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。
2025 年第 1 季 13F 持有人
Eversource Energy 在 2025/3/31 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
- 890
- 較 2024 年第 4 季 +27 家
- 持有股數
- 3.05 億
- 較 2024 年第 4 季 +689.7 萬 (+2.3%)
- 總市值
- $189.3 億
- 較 2024 年第 4 季 +$18.3 億 (+10.7%)
- 新進機構
- 117
- 另有 354 家加碼
- 清倉機構
- 90
- 另有 276 家減碼
另有 13 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Beirne Wealth Consulting Services, LLC | 4,197 | $26.1 萬 | 0.09% | −45−1.1% | 減碼 |
| HighPoint Advisor Group LLC | 4,407 | $26.2 萬 | 0.02% | +45+1.0% | 加碼 |
| Optimize Financial Inc | 4,245 | $26.4 萬 | 0.10% | +4,245 | 新進 |
| Clifford Swan Investment Counsel LLC | 4,250 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Formidable Asset Management, LLC | 4,252 | $26.4 萬 | 0.04% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 4,257 | $26.4 萬 | 0.01% | −109−2.5% | 減碼 |
| Checchi Capital Advisers, LLC | 4,283 | $26.6 萬 | 0.02% | +543+14.5% | 加碼 |
| Impact Capital Partners LLC | 4,321 | $26.8 萬 | 0.10% | −18−0.4% | 減碼 |
| Stablepoint Partners, LLC | 4,324 | $26.9 萬 | 0.05% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 4,357 | $27.1 萬 | 0.01% | +10.0% | 加碼 |
| Fifth Third Wealth Advisors LLC | 4,358 | $27.1 萬 | 0.01% | +4,358 | 新進 |
| Cable Hill Partners, LLC | 4,562 | $27.1 萬 | 0.03% | −1,626−26.3% | 減碼 |
| Boothbay Fund Management, LLC | 4,408 | $27.4 萬 | 0.01% | +4,408 | 新進 |
| Snowden Capital Advisors LLC | 4,412 | $27.4 萬 | 0.01% | +232+5.6% | 加碼 |
| Grace & White Inc | 4,418 | $27.4 萬 | 0.05% | 00.0% | 不變 |
| Charter Trust Co | 4,465 | $27.7 萬 | 0.02% | −125−2.7% | 減碼 |
| Atria Wealth Solutions, Inc. | 4,490 | $27.9 萬 | 0.00% | +4,490 | 新進 |
| CFS Investment Advisory Services, LLC | 4,503 | $28.0 萬 | 0.02% | −408−8.3% | 減碼 |
| SC&H Financial Advisors, Inc. | 4,511 | $28.0 萬 | 0.06% | −1,005−18.2% | 減碼 |
| Integrity Alliance, LLC. | 4,512 | $28.0 萬 | 0.01% | +4,512 | 新進 |
| Stoneridge Investment Partners LLC | 4,522 | $28.1 萬 | 0.24% | −23,612−83.9% | 減碼 |
| Shore Point Advisors, LLC | 4,542 | $28.2 萬 | 0.15% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 4,562 | $28.3 萬 | 0.13% | +66+1.5% | 加碼 |
| Oxler Private Wealth LLC | 4,618 | $28.7 萬 | 0.10% | +46+1.0% | 加碼 |
| Farther Finance Advisors, LLC | 4,623 | $28.7 萬 | 0.01% | +2,374+105.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 4,639 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 4,676 | $29.0 萬 | 0.01% | +74+1.6% | 加碼 |
| Jump Financial, LLC | 4,704 | $29.2 萬 | 0.00% | −9,946−67.9% | 減碼 |
| MJP Associates Inc | 4,789 | $29.7 萬 | 0.05% | −46−1.0% | 減碼 |
| Destination Wealth Management | 4,836 | $30.0 萬 | 0.01% | −164−3.3% | 減碼 |
| Parallel Advisors, LLC | 4,863 | $30.2 萬 | 0.01% | −59−1.2% | 減碼 |
| Clarius Group, LLC | 4,883 | $30.3 萬 | 0.02% | +158+3.3% | 加碼 |
| Spinnaker Trust | 4,915 | $30.5 萬 | 0.02% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 4,965 | $30.8 萬 | 0.04% | +4,965 | 新進 |
| Frank, Rimerman Advisors LLC | 4,969 | $30.9 萬 | 0.02% | +1,019+25.8% | 加碼 |
| Wells Trecaso Financial Group, LLC | 4,972 | $30.9 萬 | 0.10% | +50+1.0% | 加碼 |
| EntryPoint Capital, LLC | 5,033 | $31.3 萬 | 0.14% | +5,033 | 新進 |
| Bryn Mawr Trust Co | 5,036 | $31.3 萬 | 0.01% | +184+3.8% | 加碼 |
| MBB Public Markets I LLC | 5,181 | $32.2 萬 | 0.04% | +5,181 | 新進 |
| Pitcairn Co | 5,217 | $32.4 萬 | 0.02% | −543−9.4% | 減碼 |
| Brinker Capital Investments, LLC | 5,228 | $32.5 萬 | 0.00% | +951+22.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,228 | $32.5 萬 | 0.00% | +951+22.2% | 加碼 |
| Thrive Wealth Management, LLC | 5,256 | $32.6 萬 | 0.06% | +5,256 | 新進 |
| Horizon Investments, LLC | 5,262 | $32.7 萬 | 0.01% | +373+7.6% | 加碼 |
| Lido Advisors, LLC | 5,373 | $33.4 萬 | 0.00% | +5,373 | 新進 |
| Barry Investment Advisors, LLC | 5,411 | $33.6 萬 | 0.09% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 5,420 | $33.7 萬 | 0.01% | −5,597−50.8% | 減碼 |
| HBK Sorce Advisory LLC | 5,434 | $33.8 萬 | 0.01% | −431−7.3% | 減碼 |
| American State Bank (Iowa) | 5,436 | $33.8 萬 | 0.20% | 00.0% | 不變 |
| Alpha Family Trust | 5,440 | $33.8 萬 | 0.20% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 5,519 | $34.3 萬 | 0.04% | +5,461+9,415.5% | 加碼 |
| Bensler, LLC | 5,560 | $34.5 萬 | 0.04% | −8−0.1% | 減碼 |
| Prossimo Advisors, LLC | 5,600 | $34.8 萬 | 0.26% | +15+0.3% | 加碼 |
| Wealthspire Advisors, LLC | 5,674 | $35.2 萬 | 0.00% | −276−4.6% | 減碼 |
| Blue Fin Capital, Inc. | 5,681 | $35.3 萬 | 0.07% | 00.0% | 不變 |
| Advisor OS, LLC | 5,694 | $35.4 萬 | 0.04% | +232+4.2% | 加碼 |
| Kelly Financial Group LLC | 5,724 | $35.6 萬 | 0.11% | +45+0.8% | 加碼 |
| Wedbush Securities Inc | 5,782 | $35.9 萬 | 0.01% | −742−11.4% | 減碼 |
| Midwest Professional Planners, LTD. | 5,791 | $36.0 萬 | 0.11% | −117−2.0% | 減碼 |
| RSM US Wealth Management LLC | 5,831 | $36.2 萬 | 0.01% | +616+11.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,830 | $36.2 萬 | 0.01% | −1,547−21.0% | 減碼 |
| Quadcap Wealth Management, LLC | 5,834 | $36.2 萬 | 0.05% | +8+0.1% | 加碼 |
| Welch Group, LLC | 5,936 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 5,934 | $36.9 萬 | 0.01% | +277+4.9% | 加碼 |
| KCM Investment Advisors LLC | 5,942 | $36.9 萬 | 0.01% | −50−0.8% | 減碼 |
| Atomi Financial Group, Inc. | 5,956 | $37.0 萬 | 0.02% | −379−6.0% | 減碼 |
| Flputnam Investment Management Co | 5,971 | $37.1 萬 | 0.01% | +1,963+49.0% | 加碼 |
| Congress Wealth Management LLC | 5,980 | $37.1 萬 | 0.00% | +298+5.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 6,003 | $37.3 萬 | 0.02% | +6,003 | 新進 |
| Modera Wealth Management, LLC | 6,063 | $37.7 萬 | 0.01% | −97−1.6% | 減碼 |
| Lazard Asset Management LLC | 6,119 | $37.9 萬 | 0.00% | +6,119 | 新進 |
| Fisher Asset Management, LLC | 6,122 | $38.0 萬 | 0.00% | +312+5.4% | 加碼 |
| Connecticut Wealth Management, LLC | 6,135 | $38.1 萬 | 0.02% | −88−1.4% | 減碼 |
| Savior LLC | 6,150 | $38.2 萬 | 2.30% | 00.0% | 不變 |
| Verity & Verity, LLC | 6,332 | $39.3 萬 | 0.03% | −6,627−51.1% | 減碼 |
| Csenge Advisory Group | 6,892 | $39.6 萬 | 0.02% | +697+11.3% | 加碼 |
| Tudor Investment Corp Et Al | 6,428 | $39.9 萬 | 0.00% | −89,883−93.3% | 減碼 |
| Seeds Investor LLC | 6,485 | $40.3 萬 | 0.11% | +488+8.1% | 加碼 |
| MUFG Securities Americas Inc. | 6,492 | $40.3 萬 | 0.05% | +1,082+20.0% | 加碼 |
| Everence Capital Management Inc | 6,530 | $40.6 萬 | 0.03% | 00.0% | 不變 |
| Leslie Global Wealth, LLC | 6,558 | $40.7 萬 | 0.20% | +30.0% | 加碼 |
| Huntington National Bank | 6,677 | $41.5 萬 | 0.00% | +1,486+28.6% | 加碼 |
| Sachetta, LLC | 6,761 | $42.0 萬 | 0.17% | −12−0.2% | 減碼 |
| Nwam LLC | 6,783 | $42.1 萬 | 0.04% | +2,621+63.0% | 加碼 |
| Aptus Capital Advisors, LLC | 6,789 | $42.2 萬 | 0.00% | +50+0.7% | 加碼 |
| J. Safra Sarasin Holding AG | 6,802 | $42.2 萬 | 0.01% | +6,802 | 新進 |
| Old North State Wealth Management, LLC | 6,813 | $42.4 萬 | 0.24% | +1,761+34.9% | 加碼 |
| GAMMA Investing LLC | 6,831 | $42.4 萬 | 0.03% | +1,333+24.2% | 加碼 |
| Crestwood Advisors Group LLC | 6,903 | $42.9 萬 | 0.01% | −71−1.0% | 減碼 |
| Machina Capital S.A.S. | 6,927 | $43.0 萬 | 0.13% | +3,048+78.6% | 加碼 |
| Bessemer Group Inc | 6,971 | $43.3 萬 | 0.00% | −7,364−51.4% | 減碼 |
| Belpointe Asset Management LLC | 6,993 | $43.4 萬 | 0.02% | +284+4.2% | 加碼 |
| Daymark Wealth Partners, LLC | 7,011 | $43.5 萬 | 0.02% | −595−7.8% | 減碼 |
| Welch & Forbes LLC | 7,158 | $44.5 萬 | 0.01% | −645−8.3% | 減碼 |
| Prosperity Wealth Management, Inc. | 7,247 | $45.0 萬 | 0.21% | +397+5.8% | 加碼 |
| BKD Wealth Advisors, LLC | 7,272 | $45.2 萬 | 0.01% | +1,109+18.0% | 加碼 |
| Code Waechter LLC | 7,331 | $45.5 萬 | 0.37% | −8,275−53.0% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 7,385 | $45.9 萬 | 0.02% | +378+5.4% | 加碼 |
| Abel Hall, LLC | 7,395 | $45.9 萬 | 0.28% | +3,081+71.4% | 加碼 |
| Rockland Trust Co | 7,468 | $46.4 萬 | 0.02% | −6,202−45.4% | 減碼 |