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 |
|---|---|---|---|---|---|
| Victory Capital Management Inc | 672,731 | $52.6M | 0.06% | +426,589+173.3% | Added |
| Manufacturers Life Insurance Company, The | 673,074 | $52.7M | 0.03% | −7,925−1.2% | Reduced |
| Credit Suisse AG | 698,760 | $54.7M | 0.06% | −7,759−1.1% | Reduced |
| Canada Pension Plan Investment Board | 723,015 | $56.6M | 0.09% | +170,788+30.9% | Added |
| JPMorgan Chase & Co | 728,936 | $57.0M | 0.01% | +204,757+39.1% | Added |
| AQR Capital Management LLC | 731,498 | $57.2M | 0.13% | +267,999+57.8% | Added |
| Ensign Peak Advisors, Inc | 737,785 | $57.7M | 0.12% | −412,465−35.9% | Reduced |
| Great West Life Assurance Co | 746,123 | $58.5M | 0.15% | +27,954+3.9% | Added |
| Rhumbline Advisers | 749,775 | $58.7M | 0.07% | +28,787+4.0% | Added |
| New York State Common Retirement Fund | 751,235 | $58.8M | 0.08% | −12,806−1.7% | Reduced |
| FMR LLC | 766,764 | $60.0M | 0.01% | −791,707−50.8% | Reduced |
| Principal Financial Group Inc | 784,797 | $61.4M | 0.04% | −330,721−29.6% | Reduced |
| Boston Trust Walden Corp | 787,600 | $61.6M | 0.53% | +322,772+69.4% | Added |
| Empower Advisory Group, LLC | 808,196 | $62.6M | 0.28% | +808,196 | New |
| Millennium Management LLC | 809,556 | $63.4M | 0.07% | −474,566−37.0% | Reduced |
| Panagora Asset Management Inc | 817,269 | $64.0M | 0.40% | −17,984−2.2% | Reduced |
| 1832 Asset Management L.P. | 828,763 | $64.9M | 0.13% | −57,324−6.5% | Reduced |
| TD Asset Management Inc | 863,282 | $67.6M | 0.08% | +2,296+0.3% | Added |
| Bahl & Gaynor Inc | 869,102 | $68.0M | 0.37% | +84,639+10.8% | Added |
| HSBC Holdings PLC | 981,782 | $76.8M | 0.10% | −156,428−13.7% | Reduced |
| APG Asset Management N.V. | 1,076,205 | $77.5M | 0.16% | +49,202+4.8% | Added |
| Gabelli Funds LLC | 1,010,900 | $79.1M | 0.60% | +2,000+0.2% | Added |
| Macquarie Group Ltd | 1,013,758 | $79.3M | 0.09% | −841,085−45.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,026,247 | $80.3M | 0.06% | −432,192−29.6% | Reduced |
| Balyasny Asset Management LLC | 1,072,762 | $84.0M | 0.28% | +1,048,909+4,397.4% | Added |
| Man Group plc | – | $84.8M | 0.30% | – | – |
| Allianz Asset Management GmbH | 1,096,888 | $85.8M | 0.18% | +733,097+201.5% | Added |
| First Trust Advisors LP | 1,125,242 | $88.1M | 0.10% | +70,305+6.7% | Added |
| M&G Investment Management Ltd | 1,164,874 | $90.9M | 0.64% | +153,561+15.2% | Added |
| Dimensional Fund Advisors LP | 1,190,751 | $93.2M | 0.03% | +4,268+0.4% | Added |
| Nuveen Asset Management, LLC | 1,196,394 | $93.6M | 0.03% | −195,029−14.0% | Reduced |
| UBS Group AG | 1,247,662 | $97.6M | 0.05% | +99,515+8.7% | Added |
| Swiss National Bank | 1,382,233 | $108.2M | 0.07% | −25,800−1.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,528,295 | $119.6M | 1.45% | −222,274−12.7% | Reduced |
| Massachusetts Financial Services Co | 1,630,104 | $127.6M | 0.04% | +14,079+0.9% | Added |
| Zimmer Partners, LP | 1,739,841 | $136.2M | 2.79% | +553,947+46.7% | Added |
| Brookfield Asset Management Inc. | 1,977,087 | $154.7M | 0.61% | +155,615+8.5% | Added |
| American Century Companies Inc | 2,161,209 | $169.1M | 0.13% | +152,380+7.6% | Added |
| Franklin Resources Inc | 2,174,449 | $170.2M | 0.09% | −60,583−2.7% | Reduced |
| California Public Employees Retirement System | 2,193,731 | $171.7M | 0.15% | −104,313−4.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,481,337 | $194.2M | 0.55% | −160,700−6.1% | Reduced |
| Norges Bank | 2,674,442 | $209.3M | 0.05% | −596,817−18.2% | Reduced |
| Goldman Sachs Group Inc | 2,773,161 | $217.0M | 0.06% | +481,800+21.0% | Added |
| Deutsche Bank AG | 2,858,459 | $223.7M | 0.12% | +288,777+11.2% | Added |
| Pictet Asset Management SA | 2,923,354 | $228.8M | 0.29% | −154,733−5.0% | Reduced |
| Amundi | 2,911,441 | $234.4M | 0.13% | +362,779+14.2% | Added |
| Ameriprise Financial Inc | 3,011,674 | $235.7M | 0.08% | −10,086−0.3% | Reduced |
| Bank of New York Mellon Corp | 3,032,690 | $237.3M | 0.05% | −271,475−8.2% | Reduced |
| Wellington Management Group LLP | 3,071,915 | $240.4M | 0.05% | +26,492+0.9% | Added |
| Royal Bank of Canada | 3,126,126 | $244.6M | 0.07% | +48,979+1.6% | Added |
| Bank of America Corp | 3,215,346 | $251.6M | 0.03% | +177,322+5.8% | Added |
| Invesco Ltd. | 3,218,810 | $251.9M | 0.07% | +91,270+2.9% | Added |
| Public Sector Pension Investment Board | 3,403,011 | $266.3M | 2.01% | +5,947+0.2% | Added |
| Morgan Stanley | 3,593,656 | $281.2M | 0.03% | +3,790+0.1% | Added |
| UBS Asset Management Americas Inc | 3,660,078 | $286.4M | 0.14% | +134,547+3.8% | Added |
| Northern Trust Corp | 4,247,630 | $332.4M | 0.07% | −101,146−2.3% | Reduced |
| Nordea Investment Management AB | 4,720,182 | $370.1M | 0.54% | +760,890+19.2% | Added |
| Magellan Asset Management Ltd | 5,171,930 | $404.8M | 3.46% | −840,023−14.0% | Reduced |
| Legal & General Group Plc | 6,307,748 | $493.6M | 0.18% | +675,578+12.0% | Added |
| Charles Schwab Investment Management Inc | 6,720,117 | $504.2M | 0.15% | +153,147+2.3% | Added |
| Geode Capital Management, LLC | 7,548,700 | $589.5M | 0.08% | +124,871+1.7% | Added |
| Wells Fargo & Company | 7,735,503 | $605.4M | 0.19% | +192,963+2.6% | Added |
| State Street Corp | 24,629,534 | $1.93B | 0.11% | −664,758−2.6% | Reduced |
| BlackRock Inc. | 38,256,110 | $2.99B | 0.09% | +131,432+0.3% | Added |
| Vanguard Group Inc | 45,692,450 | $3.58B | 0.09% | +575,804+1.3% | Added |
| EP Wealth Advisors, LLC | 1,595 | – | – | +1,595 | New |
| Andesa Financial Management Inc. | 464 | – | – | +464 | New |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −244,895−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −141,606−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −75,195−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −48,280−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,588−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,595−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,762−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −7,857−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,451−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Tanager Wealth Management LLP | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |