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 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 7,457 | $581.0K | 0.01% | −428−5.4% | Reduced |
| Shelton Capital Management | 7,470 | $582.0K | 0.03% | −104−1.4% | Reduced |
| Mystic Asset Management, Inc. | 7,611 | $593.0K | 0.38% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 7,625 | $594.0K | 0.09% | −1,281−14.4% | Reduced |
| Davenport & Co LLC | 7,640 | $596.0K | 0.01% | −129−1.7% | Reduced |
| Strategic Investment Advisors | 7,661 | $597.0K | 0.13% | +160+2.1% | Added |
| Exchange Traded Concepts, LLC | 7,688 | $599.0K | 0.02% | +779+11.3% | Added |
| XTX Topco Ltd | 7,694 | $600.0K | 0.15% | −6,264−44.9% | Reduced |
| BKD Wealth Advisors, LLC | 7,707 | $601.0K | 0.02% | −51−0.7% | Reduced |
| Everence Capital Management Inc | 7,770 | $606.0K | 0.06% | −6,420−45.2% | Reduced |
| CAPROCK Group, Inc. | 7,850 | $612.0K | 0.06% | +1,412+21.9% | Added |
| Crestwood Advisors Group LLC | 7,955 | $620.0K | 0.02% | −120−1.5% | Reduced |
| Cetera Advisors LLC | 8,021 | $625.0K | 0.02% | −77−1.0% | Reduced |
| Bridgeworth, LLC | 8,024 | $626.0K | 0.14% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,049 | $628.0K | 0.02% | +26+0.3% | Added |
| AlphaCrest Capital Management LLC | 8,152 | $636.0K | 0.04% | +8,152 | New |
| Prudential PLC | 8,168 | $637.0K | 0.01% | +559+7.3% | Added |
| Veritable, L.P. | 8,179 | $638.0K | 0.01% | +81+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 8,228 | $641.5K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 8,307 | $648.0K | 0.08% | +1,373+19.8% | Added |
| Pathstone Family Office, LLC | 8,437 | $657.3K | 0.01% | +478+6.0% | Added |
| Bokf, NA | 8,484 | $662.0K | 0.01% | +8,484 | New |
| Whittier Trust Co | 8,536 | $665.0K | 0.01% | +45+0.5% | Added |
| Cape Cod Five Cents Savings Bank | 8,568 | $668.0K | 0.08% | −1,068−11.1% | Reduced |
| Valmark Advisers, Inc. | 8,587 | $669.0K | 0.01% | −50−0.6% | Reduced |
| Inverness Counsel LLC | 8,618 | $672.0K | 0.04% | 00.0% | Unchanged |
| McDonald Partners LLC | 8,699 | $678.0K | 0.26% | +325+3.9% | Added |
| Unigestion Holding SA | 8,604 | $685.0K | 0.04% | −3,371−28.2% | Reduced |
| Destination Wealth Management | 8,844 | $689.0K | 0.03% | −329−3.6% | Reduced |
| Colony Family Offices, LLC | 8,854 | $690.0K | 0.30% | −266−2.9% | Reduced |
| Sante Capital Fund, LP | 8,868 | $691.0K | 1.41% | −5,815−39.6% | Reduced |
| Wetherby Asset Management Inc | 8,900 | $694.0K | 0.05% | +1,389+18.5% | Added |
| IFP Advisors, Inc | 12,481 | $698.0K | 0.02% | +2,187+21.2% | Added |
| My Legacy Advisors, LLC | 9,632 | $699.0K | 0.35% | +314+3.4% | Added |
| Arete Wealth Advisors, LLC | 9,168 | $700.0K | 0.07% | +246+2.8% | Added |
| Resources Investment Advisors, LLC. | 9,122 | $711.0K | 0.03% | +2,853+45.5% | Added |
| Presima Inc. | 9,230 | $720.0K | 0.21% | −3,200−25.7% | Reduced |
| Bard Financial Services, Inc. | 9,266 | $722.0K | 0.07% | +17+0.2% | Added |
| Chatham Capital Group, Inc. | 9,331 | $727.0K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,441 | $736.0K | 0.18% | −443−4.5% | Reduced |
| Valley Brook Capital Group | 9,502 | $740.0K | 0.81% | 00.0% | Unchanged |
| South State Corp. | 9,674 | $754.0K | 0.08% | −216−2.2% | Reduced |
| W.H. Cornerstone Investments Inc. | 10,213 | $760.0K | 0.80% | +10,213 | New |
| National Asset Management, Inc. | 9,800 | $765.0K | 0.02% | +948+10.7% | Added |
| Cox Capital Mgt LLC | 9,823 | $766.0K | 0.56% | −54−0.5% | Reduced |
| Lido Advisors, LLC | 9,835 | $766.0K | 0.02% | +9,835 | New |
| Finer Wealth Management, Inc. | 9,877 | $770.0K | 0.76% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 9,965 | $777.0K | 0.02% | +11+0.1% | Added |
| Baker Ellis Asset Management LLC | 10,133 | $790.0K | 0.17% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 10,247 | $799.0K | 0.10% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 10,297 | $803.0K | 0.02% | −20−0.2% | Reduced |
