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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 3,269 | $274.1K | 0.02% | −562−14.7% | Reduced |
| Means Investment Co., Inc. | 3,274 | $274.5K | 0.06% | +8+0.2% | Added |
| Beirne Wealth Consulting Services, LLC | 3,281 | $275.1K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,290 | $275.8K | 0.01% | −4,012−54.9% | Reduced |
| Fox Run Management, L.L.C. | 3,306 | $277.2K | 0.11% | +3,306 | New |
| HM Payson & Co | 3,320 | $278.3K | 0.01% | +49+1.5% | Added |
| Glenview Trust Co | 3,327 | $278.9K | 0.01% | +12+0.4% | Added |
| FC Advisory LLC | 3,369 | $282.5K | 0.13% | +26+0.8% | Added |
| Vident Investment Advisory, LLC | 3,376 | $283.0K | 0.01% | +3,376 | New |
| Pinkerton Retirement Specialists, LLC | 3,413 | $286.1K | 0.06% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,431 | $287.7K | 0.04% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $289.3K | 0.32% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,479 | $291.6K | 0.11% | +40+1.2% | Added |
| Smithfield Trust Co | 3,486 | $294.0K | 0.02% | −24−0.7% | Reduced |
| Apollon Wealth Management, LLC | 3,511 | $294.4K | 0.02% | −25−0.7% | Reduced |
| Strait & Sound Wealth Management LLC | 3,562 | $298.2K | 0.33% | +3,562 | New |
| Congress Wealth Management LLC | 3,596 | $301.5K | 0.01% | +256+7.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,637 | $304.9K | 0.00% | −3,500−49.0% | Reduced |
| Centre Asset Management, LLC | 3,638 | $305.0K | 0.08% | −76−2.0% | Reduced |
| Lazard Asset Management LLC | 3,692 | $309.0K | 0.00% | −67−1.8% | Reduced |
| Telemus Capital, LLC | 3,612 | $309.9K | 0.03% | 00.0% | Unchanged |
| Inceptionr LLC | 3,697 | $310.0K | 0.16% | +3,697 | New |
| Amica Retiree Medical Trust | 3,702 | $310.0K | 0.40% | +3,702 | New |
| KC Investment Advisors, LLC | 3,707 | $311.0K | 0.29% | −1,703−31.5% | Reduced |
| Lincoln National Corp | 3,711 | $311.2K | 0.01% | +281+8.2% | Added |
| Acima Private Wealth, LLC | 3,800 | $318.6K | 0.16% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,809 | $319.4K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,810 | $319.4K | 0.04% | +282+8.0% | Added |
| Fund Management at Engine No. 1 LLC | 3,834 | $321.4K | 0.08% | +504+15.1% | Added |
| Global Retirement Partners, LLC | 3,847 | $322.5K | 0.02% | +1,145+42.4% | Added |
| Cedrus LLC | 3,863 | $323.9K | 0.26% | +941+32.2% | Added |
| Melfa Wealth Management, LLC | 3,869 | $324.4K | 0.34% | +3,869 | New |
| Veriti Management LLC | 3,945 | $330.8K | 0.04% | +320+8.8% | Added |
| Snowden Capital Advisors LLC | 3,950 | $331.2K | 0.01% | −327−7.6% | Reduced |
| Zacks Investment Management | 3,956 | $331.6K | 0.00% | +3+0.1% | Added |
| Schechter Investment Advisors, LLC | 3,967 | $332.6K | 0.03% | +367+10.2% | Added |
| Central Trust Co | 3,981 | $333.8K | 0.01% | −337−7.8% | Reduced |
| Symmetry Partners, LLC | 4,000 | $335.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 4,072 | $341.4K | 0.01% | +308+8.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,095 | $343.3K | 0.03% | +1,117+37.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,097 | $343.5K | 0.00% | −23,919−85.4% | Reduced |
| FourThought Financial Partners, LLC | 4,108 | $344.5K | 0.05% | +4,108 | New |
| Marble Harbor Investment Counsel, LLC | 4,161 | $348.9K | 0.05% | −100−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 4,167 | $349.4K | 0.01% | +713+20.6% | Added |
| Parsons Capital Management Inc | 4,169 | $349.5K | 0.03% | +120+3.0% | Added |
| Hemington Wealth Management | 4,181 | $350.0K | 0.15% | +76+1.9% | Added |
| Hurlow Wealth Management Group, Inc. | 4,182 | $350.6K | 0.18% | +10+0.2% | Added |
| Wealthstar Advisors, LLC | 4,198 | $352.0K | 0.16% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,198 | $352.0K | 0.04% | +4,198 | New |
| Grace & White Inc | 4,200 | $352.1K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,262 | $358.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,279 | $358.8K | 0.00% | −8,097−65.4% | Reduced |
| Toroso Investments, LLC | 4,305 | $361.0K | 0.01% | −1,426−24.9% | Reduced |
| Quadrant Capital Group LLC | 4,318 | $362.0K | 0.04% | +461+12.0% | Added |
| Parallel Advisors, LLC | 4,332 | $363.3K | 0.02% | +436+11.2% | Added |
| Brinker Capital Investments, LLC | 4,336 | $363.6K | 0.01% | −228−5.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 4,347 | $364.5K | 0.01% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,357 | $365.0K | 0.02% | +4,357 | New |
| Clifford Swan Investment Counsel LLC | 4,388 | $367.9K | 0.02% | +7+0.2% | Added |
| Private Advisor Group, LLC | 14,199 | $369.5K | 0.02% | +1,824+14.7% | Added |
| Buckingham Strategic Wealth, LLC | 4,456 | $373.6K | 0.01% | −121−2.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,466 | $374.4K | 0.03% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,492 | $376.6K | 0.01% | +165+3.8% | Added |
| Daymark Wealth Partners, LLC | 4,524 | $379.3K | 0.07% | +4,524 | New |
| Shore Point Advisors, LLC | 4,543 | $380.9K | 0.31% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,428 | $384.5K | 0.00% | −292−4.3% | Reduced |
| Coastal Bridge Advisors, LLC | 4,603 | $385.9K | 0.11% | −963−17.3% | Reduced |
| South Dakota Investment Council | 4,600 | $386.0K | 0.01% | +4,600 | New |
| Asset Management Resources, LLC | 4,671 | $391.6K | 0.42% | −144−3.0% | Reduced |
| Bridgefront Capital, LLC | 4,705 | $394.5K | 0.28% | +4,705 | New |
| Charter Trust Co | 4,731 | $396.6K | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,761 | $399.0K | 0.02% | +40+0.8% | Added |
| Avantax Advisory Services, Inc. | 4,774 | $400.2K | 0.01% | +879+22.6% | Added |
| Summit X, LLC | 4,813 | $406.6K | 0.12% | −71−1.5% | Reduced |
| Modera Wealth Management, LLC | 4,855 | $407.0K | 0.02% | −36−0.7% | Reduced |
| Ballentine Partners, LLC | 4,869 | $408.2K | 0.01% | +306+6.7% | Added |
| Boston Private Wealth LLC | 4,905 | $411.2K | 0.01% | +1,323+36.9% | Added |
| Alpha Cubed Investments, LLC | 4,911 | $411.7K | 0.03% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 4,959 | $415.8K | 0.45% | +25+0.5% | Added |
| RFG Advisory, LLC | 5,196 | $417.5K | 0.02% | +635+13.9% | Added |
| Savant Capital, LLC | 5,014 | $420.4K | 0.01% | +117+2.4% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $420.5K | 0.32% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,023 | $421.1K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 5,091 | $426.8K | 0.00% | −74,989−93.6% | Reduced |
| Baystate Wealth Management LLC | 5,091 | $427.0K | 0.04% | +38+0.8% | Added |
| Connecticut Wealth Management, LLC | 5,108 | $428.3K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 5,141 | $431.0K | 0.00% | +73+1.4% | Added |
| Spinnaker Trust | 5,141 | $431.0K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,141 | $431.0K | 0.04% | +133+2.7% | Added |
| Sterling Investment Counsel, LLC | 5,152 | $431.9K | 0.27% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 5,154 | $432.1K | 0.01% | +2,556+98.4% | Added |
| Great Lakes Advisors, LLC | 5,222 | $437.8K | 0.03% | −78−1.5% | Reduced |
| Cambridge Trust Co | 5,233 | $439.0K | 0.02% | −500−8.7% | Reduced |
| Sawtooth Solutions, LLC | 5,250 | $440.2K | 0.06% | −130−2.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,258 | $440.8K | 0.03% | +189+3.7% | Added |
| KCM Investment Advisors LLC | 5,328 | $447.0K | 0.02% | −76−1.4% | Reduced |
| Belpointe Asset Management LLC | 5,338 | $447.6K | 0.03% | −197−3.6% | Reduced |
| Knuff & Co LLC | 5,358 | $449.2K | 0.19% | 00.0% | Unchanged |
| Concord Wealth Partners | 5,370 | $450.3K | 0.14% | +37+0.7% | Added |
| Continuum Advisory, LLC | 5,373 | $450.5K | 0.08% | +161+3.1% | Added |