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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 291,244 | $24.4M | 0.18% | +63,522+27.9% | Added |
| Raymond James & Associates | 281,929 | $23.6M | 0.02% | +11,886+4.4% | Added |
| State of Wisconsin Investment Board | 281,403 | $23.6M | 0.08% | −32,070−10.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 250,252 | $21.1M | 0.06% | +27,390+12.3% | Added |
| Commonwealth Equity Services, LLC | 249,919 | $21.0M | 0.05% | −431−0.2% | Reduced |
| Victory Capital Management Inc | 246,142 | $20.6M | 0.02% | −70,250−22.2% | Reduced |
| Clean Energy Transition LLP | 244,895 | $20.5M | 3.28% | −66,392−21.3% | Reduced |
| RWC Asset Management LLP | 242,883 | $20.4M | 0.64% | +79,846+49.0% | Added |
| Public Employees Retirement System of Ohio | 230,032 | $19.3M | 0.08% | −282−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 226,152 | $19.0M | 0.96% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 223,376 | $18.7M | 0.60% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 217,226 | $18.2M | 0.31% | +201,826+1,310.6% | Added |
| Epoch Investment Partners, Inc. | 217,192 | $18.2M | 0.11% | +2,886+1.3% | Added |
| Dana Investment Advisors, Inc. | 215,999 | $18.1M | 0.95% | +6,831+3.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 215,495 | $18.1M | 0.10% | +18,904+9.6% | Added |
| Brandywine Global Investment Management, LLC | 206,268 | $17.3M | 0.14% | −15,861−7.1% | Reduced |
| ZWJ Investment Counsel Inc | 203,309 | $17.0M | 0.96% | −6,310−3.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 201,413 | $16.9M | 0.07% | −11,023−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 201,109 | $16.9M | 0.18% | +3,557+1.8% | Added |
| State of New Jersey Common Pension Fund D | 200,869 | $16.8M | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 200,110 | $16.8M | 0.04% | +35,466+21.5% | Added |
| Asset Management One Co.,Ltd. | 195,511 | $16.6M | 0.08% | −5,255−2.6% | Reduced |
| Boston Common Asset Management, LLC | 195,451 | $16.4M | 0.78% | +27,802+16.6% | Added |
| LPL Financial LLC | 194,926 | $16.3M | 0.01% | +33,184+20.5% | Added |
| Natixis Advisors, L.P. | 191,340 | $16.0M | 0.06% | +16,859+9.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 187,386 | $15.7M | 0.03% | +8,004+4.5% | Added |
| Voya Investment Management LLC | 174,991 | $14.7M | 0.02% | −40,691−18.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 172,235 | $14.4M | 0.04% | +23,661+15.9% | Added |
| Vaughan David Investments LLC | 169,370 | $14.2M | 0.42% | −237,126−58.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 164,489 | $13.8M | 0.15% | −25,500−13.4% | Reduced |
| AMF Pensionsforsakring AB | 159,679 | $13.4M | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 159,827 | $13.4M | 0.02% | −4,100−2.5% | Reduced |
| Toronto Dominion Bank | 156,539 | $13.1M | 0.02% | +9,317+6.3% | Added |
| Treasurer of the State of North Carolina | 155,554 | $13.0M | 0.08% | −2,720−1.7% | Reduced |
| Tobam | 155,211 | $13.0M | 0.86% | −134,887−46.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 153,175 | $12.8M | 0.63% | +52,593+52.3% | Added |
| Envestnet Asset Management Inc | 149,886 | $12.6M | 0.01% | +7,910+5.6% | Added |
| Pacer Advisors, Inc. | 147,394 | $12.4M | 0.06% | +144,167+4,467.5% | Added |
| Susquehanna International Group, LLP | 146,482 | $12.3M | 0.02% | +122,110+501.0% | Added |
| DekaBank Deutsche Girozentrale | 143,700 | $12.3M | 0.03% | −132,225−47.9% | Reduced |
| Howland Capital Management LLC | 143,687 | $12.0M | 0.74% | −4,853−3.3% | Reduced |
| Premier Fund Managers Ltd | 141,606 | $12.0M | 0.47% | +94,728+202.1% | Added |
| Westpac Banking Corp | 143,605 | $12.0M | 0.18% | −10,050−6.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 143,487 | $12.0M | 0.02% | −79,349−35.6% | Reduced |
| Coann Capital LLC | 142,136 | $11.9M | 5.67% | +7,128+5.3% | Added |
| Covea Finance | 140,000 | $11.7M | 0.58% | −47,567−25.4% | Reduced |
| American International Group, Inc. | 138,702 | $11.6M | 0.08% | +5,826+4.4% | Added |
| Korea Investment CORP | 130,835 | $11.0M | 0.03% | −124,473−48.8% | Reduced |
| Advisor Group Holdings, Inc. | 122,992 | $10.3M | 0.02% | −1,889−1.5% | Reduced |
| DnB Asset Management AS | 122,326 | $10.3M | 0.07% | +915+0.8% | Added |
| Bradley Foster & Sargent Inc | 116,842 | $9.80M | 0.25% | +28,828+32.8% | Added |
| Bridgewater Associates, LP | 115,939 | $9.72M | 0.05% | +61,993+114.9% | Added |
| Retirement Systems of Alabama | 111,584 | $9.36M | 0.04% | −3,487−3.0% | Reduced |
| Maryland State Retirement & Pension System | 111,333 | $9.33M | 0.27% | +85,033+323.3% | Added |
| Schroder Investment Management Group | 107,432 | $9.01M | 0.01% | +7,071+7.0% | Added |
| Illinois Municipal Retirement Fund | 104,844 | $8.79M | 0.20% | +91,166+666.5% | Added |
| USS Investment Management Ltd | 102,212 | $8.57M | 0.12% | +12,700+14.2% | Added |
| National Bank of Canada | 101,608 | $8.52M | 0.02% | +84,960+510.3% | Added |
| Teachers Retirement System of the State of Kentucky | 100,097 | $8.39M | 0.09% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 95,449 | $8.00M | 0.06% | +969+1.0% | Added |
| State of Michigan Retirement System | 94,633 | $7.93M | 0.06% | +900+1.0% | Added |
| Arizona State Retirement System | 94,395 | $7.91M | 0.08% | +648+0.7% | Added |
| Moran Wealth Management, LLC | 93,492 | $7.84M | 0.30% | +93,492 | New |
| U.S. Capital Wealth Advisors, LLC | 92,634 | $7.77M | 0.36% | +2,607+2.9% | Added |
| MetLife Investment Management | 90,883 | $7.62M | 0.06% | −1,033−1.1% | Reduced |
| Fisher Asset Management, LLC | 90,179 | $7.56M | 0.01% | +431+0.5% | Added |
| Amalgamated Bank | 90,055 | $7.55M | 0.07% | +200+0.2% | Added |
| Commerce Bank | 89,315 | $7.49M | 0.06% | −2,911−3.2% | Reduced |
| US Bancorp | 88,758 | $7.44M | 0.01% | +31,347+54.6% | Added |
| Andra AP-fonden | 88,400 | $7.41M | 0.22% | −1,300−1.4% | Reduced |
| Forsta Ap-Fonden | 87,900 | $7.37M | 0.08% | −195,100−68.9% | Reduced |
| Van Eck Associates Corp | 82,925 | $6.95M | 0.02% | +12,946+18.5% | Added |
| Moors & Cabot, Inc. | 81,144 | $6.80M | 0.47% | +138+0.2% | Added |
| IFM Investors Pty Ltd | 81,049 | $6.80M | 0.11% | −19,389−19.3% | Reduced |
| Janney Montgomery Scott LLC | 75,862 | $6.36M | 0.02% | +6,042+8.7% | Added |
| Squarepoint Ops LLC | 75,195 | $6.30M | 0.05% | +25,574+51.5% | Added |
| Ethic Inc. | 73,929 | $6.20M | 0.33% | +8,271+12.6% | Added |
| AE Wealth Management LLC | 73,321 | $6.15M | 0.04% | +14,126+23.9% | Added |
| Creative Planning | 70,133 | $5.88M | 0.01% | +406+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 69,807 | $5.85M | 0.02% | +5,073+7.8% | Added |
| Yousif Capital Management, LLC | 69,185 | $5.80M | 0.08% | +2,831+4.3% | Added |
| Neuberger Berman Group LLC | 68,638 | $5.75M | 0.01% | −2,114−3.0% | Reduced |
| Agf Management Ltd | 67,390 | $5.65M | 0.04% | +67,390 | New |
| Mattern Capital Management, LLC | 66,252 | $5.55M | 1.03% | +2,099+3.3% | Added |
| Ossiam | 65,957 | $5.53M | 0.14% | −5,287−7.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 65,455 | $5.49M | 0.09% | −3,470−5.0% | Reduced |
| Xponance, Inc. | 64,763 | $5.43M | 0.09% | +8,091+14.3% | Added |
| Hennessy Advisors Inc | 64,575 | $5.41M | 0.36% | −4,300−6.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 63,500 | $5.32M | 0.03% | +6,959+12.3% | Added |
| Seeyond | 62,403 | $5.23M | 0.51% | +26,717+74.9% | Added |
| Advisors Asset Management, Inc. | 62,146 | $5.21M | 0.11% | +927+1.5% | Added |
| CIBC Asset Management Inc | 62,061 | $5.20M | 0.02% | +871+1.4% | Added |
| Utah Retirement Systems | 61,031 | $5.12M | 0.08% | −600−1.0% | Reduced |
| Vontobel Holding Ltd. | 59,765 | $5.04M | 0.05% | +12,072+25.3% | Added |
| ING Groep NV | 59,221 | $4.97M | 0.05% | +4,923+9.1% | Added |
| Storebrand Asset Management AS | 59,018 | $4.95M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 58,399 | $4.90M | 0.02% | −5,927−9.2% | Reduced |
| Mackenzie Financial Corp | 57,911 | $4.86M | 0.01% | −46,409−44.5% | Reduced |
| Truist Financial Corp | 57,724 | $4.84M | 0.01% | −2,924−4.8% | Reduced |
| Kingsview Wealth Management, LLC | 57,285 | $4.80M | 0.21% | −241−0.4% | Reduced |