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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 8,898 | $746.0K | 0.05% | −1,796−16.8% | Reduced |
| McDonald Partners LLC | 8,872 | $743.8K | 0.25% | +173+2.0% | Added |
| Mirabella Financial Services LLP | 8,815 | $739.0K | 0.07% | +2,061+30.5% | Added |
| Acadian Asset Management LLC | 8,732 | $731.0K | 0.00% | −20,526−70.2% | Reduced |
| Unigestion Holding SA | 8,483 | $721.7K | 0.04% | −121−1.4% | Reduced |
| Versor Investments LP | 8,568 | $718.3K | 0.06% | +8,568 | New |
| Brown Advisory Inc | 8,472 | $710.3K | 0.00% | +3,498+70.3% | Added |
| Cape Cod Five Cents Savings Bank | 8,359 | $700.8K | 0.08% | −209−2.4% | Reduced |
| Assetmark, Inc | 8,105 | $679.5K | 0.00% | −5,358−39.8% | Reduced |
| Prossimo Advisors, LLC | 8,080 | $677.0K | 1.56% | +8,080 | New |
| Bridgeworth, LLC | 8,056 | $675.4K | 0.11% | +32+0.4% | Added |
| Balentine LLC | 8,033 | $673.5K | 0.02% | +1,189+17.4% | Added |
| Sherbrooke Park Advisers LLC | 8,000 | $670.7K | 0.49% | +8,000 | New |
| Bokf, NA | 7,919 | $663.9K | 0.01% | −565−6.7% | Reduced |
| BKD Wealth Advisors, LLC | 7,900 | $662.4K | 0.02% | +193+2.5% | Added |
| Crestwood Advisors Group LLC | 7,857 | $658.7K | 0.02% | −98−1.2% | Reduced |
| Flputnam Investment Management Co | 7,851 | $658.2K | 0.02% | +539+7.4% | Added |
| Oppenheimer Asset Management Inc. | 7,832 | $656.6K | 0.01% | +1,413+22.0% | Added |
| Veritable, L.P. | 7,655 | $641.8K | 0.01% | −524−6.4% | Reduced |
| Mondrian Investment Partners LTD | 7,536 | $632.0K | 0.01% | +1,475+24.3% | Added |
| Mystic Asset Management, Inc. | 7,511 | $629.7K | 0.36% | −100−1.3% | Reduced |
| Fiduciary Trust Co | 7,439 | $623.7K | 0.01% | −18−0.2% | Reduced |
| Strategic Investment Advisors | 7,257 | $608.4K | 0.13% | −404−5.3% | Reduced |
| Hills Bank & Trust Co | 7,188 | $603.0K | 0.09% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,077 | $593.3K | 0.02% | −611−7.9% | Reduced |
| Wedbush Securities Inc | 6,855 | $575.0K | 0.03% | +1,201+21.2% | Added |
| Prosperity Wealth Management, Inc. | 6,844 | $573.8K | 0.57% | +6,844 | New |
| Midwest Professional Planners, LTD. | 6,806 | $570.6K | 0.32% | +157+2.4% | Added |
| Wealthspire Advisors, LLC | 6,774 | $567.9K | 0.01% | +1,197+21.5% | Added |
| FineMark National Bank & Trust | 6,672 | $559.4K | 0.03% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,560 | $550.0K | 0.20% | 00.0% | Unchanged |
| Eastern Bank | 6,559 | $549.9K | 0.03% | +2,000+43.9% | Added |
| Aevitas Wealth Management, Inc. | 6,500 | $545.0K | 0.32% | +154+2.4% | Added |
| International Assets Investment Management, LLC | 218,022 | $544.9K | 0.06% | +215,762+9,547.0% | Added |
| Huntington National Bank | 6,490 | $544.1K | 0.01% | −244−3.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,484 | $544.0K | 0.05% | +196+3.1% | Added |
| Winton Group Ltd | 6,420 | $538.3K | 0.04% | −8,135−55.9% | Reduced |
| Davenport & Co LLC | 6,394 | $536.0K | 0.00% | −1,246−16.3% | Reduced |
| Two Sigma Advisers, LP | 6,300 | $528.2K | 0.00% | −176,900−96.6% | Reduced |
| Signaturefd, LLC | 6,231 | $522.4K | 0.02% | +1,853+42.3% | Added |
| Raymond James Trust N.A. | 6,227 | $522.0K | 0.02% | +1,363+28.0% | Added |
| Segall Bryant & Hamill, LLC | 6,210 | $520.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,162 | $516.6K | 0.02% | +6,162 | New |
| Savior LLC | 6,150 | $515.6K | 0.46% | −13−0.2% | Reduced |
| Krane Funds Advisors LLC | 6,018 | $505.0K | 0.02% | +6,018 | New |
| Empirical Asset Management, LLC | 6,506 | $503.5K | 0.53% | −247−3.7% | Reduced |
| Opus Investment Management Inc | 6,000 | $503.0K | 0.18% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,968 | $500.4K | 0.05% | −50−0.8% | Reduced |
| Pathstone Family Office, LLC | 11,804 | $498.4K | 0.01% | +3,367+39.9% | Added |
| Barber Financial Group, Inc. | 5,912 | $495.7K | 0.14% | −46−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 5,886 | $493.5K | 0.05% | +106+1.8% | Added |
| Sound Income Strategies, LLC | 5,885 | $493.4K | 0.06% | −7−0.1% | Reduced |
| AIA Group Ltd | 5,810 | $487.1K | 0.03% | −7,197−55.3% | Reduced |
| Gofen & Glossberg LLC | 5,806 | $487.0K | 0.01% | +283+5.1% | Added |
| NewEdge Wealth, LLC | 5,796 | $485.9K | 0.02% | +1,343+30.2% | Added |
| Horizon Investments, LLC | 5,758 | $483.0K | 0.01% | −716−11.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,699 | $477.8K | 0.02% | +5,699 | New |
| Summit Financial, LLC | 5,691 | $477.1K | 0.04% | −5,025−46.9% | Reduced |
| First Manhattan Co | 5,625 | $471.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5,624 | $471.5K | 0.01% | −7−0.1% | Reduced |
| Greenleaf Trust | 5,592 | $469.0K | 0.01% | +1,374+32.6% | Added |
| Barry Investment Advisors, LLC | 5,541 | $464.6K | 0.15% | +4+0.1% | Added |
| Boston Financial Mangement LLC | 5,523 | $463.1K | 0.02% | −205−3.6% | Reduced |
| J.W. Cole Advisors, Inc. | 5,516 | $462.5K | 0.04% | +12+0.2% | Added |
| Spire Wealth Management | 5,469 | $459.0K | 0.03% | +176+3.3% | Added |
| Outlook Wealth Advisors, LLC | 5,472 | $458.7K | 0.22% | +17+0.3% | Added |
| Desjardins Global Asset Management Inc. | 5,476 | $458.0K | 0.07% | −4,771−46.6% | Reduced |
| Bickling Financial Services, Inc. | 5,460 | $457.8K | 0.29% | +5,460 | New |
| Centiva Capital, LP | 5,451 | $457.0K | 0.04% | +5,451 | New |
| Beaumont Financial Advisors, LLC | 5,439 | $456.0K | 0.05% | +5,439 | New |
| American State Bank (Iowa) | 5,436 | $455.8K | 0.35% | 00.0% | Unchanged |
| Thomasville National Bank | 5,399 | $453.0K | 0.05% | 00.0% | Unchanged |
| Ergoteles LLC | 5,396 | $452.4K | 0.02% | −67,253−92.6% | Reduced |
| Aspire Private Capital, LLC | 5,387 | $451.7K | 0.16% | −112−2.0% | Reduced |
| Continuum Advisory, LLC | 5,373 | $450.5K | 0.08% | +161+3.1% | Added |
| Concord Wealth Partners | 5,370 | $450.3K | 0.14% | +37+0.7% | Added |
| Knuff & Co LLC | 5,358 | $449.2K | 0.19% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 5,338 | $447.6K | 0.03% | −197−3.6% | Reduced |
| KCM Investment Advisors LLC | 5,328 | $447.0K | 0.02% | −76−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,258 | $440.8K | 0.03% | +189+3.7% | Added |
| Sawtooth Solutions, LLC | 5,250 | $440.2K | 0.06% | −130−2.4% | Reduced |
| Cambridge Trust Co | 5,233 | $439.0K | 0.02% | −500−8.7% | Reduced |
| Great Lakes Advisors, LLC | 5,222 | $437.8K | 0.03% | −78−1.5% | Reduced |
| Atria Wealth Solutions, Inc. | 5,154 | $432.1K | 0.01% | +2,556+98.4% | Added |
| Sterling Investment Counsel, LLC | 5,152 | $431.9K | 0.27% | 00.0% | Unchanged |
| Spinnaker Trust | 5,141 | $431.0K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,141 | $431.0K | 0.04% | +133+2.7% | Added |
| United Capital Financial Advisers, LLC | 5,141 | $431.0K | 0.00% | +73+1.4% | Added |
| Connecticut Wealth Management, LLC | 5,108 | $428.3K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,091 | $427.0K | 0.04% | +38+0.8% | Added |
| Jane Street Group, LLC | 5,091 | $426.8K | 0.00% | −74,989−93.6% | Reduced |
| Prio Wealth Limited Partnership | 5,023 | $421.1K | 0.02% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,016 | $420.5K | 0.32% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,014 | $420.4K | 0.01% | +117+2.4% | Added |
| RFG Advisory, LLC | 5,196 | $417.5K | 0.02% | +635+13.9% | Added |
| Kraematon Investment Advisors, Inc | 4,959 | $415.8K | 0.45% | +25+0.5% | Added |
| Alpha Cubed Investments, LLC | 4,911 | $411.7K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 4,905 | $411.2K | 0.01% | +1,323+36.9% | Added |
| Ballentine Partners, LLC | 4,869 | $408.2K | 0.01% | +306+6.7% | Added |
| Modera Wealth Management, LLC | 4,855 | $407.0K | 0.02% | −36−0.7% | Reduced |