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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 4,327 | $337.0K | 0.01% | +49+1.1% | Added |
| Berkshire Bank | 4,348 | $339.0K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 4,347 | $339.0K | 0.01% | +440+11.3% | Added |
| Colony Group LLC | 4,345 | $339.0K | 0.01% | +755+21.0% | Added |
| Signaturefd, LLC | 4,378 | $341.0K | 0.01% | +277+6.8% | Added |
| Clifford Swan Investment Counsel LLC | 4,381 | $342.0K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,416 | $344.0K | 0.01% | −3,860−46.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,423 | $345.0K | 0.02% | −1,358−23.5% | Reduced |
| RFG Advisory, LLC | 4,561 | $346.0K | 0.02% | −128−2.7% | Reduced |
| NewEdge Wealth, LLC | 4,453 | $347.0K | 0.02% | +34+0.8% | Added |
| McKinley Carter Wealth Services, Inc. | 4,466 | $348.0K | 0.03% | −475−9.6% | Reduced |
| Shore Point Advisors, LLC | 4,543 | $354.0K | 0.35% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,563 | $355.0K | 0.01% | +313+7.4% | Added |
| Eastern Bank | 4,559 | $355.0K | 0.02% | +4,559 | New |
| Brinker Capital Investments, LLC | 4,564 | $356.0K | 0.01% | +129+2.9% | Added |
| Buckingham Strategic Wealth, LLC | 4,577 | $357.0K | 0.01% | +463+11.3% | Added |
| HBK Sorce Advisory LLC | 4,683 | $365.0K | 0.02% | +61+1.3% | Added |
| Ingalls & Snyder LLC | 4,721 | $368.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 4,731 | $369.0K | 0.03% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 4,815 | $375.0K | 0.37% | +4,815 | New |
| Resources Management Corp | 4,828 | $376.0K | 0.06% | +333+7.4% | Added |
| Raymond James Trust N.A. | 4,864 | $379.0K | 0.01% | +61+1.3% | Added |
| Modera Wealth Management, LLC | 4,891 | $381.0K | 0.02% | +15+0.3% | Added |
| Summit X, LLC | 4,884 | $382.0K | 0.11% | +71+1.5% | Added |
| Savant Capital, LLC | 4,897 | $382.0K | 0.01% | +231+5.0% | Added |
| Duality Advisers, LP | 4,915 | $383.0K | 0.04% | −42,920−89.7% | Reduced |
| Alpha Cubed Investments, LLC | 4,911 | $383.0K | 0.03% | −225−4.4% | Reduced |
| Kraematon Investment Advisors, Inc | 4,934 | $385.0K | 0.50% | +24+0.5% | Added |
| Brown Advisory Inc | 4,974 | $387.0K | 0.00% | −300−5.7% | Reduced |
| Appleton Partners Inc | 5,008 | $390.0K | 0.04% | −41−0.8% | Reduced |
| Tranquilli Financial Advisor LLC | 5,016 | $391.0K | 0.31% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,023 | $391.6K | 0.02% | −452−8.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,047 | $393.0K | 0.22% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,053 | $394.0K | 0.04% | −5−0.1% | Reduced |
| Capula Management Ltd | 5,050 | $394.0K | 0.05% | +5,050 | New |
| United Capital Financial Advisers, LLC | 5,068 | $395.0K | 0.00% | +836+19.8% | Added |
| Tokio Marine Asset Management Co Ltd | 5,069 | $395.0K | 0.03% | +891+21.3% | Added |
| Connecticut Wealth Management, LLC | 5,108 | $398.0K | 0.04% | +896+21.3% | Added |
| Spinnaker Trust | 5,141 | $401.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 5,152 | $401.0K | 0.29% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,145 | $402.0K | 0.06% | −25−0.5% | Reduced |
| Continuum Advisory, LLC | 5,212 | $406.0K | 0.07% | −426−7.6% | Reduced |
| Boothbay Fund Management, LLC | 5,239 | $408.0K | 0.01% | −284−5.1% | Reduced |
| CIBC World Markets Corp | 5,257 | $410.0K | 0.01% | −18,819−78.2% | Reduced |
| Spire Wealth Management | 5,293 | $413.0K | 0.03% | −588−10.0% | Reduced |
| Great Lakes Advisors, LLC | 5,300 | $413.0K | 0.01% | −9−0.2% | Reduced |
| Concord Wealth Partners | 5,333 | $416.0K | 0.13% | +38+0.7% | Added |
| Knuff & Co LLC | 5,358 | $418.0K | 0.20% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,380 | $419.0K | 0.06% | +1,320+32.5% | Added |
| KCM Investment Advisors LLC | 5,404 | $421.0K | 0.02% | −221−3.9% | Reduced |
