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 |
|---|---|---|---|---|---|
| Balentine LLC | 6,094 | $476.9K | 0.02% | −1,939−24.1% | Reduced |
| Merit Financial Group, LLC | 6,100 | $477.4K | 0.02% | −62−1.0% | Reduced |
| Savior LLC | 6,150 | $481.3K | 0.40% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 6,184 | $484.0K | 0.01% | +6,184 | New |
| Aspire Private Capital, LLC | 6,239 | $488.2K | 0.16% | +852+15.8% | Added |
| Davenport & Co LLC | 6,278 | $491.3K | 0.00% | −116−1.8% | Reduced |
| Signaturefd, LLC | 6,293 | $492.5K | 0.01% | +62+1.0% | Added |
| Tokio Marine Asset Management Co Ltd | 6,319 | $494.5K | 0.03% | +1,061+20.2% | Added |
| Blue Fin Capital, Inc. | 6,497 | $498.4K | 0.16% | −63−1.0% | Reduced |
| MJP Associates Inc | 6,434 | $503.5K | 0.16% | −8,372−56.5% | Reduced |
| Alberta Investment Management Corp | 6,500 | $508.7K | 0.00% | −23,042−78.0% | Reduced |
| Krane Funds Advisors LLC | 6,396 | $513.0K | 0.02% | +378+6.3% | Added |
| Amica Retiree Medical Trust | 6,568 | $514.0K | 0.54% | +2,866+77.4% | Added |
| Quantamental Technologies LLC | 6,649 | $520.4K | 0.28% | +6,649 | New |
| Independent Advisor Alliance | 6,668 | $521.9K | 0.03% | +6,668 | New |
| Bokf, NA | 6,746 | $527.9K | 0.01% | −1,173−14.8% | Reduced |
| Bridgewater Associates, LP | 6,841 | $535.4K | 0.00% | −109,098−94.1% | Reduced |
| FineMark National Bank & Trust | 6,854 | $536.4K | 0.02% | +182+2.7% | Added |
| Prosperity Wealth Management, Inc. | 6,865 | $537.2K | 0.44% | +21+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 6,892 | $539.4K | 0.00% | +2,613+61.1% | Added |
| International Assets Investment Management, LLC | 331,861 | $542.5K | 0.08% | +113,839+52.2% | Added |
| Wedbush Securities Inc | 6,966 | $545.0K | 0.03% | +111+1.6% | Added |
| Midwest Professional Planners, LTD. | 6,965 | $545.1K | 0.27% | +159+2.3% | Added |
| Bard Financial Services, Inc. | 7,026 | $549.9K | 0.04% | −2,257−24.3% | Reduced |
| Greenleaf Trust | 7,130 | $558.0K | 0.01% | +1,538+27.5% | Added |
| Tower Research Capital LLC (TRC) | 7,162 | $561.0K | 0.02% | −2,679−27.2% | Reduced |
| Hills Bank & Trust Co | 7,188 | $562.5K | 0.08% | 00.0% | Unchanged |
| Shelton Capital Management | 7,504 | $587.3K | 0.02% | +7,504 | New |
| Mystic Asset Management, Inc. | 7,511 | $587.8K | 0.32% | 00.0% | Unchanged |
| Veritable, L.P. | 7,582 | $593.4K | 0.01% | −73−1.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,599 | $594.7K | 0.05% | +3,504+85.6% | Added |
| Versor Investments LP | 7,668 | $600.1K | 0.08% | −900−10.5% | Reduced |
| Ontario Teachers Pension Plan Board | 7,676 | $600.7K | 0.01% | +7,676 | New |
| BKD Wealth Advisors, LLC | 7,700 | $602.7K | 0.02% | −200−2.5% | Reduced |
| Oppenheimer Asset Management Inc. | 7,741 | $605.8K | 0.01% | −91−1.2% | Reduced |
| Flputnam Investment Management Co | 7,741 | $605.8K | 0.02% | −110−1.4% | Reduced |
| Pathstone Family Office, LLC | 7,895 | $610.4K | 0.01% | −3,909−33.1% | Reduced |
| Prossimo Advisors, LLC | 7,820 | $612.0K | 1.49% | −260−3.2% | Reduced |
| Advisors Capital Management, LLC | 7,846 | $614.0K | 0.02% | +4,760+154.2% | Added |
| Daymark Wealth Partners, LLC | 7,873 | $616.1K | 0.08% | +3,349+74.0% | Added |
| First Manhattan Co | 7,937 | $621.1K | 0.00% | +2,312+41.1% | Added |
| Empirical Asset Management, LLC | 7,985 | $624.9K | 0.60% | +1,479+22.7% | Added |
| Exchange Traded Concepts, LLC | 8,006 | $626.5K | 0.02% | +929+13.1% | Added |
| Cape Cod Five Cents Savings Bank | 8,051 | $630.1K | 0.07% | −308−3.7% | Reduced |
| Bridgeworth, LLC | 8,056 | $630.5K | 0.08% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,068 | $631.4K | 0.01% | +3,294+69.0% | Added |
| Strategic Investment Advisors | 8,114 | $635.0K | 0.11% | +857+11.8% | Added |
| CAPROCK Group, Inc. | 8,162 | $638.8K | 0.05% | −951−10.4% | Reduced |
| Raymond James Trust N.A. | 8,500 | $665.0K | 0.02% | +2,273+36.5% | Added |
| Orion Portfolio Solutions, LLC | 8,695 | $680.5K | 0.01% | +4,203+93.6% | Added |
