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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 519,316 | $43.5M | 0.04% | −2,692−0.5% | Reduced |
| JPMorgan Chase & Co | 524,179 | $43.9M | 0.01% | +120,922+30.0% | Added |
| Swedbank AB | 525,168 | $44.0M | 0.10% | +13,041+2.5% | Added |
| Adage Capital Partners GP, L.L.C. | 529,234 | $44.4M | 0.11% | +501,300+1,794.6% | Added |
| Canada Pension Plan Investment Board | 552,227 | $46.3M | 0.08% | +126,296+29.7% | Added |
| Aviva PLC | 554,761 | $46.5M | 0.23% | +137,872+33.1% | Added |
| Energy Income Partners, LLC | 555,164 | $46.5M | 1.05% | +270,711+95.2% | Added |
| Intech Investment Management LLC | 569,885 | $47.8M | 0.36% | −51,350−8.3% | Reduced |
| Voloridge Investment Management, LLC | 576,308 | $48.3M | 0.27% | +25,356+4.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 607,648 | $50.9M | 0.43% | +76,674+14.4% | Added |
| Royal London Asset Management Ltd | 611,096 | $51.2M | 0.23% | −4,228−0.7% | Reduced |
| California State Teachers Retirement System | 655,903 | $55.0M | 0.09% | +31,629+5.1% | Added |
| Manufacturers Life Insurance Company, The | 680,999 | $57.1M | 0.04% | +2,031+0.3% | Added |
| Russell Investments Group, Ltd. | 696,896 | $58.5M | 0.12% | +127,811+22.5% | Added |
| Credit Suisse AG | 706,519 | $59.2M | 0.06% | +91,199+14.8% | Added |
| Rhumbline Advisers | 720,988 | $60.4M | 0.08% | +18,268+2.6% | Added |
| Great West Life Assurance Co | 718,169 | $60.6M | 0.16% | +41,227+6.1% | Added |
| New York State Common Retirement Fund | 764,041 | $64.1M | 0.09% | +19,100+2.6% | Added |
| Bahl & Gaynor Inc | 784,463 | $65.8M | 0.41% | +60,546+8.4% | Added |
| Personal Capital Advisors Corp | 809,092 | $67.8M | 0.33% | −1,546−0.2% | Reduced |
| BNP Paribas Arbitrage, SA | 809,676 | $67.9M | 0.17% | +382,483+89.5% | Added |
| Panagora Asset Management Inc | 835,253 | $70.0M | 0.46% | −32,695−3.8% | Reduced |
| TD Asset Management Inc | 860,986 | $72.2M | 0.09% | +9,053+1.1% | Added |
| 1832 Asset Management L.P. | 886,087 | $74.3M | 0.15% | −47,913−5.1% | Reduced |
| Jennison Associates LLC | 898,025 | $75.3M | 0.08% | −130,029−12.6% | Reduced |
| Bank of Montreal | 909,961 | $78.9M | 0.06% | +457,902+101.3% | Added |
| Gabelli Funds LLC | 1,008,900 | $84.6M | 0.66% | −2,350−0.2% | Reduced |
| M&G Investment Management Ltd | 1,011,313 | $85.0M | 0.63% | +79,783+8.6% | Added |
| APG Asset Management N.V. | 1,027,003 | $86.1M | 0.16% | +56,875+5.9% | Added |
| First Trust Advisors LP | 1,054,937 | $88.5M | 0.11% | +171,531+19.4% | Added |
| Principal Financial Group Inc | 1,115,518 | $93.5M | 0.07% | −789,302−41.4% | Reduced |
| HSBC Holdings PLC | 1,138,210 | $95.4M | 0.12% | +382,645+50.6% | Added |
| UBS Group AG | 1,148,147 | $96.3M | 0.05% | +466,163+68.4% | Added |
| Ensign Peak Advisors, Inc | 1,150,250 | $96.4M | 0.22% | −161,314−12.3% | Reduced |
| Zimmer Partners, LP | 1,185,894 | $99.4M | 2.00% | +500,100+72.9% | Added |
| Dimensional Fund Advisors LP | 1,186,483 | $99.5M | 0.03% | −5,463−0.5% | Reduced |
| Millennium Management LLC | 1,284,122 | $107.7M | 0.12% | +19,959+1.6% | Added |
| Macquarie Group Ltd | 1,854,843 | $113.6M | 0.13% | +538,883+40.9% | Added |
| Nuveen Asset Management, LLC | 1,391,423 | $116.7M | 0.05% | +117,748+9.2% | Added |
| Swiss National Bank | 1,408,033 | $118.0M | 0.08% | −86,545−5.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,458,439 | $122.3M | 0.10% | −205,811−12.4% | Reduced |
| FMR LLC | 1,558,471 | $130.7M | 0.01% | −147,468−8.6% | Reduced |
| Massachusetts Financial Services Co | 1,616,025 | $135.5M | 0.05% | +9,041+0.6% | Added |