| Thomasville National Bank | 5,399 | $421.0K | 0.05% | −63−1.2% | Reduced |
| KC Investment Advisors, LLC | 5,410 | $422.0K | 0.37% | +10.0% | Added |
| American State Bank (Iowa) | 5,436 | $423.8K | 0.37% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 5,455 | $426.0K | 0.19% | +31+0.6% | Added |
| J.W. Cole Advisors, Inc. | 5,504 | $429.0K | 0.04% | +52+1.0% | Added |
| Aspire Private Capital, LLC | 5,499 | $429.0K | 0.16% | +290+5.6% | Added |
| Beaumont Financial Partners, LLC | 5,521 | $430.0K | 0.04% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,514 | $430.0K | 0.00% | +2,580+87.9% | Added |
| Gofen & Glossberg LLC | 5,523 | $431.0K | 0.01% | −309−5.3% | Reduced |
| Belpointe Asset Management LLC | 5,535 | $431.0K | 0.03% | +595+12.0% | Added |
| Barry Investment Advisors, LLC | 5,537 | $432.0K | 0.15% | +9+0.2% | Added |
| Coastal Bridge Advisors, LLC | 5,566 | $434.0K | 0.12% | +63+1.1% | Added |
| Wealthspire Advisors, LLC | 5,577 | $435.0K | 0.01% | +1,023+22.5% | Added |
| Aquatic Capital Management LLC | 5,600 | $437.0K | 0.04% | −12,500−69.1% | Reduced |
| First Manhattan Co | 5,625 | $438.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,631 | $439.0K | 0.01% | +3,607+178.2% | Added |
| Wedbush Securities Inc | 5,654 | $441.0K | 0.02% | −277−4.7% | Reduced |
| Ritholtz Wealth Management | 5,655 | $441.0K | 0.02% | +5,655 | New |
| Cambridge Trust Co | 5,733 | $447.0K | 0.02% | −2,350−29.1% | Reduced |
| Boston Financial Mangement LLC | 5,728 | $447.0K | 0.02% | +700+13.9% | Added |
| Toroso Investments, LLC | 5,731 | $447.0K | 0.02% | +1,820+46.5% | Added |
| Checchi Capital Advisers, LLC | 5,780 | $451.0K | 0.05% | +82+1.4% | Added |
| Sound Income Strategies, LLC | 5,892 | $459.0K | 0.07% | +4+0.1% | Added |
| Barber Financial Group, Inc. | 5,958 | $464.0K | 0.13% | +86+1.5% | Added |
| Opus Investment Management Inc | 6,000 | $468.0K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 6,018 | $469.0K | 0.05% | −250−4.0% | Reduced |
| Mondrian Investment Partners LTD | 6,061 | $473.0K | 0.01% | +1,940+47.1% | Added |
| Savior LLC | 6,163 | $480.0K | 0.45% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 6,210 | $483.0K | 0.01% | +375+6.4% | Added |
| Laurel Wealth Advisors, Inc. | 6,288 | $490.0K | 0.05% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 6,346 | $495.0K | 0.37% | +12+0.2% | Added |
| Oppenheimer Asset Management Inc. | 6,419 | $501.0K | 0.01% | +45+0.7% | Added |
| Independent Advisor Alliance | 6,445 | $502.0K | 0.03% | +611+10.5% | Added |
| Horizon Investments, LLC | 6,474 | $505.0K | 0.02% | +3,437+113.2% | Added |
| Blue Fin Capital, Inc. | 6,560 | $511.0K | 0.19% | 00.0% | Unchanged |
| CPWM, LLC | 6,586 | $513.0K | 0.05% | −86−1.3% | Reduced |
| Midwest Professional Planners, LTD. | 6,649 | $518.0K | 0.31% | +330+5.2% | Added |
| FineMark National Bank & Trust | 6,672 | $520.0K | 0.03% | +140+2.1% | Added |
| CIBC Private Wealth Group, LLC | 6,720 | $524.0K | 0.00% | −9,998−59.8% | Reduced |
| Huntington National Bank | 6,734 | $525.0K | 0.01% | −195−2.8% | Reduced |
| Empirical Asset Management, LLC | 6,753 | $526.0K | 0.57% | +6,753 | New |
| Ibex Wealth Advisors | 6,819 | $532.0K | 0.14% | +6,819 | New |
| Balentine LLC | 6,844 | $534.0K | 0.02% | −1,583−18.8% | Reduced |
| Mirabella Financial Services LLP | 6,754 | $538.0K | 0.06% | +6,754 | New |
| OPSEU Pension Plan Trust Fund | 6,725 | $541.0K | 0.14% | −100−1.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,137 | $556.0K | 0.00% | −5,600−44.0% | Reduced |
| Hills Bank & Trust Co | 7,188 | $560.0K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 7,302 | $569.0K | 0.02% | +3,311+83.0% | Added |
| Flputnam Investment Management Co | 7,312 | $570.0K | 0.02% | −294−3.9% | Reduced |
| Stephens Inc | 7,320 | $571.0K | 0.01% | −180−2.4% | Reduced |