| Brinker Capital Investments, LLC | 8,695 | $680.5K | 0.01% | +4,359+100.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,723 | $683.0K | 0.02% | −10,599−54.9% | Reduced |
| Desjardins Global Asset Management Inc. | 8,749 | $684.0K | 0.09% | +3,273+59.8% | Added |
| Mondrian Investment Partners LTD | 8,775 | $686.7K | 0.02% | +1,239+16.4% | Added |
| Whittier Trust Co | 8,803 | $688.9K | 0.01% | −920−9.5% | Reduced |
| McDonald Partners LLC | 8,820 | $690.3K | 0.22% | −52−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 8,825 | $690.7K | 0.02% | −236−2.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,840 | $691.9K | 0.03% | −345−3.8% | Reduced |
| Fiduciary Trust Co | 8,917 | $697.8K | 0.01% | +1,478+19.9% | Added |
| Colony Family Offices, LLC | 8,954 | $700.7K | 0.27% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,137 | $701.0K | 0.06% | −61−0.7% | Reduced |
| Citizens Financial Group Inc | 9,010 | $705.1K | 0.03% | +5,973+196.7% | Added |
| Mattern Wealth Management LLC | 9,074 | $710.1K | 0.24% | +9,074 | New |
| Destination Wealth Management | 9,133 | $714.7K | 0.03% | +86+1.0% | Added |
| South State Corp. | 9,155 | $716.5K | 0.07% | −20−0.2% | Reduced |
| Brown Advisory Inc | 9,184 | $718.7K | 0.00% | +712+8.4% | Added |
| Valmark Advisers, Inc. | 9,231 | $722.4K | 0.02% | +90+1.0% | Added |
| Chatham Capital Group, Inc. | 9,331 | $730.2K | 0.16% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 9,400 | $735.6K | 0.50% | +9,400 | New |
| National Asset Management, Inc. | 9,479 | $741.9K | 0.02% | −4,173−30.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,499 | $743.4K | 0.15% | +16+0.2% | Added |
| Valley Brook Capital Group | 9,502 | $743.6K | 0.69% | 00.0% | Unchanged |
| Empirical Finance, LLC | 9,536 | $746.3K | 0.07% | +504+5.6% | Added |
| New England Capital Financial Advisors LLC | 9,627 | $753.4K | 0.53% | +25+0.3% | Added |
| Bleakley Financial Group, LLC | 9,701 | $759.2K | 0.03% | +577+6.3% | Added |
| Sawtooth Solutions, LLC | 9,707 | $759.7K | 0.02% | +4,457+84.9% | Added |
| Baker Ellis Asset Management LLC | 9,840 | $770.1K | 0.14% | −293−2.9% | Reduced |
| Advisor Partners II, LLC | 9,865 | $772.1K | 0.04% | +967+10.9% | Added |
| Finer Wealth Management, Inc. | 9,925 | $776.7K | 0.66% | +48+0.5% | Added |
| Moneta Group Investment Advisors LLC | 9,947 | $778.5K | 0.02% | −2,806−22.0% | Reduced |
| PGGM Investments | 10,098 | $790.0K | 0.01% | −14,962−59.7% | Reduced |
| Grimes & Company, Inc. | 10,254 | $802.5K | 0.03% | +14+0.1% | Added |
| Anchor Capital Advisors LLC | 10,297 | $805.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10,471 | $819.5K | 0.10% | +664+6.8% | Added |
| Sherbrooke Park Advisers LLC | 10,500 | $821.7K | 1.24% | +2,500+31.3% | Added |
| My Legacy Advisors, LLC | 10,489 | $843.9K | 0.36% | +347+3.4% | Added |
| Centerpoint Advisors, LLC | 10,808 | $846.0K | 0.37% | −75−0.7% | Reduced |
| Presima Inc. | 10,830 | $847.6K | 0.24% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,846 | $848.8K | 0.02% | +305+2.9% | Added |
| SageView Advisory Group, LLC | 10,912 | $853.9K | 0.05% | +10,912 | New |
| Northwestern Mutual Investment Management Company, LLC | 10,949 | $856.9K | 0.02% | +33+0.3% | Added |
| Resources Investment Advisors, LLC. | 11,037 | $863.7K | 0.02% | +1,133+11.4% | Added |
| Federation des caisses Desjardins du Quebec | 11,039 | $863.9K | 0.01% | +1,384+14.3% | Added |
| Csenge Advisory Group | 11,147 | $872.4K | 0.06% | −15−0.1% | Reduced |
| Regions Financial Corp | 11,946 | $934.0K | 0.01% | −31−0.3% | Reduced |
| Heritage Financial Services, LLC | 11,941 | $934.5K | 0.20% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,073 | $944.8K | 0.06% | +960+8.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 12,394 | $970.0K | 0.08% | −21−0.2% | Reduced |
| Bayesian Capital Management, LP | 12,439 | $973.5K | 0.12% | +12,439 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 12,506 | $978.7K | 0.01% | +11,365+996.1% | Added |