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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.

Institutional holdersQ1 2023: 867 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2023: $21.6B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2022.

Institutions holding ES in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Peapack Gladstone Financial Corp0$00.00%−2,421−100.0%Sold out
Alpha Family Trust0$00.00%−2,410−100.0%Sold out
Pure Financial Advisors, Inc.0$00.00%−2,404−100.0%Sold out
Money Concepts Capital Corp0$00.00%−2,362−100.0%Sold out
O'Brien Wealth Partners LLC0$00.00%−1,994−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,663−100.0%Sold out
Zullo Investment Group, Inc.0$00.00%−1,250−100.0%Sold out
Compagnie Lombard Odier SCmA0$00.00%−1,133−100.0%Sold out
MinichMacGregor Wealth Management, LLC0$00.00%−1,109−100.0%Sold out
DuPont Capital Management Corp0$00.00%−950−100.0%Sold out
Natixis0$00.00%−762−100.0%Sold out
FWL Investment Management, LLC0$00.00%−720−100.0%Sold out
Comerica Securities,inc.0$00.00%−449−100.0%Sold out
TFC Financial Management0$00.00%−330−100.0%Sold out
Lakewood Asset Management LLC0$00.00%−300−100.0%Sold out
Leelyn Smith, LLC0$00.00%−200−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−158−100.0%Sold out
Coppell Advisory Solutions Corp.0$00.00%−158−100.0%Sold out
Goodwin Investment Advisory0$00.00%−143−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−121−100.0%Sold out
Norway Savings Bank0$00.00%−117−100.0%Sold out
EWG Elevate Inc.0$00.00%−106−100.0%Sold out
Crewe Advisors LLC0$00.00%−89−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−57−100.0%Sold out
Trust Co0$00.00%−35−100.0%Sold out
Aua Capital Management, LLC0$00.00%−35−100.0%Sold out
Tradewinds Capital Management, LLC0$00.00%−31−100.0%Sold out
Affiance Financial, LLC0$00.00%−28−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−15−100.0%Sold out
Sierra Capital LLC0$00.00%−20−100.0%Sold out
Truvestments Capital LLC0$00.00%−12−100.0%Sold out
Sageworth Trust Co0$00.00%−9−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−15−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−12−100.0%Sold out
Activest Wealth Management0$00.00%−11−100.0%Sold out
Lee Financial Co0$00.00%−7−100.0%Sold out
JJJ Advisors Inc.0$00.00%−3−100.0%Sold out
My Personal CFO, LLC0$00.00%−3−100.0%Sold out
Sofos Investments, Inc.0$00.00%−84−100.0%Sold out
Asset Dedication, LLC0$00.00%−3−100.0%Sold out
First Command Advisory Services, Inc.0$00.00%−53−100.0%Sold out
Personal Capital Advisors Corp––––Not filed
Abeille Asset Management SA––––Not filed
Coann Capital LLC––––Not filed
Seeyond––––Not filed
Comerica Bank––––Not filed
Icon Wealth Advisors, LLC––––Not filed
Allstate Investment Management Co––––Not filed
St Germain D J Co Inc––––Not filed
Aevitas Wealth Management, Inc.––––Not filed
Laurel Wealth Advisors, Inc.––––Not filed
Apella Capital, LLC––––Not filed
Gofen & Glossberg LLC––––Not filed
Bickling Financial Services, Inc.––––Not filed
Financial Advisors Network, Inc.––––Not filed
Spartan Planning & Wealth Management––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed
Sargent Bickham Lagudis LLC––––Not filed
Alpha Paradigm Partners, LLC––––Not filed
Glass Jacobson Investment Advisors llc––––Not filed
Cribstone Capital Management, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed