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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
Arizona State Retirement System95,102$7.44M0.07%+707+0.7%Added
Silvercrest Asset Management Group LLC95,299$7.46M0.06%−150−0.2%Reduced
State of Michigan Retirement System95,633$7.48M0.05%+1,000+1.1%Added
Andra AP-fonden99,900$7.82M0.20%+11,500+13.0%Added
U.S. Capital Wealth Advisors, LLC101,270$7.93M0.37%+8,636+9.3%Added
USS Investment Management Ltd102,212$8.00M0.11%00.0%Unchanged
Teachers Retirement System of the State of Kentucky102,634$8.03M0.08%+2,537+2.5%Added
Retirement Systems of Alabama102,951$8.06M0.03%−8,633−7.7%Reduced
Swiss Life Asset Management Ltd103,251$8.08M0.12%+62,022+150.4%Added
CIBC Private Wealth Group, LLC161,634$8.21M0.02%+155,206+2,414.5%Added
Trexquant Investment LP105,981$8.29M0.23%+105,981New
Bradley Foster & Sargent Inc107,835$8.44M0.20%−9,007−7.7%Reduced
Korea Investment CORP113,155$8.86M0.03%−17,680−13.5%Reduced
Moran Wealth Management, LLC121,339$9.50M0.36%+27,847+29.8%Added
Westpac Banking Corp124,883$9.77M0.13%−18,722−13.0%Reduced
D. E. Shaw & Co., Inc.127,326$9.96M0.02%+100,967+383.0%Added
Advisor Group Holdings, Inc.129,506$10.2M0.02%+6,514+5.3%Added
Forsta Ap-Fonden131,000$10.3M0.12%+43,100+49.0%Added
Meiji Yasuda Asset Management Co Ltd.133,058$10.4M0.54%−20,117−13.1%Reduced
Voya Investment Management LLC133,165$10.4M0.01%−41,826−23.9%Reduced
DekaBank Deutsche Girozentrale135,187$10.5M0.03%−8,513−5.9%Reduced
Marshall Wace, LLP136,742$10.7M0.03%+136,742New
American International Group, Inc.138,966$10.9M0.07%+264+0.2%Added
Covea Finance140,000$11.0M0.62%00.0%Unchanged
Howland Capital Management LLC140,651$11.0M0.66%−3,036−2.1%Reduced
Vaughan David Investments LLC145,536$11.4M0.34%−23,834−14.1%Reduced
KBC Group NV148,469$11.6M0.05%+107,140+259.2%Added
Allspring Global Investments Holdings, LLC148,882$11.7M0.02%−10,945−6.8%Reduced
Treasurer of the State of North Carolina150,706$11.8M0.07%−4,848−3.1%Reduced
Baillie Gifford & Co152,087$11.9M0.01%−141,923−48.3%Reduced
Toronto Dominion Bank154,773$12.1M0.02%−1,766−1.1%Reduced
Natixis Advisors, L.P.158,543$12.4M0.04%−32,797−17.1%Reduced
ExodusPoint Capital Management, LP159,557$12.5M0.14%+159,557New
Envestnet Asset Management Inc159,872$12.5M0.01%+9,986+6.7%Added
AMF Pensionsforsakring AB159,679$12.5M0.13%00.0%Unchanged
ZWJ Investment Counsel Inc164,080$12.8M0.71%−39,229−19.3%Reduced
Candriam Luxembourg S.C.A.180,996$13.0M0.09%−125,954−41.0%Reduced
SEI Investments Co168,818$13.2M0.02%−31,292−15.6%Reduced
Mn Services Vermogensbeheer B.V.169,689$13.3M0.14%+5,200+3.2%Added
Jupiter Asset Management Ltd170,873$13.4M0.18%+170,873New
Twinbeech Capital LP180,949$14.2M0.29%+180,949New
Boston Common Asset Management, LLC192,167$15.0M0.31%−3,284−1.7%Reduced
Brandywine Global Investment Management, LLC192,844$15.1M0.12%−13,424−6.5%Reduced
Asset Management One Co.,Ltd.196,702$15.4M0.07%+1,191+0.6%Added
Gamco Investors, Inc. Et Al197,658$15.5M0.17%−3,451−1.7%Reduced
Raymond James Financial Services Advisors, Inc.200,639$15.7M0.03%+13,253+7.1%Added
Chevy Chase Trust Holdings, Inc.202,633$15.9M0.06%+1,220+0.6%Added
Susquehanna Fundamental Investments, LLC203,012$15.9M0.37%−14,214−6.5%Reduced
State of New Jersey Common Pension Fund D203,646$15.9M0.06%+2,777+1.4%Added
LPL Financial LLC209,364$16.4M0.01%+14,438+7.4%Added
Epoch Investment Partners, Inc.213,386$16.7M0.10%−3,806−1.8%Reduced
Public Employees Retirement System of Ohio215,974$16.9M0.07%−14,058−6.1%Reduced
Dana Investment Advisors, Inc.219,895$17.2M0.87%+3,896+1.8%Added
Systematic Alpha Investments, LLC226,152$17.7M0.93%00.0%Unchanged
Abn Amro Investment Solutions228,327$17.9M0.37%+228,327New
Teacher Retirement System of Texas230,774$18.1M0.12%−60,470−20.8%Reduced
AXA S.A.238,595$18.7M0.06%−77,566−24.5%Reduced
Commonwealth Equity Services, LLC249,114$19.5M0.04%−805−0.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)265,125$20.7M0.10%+49,630+23.0%Added
RWC Asset Management LLP265,423$20.8M0.64%+22,540+9.3%Added
Cubist Systematic Strategies, LLC267,287$20.9M0.20%+233,535+691.9%Added
Border to Coast Pensions Partnership Ltd268,513$21.0M0.56%+45,137+20.2%Added
Raymond James & Associates270,498$21.2M0.02%−11,431−4.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.279,808$21.9M0.05%+29,556+11.8%Added
National Bank of Canada290,306$22.7M0.06%+188,698+185.7%Added
Kayne Anderson Capital Advisors LP293,870$23.0M0.68%−9,630−3.2%Reduced
Susquehanna International Group, LLP297,826$23.3M0.04%+151,344+103.3%Added
Citigroup Inc299,292$23.4M0.03%+3,895+1.3%Added
State of Wisconsin Investment Board301,242$23.6M0.07%+19,839+7.1%Added
La Banque Postale Asset Management SA306,136$24.0M0.61%−16,284−5.1%Reduced
Barclays PLC331,759$26.0M0.03%−133,919−28.8%Reduced
Mitsubishi UFJ Trust & Banking Corp344,609$27.0M0.07%−66,872−16.3%Reduced
Two Sigma Investments, LP344,828$27.0M0.08%+344,828New
Aviva PLC348,385$27.3M0.12%−206,376−37.2%Reduced
Prudential Financial Inc326,244$27.5M0.04%+17,429+5.6%Added
Stifel Financial Corp377,256$29.5M0.04%−745−0.2%Reduced
Standard Life Aberdeen plc379,033$29.7M0.07%−35,208−8.5%Reduced
New York State Teachers Retirement System382,968$30.0M0.07%−1,905−0.5%Reduced
Maryland State Retirement & Pension System383,891$30.0M0.67%+272,558+244.8%Added
National Pension Service414,018$32.3M0.06%+7,638+1.9%Added
State Board of Administration of Florida Retirement System433,484$33.9M0.08%+290+0.1%Added
Jennison Associates LLC433,962$34.0M0.03%−464,063−51.7%Reduced
The PNC Financial Services Group, Inc.438,250$34.3M0.03%+746+0.2%Added
Alliancebernstein L.P.439,286$34.4M0.01%−11,538−2.6%Reduced
Russell Investments Group, Ltd.482,699$37.8M0.07%−214,197−30.7%Reduced
Los Angeles Capital Management LLC482,740$37.8M0.17%−17,007−3.4%Reduced
Robeco Institutional Asset Management B.V.482,881$37.8M0.10%+310,646+180.4%Added
Intech Investment Management LLC485,042$38.0M0.31%−84,843−14.9%Reduced
Price T Rowe Associates Inc485,166$38.0M0.01%+13,547+2.9%Added
Clearbridge Investments, LLC499,917$39.1M0.04%−19,399−3.7%Reduced
BNP Paribas Arbitrage, SA506,970$39.7M0.09%−302,706−37.4%Reduced
Swedbank AB512,604$40.1M0.08%−12,564−2.4%Reduced
Bank of Montreal540,795$42.3M0.03%−369,166−40.6%Reduced
Energy Income Partners, LLC555,192$43.4M0.96%+280.0%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys585,579$45.8M0.39%−22,069−3.6%Reduced
Royal London Asset Management Ltd608,597$47.6M0.19%−2,499−0.4%Reduced
Nomura Asset Management Co Ltd611,276$47.8M0.25%+93,136+18.0%Added
Citadel Advisors LLC612,190$47.9M0.05%+162,710+36.2%Added
California State Teachers Retirement System652,770$51.1M0.08%−3,133−0.5%Reduced
Voloridge Investment Management, LLC658,087$51.5M0.26%+81,779+14.2%Added