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 |
|---|---|---|---|---|---|
| Ellevest, Inc. | 726 | $57.0K | 0.01% | +414+132.7% | Added |
| Bangor Savings Bank | 714 | $56.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 720 | $56.0K | 0.02% | +55+8.3% | Added |
| PSI Advisors, LLC | 708 | $55.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 705 | $55.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 705 | $55.0K | 0.03% | +11+1.6% | Added |
| PFG Private Wealth Management, LLC | 687 | $54.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 682 | $53.0K | 0.00% | −53−7.2% | Reduced |
| Tortoise Investment Management, LLC | 685 | $53.0K | 0.01% | +141+25.9% | Added |
| Loomis Sayles & Co L P | 682 | $53.0K | 0.00% | +497+268.6% | Added |
| Benjamin Edwards Inc | 647 | $50.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 597 | $50.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 646 | $50.0K | 0.01% | +51+8.6% | Added |
| Vigilant Capital Management, LLC | 607 | $47.0K | 0.00% | +130+27.3% | Added |
| American Research & Management Co. | 590 | $46.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 587 | $46.0K | 0.00% | +217+58.6% | Added |
| Tradition Wealth Management, LLC | 576 | $45.0K | 0.01% | +6+1.1% | Added |
| DT Investment Partners, LLC | 577 | $45.0K | 0.01% | +577 | New |
| Fairfield Financial Advisors, LTD | 544 | $42.4K | 0.02% | +4+0.7% | Added |
| Altshuler Shaham Ltd | 522 | $42.0K | 0.00% | −28−5.1% | Reduced |
| City Holding Co | 533 | $42.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 525 | $41.0K | 0.00% | +75+16.7% | Added |
| Money Concepts Capital Corp | 514 | $40.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 523 | $40.0K | 0.02% | +1+0.2% | Added |
| MV Capital Management, Inc. | 504 | $39.0K | 0.01% | +26+5.4% | Added |
| Versant Capital Management, Inc | 493 | $38.0K | 0.01% | −4−0.8% | Reduced |
| AGF Investments LLC | 477 | $37.0K | 0.00% | −404−45.9% | Reduced |
| Atticus Wealth Management, LLC | 427 | $36.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $35.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 455 | $35.0K | 0.00% | +413+983.3% | Added |
| Point72 Hong Kong Ltd | 443 | $35.0K | 0.00% | +443 | New |
| AllSquare Wealth Management LLC | 433 | $34.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 419 | $33.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 417 | $33.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 401 | $31.0K | 0.01% | +9+2.3% | Added |
| Bogart Wealth, LLC | 369 | $29.0K | 0.00% | −152−29.2% | Reduced |
| Zions Bancorporation, N.A. | 371 | $29.0K | 0.00% | −32−7.9% | Reduced |
| Riverview Trust Co | 372 | $29.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 368 | $29.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 366 | $29.0K | 0.01% | +273+293.5% | Added |
| TCI Wealth Advisors, Inc. | 365 | $28.0K | 0.00% | +56+18.1% | Added |
| Salem Investment Counselors Inc | 364 | $28.0K | 0.00% | +74+25.5% | Added |
| Ronald Blue Trust, Inc. | 329 | $28.0K | 0.00% | +280+571.4% | Added |
| Hanson & Doremus Investment Management | 328 | $26.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 313 | $24.0K | 0.00% | −33−9.5% | Reduced |
| Country Trust Bank | 308 | $24.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 281 | $22.6K | 0.00% | +78+38.4% | Added |
| EverSource Wealth Advisors, LLC | 279 | $22.0K | 0.01% | +103+58.5% | Added |
| Baldwin Brothers Inc | 269 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 262 | $20.0K | 0.00% | −200−43.3% | Reduced |
| First Command Financial Services, Inc. | 262 | $20.0K | 0.00% | −200−43.3% | Reduced |
| Gleason Group, Inc. | 258 | $20.0K | 0.01% | +2+0.8% | Added |
| City State Bank | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 267 | $20.0K | 0.00% | +42+18.7% | Added |
| Anchor Investment Management, LLC | 246 | $19.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 244 | $19.0K | 0.00% | −21−7.9% | Reduced |
| Covestor Ltd | 239 | $19.0K | 0.02% | −20−7.7% | Reduced |
| First Personal Financial Services | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $16.4K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 207 | $16.0K | 0.02% | +14+7.3% | Added |
| Heritage Wealth Advisors | 200 | $15.6K | 0.00% | −400−66.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 190 | $15.0K | 0.01% | −54−22.1% | Reduced |
| Valley National Advisers Inc | 194 | $15.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 155 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 155 | $12.0K | 0.01% | +155 | New |
| Goodwin Investment Advisory | 143 | $11.0K | 0.01% | −211−59.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 141 | $11.0K | 0.00% | +127+907.1% | Added |
| Morgan Dempsey Capital Management LLC | 147 | $11.0K | 0.00% | +147 | New |
| Hartford Financial Management Inc. | 130 | $10.0K | 0.00% | −58−30.9% | Reduced |
| Umb Bank N A | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $9.00K | 0.01% | −170−59.0% | Reduced |
| Norway Savings Bank | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 111 | $9.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 120 | $9.00K | 0.00% | +105+700.0% | Added |
| Legend Financial Advisors, Inc. | 113 | $8.81K | 0.01% | +113 | New |
| Crewe Advisors LLC | 109 | $8.00K | 0.00% | +37+51.4% | Added |
| United Community Bank | 90 | $7.02K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $6.00K | 0.00% | −25−26.6% | Reduced |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 81 | $6.00K | 0.01% | +49+153.1% | Added |
| Raffa Wealth Management, LLC | 71 | $5.54K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 69 | $5.38K | 0.00% | −24−25.8% | Reduced |
| Solstein Capital, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $5.00K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 54 | $4.00K | 0.00% | −5−8.5% | Reduced |
| High Net Worth Advisory Group LLC | 57 | $4.00K | 0.00% | +1+1.8% | Added |
| Investors Asset Management of Georgia Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $4.00K | 0.00% | +45 | New |
| Hallmark Capital Management Inc | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $3.00K | 0.00% | +1+2.6% | Added |
| McIlrath & Eck, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |