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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 12,621 | $987.7K | 0.02% | −5,540−30.5% | Reduced |
| Assenagon Asset Management S.A. | 12,628 | $988.3K | 0.00% | +182+1.5% | Added |
| Claro Advisors LLC | 12,669 | $991.4K | 0.29% | −397−3.0% | Reduced |
| Richard Bernstein Advisors LLC | 12,681 | $992.4K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 12,748 | $998.0K | 0.01% | +2,190+20.7% | Added |
| Allworth Financial LP | 12,755 | $998.2K | 0.01% | +291+2.3% | Added |
| Kestra Private Wealth Services, LLC | 12,815 | $1.00M | 0.04% | +1,149+9.8% | Added |
| Martingale Asset Management L P | 12,831 | $1.00M | 0.02% | +30.0% | Added |
| Proequities, Inc. | 12,967 | $1.01M | 0.08% | +1,090+9.2% | Added |
| SC&H Financial Advisors, Inc. | 13,106 | $1.03M | 0.37% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 13,559 | $1.06M | 0.01% | −11,154−45.1% | Reduced |
| Rockland Trust Co | 13,879 | $1.09M | 0.07% | +3,348+31.8% | Added |
| Cetera Advisors LLC | 13,958 | $1.09M | 0.02% | +233+1.7% | Added |
| Private Advisor Group, LLC | 14,151 | $1.11M | 0.01% | −48−0.3% | Reduced |
| Heritage Trust Co | 14,203 | $1.11M | 0.17% | −50.0% | Reduced |
| Kula Investments, LLC | 14,592 | $1.14M | 0.28% | +11,963+455.0% | Added |
| Nations Financial Group Inc, | 14,605 | $1.14M | 0.12% | +1,023+7.5% | Added |
| Sowa Financial Group, Inc. | 14,800 | $1.16M | 0.83% | +128+0.9% | Added |
| Beacon Pointe Advisors, LLC | 14,800 | $1.16M | 0.02% | −223−1.5% | Reduced |
| Members Capital Advisors Inc | 15,000 | $1.17M | 0.85% | 00.0% | Unchanged |
| Brookstone Capital Management | 15,285 | $1.21M | 0.02% | +644+4.4% | Added |
| Metropolitan Life Insurance Co | 15,578 | $1.22M | 0.06% | −4,567−22.7% | Reduced |
| Tiaa, FSB | 15,728 | $1.23M | 0.00% | −1,774−10.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.24M | 0.13% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,817 | $1.24M | 0.08% | −888−5.3% | Reduced |
| Paradigm Financial Partners, LLC | 15,970 | $1.25M | 0.34% | +740+4.9% | Added |
| Welch & Forbes LLC | 16,041 | $1.26M | 0.02% | −1,950−10.8% | Reduced |
| New Mexico Educational Retirement Board | 16,116 | $1.26M | 0.06% | −500−3.0% | Reduced |
| Metis Global Partners, LLC | 16,196 | $1.27M | 0.08% | +3,739+30.0% | Added |
| W.H. Cornerstone Investments Inc. | 16,286 | $1.27M | 1.16% | +1,995+14.0% | Added |
| Keybank National Association | 16,452 | $1.29M | 0.01% | −1,489−8.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,912 | $1.32M | 0.02% | +3,121+22.6% | Added |
| Icon Wealth Partners, LLC | 17,082 | $1.34M | 0.15% | +17,082 | New |
| CIBC World Markets Corp | 17,613 | $1.38M | 0.02% | −23,336−57.0% | Reduced |
| JB Capital LLC | 17,724 | $1.39M | 0.13% | −1,513−7.9% | Reduced |
| Rockefeller Capital Management L.P. | 17,887 | $1.40M | 0.01% | +1,952+12.2% | Added |
| Everence Capital Management Inc | 17,960 | $1.41M | 0.11% | 00.0% | Unchanged |
| Icon Advisers Inc | 18,000 | $1.41M | 0.36% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 18,334 | $1.43M | 0.15% | −134−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 18,421 | $1.44M | 0.11% | −541−2.9% | Reduced |
| Connectus Wealth, LLC | 18,818 | $1.47M | 0.04% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.48M | 0.18% | −393−2.0% | Reduced |
| MML Investors Services, LLC | 19,129 | $1.50M | 0.01% | +82+0.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,133 | $1.50M | 0.01% | +15,036+367.0% | Added |
| Essex Financial Services, Inc. | 19,202 | $1.50M | 0.16% | +5,584+41.0% | Added |
| Thrivent Financial for Lutherans | 19,220 | $1.50M | 0.00% | +104+0.5% | Added |
| Jefferies Financial Group Inc. | 19,375 | $1.52M | 0.03% | +19,375 | New |
| Lockheed Martin Investment Management Co | 19,900 | $1.56M | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,908 | $1.56M | 0.03% | +140+0.7% | Added |
| Inceptionr LLC | 19,949 | $1.56M | 0.50% | +16,252+439.6% | Added |
| Cordatus Wealth Management LLC | 19,991 | $1.56M | 1.99% | +215+1.1% | Added |
| D.A. Davidson & Co. | 20,150 | $1.58M | 0.02% | +53+0.3% | Added |
| STRS Ohio | 20,614 | $1.61M | 0.01% | −2,739−11.7% | Reduced |
| Ameritas Investment Partners, Inc. | 20,721 | $1.62M | 0.06% | +980+5.0% | Added |
| JustInvest LLC | 21,064 | $1.65M | 0.06% | +4,258+25.3% | Added |
| Pacer Advisors, Inc. | 21,282 | $1.67M | 0.01% | −126,112−85.6% | Reduced |
| Kenfarb & Co. | 21,320 | $1.67M | 1.49% | −300−1.4% | Reduced |
| Atria Investments LLC | 21,809 | $1.71M | 0.03% | +2,543+13.2% | Added |
| Louisiana State Employees Retirement System | 22,600 | $1.77M | 0.04% | +100+0.4% | Added |
| Wealthfront Advisers LLC | 22,658 | $1.77M | 0.01% | −23,023−50.4% | Reduced |
| Integrated Wealth Concepts LLC | 22,721 | $1.78M | 0.04% | +3,567+18.6% | Added |
| Tocqueville Asset Management L.P. | 22,810 | $1.79M | 0.03% | −5,220−18.6% | Reduced |
| Aquatic Capital Management LLC | 23,000 | $1.80M | 0.11% | +23,000 | New |
| Cerity Partners LLC | 23,271 | $1.81M | 0.01% | +191+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 23,734 | $1.86M | 0.00% | −505,500−95.5% | Reduced |
| Guggenheim Capital LLC | 24,242 | $1.90M | 0.02% | −6,870−22.1% | Reduced |
| Agf Management Ltd | 24,944 | $1.95M | 0.01% | −42,446−63.0% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $1.96M | 0.04% | 00.0% | Unchanged |
| Crestline Management, LP | 25,000 | $1.96M | 0.24% | +25,000 | New |
| First PREMIER Bank | 25,259 | $1.98M | 0.58% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 25,476 | $1.99M | 0.72% | +2,713+11.9% | Added |
| Cox Capital Mgt LLC | 25,507 | $2.00M | 1.44% | +15,320+150.4% | Added |
| Rafferty Asset Management, LLC | 25,564 | $2.00M | 0.01% | +2,792+12.3% | Added |
| SG Americas Securities, LLC | 25,578 | $2.00M | 0.03% | +6,525+34.2% | Added |
| Dynamic Advisor Solutions LLC | 26,987 | $2.11M | 0.12% | −1,080−3.8% | Reduced |
| Oregon Public Employees Retirement Fund | 27,024 | $2.11M | 0.03% | +485+1.8% | Added |
| Kinneret Advisory, LLC | 27,425 | $2.15M | 0.28% | −1,473−5.1% | Reduced |
| Kentucky Retirement Systems | 27,540 | $2.15M | 0.08% | +302+1.1% | Added |
| Elo Mutual Pension Insurance Co | 27,939 | $2.19M | 0.07% | +1,120+4.2% | Added |
| Cetera Advisor Networks LLC | 28,035 | $2.19M | 0.02% | +2,849+11.3% | Added |
| Cetera Investment Advisers | 28,256 | $2.21M | 0.02% | +3,270+13.1% | Added |
| Securian Asset Management, Inc | 28,782 | $2.25M | 0.06% | +149+0.5% | Added |
| Norinchukin Bank, The | 28,893 | $2.26M | 0.04% | +663+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 28,919 | $2.26M | 0.04% | +817+2.9% | Added |
| Tobam | 29,002 | $2.27M | 0.15% | −126,209−81.3% | Reduced |
| Miller Howard Investments Inc | 29,105 | $2.28M | 0.08% | +899+3.2% | Added |
| Hartford Investment Management Co | 29,374 | $2.30M | 0.08% | +4,214+16.7% | Added |
| Lido Advisors, LLC | 30,031 | $2.35M | 0.03% | +15,502+106.7% | Added |
| Northwest & Ethical Investments L.P. | 30,226 | $2.37M | 0.08% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,638 | $2.40M | 0.04% | +3,610+13.4% | Added |
| British Columbia Investment Management Corp | 31,010 | $2.43M | 0.03% | +326+1.1% | Added |
| GWM Advisors LLC | 31,258 | $2.44M | 0.03% | +2,551+8.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 31,665 | $2.48M | 0.02% | +6,068+23.7% | Added |
| Oxler Private Wealth LLC | 32,359 | $2.53M | 1.25% | +278+0.9% | Added |
| Ascent Group, LLC | 32,380 | $2.53M | 0.27% | +1,822+6.0% | Added |
| Prudential PLC | 32,582 | $2.55M | 0.03% | −1,826−5.3% | Reduced |
| Prospera Financial Services Inc | 32,688 | $2.56M | 0.11% | +20,600+170.4% | Added |
| Somerset Trust Co | 32,719 | $2.56M | 1.11% | −516−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 32,986 | $2.58M | 0.06% | +2,778+9.2% | Added |
| Flagship Harbor Advisors, LLC | 33,385 | $2.61M | 0.25% | −80.0% | Reduced |