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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 239 | $20.0K | 0.00% | −126−34.5% | Reduced |
| Anchor Investment Management, LLC | 246 | $20.6K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $21.0K | 0.02% | +8+3.3% | Added |
| Gleason Group, Inc. | 260 | $21.8K | 0.01% | +2+0.8% | Added |
| TD Waterhouse Canada Inc. | 259 | $21.8K | 0.00% | −22−7.8% | Reduced |
| First Command Bank | 262 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 262 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $23.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 278 | $23.0K | 0.00% | +151+118.9% | Added |
| Lakewood Asset Management LLC | 300 | $25.0K | 0.02% | +300 | New |
| Cribstone Capital Management, LLC | 300 | $25.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $25.2K | 0.00% | +300 | New |
| Mascoma Wealth Management LLC | 300 | $25.2K | 0.01% | +300 | New |
| Colonial Trust Advisors | 302 | $25.3K | 0.00% | +302 | New |
| Piershale Financial Group, Inc. | 306 | $25.7K | 0.02% | +306 | New |
| Country Trust Bank | 308 | $25.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 312 | $26.2K | 0.01% | −54−14.8% | Reduced |
| Resurgent Financial Advisors LLC | 322 | $27.0K | 0.01% | +322 | New |
| Hanson & Doremus Investment Management | 328 | $27.0K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 323 | $27.1K | 0.01% | +323 | New |
| TFC Financial Management | 330 | $27.7K | 0.01% | −670−67.0% | Reduced |
| Versant Capital Management, Inc | 338 | $28.3K | 0.01% | −155−31.4% | Reduced |
| Clear Street Markets LLC | 352 | $30.0K | 0.01% | −2,248−86.5% | Reduced |
| Salem Investment Counselors Inc | 364 | $30.5K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 368 | $30.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 369 | $30.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 383 | $32.0K | 0.01% | +383 | New |
| Credit Agricole S A | 419 | $35.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 427 | $35.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 433 | $36.3K | 0.02% | 00.0% | Unchanged |
| Comerica Securities,inc. | 449 | $37.6K | 0.00% | +449 | New |
| Piscataqua Savings Bank | 450 | $37.7K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 464 | $38.9K | 0.01% | −40−7.9% | Reduced |
| Coston, McIsaac & Partners | 524 | $43.0K | 0.02% | +1+0.2% | Added |
| Washington Trust Co | 525 | $44.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 533 | $44.7K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 546 | $45.8K | 0.04% | +546 | New |
| Fairfield Financial Advisors, LTD | 548 | $45.9K | 0.02% | +4+0.7% | Added |
| Tradition Wealth Management, LLC | 563 | $47.0K | 0.01% | −13−2.3% | Reduced |
| Massmutual Trust Co FSB | 578 | $48.0K | 0.00% | −104−15.2% | Reduced |
| DT Investment Partners, LLC | 577 | $48.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 585 | $49.0K | 0.01% | +184+45.9% | Added |
| Harbour Investments, Inc. | 601 | $50.4K | 0.00% | +4+0.7% | Added |
| ICA Group Wealth Management, LLC | 631 | $52.9K | 0.01% | +631 | New |
| Benjamin Edwards Inc | 647 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 648 | $54.3K | 0.00% | −78−10.7% | Reduced |
| Zions Bancorporation, N.A. | 652 | $54.7K | 0.00% | +281+75.7% | Added |
| Deseret Mutual Benefit Administrators | 680 | $57.0K | 0.02% | −569−45.6% | Reduced |
| Tortoise Investment Management, LLC | 685 | $57.4K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 687 | $58.0K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 694 | $58.2K | 0.03% | −11−1.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 703 | $59.0K | 0.03% | −2−0.3% | Reduced |
| PSI Advisors, LLC | 708 | $59.4K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $59.7K | 0.02% | +712 | New |
| Bangor Savings Bank | 714 | $60.0K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 720 | $60.4K | 0.05% | +720 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $60.8K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $61.5K | 0.02% | 00.0% | Unchanged |
| Natixis | 762 | $63.9K | 0.00% | −59,904−98.7% | Reduced |
| Vestor Capital, LLC | 761 | $64.0K | 0.01% | +13+1.7% | Added |
| Glass Jacobson Investment Advisors llc | 797 | $66.8K | 0.03% | +797 | New |
| Gould Capital, LLC | 800 | $67.1K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 811 | $68.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 818 | $68.6K | 0.04% | −68−7.7% | Reduced |
| Tucker Asset Management LLC | 812 | $69.1K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 859 | $72.0K | 0.01% | +590+219.3% | Added |
| Caldwell Trust Co | 863 | $72.4K | 0.01% | +58+7.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $73.3K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 877 | $73.6K | 0.00% | +118+15.5% | Added |
| Capital Advisors, Ltd. LLC | 909 | $76.0K | 0.01% | +20+2.2% | Added |
| CoreFirst Bank & Trust | 907 | $76.0K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 940 | $78.8K | 0.03% | +940 | New |
| Focused Wealth Management, Inc | 942 | $79.0K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $79.1K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 947 | $79.4K | 0.00% | −468−33.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 948 | $79.5K | 0.01% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 950 | $79.6K | 0.00% | +89+10.3% | Added |
| Loomis Sayles & Co L P | 953 | $80.0K | 0.00% | +271+39.7% | Added |
| Ci Investments Inc. | 968 | $81.0K | 0.00% | +513+112.7% | Added |
| Alpha Paradigm Partners, LLC | 991 | $83.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $84.0K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $86.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $87.9K | 0.09% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,094 | $91.7K | 0.01% | +18+1.7% | Added |
| Sargent Bickham Lagudis LLC | 1,105 | $92.6K | 0.01% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,109 | $93.0K | 0.03% | +1,109 | New |
| First Community Trust NA | 1,106 | $93.0K | 0.11% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,121 | $94.0K | 0.06% | −206−15.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,133 | $95.0K | 0.00% | +1,133 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,141 | $95.7K | 0.00% | −26,340−95.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,193 | $100.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,209 | $101.0K | 0.07% | −22−1.8% | Reduced |
| Lindbrook Capital, LLC | 1,206 | $101.1K | 0.01% | +34+2.9% | Added |
| Edmond de Rothschild Holding S.A. | 1,211 | $101.5K | 0.00% | +149+14.0% | Added |
| Accurate Wealth Management, LLC | 1,220 | $104.5K | 0.04% | +1,220 | New |
| Quent Capital, LLC | 1,248 | $104.7K | 0.02% | +602+93.2% | Added |
| Zullo Investment Group, Inc. | 1,250 | $104.8K | 0.06% | +7+0.6% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,263 | $105.9K | 0.12% | +1,263 | New |
| Jones Financial Companies LLLP | 1,262 | $106.0K | 0.00% | +62+5.2% | Added |