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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,329 | $111.0K | 0.01% | −23−1.7% | Reduced |
| TSFG, LLC | 1,330 | $112.0K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,377 | $115.0K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,466 | $122.9K | 0.00% | +879+149.7% | Added |
| BerganKDV Wealth Management, LLC | 1,513 | $126.9K | 0.01% | −100−6.2% | Reduced |
| West Branch Capital LLC | 1,527 | $128.0K | 0.08% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,563 | $131.1K | 0.03% | +8+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,599 | $134.1K | 0.01% | +6+0.4% | Added |
| Capstone Investment Advisors, LLC | 1,663 | $139.4K | 0.00% | +1,663 | New |
| Cary Street Partner Investment Advisory LLC | 1,682 | $141.0K | 0.01% | +1,682 | New |
| Spartan Planning & Wealth Management | 1,711 | $143.4K | 0.18% | −742−30.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,858 | $145.0K | 0.00% | +1,529+464.7% | Added |
| Oakworth Capital, Inc. | 1,787 | $149.8K | 0.01% | −1−0.1% | Reduced |
| Webster Bank, N. A. | 1,814 | $152.0K | 0.02% | +508+38.9% | Added |
| Geneos Wealth Management Inc. | 1,833 | $153.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,869 | $156.7K | 0.08% | −70−3.6% | Reduced |
| Accel Wealth Management | 1,870 | $156.8K | 0.08% | +9+0.5% | Added |
| Endurance Wealth Management, Inc. | 1,889 | $158.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,953 | $163.7K | 0.00% | −3−0.2% | Reduced |
| Bartlett & Co. LLC | 1,953 | $164.0K | 0.00% | −3−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,996 | $167.0K | 0.01% | −852−29.9% | Reduced |
| O'Brien Wealth Partners LLC | 1,994 | $167.2K | 0.07% | −10−0.5% | Reduced |
| Tompkins Financial Corp | 2,005 | $168.0K | 0.03% | −452−18.4% | Reduced |
| Private Trust Co NA | 2,001 | $168.0K | 0.02% | −118−5.6% | Reduced |
| Federated Hermes, Inc. | 2,007 | $168.3K | 0.00% | +873+77.0% | Added |
| PEAK6 Investments LLC | 2,064 | $173.0K | 0.01% | −2,352−53.3% | Reduced |
| Advisory Services Network, LLC | 2,171 | $182.0K | 0.01% | +2,171 | New |
| Montag A & Associates Inc | 2,200 | $184.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,220 | $186.2K | 0.02% | +8+0.4% | Added |
| Stephenson National Bank & Trust | 2,229 | $187.0K | 0.12% | +9+0.4% | Added |
| Sentry Investment Management LLC | 2,306 | $193.0K | 0.09% | +148+6.9% | Added |
| Money Concepts Capital Corp | 2,362 | $198.0K | 0.01% | +1,848+359.5% | Added |
| Girard Partners Ltd. | 2,398 | $201.0K | 0.02% | +2,398 | New |
| Pure Financial Advisors, Inc. | 2,404 | $201.6K | 0.01% | +2,404 | New |
| Alpha Family Trust | 2,410 | $202.1K | 0.18% | +2,410 | New |
| Peapack Gladstone Financial Corp | 2,421 | $203.0K | 0.00% | −147−5.7% | Reduced |
| TD Private Client Wealth LLC | 2,442 | $204.7K | 0.01% | −330−11.9% | Reduced |
| Perigon Wealth Management, LLC | 2,444 | $204.9K | 0.01% | +2,444 | New |
| Sightline Wealth Advisors, LLC | 2,477 | $207.7K | 0.22% | +2,477 | New |
| Tanager Wealth Management LLP | 2,497 | $209.3K | 0.06% | +2,497 | New |
| Stock Yards Bank & Trust Co | 2,505 | $210.0K | 0.01% | +2,505 | New |
| Burney Co | 2,527 | $211.9K | 0.01% | +2,527 | New |
| Patton Fund Management, Inc. | 2,533 | $212.0K | 0.06% | +2,533 | New |
| Center for Financial Planning, Inc. | 2,547 | $213.5K | 0.05% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,564 | $215.0K | 0.06% | +2,564 | New |
| Hilltop Holdings Inc. | 2,568 | $215.3K | 0.03% | −153−5.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,584 | $216.6K | 0.07% | +2+0.1% | Added |
| Conning Inc. | 2,584 | $216.6K | 0.01% | −14−0.5% | Reduced |
| Romano Brothers and Company | 2,620 | $219.7K | 0.03% | +13+0.5% | Added |
