.5% | 加碼 |
| Raymond James Trust N.A. | 8,500 | $66.5 萬 | 0.02% | +2,273+36.5% | 加碼 |
| CAPROCK Group, Inc. | 8,162 | $63.9 萬 | 0.05% | −951−10.4% | 減碼 |
| Strategic Investment Advisors | 8,114 | $63.5 萬 | 0.11% | +857+11.8% | 加碼 |
| Avantax Advisory Services, Inc. | 8,068 | $63.1 萬 | 0.01% | +3,294+69.0% | 加碼 |
| Bridgeworth, LLC | 8,056 | $63.0 萬 | 0.08% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 8,051 | $63.0 萬 | 0.07% | −308−3.7% | 減碼 |
| Exchange Traded Concepts, LLC | 8,006 | $62.7 萬 | 0.02% | +929+13.1% | 加碼 |
| Empirical Asset Management, LLC | 7,985 | $62.5 萬 | 0.60% | +1,479+22.7% | 加碼 |
| First Manhattan Co | 7,937 | $62.1 萬 | 0.00% | +2,312+41.1% | 加碼 |
| Daymark Wealth Partners, LLC | 7,873 | $61.6 萬 | 0.08% | +3,349+74.0% | 加碼 |
| Advisors Capital Management, LLC | 7,846 | $61.4 萬 | 0.02% | +4,760+154.2% | 加碼 |
| Prossimo Advisors, LLC | 7,820 | $61.2 萬 | 1.49% | −260−3.2% | 減碼 |
| Pathstone Family Office, LLC | 7,895 | $61.0 萬 | 0.01% | −3,909−33.1% | 減碼 |
| Flputnam Investment Management Co | 7,741 | $60.6 萬 | 0.02% | −110−1.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 7,741 | $60.6 萬 | 0.01% | −91−1.2% | 減碼 |
| BKD Wealth Advisors, LLC | 7,700 | $60.3 萬 | 0.02% | −200−2.5% | 減碼 |
| Ontario Teachers Pension Plan Board | 7,676 | $60.1 萬 | 0.01% | +7,676 | 新進 |
| Versor Investments LP | 7,668 | $60.0 萬 | 0.08% | −900−10.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 7,599 | $59.5 萬 | 0.05% | +3,504+85.6% | 加碼 |
| Veritable, L.P. | 7,582 | $59.3 萬 | 0.01% | −73−1.0% | 減碼 |
| Mystic Asset Management, Inc. | 7,511 | $58.8 萬 | 0.32% | 00.0% | 不變 |
| Shelton Capital Management | 7,504 | $58.7 萬 | 0.02% | +7,504 | 新進 |
| Hills Bank & Trust Co | 7,188 | $56.3 萬 | 0.08% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 7,162 | $56.1 萬 | 0.02% | −2,679−27.2% | 減碼 |
| Greenleaf Trust | 7,130 | $55.8 萬 | 0.01% | +1,538+27.5% | 加碼 |
| Bard Financial Services, Inc. | 7,026 | $55.0 萬 | 0.04% | −2,257−24.3% | 減碼 |
| Midwest Professional Planners, LTD. | 6,965 | $54.5 萬 | 0.27% | +159+2.3% | 加碼 |
| Wedbush Securities Inc | 6,966 | $54.5 萬 | 0.03% | +111+1.6% | 加碼 |
| International Assets Investment Management, LLC | 331,861 | $54.3 萬 | 0.08% | +113,839+52.2% | 加碼 |
| Northwestern Mutual Wealth Management Co | 6,892 | $53.9 萬 | 0.00% | +2,613+61.1% | 加碼 |
| Prosperity Wealth Management, Inc. | 6,865 | $53.7 萬 | 0.44% | +21+0.3% | 加碼 |
| FineMark National Bank & Trust | 6,854 | $53.6 萬 | 0.02% | +182+2.7% | 加碼 |
| Bridgewater Associates, LP | 6,841 | $53.5 萬 | 0.00% | −109,098−94.1% | 減碼 |
| Bokf, NA | 6,746 | $52.8 萬 | 0.01% | −1,173−14.8% | 減碼 |
| Independent Advisor Alliance | 6,668 | $52.2 萬 | 0.03% | +6,668 | 新進 |
| Quantamental Technologies LLC | 6,649 | $52.0 萬 | 0.28% | +6,649 | 新進 |
| Amica Retiree Medical Trust | 6,568 | $51.4 萬 | 0.54% | +2,866+77.4% | 加碼 |
| Krane Funds Advisors LLC | 6,396 | $51.3 萬 | 0.02% | +378+6.3% | 加碼 |
| Alberta Investment Management Corp | 6,500 | $50.9 萬 | 0.00% | −23,042−78.0% | 減碼 |
| MJP Associates Inc | 6,434 | $50.4 萬 | 0.16% | −8,372−56.5% | 減碼 |
