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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 23,734 | $1.86M | 0.00% | −505,500−95.5% | Reduced |
| Cerity Partners LLC | 23,271 | $1.81M | 0.01% | +191+0.8% | Added |
| Aquatic Capital Management LLC | 23,000 | $1.80M | 0.11% | +23,000 | New |
| Tocqueville Asset Management L.P. | 22,810 | $1.79M | 0.03% | −5,220−18.6% | Reduced |
| Integrated Wealth Concepts LLC | 22,721 | $1.78M | 0.04% | +3,567+18.6% | Added |
| Wealthfront Advisers LLC | 22,658 | $1.77M | 0.01% | −23,023−50.4% | Reduced |
| Louisiana State Employees Retirement System | 22,600 | $1.77M | 0.04% | +100+0.4% | Added |
| Atria Investments LLC | 21,809 | $1.71M | 0.03% | +2,543+13.2% | Added |
| Kenfarb & Co. | 21,320 | $1.67M | 1.49% | −300−1.4% | Reduced |
| Pacer Advisors, Inc. | 21,282 | $1.67M | 0.01% | −126,112−85.6% | Reduced |
| JustInvest LLC | 21,064 | $1.65M | 0.06% | +4,258+25.3% | Added |
| Ameritas Investment Partners, Inc. | 20,721 | $1.62M | 0.06% | +980+5.0% | Added |
| STRS Ohio | 20,614 | $1.61M | 0.01% | −2,739−11.7% | Reduced |
| D.A. Davidson & Co. | 20,150 | $1.58M | 0.02% | +53+0.3% | Added |
| Cordatus Wealth Management LLC | 19,991 | $1.56M | 1.99% | +215+1.1% | Added |
| Inceptionr LLC | 19,949 | $1.56M | 0.50% | +16,252+439.6% | Added |
| Park Avenue Securities LLC | 19,908 | $1.56M | 0.03% | +140+0.7% | Added |
| Lockheed Martin Investment Management Co | 19,900 | $1.56M | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 19,375 | $1.52M | 0.03% | +19,375 | New |
| Thrivent Financial for Lutherans | 19,220 | $1.50M | 0.00% | +104+0.5% | Added |
| Essex Financial Services, Inc. | 19,202 | $1.50M | 0.16% | +5,584+41.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 19,133 | $1.50M | 0.01% | +15,036+367.0% | Added |
| MML Investors Services, LLC | 19,129 | $1.50M | 0.01% | +82+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.48M | 0.18% | −393−2.0% | Reduced |
| Connectus Wealth, LLC | 18,818 | $1.47M | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,421 | $1.44M | 0.11% | −541−2.9% | Reduced |
| Principle Wealth Partners LLC | 18,334 | $1.43M | 0.15% | −134−0.7% | Reduced |
| Icon Advisers Inc | 18,000 | $1.41M | 0.36% | 00.0% | Unchanged |
| Everence Capital Management Inc | 17,960 | $1.41M | 0.11% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 17,887 | $1.40M | 0.01% | +1,952+12.2% | Added |
| JB Capital LLC | 17,724 | $1.39M | 0.13% | −1,513−7.9% | Reduced |
| CIBC World Markets Corp | 17,613 | $1.38M | 0.02% | −23,336−57.0% | Reduced |
| Icon Wealth Partners, LLC | 17,082 | $1.34M | 0.15% | +17,082 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 16,912 | $1.32M | 0.02% | +3,121+22.6% | Added |
| Keybank National Association | 16,452 | $1.29M | 0.01% | −1,489−8.3% | Reduced |
| W.H. Cornerstone Investments Inc. | 16,286 | $1.27M | 1.16% | +1,995+14.0% | Added |
| Metis Global Partners, LLC | 16,196 | $1.27M | 0.08% | +3,739+30.0% | Added |
| New Mexico Educational Retirement Board | 16,116 | $1.26M | 0.06% | −500−3.0% | Reduced |
| Welch & Forbes LLC | 16,041 | $1.26M | 0.02% | −1,950−10.8% | Reduced |
| Paradigm Financial Partners, LLC | 15,970 | $1.25M | 0.34% | +740+4.9% | Added |
| Profund Advisors LLC | 15,817 | $1.24M | 0.08% | −888−5.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.24M | 0.13% | 00.0% | Unchanged |
| Tiaa, FSB | 15,728 | $1.23M | 0.00% | −1,774−10.1% | Reduced |
| Metropolitan Life Insurance Co | 15,578 | $1.22M | 0.06% | −4,567−22.7% | Reduced |
| Brookstone Capital Management | 15,285 | $1.21M | 0.02% | +644+4.4% | Added |
| Members Capital Advisors Inc | 15,000 | $1.17M | 0.85% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,800 | $1.16M | 0.02% | −223−1.5% | Reduced |
| Sowa Financial Group, Inc. | 14,800 | $1.16M | 0.83% | +128+0.9% | Added |
| Nations Financial Group Inc, | 14,605 | $1.14M | 0.12% | +1,023+7.5% | Added |
| Kula Investments, LLC | 14,592 | $1.14M | 0.28% | +11,963+455.0% | Added |
| Heritage Trust Co | 14,203 | $1.11M | 0.17% | −50.0% | Reduced |
| Private Advisor Group, LLC | 14,151 | $1.11M | 0.01% | −48−0.3% | Reduced |
| Cetera Advisors LLC | 13,958 | $1.09M | 0.02% | +233+1.7% | Added |
| Rockland Trust Co | 13,879 | $1.09M | 0.07% | +3,348+31.8% | Added |
| Kestra Advisory Services, LLC | 13,559 | $1.06M | 0.01% | −11,154−45.1% | Reduced |
| SC&H Financial Advisors, Inc. | 13,106 | $1.03M | 0.37% | 00.0% | Unchanged |
| Proequities, Inc. | 12,967 | $1.01M | 0.08% | +1,090+9.2% | Added |
| Martingale Asset Management L P | 12,831 | $1.00M | 0.02% | +30.0% | Added |
| Kestra Private Wealth Services, LLC | 12,815 | $1.00M | 0.04% | +1,149+9.8% | Added |
| Allworth Financial LP | 12,755 | $998.2K | 0.01% | +291+2.3% | Added |
| CWM, LLC | 12,748 | $998.0K | 0.01% | +2,190+20.7% | Added |
| Richard Bernstein Advisors LLC | 12,681 | $992.4K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 12,669 | $991.4K | 0.29% | −397−3.0% | Reduced |
| Assenagon Asset Management S.A. | 12,628 | $988.3K | 0.00% | +182+1.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,621 | $987.7K | 0.02% | −5,540−30.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 12,506 | $978.7K | 0.01% | +11,365+996.1% | Added |
| Bayesian Capital Management, LP | 12,439 | $973.5K | 0.12% | +12,439 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 12,394 | $970.0K | 0.08% | −21−0.2% | Reduced |
| Wetherby Asset Management Inc | 12,073 | $944.8K | 0.06% | +960+8.6% | Added |
| Heritage Financial Services, LLC | 11,941 | $934.5K | 0.20% | 00.0% | Unchanged |
| Regions Financial Corp | 11,946 | $934.0K | 0.01% | −31−0.3% | Reduced |
| Csenge Advisory Group | 11,147 | $872.4K | 0.06% | −15−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,039 | $863.9K | 0.01% | +1,384+14.3% | Added |
| Resources Investment Advisors, LLC. | 11,037 | $863.7K | 0.02% | +1,133+11.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 10,949 | $856.9K | 0.02% | +33+0.3% | Added |
| SageView Advisory Group, LLC | 10,912 | $853.9K | 0.05% | +10,912 | New |
| Oppenheimer & Co Inc | 10,846 | $848.8K | 0.02% | +305+2.9% | Added |
| Presima Inc. | 10,830 | $847.6K | 0.24% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10,808 | $846.0K | 0.37% | −75−0.7% | Reduced |
| My Legacy Advisors, LLC | 10,489 | $843.9K | 0.36% | +347+3.4% | Added |
| Sherbrooke Park Advisers LLC | 10,500 | $821.7K | 1.24% | +2,500+31.3% | Added |
| Armstrong Advisory Group, Inc | 10,471 | $819.5K | 0.10% | +664+6.8% | Added |
| Anchor Capital Advisors LLC | 10,297 | $805.8K | 0.02% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 10,254 | $802.5K | 0.03% | +14+0.1% | Added |
| PGGM Investments | 10,098 | $790.0K | 0.01% | −14,962−59.7% | Reduced |
| Moneta Group Investment Advisors LLC | 9,947 | $778.5K | 0.02% | −2,806−22.0% | Reduced |
| Finer Wealth Management, Inc. | 9,925 | $776.7K | 0.66% | +48+0.5% | Added |
| Advisor Partners II, LLC | 9,865 | $772.1K | 0.04% | +967+10.9% | Added |
| Baker Ellis Asset Management LLC | 9,840 | $770.1K | 0.14% | −293−2.9% | Reduced |
| Sawtooth Solutions, LLC | 9,707 | $759.7K | 0.02% | +4,457+84.9% | Added |
| Bleakley Financial Group, LLC | 9,701 | $759.2K | 0.03% | +577+6.3% | Added |
| New England Capital Financial Advisors LLC | 9,627 | $753.4K | 0.53% | +25+0.3% | Added |
| Empirical Finance, LLC | 9,536 | $746.3K | 0.07% | +504+5.6% | Added |
| Valley Brook Capital Group | 9,502 | $743.6K | 0.69% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,499 | $743.4K | 0.15% | +16+0.2% | Added |
| National Asset Management, Inc. | 9,479 | $741.9K | 0.02% | −4,173−30.6% | Reduced |
| Qsemble Capital Management, LP | 9,400 | $735.6K | 0.50% | +9,400 | New |
| Chatham Capital Group, Inc. | 9,331 | $730.2K | 0.16% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 9,231 | $722.4K | 0.02% | +90+1.0% | Added |
| Brown Advisory Inc | 9,184 | $718.7K | 0.00% | +712+8.4% | Added |