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 |
|---|---|---|---|---|---|
| Baker Ellis Asset Management LLC | 10,133 | $849.6K | 0.16% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 10,187 | $854.1K | 0.56% | +364+3.7% | Added |
| Grimes & Company, Inc. | 10,240 | $858.5K | 0.04% | −591−5.5% | Reduced |
| Anchor Capital Advisors LLC | 10,297 | $863.3K | 0.02% | 00.0% | Unchanged |
| Rockland Trust Co | 10,531 | $883.0K | 0.06% | −618−5.5% | Reduced |
| Oppenheimer & Co Inc | 10,541 | $883.8K | 0.02% | −83−0.8% | Reduced |
| CWM, LLC | 10,558 | $885.0K | 0.01% | −127−1.2% | Reduced |
| Banque Pictet & Cie SA | 10,699 | $897.0K | 0.01% | −192−1.8% | Reduced |
| Presima Inc. | 10,830 | $908.0K | 0.26% | +1,600+17.3% | Added |
| Centerpoint Advisors, LLC | 10,883 | $912.0K | 0.43% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 10,916 | $915.2K | 0.02% | −1,952−15.2% | Reduced |
| Wetherby Asset Management Inc | 11,113 | $931.7K | 0.06% | +2,213+24.9% | Added |
| Csenge Advisory Group | 11,162 | $935.8K | 0.07% | +258+2.4% | Added |
| Kestra Private Wealth Services, LLC | 11,666 | $978.1K | 0.05% | −206−1.7% | Reduced |
| Quadrature Capital Ltd | 11,762 | $986.0K | 0.03% | −6,614−36.0% | Reduced |
| Proequities, Inc. | 11,877 | $995.7K | 0.08% | +243+2.1% | Added |
| Heritage Financial Services, LLC | 11,941 | $1.00M | 0.25% | −301−2.5% | Reduced |
| Regions Financial Corp | 11,977 | $1.00M | 0.01% | −707−5.6% | Reduced |
| Prospera Financial Services Inc | 12,088 | $1.01M | 0.05% | −19,042−61.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,415 | $1.04M | 0.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 12,446 | $1.04M | 0.00% | −27−0.2% | Reduced |
| Metis Global Partners, LLC | 12,457 | $1.04M | 0.09% | +7,312+142.1% | Added |
| Allworth Financial LP | 12,464 | $1.04M | 0.01% | −173−1.4% | Reduced |
| Moneta Group Investment Advisors LLC | 12,753 | $1.05M | 0.03% | +298+2.4% | Added |
| Allstate Corp | 12,595 | $1.06M | 0.03% | +1,579+14.3% | Added |
| Allstate Investment Management Co | 12,595 | $1.06M | 0.03% | +12,595 | New |
| United Services Automobile Association | 12,588 | $1.06M | 0.02% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 12,681 | $1.06M | 0.02% | +12,681 | New |
| Martingale Asset Management L P | 12,828 | $1.08M | 0.02% | −397−3.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,900 | $1.08M | 1.22% | +200+1.6% | Added |
| Claro Advisors LLC | 13,066 | $1.10M | 0.36% | −740−5.4% | Reduced |
| SC&H Financial Advisors, Inc. | 13,106 | $1.10M | 0.46% | −406−3.0% | Reduced |
| Colony Group LLC | 13,117 | $1.10M | 0.02% | +8,772+201.9% | Added |
| Achmea Investment Management B.V. | 14,095 | $1.11M | 0.04% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 13,582 | $1.14M | 0.13% | +13,582 | New |
| Essex Financial Services, Inc. | 13,618 | $1.14M | 0.12% | +732+5.7% | Added |
| National Asset Management, Inc. | 13,652 | $1.14M | 0.03% | +3,852+39.3% | Added |
| Cetera Advisors LLC | 13,725 | $1.15M | 0.02% | +5,704+71.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,791 | $1.16M | 0.02% | +1,048+8.2% | Added |
| Heritage Trust Co | 14,208 | $1.19M | 0.19% | +11+0.1% | Added |
| W.H. Cornerstone Investments Inc. | 14,291 | $1.20M | 1.14% | +4,078+39.9% | Added |
| Renaissance Technologies LLC | 14,380 | $1.21M | 0.00% | −455,900−96.9% | Reduced |
| Lido Advisors, LLC | 14,529 | $1.22M | 0.02% | +4,694+47.7% | Added |
| Sowa Financial Group, Inc. | 14,672 | $1.23M | 0.92% | +9+0.1% | Added |
| MJP Associates Inc | 14,806 | $1.24M | 0.37% | +108+0.7% | Added |
| Brookstone Capital Management | 14,641 | $1.26M | 0.03% | +529+3.7% | Added |
| Members Capital Advisors Inc | 15,000 | $1.26M | 0.90% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 15,023 | $1.26M | 0.02% | +1,575+11.7% | Added |
| Paradigm Financial Partners, LLC | 15,230 | $1.31M | 0.38% | +545+3.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.32M | 0.15% | 00.0% | Unchanged |
| Holocene Advisors, LP | 15,829 | $1.33M | 0.01% | −54,164−77.4% | Reduced |
| Rockefeller Capital Management L.P. | 15,935 | $1.34M | 0.01% | +2,090+15.1% | Added |
| GWM Advisors LLC | 28,707 | $1.35M | 0.04% | +2,023+7.6% | Added |
| New Mexico Educational Retirement Board | 16,616 | $1.39M | 0.07% | −1,000−5.7% | Reduced |
| Profund Advisors LLC | 16,705 | $1.40M | 0.09% | −593−3.4% | Reduced |
| JustInvest LLC | 16,806 | $1.41M | 0.06% | −433−2.5% | Reduced |
| Tiaa, FSB | 17,502 | $1.47M | 0.01% | −1,439−7.6% | Reduced |
| Keybank National Association | 17,941 | $1.50M | 0.01% | −1,682−8.6% | Reduced |
| Everence Capital Management Inc | 17,960 | $1.51M | 0.13% | +10,190+131.1% | Added |
| Welch & Forbes LLC | 17,991 | $1.51M | 0.03% | −387−2.1% | Reduced |
| Icon Advisers Inc | 18,000 | $1.51M | 0.39% | −1,400−7.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,161 | $1.52M | 0.02% | −570−3.0% | Reduced |
| Principle Wealth Partners LLC | 18,468 | $1.55M | 0.18% | +696+3.9% | Added |
| Connectus Wealth, LLC | 18,818 | $1.58M | 0.04% | −100−0.5% | Reduced |
| IFP Advisors, Inc | 27,420 | $1.59M | 0.05% | +14,939+119.7% | Added |
| Stratos Wealth Advisors, LLC | 18,962 | $1.59M | 0.13% | −50−0.3% | Reduced |
| SG Americas Securities, LLC | 19,053 | $1.60M | 0.02% | −9,671−33.7% | Reduced |
| MML Investors Services, LLC | 19,047 | $1.60M | 0.01% | −683−3.5% | Reduced |
| Thrivent Financial for Lutherans | 19,116 | $1.60M | 0.00% | +147+0.8% | Added |
| Integrated Wealth Concepts LLC | 19,154 | $1.61M | 0.04% | +60+0.3% | Added |
| JB Capital LLC | 19,237 | $1.61M | 0.16% | −56−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 19,262 | $1.61M | 0.20% | 00.0% | Unchanged |
| Atria Investments LLC | 19,266 | $1.62M | 0.03% | +1,740+9.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,322 | $1.62M | 0.04% | +6,673+52.8% | Added |
| Ameritas Investment Partners, Inc. | 19,741 | $1.64M | 0.07% | +2,141+12.2% | Added |
| Kesler, Norman & Wride, LLC | 19,642 | $1.65M | 0.42% | +8,684+79.2% | Added |
| Park Avenue Securities LLC | 19,768 | $1.66M | 0.03% | −388−1.9% | Reduced |
| Cordatus Wealth Management LLC | 19,776 | $1.66M | 2.43% | +19,776 | New |
| Lockheed Martin Investment Management Co | 19,900 | $1.67M | 0.11% | +900+4.7% | Added |
| Icon Wealth Advisors, LLC | 20,013 | $1.68M | 0.19% | +3,971+24.8% | Added |
| D.A. Davidson & Co. | 20,097 | $1.69M | 0.02% | +199+1.0% | Added |
| Verition Fund Management LLC | 20,123 | $1.69M | 0.03% | −118,332−85.5% | Reduced |
| Metropolitan Life Insurance Co | 20,145 | $1.69M | 0.08% | −479−2.3% | Reduced |
| Kenfarb & Co. | 21,620 | $1.81M | 1.61% | −130−0.6% | Reduced |
| Louisiana State Employees Retirement System | 22,500 | $1.89M | 0.05% | +300+1.4% | Added |
| Northcape Wealth Management, LLC | 22,763 | $1.91M | 1.07% | −3,481−13.3% | Reduced |
| Rafferty Asset Management, LLC | 22,772 | $1.91M | 0.02% | +9,887+76.7% | Added |
| Tudor Investment Corp Et Al | 22,812 | $1.91M | 0.05% | +19,299+549.4% | Added |
| Hudson Bay Capital Management LP | 23,000 | $1.93M | 0.02% | +23,000 | New |
| Cerity Partners LLC | 23,080 | $1.94M | 0.01% | +846+3.8% | Added |
| STRS Ohio | 23,353 | $1.96M | 0.01% | −2,265−8.8% | Reduced |
| Balyasny Asset Management LLC | 23,853 | $2.00M | 0.01% | −451,054−95.0% | Reduced |
| Kestra Advisory Services, LLC | 24,713 | $2.07M | 0.02% | +938+3.9% | Added |
| Cetera Investment Advisers | 24,986 | $2.09M | 0.02% | +10,095+67.8% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $2.10M | 0.04% | 00.0% | Unchanged |
| PGGM Investments | 25,060 | $2.10M | 0.04% | −30,039−54.5% | Reduced |
| Hartford Investment Management Co | 25,160 | $2.11M | 0.06% | −7,791−23.6% | Reduced |
| Cetera Advisor Networks LLC | 25,186 | $2.11M | 0.02% | +5,688+29.2% | Added |
| First PREMIER Bank | 25,259 | $2.12M | 0.64% | +260+1.0% | Added |
| Glenmede Trust Co NA | 25,296 | $2.12M | 0.01% | −2,246−8.2% | Reduced |