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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 3,522 | $275.6K | 0.13% | +519+17.3% | Added |
| Sowell Financial Services LLC | 3,597 | $282.0K | 0.02% | +3,597 | New |
| Apollon Wealth Management, LLC | 3,626 | $283.8K | 0.02% | +115+3.3% | Added |
| Petrus Trust Company, LTA | 3,659 | $286.4K | 0.03% | +3,659 | New |
| Lazard Asset Management LLC | 3,678 | $287.0K | 0.00% | −14−0.4% | Reduced |
| Strait & Sound Wealth Management LLC | 3,668 | $287.1K | 0.29% | +106+3.0% | Added |
| NorthRock Partners, LLC | 3,683 | $288.2K | 0.03% | +660+21.8% | Added |
| Davy Global Fund Management Ltd | 3,683 | $288.2K | 0.06% | +689+23.0% | Added |
| Coldstream Capital Management Inc | 3,684 | $288.3K | 0.01% | +638+20.9% | Added |
| Congress Wealth Management LLC | 3,708 | $290.2K | 0.01% | +112+3.1% | Added |
| Central Trust Co | 3,765 | $294.6K | 0.01% | −216−5.4% | Reduced |
| Acima Private Wealth, LLC | 3,800 | $297.4K | 0.15% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,818 | $298.8K | 0.04% | +8+0.2% | Added |
| Fortis Group Advisors, LLC | 3,891 | $302.0K | 0.09% | +3,891 | New |
| Melfa Wealth Management, LLC | 3,881 | $303.7K | 0.30% | +12+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 3,901 | $305.3K | 0.00% | −446−10.3% | Reduced |
| Global Retirement Partners, LLC | 4,019 | $308.0K | 0.02% | +172+4.5% | Added |
| Cedrus LLC | 3,949 | $309.0K | 0.22% | +86+2.2% | Added |
| Zacks Investment Management | 3,959 | $309.8K | 0.00% | +3+0.1% | Added |
| Symmetry Partners, LLC | 4,000 | $313.0K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,046 | $316.7K | 0.00% | −1,095−21.3% | Reduced |
| Parsons Capital Management Inc | 4,049 | $316.8K | 0.03% | −120−2.9% | Reduced |
| Snowden Capital Advisors LLC | 4,101 | $320.9K | 0.01% | +151+3.8% | Added |
| Vident Investment Advisory, LLC | 4,110 | $321.6K | 0.01% | +734+21.7% | Added |
| Cigna Investments Inc | 4,160 | $325.0K | 0.07% | −102−2.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,161 | $325.6K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,181 | $327.0K | 0.13% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,180 | $327.1K | 0.15% | −20.0% | Reduced |
| Wealthstar Advisors, LLC | 4,198 | $328.6K | 0.14% | 00.0% | Unchanged |
| Grace & White Inc | 4,200 | $328.7K | 0.06% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,225 | $330.6K | 0.07% | +391+10.2% | Added |
| Walleye Trading LLC | 4,226 | $330.7K | 0.01% | +4,226 | New |
| Horizon Investments, LLC | 4,267 | $333.9K | 0.01% | −1,491−25.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,310 | $337.3K | 0.03% | +4,310 | New |
| Cullinan Associates Inc | 4,357 | $341.0K | 0.02% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 4,374 | $342.0K | 0.00% | −1,836−29.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,381 | $342.9K | 0.01% | −7−0.2% | Reduced |
| Sequoia Financial Advisors, LLC | 4,411 | $345.2K | 0.01% | +244+5.9% | Added |
| Boothbay Fund Management, LLC | 4,464 | $349.4K | 0.01% | +1,376+44.6% | Added |
| McKinley Carter Wealth Services, Inc. | 4,466 | $349.5K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 4,484 | $351.0K | 0.01% | +179+4.2% | Added |
| Meeder Advisory Services, Inc. | 4,532 | $354.6K | 0.04% | +334+8.0% | Added |
| Shore Point Advisors, LLC | 4,543 | $355.5K | 0.27% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,600 | $360.0K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,603 | $360.2K | 0.09% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,612 | $360.9K | 0.21% | −540−10.5% | Reduced |
| MAI Capital Management | 4,615 | $361.2K | 0.01% | +543+13.3% | Added |
| Charter Trust Co | 4,671 | $365.6K | 0.03% | −60−1.3% | Reduced |
| Asset Management Resources, LLC | 4,671 | $365.6K | 0.23% | 00.0% | Unchanged |