| Blue Fin Capital, Inc. | 6,497 | $49.8 萬 | 0.16% | −63−1.0% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 6,319 | $49.5 萬 | 0.03% | +1,061+20.2% | 加碼 |
| Signaturefd, LLC | 6,293 | $49.2 萬 | 0.01% | +62+1.0% | 加碼 |
| Davenport & Co LLC | 6,278 | $49.1 萬 | 0.00% | −116−1.8% | 減碼 |
| Aspire Private Capital, LLC | 6,239 | $48.8 萬 | 0.16% | +852+15.8% | 加碼 |
| Industrial Alliance Investment Management Inc. | 6,184 | $48.4 萬 | 0.01% | +6,184 | 新進 |
| Savior LLC | 6,150 | $48.1 萬 | 0.40% | 00.0% | 不變 |
| Merit Financial Group, LLC | 6,100 | $47.7 萬 | 0.02% | −62−1.0% | 減碼 |
| Balentine LLC | 6,094 | $47.7 萬 | 0.02% | −1,939−24.1% | 減碼 |
| Trust Co of Vermont | 6,009 | $47.0 萬 | 0.03% | +2,740+83.8% | 加碼 |
| Opus Investment Management Inc | 6,000 | $47.0 萬 | 0.17% | 00.0% | 不變 |
| Spire Wealth Management | 5,976 | $46.8 萬 | 0.02% | +507+9.3% | 加碼 |
| Barber Financial Group, Inc. | 5,924 | $46.4 萬 | 0.08% | +12+0.2% | 加碼 |
| Sound Income Strategies, LLC | 5,877 | $46.0 萬 | 0.05% | −8−0.1% | 減碼 |
| Belpointe Asset Management LLC | 5,850 | $45.8 萬 | 0.02% | +512+9.6% | 加碼 |
| HRT Financial LP | 5,835 | $45.6 萬 | 0.01% | +5,835 | 新進 |
| Ballentine Partners, LLC | 5,820 | $45.5 萬 | 0.01% | +951+19.5% | 加碼 |
| NewEdge Wealth, LLC | 5,801 | $45.4 萬 | 0.02% | +5+0.1% | 加碼 |
| Checchi Capital Advisers, LLC | 5,635 | $44.1 萬 | 0.04% | −251−4.3% | 減碼 |
| Outlook Wealth Advisors, LLC | 5,591 | $43.8 萬 | 0.19% | +119+2.2% | 加碼 |
| Eastern Bank | 5,584 | $43.7 萬 | 0.02% | −975−14.9% | 減碼 |
| Barry Investment Advisors, LLC | 5,526 | $43.3 萬 | 0.14% | −15−0.3% | 減碼 |
| Boston Financial Mangement LLC | 5,523 | $43.2 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,467 | $42.8 萬 | 0.04% | +1,149+26.6% | 加碼 |
| Connecticut Wealth Management, LLC | 5,444 | $42.6 萬 | 0.03% | +336+6.6% | 加碼 |
| American State Bank (Iowa) | 5,436 | $42.5 萬 | 0.31% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 5,430 | $42.5 萬 | 0.00% | −5,269−49.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,329 | $41.7 萬 | 0.03% | −187−3.4% | 減碼 |
| Thomasville National Bank | 5,324 | $41.7 萬 | 0.04% | −75−1.4% | 減碼 |
| Knuff & Co LLC | 5,283 | $41.3 萬 | 0.16% | −75−1.4% | 減碼 |
| Lincoln National Corp | 5,281 | $41.3 萬 | 0.01% | +1,570+42.3% | 加碼 |
| Huntington National Bank | 5,252 | $41.1 萬 | 0.00% | −1,238−19.1% | 減碼 |
| RFG Advisory, LLC | 5,247 | $41.1 萬 | 0.02% | +51+1.0% | 加碼 |
| Cambridge Trust Co | 5,233 | $41.0 萬 | 0.02% | 00.0% | 不變 |
| AIA Group Ltd | 5,230 | $40.9 萬 | 0.02% | −580−10.0% | 減碼 |
| Savant Capital, LLC | 5,224 | $40.9 萬 | 0.01% | +210+4.2% | 加碼 |
| Great Lakes Advisors, LLC | 5,224 | $40.9 萬 | 0.00% | +20.0% | 加碼 |
| HBK Sorce Advisory LLC | 5,197 | $40.7 萬 | 0.02% | −4,379−45.7% | 減碼 |
| Spinnaker Trust | 5,141 | $40.2 萬 | 0.03% | 00.0% | 不變 |
| Appleton Partners Inc | 5,141 | $40.2 萬 | 0.04% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 5,136 | $40.2 萬 | 0.03% | +45+0.9% | 加碼 |
| Veriti Management LLC | 5,113 | $40.0 萬 | 0.05% | +1,168+29.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 5,074 | $39.7 萬 | 0.04% | −365−6.7% | 減碼 |
| Ieq Capital, LLC | 5,062 | $39.6 萬 | 0.01% | +1,772+53.9% | 加碼 |