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 |
|---|---|---|---|---|---|
| Tranquilli Financial Advisor LLC | 5,016 | $391.0K | 0.31% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,008 | $390.0K | 0.04% | −41−0.8% | Reduced |
| Brown Advisory Inc | 4,974 | $387.0K | 0.00% | −300−5.7% | Reduced |
| Kraematon Investment Advisors, Inc | 4,934 | $385.0K | 0.50% | +24+0.5% | 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 |
| 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 |
| Modera Wealth Management, LLC | 4,891 | $381.0K | 0.02% | +15+0.3% | Added |
| Raymond James Trust N.A. | 4,864 | $379.0K | 0.01% | +61+1.3% | Added |
| Resources Management Corp | 4,828 | $376.0K | 0.06% | +333+7.4% | Added |
| Asset Management Resources, LLC | 4,815 | $375.0K | 0.37% | +4,815 | New |
| Charter Trust Co | 4,731 | $369.0K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,721 | $368.0K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,683 | $365.0K | 0.02% | +61+1.3% | Added |
| Buckingham Strategic Wealth, LLC | 4,577 | $357.0K | 0.01% | +463+11.3% | Added |
| Brinker Capital Investments, LLC | 4,564 | $356.0K | 0.01% | +129+2.9% | Added |
| Ballentine Partners, LLC | 4,563 | $355.0K | 0.01% | +313+7.4% | Added |
| Eastern Bank | 4,559 | $355.0K | 0.02% | +4,559 | New |
| Shore Point Advisors, LLC | 4,543 | $354.0K | 0.35% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,466 | $348.0K | 0.03% | −475−9.6% | Reduced |
| NewEdge Wealth, LLC | 4,453 | $347.0K | 0.02% | +34+0.8% | Added |
| RFG Advisory, LLC | 4,561 | $346.0K | 0.02% | −128−2.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,423 | $345.0K | 0.02% | −1,358−23.5% | Reduced |
| PEAK6 Investments LLC | 4,416 | $344.0K | 0.01% | −3,860−46.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,381 | $342.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,378 | $341.0K | 0.01% | +277+6.8% | 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 |
| Central Trust Co | 4,318 | $337.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,327 | $337.0K | 0.01% | +49+1.1% | Added |
| Snowden Capital Advisors LLC | 4,277 | $333.0K | 0.02% | +33+0.8% | Added |
| Cigna Investments Inc | 4,262 | $332.0K | 0.07% | −174−3.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,261 | $332.0K | 0.05% | 00.0% | Unchanged |
| Greenleaf Trust | 4,218 | $329.0K | 0.00% | +866+25.8% | Added |
| Grace & White Inc | 4,200 | $327.0K | 0.07% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 4,198 | $327.0K | 0.16% | +4,198 | New |
| Hurlow Wealth Management Group, Inc. | 4,172 | $325.0K | 0.19% | −95−2.2% | Reduced |
| Hemington Wealth Management | 4,105 | $320.0K | 0.14% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,073 | $318.0K | 0.05% | −1,424−25.9% | Reduced |
| Parsons Capital Management Inc | 4,049 | $316.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,000 | $312.0K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 3,953 | $308.0K | 0.00% | +358+10.0% | Added |
| Avantax Advisory Services, Inc. | 3,895 | $304.0K | 0.00% | −162−4.0% | Reduced |
| Parallel Advisors, LLC | 3,896 | $304.0K | 0.01% | +141+3.8% | Added |
| Quadrant Capital Group LLC | 3,857 | $301.0K | 0.04% | +637+19.8% | Added |
| Trust Co of Vermont | 3,831 | $299.0K | 0.02% | +28+0.7% | Added |
| Sandy Spring Bank | 3,809 | $297.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,800 | $296.2K | 0.15% | 00.0% | Unchanged |
| MAI Capital Management | 3,764 | $293.0K | 0.01% | −56−1.5% | Reduced |
| Lazard Asset Management LLC | 3,759 | $292.0K | 0.00% | −71−1.9% | Reduced |
