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。
2024 年第 4 季 13F 持有人
Eversource Energy 在 2024/12/31 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
- 876
- 較 2024 年第 3 季 +20 家
- 持有股數
- 3.04 億
- 較 2024 年第 3 季 +685.9 萬 (+2.3%)
- 總市值
- $174.7 億
- 較 2024 年第 3 季 −$27.1 億 (−13.5%)
- 新進機構
- 118
- 另有 324 家加碼
- 清倉機構
- 98
- 另有 285 家減碼
另有 15 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 3,967 | $22.8 萬 | 0.11% | +3,967 | 新進 |
| Berkshire Bank | 4,000 | $23.0 萬 | 0.05% | −3,008−42.9% | 減碼 |
| Viking Fund Management LLC | 4,000 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| Flputnam Investment Management Co | 4,008 | $23.0 萬 | 0.00% | −990−19.8% | 減碼 |
| SageView Advisory Group, LLC | 4,012 | $23.0 萬 | 0.01% | −282−6.6% | 減碼 |
| LVW Advisors, LLC | 4,022 | $23.1 萬 | 0.03% | −141−3.4% | 減碼 |
| Spire Wealth Management | 4,029 | $23.1 萬 | 0.01% | +965+31.5% | 加碼 |
| IFP Advisors, Inc | 4,037 | $23.2 萬 | 0.01% | +2,285+130.4% | 加碼 |
| Independent Advisor Alliance | 4,121 | $23.7 萬 | 0.00% | +151+3.8% | 加碼 |
| Nwam LLC | 4,162 | $23.9 萬 | 0.01% | −422−9.2% | 減碼 |
| Snowden Capital Advisors LLC | 4,180 | $24.0 萬 | 0.01% | +13+0.3% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 4,242 | $24.4 萬 | 0.09% | −8−0.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 4,250 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 4,252 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,277 | $24.6 萬 | 0.00% | +4,277 | 新進 |
| Orion Portfolio Solutions, LLC | 4,277 | $24.6 萬 | 0.00% | +4,277 | 新進 |
| Abel Hall, LLC | 4,314 | $24.8 萬 | 0.16% | +14+0.3% | 加碼 |
| Hantz Financial Services, Inc. | 4,325 | $24.8 萬 | 0.00% | +703+19.4% | 加碼 |
| Stablepoint Partners, LLC | 4,324 | $24.8 萬 | 0.05% | 00.0% | 不變 |
| Impact Capital Partners LLC | 4,339 | $24.9 萬 | 0.09% | +4,339 | 新進 |
| Pensionmark Financial Group, LLC | 4,356 | $25.0 萬 | 0.01% | +279+6.8% | 加碼 |
| IHT Wealth Management, LLC | 4,366 | $25.1 萬 | 0.01% | −17−0.4% | 減碼 |
| Canada Post Corp Registered Pension Plan | 4,390 | $25.2 萬 | 0.01% | +4,390 | 新進 |
| Dynasty Wealth Management, LLC | 4,414 | $25.3 萬 | 0.00% | +55+1.3% | 加碼 |
| Grace & White Inc | 4,418 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 4,496 | $25.8 萬 | 0.13% | +3+0.1% | 加碼 |
| Cascade Financial Partners, LLC | 4,521 | $26.0 萬 | 0.03% | 00.0% | 不變 |
| Shore Point Advisors, LLC | 4,542 | $26.1 萬 | 0.14% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,569 | $26.2 萬 | 0.00% | −31,490−87.3% | 減碼 |
| Oxler Private Wealth LLC | 4,572 | $26.3 萬 | 0.09% | −645−12.4% | 減碼 |