| Duff & Phelps Investment Management Co | 1,750,569 | $146.8M | 1.78% | +7,721+0.4% | Added |
| Man Group plc | 1,799,809 | $150.9M | 0.54% | +125,355+7.5% | Added |
| Brookfield Asset Management Inc. | 1,821,472 | $152.7M | 0.58% | +288,836+18.8% | Added |
| American Century Companies Inc | 2,008,829 | $168.4M | 0.14% | +126,281+6.7% | Added |
| Franklin Resources Inc | 2,235,032 | $187.4M | 0.10% | −178,151−7.4% | Reduced |
| Goldman Sachs Group Inc | 2,291,361 | $192.1M | 0.05% | −203,035−8.1% | Reduced |
| California Public Employees Retirement System | 2,298,044 | $192.7M | 0.16% | −147,352−6.0% | Reduced |
| Deutsche Bank AG | 2,569,682 | $215.4M | 0.12% | +319,344+14.2% | Added |
| Amundi | 2,548,662 | $218.7M | 0.12% | +495,930+24.2% | Added |
| Caisse de Depot Et Placement du Quebec | 2,642,037 | $221.5M | 0.68% | −1,255,500−32.2% | Reduced |
| Ameriprise Financial Inc | 3,021,760 | $253.3M | 0.09% | −23,056−0.8% | Reduced |
| Bank of America Corp | 3,038,024 | $254.7M | 0.03% | +545,092+21.9% | Added |
| Wellington Management Group LLP | 3,045,423 | $255.3M | 0.05% | +70,958+2.4% | Added |
| Royal Bank of Canada | 3,077,147 | $258.0M | 0.08% | +146,972+5.0% | Added |
| Pictet Asset Management SA | 3,078,087 | $258.1M | 0.37% | +13,681+0.4% | Added |
| Invesco Ltd. | 3,127,540 | $262.2M | 0.08% | +121,881+4.1% | Added |
| Norges Bank | 3,271,259 | $274.3M | 0.07% | −343,284−9.5% | Reduced |
| Bank of New York Mellon Corp | 3,304,165 | $277.0M | 0.06% | +98,773+3.1% | Added |
| Public Sector Pension Investment Board | 3,397,064 | $284.8M | 2.27% | +503,828+17.4% | Added |
| UBS Asset Management Americas Inc | 3,525,531 | $295.6M | 0.15% | +105,483+3.1% | Added |
| Morgan Stanley | 3,589,866 | $301.0M | 0.03% | +482,554+15.5% | Added |
| Nordea Investment Management AB | 3,959,292 | $335.4M | 0.52% | −72,002−1.8% | Reduced |
| Northern Trust Corp | 4,348,776 | $364.6M | 0.08% | +151,141+3.6% | Added |
| Legal & General Group Plc | 5,632,170 | $472.2M | 0.18% | +69,826+1.3% | Added |
| Magellan Asset Management Ltd | 6,011,953 | $504.0M | 4.31% | −862,298−12.5% | Reduced |
| Charles Schwab Investment Management Inc | 6,566,970 | $531.6M | 0.17% | +97,353+1.5% | Added |
| Geode Capital Management, LLC | 7,423,829 | $621.3M | 0.09% | +184,614+2.6% | Added |
| Wells Fargo & Company | 7,542,540 | $632.4M | 0.20% | +24,784+0.3% | Added |
| State Street Corp | 25,294,292 | $2.12B | 0.12% | +111,880+0.4% | Added |
| BlackRock Inc. | 38,124,678 | $3.20B | 0.10% | +1,268,559+3.4% | Added |
| Vanguard Group Inc | 45,116,646 | $3.78B | 0.10% | +703,190+1.6% | Added |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −695,707−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −392,970−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −114,615−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −93,261−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −64,399−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −62,510−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −50,149−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −45,718−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −39,410−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −34,084−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,649−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −17,570−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,544−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,661−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,694−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,470−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −5,655−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |