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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | −12−37.5% | Reduced |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| Delos Wealth Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 32 | $2.00K | 0.00% | +32 | New |
| TD Capital Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| Key Financial Inc | 30 | $2.00K | 0.00% | +30 | New |
| SJS Investment Consulting Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Abound Wealth Management | 21 | $1.64K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 14 | $1.00K | 0.00% | −70−83.3% | Reduced |
| American National Bank | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $1.00K | 0.00% | −10−38.5% | Reduced |
| Harbor Investment Advisory, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $1.00K | 0.00% | +7 | New |
| CFS Investment Advisory Services, LLC | 76,479 | $1.00K | 0.00% | +76,479 | New |
| Activest Wealth Management | 11 | $1.00K | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 10 | $780 | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $390 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | −19−79.2% | Reduced |
| WestEnd Advisors, LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Reaves W H & Co Inc | 0 | $0 | 0.00% | −597,645−100.0% | Sold out |
| Old Republic International Corporation | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −225,353−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −128,490−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −64,900−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −59,900−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −52,222−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −42,435−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −29,161−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −28,123−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,308−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,773−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −18,462−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −16,041−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,257−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,821−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,488−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,175−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −9,103−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −8,287−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,516−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −6,139−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,839−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,444−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −4,518−100.0% | Sold out |
| Ayrshire Capital Management LLC | 0 | $0 | 0.00% | −3,695−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,458−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,230−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,968−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −2,954−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −2,557−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Bank of Stockton | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −2,436−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,307−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −2,074−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −1,140−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −838−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −137−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |