Skip to main content
Livermore
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.

13F holders, Q4 2022

Institutional positions in Eversource Energy as of Dec 31, 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
874
+61 vs. Q3 2022
Shares held
276.9M
+3.52M (+1.3%) vs. Q3 2022
Total value
$23.2B
+$1.84B (+8.6%) vs. Q3 2022
New holders
113
339 more added
Sold out
52
266 more reduced

19 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 874 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2022: $23.2B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2022.

Institutions holding ES in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC3$00.00%+3New
First Command Advisory Services, Inc.53$00.00%+53New
Sofos Investments, Inc.84$90.00%+84New
My Personal CFO, LLC3$2520.00%+3New
JJJ Advisors Inc.3$2550.00%00.0%Unchanged
True Wealth Design, LLC5$4190.00%+5New
Lee Financial Co7$5870.00%00.0%Unchanged
WestEnd Advisors, LLC8$6710.00%+3+60.0%Added
SOA Wealth Advisors, LLC.8$6740.00%−8−50.0%Reduced
Highline Wealth Partners LLC10$8380.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$8380.00%00.0%Unchanged
Trifecta Capital Advisors, LLC10$8380.00%+10New
FinTrust Capital Advisors, LLC11$9220.00%00.0%Unchanged
Activest Wealth Management11$9220.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.00K0.00%00.0%Unchanged
Avion Wealth14$1.00K0.00%00.0%Unchanged
Sageworth Trust Co9$1.00K0.00%+9New
Householder Group Estate & Retirement Specialist, LLC12$1.00K0.00%+12New
Truvestments Capital LLC12$1.01K0.00%+12New
SRS Capital Advisors, Inc.12$1.01K0.00%+1+9.1%Added
Plante Moran Financial Advisors, LLC14$1.17K0.00%00.0%Unchanged
Larson Financial Group LLC20$1.68K0.00%00.0%Unchanged
Pacifica Partners Inc.20$1.70K0.00%00.0%Unchanged
Abound Wealth Management21$1.76K0.00%00.0%Unchanged
SJS Investment Consulting Inc.23$1.93K0.00%−6−20.7%Reduced
Sierra Capital LLC20$2.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.15$2.00K0.00%+14+1,400.0%Added
Disciplined Investments, LLC24$2.01K0.00%−5−17.2%Reduced
TD Capital Management LLC25$2.10K0.00%00.0%Unchanged
Key Financial Inc30$2.34K0.00%00.0%Unchanged
MCF Advisors LLC28$2.35K0.00%−285−91.1%Reduced
Delos Wealth Advisors, LLC28$2.35K0.00%00.0%Unchanged
Affiance Financial, LLC28$2.35K0.00%+28New
Toth Financial Advisory Corp30$2.52K0.00%−90−75.0%Reduced
Tradewinds Capital Management, LLC31$2.60K0.00%+31New
Carolinas Wealth Consulting LLC33$2.77K0.00%00.0%Unchanged
Aua Capital Management, LLC35$2.93K0.00%+7+25.0%Added
Winch Advisory Services, LLC39$3.00K0.00%00.0%Unchanged
Dividend Assets Capital, LLC32$3.00K0.00%00.0%Unchanged
Ancora Advisors, LLC31$3.00K0.00%00.0%Unchanged
Trust Co35$3.00K0.00%+35New
Grove Bank & Trust30$3.00K0.00%+30New
Magnolia Capital Management Ltd30$3.00K0.00%+30New
McIlrath & Eck, LLC36$3.02K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.39$3.27K0.00%−30−43.5%Reduced
Centennial Bank47$3.94K0.00%+47New
CVA Family Office, LLC50$4.19K0.00%−670−93.1%Reduced
Thomas J. Herzfeld Advisors, Inc.52$4.36K0.00%+12+30.0%Added
Fortis Capital Advisors, LLC55$4.61K0.00%+55New
Cornerstone Planning Group LLC59$4.71K0.00%+59New
High Net Worth Advisory Group LLC57$4.78K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC60$5.03K0.00%00.0%Unchanged
Proffitt & Goodson Inc65$5.45K0.00%00.0%Unchanged
Eagle Bay Advisors LLC68$5.70K0.00%+1+1.5%Added
Solstein Capital, LLC69$5.79K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$5.95K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC75$6.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC81$6.79K0.00%−74−47.7%Reduced
Castleview Partners, LLC81$6.79K0.01%00.0%Unchanged
Red Tortoise LLC83$6.96K0.00%+83New
Pin Oak Investment Advisors Inc83$7.00K0.01%+83New
Quarry LP84$7.04K0.01%+84New
Crewe Advisors LLC89$7.46K0.00%−20−18.3%Reduced
United Community Bank90$7.55K0.01%00.0%Unchanged
EWG Elevate Inc.106$8.89K0.00%+106New
Column Capital Advisors, LLC111$9.31K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.113$9.47K0.01%00.0%Unchanged
Norway Savings Bank117$9.81K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC117$9.81K0.00%+48+69.6%Added
Mark Sheptoff Financial Planning, LLC118$9.89K0.01%00.0%Unchanged
Clearstead Advisors, LLC118$9.89K0.00%+73+162.2%Added
Colonial Trust Co118$9.89K0.00%+118New
Compass Wealth Management LLC119$9.98K0.00%+119New
J.Safra Asset Management Corp121$10.0K0.00%+121New
Hartford Financial Management Inc.130$10.9K0.00%00.0%Unchanged
Westside Investment Management, Inc.134$11.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc134$11.2K0.00%+80+148.1%Added
CoreCap Advisors, LLC139$11.7K0.00%+139New
Baker Avenue Asset Management, LP142$11.9K0.00%+142New
Goodwin Investment Advisory143$12.0K0.01%00.0%Unchanged
Grey Fox Wealth Advisors, LLC146$12.2K0.01%+146New
Clean Yield Group155$13.0K0.01%00.0%Unchanged
Steward Financial Group LLC159$13.0K0.01%+159New
Coppell Advisory Solutions LLC158$13.2K0.00%+158New
Coppell Advisory Solutions Corp.158$13.2K0.00%+158New
Schubert & Co161$13.5K0.01%−46−22.2%Reduced
Valley National Advisers Inc194$16.0K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.191$16.0K0.00%+186+3,720.0%Added
Investors Research Corp199$16.7K0.00%+69+53.1%Added
Leelyn Smith, LLC200$16.8K0.00%−740−78.7%Reduced
Robbins Farley LLC200$16.8K0.01%00.0%Unchanged
Heritage Wealth Advisors200$16.8K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.201$16.9K0.00%+60+42.6%Added
North Star Investment Management Corp.202$16.9K0.00%+11+5.8%Added
Vigilant Capital Management, LLC200$17.0K0.00%−407−67.1%Reduced
Financial Perspectives, Inc210$17.6K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC212$17.8K0.00%−67−24.0%Reduced
GeoWealth Management, LLC221$18.0K0.00%−46−17.2%Reduced
JFS Wealth Advisors, LLC222$18.6K0.00%−22−9.0%Reduced
First Personal Financial Services225$18.9K0.01%00.0%Unchanged