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 |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 121 | $10.0K | 0.00% | +121 | New |
| Compass Wealth Management LLC | 119 | $9.98K | 0.00% | +119 | New |
| Mark Sheptoff Financial Planning, LLC | 118 | $9.89K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 118 | $9.89K | 0.00% | +73+162.2% | Added |
| Colonial Trust Co | 118 | $9.89K | 0.00% | +118 | New |
| Norway Savings Bank | 117 | $9.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 117 | $9.81K | 0.00% | +48+69.6% | Added |
| Legend Financial Advisors, Inc. | 113 | $9.47K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 111 | $9.31K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 106 | $8.89K | 0.00% | +106 | New |
| United Community Bank | 90 | $7.55K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 89 | $7.46K | 0.00% | −20−18.3% | Reduced |
| Quarry LP | 84 | $7.04K | 0.01% | +84 | New |
| Pin Oak Investment Advisors Inc | 83 | $7.00K | 0.01% | +83 | New |
| Red Tortoise LLC | 83 | $6.96K | 0.00% | +83 | New |
| Ten Capital Wealth Advisors, LLC | 81 | $6.79K | 0.00% | −74−47.7% | Reduced |
| Castleview Partners, LLC | 81 | $6.79K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $5.95K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $5.79K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 68 | $5.70K | 0.00% | +1+1.5% | Added |
| Proffitt & Goodson Inc | 65 | $5.45K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $5.03K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 57 | $4.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $4.71K | 0.00% | +59 | New |
| Fortis Capital Advisors, LLC | 55 | $4.61K | 0.00% | +55 | New |
| Thomas J. Herzfeld Advisors, Inc. | 52 | $4.36K | 0.00% | +12+30.0% | Added |
| CVA Family Office, LLC | 50 | $4.19K | 0.00% | −670−93.1% | Reduced |
| Centennial Bank | 47 | $3.94K | 0.00% | +47 | New |
| Sutton Wealth Advisors Inc. | 39 | $3.27K | 0.00% | −30−43.5% | Reduced |
| McIlrath & Eck, LLC | 36 | $3.02K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 35 | $3.00K | 0.00% | +35 | New |
| Grove Bank & Trust | 30 | $3.00K | 0.00% | +30 | New |
| Magnolia Capital Management Ltd | 30 | $3.00K | 0.00% | +30 | New |
| Aua Capital Management, LLC | 35 | $2.93K | 0.00% | +7+25.0% | Added |
| Carolinas Wealth Consulting LLC | 33 | $2.77K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 31 | $2.60K | 0.00% | +31 | New |
| Toth Financial Advisory Corp | 30 | $2.52K | 0.00% | −90−75.0% | Reduced |
| MCF Advisors LLC | 28 | $2.35K | 0.00% | −285−91.1% | Reduced |
| Delos Wealth Advisors, LLC | 28 | $2.35K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 28 | $2.35K | 0.00% | +28 | New |
| Key Financial Inc | 30 | $2.34K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $2.10K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $2.01K | 0.00% | −5−17.2% | Reduced |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 15 | $2.00K | 0.00% | +14+1,400.0% | Added |
| SJS Investment Consulting Inc. | 23 | $1.93K | 0.00% | −6−20.7% | Reduced |
| Abound Wealth Management | 21 | $1.76K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.68K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $1.01K | 0.00% | +1+9.1% | Added |
| Truvestments Capital LLC | 12 | $1.01K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | +9 | New |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $1.00K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 11 | $922 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $922 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $838 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $838 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $838 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 8 | $674 | 0.00% | −8−50.0% | Reduced |
| WestEnd Advisors, LLC | 8 | $671 | 0.00% | +3+60.0% | Added |
| Lee Financial Co | 7 | $587 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $419 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 3 | $255 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 3 | $252 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 84 | $9 | 0.00% | +84 | New |
| Asset Dedication, LLC | 3 | $0 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 53 | $0 | 0.00% | +53 | New |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −695,707−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −392,970−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −114,615−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −93,261−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −64,399−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −62,510−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −50,149−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −45,718−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −39,410−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −34,084−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,649−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −17,570−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,544−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,661−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,470−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −8,152−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,694−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,470−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −6,445−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −5,655−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |