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 |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 10,956 | $0 | 0.00% | +10,956 | New |
| USA Financial Portformulas Corp | 5 | $391 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $392 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $548 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $626 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 8 | $630 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $705 | 0.00% | −1−10.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $782 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 10 | $783 | 0.00% | −136−93.2% | Reduced |
| Highline Wealth Partners LLC | 10 | $783 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $783 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $783 | 0.00% | +10 | New |
| Stonebridge Capital Advisors LLC | 11 | $861 | 0.00% | −49−81.7% | Reduced |
| FinTrust Capital Advisors, LLC | 11 | $923 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $955 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −42,147−100.0% | Reduced |
| Avion Wealth | 20 | $1.00K | 0.00% | +6+42.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $1.00K | 0.00% | +7 | New |
| Country Trust Bank | 13 | $1.02K | 0.00% | −295−95.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.25K | 0.00% | −7−30.4% | Reduced |
| Disciplined Investments, LLC | 20 | $1.56K | 0.00% | −4−16.7% | Reduced |
| Larson Financial Group LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.96K | 0.00% | +25 | New |
| Magnolia Capital Management Ltd | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 27 | $2.11K | 0.00% | −38−58.5% | Reduced |
| MCF Advisors LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 31 | $2.43K | 0.00% | −600−95.1% | Reduced |
| Ancora Advisors, LLC | 31 | $2.43K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $2.66K | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 36 | $2.82K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $3.13K | 0.00% | −78−66.1% | Reduced |
| Sutton Wealth Advisors Inc. | 42 | $3.29K | 0.00% | +3+7.7% | Added |
| Venturi Wealth Management, LLC | 43 | $3.37K | 0.00% | +43 | New |
| Sunbelt Securities, Inc. | 44 | $3.44K | 0.00% | +44 | New |
| Centennial Bank | 47 | $3.68K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $4.23K | 0.00% | −29−34.9% | Reduced |
| Baker Avenue Asset Management, LP | 55 | $4.30K | 0.00% | −87−61.3% | Reduced |
| Fortis Capital Advisors, LLC | 55 | $4.30K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 57 | $4.46K | 0.00% | +24+72.7% | Added |
| Cullen/Frost Bankers, Inc. | 60 | $4.70K | 0.00% | −141−70.1% | Reduced |
| Eagle Bay Advisors LLC | 61 | $4.78K | 0.00% | −7−10.3% | Reduced |
| Prestige Wealth Management Group LLC | 66 | $5.17K | 0.00% | −51−43.6% | Reduced |
| Solstein Capital, LLC | 69 | $5.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $5.56K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 83 | $6.00K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 79 | $6.18K | 0.00% | +49+163.3% | Added |
| Castleview Partners, LLC | 81 | $6.34K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $6.81K | 0.00% | −47−35.1% | Reduced |
| United Community Bank | 90 | $7.04K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $8.06K | 0.00% | +82+390.5% | Added |
| JFS Wealth Advisors, LLC | 111 | $8.69K | 0.00% | −111−50.0% | Reduced |
| Column Capital Advisors, LLC | 111 | $8.69K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 112 | $8.77K | 0.00% | +112 | New |
| Legend Financial Advisors, Inc. | 113 | $8.84K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $9.23K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 118 | $9.23K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 119 | $9.31K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 119 | $9.31K | 0.00% | +119 | New |
| Robbins Farley LLC | 125 | $9.78K | 0.01% | −75−37.5% | Reduced |
| Hartford Financial Management Inc. | 130 | $10.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $10.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 148 | $11.6K | 0.00% | −5,222−97.2% | Reduced |
| Schubert & Co | 151 | $11.8K | 0.01% | −10−6.2% | Reduced |
| Clean Yield Group | 155 | $12.1K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 180 | $14.0K | 0.00% | −773−81.1% | Reduced |
| Riverview Trust Co | 181 | $14.2K | 0.01% | +181 | New |
| Valley National Advisers Inc | 194 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 196 | $15.0K | 0.00% | +37+23.3% | Added |
| Investors Research Corp | 199 | $15.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 202 | $15.8K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $16.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 229 | $17.0K | 0.00% | +8+3.6% | Added |
| TD Waterhouse Canada Inc. | 220 | $17.0K | 0.00% | −39−15.1% | Reduced |
| First Personal Financial Services | 225 | $17.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 227 | $17.8K | 0.01% | −200−46.8% | Reduced |
| Anchor Investment Management, LLC | 246 | $19.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 247 | $19.3K | 0.00% | −1,586−86.5% | Reduced |
| Covestor Ltd | 260 | $20.0K | 0.02% | +13+5.3% | Added |
| City State Bank | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 262 | $20.5K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 262 | $20.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 262 | $20.5K | 0.00% | +262 | New |
| Gleason Group, Inc. | 262 | $20.5K | 0.01% | +2+0.8% | Added |
| Hall Laurie J Trustee | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 278 | $21.8K | 0.00% | +278 | New |
| Financial Synergies Wealth Advisors, Inc. | 279 | $21.8K | 0.00% | +88+46.1% | Added |
| CVA Family Office, LLC | 285 | $22.3K | 0.00% | +235+470.0% | Added |
| Umb Bank N A | 296 | $23.2K | 0.00% | +18+6.5% | Added |