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 4 季 13F 持有人
Eversource Energy 在 2023/12/31 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
- 821
- 較 2023 年第 3 季 +27 家
- 持有股數
- 2.80 億
- 較 2023 年第 3 季 −27.0 萬 (−0.1%)
- 總市值
- $172.2 億
- 較 2023 年第 3 季 +$9.71 億 (+6.0%)
- 新進機構
- 131
- 另有 251 家加碼
- 清倉機構
- 104
- 另有 323 家減碼
另有 12 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fortis Group Advisors, LLC | 3,891 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 4,939 | $30.5 萬 | 0.02% | +28+0.6% | 加碼 |
| Wells Trecaso Financial Group, LLC | 4,947 | $30.5 萬 | 0.12% | 00.0% | 不變 |
| NEOS Investment Management LLC | 4,957 | $30.6 萬 | 0.03% | +1,240+33.4% | 加碼 |
| Colony Group, LLC | 4,970 | $30.7 萬 | 0.00% | +4,970 | 新進 |
| Checchi Capital Advisers, LLC | 4,979 | $30.7 萬 | 0.02% | +355+7.7% | 加碼 |
| Gradient Investments LLC | 4,996 | $30.8 萬 | 0.01% | +132+2.7% | 加碼 |
| Thomasville National Bank | 5,005 | $30.9 萬 | 0.03% | −10.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 5,036 | $31.1 萬 | 0.03% | −23−0.5% | 減碼 |
| Empire Financial Management Company, LLC | 5,057 | $31.2 萬 | 0.12% | 00.0% | 不變 |
| Congress Wealth Management LLC | 5,063 | $31.3 萬 | 0.01% | +1,611+46.7% | 加碼 |
| Wealth Alliance | 5,065 | $31.3 萬 | 0.04% | +444+9.6% | 加碼 |
| Kingsview Wealth Management, LLC | 5,066 | $31.3 萬 | 0.01% | −49,874−90.8% | 減碼 |
| Lake Street Advisors Group, LLC | 5,067 | $31.3 萬 | 0.02% | +5,067 | 新進 |
| Snowden Capital Advisors LLC | 5,081 | $31.4 萬 | 0.01% | −1,990−28.1% | 減碼 |
| Kraematon Investment Advisors, Inc | 5,096 | $31.5 萬 | 0.35% | +37+0.7% | 加碼 |
| Oxler Private Wealth LLC | 5,130 | $31.7 萬 | 0.26% | −26,646−83.9% | 減碼 |
| Spire Wealth Management | 6,007 | $32.1 萬 | 0.01% | −50−0.8% | 減碼 |
| Commerzbank Aktiengesellschaft | 5,233 | $32.3 萬 | 0.01% | +5,233 | 新進 |
| Vestmark Advisory Solutions, Inc. | 5,266 | $32.5 萬 | 0.02% | −546−9.4% | 減碼 |
| Davenport & Co LLC | 5,286 | $32.6 萬 | 0.00% | −300−5.4% | 減碼 |
| Capula Management Ltd | 5,321 | $32.8 萬 | 0.02% | +5,321 | 新進 |
| Barry Investment Advisors, LLC | 5,407 | $33.4 萬 | 0.11% | 00.0% | 不變 |
| American State Bank (Iowa) | 5,436 | $33.6 萬 | 0.21% | 00.0% | 不變 |
| West Family Investments, Inc. | 5,443 | $33.6 萬 | 0.11% | +1,748+47.3% | 加碼 |
| Engineers Gate Manager LP | 5,449 | $33.6 萬 | 0.01% | −51,019−90.4% | 減碼 |
| HBK Sorce Advisory LLC | 5,479 | $33.8 萬 | 0.01% | +546+11.1% | 加碼 |
| Wealthspire Advisors, LLC | 5,580 | $34.4 萬 | 0.00% | +119+2.2% | 加碼 |
| Eastern Bank | 5,584 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Destination Wealth Management | 5,594 | $34.5 萬 | 0.01% | −3,287−37.0% | 減碼 |
