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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 450 | $35.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 455 | $35.0K | 0.00% | +413+983.3% | Added |
| Point72 Hong Kong Ltd | 443 | $35.0K | 0.00% | +443 | New |
| Atticus Wealth Management, LLC | 427 | $36.0K | 0.02% | 00.0% | Unchanged |
| AGF Investments LLC | 477 | $37.0K | 0.00% | −404−45.9% | Reduced |
| Versant Capital Management, Inc | 493 | $38.0K | 0.01% | −4−0.8% | Reduced |
| MV Capital Management, Inc. | 504 | $39.0K | 0.01% | +26+5.4% | Added |
| Money Concepts Capital Corp | 514 | $40.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 523 | $40.0K | 0.02% | +1+0.2% | Added |
| Washington Trust Co | 525 | $41.0K | 0.00% | +75+16.7% | Added |
| Altshuler Shaham Ltd | 522 | $42.0K | 0.00% | −28−5.1% | Reduced |
| City Holding Co | 533 | $42.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 544 | $42.4K | 0.02% | +4+0.7% | Added |
| Tradition Wealth Management, LLC | 576 | $45.0K | 0.01% | +6+1.1% | Added |
| DT Investment Partners, LLC | 577 | $45.0K | 0.01% | +577 | New |
| American Research & Management Co. | 590 | $46.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 587 | $46.0K | 0.00% | +217+58.6% | Added |
| Vigilant Capital Management, LLC | 607 | $47.0K | 0.00% | +130+27.3% | Added |
| Benjamin Edwards Inc | 647 | $50.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 597 | $50.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 646 | $50.0K | 0.01% | +51+8.6% | Added |
| Massmutual Trust Co FSB | 682 | $53.0K | 0.00% | −53−7.2% | Reduced |
| Tortoise Investment Management, LLC | 685 | $53.0K | 0.01% | +141+25.9% | Added |
| Loomis Sayles & Co L P | 682 | $53.0K | 0.00% | +497+268.6% | Added |
| PFG Private Wealth Management, LLC | 687 | $54.0K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 708 | $55.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 705 | $55.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 705 | $55.0K | 0.03% | +11+1.6% | Added |
| Bangor Savings Bank | 714 | $56.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 720 | $56.0K | 0.02% | +55+8.3% | Added |
| Perkins Coie Trust Co | 734 | $57.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 726 | $57.0K | 0.01% | +414+132.7% | Added |
| First Horizon Advisors, Inc. | 759 | $58.0K | 0.00% | −38−4.8% | Reduced |
| Vestor Capital, LLC | 748 | $58.0K | 0.01% | +748 | New |
| Tucker Asset Management LLC | 812 | $61.9K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $62.0K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 805 | $62.8K | 0.01% | +136+20.3% | Added |
| Rosenberg Matthew Hamilton | 811 | $63.0K | 0.02% | +64+8.6% | Added |
| New England Asset Management Inc | 817 | $64.0K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 828 | $66.0K | 0.01% | +828 | New |
| DuPont Capital Management Corp | 861 | $67.0K | 0.00% | −214−19.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 874 | $68.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 889 | $69.0K | 0.01% | +17+1.9% | Added |
| Kelly Financial Services LLC | 886 | $69.1K | 0.04% | +453+104.6% | Added |
| Group One Trading, L.P. | 900 | $70.0K | 0.00% | +900 | New |
| CoreFirst Bank & Trust | 907 | $71.0K | 0.06% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 940 | $73.0K | 0.03% | −350−27.1% | Reduced |
| Focused Wealth Management, Inc | 942 | $73.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $73.6K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 948 | $74.0K | 0.01% | −3,500−78.7% | Reduced |
| Alpha Paradigm Partners, LLC | 991 | $77.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $78.0K | 0.05% | +1,000 | New |
| TFC Financial Management | 1,000 | $78.0K | 0.02% | +1,000 | New |
| Sawyer & Company, Inc | 1,030 | $80.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $82.0K | 0.08% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,062 | $83.0K | 0.00% | +1,062 | New |
| Manchester Capital Management LLC | 1,076 | $84.0K | 0.01% | −1−0.1% | Reduced |
| First Community Trust NA | 1,106 | $86.0K | 0.12% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,105 | $86.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,110 | $87.0K | 0.10% | +1,110 | New |
| Federated Hermes, Inc. | 1,134 | $88.0K | 0.00% | −1,478−56.6% | Reduced |
| Lindbrook Capital, LLC | 1,172 | $91.0K | 0.02% | +45+4.0% | Added |
| Washington Trust Advisors, Inc. | 1,193 | $93.0K | 0.01% | −500−29.5% | Reduced |
| Jones Financial Companies LLLP | 1,200 | $94.0K | 0.00% | −146−10.8% | Reduced |
| Old North State Trust, LLC | 1,231 | $96.0K | 0.08% | +1,231 | New |
| Deseret Mutual Benefit Administrators | 1,249 | $97.0K | 0.03% | −273−17.9% | Reduced |
| Zullo Investment Group, Inc. | 1,243 | $97.0K | 0.06% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,255 | $98.0K | 0.04% | +9+0.7% | Added |
| Webster Bank, N. A. | 1,306 | $102.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,327 | $103.0K | 0.07% | 00.0% | Unchanged |
| TSFG, LLC | 1,330 | $104.0K | 0.05% | −10−0.7% | Reduced |
| Centaurus Financial, Inc. | 1,352 | $105.0K | 0.01% | +28+2.1% | Added |
| AlphaMark Advisors, LLC | 1,377 | $107.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,415 | $110.0K | 0.00% | −65−4.4% | Reduced |
| West Branch Capital LLC | 1,527 | $119.0K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,555 | $121.0K | 0.03% | +9+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,593 | $124.0K | 0.01% | +55+3.6% | Added |
| BerganKDV Wealth Management, LLC | 1,613 | $126.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,788 | $139.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,833 | $142.0K | 0.01% | −1,588−46.4% | Reduced |
| Endurance Wealth Management, Inc. | 1,889 | $147.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,861 | $151.0K | 0.08% | +10+0.5% | Added |
| Raleigh Capital Management Inc. | 1,939 | $151.0K | 0.09% | +116+6.4% | Added |
| Bartlett & Co. LLC | 1,956 | $152.0K | 0.00% | −49−2.4% | Reduced |
| Spirit of America Management Corp | 1,950 | $152.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,956 | $152.5K | 0.00% | −49−2.4% | Reduced |
| O'Brien Wealth Partners LLC | 2,004 | $156.0K | 0.07% | +6+0.3% | Added |
| Private Trust Co NA | 2,119 | $165.0K | 0.03% | −12−0.6% | Reduced |
| Sentry Investment Management LLC | 2,158 | $168.0K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,200 | $172.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,212 | $172.0K | 0.02% | +46+2.1% | Added |
| Stephenson National Bank & Trust | 2,220 | $173.0K | 0.12% | +60+2.8% | Added |
| Howe & Rusling Inc | 2,253 | $176.0K | 0.02% | +3+0.1% | Added |
| International Assets Investment Management, LLC | 2,260 | $176.0K | 0.04% | +2,260 | New |
| Spartan Planning & Wealth Management | 2,453 | $191.0K | 0.25% | +2,453 | New |
| Tompkins Financial Corp | 2,457 | $192.0K | 0.03% | +452+22.5% | Added |
| Meeder Asset Management Inc | 2,521 | $197.0K | 0.01% | +446+21.5% | Added |
| Center for Financial Planning, Inc. | 2,547 | $199.0K | 0.05% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 2,568 | $200.0K | 0.00% | +2,568 | New |