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Livermore
ZHEN

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.

Q4 2022 vs. Q3 2022

How the institutions holding Eversource Energy changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of ES: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders83219874+61
Shares273.9M481.5K276.9M+3.52M (+1.3%)
Value$21.4B$37.7M$23.2B+$1.84B (+8.6%)

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (113)

Institutions that held Eversource Energy at the end of Q4 2022 but not at the end of Q3 2022.

Showing the largest 100 of 113 by value.

Institutions new to ES in Q4 2022
InstitutionSharesValue% of portfolio
Schonfeld Strategic Advisors LLC335,276$28.1M0.23%
La Banque Postale Asset Management SA322,420$27.0M0.77%
Moran Wealth Management, LLC93,492$7.84M0.30%
Agf Management Ltd67,390$5.65M0.04%
CI Private Wealth, LLC54,831$4.59M0.02%
PATRIZIA Pty Ltd49,791$4.17M3.11%
Penserra Capital Management LLC42,165$3.53M0.08%
Cipher Capital LP33,042$2.77M0.52%
Amica Mutual Insurance Co30,837$2.58M0.33%
Hudson Bay Capital Management LP23,000$1.93M0.02%
Cordatus Wealth Management LLC19,776$1.66M2.43%
Nations Financial Group Inc,13,582$1.14M0.13%
Richard Bernstein Advisors LLC12,681$1.06M0.02%
Allstate Investment Management Co12,595$1.06M0.03%
Bellwether Advisors, LLC10,125$848.9K0.25%
Armstrong Advisory Group, Inc9,807$822.2K0.11%
New England Capital Financial Advisors LLC9,602$765.6K0.54%
Bleakley Financial Group, LLC9,124$764.9K0.03%
Versor Investments LP8,568$718.3K0.06%
Prossimo Advisors, LLC8,080$677.0K1.56%
Sherbrooke Park Advisers LLC8,000$670.7K0.49%
Prosperity Wealth Management, Inc.6,844$573.8K0.57%
Merit Financial Group, LLC6,162$516.6K0.02%
Krane Funds Advisors LLC6,018$505.0K0.02%
Prime Capital Investment Advisors, LLC5,699$477.8K0.02%
Bickling Financial Services, Inc.5,460$457.8K0.29%
Centiva Capital, LP5,451$457.0K0.04%
Beaumont Financial Advisors, LLC5,439$456.0K0.05%
Bridgefront Capital, LLC4,705$394.5K0.28%
South Dakota Investment Council4,600$386.0K0.01%
Daymark Wealth Partners, LLC4,524$379.3K0.07%
Cullinan Associates Inc4,357$365.0K0.02%
Meeder Advisory Services, Inc.4,198$352.0K0.04%
FourThought Financial Partners, LLC4,108$344.5K0.05%
Melfa Wealth Management, LLC3,869$324.4K0.34%
Amica Retiree Medical Trust3,702$310.0K0.40%
Inceptionr LLC3,697$310.0K0.16%
Strait & Sound Wealth Management LLC3,562$298.2K0.33%
Vident Investment Advisory, LLC3,376$283.0K0.01%
Fox Run Management, L.L.C.3,306$277.2K0.11%
Occudo Quantitative Strategies LP3,247$272.2K0.03%
Clear Harbor Asset Management, LLC3,120$261.6K0.03%
Coldstream Capital Management Inc3,046$255.4K0.01%
Citizens Financial Group Inc3,037$254.6K0.01%
Clarius Group, LLC3,013$253.0K0.02%
Cable Hill Partners, LLC3,009$252.3K0.05%
Richard W. Paul & Associates, LLC3,003$251.7K0.13%
Davy Global Fund Management Ltd2,994$251.0K0.05%
Financial Advisors Network, Inc.2,882$241.6K0.06%
Opus Capital Group, LLC2,732$229.0K0.04%
Kula Investments, LLC2,629$220.4K0.08%
Northside Capital Management, LLC2,564$215.0K0.06%
Patton Fund Management, Inc.2,533$212.0K0.06%
Burney Co2,527$211.9K0.01%
Stock Yards Bank & Trust Co2,505$210.0K0.01%
Tanager Wealth Management LLP2,497$209.3K0.06%
Sightline Wealth Advisors, LLC2,477$207.7K0.22%
Perigon Wealth Management, LLC2,444$204.9K0.01%
Alpha Family Trust2,410$202.1K0.18%
Pure Financial Advisors, Inc.2,404$201.6K0.01%
Girard Partners Ltd.2,398$201.0K0.02%
Advisory Services Network, LLC2,171$182.0K0.01%
Cary Street Partner Investment Advisory LLC1,682$141.0K0.01%
Capstone Investment Advisors, LLC1,663$139.4K0.00%
Sanctuary Wealth Management, L.L.C.1,263$105.9K0.12%
Accurate Wealth Management, LLC1,220$104.5K0.04%
Compagnie Lombard Odier SCmA1,133$95.0K0.00%
MinichMacGregor Wealth Management, LLC1,109$93.0K0.03%
Farther Finance Advisors, LLC940$78.8K0.03%
Glass Jacobson Investment Advisors llc797$66.8K0.03%
FWL Investment Management, LLC720$60.4K0.05%
Pathway Financial Advisers, LLC712$59.7K0.02%
ICA Group Wealth Management, LLC631$52.9K0.01%
Pension & Wealth Management Advisors, Inc.546$45.8K0.04%
Comerica Securities,inc.449$37.6K0.00%
Park Place Capital Corp383$32.0K0.01%
New Hampshire Trust323$27.1K0.01%
Resurgent Financial Advisors LLC322$27.0K0.01%
Piershale Financial Group, Inc.306$25.7K0.02%
Colonial Trust Advisors302$25.3K0.00%
Delta Asset Management LLC300$25.2K0.00%
Mascoma Wealth Management LLC300$25.2K0.01%
Lakewood Asset Management LLC300$25.0K0.02%
Coppell Advisory Solutions LLC158$13.2K0.00%
Coppell Advisory Solutions Corp.158$13.2K0.00%
Steward Financial Group LLC159$13.0K0.01%
Grey Fox Wealth Advisors, LLC146$12.2K0.01%
Baker Avenue Asset Management, LP142$11.9K0.00%
CoreCap Advisors, LLC139$11.7K0.00%
J.Safra Asset Management Corp121$10.0K0.00%
Compass Wealth Management LLC119$9.98K0.00%
Colonial Trust Co118$9.89K0.00%
EWG Elevate Inc.106$8.89K0.00%
Quarry LP84$7.04K0.01%
Pin Oak Investment Advisors Inc83$7.00K0.01%
Red Tortoise LLC83$6.96K0.00%
Cornerstone Planning Group LLC59$4.71K0.00%
Fortis Capital Advisors, LLC55$4.61K0.00%
Centennial Bank47$3.94K0.00%
Trust Co35$3.00K0.00%

