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, Q1 2023
Institutional positions in Eversource Energy as of Mar 31, 2023. 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
- 867
- +15 vs. Q4 2022
- Shares held
- 294.6M
- +19.1M (+6.9%) vs. Q4 2022
- Total value
- $21.6B
- −$1.39B (−6.0%) vs. Q4 2022
- New holders
- 89
- 333 more added
- Sold out
- 74
- 279 more reduced
22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,692,450 | $3.58B | 0.09% | +575,804+1.3% | Added |
| BlackRock Inc. | 38,256,110 | $2.99B | 0.09% | +131,432+0.3% | Added |
| State Street Corp | 24,629,534 | $1.93B | 0.11% | −664,758−2.6% | Reduced |
| Wells Fargo & Company | 7,735,503 | $605.4M | 0.19% | +192,963+2.6% | Added |
| Geode Capital Management, LLC | 7,548,700 | $589.5M | 0.08% | +124,871+1.7% | Added |
| Charles Schwab Investment Management Inc | 6,720,117 | $504.2M | 0.15% | +153,147+2.3% | Added |
| Legal & General Group Plc | 6,307,748 | $493.6M | 0.18% | +675,578+12.0% | Added |
| Magellan Asset Management Ltd | 5,171,930 | $404.8M | 3.46% | −840,023−14.0% | Reduced |
| Nordea Investment Management AB | 4,720,182 | $370.1M | 0.54% | +760,890+19.2% | Added |
| Northern Trust Corp | 4,247,630 | $332.4M | 0.07% | −101,146−2.3% | Reduced |
| UBS Asset Management Americas Inc | 3,660,078 | $286.4M | 0.14% | +134,547+3.8% | Added |
| Morgan Stanley | 3,593,656 | $281.2M | 0.03% | +3,790+0.1% | Added |
| Public Sector Pension Investment Board | 3,403,011 | $266.3M | 2.01% | +5,947+0.2% | Added |
| Invesco Ltd. | 3,218,810 | $251.9M | 0.07% | +91,270+2.9% | Added |
| Bank of America Corp | 3,215,346 | $251.6M | 0.03% | +177,322+5.8% | Added |
| Royal Bank of Canada | 3,126,126 | $244.6M | 0.07% | +48,979+1.6% | Added |
| Wellington Management Group LLP | 3,071,915 | $240.4M | 0.05% | +26,492+0.9% | Added |
| Bank of New York Mellon Corp | 3,032,690 | $237.3M | 0.05% | −271,475−8.2% | Reduced |
| Ameriprise Financial Inc | 3,011,674 | $235.7M | 0.08% | −10,086−0.3% | Reduced |
| Amundi | 2,911,441 | $234.4M | 0.13% | +362,779+14.2% | Added |
| Pictet Asset Management SA | 2,923,354 | $228.8M | 0.29% | −154,733−5.0% | Reduced |
| Deutsche Bank AG | 2,858,459 | $223.7M | 0.12% | +288,777+11.2% | Added |
| Goldman Sachs Group Inc | 2,773,161 | $217.0M | 0.06% | +481,800+21.0% | Added |
| Norges Bank | 2,674,442 | $209.3M | 0.05% | −596,817−18.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,481,337 | $194.2M | 0.55% | −160,700−6.1% | Reduced |
| California Public Employees Retirement System | 2,193,731 | $171.7M | 0.15% | −104,313−4.5% | Reduced |
| Franklin Resources Inc | 2,174,449 | $170.2M | 0.09% | −60,583−2.7% | Reduced |
| American Century Companies Inc | 2,161,209 | $169.1M | 0.13% | +152,380+7.6% | Added |
| Brookfield Asset Management Inc. | 1,977,087 | $154.7M | 0.61% | +155,615+8.5% | Added |
| Zimmer Partners, LP | 1,739,841 | $136.2M | 2.79% | +553,947+46.7% | Added |
| Massachusetts Financial Services Co | 1,630,104 | $127.6M | 0.04% | +14,079+0.9% | Added |
| Duff & Phelps Investment Management Co | 1,528,295 | $119.6M | 1.45% | −222,274−12.7% | Reduced |
| Swiss National Bank | 1,382,233 | $108.2M | 0.07% | −25,800−1.8% | Reduced |
| UBS Group AG | 1,247,662 | $97.6M | 0.05% | +99,515+8.7% | Added |
| Nuveen Asset Management, LLC | 1,196,394 | $93.6M | 0.03% | −195,029−14.0% | Reduced |
| Dimensional Fund Advisors LP | 1,190,751 | $93.2M | 0.03% | +4,268+0.4% | Added |
| M&G Investment Management Ltd | 1,164,874 | $90.9M | 0.64% | +153,561+15.2% | Added |
| First Trust Advisors LP | 1,125,242 | $88.1M | 0.10% | +70,305+6.7% | Added |
| Allianz Asset Management GmbH | 1,096,888 | $85.8M | 0.18% | +733,097+201.5% | Added |
| Man Group plc | – | $84.8M | 0.30% | – | – |
| Balyasny Asset Management LLC | 1,072,762 | $84.0M | 0.28% | +1,048,909+4,397.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,026,247 | $80.3M | 0.06% | −432,192−29.6% | Reduced |
| Macquarie Group Ltd | 1,013,758 | $79.3M | 0.09% | −841,085−45.3% | Reduced |
| Gabelli Funds LLC | 1,010,900 | $79.1M | 0.60% | +2,000+0.2% | Added |
| APG Asset Management N.V. | 1,076,205 | $77.5M | 0.16% | +49,202+4.8% | Added |
| HSBC Holdings PLC | 981,782 | $76.8M | 0.10% | −156,428−13.7% | Reduced |
| Bahl & Gaynor Inc | 869,102 | $68.0M | 0.37% | +84,639+10.8% | Added |
| TD Asset Management Inc | 863,282 | $67.6M | 0.08% | +2,296+0.3% | Added |
| 1832 Asset Management L.P. | 828,763 | $64.9M | 0.13% | −57,324−6.5% | Reduced |
| Panagora Asset Management Inc | 817,269 | $64.0M | 0.40% | −17,984−2.2% | Reduced |
| Millennium Management LLC | 809,556 | $63.4M | 0.07% | −474,566−37.0% | Reduced |
| Empower Advisory Group, LLC | 808,196 | $62.6M | 0.28% | +808,196 | New |
| Boston Trust Walden Corp | 787,600 | $61.6M | 0.53% | +322,772+69.4% | Added |
| Principal Financial Group Inc | 784,797 | $61.4M | 0.04% | −330,721−29.6% | Reduced |
| FMR LLC | 766,764 | $60.0M | 0.01% | −791,707−50.8% | Reduced |
| New York State Common Retirement Fund | 751,235 | $58.8M | 0.08% | −12,806−1.7% | Reduced |
| Rhumbline Advisers | 749,775 | $58.7M | 0.07% | +28,787+4.0% | Added |
| Great West Life Assurance Co | 746,123 | $58.5M | 0.15% | +27,954+3.9% | Added |
| Ensign Peak Advisors, Inc | 737,785 | $57.7M | 0.12% | −412,465−35.9% | Reduced |
| AQR Capital Management LLC | 731,498 | $57.2M | 0.13% | +267,999+57.8% | Added |
| JPMorgan Chase & Co | 728,936 | $57.0M | 0.01% | +204,757+39.1% | Added |
| Canada Pension Plan Investment Board | 723,015 | $56.6M | 0.09% | +170,788+30.9% | Added |
| Credit Suisse AG | 698,760 | $54.7M | 0.06% | −7,759−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 673,074 | $52.7M | 0.03% | −7,925−1.2% | Reduced |
| Victory Capital Management Inc | 672,731 | $52.6M | 0.06% | +426,589+173.3% | Added |
| Voloridge Investment Management, LLC | 658,087 | $51.5M | 0.26% | +81,779+14.2% | Added |
