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 |
|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 942 | $79.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 940 | $78.8K | 0.03% | +940 | New |
| CoreFirst Bank & Trust | 907 | $76.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 909 | $76.0K | 0.01% | +20+2.2% | Added |
| First Horizon Advisors, Inc. | 877 | $73.6K | 0.00% | +118+15.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $73.3K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 863 | $72.4K | 0.01% | +58+7.2% | Added |
| Baldwin Brothers Inc | 859 | $72.0K | 0.01% | +590+219.3% | Added |
| Tucker Asset Management LLC | 812 | $69.1K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 818 | $68.6K | 0.04% | −68−7.7% | Reduced |
| Rosenberg Matthew Hamilton | 811 | $68.0K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $67.1K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 797 | $66.8K | 0.03% | +797 | New |
| Vestor Capital, LLC | 761 | $64.0K | 0.01% | +13+1.7% | Added |
| Natixis | 762 | $63.9K | 0.00% | −59,904−98.7% | Reduced |
| Perkins Coie Trust Co | 734 | $61.5K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $60.8K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 720 | $60.4K | 0.05% | +720 | New |
| Bangor Savings Bank | 714 | $60.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $59.7K | 0.02% | +712 | New |
| PSI Advisors, LLC | 708 | $59.4K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 703 | $59.0K | 0.03% | −2−0.3% | Reduced |
| Addison Advisors LLC | 694 | $58.2K | 0.03% | −11−1.6% | Reduced |
| PFG Private Wealth Management, LLC | 687 | $58.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 685 | $57.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 680 | $57.0K | 0.02% | −569−45.6% | Reduced |
| Zions Bancorporation, N.A. | 652 | $54.7K | 0.00% | +281+75.7% | Added |
| Ellevest, Inc. | 648 | $54.3K | 0.00% | −78−10.7% | Reduced |
| Benjamin Edwards Inc | 647 | $54.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 631 | $52.9K | 0.01% | +631 | New |
| Harbour Investments, Inc. | 601 | $50.4K | 0.00% | +4+0.7% | Added |
| Parkside Financial Bank & Trust | 585 | $49.0K | 0.01% | +184+45.9% | Added |
| DT Investment Partners, LLC | 577 | $48.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 578 | $48.0K | 0.00% | −104−15.2% | Reduced |
| Tradition Wealth Management, LLC | 563 | $47.0K | 0.01% | −13−2.3% | Reduced |
| Fairfield Financial Advisors, LTD | 548 | $45.9K | 0.02% | +4+0.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 546 | $45.8K | 0.04% | +546 | New |
| City Holding Co | 533 | $44.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 525 | $44.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 524 | $43.0K | 0.02% | +1+0.2% | Added |
| MV Capital Management, Inc. | 464 | $38.9K | 0.01% | −40−7.9% | Reduced |
| Piscataqua Savings Bank | 450 | $37.7K | 0.03% | 00.0% | Unchanged |
| Comerica Securities,inc. | 449 | $37.6K | 0.00% | +449 | New |
| AllSquare Wealth Management LLC | 433 | $36.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 427 | $35.8K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 419 | $35.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 383 | $32.0K | 0.01% | +383 | New |
| Bogart Wealth, LLC | 369 | $30.9K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 368 | $30.9K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 364 | $30.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 352 | $30.0K | 0.01% | −2,248−86.5% | Reduced |
| Versant Capital Management, Inc | 338 | $28.3K | 0.01% | −155−31.4% | Reduced |
| TFC Financial Management | 330 | $27.7K | 0.01% | −670−67.0% | Reduced |
| New Hampshire Trust | 323 | $27.1K | 0.01% | +323 | New |
| Hanson & Doremus Investment Management | 328 | $27.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 322 | $27.0K | 0.01% | +322 | New |
| Hexagon Capital Partners LLC | 312 | $26.2K | 0.01% | −54−14.8% | Reduced |
| Country Trust Bank | 308 | $25.8K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 306 | $25.7K | 0.02% | +306 | New |
| Colonial Trust Advisors | 302 | $25.3K | 0.00% | +302 | New |
| Cribstone Capital Management, LLC | 300 | $25.2K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $25.2K | 0.00% | +300 | New |
| Mascoma Wealth Management LLC | 300 | $25.2K | 0.01% | +300 | New |
| Lakewood Asset Management LLC | 300 | $25.0K | 0.02% | +300 | New |
| Hall Laurie J Trustee | 270 | $23.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 278 | $23.0K | 0.00% | +151+118.9% | Added |
| First Command Bank | 262 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 262 | $22.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 259 | $21.8K | 0.00% | −22−7.8% | Reduced |
| Gleason Group, Inc. | 260 | $21.8K | 0.01% | +2+0.8% | Added |
| City State Bank | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $21.0K | 0.02% | +8+3.3% | Added |
| Anchor Investment Management, LLC | 246 | $20.6K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 239 | $20.0K | 0.00% | −126−34.5% | Reduced |
| First Personal Financial Services | 225 | $18.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 222 | $18.6K | 0.00% | −22−9.0% | Reduced |
| GeoWealth Management, LLC | 221 | $18.0K | 0.00% | −46−17.2% | Reduced |
| EverSource Wealth Advisors, LLC | 212 | $17.8K | 0.00% | −67−24.0% | Reduced |
| Financial Perspectives, Inc | 210 | $17.6K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $17.0K | 0.00% | −407−67.1% | Reduced |
| North Star Investment Management Corp. | 202 | $16.9K | 0.00% | +11+5.8% | Added |
| Cullen/Frost Bankers, Inc. | 201 | $16.9K | 0.00% | +60+42.6% | Added |
| Leelyn Smith, LLC | 200 | $16.8K | 0.00% | −740−78.7% | Reduced |
| Robbins Farley LLC | 200 | $16.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $16.7K | 0.00% | +69+53.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 191 | $16.0K | 0.00% | +186+3,720.0% | Added |
| Valley National Advisers Inc | 194 | $16.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 161 | $13.5K | 0.01% | −46−22.2% | Reduced |
| Coppell Advisory Solutions LLC | 158 | $13.2K | 0.00% | +158 | New |
| Coppell Advisory Solutions Corp. | 158 | $13.2K | 0.00% | +158 | New |
| Steward Financial Group LLC | 159 | $13.0K | 0.01% | +159 | New |
| Clean Yield Group | 155 | $13.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 146 | $12.2K | 0.01% | +146 | New |
| Goodwin Investment Advisory | 143 | $12.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 142 | $11.9K | 0.00% | +142 | New |
| CoreCap Advisors, LLC | 139 | $11.7K | 0.00% | +139 | New |
| Bell Investment Advisors, Inc | 134 | $11.2K | 0.00% | +80+148.1% | Added |
| Westside Investment Management, Inc. | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 130 | $10.9K | 0.00% | 00.0% | Unchanged |