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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.

Institutional holdersQ4 2022: 874 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ4 2022: $23.2B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2022.

Institutions holding ES in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capula Management Ltd0$00.00%−5,050−100.0%Sold out
Wells Trecaso Financial Group, LLC0$00.00%−5,047−100.0%Sold out
Duality Advisers, LP0$00.00%−4,915−100.0%Sold out
RWM Asset Management, LLC0$00.00%−3,361−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−3,294−100.0%Sold out
Magnetar Financial LLC0$00.00%−2,971−100.0%Sold out
Blueprint Investment Partners LLC0$00.00%−2,939−100.0%Sold out
Aaron Wealth Advisors0$00.00%−2,719−100.0%Sold out
SBB Research Group LLC0$00.00%−2,710−100.0%Sold out
Meeder Asset Management Inc0$00.00%−2,521−100.0%Sold out
Howe & Rusling Inc0$00.00%−2,253−100.0%Sold out
Spirit of America Management Corp0$00.00%−1,950−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−1,255−100.0%Sold out
Group One Trading, L.P.0$00.00%−900−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−828−100.0%Sold out
New England Asset Management Inc0$00.00%−817−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−522−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−443−100.0%Sold out
Riverview Trust Co0$00.00%−372−100.0%Sold out
Farmers & Merchants Trust Co of Chambersburg PA0$00.00%−190−100.0%Sold out
Morgan Dempsey Capital Management LLC0$00.00%−147−100.0%Sold out
Investors Asset Management of Georgia Inc0$00.00%−47−100.0%Sold out
Evoke Wealth, LLC0$00.00%−41−100.0%Sold out
American National Bank0$00.00%−18−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−12−100.0%Sold out
CFS Investment Advisory Services, LLC0$00.00%−76,479−100.0%Sold out
Eaton Vance Management––––Not filed
Agf Investments Inc.––––Not filed
Corient Capital Partners, LLC––––Not filed
BTR Capital Management Inc––––Not filed
Regentatlantic Capital LLC––––Not filed
Sante Capital Fund, LP––––Not filed
Inverness Counsel LLC––––Not filed
Redpoint Investment Management Pty Ltd––––Not filed
CPWM, LLC––––Not filed
Beaumont Financial Partners, LLC––––Not filed
FourThought Financial, LLC––––Not filed
American Portfolios Advisors––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
55I, LLC––––Not filed
NuWave Investment Management, LLC––––Not filed
American Research & Management Co.––––Not filed
AGF Investments LLC––––Not filed
Covington Capital Management––––Not filed
USA Financial Portformulas Corp––––Not filed