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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.

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
Benjamin F. Edwards & Company, Inc.1,867$146.0K0.01%−129−6.5%Reduced
Federated Hermes, Inc.1,876$146.8K0.00%−131−6.5%Reduced
Accel Wealth Management1,881$147.2K0.06%+11+0.6%Added
Endurance Wealth Management, Inc.1,889$148.0K0.02%00.0%Unchanged
Spirit of America Management Corp1,900$148.7K0.03%+1,900New
Private Trust Co NA1,937$151.6K0.02%−64−3.2%Reduced
Bartlett & Co. Wealth Management LLC1,953$152.8K0.00%00.0%Unchanged
Bartlett & Co. LLC1,953$153.0K0.00%00.0%Unchanged
Tompkins Financial Corp2,005$156.9K0.03%00.0%Unchanged
Raleigh Capital Management Inc.2,071$162.1K0.08%+202+10.8%Added
AdvisorNet Financial, Inc2,164$169.4K0.02%−56−2.5%Reduced
Montag A & Associates Inc2,200$172.2K0.01%00.0%Unchanged
Stephenson National Bank & Trust2,229$174.4K0.11%00.0%Unchanged
Sentry Investment Management LLC2,278$178.0K0.07%−28−1.2%Reduced
TD Private Client Wealth LLC2,323$181.8K0.01%−119−4.9%Reduced
IFP Advisors, Inc3,554$198.3K0.01%−23,866−87.0%Reduced
Graham Capital Management, L.P.2,560$200.3K0.01%+2,560New
Northside Capital Management, LLC2,564$200.7K0.05%00.0%Unchanged
Conning Inc.2,584$202.2K0.01%00.0%Unchanged
Newman Dignan & Sheerar, Inc.2,585$202.3K0.06%+10.0%Added
Hilltop Holdings Inc.2,596$203.1K0.03%+28+1.1%Added
Dearborn Partners LLC2,597$203.2K0.01%−51−1.9%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC2,600$203.5K0.00%−1,037−28.5%Reduced
Girard Partners Ltd.2,612$204.4K0.02%+214+8.9%Added
Romano Brothers and Company2,620$205.0K0.03%00.0%Unchanged
Ambassador Advisors, LLC2,707$206.4K0.05%+2,707New
YHB Investment Advisors, Inc.2,642$206.8K0.02%00.0%Unchanged
Albion Financial Group2,644$206.9K0.02%00.0%Unchanged
Econ Financial Services Corp2,651$207.4K0.16%+20+0.8%Added
Boston Private Wealth LLC2,654$207.7K0.00%−2,251−45.9%Reduced
Arkadios Wealth Advisors2,659$208.1K0.02%+10+0.4%Added
Arrowstreet Capital, Limited Partnership2,667$209.0K0.00%+2,667New
Perennial Investment Advisors, LLC2,697$211.1K0.04%+2,697New
Opus Capital Group, LLC2,706$212.0K0.04%−26−1.0%Reduced
Bessemer Group Inc2,718$213.0K0.00%−42−1.5%Reduced
Lockerman Financial Group, Inc.2,727$213.4K0.59%−3−0.1%Reduced
Beaton Management Co. Inc.2,729$214.0K0.14%00.0%Unchanged
V-Square Quantitative Management LLC2,747$215.0K0.20%+2,747New
SeaCrest Wealth Management, LLC2,760$216.0K0.03%+2+0.1%Added
Edgestream Partners, L.P.2,797$218.9K0.02%+2,797New
Clarius Group, LLC2,801$219.2K0.02%−212−7.0%Reduced
Adviser Investments LLC2,807$219.7K0.01%00.0%Unchanged
Advisor Resource Council2,746$220.4K0.06%+2,746New
PFG Investments, LLC2,843$222.5K0.05%+2,843New
Schechter Investment Advisors, LLC2,867$224.4K0.02%−1,100−27.7%Reduced
MONECO Advisors, LLC2,868$224.4K0.07%+2,868New
Miracle Mile Advisors, LLC2,871$224.7K0.01%00.0%Unchanged
Accurate Wealth Management, LLC2,794$224.8K0.08%+1,574+129.0%Added
Financial Counselors Inc2,911$228.0K0.00%−162−5.3%Reduced
