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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 3,010 | $252.3K | 0.00% | +159+5.6% | Added |
| Cable Hill Partners, LLC | 3,009 | $252.3K | 0.05% | +3,009 | New |
| Richard W. Paul & Associates, LLC | 3,003 | $251.7K | 0.13% | +3,003 | New |
| Davy Global Fund Management Ltd | 2,994 | $251.0K | 0.05% | +2,994 | New |
| Woodstock Corp | 2,986 | $250.3K | 0.03% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 2,981 | $249.9K | 0.06% | +11+0.4% | Added |
| Financial Advocates Investment Management | 2,964 | $248.5K | 0.02% | +10.0% | Added |
| Applied Capital LLC | 2,939 | $246.4K | 0.18% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 2,882 | $241.6K | 0.06% | +2,882 | New |
| Adviser Investments LLC | 2,807 | $240.9K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,871 | $240.7K | 0.01% | +96+3.5% | Added |
| Coastal Capital Group, Inc. | 2,984 | $232.7K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,760 | $232.0K | 0.00% | −2,754−49.9% | Reduced |
| SeaCrest Wealth Management, LLC | 2,758 | $231.3K | 0.03% | −8−0.3% | Reduced |
| Beaton Management Co. Inc. | 2,729 | $229.0K | 0.15% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,732 | $229.0K | 0.04% | +2,732 | New |
| Lockerman Financial Group, Inc. | 2,730 | $228.9K | 0.67% | +63+2.4% | Added |
| Wilkins Investment Counsel Inc | 2,700 | $226.0K | 0.06% | −300−10.0% | Reduced |
| Arkadios Wealth Advisors | 2,649 | $222.1K | 0.03% | +13+0.5% | Added |
| Dearborn Partners LLC | 2,648 | $222.0K | 0.01% | −467−15.0% | Reduced |
| Albion Financial Group | 2,644 | $221.7K | 0.02% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,642 | $221.5K | 0.02% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 2,642 | $221.5K | 0.09% | 00.0% | Unchanged |
| Econ Financial Services Corp | 2,631 | $220.6K | 0.22% | +21+0.8% | Added |
| Kula Investments, LLC | 2,629 | $220.4K | 0.08% | +2,629 | New |
| Romano Brothers and Company | 2,620 | $219.7K | 0.03% | +13+0.5% | Added |
| Conning Inc. | 2,584 | $216.6K | 0.01% | −14−0.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,584 | $216.6K | 0.07% | +2+0.1% | Added |
| Hilltop Holdings Inc. | 2,568 | $215.3K | 0.03% | −153−5.6% | Reduced |
| Northside Capital Management, LLC | 2,564 | $215.0K | 0.06% | +2,564 | New |
| Center for Financial Planning, Inc. | 2,547 | $213.5K | 0.05% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,533 | $212.0K | 0.06% | +2,533 | New |
| Burney Co | 2,527 | $211.9K | 0.01% | +2,527 | New |
| Stock Yards Bank & Trust Co | 2,505 | $210.0K | 0.01% | +2,505 | New |
| Tanager Wealth Management LLP | 2,497 | $209.3K | 0.06% | +2,497 | New |
| Sightline Wealth Advisors, LLC | 2,477 | $207.7K | 0.22% | +2,477 | New |
| Perigon Wealth Management, LLC | 2,444 | $204.9K | 0.01% | +2,444 | New |
| TD Private Client Wealth LLC | 2,442 | $204.7K | 0.01% | −330−11.9% | Reduced |
| Peapack Gladstone Financial Corp | 2,421 | $203.0K | 0.00% | −147−5.7% | Reduced |
| Alpha Family Trust | 2,410 | $202.1K | 0.18% | +2,410 | New |
| Pure Financial Advisors, Inc. | 2,404 | $201.6K | 0.01% | +2,404 | New |
| Girard Partners Ltd. | 2,398 | $201.0K | 0.02% | +2,398 | New |
| Money Concepts Capital Corp | 2,362 | $198.0K | 0.01% | +1,848+359.5% | Added |
| Sentry Investment Management LLC | 2,306 | $193.0K | 0.09% | +148+6.9% | Added |
| Stephenson National Bank & Trust | 2,229 | $187.0K | 0.12% | +9+0.4% | Added |
| AdvisorNet Financial, Inc | 2,220 | $186.2K | 0.02% | +8+0.4% | Added |
| Montag A & Associates Inc | 2,200 | $184.4K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,171 | $182.0K | 0.01% | +2,171 | New |
| PEAK6 Investments LLC | 2,064 | $173.0K | 0.01% | −2,352−53.3% | Reduced |
| Federated Hermes, Inc. | 2,007 | $168.3K | 0.00% | +873+77.0% | Added |
| Tompkins Financial Corp | 2,005 | $168.0K | 0.03% | −452−18.4% | Reduced |
| Private Trust Co NA | 2,001 | $168.0K | 0.02% | −118−5.6% | Reduced |
| O'Brien Wealth Partners LLC | 1,994 | $167.2K | 0.07% | −10−0.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,996 | $167.0K | 0.01% | −852−29.9% | Reduced |
| Bartlett & Co. LLC | 1,953 | $164.0K | 0.00% | −3−0.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,953 | $163.7K | 0.00% | −3−0.2% | Reduced |
| Endurance Wealth Management, Inc. | 1,889 | $158.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,870 | $156.8K | 0.08% | +9+0.5% | Added |
| Raleigh Capital Management Inc. | 1,869 | $156.7K | 0.08% | −70−3.6% | Reduced |
| Geneos Wealth Management Inc. | 1,833 | $153.7K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,814 | $152.0K | 0.02% | +508+38.9% | Added |
| Oakworth Capital, Inc. | 1,787 | $149.8K | 0.01% | −1−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 1,858 | $145.0K | 0.00% | +1,529+464.7% | Added |
| Spartan Planning & Wealth Management | 1,711 | $143.4K | 0.18% | −742−30.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,682 | $141.0K | 0.01% | +1,682 | New |
| Capstone Investment Advisors, LLC | 1,663 | $139.4K | 0.00% | +1,663 | New |
| Whittier Trust Co of Nevada Inc | 1,599 | $134.1K | 0.01% | +6+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 1,563 | $131.1K | 0.03% | +8+0.5% | Added |
| West Branch Capital LLC | 1,527 | $128.0K | 0.08% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,513 | $126.9K | 0.01% | −100−6.2% | Reduced |
| Brown Brothers Harriman & Co | 1,466 | $122.9K | 0.00% | +879+149.7% | Added |
| AlphaMark Advisors, LLC | 1,377 | $115.0K | 0.06% | 00.0% | Unchanged |
| TSFG, LLC | 1,330 | $112.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,329 | $111.0K | 0.01% | −23−1.7% | Reduced |
| Jones Financial Companies LLLP | 1,262 | $106.0K | 0.00% | +62+5.2% | Added |
| Sanctuary Wealth Management, L.L.C. | 1,263 | $105.9K | 0.12% | +1,263 | New |
| Zullo Investment Group, Inc. | 1,250 | $104.8K | 0.06% | +7+0.6% | Added |
| Quent Capital, LLC | 1,248 | $104.7K | 0.02% | +602+93.2% | Added |
| Accurate Wealth Management, LLC | 1,220 | $104.5K | 0.04% | +1,220 | New |
| Edmond de Rothschild Holding S.A. | 1,211 | $101.5K | 0.00% | +149+14.0% | Added |
| Lindbrook Capital, LLC | 1,206 | $101.1K | 0.01% | +34+2.9% | Added |
| Old North State Trust, LLC | 1,209 | $101.0K | 0.07% | −22−1.8% | Reduced |
| Washington Trust Advisors, Inc. | 1,193 | $100.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,141 | $95.7K | 0.00% | −26,340−95.8% | Reduced |
| Compagnie Lombard Odier SCmA | 1,133 | $95.0K | 0.00% | +1,133 | New |
| GoalVest Advisory LLC | 1,121 | $94.0K | 0.06% | −206−15.5% | Reduced |
| First Community Trust NA | 1,106 | $93.0K | 0.11% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 1,109 | $93.0K | 0.03% | +1,109 | New |
| Sargent Bickham Lagudis LLC | 1,105 | $92.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,094 | $91.7K | 0.01% | +18+1.7% | Added |
| Emfo, LLC | 1,049 | $87.9K | 0.09% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $86.0K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $84.0K | 0.05% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 991 | $83.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 968 | $81.0K | 0.00% | +513+112.7% | Added |
| Loomis Sayles & Co L P | 953 | $80.0K | 0.00% | +271+39.7% | Added |
| DuPont Capital Management Corp | 950 | $79.6K | 0.00% | +89+10.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 948 | $79.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 947 | $79.4K | 0.00% | −468−33.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 944 | $79.1K | 0.04% | 00.0% | Unchanged |