| Charter Trust Co | 4,590 | $26.4 萬 | 0.02% | −190−4.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,639 | $26.6 萬 | 0.02% | −367−7.3% | 減碼 |
| Perigon Wealth Management, LLC | 4,602 | $26.7 萬 | 0.01% | +1,104+31.6% | 加碼 |
| HighPoint Advisor Group LLC | 4,362 | $26.8 萬 | 0.01% | +123+2.9% | 加碼 |
| Clarius Group, LLC | 4,725 | $27.1 萬 | 0.02% | +124+2.7% | 加碼 |
| Bleakley Financial Group, LLC | 4,734 | $27.2 萬 | 0.01% | −98−2.0% | 減碼 |
| J.W. Cole Advisors, Inc. | 4,803 | $27.6 萬 | 0.01% | +93+2.0% | 加碼 |
| MJP Associates Inc | 4,835 | $27.8 萬 | 0.05% | +407+9.2% | 加碼 |
| Lake Street Advisors Group, LLC | 4,850 | $27.9 萬 | 0.01% | −20−0.4% | 減碼 |
| Bryn Mawr Trust Co | 4,852 | $27.9 萬 | 0.01% | +888+22.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,860 | $27.9 萬 | 0.02% | −22,361−82.1% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,887 | $28.1 萬 | 0.13% | −385−7.3% | 減碼 |
| Horizon Investments, LLC | 4,889 | $28.1 萬 | 0.01% | +40+0.8% | 加碼 |
| Summit Trail Advisors, LLC | 4,893 | $28.1 萬 | 0.01% | +216+4.6% | 加碼 |
| CFS Investment Advisory Services, LLC | 4,911 | $28.2 萬 | 0.03% | −2,258−31.5% | 減碼 |
| Spinnaker Trust | 4,915 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Wells Trecaso Financial Group, LLC | 4,922 | $28.3 萬 | 0.09% | 00.0% | 不變 |
| Parallel Advisors, LLC | 4,922 | $28.3 萬 | 0.01% | +500+11.3% | 加碼 |
| National Asset Management, Inc. | 4,932 | $28.3 萬 | 0.01% | −1,022−17.2% | 減碼 |
| Destination Wealth Management | 5,000 | $28.7 萬 | 0.01% | +263+5.6% | 加碼 |
| Old North State Wealth Management, LLC | 5,052 | $29.1 萬 | 0.16% | +724+16.7% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 4,275 | $29.1 萬 | 0.10% | −134−3.0% | 減碼 |
| Quadrant Capital Group LLC | 5,101 | $29.3 萬 | 0.02% | −248−4.6% | 減碼 |
| Huntington National Bank | 5,191 | $29.8 萬 | 0.00% | −660−11.3% | 減碼 |
| RSM US Wealth Management LLC | 5,215 | $29.9 萬 | 0.00% | −704−11.9% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,271 | $30.3 萬 | 0.02% | 00.0% | 不變 |
| MUFG Securities Americas Inc. | 5,410 | $31.1 萬 | 0.04% | +5,410 | 新進 |
| Barry Investment Advisors, LLC | 5,411 | $31.1 萬 | 0.10% | +10.0% | 加碼 |
| American State Bank (Iowa) | 5,436 | $31.2 萬 | 0.19% | 00.0% | 不變 |
| Alpha Family Trust | 5,440 | $31.2 萬 | 0.18% | 00.0% | 不變 |
| Advisor OS, LLC | 5,462 | $31.4 萬 | 0.04% | +407+8.1% | 加碼 |
| GAMMA Investing LLC | 5,498 | $31.6 萬 | 0.03% | −22−0.4% | 減碼 |
| SC&H Financial Advisors, Inc. | 5,516 | $31.7 萬 | 0.07% | −1,003−15.4% | 減碼 |
| Bensler, LLC | 5,568 | $32.0 萬 | 0.04% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 5,585 | $32.1 萬 | 0.23% | −484−8.0% | 減碼 |
| Ballentine Partners, LLC | 5,657 | $32.5 萬 | 0.01% | +1,443+34.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 5,660 | $32.5 萬 | 0.20% | −300−5.0% | 減碼 |
| Kelly Financial Group LLC | 5,679 | $32.6 萬 | 0.12% | +5,679 | 新進 |
| Blue Fin Capital, Inc. | 5,681 | $32.6 萬 | 0.06% | 00.0% | 不變 |
| Congress Wealth Management LLC | 5,682 | $32.6 萬 | 0.00% | +2,727+92.3% | 加碼 |
| Pitcairn Co | 5,760 | $33.1 萬 | 0.02% | +2,279+65.5% | 加碼 |
| Fisher Asset Management, LLC | 5,810 | $33.4 萬 | 0.00% | −6,496−52.8% | 減碼 |
| Quadcap Wealth Management, LLC | 5,826 | $33.5 萬 | 0.05% | +27+0.5% | 加碼 |
| HBK Sorce Advisory LLC | 5,865 | $33.7 萬 | 0.01% | −65−1.1% | 減碼 |
| Midwest Professional Planners, LTD. | 5,908 | $33.9 萬 | 0.10% | +10.0% | 加碼 |
| Jones Financial Companies LLLP | 5,915 | $34.0 萬 | 0.00% | +1,840+45.2% | 加碼 |
| Welch Group, LLC | 5,936 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 5,950 | $34.2 萬 | 0.00% | −436−6.8% | 減碼 |
| KCM Investment Advisors LLC | 5,992 | $34.4 萬 | 0.01% | −20−0.3% | 減碼 |
| Seeds Investor LLC | 5,997 | $34.4 萬 | 0.10% | −1,327−18.1% | 減碼 |
| Hilltop Holdings Inc. | 6,024 | $34.6 萬 | 0.02% | +6,024 | 新進 |
| Merit Financial Group, LLC | 6,131 | $35.2 萬 | 0.01% | +1,611+35.6% | 加碼 |
| Savior LLC | 6,150 | $35.3 萬 | 2.02% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 6,160 | $35.4 萬 | 0.00% | +111+1.8% | 加碼 |
| BKD Wealth Advisors, LLC | 6,163 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 6,188 | $35.5 萬 | 0.04% | +1,969+46.7% | 加碼 |
| Csenge Advisory Group | 6,195 | $35.6 萬 | 0.02% | −1,046−14.4% | 減碼 |
| Tocqueville Asset Management L.P. | 6,210 | $35.7 萬 | 0.01% | −2,551−29.1% | 減碼 |
| Connecticut Wealth Management, LLC | 6,223 | $35.7 萬 | 0.02% | +588+10.4% | 加碼 |
| Atomi Financial Group, Inc. | 6,335 | $36.4 萬 | 0.02% | −80−1.2% | 減碼 |
| Everence Capital Management Inc | 6,530 | $37.5 萬 | 0.02% | −7,500−53.5% | 減碼 |
| Wedbush Securities Inc | 6,524 | $37.5 萬 | 0.01% | +1,115+20.6% | 加碼 |
| Centiva Capital, LP | 6,552 | $37.6 萬 | 0.01% | +6,552 | 新進 |
| Leslie Global Wealth, LLC | 6,555 | $37.6 萬 | 0.17% | −1,000−13.2% | 減碼 |
| Aptus Capital Advisors, LLC | 6,739 | $38.7 萬 | 0.00% | +404+6.4% | 加碼 |
| Sachetta, LLC | 6,773 | $38.9 萬 | 0.15% | +11+0.2% | 加碼 |
| Prosperity Wealth Management, Inc. | 6,850 | $39.3 萬 | 0.16% | +47+0.7% | 加碼 |
| Oak Thistle LLC | 6,871 | $39.5 萬 | 0.12% | +6,871 | 新進 |
| Intrua Financial, LLC | 6,918 | $39.7 萬 | 0.06% | +2,150+45.1% | 加碼 |
| Crestwood Advisors Group LLC | 6,974 | $40.0 萬 | 0.01% | +3,634+108.8% | 加碼 |