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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 5,387 | $451.7K | 0.16% | −112−2.0% | Reduced |
| Ergoteles LLC | 5,396 | $452.4K | 0.02% | −67,253−92.6% | Reduced |
| Thomasville National Bank | 5,399 | $453.0K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $455.8K | 0.35% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 5,439 | $456.0K | 0.05% | +5,439 | New |
| Centiva Capital, LP | 5,451 | $457.0K | 0.04% | +5,451 | New |
| Bickling Financial Services, Inc. | 5,460 | $457.8K | 0.29% | +5,460 | New |
| Desjardins Global Asset Management Inc. | 5,476 | $458.0K | 0.07% | −4,771−46.6% | Reduced |
| Outlook Wealth Advisors, LLC | 5,472 | $458.7K | 0.22% | +17+0.3% | Added |
| Spire Wealth Management | 5,469 | $459.0K | 0.03% | +176+3.3% | Added |
| J.W. Cole Advisors, Inc. | 5,516 | $462.5K | 0.04% | +12+0.2% | Added |
| Boston Financial Mangement LLC | 5,523 | $463.1K | 0.02% | −205−3.6% | Reduced |
| Barry Investment Advisors, LLC | 5,541 | $464.6K | 0.15% | +4+0.1% | Added |
| Greenleaf Trust | 5,592 | $469.0K | 0.01% | +1,374+32.6% | Added |
| Gradient Investments LLC | 5,624 | $471.5K | 0.01% | −7−0.1% | Reduced |
| First Manhattan Co | 5,625 | $471.6K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,691 | $477.1K | 0.04% | −5,025−46.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,699 | $477.8K | 0.02% | +5,699 | New |
| Horizon Investments, LLC | 5,758 | $483.0K | 0.01% | −716−11.1% | Reduced |
| NewEdge Wealth, LLC | 5,796 | $485.9K | 0.02% | +1,343+30.2% | Added |
| Gofen & Glossberg LLC | 5,806 | $487.0K | 0.01% | +283+5.1% | Added |
| AIA Group Ltd | 5,810 | $487.1K | 0.03% | −7,197−55.3% | Reduced |
| Sound Income Strategies, LLC | 5,885 | $493.4K | 0.06% | −7−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 5,886 | $493.5K | 0.05% | +106+1.8% | Added |
| Barber Financial Group, Inc. | 5,912 | $495.7K | 0.14% | −46−0.8% | Reduced |
| Pathstone Family Office, LLC | 11,804 | $498.4K | 0.01% | +3,367+39.9% | Added |
| Apella Capital, LLC | 5,968 | $500.4K | 0.05% | −50−0.8% | Reduced |
| Opus Investment Management Inc | 6,000 | $503.0K | 0.18% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,506 | $503.5K | 0.53% | −247−3.7% | Reduced |
| Krane Funds Advisors LLC | 6,018 | $505.0K | 0.02% | +6,018 | New |
| Savior LLC | 6,150 | $515.6K | 0.46% | −13−0.2% | Reduced |
| Merit Financial Group, LLC | 6,162 | $516.6K | 0.02% | +6,162 | New |
| Segall Bryant & Hamill, LLC | 6,210 | $520.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,227 | $522.0K | 0.02% | +1,363+28.0% | Added |
| Signaturefd, LLC | 6,231 | $522.4K | 0.02% | +1,853+42.3% | Added |
| Two Sigma Advisers, LP | 6,300 | $528.2K | 0.00% | −176,900−96.6% | Reduced |
| Davenport & Co LLC | 6,394 | $536.0K | 0.00% | −1,246−16.3% | Reduced |
| Winton Group Ltd | 6,420 | $538.3K | 0.04% | −8,135−55.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,484 | $544.0K | 0.05% | +196+3.1% | Added |
| Huntington National Bank | 6,490 | $544.1K | 0.01% | −244−3.6% | Reduced |
| International Assets Investment Management, LLC | 218,022 | $544.9K | 0.06% | +215,762+9,547.0% | Added |
| Aevitas Wealth Management, Inc. | 6,500 | $545.0K | 0.32% | +154+2.4% | Added |
| Eastern Bank | 6,559 | $549.9K | 0.03% | +2,000+43.9% | Added |
| Blue Fin Capital, Inc. | 6,560 | $550.0K | 0.20% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 6,672 | $559.4K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,774 | $567.9K | 0.01% | +1,197+21.5% | Added |
| Midwest Professional Planners, LTD. | 6,806 | $570.6K | 0.32% | +157+2.4% | Added |
| Prosperity Wealth Management, Inc. | 6,844 | $573.8K | 0.57% | +6,844 | New |
| Wedbush Securities Inc | 6,855 | $575.0K | 0.03% | +1,201+21.2% | Added |
| Exchange Traded Concepts, LLC | 7,077 | $593.3K | 0.02% | −611−7.9% | Reduced |
| Hills Bank & Trust Co | 7,188 | $603.0K | 0.09% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,257 | $608.4K | 0.13% | −404−5.3% | Reduced |
| Fiduciary Trust Co | 7,439 | $623.7K | 0.01% | −18−0.2% | Reduced |
| Mystic Asset Management, Inc. | 7,511 | $629.7K | 0.36% | −100−1.3% | Reduced |
| Mondrian Investment Partners LTD | 7,536 | $632.0K | 0.01% | +1,475+24.3% | Added |
| Veritable, L.P. | 7,655 | $641.8K | 0.01% | −524−6.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,832 | $656.6K | 0.01% | +1,413+22.0% | Added |
| Flputnam Investment Management Co | 7,851 | $658.2K | 0.02% | +539+7.4% | Added |
| Crestwood Advisors Group LLC | 7,857 | $658.7K | 0.02% | −98−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,900 | $662.4K | 0.02% | +193+2.5% | Added |
| Bokf, NA | 7,919 | $663.9K | 0.01% | −565−6.7% | Reduced |
| Sherbrooke Park Advisers LLC | 8,000 | $670.7K | 0.49% | +8,000 | New |
| Balentine LLC | 8,033 | $673.5K | 0.02% | +1,189+17.4% | Added |
| Bridgeworth, LLC | 8,056 | $675.4K | 0.11% | +32+0.4% | Added |
| Prossimo Advisors, LLC | 8,080 | $677.0K | 1.56% | +8,080 | New |
| Assetmark, Inc | 8,105 | $679.5K | 0.00% | −5,358−39.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,359 | $700.8K | 0.08% | −209−2.4% | Reduced |
| Brown Advisory Inc | 8,472 | $710.3K | 0.00% | +3,498+70.3% | Added |
| Versor Investments LP | 8,568 | $718.3K | 0.06% | +8,568 | New |
| Unigestion Holding SA | 8,483 | $721.7K | 0.04% | −121−1.4% | Reduced |
| Acadian Asset Management LLC | 8,732 | $731.0K | 0.00% | −20,526−70.2% | Reduced |
| Mirabella Financial Services LLP | 8,815 | $739.0K | 0.07% | +2,061+30.5% | Added |
| McDonald Partners LLC | 8,872 | $743.8K | 0.25% | +173+2.0% | Added |
| Advisor Partners II, LLC | 8,898 | $746.0K | 0.05% | −1,796−16.8% | Reduced |
| Colony Family Offices, LLC | 8,954 | $750.7K | 0.31% | +100+1.1% | Added |
| Arete Wealth Advisors, LLC | 9,198 | $755.6K | 0.07% | +30+0.3% | Added |
| Empirical Finance, LLC | 9,032 | $757.2K | 0.08% | +725+8.7% | Added |
| Destination Wealth Management | 9,047 | $758.5K | 0.03% | +203+2.3% | Added |
| Stratos Wealth Partners, LTD. | 9,061 | $759.7K | 0.02% | +1,012+12.6% | Added |
| CAPROCK Group, Inc. | 9,113 | $764.1K | 0.07% | +1,263+16.1% | Added |
| Bleakley Financial Group, LLC | 9,124 | $764.9K | 0.03% | +9,124 | New |
| New England Capital Financial Advisors LLC | 9,602 | $765.6K | 0.54% | +9,602 | New |
| Valmark Advisers, Inc. | 9,141 | $766.4K | 0.02% | +554+6.5% | Added |
| South State Corp. | 9,175 | $769.2K | 0.07% | −499−5.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,185 | $770.1K | 0.04% | +4,762+107.7% | Added |
| Bard Financial Services, Inc. | 9,283 | $778.0K | 0.07% | +17+0.2% | Added |
| Toews Corp | 9,300 | $779.7K | 0.39% | −3,800−29.0% | Reduced |
| Chatham Capital Group, Inc. | 9,331 | $782.3K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,483 | $795.1K | 0.18% | +42+0.4% | Added |
| Valley Brook Capital Group | 9,502 | $796.6K | 0.76% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 9,576 | $803.0K | 0.02% | +4,893+104.5% | Added |
| Federation des caisses Desjardins du Quebec | 9,655 | $809.5K | 0.01% | +1,427+17.3% | Added |
| My Legacy Advisors, LLC | 10,142 | $814.9K | 0.35% | +510+5.3% | Added |
| Whittier Trust Co | 9,723 | $815.2K | 0.02% | +1,187+13.9% | Added |
| Armstrong Advisory Group, Inc | 9,807 | $822.2K | 0.11% | +9,807 | New |
| Tower Research Capital LLC (TRC) | 9,841 | $825.0K | 0.03% | −40,566−80.5% | Reduced |
| St Germain D J Co Inc | 28,683 | $825.8K | 0.28% | −607−2.1% | Reduced |
| Finer Wealth Management, Inc. | 9,877 | $828.1K | 0.77% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,904 | $830.3K | 0.02% | +782+8.6% | Added |
| Bellwether Advisors, LLC | 10,125 | $848.9K | 0.25% | +10,125 | New |