| BTR Capital Management Inc | 10,625 | $828.0K | 0.13% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,624 | $829.0K | 0.02% | +438+4.3% | Added |
| CWM, LLC | 10,685 | $833.0K | 0.01% | +4,964+86.8% | Added |
| Advisor Partners II, LLC | 10,694 | $834.0K | 0.06% | +10,694 | New |
| Summit Financial, LLC | 10,716 | $835.4K | 0.08% | +10,716 | New |
| Grimes & Company, Inc. | 10,831 | $844.0K | 0.04% | +21+0.2% | Added |
| Centerpoint Advisors, LLC | 10,883 | $848.0K | 0.45% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 10,891 | $849.1K | 0.01% | +2,903+36.3% | Added |
| Csenge Advisory Group | 10,904 | $850.0K | 0.07% | +103+1.0% | Added |
| Kesler, Norman & Wride, LLC | 10,958 | $854.0K | 0.24% | +86+0.8% | Added |
| Allstate Corp | 11,016 | $859.0K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $867.0K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 11,149 | $869.0K | 0.06% | −6,455−36.7% | Reduced |
| Engineers Gate Manager LP | 11,470 | $894.0K | 0.06% | −103,476−90.0% | Reduced |
| Proequities, Inc. | 11,634 | $907.0K | 0.09% | +971+9.1% | Added |
| Kestra Private Wealth Services, LLC | 11,872 | $926.0K | 0.05% | +713+6.4% | Added |
| Heritage Financial Services, LLC | 12,242 | $954.0K | 0.58% | +66+0.5% | Added |
| Private Advisor Group, LLC | 12,375 | $965.0K | 0.01% | −6,208−33.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,376 | $966.0K | 0.00% | +1,543+14.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,415 | $968.0K | 0.09% | +632+5.4% | Added |
| Moneta Group Investment Advisors LLC | 12,455 | $971.0K | 0.04% | −1,005−7.5% | Reduced |
| Assenagon Asset Management S.A. | 12,473 | $972.0K | 0.00% | −10,860−46.5% | Reduced |
| United Services Automobile Association | 12,588 | $982.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 12,637 | $985.0K | 0.01% | +208+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,649 | $986.0K | 0.05% | −963−7.1% | Reduced |
| Regions Financial Corp | 12,684 | $989.0K | 0.01% | −1,512−10.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,700 | $990.0K | 1.16% | +400+3.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,743 | $994.0K | 0.02% | −1,545−10.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,868 | $1.00M | 0.02% | −2,269−15.0% | Reduced |
| Essex Financial Services, Inc. | 12,886 | $1.00M | 0.12% | +22+0.2% | Added |
| Rafferty Asset Management, LLC | 12,885 | $1.00M | 0.01% | +9,323+261.7% | Added |
| Brookstone Capital Management | 14,112 | $1.01M | 0.02% | +576+4.3% | Added |
| AIA Group Ltd | 13,007 | $1.01M | 0.07% | +10,035+337.7% | Added |
| Toews Corp | 13,100 | $1.02M | 0.75% | −300−2.2% | Reduced |
| Martingale Asset Management L P | 13,225 | $1.03M | 0.02% | −506−3.7% | Reduced |
| Beacon Pointe Advisors, LLC | 13,448 | $1.05M | 0.02% | +821+6.5% | Added |
| Assetmark, Inc | 13,463 | $1.05M | 0.00% | +4,402+48.6% | Added |
| SC&H Financial Advisors, Inc. | 13,512 | $1.05M | 0.53% | −1,134−7.7% | Reduced |
| Illinois Municipal Retirement Fund | 13,678 | $1.07M | 0.03% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 13,845 | $1.08M | 0.01% | +122+0.9% | Added |
| Achmea Investment Management B.V. | 14,095 | $1.10M | 0.04% | 00.0% | Unchanged |
| Heritage Trust Co | 14,197 | $1.11M | 0.19% | −50.0% | Reduced |
| Paradigm Financial Partners, LLC | 14,685 | $1.11M | 0.34% | +25+0.2% | Added |
| Winton Group Ltd | 14,555 | $1.14M | 0.07% | −17,974−55.3% | Reduced |
| Blueshift Asset Management, LLC | 14,661 | $1.14M | 0.24% | −30,940−67.8% | Reduced |
| Sowa Financial Group, Inc. | 14,663 | $1.14M | 0.90% | +111+0.8% | Added |
| MJP Associates Inc | 14,698 | $1.15M | 0.34% | −827−5.3% | Reduced |
| Cetera Investment Advisers | 14,891 | $1.16M | 0.02% | −190−1.3% | Reduced |
| Claro Advisors LLC | 13,806 | $1.17M | 0.46% | 00.0% | Unchanged |