| Centre Asset Management, LLC | 3,714 | $290.0K | 0.08% | +24+0.7% | Added |
| Veriti Management LLC | 3,625 | $283.0K | 0.04% | +244+7.2% | Added |
| Telemus Capital, LLC | 3,612 | $282.0K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,600 | $280.0K | 0.03% | +624+21.0% | Added |
| Boston Private Wealth LLC | 3,582 | $279.0K | 0.00% | +906+33.9% | Added |
| Apollon Wealth Management, LLC | 3,536 | $276.0K | 0.02% | +702+24.8% | Added |
| Mayflower Financial Advisors, LLC | 3,528 | $275.0K | 0.04% | −10.0% | Reduced |
| Tudor Investment Corp Et Al | 3,513 | $274.0K | 0.01% | −40,800−92.1% | Reduced |
| Smithfield Trust Co | 3,510 | $274.0K | 0.02% | −52−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 3,454 | $269.0K | 0.01% | −51−1.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $269.0K | 0.33% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,439 | $268.0K | 0.11% | +7+0.2% | Added |
| Lincoln National Corp | 3,430 | $268.0K | 0.01% | +574+20.1% | Added |
| Cozad Asset Management Inc | 3,431 | $267.0K | 0.04% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 3,413 | $266.0K | 0.10% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,410 | $265.9K | 0.01% | −2,119−38.3% | Reduced |
| RWM Asset Management, LLC | 3,361 | $262.0K | 0.06% | +822+32.4% | Added |
| FC Advisory LLC | 3,343 | $261.0K | 0.13% | −770−18.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 3,330 | $260.0K | 0.08% | −154−4.4% | Reduced |
| Congress Wealth Management LLC | 3,340 | $260.0K | 0.01% | −111−3.2% | Reduced |
| Glenview Trust Co | 3,315 | $258.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,294 | $257.0K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,281 | $256.0K | 0.10% | −2,181−39.9% | Reduced |
| HM Payson & Co | 3,271 | $255.0K | 0.01% | −20−0.6% | Reduced |
| Means Investment Co., Inc. | 3,266 | $255.0K | 0.06% | +8+0.2% | Added |
| Pacer Advisors, Inc. | 3,227 | $252.0K | 0.00% | −88,278−96.5% | Reduced |
| NorthRock Partners, LLC | 3,219 | $251.0K | 0.03% | −1,428−30.7% | Reduced |
| Moody National Bank Trust Division | 3,225 | $251.0K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 3,223 | $251.0K | 0.96% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,220 | $251.0K | 0.09% | +18+0.6% | Added |
| CSM Advisors, LLC | 3,195 | $249.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $249.0K | 0.08% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,186 | $248.0K | 0.07% | +3,186 | New |
| Advisors Capital Management, LLC | 3,174 | $247.0K | 0.01% | +8+0.3% | Added |
| Sculati Wealth Management, LLC | 3,162 | $247.0K | 0.15% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,142 | $245.0K | 0.05% | −26−0.8% | Reduced |
| Dearborn Partners LLC | 3,115 | $243.0K | 0.01% | +28+0.9% | Added |
| Financial Counselors Inc | 3,098 | $242.0K | 0.01% | −147−4.5% | Reduced |
| Parcion Private Wealth LLC | 3,090 | $241.0K | 0.03% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 3,078 | $240.0K | 0.02% | +3,078 | New |
| 55I, LLC | 3,050 | $238.0K | 0.01% | +3,050 | New |
| Black Diamond Financial, LLC | 3,044 | $237.0K | 0.10% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,042 | $237.0K | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,036 | $237.0K | 0.01% | +10.0% | Added |
| Hantz Financial Services, Inc. | 3,011 | $235.0K | 0.01% | +97+3.3% | Added |
| Wilkins Investment Counsel Inc | 3,000 | $234.0K | 0.07% | 00.0% | Unchanged |
| Woodstock Corp | 2,986 | $233.0K | 0.03% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,984 | $233.0K | 0.07% | +27+0.9% | Added |