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 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 19,322 | $1.62M | 0.04% | +6,673+52.8% | Added |
| Atria Investments LLC | 19,266 | $1.62M | 0.03% | +1,740+9.9% | Added |
| Edgemoor Investment Advisors, Inc. | 19,262 | $1.61M | 0.20% | 00.0% | Unchanged |
| JB Capital LLC | 19,237 | $1.61M | 0.16% | −56−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 19,154 | $1.61M | 0.04% | +60+0.3% | Added |
| Thrivent Financial for Lutherans | 19,116 | $1.60M | 0.00% | +147+0.8% | Added |
| 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 |
| Stratos Wealth Advisors, LLC | 18,962 | $1.59M | 0.13% | −50−0.3% | Reduced |
| IFP Advisors, Inc | 27,420 | $1.59M | 0.05% | +14,939+119.7% | Added |
| Connectus Wealth, LLC | 18,818 | $1.58M | 0.04% | −100−0.5% | Reduced |
| Principle Wealth Partners LLC | 18,468 | $1.55M | 0.18% | +696+3.9% | Added |
| O'Shaughnessy Asset Management, LLC | 18,161 | $1.52M | 0.02% | −570−3.0% | Reduced |
| Icon Advisers Inc | 18,000 | $1.51M | 0.39% | −1,400−7.2% | Reduced |
| Welch & Forbes LLC | 17,991 | $1.51M | 0.03% | −387−2.1% | Reduced |
| Everence Capital Management Inc | 17,960 | $1.51M | 0.13% | +10,190+131.1% | Added |
| Keybank National Association | 17,941 | $1.50M | 0.01% | −1,682−8.6% | Reduced |
| Tiaa, FSB | 17,502 | $1.47M | 0.01% | −1,439−7.6% | Reduced |
| JustInvest LLC | 16,806 | $1.41M | 0.06% | −433−2.5% | Reduced |
| Profund Advisors LLC | 16,705 | $1.40M | 0.09% | −593−3.4% | Reduced |
| New Mexico Educational Retirement Board | 16,616 | $1.39M | 0.07% | −1,000−5.7% | Reduced |
| GWM Advisors LLC | 28,707 | $1.35M | 0.04% | +2,023+7.6% | Added |
| Rockefeller Capital Management L.P. | 15,935 | $1.34M | 0.01% | +2,090+15.1% | Added |
| Holocene Advisors, LP | 15,829 | $1.33M | 0.01% | −54,164−77.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.32M | 0.15% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 15,230 | $1.31M | 0.38% | +545+3.7% | Added |
| Beacon Pointe Advisors, LLC | 15,023 | $1.26M | 0.02% | +1,575+11.7% | Added |
| Members Capital Advisors Inc | 15,000 | $1.26M | 0.90% | 00.0% | Unchanged |
| Brookstone Capital Management | 14,641 | $1.26M | 0.03% | +529+3.7% | Added |
| MJP Associates Inc | 14,806 | $1.24M | 0.37% | +108+0.7% | Added |
| Sowa Financial Group, Inc. | 14,672 | $1.23M | 0.92% | +9+0.1% | Added |
| Lido Advisors, LLC | 14,529 | $1.22M | 0.02% | +4,694+47.7% | Added |
| Renaissance Technologies LLC | 14,380 | $1.21M | 0.00% | −455,900−96.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 14,291 | $1.20M | 1.14% | +4,078+39.9% | Added |
| Heritage Trust Co | 14,208 | $1.19M | 0.19% | +11+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,791 | $1.16M | 0.02% | +1,048+8.2% | Added |
| Cetera Advisors LLC | 13,725 | $1.15M | 0.02% | +5,704+71.1% | Added |
| National Asset Management, Inc. | 13,652 | $1.14M | 0.03% | +3,852+39.3% | Added |
| Essex Financial Services, Inc. | 13,618 | $1.14M | 0.12% | +732+5.7% | Added |
| Nations Financial Group Inc, | 13,582 | $1.14M | 0.13% | +13,582 | New |
| Achmea Investment Management B.V. | 14,095 | $1.11M | 0.04% | 00.0% | Unchanged |
| Colony Group LLC | 13,117 | $1.10M | 0.02% | +8,772+201.9% | Added |
| SC&H Financial Advisors, Inc. | 13,106 | $1.10M | 0.46% | −406−3.0% | Reduced |
| Claro Advisors LLC | 13,066 | $1.10M | 0.36% | −740−5.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,900 | $1.08M | 1.22% | +200+1.6% | Added |
| Martingale Asset Management L P | 12,828 | $1.08M | 0.02% | −397−3.0% | Reduced |
| Richard Bernstein Advisors LLC | 12,681 | $1.06M | 0.02% | +12,681 | New |
| United Services Automobile Association | 12,588 | $1.06M | 0.02% | 00.0% | Unchanged |
| 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 |
| Moneta Group Investment Advisors LLC | 12,753 | $1.05M | 0.03% | +298+2.4% | Added |
| Allworth Financial LP | 12,464 | $1.04M | 0.01% | −173−1.4% | Reduced |
| Metis Global Partners, LLC | 12,457 | $1.04M | 0.09% | +7,312+142.1% | Added |
| Assenagon Asset Management S.A. | 12,446 | $1.04M | 0.00% | −27−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,415 | $1.04M | 0.09% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 12,088 | $1.01M | 0.05% | −19,042−61.2% | Reduced |
| Regions Financial Corp | 11,977 | $1.00M | 0.01% | −707−5.6% | Reduced |
| Heritage Financial Services, LLC | 11,941 | $1.00M | 0.25% | −301−2.5% | Reduced |
| Proequities, Inc. | 11,877 | $995.7K | 0.08% | +243+2.1% | Added |
| Quadrature Capital Ltd | 11,762 | $986.0K | 0.03% | −6,614−36.0% | Reduced |
| Kestra Private Wealth Services, LLC | 11,666 | $978.1K | 0.05% | −206−1.7% | Reduced |
| Csenge Advisory Group | 11,162 | $935.8K | 0.07% | +258+2.4% | Added |
| Wetherby Asset Management Inc | 11,113 | $931.7K | 0.06% | +2,213+24.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,916 | $915.2K | 0.02% | −1,952−15.2% | Reduced |
| Centerpoint Advisors, LLC | 10,883 | $912.0K | 0.43% | 00.0% | Unchanged |
| Presima Inc. | 10,830 | $908.0K | 0.26% | +1,600+17.3% | Added |
| Banque Pictet & Cie SA | 10,699 | $897.0K | 0.01% | −192−1.8% | Reduced |
| CWM, LLC | 10,558 | $885.0K | 0.01% | −127−1.2% | Reduced |
| Oppenheimer & Co Inc | 10,541 | $883.8K | 0.02% | −83−0.8% | Reduced |
| Rockland Trust Co | 10,531 | $883.0K | 0.06% | −618−5.5% | Reduced |
| Anchor Capital Advisors LLC | 10,297 | $863.3K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,240 | $858.5K | 0.04% | −591−5.5% | Reduced |
| Cox Capital Mgt LLC | 10,187 | $854.1K | 0.56% | +364+3.7% | Added |
| Baker Ellis Asset Management LLC | 10,133 | $849.6K | 0.16% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10,125 | $848.9K | 0.25% | +10,125 | New |
| Resources Investment Advisors, LLC. | 9,904 | $830.3K | 0.02% | +782+8.6% | Added |
| Finer Wealth Management, Inc. | 9,877 | $828.1K | 0.77% | 00.0% | Unchanged |
| St Germain D J Co Inc | 28,683 | $825.8K | 0.28% | −607−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,841 | $825.0K | 0.03% | −40,566−80.5% | Reduced |
| Armstrong Advisory Group, Inc | 9,807 | $822.2K | 0.11% | +9,807 | New |
| Whittier Trust Co | 9,723 | $815.2K | 0.02% | +1,187+13.9% | Added |
| My Legacy Advisors, LLC | 10,142 | $814.9K | 0.35% | +510+5.3% | Added |
| Federation des caisses Desjardins du Quebec | 9,655 | $809.5K | 0.01% | +1,427+17.3% | Added |
| HBK Sorce Advisory LLC | 9,576 | $803.0K | 0.02% | +4,893+104.5% | Added |
| Valley Brook Capital Group | 9,502 | $796.6K | 0.76% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,483 | $795.1K | 0.18% | +42+0.4% | Added |
| Chatham Capital Group, Inc. | 9,331 | $782.3K | 0.18% | 00.0% | Unchanged |
| Toews Corp | 9,300 | $779.7K | 0.39% | −3,800−29.0% | Reduced |
| Bard Financial Services, Inc. | 9,283 | $778.0K | 0.07% | +17+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,185 | $770.1K | 0.04% | +4,762+107.7% | Added |
| South State Corp. | 9,175 | $769.2K | 0.07% | −499−5.2% | Reduced |
| Valmark Advisers, Inc. | 9,141 | $766.4K | 0.02% | +554+6.5% | Added |
| New England Capital Financial Advisors LLC | 9,602 | $765.6K | 0.54% | +9,602 | New |
| Bleakley Financial Group, LLC | 9,124 | $764.9K | 0.03% | +9,124 | New |
| CAPROCK Group, Inc. | 9,113 | $764.1K | 0.07% | +1,263+16.1% | Added |
| Stratos Wealth Partners, LTD. | 9,061 | $759.7K | 0.02% | +1,012+12.6% | Added |
| Destination Wealth Management | 9,047 | $758.5K | 0.03% | +203+2.3% | Added |
| Empirical Finance, LLC | 9,032 | $757.2K | 0.08% | +725+8.7% | Added |
| Arete Wealth Advisors, LLC | 9,198 | $755.6K | 0.07% | +30+0.3% | Added |
| Colony Family Offices, LLC | 8,954 | $750.7K | 0.31% | +100+1.1% | Added |