| Kula Investments, LLC | 2,629 | $220.4K | 0.08% | +2,629 | New |
| Econ Financial Services Corp | 2,631 | $220.6K | 0.22% | +21+0.8% | Added |
| YHB Investment Advisors, Inc. | 2,642 | $221.5K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 2,642 | $221.5K | 0.09% | 00.0% | Unchanged |
| Albion Financial Group | 2,644 | $221.7K | 0.02% | 00.0% | Unchanged |
| Dearborn Partners LLC | 2,648 | $222.0K | 0.01% | −467−15.0% | Reduced |
| Arkadios Wealth Advisors | 2,649 | $222.1K | 0.03% | +13+0.5% | Added |
| Wilkins Investment Counsel Inc | 2,700 | $226.0K | 0.06% | −300−10.0% | Reduced |
| Lockerman Financial Group, Inc. | 2,730 | $228.9K | 0.67% | +63+2.4% | Added |
| Beaton Management Co. Inc. | 2,729 | $229.0K | 0.15% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,732 | $229.0K | 0.04% | +2,732 | New |
| SeaCrest Wealth Management, LLC | 2,758 | $231.3K | 0.03% | −8−0.3% | Reduced |
| Bessemer Group Inc | 2,760 | $232.0K | 0.00% | −2,754−49.9% | Reduced |
| Coastal Capital Group, Inc. | 2,984 | $232.7K | 0.07% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,871 | $240.7K | 0.01% | +96+3.5% | Added |
| Adviser Investments LLC | 2,807 | $240.9K | 0.01% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,882 | $241.6K | 0.06% | +2,882 | New |
| Applied Capital LLC | 2,939 | $246.4K | 0.18% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,964 | $248.5K | 0.02% | +10.0% | Added |
| TrinityPoint Wealth, LLC | 2,981 | $249.9K | 0.06% | +11+0.4% | Added |
| Woodstock Corp | 2,986 | $250.3K | 0.03% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 2,994 | $251.0K | 0.05% | +2,994 | New |
| Richard W. Paul & Associates, LLC | 3,003 | $251.7K | 0.13% | +3,003 | New |
| Cable Hill Partners, LLC | 3,009 | $252.3K | 0.05% | +3,009 | New |
| Johnson Investment Counsel Inc | 3,010 | $252.3K | 0.00% | +159+5.6% | Added |
| Clarius Group, LLC | 3,013 | $253.0K | 0.02% | +3,013 | New |
| NorthRock Partners, LLC | 3,023 | $253.4K | 0.03% | −196−6.1% | Reduced |
| Strategy Asset Managers LLC | 3,035 | $254.0K | 0.06% | −151−4.7% | Reduced |
| Jump Financial, LLC | 3,037 | $254.6K | 0.01% | −21,020−87.4% | Reduced |
| Citizens Financial Group Inc | 3,037 | $254.6K | 0.01% | +3,037 | New |
| Great Valley Advisor Group, Inc. | 3,037 | $254.7K | 0.01% | +10.0% | Added |
| Cadence Wealth Management LLC | 3,042 | $255.1K | 0.22% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 3,044 | $255.2K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,044 | $255.2K | 0.08% | +411+15.6% | Added |
| Coldstream Capital Management Inc | 3,046 | $255.4K | 0.01% | +3,046 | New |
| Berkshire Bank | 3,063 | $256.8K | 0.08% | −1,285−29.6% | Reduced |
| Financial Counselors Inc | 3,073 | $258.0K | 0.01% | −25−0.8% | Reduced |
| Boothbay Fund Management, LLC | 3,088 | $258.9K | 0.01% | −2,151−41.1% | Reduced |
| Advisors Capital Management, LLC | 3,086 | $259.0K | 0.01% | −88−2.8% | Reduced |
| Parcion Private Wealth LLC | 3,090 | $259.1K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,120 | $261.6K | 0.03% | +3,120 | New |
| Hantz Financial Services, Inc. | 3,127 | $262.0K | 0.01% | +116+3.9% | Added |
| Gateway Investment Advisers LLC | 3,142 | $263.4K | 0.00% | +286+10.0% | Added |
| Glassman Wealth Services | 3,157 | $264.7K | 0.05% | +15+0.5% | Added |
| Sculati Wealth Management, LLC | 3,162 | $265.0K | 0.15% | 00.0% | Unchanged |
| CSM Advisors, LLC | 3,195 | $268.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $268.0K | 0.06% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,212 | $269.0K | 0.02% | −13−0.4% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $270.0K | 0.99% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,239 | $271.5K | 0.09% | +19+0.6% | Added |
| Occudo Quantitative Strategies LP | 3,247 | $272.2K | 0.03% | +3,247 | New |