| Summit X, LLC | 4,714 | $368.9K | 0.10% | −99−2.1% | Reduced |
| Ingalls & Snyder LLC | 4,721 | $369.0K | 0.02% | −40−0.8% | Reduced |
| Assetmark, Inc | 4,718 | $369.2K | 0.00% | −3,387−41.8% | Reduced |
| Continuum Advisory, LLC | 4,758 | $372.4K | 0.06% | −615−11.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,456 | $373.6K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,795 | $375.3K | 0.01% | −228−4.5% | Reduced |
| Modera Wealth Management, LLC | 4,855 | $379.9K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,867 | $380.9K | 0.01% | −757−13.5% | Reduced |
| Colony Group LLC | 4,874 | $381.0K | 0.01% | −8,243−62.8% | Reduced |
| Alpha Cubed Investments, LLC | 4,934 | $386.1K | 0.03% | +23+0.5% | Added |
| Wealthspire Advisors, LLC | 4,958 | $388.0K | 0.01% | −1,816−26.8% | Reduced |
| KCM Investment Advisors LLC | 4,975 | $389.3K | 0.02% | −353−6.6% | Reduced |
| Kraematon Investment Advisors, Inc | 4,988 | $390.4K | 0.45% | +29+0.6% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $392.6K | 0.29% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,047 | $395.0K | 0.18% | +5,047 | New |
| Empire Financial Management Company, LLC | 5,057 | $395.8K | 0.16% | +5,057 | New |
| Ieq Capital, LLC | 5,062 | $396.1K | 0.01% | +1,772+53.9% | Added |
| Beaumont Financial Advisors, LLC | 5,074 | $397.1K | 0.04% | −365−6.7% | Reduced |
| Veriti Management LLC | 5,113 | $400.1K | 0.05% | +1,168+29.6% | Added |
| Baystate Wealth Management LLC | 5,136 | $402.0K | 0.03% | +45+0.9% | Added |
| Appleton Partners Inc | 5,141 | $402.0K | 0.04% | 00.0% | Unchanged |
| Spinnaker Trust | 5,141 | $402.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,197 | $406.7K | 0.02% | −4,379−45.7% | Reduced |
| Great Lakes Advisors, LLC | 5,224 | $408.8K | 0.00% | +20.0% | Added |
| Savant Capital, LLC | 5,224 | $408.8K | 0.01% | +210+4.2% | Added |
| AIA Group Ltd | 5,230 | $409.3K | 0.02% | −580−10.0% | Reduced |
| Cambridge Trust Co | 5,233 | $409.5K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,247 | $410.7K | 0.02% | +51+1.0% | Added |
| Huntington National Bank | 5,252 | $411.0K | 0.00% | −1,238−19.1% | Reduced |
| Lincoln National Corp | 5,281 | $413.3K | 0.01% | +1,570+42.3% | Added |
| Knuff & Co LLC | 5,283 | $413.4K | 0.16% | −75−1.4% | Reduced |
| Thomasville National Bank | 5,324 | $416.7K | 0.04% | −75−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 5,329 | $417.0K | 0.03% | −187−3.4% | Reduced |
| Banque Pictet & Cie SA | 5,430 | $425.0K | 0.00% | −5,269−49.2% | Reduced |
| American State Bank (Iowa) | 5,436 | $425.4K | 0.31% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,444 | $426.0K | 0.03% | +336+6.6% | Added |
| Quadrant Capital Group LLC | 5,467 | $427.8K | 0.04% | +1,149+26.6% | Added |
| Boston Financial Mangement LLC | 5,523 | $432.2K | 0.02% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,526 | $432.5K | 0.14% | −15−0.3% | Reduced |
| Eastern Bank | 5,584 | $437.0K | 0.02% | −975−14.9% | Reduced |
| Outlook Wealth Advisors, LLC | 5,591 | $437.6K | 0.19% | +119+2.2% | Added |
| Checchi Capital Advisers, LLC | 5,635 | $441.0K | 0.04% | −251−4.3% | Reduced |
| NewEdge Wealth, LLC | 5,801 | $454.0K | 0.02% | +5+0.1% | Added |
| Ballentine Partners, LLC | 5,820 | $455.5K | 0.01% | +951+19.5% | Added |
| HRT Financial LP | 5,835 | $456.0K | 0.01% | +5,835 | New |
| Belpointe Asset Management LLC | 5,850 | $457.8K | 0.02% | +512+9.6% | Added |
| Sound Income Strategies, LLC | 5,877 | $459.9K | 0.05% | −8−0.1% | Reduced |
| Barber Financial Group, Inc. | 5,924 | $463.6K | 0.08% | +12+0.2% | Added |
| Spire Wealth Management | 5,976 | $467.7K | 0.02% | +507+9.3% | Added |
| Opus Investment Management Inc | 6,000 | $469.6K | 0.17% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,009 | $470.3K | 0.03% | +2,740+83.8% | Added |