Glassman Wealth Services2,918$228.4K0.04%−239−7.6%Reduced
Berkshire Asset Management LLC2,938$229.9K0.01%+2,938New
Applied Capital LLC2,939$230.0K0.15%00.0%Unchanged
Financial Advocates Investment Management2,966$232.1K0.02%+2+0.1%Added
Chesapeake Asset Management LLC2,972$232.6K0.21%+2,972New
Campbell & CO Investment Adviser LLC2,982$233.4K0.04%+2,982New
Woodstock Corp2,986$233.7K0.03%00.0%Unchanged
Gateway Investment Advisers LLC2,988$233.8K0.00%−154−4.9%Reduced
TrinityPoint Wealth, LLC2,998$234.6K0.05%+17+0.6%Added
Ofi Invest Asset Management18,433,908$235.5K1.22%+18,433,908New
Coastal Capital Group, Inc.3,022$236.5K0.05%+38+1.3%Added
Cerro Pacific Wealth Advisors LLC3,037$237.7K0.13%+3,037New
Great Valley Advisor Group, Inc.3,038$238.0K0.01%+10.0%Added
Cadence Wealth Management LLC3,042$238.1K0.24%00.0%Unchanged
Black Diamond Financial, LLC3,044$238.2K0.08%00.0%Unchanged
Johnson Investment Counsel Inc3,044$238.2K0.00%+34+1.1%Added
Goldstone Financial Group, LLC3,063$239.7K0.08%+3,063New
Berkshire Bank3,063$239.7K0.07%00.0%Unchanged
Strategy Asset Managers LLC3,085$241.4K0.06%+50+1.6%Added
Parcion Private Wealth LLC3,090$241.8K0.03%00.0%Unchanged
Clear Harbor Asset Management, LLC3,120$244.2K0.03%00.0%Unchanged
West Family Investments, Inc.3,137$245.5K0.10%+3,137New
Sculati Wealth Management, LLC3,162$247.5K0.13%00.0%Unchanged
CSM Advisors, LLC3,195$250.0K0.02%00.0%Unchanged
NSI Retail Advisors, LLC3,195$250.0K0.05%00.0%Unchanged
Moody National Bank Trust Division3,212$251.4K0.02%00.0%Unchanged
Johnson Midwest Financial, LLC3,223$252.2K0.36%00.0%Unchanged
Beirne Wealth Consulting Services, LLC3,233$253.0K0.18%−48−1.5%Reduced
Parallel Advisors, LLC3,234$253.1K0.01%−1,098−25.3%Reduced
KC Investment Advisors, LLC3,262$255.0K0.24%−445−12.0%Reduced
Marino, Stram & Associates LLC3,260$255.1K0.08%+21+0.6%Added
Means Investment Co., Inc.3,283$256.9K0.05%+9+0.3%Added
Astoria Portfolio Advisors LLC.3,295$257.2K0.11%+3,295New
MQS Management LLC3,316$259.5K0.17%+3,316New
HM Payson & Co3,320$259.8K0.01%00.0%Unchanged
Glenview Trust Co3,327$260.4K0.01%00.0%Unchanged
Center for Financial Planning, Inc.3,354$262.5K0.06%+807+31.7%Added
FC Advisory LLC3,394$265.6K0.12%+25+0.7%Added
Smithfield Trust Co3,402$267.0K0.02%−84−2.4%Reduced
Pinkerton Retirement Specialists, LLC3,413$267.1K0.05%00.0%Unchanged
FourThought Financial Partners, LLC3,419$267.6K0.04%−689−16.8%Reduced
Cozad Asset Management Inc3,431$268.5K0.04%00.0%Unchanged
West Paces Advisors Inc.3,436$268.9K0.08%+392+12.9%Added
Hantz Financial Services, Inc.3,441$269.0K0.01%+314+10.0%Added
Pine Haven Investment Counsel, Inc3,451$270.1K0.28%00.0%Unchanged
Sterling Financial Planning, Inc.3,452$270.2K0.15%+3,452New
Advisory Services Network, LLC3,453$270.2K0.01%+1,282+59.1%Added
Sandy Spring Bank3,457$270.6K0.02%−352−9.2%Reduced
Sovereign Financial Group, Inc.3,486$272.8K0.10%+7+0.2%Added
Centre Asset Management, LLC3,506$274.0K0.07%−132−3.6%Reduced
Virtus ETF Advisers LLC3,510$274.7K0.15%+3,510New