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 |
|---|---|---|---|---|---|
| South State Corp. | 9,155 | $716.5K | 0.07% | −20−0.2% | Reduced |
| Destination Wealth Management | 9,133 | $714.7K | 0.03% | +86+1.0% | Added |
| Mattern Wealth Management LLC | 9,074 | $710.1K | 0.24% | +9,074 | New |
| Citizens Financial Group Inc | 9,010 | $705.1K | 0.03% | +5,973+196.7% | Added |
| Arete Wealth Advisors, LLC | 9,137 | $701.0K | 0.06% | −61−0.7% | Reduced |
| Colony Family Offices, LLC | 8,954 | $700.7K | 0.27% | 00.0% | Unchanged |
| Fiduciary Trust Co | 8,917 | $697.8K | 0.01% | +1,478+19.9% | Added |
| Vestmark Advisory Solutions, Inc. | 8,840 | $691.9K | 0.03% | −345−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 8,825 | $690.7K | 0.02% | −236−2.6% | Reduced |
| McDonald Partners LLC | 8,820 | $690.3K | 0.22% | −52−0.6% | Reduced |
| Whittier Trust Co | 8,803 | $688.9K | 0.01% | −920−9.5% | Reduced |
| Mondrian Investment Partners LTD | 8,775 | $686.7K | 0.02% | +1,239+16.4% | Added |
| Desjardins Global Asset Management Inc. | 8,749 | $684.0K | 0.09% | +3,273+59.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,723 | $683.0K | 0.02% | −10,599−54.9% | Reduced |
| 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 |
| Raymond James Trust N.A. | 8,500 | $665.0K | 0.02% | +2,273+36.5% | Added |
| CAPROCK Group, Inc. | 8,162 | $638.8K | 0.05% | −951−10.4% | Reduced |
| Strategic Investment Advisors | 8,114 | $635.0K | 0.11% | +857+11.8% | Added |
| Avantax Advisory Services, Inc. | 8,068 | $631.4K | 0.01% | +3,294+69.0% | Added |
| Bridgeworth, LLC | 8,056 | $630.5K | 0.08% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,051 | $630.1K | 0.07% | −308−3.7% | Reduced |
| Exchange Traded Concepts, LLC | 8,006 | $626.5K | 0.02% | +929+13.1% | Added |
| Empirical Asset Management, LLC | 7,985 | $624.9K | 0.60% | +1,479+22.7% | Added |
| First Manhattan Co | 7,937 | $621.1K | 0.00% | +2,312+41.1% | Added |
| Daymark Wealth Partners, LLC | 7,873 | $616.1K | 0.08% | +3,349+74.0% | Added |
| Advisors Capital Management, LLC | 7,846 | $614.0K | 0.02% | +4,760+154.2% | Added |
| Prossimo Advisors, LLC | 7,820 | $612.0K | 1.49% | −260−3.2% | Reduced |
| Pathstone Family Office, LLC | 7,895 | $610.4K | 0.01% | −3,909−33.1% | Reduced |
| Flputnam Investment Management Co | 7,741 | $605.8K | 0.02% | −110−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 7,741 | $605.8K | 0.01% | −91−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,700 | $602.7K | 0.02% | −200−2.5% | Reduced |
| Ontario Teachers Pension Plan Board | 7,676 | $600.7K | 0.01% | +7,676 | New |
| Versor Investments LP | 7,668 | $600.1K | 0.08% | −900−10.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 7,599 | $594.7K | 0.05% | +3,504+85.6% | Added |
| Veritable, L.P. | 7,582 | $593.4K | 0.01% | −73−1.0% | Reduced |
| Mystic Asset Management, Inc. | 7,511 | $587.8K | 0.32% | 00.0% | Unchanged |
| Shelton Capital Management | 7,504 | $587.3K | 0.02% | +7,504 | New |
| Hills Bank & Trust Co | 7,188 | $562.5K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,162 | $561.0K | 0.02% | −2,679−27.2% | Reduced |
| Greenleaf Trust | 7,130 | $558.0K | 0.01% | +1,538+27.5% | Added |
| Bard Financial Services, Inc. | 7,026 | $549.9K | 0.04% | −2,257−24.3% | Reduced |
| Midwest Professional Planners, LTD. | 6,965 | $545.1K | 0.27% | +159+2.3% | Added |
| Wedbush Securities Inc | 6,966 | $545.0K | 0.03% | +111+1.6% | Added |
| International Assets Investment Management, LLC | 331,861 | $542.5K | 0.08% | +113,839+52.2% | Added |
| Northwestern Mutual Wealth Management Co | 6,892 | $539.4K | 0.00% | +2,613+61.1% | Added |
| Prosperity Wealth Management, Inc. | 6,865 | $537.2K | 0.44% | +21+0.3% | Added |
| FineMark National Bank & Trust | 6,854 | $536.4K | 0.02% | +182+2.7% | Added |
| Bridgewater Associates, LP | 6,841 | $535.4K | 0.00% | −109,098−94.1% | Reduced |
| Bokf, NA | 6,746 | $527.9K | 0.01% | −1,173−14.8% | Reduced |
| Independent Advisor Alliance | 6,668 | $521.9K | 0.03% | +6,668 | New |
| Quantamental Technologies LLC | 6,649 | $520.4K | 0.28% | +6,649 | New |
| Amica Retiree Medical Trust | 6,568 | $514.0K | 0.54% | +2,866+77.4% | Added |
| Krane Funds Advisors LLC | 6,396 | $513.0K | 0.02% | +378+6.3% | Added |
| Alberta Investment Management Corp | 6,500 | $508.7K | 0.00% | −23,042−78.0% | Reduced |
| MJP Associates Inc | 6,434 | $503.5K | 0.16% | −8,372−56.5% | Reduced |
| Blue Fin Capital, Inc. | 6,497 | $498.4K | 0.16% | −63−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,319 | $494.5K | 0.03% | +1,061+20.2% | Added |
| Signaturefd, LLC | 6,293 | $492.5K | 0.01% | +62+1.0% | Added |
| Davenport & Co LLC | 6,278 | $491.3K | 0.00% | −116−1.8% | Reduced |
| Aspire Private Capital, LLC | 6,239 | $488.2K | 0.16% | +852+15.8% | Added |
| Industrial Alliance Investment Management Inc. | 6,184 | $484.0K | 0.01% | +6,184 | New |
| Savior LLC | 6,150 | $481.3K | 0.40% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,100 | $477.4K | 0.02% | −62−1.0% | Reduced |
| Balentine LLC | 6,094 | $476.9K | 0.02% | −1,939−24.1% | Reduced |
| Trust Co of Vermont | 6,009 | $470.3K | 0.03% | +2,740+83.8% | Added |
| Opus Investment Management Inc | 6,000 | $469.6K | 0.17% | 00.0% | Unchanged |
| Spire Wealth Management | 5,976 | $467.7K | 0.02% | +507+9.3% | Added |
| Barber Financial Group, Inc. | 5,924 | $463.6K | 0.08% | +12+0.2% | Added |
| Sound Income Strategies, LLC | 5,877 | $459.9K | 0.05% | −8−0.1% | Reduced |
| Belpointe Asset Management LLC | 5,850 | $457.8K | 0.02% | +512+9.6% | Added |
| HRT Financial LP | 5,835 | $456.0K | 0.01% | +5,835 | New |
| Ballentine Partners, LLC | 5,820 | $455.5K | 0.01% | +951+19.5% | Added |
| NewEdge Wealth, LLC | 5,801 | $454.0K | 0.02% | +5+0.1% | Added |
| Checchi Capital Advisers, LLC | 5,635 | $441.0K | 0.04% | −251−4.3% | Reduced |
| Outlook Wealth Advisors, LLC | 5,591 | $437.6K | 0.19% | +119+2.2% | Added |
| Eastern Bank | 5,584 | $437.0K | 0.02% | −975−14.9% | Reduced |
| Barry Investment Advisors, LLC | 5,526 | $432.5K | 0.14% | −15−0.3% | Reduced |
| Boston Financial Mangement LLC | 5,523 | $432.2K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,467 | $427.8K | 0.04% | +1,149+26.6% | Added |
| Connecticut Wealth Management, LLC | 5,444 | $426.0K | 0.03% | +336+6.6% | Added |
| American State Bank (Iowa) | 5,436 | $425.4K | 0.31% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 5,430 | $425.0K | 0.00% | −5,269−49.2% | Reduced |
| J.W. Cole Advisors, Inc. | 5,329 | $417.0K | 0.03% | −187−3.4% | Reduced |
| Thomasville National Bank | 5,324 | $416.7K | 0.04% | −75−1.4% | Reduced |
| Knuff & Co LLC | 5,283 | $413.4K | 0.16% | −75−1.4% | Reduced |
| Lincoln National Corp | 5,281 | $413.3K | 0.01% | +1,570+42.3% | Added |
| Huntington National Bank | 5,252 | $411.0K | 0.00% | −1,238−19.1% | Reduced |
| RFG Advisory, LLC | 5,247 | $410.7K | 0.02% | +51+1.0% | Added |
| Cambridge Trust Co | 5,233 | $409.5K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 5,230 | $409.3K | 0.02% | −580−10.0% | Reduced |
| Savant Capital, LLC | 5,224 | $408.8K | 0.01% | +210+4.2% | Added |
| Great Lakes Advisors, LLC | 5,224 | $408.8K | 0.00% | +20.0% | Added |
| HBK Sorce Advisory LLC | 5,197 | $406.7K | 0.02% | −4,379−45.7% | Reduced |
| Spinnaker Trust | 5,141 | $402.3K | 0.03% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,141 | $402.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,136 | $402.0K | 0.03% | +45+0.9% | Added |
| Veriti Management LLC | 5,113 | $400.1K | 0.05% | +1,168+29.6% | Added |
| Beaumont Financial Advisors, LLC | 5,074 | $397.1K | 0.04% | −365−6.7% | Reduced |
| Ieq Capital, LLC | 5,062 | $396.1K | 0.01% | +1,772+53.9% | Added |