Skip to content
Disclosery

ES EVERSOURCE ENERGY

Follow

Stock (common), issuer CIK 72741

860 managers (880 13F filers) reported a position in ES shares at 2024-12-31, 304,356,268 shares in all. 60 filers opened a position and 96 filers sold out during the quarter.

Managers
860
13F filers
880
New
60
Added
326
Reduced
286
Sold out
96
Shares held by filers
304,356,268

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
JFS WEALTH ADVISORS, LLC85$4.88K<0.01%-3613F-HRTimeline
High Note Wealth, LLC80$4.59K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP75$4.31K<0.01%013F-HRTimelineGroup
Lowe Wealth Advisors, LLC72$4.13K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc72$4.13K<0.01%-11913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC71$4.08K<0.01%013F-HRTimeline
Solstein Capital, LLC69$3.96K<0.01%013F-HRTimeline
Synergy Investment Management, LLC68$3.9K<0.01%13F-HRTimeline
SBI Securities Co., Ltd.65$3.73K<0.01%13F-HRTimeline
McIlrath & Eck, LLC58$3.33K<0.01%-1013F-HRTimeline
Trifecta Capital Advisors, LLC56$3.22K<0.01%013F-HRTimeline
Beacon Capital Management, LLC54$3.12K<0.01%013F-HRTimeline
Hemington Wealth Management68$3K<0.01%-1113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC46$2.65K<0.01%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC46$2.64K<0.01%+313F-HRTimeline
Sunbelt Securities, Inc.46$2.62K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC45$2.58K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.43$2.47K<0.01%13F-HRTimeline
Winch Advisory Services, LLC42$2.44K<0.01%013F-HRTimeline
Transce3nd, LLC41$2.35K<0.01%13F-HRTimeline
Millstone Evans Group, LLC40$2.3K<0.01%13F-HRTimeline
Pacifica Partners Inc.40$2.29K<0.01%013F-HRTimeline
Ridgewood Investments LLC34$1.95K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC34$1.95K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC31$1.78K<0.01%013F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.31$1.78K<0.01%013F-HRTimeline
Clark Wealth Partners28$1.61K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA28$1.56K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.26$1.49K<0.01%new13F-HRTimeline
TD Capital Management LLC25$1.44K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.24$1.38K<0.01%-413F-HRTimeline
Key Financial Inc24$1.38K<0.01%013F-HRTimeline
True Wealth Design, LLC24$1.37K<0.01%-75013F-HRTimeline
Cornerstone Planning Group LLC21$1.22K<0.01%-613F-HRTimeline
Friedenthal Financial21$1.21K<0.01%013F-HRTimeline
Fortitude Family Office, LLC21$1.21K<0.01%-5813F-HRTimeline
WOLFF WIESE MAGANA LLC20$1.15K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC19$1.09K<0.01%13F-HRTimeline
Strengthening Families & Communities, L…10$1K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/17$976<0.01%new13F-HRTimeline
NVWM, LLC14$804<0.01%+913F-HRTimeline
COUNTRY TRUST BANK13$747<0.01%013F-HRTimeline
TFC Financial Management, Inc.12$690<0.01%-1013F-HRTimeline
WealthTrak Capital Management LLC10$575<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC10$574<0.01%-813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.9$496<0.01%013F-HRTimeline
Eagle Bay Advisors LLC8$465<0.01%-1713F-HRTimeline
Financial Management Professionals, Inc.8$459<0.01%-1113F-HRTimeline
Global Financial Private Client, LLC7$402<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC7$402<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.6$345<0.01%13F-HRTimeline
WINNACLE WEALTH LLC6$307<0.01%13F-HRTimeline
Sugar Maple Asset Management, LLC5$287<0.01%new13F-HRTimeline
NewSquare Capital LLC4$230<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.2$1470.01%-2,56113F-HRTimeline
Valued Wealth Advisors LLC2$115<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1$66<0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Erste Asset Management GmbHin group Erste Asset Management GmbH0$00%-6,70013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.