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.
13F holders, Q3 2022
Institutional positions in Eversource Energy as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 832
- −14 vs. Q2 2022
- Shares held
- 273.9M
- +1.74M (+0.6%) vs. Q2 2022
- Total value
- $21.4B
- −$1.68B (−7.3%) vs. Q2 2022
- New holders
- 60
- 342 more added
- Sold out
- 74
- 262 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ES on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | −19−79.2% | Reduced |
| WestEnd Advisors, LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $390 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $780 | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 14 | $1.00K | 0.00% | −70−83.3% | Reduced |
| American National Bank | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $1.00K | 0.00% | −10−38.5% | Reduced |
| Harbor Investment Advisory, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $1.00K | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 76,479 | $1.00K | 0.00% | +76,479 | New |
| Activest Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Abound Wealth Management | 21 | $1.64K | 0.00% | +21 | New |
| Ancora Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | −12−37.5% | Reduced |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| Delos Wealth Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 32 | $2.00K | 0.00% | +32 | New |
| TD Capital Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| Key Financial Inc | 30 | $2.00K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Hallmark Capital Management Inc | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $3.00K | 0.00% | +1+2.6% | Added |
| McIlrath & Eck, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $4.00K | 0.00% | −5−8.5% | Reduced |
| High Net Worth Advisory Group LLC | 57 | $4.00K | 0.00% | +1+1.8% | Added |
| Investors Asset Management of Georgia Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $4.00K | 0.00% | +45 | New |
| Solstein Capital, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $5.00K | 0.00% | +60 | New |
| Sutton Wealth Advisors Inc. | 69 | $5.38K | 0.00% | −24−25.8% | Reduced |
| Raffa Wealth Management, LLC | 71 | $5.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $6.00K | 0.00% | −25−26.6% | Reduced |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 81 | $6.00K | 0.01% | +49+153.1% | Added |
| United Community Bank | 90 | $7.02K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 109 | $8.00K | 0.00% | +37+51.4% | Added |
| Legend Financial Advisors, Inc. | 113 | $8.81K | 0.01% | +113 | New |
| Mark Sheptoff Financial Planning, LLC | 118 | $9.00K | 0.01% | −170−59.0% | Reduced |
| Norway Savings Bank | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 111 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 120 | $9.00K | 0.00% | +105+700.0% | Added |
| Hartford Financial Management Inc. | 130 | $10.0K | 0.00% | −58−30.9% | Reduced |
| Umb Bank N A | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 143 | $11.0K | 0.01% | −211−59.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 141 | $11.0K | 0.00% | +127+907.1% | Added |
| Morgan Dempsey Capital Management LLC | 147 | $11.0K | 0.00% | +147 | New |
| Clean Yield Group | 155 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 155 | $12.0K | 0.01% | +155 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 190 | $15.0K | 0.01% | −54−22.1% | Reduced |
| Valley National Advisers Inc | 194 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $15.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $15.6K | 0.00% | −400−66.7% | Reduced |
| Robbins Farley LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 207 | $16.0K | 0.02% | +14+7.3% | Added |
| Financial Perspectives, Inc | 210 | $16.4K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 244 | $19.0K | 0.00% | −21−7.9% | Reduced |
| Covestor Ltd | 239 | $19.0K | 0.02% | −20−7.7% | Reduced |
| Anchor Investment Management, LLC | 246 | $19.2K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 262 | $20.0K | 0.00% | −200−43.3% | Reduced |
| First Command Financial Services, Inc. | 262 | $20.0K | 0.00% | −200−43.3% | Reduced |
| Gleason Group, Inc. | 258 | $20.0K | 0.01% | +2+0.8% | Added |
| City State Bank | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 267 | $20.0K | 0.00% | +42+18.7% | Added |
| Baldwin Brothers Inc | 269 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 279 | $22.0K | 0.01% | +103+58.5% | Added |
| TD Waterhouse Canada Inc. | 281 | $22.6K | 0.00% | +78+38.4% | Added |
| Cribstone Capital Management, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 313 | $24.0K | 0.00% | −33−9.5% | Reduced |
| Country Trust Bank | 308 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $26.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 365 | $28.0K | 0.00% | +56+18.1% | Added |
| Salem Investment Counselors Inc | 364 | $28.0K | 0.00% | +74+25.5% | Added |
| Ronald Blue Trust, Inc. | 329 | $28.0K | 0.00% | +280+571.4% | Added |
| Bogart Wealth, LLC | 369 | $29.0K | 0.00% | −152−29.2% | Reduced |
| Zions Bancorporation, N.A. | 371 | $29.0K | 0.00% | −32−7.9% | Reduced |
| Riverview Trust Co | 372 | $29.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 368 | $29.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 366 | $29.0K | 0.01% | +273+293.5% | Added |
| Parkside Financial Bank & Trust | 401 | $31.0K | 0.01% | +9+2.3% | Added |
| Credit Agricole S A | 419 | $33.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 417 | $33.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 433 | $34.0K | 0.02% | 00.0% | Unchanged |