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Eversource Energy

ES
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000072741

In the last 90 days, Eversource Energy insiders filed 0 open-market purchases and 1 sale; 1,127 institutions reported holding it in 13F filings for Q2 2026, worth $23.5B in total; Soros Fund Management is the only superinvestor holding it.

Q3 2022 vs. Q2 2022

How the institutions holding Eversource Energy changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of ES: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders8548832−14
Shares272.2M49.8K273.9M+1.74M (+0.6%)
Value$23.0B$4.24M$21.4B−$1.68B (−7.3%)

8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (60)

Institutions that held Eversource Energy at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to ES in Q3 2022
InstitutionSharesValue% of portfolio
Brookfield Asset Management Inc.1,532,636$119.5M0.44%
Yaupon Capital Management LP114,615$8.94M3.00%
Teachers Retirement System of the State of Kentucky100,097$7.80M0.09%
PGGM Investments55,099$4.30M0.08%
Worldquant Millennium Advisors LLC50,149$3.91M0.10%
Railway Pension Investments Ltd43,400$3.38M0.04%
Czech National Bank40,248$3.14M0.09%
HRT Financial LP19,649$1.53M0.02%
Wexford Capital LP17,570$1.37M0.43%
Icon Wealth Advisors, LLC16,042$1.25M0.15%
Susquehanna Fundamental Investments, LLC15,400$1.20M0.02%
Cornerstone Advisors, LLC15,000$1.17M0.06%
Summit Financial, LLC10,716$835.4K0.08%
Advisor Partners II, LLC10,694$834.0K0.06%
Lido Advisors, LLC9,835$766.0K0.02%
W.H. Cornerstone Investments Inc.10,213$760.0K0.80%
Bokf, NA8,484$662.0K0.01%
AlphaCrest Capital Management LLC8,152$636.0K0.04%
Mirabella Financial Services LLP6,754$538.0K0.06%
Ibex Wealth Advisors6,819$532.0K0.14%
Empirical Asset Management, LLC6,753$526.0K0.57%
Ritholtz Wealth Management5,655$441.0K0.02%
Capula Management Ltd5,050$394.0K0.05%
Asset Management Resources, LLC4,815$375.0K0.37%
Eastern Bank4,559$355.0K0.02%
Wealthstar Advisors, LLC4,198$327.0K0.16%
Strategy Asset Managers LLC3,186$248.0K0.07%
Wipfli Financial Advisors LLC,3,078$240.0K0.02%
55I, LLC3,050$238.0K0.01%
TrinityPoint Wealth, LLC2,970$232.0K0.05%
Blueprint Investment Partners LLC2,939$229.0K0.06%
Aaron Wealth Advisors2,719$212.0K0.04%
Romano Brothers and Company2,607$203.0K0.03%
Peapack Gladstone Financial Corp2,568$200.0K0.00%
Spartan Planning & Wealth Management2,453$191.0K0.25%
International Assets Investment Management, LLC2,260$176.0K0.04%
Old North State Trust, LLC1,231$96.0K0.08%
NuWave Investment Management, LLC1,110$87.0K0.10%
Edmond de Rothschild Holding S.A.1,062$83.0K0.00%
Alta Advisers Ltd1,000$78.0K0.05%
TFC Financial Management1,000$78.0K0.02%
Group One Trading, L.P.900$70.0K0.00%
Almanack Investment Partners, LLC.828$66.0K0.01%
Vestor Capital, LLC748$58.0K0.01%
DT Investment Partners, LLC577$45.0K0.01%
Point72 Hong Kong Ltd443$35.0K0.00%
Ten Capital Wealth Advisors, LLC155$12.0K0.01%
Morgan Dempsey Capital Management LLC147$11.0K0.00%
Legend Financial Advisors, Inc.113$8.81K0.01%
Stonebridge Capital Advisors LLC60$5.00K0.00%
Clearstead Advisors, LLC45$4.00K0.00%
Dividend Assets Capital, LLC32$2.00K0.00%
TD Capital Management LLC25$2.00K0.00%
Key Financial Inc30$2.00K0.00%
SJS Investment Consulting Inc.29$2.00K0.00%
Abound Wealth Management21$1.64K0.00%
Lee Financial Co7$1.00K0.00%
CFS Investment Advisory Services, LLC76,479$1.00K0.00%
Activest Wealth Management11$1.00K0.00%
Highline Wealth Partners LLC10$7800.00%

Sold out (74)

Institutions that held Eversource Energy at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of ES in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Reaves W H & Co Inc597,645$50.5M
Old Republic International Corporation450,000$38.0M
Twinbeech Capital LP225,353$19.0M
NFJ Investment Group, LLC128,490$10.9M
Ilmarinen Mutual Pension Insurance Co66,000$5.58M
Paloma Partners Management Co64,900$5.48M
Schonfeld Strategic Advisors LLC59,900$5.06M
Cipher Capital LP52,222$4.41M
Dynamic Technology Lab Private Ltd42,435$3.58M
Natixis Investment Managers International29,161$2.46M
Advisors Preferred, LLC28,123$2.38M
Virtu Financial LLC23,308$1.97M
Centiva Capital, LP21,773$1.84M
Cordatus Wealth Management LLC18,462$1.56M
Pensionfund Sabic18,000$1.52M
Capital Fund Management S.A.16,041$1.35M
Aigen Investment Management, LP15,257$1.29M
Occudo Quantitative Strategies LP12,821$1.08M
Trexquant Investment LP10,488$886.0K
Pearl River Capital, LLC10,175$859.0K
Vident Investment Advisory, LLC9,103$761.0K
Advisor Resource Council8,287$700.0K
Gsa Capital Partners LLP7,516$635.0K
Bridgefront Capital, LLC7,480$632.0K
Intrua Financial, LLC6,139$519.0K
Cresset Asset Management, LLC5,839$494.0K
Oak Thistle LLC5,444$460.0K
Freestone Capital Holdings, LLC4,518$382.0K
Ayrshire Capital Management LLC3,695$312.0K
Echo Street Capital Management LLC3,458$292.0K
Stevens Capital Management LP3,444$291.0K
Baader Bank INC3,300$279.0K
Fox Run Management, L.L.C.3,230$273.0K
Delphia (USA) Inc.3,152$266.0K
EP Wealth Advisors, LLC3,025$256.0K
Caxton Associates LP2,968$251.0K
Abacus Wealth Partners, LLC2,954$249.5K
First American Trust, FSB2,932$248.0K
Centennial Wealth Advisory LLC2,722$230.0K
Corton Capital Inc.2,574$217.0K
Cullinan Associates Inc2,557$216.0K
Burney Co2,527$213.0K
Stock Yards Bank & Trust Co2,505$212.0K
InterOcean Capital Group, LLC2,500$211.0K
Atlantic Union Bankshares Corp2,438$206.0K
Bank of Stockton2,440$206.0K
Northside Capital Management, LLC2,441$206.0K
MEMBERS Trust Co2,436$206.0K
Pure Financial Advisors, Inc.2,390$202.0K
Hightower 6M Holding, LLC2,386$202.0K
Advisory Services Network, LLC2,307$195.0K
Charter Oak Capital Management, LLC2,074$175.0K
Bank Julius Baer & Co. Ltd, Zurich1,840$155.0K
Venture Visionary Partners LLC1,330$112.3K
Cary Street Partner Investment Advisory LLC1,248$105.0K
CX Institutional1,140$96.0K
Trustcore Financial Services, LLC950$80.0K
GW&K Investment Management, LLC838$71.0K
ACG Wealth431$36.0K
Ahrens Investment Partners LLC425$36.0K
Cascade Investment Advisors, Inc.300$25.3K
Graves-Light Private Wealth Management, Inc.278$23.0K
Fairfield, Bush & Co.266$22.0K
Retirement Group, LLC146$12.0K
CoreCap Advisors, LLC137$12.0K
Steward Financial Group LLC151$12.0K
Rockbridge Investment Management, LCC108$9.12K
Ulland Investment Advisors, LLC55$5.00K
Morton Brown Family Wealth, LLC47$4.00K
Newbridge Financial Services Group, Inc.34$3.00K
Hazlett, Burt & Watson, Inc.27$2.00K
Marquette Asset Management, LLC8$1.00K
Carmichael Hill & Associates, Inc.16$1.00K
Curi Capital4$0

Not filed for Q3 2022 yet (8)

Institutions that held Eversource Energy at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Icon Wealth Partners, LLC15,965$1.35M
Advisor Partners LLC10,493$886.0K
Sciencast Management LP9,557$847.0K
HighPoint Advisor Group LLC5,406$455.0K
Minot Wealth Management LLC3,888$328.0K
Private Capital Group, LLC2,546$215.0K
Brewin Dolphin Ltd1,914$162.0K
Fieldpoint Private Securities, LLC20$2.00K