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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 2,971 | $232.0K | 0.00% | −28,817−90.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,978 | $232.0K | 0.02% | −1,117−27.3% | Reduced |
| TrinityPoint Wealth, LLC | 2,970 | $232.0K | 0.05% | +2,970 | New |
| Financial Advocates Investment Management | 2,963 | $231.0K | 0.02% | +229+8.4% | Added |
| Applied Capital LLC | 2,939 | $229.0K | 0.16% | −10.0% | Reduced |
| Blueprint Investment Partners LLC | 2,939 | $229.0K | 0.06% | +2,939 | New |
| Cedrus LLC | 2,922 | $227.8K | 0.21% | −152−4.9% | Reduced |
| Gateway Investment Advisers LLC | 2,856 | $223.0K | 0.00% | −277−8.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 2,848 | $222.0K | 0.01% | −1,352−32.2% | Reduced |
| Johnson Investment Counsel Inc | 2,851 | $222.0K | 0.00% | +267+10.3% | Added |
| Adviser Investments LLC | 2,807 | $219.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,772 | $216.1K | 0.01% | +253+10.0% | Added |
| SeaCrest Wealth Management, LLC | 2,766 | $216.0K | 0.03% | −41−1.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,775 | $216.0K | 0.01% | +20+0.7% | Added |
| Beaton Management Co. Inc. | 2,729 | $213.0K | 0.16% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,721 | $212.0K | 0.03% | +34+1.3% | Added |
| Aaron Wealth Advisors | 2,719 | $212.0K | 0.04% | +2,719 | New |
| SBB Research Group LLC | 2,710 | $211.0K | 0.30% | +136+5.3% | Added |
| Lockerman Financial Group, Inc. | 2,667 | $208.0K | 0.60% | +169+6.8% | Added |
| YHB Investment Advisors, Inc. | 2,642 | $206.0K | 0.02% | −80−2.9% | Reduced |
| Albion Financial Group | 2,644 | $206.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,702 | $206.0K | 0.02% | +463+20.7% | Added |
| West Paces Advisors Inc. | 2,633 | $205.3K | 0.07% | +44+1.7% | Added |
| Ford Financial Group, LLC | 2,642 | $205.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,636 | $205.0K | 0.03% | +10+0.4% | Added |
| Conning Inc. | 2,598 | $203.0K | 0.01% | −309−10.6% | Reduced |
| Econ Financial Services Corp | 2,610 | $203.0K | 0.17% | +19+0.7% | Added |
| Clear Street Markets LLC | 2,600 | $203.0K | 0.04% | +1,877+259.6% | Added |
| Romano Brothers and Company | 2,607 | $203.0K | 0.03% | +2,607 | New |
| Atria Wealth Solutions, Inc. | 2,598 | $202.5K | 0.00% | −19−0.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,582 | $201.0K | 0.07% | +2+0.1% | Added |
| Peapack Gladstone Financial Corp | 2,568 | $200.0K | 0.00% | +2,568 | New |
| Center for Financial Planning, Inc. | 2,547 | $199.0K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,521 | $197.0K | 0.01% | +446+21.5% | Added |
| Tompkins Financial Corp | 2,457 | $192.0K | 0.03% | +452+22.5% | Added |
| Spartan Planning & Wealth Management | 2,453 | $191.0K | 0.25% | +2,453 | New |
| 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 |
| Stephenson National Bank & Trust | 2,220 | $173.0K | 0.12% | +60+2.8% | Added |
| 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 |
| Sentry Investment Management LLC | 2,158 | $168.0K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 2,119 | $165.0K | 0.03% | −12−0.6% | Reduced |
| O'Brien Wealth Partners LLC | 2,004 | $156.0K | 0.07% | +6+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,956 | $152.5K | 0.00% | −49−2.4% | Reduced |
| 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 |
| 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 |
| Endurance Wealth Management, Inc. | 1,889 | $147.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,833 | $142.0K | 0.01% | −1,588−46.4% | Reduced |
| Oakworth Capital, Inc. | 1,788 | $139.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,613 | $126.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,593 | $124.0K | 0.01% | +55+3.6% | Added |
| Kistler-Tiffany Companies, LLC | 1,555 | $121.0K | 0.03% | +9+0.6% | Added |
| West Branch Capital LLC | 1,527 | $119.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,415 | $110.0K | 0.00% | −65−4.4% | Reduced |
| AlphaMark Advisors, LLC | 1,377 | $107.0K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,352 | $105.0K | 0.01% | +28+2.1% | Added |
| TSFG, LLC | 1,330 | $104.0K | 0.05% | −10−0.7% | Reduced |
| GoalVest Advisory LLC | 1,327 | $103.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,306 | $102.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,255 | $98.0K | 0.04% | +9+0.7% | Added |
| 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 |
| Old North State Trust, LLC | 1,231 | $96.0K | 0.08% | +1,231 | New |
| Jones Financial Companies LLLP | 1,200 | $94.0K | 0.00% | −146−10.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,193 | $93.0K | 0.01% | −500−29.5% | Reduced |
| Lindbrook Capital, LLC | 1,172 | $91.0K | 0.02% | +45+4.0% | Added |
| Federated Hermes, Inc. | 1,134 | $88.0K | 0.00% | −1,478−56.6% | Reduced |
| NuWave Investment Management, LLC | 1,110 | $87.0K | 0.10% | +1,110 | New |
| 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 |
| Manchester Capital Management LLC | 1,076 | $84.0K | 0.01% | −1−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,062 | $83.0K | 0.00% | +1,062 | New |
| Emfo, LLC | 1,049 | $82.0K | 0.08% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $80.0K | 0.04% | 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 |
| Alpha Paradigm Partners, LLC | 991 | $77.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 948 | $74.0K | 0.01% | −3,500−78.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 944 | $73.6K | 0.04% | 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 |
| CoreFirst Bank & Trust | 907 | $71.0K | 0.06% | 00.0% | Unchanged |
| Group One Trading, L.P. | 900 | $70.0K | 0.00% | +900 | New |
| Kelly Financial Services LLC | 886 | $69.1K | 0.04% | +453+104.6% | Added |
| Capital Advisors, Ltd. LLC | 889 | $69.0K | 0.01% | +17+1.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $68.0K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 861 | $67.0K | 0.00% | −214−19.9% | Reduced |
| Almanack Investment Partners, LLC. | 828 | $66.0K | 0.01% | +828 | New |
| New England Asset Management Inc | 817 | $64.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 811 | $63.0K | 0.02% | +64+8.6% | Added |
| Caldwell Trust Co | 805 | $62.8K | 0.01% | +136+20.3% | Added |
| Gould Capital, LLC | 800 | $62.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 812 | $61.9K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 759 | $58.0K | 0.00% | −38−4.8% | Reduced |
| Vestor Capital, LLC | 748 | $58.0K | 0.01% | +748 | New |
| 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 |