| Quadcap Wealth Management, LLC | 5,632 | $34.8 萬 | 0.09% | +5,632 | 新進 |
| Merit Financial Group, LLC | 5,734 | $35.4 萬 | 0.01% | −548−8.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 5,767 | $35.6 萬 | 0.02% | +109+1.9% | 加碼 |
| Midwest Professional Planners, LTD. | 5,804 | $35.8 萬 | 0.14% | +239+4.3% | 加碼 |
| Belpointe Asset Management LLC | 5,860 | $36.2 萬 | 0.03% | −359−5.8% | 減碼 |
| Meeder Advisory Services, Inc. | 5,919 | $36.5 萬 | 0.04% | +1,574+36.2% | 加碼 |
| KCM Investment Advisors LLC | 5,981 | $36.9 萬 | 0.01% | −54−0.9% | 減碼 |
| Wedbush Securities Inc | 5,993 | $37.0 萬 | 0.02% | −971−13.9% | 減碼 |
| Apella Capital, LLC | 5,898 | $37.1 萬 | 0.02% | −112−1.9% | 減碼 |
| Systematic Portfolios LLC | 6,020 | $37.2 萬 | 1.12% | +6,020 | 新進 |
| HB Wealth Management, LLC | 6,027 | $37.2 萬 | 0.01% | +1,682+38.7% | 加碼 |
| Desjardins Global Asset Management Inc. | 6,030 | $37.2 萬 | 0.04% | −1,336−18.1% | 減碼 |
| Raymond James Trust N.A. | 6,044 | $37.3 萬 | 0.01% | +113+1.9% | 加碼 |
| Baystate Wealth Management LLC | 6,051 | $37.3 萬 | 0.03% | +66+1.1% | 加碼 |
| Plato Investment Management Ltd | 6,066 | $37.4 萬 | 0.46% | +6,066 | 新進 |
| Mirova | 6,142 | $37.9 萬 | 0.08% | −375−5.8% | 減碼 |
| Savior LLC | 6,150 | $38.0 萬 | 1.99% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 6,228 | $38.4 萬 | 0.01% | −278−4.3% | 減碼 |
| Jmac Enterprises LLC | 6,300 | $38.9 萬 | 0.08% | −2,400−27.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 6,338 | $39.1 萬 | 0.03% | +1,281+25.3% | 加碼 |
| Blue Fin Capital, Inc. | 6,347 | $39.2 萬 | 0.10% | −150−2.3% | 減碼 |
| CFS Investment Advisory Services, LLC | 6,428 | $39.7 萬 | 0.07% | +6,428 | 新進 |
| Alberta Investment Management Corp | 6,500 | $40.1 萬 | 0.00% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 6,506 | $40.2 萬 | 0.02% | +1,062+19.5% | 加碼 |
| Modera Wealth Management, LLC | 6,530 | $40.3 萬 | 0.01% | +146+2.3% | 加碼 |
| Prosperity Wealth Management, Inc. | 6,632 | $40.9 萬 | 0.27% | +25+0.4% | 加碼 |
| Sawtooth Solutions, LLC | 6,651 | $41.1 萬 | 0.01% | +443+7.1% | 加碼 |
| Bleakley Financial Group, LLC | 6,651 | $41.1 萬 | 0.01% | +443+7.1% | 加碼 |
| NewEdge Wealth, LLC | 6,675 | $41.2 萬 | 0.01% | −426−6.0% | 減碼 |
| Oppenheimer Asset Management Inc. | 6,696 | $41.3 萬 | 0.01% | −396−5.6% | 減碼 |
| FineMark National Bank & Trust | 6,704 | $41.4 萬 | 0.02% | 00.0% | 不變 |
| Bard Financial Services, Inc. | 6,796 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,835 | $42.2 萬 | 0.04% | −783−10.3% | 減碼 |
| Capstone Investment Advisors, LLC | 6,858 | $42.3 萬 | 0.01% | +6,858 | 新進 |
| Prossimo Advisors, LLC | 6,870 | $42.4 萬 | 0.90% | −950−12.1% | 減碼 |
| Independent Advisor Alliance | 6,880 | $42.5 萬 | 0.02% | −322−4.5% | 減碼 |
| Sachetta, LLC | 6,931 | $42.8 萬 | 0.20% | +6,931 | 新進 |
| Fiduciary Trust Co | 7,029 | $43.4 萬 | 0.01% | +354+5.3% | 加碼 |
| Nomura Holdings Inc | 7,038 | $43.4 萬 | 0.00% | +7,038 | 新進 |
| Hills Bank & Trust Co | 7,146 | $44.1 萬 | 0.04% | 00.0% | 不變 |
| Seeds Investor LLC | 7,208 | $44.5 萬 | 0.50% | +7,208 | 新進 |
| Coldstream Capital Management Inc | 7,212 | $44.5 萬 | 0.01% | −1,937−21.2% | 減碼 |
| LVW Advisors, LLC | 7,500 | $46.3 萬 | 0.09% | +7,500 | 新進 |
| Syon Capital LLC | 7,561 | $46.7 萬 | 0.05% | +7,561 | 新進 |
| Valley Brook Capital Group | 7,628 | $47.1 萬 | 0.41% | −562−6.9% | 減碼 |
| Algert Global LLC | 7,650 | $47.2 萬 | 0.02% | +7,650 | 新進 |
| Whittier Trust Co | 7,671 | $47.3 萬 | 0.01% | −1,195−13.5% | 減碼 |
| Avantax Advisory Services, Inc. | 7,752 | $47.8 萬 | 0.00% | +17+0.2% | 加碼 |
| Walleye Trading LLC | 7,788 | $48.1 萬 | 0.01% | +7,788 | 新進 |
| Finivi Inc. | 7,803 | $48.2 萬 | 0.47% | +7,803 | 新進 |
| V-Square Quantitative Management LLC | 7,944 | $49.0 萬 | 0.12% | +1,528+23.8% | 加碼 |
| BKD Wealth Advisors, LLC | 7,958 | $49.1 萬 | 0.01% | −35−0.4% | 減碼 |
| Mystic Asset Management, Inc. | 7,961 | $49.1 萬 | 0.23% | +850+12.0% | 加碼 |
| Gotham Asset Management, LLC | 7,979 | $49.2 萬 | 0.01% | +7,979 | 新進 |
| Bridgeworth, LLC | 8,024 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Brown Advisory Inc | 8,038 | $49.6 萬 | 0.00% | +21+0.3% | 加碼 |
| Spirit of America Management Corp | 8,050 | $49.7 萬 | 0.11% | 00.0% | 不變 |
| Cox Capital Mgt LLC | 8,072 | $49.8 萬 | 0.33% | −19,835−71.1% | 減碼 |
| Vinva Investment Management Ltd | 8,063 | $50.0 萬 | 0.03% | +8,063 | 新進 |
| Investment Management Corp of Ontario | 8,163 | $50.4 萬 | 0.01% | +8,163 | 新進 |
| SageView Advisory Group, LLC | 9,293 | $50.9 萬 | 0.02% | +801+9.4% | 加碼 |
| Natixis | 8,259 | $51.0 萬 | 0.00% | +8,259 | 新進 |
| Grimes & Company, Inc. | 8,355 | $51.6 萬 | 0.02% | +124+1.5% | 加碼 |
| First Hawaiian Bank | 8,376 | $51.7 萬 | 0.02% | +3,285+64.5% | 加碼 |
| Berkshire Bank | 8,498 | $52.4 萬 | 0.14% | 00.0% | 不變 |
| Cape Cod Five Cents Savings Bank | 8,536 | $52.7 萬 | 0.05% | −9,830−53.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,721 | $53.8 萬 | 0.03% | +655+8.1% | 加碼 |
| Daymark Wealth Partners, LLC | 8,760 | $54.1 萬 | 0.03% | −189−2.1% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 8,767 | $54.1 萬 | 0.02% | +8,767 | 新進 |
| SC&H Financial Advisors, Inc. | 8,823 | $54.5 萬 | 0.16% | −3,825−30.2% | 減碼 |