| California State Teachers Retirement System | 652,770 | $51.1M | 0.08% | −3,133−0.5% | Reduced |
| Citadel Advisors LLC | 612,190 | $47.9M | 0.05% | +162,710+36.2% | Added |
| Nomura Asset Management Co Ltd | 611,276 | $47.8M | 0.25% | +93,136+18.0% | Added |
| Royal London Asset Management Ltd | 608,597 | $47.6M | 0.19% | −2,499−0.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 585,579 | $45.8M | 0.39% | −22,069−3.6% | Reduced |
| Energy Income Partners, LLC | 555,192 | $43.4M | 0.96% | +280.0% | Added |
| Bank of Montreal | 540,795 | $42.3M | 0.03% | −369,166−40.6% | Reduced |
| Swedbank AB | 512,604 | $40.1M | 0.08% | −12,564−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 506,970 | $39.7M | 0.09% | −302,706−37.4% | Reduced |
| Clearbridge Investments, LLC | 499,917 | $39.1M | 0.04% | −19,399−3.7% | Reduced |
| Price T Rowe Associates Inc | 485,166 | $38.0M | 0.01% | +13,547+2.9% | Added |
| Intech Investment Management LLC | 485,042 | $38.0M | 0.31% | −84,843−14.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 482,881 | $37.8M | 0.10% | +310,646+180.4% | Added |
| Los Angeles Capital Management LLC | 482,740 | $37.8M | 0.17% | −17,007−3.4% | Reduced |
| Russell Investments Group, Ltd. | 482,699 | $37.8M | 0.07% | −214,197−30.7% | Reduced |
| Alliancebernstein L.P. | 439,286 | $34.4M | 0.01% | −11,538−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 438,250 | $34.3M | 0.03% | +746+0.2% | Added |
| Jennison Associates LLC | 433,962 | $34.0M | 0.03% | −464,063−51.7% | Reduced |
| State Board of Administration of Florida Retirement System | 433,484 | $33.9M | 0.08% | +290+0.1% | Added |
| National Pension Service | 414,018 | $32.3M | 0.06% | +7,638+1.9% | Added |
| Maryland State Retirement & Pension System | 383,891 | $30.0M | 0.67% | +272,558+244.8% | Added |
| New York State Teachers Retirement System | 382,968 | $30.0M | 0.07% | −1,905−0.5% | Reduced |
| Standard Life Aberdeen plc | 379,033 | $29.7M | 0.07% | −35,208−8.5% | Reduced |
| Stifel Financial Corp | 377,256 | $29.5M | 0.04% | −745−0.2% | Reduced |
| Prudential Financial Inc | 326,244 | $27.5M | 0.04% | +17,429+5.6% | Added |
| Aviva PLC | 348,385 | $27.3M | 0.12% | −206,376−37.2% | Reduced |
| Two Sigma Investments, LP | 344,828 | $27.0M | 0.08% | +344,828 | New |
| Mitsubishi UFJ Trust & Banking Corp | 344,609 | $27.0M | 0.07% | −66,872−16.3% | Reduced |
| Barclays PLC | 331,759 | $26.0M | 0.03% | −133,919−28.8% | Reduced |
| La Banque Postale Asset Management SA | 306,136 | $24.0M | 0.61% | −16,284−5.1% | Reduced |
| State of Wisconsin Investment Board | 301,242 | $23.6M | 0.07% | +19,839+7.1% | Added |
| Citigroup Inc | 299,292 | $23.4M | 0.03% | +3,895+1.3% | Added |
| Susquehanna International Group, LLP | 297,826 | $23.3M | 0.04% | +151,344+103.3% | Added |
| Kayne Anderson Capital Advisors LP | 293,870 | $23.0M | 0.68% | −9,630−3.2% | Reduced |