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 |
|---|---|---|---|---|---|
| Sante Capital Fund, LP | 8,868 | $691.0K | 1.41% | −5,815−39.6% | Reduced |
| Colony Family Offices, LLC | 8,854 | $690.0K | 0.30% | −266−2.9% | Reduced |
| Destination Wealth Management | 8,844 | $689.0K | 0.03% | −329−3.6% | Reduced |
| Unigestion Holding SA | 8,604 | $685.0K | 0.04% | −3,371−28.2% | Reduced |
| McDonald Partners LLC | 8,699 | $678.0K | 0.26% | +325+3.9% | Added |
| Inverness Counsel LLC | 8,618 | $672.0K | 0.04% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,587 | $669.0K | 0.01% | −50−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,568 | $668.0K | 0.08% | −1,068−11.1% | Reduced |
| Whittier Trust Co | 8,536 | $665.0K | 0.01% | +45+0.5% | Added |
| Bokf, NA | 8,484 | $662.0K | 0.01% | +8,484 | New |
| Pathstone Family Office, LLC | 8,437 | $657.3K | 0.01% | +478+6.0% | Added |
| Empirical Finance, LLC | 8,307 | $648.0K | 0.08% | +1,373+19.8% | Added |
| Federation des caisses Desjardins du Quebec | 8,228 | $641.5K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 8,179 | $638.0K | 0.01% | +81+1.0% | Added |
| Prudential PLC | 8,168 | $637.0K | 0.01% | +559+7.3% | Added |
| AlphaCrest Capital Management LLC | 8,152 | $636.0K | 0.04% | +8,152 | New |
| Stratos Wealth Partners, LTD. | 8,049 | $628.0K | 0.02% | +26+0.3% | Added |
| Bridgeworth, LLC | 8,024 | $626.0K | 0.14% | 00.0% | Unchanged |
| Cetera Advisors LLC | 8,021 | $625.0K | 0.02% | −77−1.0% | Reduced |
| Crestwood Advisors Group LLC | 7,955 | $620.0K | 0.02% | −120−1.5% | Reduced |
| CAPROCK Group, Inc. | 7,850 | $612.0K | 0.06% | +1,412+21.9% | Added |
| Everence Capital Management Inc | 7,770 | $606.0K | 0.06% | −6,420−45.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,707 | $601.0K | 0.02% | −51−0.7% | Reduced |
| XTX Topco Ltd | 7,694 | $600.0K | 0.15% | −6,264−44.9% | Reduced |
| Exchange Traded Concepts, LLC | 7,688 | $599.0K | 0.02% | +779+11.3% | Added |
| Strategic Investment Advisors | 7,661 | $597.0K | 0.13% | +160+2.1% | Added |
| Davenport & Co LLC | 7,640 | $596.0K | 0.01% | −129−1.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 7,625 | $594.0K | 0.09% | −1,281−14.4% | Reduced |
| Mystic Asset Management, Inc. | 7,611 | $593.0K | 0.38% | 00.0% | Unchanged |
| Shelton Capital Management | 7,470 | $582.0K | 0.03% | −104−1.4% | Reduced |
| Fiduciary Trust Co | 7,457 | $581.0K | 0.01% | −428−5.4% | Reduced |
| Stephens Inc | 7,320 | $571.0K | 0.01% | −180−2.4% | Reduced |
| Flputnam Investment Management Co | 7,312 | $570.0K | 0.02% | −294−3.9% | Reduced |
| Ieq Capital, LLC | 7,302 | $569.0K | 0.02% | +3,311+83.0% | Added |
| Hills Bank & Trust Co | 7,188 | $560.0K | 0.08% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,137 | $556.0K | 0.00% | −5,600−44.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 6,725 | $541.0K | 0.14% | −100−1.5% | Reduced |
| Mirabella Financial Services LLP | 6,754 | $538.0K | 0.06% | +6,754 | New |
| Balentine LLC | 6,844 | $534.0K | 0.02% | −1,583−18.8% | Reduced |
| Ibex Wealth Advisors | 6,819 | $532.0K | 0.14% | +6,819 | New |
| Empirical Asset Management, LLC | 6,753 | $526.0K | 0.57% | +6,753 | New |
| Huntington National Bank | 6,734 | $525.0K | 0.01% | −195−2.8% | Reduced |
| CIBC Private Wealth Group, LLC | 6,720 | $524.0K | 0.00% | −9,998−59.8% | Reduced |
| FineMark National Bank & Trust | 6,672 | $520.0K | 0.03% | +140+2.1% | Added |
| Midwest Professional Planners, LTD. | 6,649 | $518.0K | 0.31% | +330+5.2% | Added |
| CPWM, LLC | 6,586 | $513.0K | 0.05% | −86−1.3% | Reduced |
| Blue Fin Capital, Inc. | 6,560 | $511.0K | 0.19% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,474 | $505.0K | 0.02% | +3,437+113.2% | Added |
| Independent Advisor Alliance | 6,445 | $502.0K | 0.03% | +611+10.5% | Added |
| Oppenheimer Asset Management Inc. | 6,419 | $501.0K | 0.01% | +45+0.7% | Added |
| Aevitas Wealth Management, Inc. | 6,346 | $495.0K | 0.37% | +12+0.2% | Added |
| Laurel Wealth Advisors, Inc. | 6,288 | $490.0K | 0.05% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 6,210 | $483.0K | 0.01% | +375+6.4% | Added |
| Savior LLC | 6,163 | $480.0K | 0.45% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 6,061 | $473.0K | 0.01% | +1,940+47.1% | Added |
| Apella Capital, LLC | 6,018 | $469.0K | 0.05% | −250−4.0% | Reduced |
| Opus Investment Management Inc | 6,000 | $468.0K | 0.11% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 5,958 | $464.0K | 0.13% | +86+1.5% | Added |
| Sound Income Strategies, LLC | 5,892 | $459.0K | 0.07% | +4+0.1% | Added |
| Checchi Capital Advisers, LLC | 5,780 | $451.0K | 0.05% | +82+1.4% | Added |
| 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 |
| 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 |
| Gradient Investments LLC | 5,631 | $439.0K | 0.01% | +3,607+178.2% | Added |
| First Manhattan Co | 5,625 | $438.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,600 | $437.0K | 0.04% | −12,500−69.1% | Reduced |
| Wealthspire Advisors, LLC | 5,577 | $435.0K | 0.01% | +1,023+22.5% | Added |
| Coastal Bridge Advisors, LLC | 5,566 | $434.0K | 0.12% | +63+1.1% | Added |
| Barry Investment Advisors, LLC | 5,537 | $432.0K | 0.15% | +9+0.2% | 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 |
| 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 |
| 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 |
| Outlook Wealth Advisors, LLC | 5,455 | $426.0K | 0.19% | +31+0.6% | Added |
| American State Bank (Iowa) | 5,436 | $423.8K | 0.37% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,410 | $422.0K | 0.37% | +10.0% | 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 |
| Sawtooth Solutions, LLC | 5,380 | $419.0K | 0.06% | +1,320+32.5% | Added |
| Knuff & Co LLC | 5,358 | $418.0K | 0.20% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,333 | $416.0K | 0.13% | +38+0.7% | Added |
| 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 |
| CIBC World Markets Corp | 5,257 | $410.0K | 0.01% | −18,819−78.2% | Reduced |
| Boothbay Fund Management, LLC | 5,239 | $408.0K | 0.01% | −284−5.1% | Reduced |
| Continuum Advisory, LLC | 5,212 | $406.0K | 0.07% | −426−7.6% | Reduced |
| Metis Global Partners, LLC | 5,145 | $402.0K | 0.06% | −25−0.5% | Reduced |
| Spinnaker Trust | 5,141 | $401.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 5,152 | $401.0K | 0.29% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,108 | $398.0K | 0.04% | +896+21.3% | Added |
| 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 |
| 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 |
| Wells Trecaso Financial Group, LLC | 5,047 | $393.0K | 0.22% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,023 | $391.6K | 0.02% | −452−8.3% | Reduced |