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Livermore
Livermore
ZHEN

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.

Q1 2023 vs. Q4 2022

How the institutions holding Eversource Energy changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of ES: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders87422867+15
Shares276.9M1.40M294.6M+19.1M (+6.9%)
Value$23.2B$128.0M$21.6B−$1.39B (−6.0%)

22 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (89)

Institutions that held Eversource Energy at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to ES in Q1 2023
InstitutionSharesValue% of portfolio
Empower Advisory Group, LLC808,196$62.6M0.28%
Two Sigma Investments, LP344,828$27.0M0.08%
Abn Amro Investment Solutions228,327$17.9M0.37%
Twinbeech Capital LP180,949$14.2M0.29%
Jupiter Asset Management Ltd170,873$13.4M0.18%
ExodusPoint Capital Management, LP159,557$12.5M0.14%
Marshall Wace, LLP136,742$10.7M0.03%
Trexquant Investment LP105,981$8.29M0.23%
Engineers Gate Manager LP91,724$7.18M0.30%
Ostrum Asset Management67,460$5.28M0.46%
Quantbot Technologies LP64,536$5.05M0.36%
Ilmarinen Mutual Pension Insurance Co57,000$4.46M0.06%
Dean Investment Associates, LLC48,050$3.76M0.60%
FIL Ltd45,619$3.57M0.00%
Element Capital Management LLC44,222$3.46M0.26%
Tredje AP-fonden36,948$2.89M0.04%
Qube Research & Technologies Ltd33,399$2.61M0.01%
Crestline Management, LP25,000$1.96M0.24%
Aquatic Capital Management LLC23,000$1.80M0.11%
Jefferies Financial Group Inc.19,375$1.52M0.03%
Icon Wealth Partners, LLC17,082$1.34M0.15%
Bayesian Capital Management, LP12,439$973.5K0.12%
SageView Advisory Group, LLC10,912$853.9K0.05%
Qsemble Capital Management, LP9,400$735.6K0.50%
Mattern Wealth Management LLC9,074$710.1K0.24%
Ontario Teachers Pension Plan Board7,676$600.7K0.01%
Shelton Capital Management7,504$587.3K0.02%
Independent Advisor Alliance6,668$521.9K0.03%
Quantamental Technologies LLC6,649$520.4K0.28%
Industrial Alliance Investment Management Inc.6,184$484.0K0.01%
HRT Financial LP5,835$456.0K0.01%
Empire Financial Management Company, LLC5,057$395.8K0.16%
Wells Trecaso Financial Group, LLC5,047$395.0K0.18%
Dorsey & Whitney Trust CO LLC4,310$337.3K0.03%
Walleye Trading LLC4,226$330.7K0.01%
Fortis Group Advisors, LLC3,891$302.0K0.09%
Petrus Trust Company, LTA3,659$286.4K0.03%
Sowell Financial Services LLC3,597$282.0K0.02%
Virtus ETF Advisers LLC3,510$274.7K0.15%
Sterling Financial Planning, Inc.3,452$270.2K0.15%
MQS Management LLC3,316$259.5K0.17%
Astoria Portfolio Advisors LLC.3,295$257.2K0.11%
West Family Investments, Inc.3,137$245.5K0.10%
Goldstone Financial Group, LLC3,063$239.7K0.08%
Cerro Pacific Wealth Advisors LLC3,037$237.7K0.13%
Ofi Invest Asset Management18,433,908$235.5K1.22%
Campbell & CO Investment Adviser LLC2,982$233.4K0.04%
Chesapeake Asset Management LLC2,972$232.6K0.21%
Berkshire Asset Management LLC2,938$229.9K0.01%
MONECO Advisors, LLC2,868$224.4K0.07%
PFG Investments, LLC2,843$222.5K0.05%
Advisor Resource Council2,746$220.4K0.06%
Edgestream Partners, L.P.2,797$218.9K0.02%
V-Square Quantitative Management LLC2,747$215.0K0.20%
Perennial Investment Advisors, LLC2,697$211.1K0.04%
Arrowstreet Capital, Limited Partnership2,667$209.0K0.00%
Ambassador Advisors, LLC2,707$206.4K0.05%
Graham Capital Management, L.P.2,560$200.3K0.01%
Spirit of America Management Corp1,900$148.7K0.03%
Granite FO LLC1,800$139.7K0.09%
Capital Analysts, LLC1,755$137.0K0.01%
Foster Dykema Cabot & Co Inc1,312$103.0K0.01%
Machina Capital S.A.S.1,000$78.3K0.07%
AM Squared Ltd800$62.6K0.05%
Pointe Capital Management LLC682$53.4K0.04%
WealthPLAN Partners, LLC524$41.0K0.00%
WealthPlan Investment Management, LLC502$39.3K0.01%
Ahrens Investment Partners LLC425$33.3K0.02%
Ameritas Advisory Services, LLC364$28.8K0.00%
Paladin Advisory Group, LLC334$26.1K0.02%
Global Financial Private Client, LLC318$24.6K0.01%
Cascade Investment Advisors, Inc.300$23.5K0.02%
Graves-Light Private Wealth Management, Inc.278$21.8K0.00%
Johnson Financial Group, Inc.262$20.5K0.00%
Riverview Trust Co181$14.2K0.01%
Hallmark Capital Management Inc119$9.31K0.00%
Point72 Middle East FZE112$8.77K0.00%
Sunbelt Securities, Inc.44$3.44K0.00%
Venturi Wealth Management, LLC43$3.37K0.00%
Ridgewood Investments LLC34$2.66K0.00%
Iron Horse Wealth Management, LLC25$1.96K0.00%
Psagot Value Holdings Ltd. / (Israel)7$1.00K0.00%
Core Alternative Capital10$7830.00%
Wolff Wiese Magana LLC10$7830.00%
JNBA Financial Advisors7$5480.00%
USA Financial Portformulas Corp5$3910.00%
Summit Wealth Group, LLC10,956$00.00%
EP Wealth Advisors, LLC1,595––
Andesa Financial Management Inc.464––

Sold out (74)

Institutions that held Eversource Energy at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of ES in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Clean Energy Transition LLP244,895$20.5M
Premier Fund Managers Ltd141,606$12.0M
Squarepoint Ops LLC75,195$6.30M
Cohen & Steers, Inc.48,280$4.05M
Railway Pension Investments Ltd43,400$3.64M
Hudson Bay Capital Management LP23,000$1.93M
Sustainable Insight Capital Management, LLC12,900$1.08M
United Services Automobile Association12,588$1.06M
Allstate Corp12,595$1.06M
Quadrature Capital Ltd11,762$986.0K
Bellwether Advisors, LLC10,125$848.9K
Toews Corp9,300$779.7K
Mirabella Financial Services LLP8,815$739.0K
Crestwood Advisors Group LLC7,857$658.7K
Winton Group Ltd6,420$538.3K
Prime Capital Investment Advisors, LLC5,699$477.8K
Summit Financial, LLC5,691$477.1K
Centiva Capital, LP5,451$457.0K
Atria Wealth Solutions, Inc.5,154$432.1K
Bridgefront Capital, LLC4,705$394.5K
Telemus Capital, LLC3,612$309.9K
Fox Run Management, L.L.C.3,306$277.2K
Jump Financial, LLC3,037$254.6K
Cable Hill Partners, LLC3,009$252.3K
Wilkins Investment Counsel Inc2,700$226.0K
Ford Financial Group, LLC2,642$221.5K
Patton Fund Management, Inc.2,533$212.0K
Burney Co2,527$211.9K
Stock Yards Bank & Trust Co2,505$210.0K
Tanager Wealth Management LLP2,497$209.3K
Sightline Wealth Advisors, LLC2,477$207.7K
Perigon Wealth Management, LLC2,444$204.9K
Peapack Gladstone Financial Corp2,421$203.0K
Alpha Family Trust2,410$202.1K
Pure Financial Advisors, Inc.2,404$201.6K
Money Concepts Capital Corp2,362$198.0K
O'Brien Wealth Partners LLC1,994$167.2K
Capstone Investment Advisors, LLC1,663$139.4K
Zullo Investment Group, Inc.1,250$104.8K
Compagnie Lombard Odier SCmA1,133$95.0K
MinichMacGregor Wealth Management, LLC1,109$93.0K
DuPont Capital Management Corp950$79.6K
Natixis762$63.9K
FWL Investment Management, LLC720$60.4K
Comerica Securities,inc.449$37.6K
TFC Financial Management330$27.7K
Lakewood Asset Management LLC300$25.0K
Leelyn Smith, LLC200$16.8K
Coppell Advisory Solutions LLC158$13.2K
Coppell Advisory Solutions Corp.158$13.2K
Goodwin Investment Advisory143$12.0K
J.Safra Asset Management Corp121$10.0K
Norway Savings Bank117$9.81K
EWG Elevate Inc.106$8.89K
Crewe Advisors LLC89$7.46K
Ten Capital Wealth Advisors, LLC81$6.79K
High Net Worth Advisory Group LLC57$4.78K
Trust Co35$3.00K
Aua Capital Management, LLC35$2.93K
Tradewinds Capital Management, LLC31$2.60K
Affiance Financial, LLC28$2.35K
Transamerica Financial Advisors, Inc.15$2.00K
Sierra Capital LLC20$2.00K
Truvestments Capital LLC12$1.01K
Sageworth Trust Co9$1.00K
Financial Management Professionals, Inc.15$1.00K
Householder Group Estate & Retirement Specialist, LLC12$1.00K
Activest Wealth Management11$922
Lee Financial Co7$587
JJJ Advisors Inc.3$255
My Personal CFO, LLC3$252
Sofos Investments, Inc.84$9
Asset Dedication, LLC3$0
First Command Advisory Services, Inc.53$0

Not filed for Q1 2023 yet (22)

Institutions that held Eversource Energy at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Personal Capital Advisors Corp809,092$67.8M
Abeille Asset Management SA231,158$31.6M
Coann Capital LLC142,136$11.9M
Seeyond62,403$5.23M
Comerica Bank54,253$4.54M
Icon Wealth Advisors, LLC20,013$1.68M
Allstate Investment Management Co12,595$1.06M
St Germain D J Co Inc28,683$825.8K
Aevitas Wealth Management, Inc.6,500$545.0K
Laurel Wealth Advisors, Inc.6,484$544.0K
Apella Capital, LLC5,968$500.4K
Gofen & Glossberg LLC5,806$487.0K
Bickling Financial Services, Inc.5,460$457.8K
Financial Advisors Network, Inc.2,882$241.6K
Spartan Planning & Wealth Management1,711$143.4K
Sanctuary Wealth Management, L.L.C.1,263$105.9K
Sargent Bickham Lagudis LLC1,105$92.6K
Alpha Paradigm Partners, LLC991$83.0K
Glass Jacobson Investment Advisors llc797$66.8K
Cribstone Capital Management, LLC300$25.2K
CoreCap Advisors, LLC139$11.7K
Cornerstone Planning Group LLC59$4.71K