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 |
|---|---|---|---|---|---|
| Summit X, LLC | 4,813 | $406.6K | 0.12% | −71−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 4,774 | $400.2K | 0.01% | +879+22.6% | Added |
| Ingalls & Snyder LLC | 4,761 | $399.0K | 0.02% | +40+0.8% | Added |
| Charter Trust Co | 4,731 | $396.6K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 4,705 | $394.5K | 0.28% | +4,705 | New |
| Asset Management Resources, LLC | 4,671 | $391.6K | 0.42% | −144−3.0% | Reduced |
| South Dakota Investment Council | 4,600 | $386.0K | 0.01% | +4,600 | New |
| Coastal Bridge Advisors, LLC | 4,603 | $385.9K | 0.11% | −963−17.3% | Reduced |
| CIBC Private Wealth Group, LLC | 6,428 | $384.5K | 0.00% | −292−4.3% | Reduced |
| Shore Point Advisors, LLC | 4,543 | $380.9K | 0.31% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 4,524 | $379.3K | 0.07% | +4,524 | New |
| Orion Portfolio Solutions, LLC | 4,492 | $376.6K | 0.01% | +165+3.8% | Added |
| McKinley Carter Wealth Services, Inc. | 4,466 | $374.4K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,456 | $373.6K | 0.01% | −121−2.6% | Reduced |
| Private Advisor Group, LLC | 14,199 | $369.5K | 0.02% | +1,824+14.7% | Added |
| Clifford Swan Investment Counsel LLC | 4,388 | $367.9K | 0.02% | +7+0.2% | Added |
| Cullinan Associates Inc | 4,357 | $365.0K | 0.02% | +4,357 | New |
| Williams Jones Wealth Management, LLC. | 4,347 | $364.5K | 0.01% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,336 | $363.6K | 0.01% | −228−5.0% | Reduced |
| Parallel Advisors, LLC | 4,332 | $363.3K | 0.02% | +436+11.2% | Added |
| Quadrant Capital Group LLC | 4,318 | $362.0K | 0.04% | +461+12.0% | Added |
| Toroso Investments, LLC | 4,305 | $361.0K | 0.01% | −1,426−24.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4,279 | $358.8K | 0.00% | −8,097−65.4% | Reduced |
| Cigna Investments Inc | 4,262 | $358.0K | 0.07% | 00.0% | Unchanged |
| Grace & White Inc | 4,200 | $352.1K | 0.07% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,198 | $352.0K | 0.04% | +4,198 | New |
| Wealthstar Advisors, LLC | 4,198 | $352.0K | 0.16% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,182 | $350.6K | 0.18% | +10+0.2% | Added |
| Hemington Wealth Management | 4,181 | $350.0K | 0.15% | +76+1.9% | Added |
| Parsons Capital Management Inc | 4,169 | $349.5K | 0.03% | +120+3.0% | Added |
| Sequoia Financial Advisors, LLC | 4,167 | $349.4K | 0.01% | +713+20.6% | Added |
| Marble Harbor Investment Counsel, LLC | 4,161 | $348.9K | 0.05% | −100−2.3% | Reduced |
| FourThought Financial Partners, LLC | 4,108 | $344.5K | 0.05% | +4,108 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,097 | $343.5K | 0.00% | −23,919−85.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,095 | $343.3K | 0.03% | +1,117+37.5% | Added |
| MAI Capital Management | 4,072 | $341.4K | 0.01% | +308+8.2% | Added |
| Symmetry Partners, LLC | 4,000 | $335.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 3,981 | $333.8K | 0.01% | −337−7.8% | Reduced |
| Schechter Investment Advisors, LLC | 3,967 | $332.6K | 0.03% | +367+10.2% | Added |
| Zacks Investment Management | 3,956 | $331.6K | 0.00% | +3+0.1% | Added |
| Snowden Capital Advisors LLC | 3,950 | $331.2K | 0.01% | −327−7.6% | Reduced |
| Veriti Management LLC | 3,945 | $330.8K | 0.04% | +320+8.8% | Added |
| Melfa Wealth Management, LLC | 3,869 | $324.4K | 0.34% | +3,869 | New |
| Cedrus LLC | 3,863 | $323.9K | 0.26% | +941+32.2% | Added |
| Global Retirement Partners, LLC | 3,847 | $322.5K | 0.02% | +1,145+42.4% | Added |
| Fund Management at Engine No. 1 LLC | 3,834 | $321.4K | 0.08% | +504+15.1% | Added |
| Mayflower Financial Advisors, LLC | 3,810 | $319.4K | 0.04% | +282+8.0% | Added |
| Sandy Spring Bank | 3,809 | $319.4K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,800 | $318.6K | 0.16% | 00.0% | Unchanged |
| Lincoln National Corp | 3,711 | $311.2K | 0.01% | +281+8.2% | Added |
| KC Investment Advisors, LLC | 3,707 | $311.0K | 0.29% | −1,703−31.5% | Reduced |
| Amica Retiree Medical Trust | 3,702 | $310.0K | 0.40% | +3,702 | New |
| Inceptionr LLC | 3,697 | $310.0K | 0.16% | +3,697 | New |
| Telemus Capital, LLC | 3,612 | $309.9K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,692 | $309.0K | 0.00% | −67−1.8% | Reduced |
| Centre Asset Management, LLC | 3,638 | $305.0K | 0.08% | −76−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,637 | $304.9K | 0.00% | −3,500−49.0% | Reduced |
| Congress Wealth Management LLC | 3,596 | $301.5K | 0.01% | +256+7.7% | Added |
| Strait & Sound Wealth Management LLC | 3,562 | $298.2K | 0.33% | +3,562 | New |
| Apollon Wealth Management, LLC | 3,511 | $294.4K | 0.02% | −25−0.7% | Reduced |
| Smithfield Trust Co | 3,486 | $294.0K | 0.02% | −24−0.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,479 | $291.6K | 0.11% | +40+1.2% | Added |
| Pine Haven Investment Counsel, Inc | 3,451 | $289.3K | 0.32% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 3,431 | $287.7K | 0.04% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 3,413 | $286.1K | 0.06% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 3,376 | $283.0K | 0.01% | +3,376 | New |
| FC Advisory LLC | 3,369 | $282.5K | 0.13% | +26+0.8% | Added |
| Glenview Trust Co | 3,327 | $278.9K | 0.01% | +12+0.4% | Added |
| HM Payson & Co | 3,320 | $278.3K | 0.01% | +49+1.5% | Added |
| Fox Run Management, L.L.C. | 3,306 | $277.2K | 0.11% | +3,306 | New |
| Ieq Capital, LLC | 3,290 | $275.8K | 0.01% | −4,012−54.9% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,281 | $275.1K | 0.14% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,274 | $274.5K | 0.06% | +8+0.2% | Added |
| Trust Co of Vermont | 3,269 | $274.1K | 0.02% | −562−14.7% | Reduced |
| Occudo Quantitative Strategies LP | 3,247 | $272.2K | 0.03% | +3,247 | New |
| Marino, Stram & Associates LLC | 3,239 | $271.5K | 0.09% | +19+0.6% | Added |
| Johnson Midwest Financial, LLC | 3,223 | $270.0K | 0.99% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,212 | $269.0K | 0.02% | −13−0.4% | Reduced |
| CSM Advisors, LLC | 3,195 | $268.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $268.0K | 0.06% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,162 | $265.0K | 0.15% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,157 | $264.7K | 0.05% | +15+0.5% | Added |
| Gateway Investment Advisers LLC | 3,142 | $263.4K | 0.00% | +286+10.0% | Added |
| Hantz Financial Services, Inc. | 3,127 | $262.0K | 0.01% | +116+3.9% | Added |
| Clear Harbor Asset Management, LLC | 3,120 | $261.6K | 0.03% | +3,120 | New |
| Parcion Private Wealth LLC | 3,090 | $259.1K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,086 | $259.0K | 0.01% | −88−2.8% | Reduced |
| Boothbay Fund Management, LLC | 3,088 | $258.9K | 0.01% | −2,151−41.1% | Reduced |
| Financial Counselors Inc | 3,073 | $258.0K | 0.01% | −25−0.8% | Reduced |
| Berkshire Bank | 3,063 | $256.8K | 0.08% | −1,285−29.6% | Reduced |
| Coldstream Capital Management Inc | 3,046 | $255.4K | 0.01% | +3,046 | New |
| Black Diamond Financial, LLC | 3,044 | $255.2K | 0.09% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,044 | $255.2K | 0.08% | +411+15.6% | Added |
| Cadence Wealth Management LLC | 3,042 | $255.1K | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,037 | $254.7K | 0.01% | +10.0% | Added |
| Jump Financial, LLC | 3,037 | $254.6K | 0.01% | −21,020−87.4% | Reduced |
| Citizens Financial Group Inc | 3,037 | $254.6K | 0.01% | +3,037 | New |
| Strategy Asset Managers LLC | 3,035 | $254.0K | 0.06% | −151−4.7% | Reduced |
| NorthRock Partners, LLC | 3,023 | $253.4K | 0.03% | −196−6.1% | Reduced |
| Clarius Group, LLC | 3,013 | $253.0K | 0.02% | +3,013 | New |