Sold out (52)

Institutions that held Eversource Energy at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of ES in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Marshall Wace, LLP695,707$54.2M
Two Sigma Investments, LP392,970$30.6M
Yaupon Capital Management LP114,615$8.94M
Qube Research & Technologies Ltd93,261$7.27M
ExodusPoint Capital Management, LP64,399$5.02M
Quantbot Technologies LP62,510$4.87M
Worldquant Millennium Advisors LLC50,149$3.91M
Jupiter Asset Management Ltd45,718$3.56M
MUFG Americas Holdings Corp39,410$3.07M
CIBC World Markets Inc.34,084$2.66M
HRT Financial LP19,649$1.53M
Wexford Capital LP17,570$1.37M
Jacobs Levy Equity Management, Inc16,544$1.29M
Cornerstone Advisors, LLC15,000$1.17M
Blueshift Asset Management, LLC14,661$1.14M
Engineers Gate Manager LP11,470$894.0K
AlphaCrest Capital Management LLC8,152$636.0K
XTX Topco Ltd7,694$600.0K
Shelton Capital Management7,470$582.0K
Stephens Inc7,320$571.0K
OPSEU Pension Plan Trust Fund6,725$541.0K
Ibex Wealth Advisors6,819$532.0K
Independent Advisor Alliance6,445$502.0K
Ritholtz Wealth Management5,655$441.0K
Aquatic Capital Management LLC5,600$437.0K
Capula Management Ltd5,050$394.0K
Wells Trecaso Financial Group, LLC5,047$393.0K
Duality Advisers, LP4,915$383.0K
RWM Asset Management, LLC3,361$262.0K
Berkshire Asset Management LLC3,294$257.0K
Magnetar Financial LLC2,971$232.0K
Blueprint Investment Partners LLC2,939$229.0K
Aaron Wealth Advisors2,719$212.0K
SBB Research Group LLC2,710$211.0K
Meeder Asset Management Inc2,521$197.0K
Howe & Rusling Inc2,253$176.0K
Spirit of America Management Corp1,950$152.0K
Selective Wealth Management, Inc.1,255$98.0K
Group One Trading, L.P.900$70.0K
Almanack Investment Partners, LLC.828$66.0K
New England Asset Management Inc817$64.0K
Altshuler Shaham Ltd522$42.0K
Point72 Hong Kong Ltd443$35.0K
Riverview Trust Co372$29.0K
Farmers & Merchants Trust Co of Chambersburg PA190$15.0K
Morgan Dempsey Capital Management LLC147$11.0K
Investors Asset Management of Georgia Inc47$4.00K
Hallmark Capital Management Inc36$3.00K
Evoke Wealth, LLC41$3.00K
American National Bank18$1.00K
Harbor Investment Advisory, LLC12$1.00K
CFS Investment Advisory Services, LLC76,479$1.00K

Not filed for Q4 2022 yet (19)

Institutions that held Eversource Energy at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management362,123$28.2M
Agf Investments Inc.27,592$2.15M
Corient Capital Partners, LLC17,810$1.50M
BTR Capital Management Inc10,625$828.0K
Regentatlantic Capital LLC9,965$777.0K
Sante Capital Fund, LP8,868$691.0K
Inverness Counsel LLC8,618$672.0K
Redpoint Investment Management Pty Ltd7,625$594.0K
CPWM, LLC6,586$513.0K
Beaumont Financial Partners, LLC5,521$430.0K
FourThought Financial, LLC4,073$318.0K
American Portfolios Advisors3,410$265.9K
Wipfli Financial Advisors LLC,3,078$240.0K
55I, LLC3,050$238.0K
NuWave Investment Management, LLC1,110$87.0K
American Research & Management Co.590$46.0K
AGF Investments LLC477$37.0K
Covington Capital Management417$33.0K
USA Financial Portformulas Corp5$0