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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 297 | $23.2K | 0.00% | +58+24.3% | Added |
| Mascoma Wealth Management LLC | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 300 | $23.5K | 0.02% | +300 | New |
| Colonial Trust Advisors | 302 | $23.6K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 306 | $23.9K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 318 | $24.6K | 0.01% | +318 | New |
| Quarry LP | 315 | $24.7K | 0.01% | +231+275.0% | Added |
| Hexagon Capital Partners LLC | 318 | $24.9K | 0.01% | +6+1.9% | Added |
| EverSource Wealth Advisors, LLC | 322 | $25.2K | 0.00% | +110+51.9% | Added |
| New Hampshire Trust | 323 | $25.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 332 | $26.0K | 0.01% | −6−1.8% | Reduced |
| Hanson & Doremus Investment Management | 328 | $26.0K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $26.1K | 0.02% | +334 | New |
| Salem Investment Counselors Inc | 364 | $28.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 364 | $28.8K | 0.00% | +364 | New |
| Horan Securities, Inc. | 368 | $28.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 371 | $29.0K | 0.00% | −207−35.8% | Reduced |
| Park Place Capital Corp | 383 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 360 | $30.0K | 0.00% | −1,498−80.6% | Reduced |
| Credit Agricole S A | 419 | $32.8K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 425 | $33.3K | 0.02% | +425 | New |
| Piscataqua Savings Bank | 450 | $35.2K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 454 | $35.5K | 0.01% | −79−14.8% | Reduced |
| Bogart Wealth, LLC | 470 | $36.8K | 0.00% | +101+27.4% | Added |
| Resurgent Financial Advisors LLC | 471 | $36.9K | 0.02% | +149+46.3% | Added |
| WealthPlan Investment Management, LLC | 502 | $39.3K | 0.01% | +502 | New |
| Brown Brothers Harriman & Co | 508 | $39.8K | 0.00% | −958−65.3% | Reduced |
| AllSquare Wealth Management LLC | 515 | $40.3K | 0.03% | +82+18.9% | Added |
| Coston, McIsaac & Partners | 524 | $41.0K | 0.02% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 524 | $41.0K | 0.00% | +524 | New |
| Pension & Wealth Management Advisors, Inc. | 547 | $42.8K | 0.03% | +1+0.2% | Added |
| Fairfield Financial Advisors, LTD | 552 | $43.1K | 0.02% | +4+0.7% | Added |
| MV Capital Management, Inc. | 558 | $43.7K | 0.01% | +94+20.3% | Added |
| DT Investment Partners, LLC | 577 | $44.8K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 591 | $46.0K | 0.01% | +28+5.0% | Added |
| Washington Trust Co | 590 | $46.2K | 0.00% | +65+12.4% | Added |
| Harbour Investments, Inc. | 602 | $47.1K | 0.00% | +1+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 605 | $47.3K | 0.00% | −120−16.6% | Reduced |
| Parkside Financial Bank & Trust | 629 | $49.2K | 0.01% | +44+7.5% | Added |
| Zions Bancorporation, N.A. | 632 | $49.5K | 0.00% | −20−3.1% | Reduced |
| Addison Advisors LLC | 675 | $52.8K | 0.03% | −19−2.7% | Reduced |
| Deseret Mutual Benefit Administrators | 680 | $53.2K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 682 | $53.4K | 0.04% | +682 | New |
| Tortoise Investment Management, LLC | 685 | $53.6K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 687 | $53.8K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 2,695 | $54.0K | 0.01% | −38,909−93.5% | Reduced |
| Clear Street Markets LLC | 685 | $54.0K | 0.01% | +333+94.6% | Added |
| PSI Advisors, LLC | 708 | $55.4K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $55.7K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 714 | $55.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $57.4K | 0.02% | 00.0% | Unchanged |
| Vestor Capital, LLC | 765 | $60.0K | 0.01% | +4+0.5% | Added |
| Bay Harbor Wealth Management, LLC | 777 | $60.8K | 0.03% | +74+10.5% | Added |
| Farther Finance Advisors, LLC | 789 | $61.7K | 0.02% | −151−16.1% | Reduced |
| Gould Capital, LLC | 800 | $62.6K | 0.05% | 00.0% | Unchanged |
| AM Squared Ltd | 800 | $62.6K | 0.05% | +800 | New |
| Rosenberg Matthew Hamilton | 811 | $63.5K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 825 | $64.6K | 0.03% | +7+0.9% | Added |
| Tucker Asset Management LLC | 848 | $66.4K | 0.02% | +36+4.4% | Added |
| Baldwin Brothers Inc | 859 | $67.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 863 | $67.5K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 872 | $68.3K | 0.00% | −5−0.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 874 | $68.4K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $71.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 925 | $72.4K | 0.00% | −22−2.3% | Reduced |
| Capital Advisors, Ltd. LLC | 936 | $73.0K | 0.01% | +27+3.0% | Added |
| Focused Wealth Management, Inc | 942 | $73.7K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $73.9K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $78.3K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 1,000 | $78.3K | 0.07% | +1,000 | New |
| Emfo, LLC | 1,049 | $82.1K | 0.08% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $83.0K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 1,106 | $86.6K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,118 | $87.5K | 0.01% | +24+2.2% | Added |
| GoalVest Advisory LLC | 1,121 | $87.7K | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,143 | $89.5K | 0.01% | −921−44.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,148 | $89.8K | 0.01% | +200+21.1% | Added |
| Washington Trust Advisors, Inc. | 1,193 | $93.4K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,198 | $94.0K | 0.07% | −11−0.9% | Reduced |
| Quent Capital, LLC | 1,267 | $99.1K | 0.02% | +19+1.5% | Added |
| AlphaMark Advisors, LLC | 1,297 | $102.0K | 0.05% | −80−5.8% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,312 | $103.0K | 0.01% | +1,312 | New |
| TSFG, LLC | 1,330 | $104.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,334 | $104.0K | 0.01% | +5+0.4% | Added |
| Edmond de Rothschild Holding S.A. | 1,359 | $106.4K | 0.00% | +148+12.2% | Added |
| Ellevest, Inc. | 1,430 | $111.9K | 0.01% | +782+120.7% | Added |
| Kistler-Tiffany Companies, LLC | 1,516 | $118.6K | 0.02% | −47−3.0% | Reduced |
| West Branch Capital LLC | 1,527 | $119.5K | 0.07% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,553 | $121.5K | 0.00% | +291+23.1% | Added |
| Acadian Asset Management LLC | 1,562 | $122.0K | 0.00% | −7,170−82.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1,576 | $123.4K | 0.01% | +63+4.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,618 | $126.6K | 0.01% | −64−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,706 | $133.5K | 0.00% | +107+6.7% | Added |
| Lindbrook Capital, LLC | 1,740 | $136.2K | 0.02% | +534+44.3% | Added |
| Capital Analysts, LLC | 1,755 | $137.0K | 0.01% | +1,755 | New |
| Oakworth Capital, Inc. | 1,766 | $138.2K | 0.01% | −21−1.2% | Reduced |
| Granite FO LLC | 1,800 | $139.7K | 0.09% | +1,800 | New |
| Webster Bank, N. A. | 1,814 | $142.0K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,856 | $145.0K | 0.00% | +888+91.7% | Added |