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 |
|---|---|---|---|---|---|
| Empire Financial Management Company, LLC | 5,057 | $395.8K | 0.16% | +5,057 | New |
| Wells Trecaso Financial Group, LLC | 5,047 | $395.0K | 0.18% | +5,047 | New |
| Tranquilli Financial Advisor LLC | 5,016 | $392.6K | 0.29% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 4,988 | $390.4K | 0.45% | +29+0.6% | Added |
| KCM Investment Advisors LLC | 4,975 | $389.3K | 0.02% | −353−6.6% | Reduced |
| Wealthspire Advisors, LLC | 4,958 | $388.0K | 0.01% | −1,816−26.8% | Reduced |
| Alpha Cubed Investments, LLC | 4,934 | $386.1K | 0.03% | +23+0.5% | Added |
| Colony Group LLC | 4,874 | $381.0K | 0.01% | −8,243−62.8% | Reduced |
| Gradient Investments LLC | 4,867 | $380.9K | 0.01% | −757−13.5% | Reduced |
| Modera Wealth Management, LLC | 4,855 | $379.9K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,795 | $375.3K | 0.01% | −228−4.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,456 | $373.6K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,758 | $372.4K | 0.06% | −615−11.4% | Reduced |
| Assetmark, Inc | 4,718 | $369.2K | 0.00% | −3,387−41.8% | Reduced |
| Ingalls & Snyder LLC | 4,721 | $369.0K | 0.02% | −40−0.8% | Reduced |
| Summit X, LLC | 4,714 | $368.9K | 0.10% | −99−2.1% | Reduced |
| Charter Trust Co | 4,671 | $365.6K | 0.03% | −60−1.3% | Reduced |
| Asset Management Resources, LLC | 4,671 | $365.6K | 0.23% | 00.0% | Unchanged |
| MAI Capital Management | 4,615 | $361.2K | 0.01% | +543+13.3% | Added |
| Sterling Investment Counsel, LLC | 4,612 | $360.9K | 0.21% | −540−10.5% | Reduced |
| Coastal Bridge Advisors, LLC | 4,603 | $360.2K | 0.09% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,600 | $360.0K | 0.01% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 4,543 | $355.5K | 0.27% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,532 | $354.6K | 0.04% | +334+8.0% | Added |
| Toroso Investments, LLC | 4,484 | $351.0K | 0.01% | +179+4.2% | Added |
| McKinley Carter Wealth Services, Inc. | 4,466 | $349.5K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,464 | $349.4K | 0.01% | +1,376+44.6% | Added |
| Sequoia Financial Advisors, LLC | 4,411 | $345.2K | 0.01% | +244+5.9% | Added |
| Clifford Swan Investment Counsel LLC | 4,381 | $342.9K | 0.01% | −7−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 4,374 | $342.0K | 0.00% | −1,836−29.6% | Reduced |
| Cullinan Associates Inc | 4,357 | $341.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 4,310 | $337.3K | 0.03% | +4,310 | New |
| Horizon Investments, LLC | 4,267 | $333.9K | 0.01% | −1,491−25.9% | Reduced |
| Walleye Trading LLC | 4,226 | $330.7K | 0.01% | +4,226 | New |
| Fund Management at Engine No. 1 LLC | 4,225 | $330.6K | 0.07% | +391+10.2% | Added |
| Grace & White Inc | 4,200 | $328.7K | 0.06% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 4,198 | $328.6K | 0.14% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,180 | $327.1K | 0.15% | −20.0% | Reduced |
| Hemington Wealth Management | 4,181 | $327.0K | 0.13% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 4,161 | $325.6K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,160 | $325.0K | 0.07% | −102−2.4% | Reduced |
| Vident Investment Advisory, LLC | 4,110 | $321.6K | 0.01% | +734+21.7% | Added |
| Snowden Capital Advisors LLC | 4,101 | $320.9K | 0.01% | +151+3.8% | Added |
| Parsons Capital Management Inc | 4,049 | $316.8K | 0.03% | −120−2.9% | Reduced |
| United Capital Financial Advisers, LLC | 4,046 | $316.7K | 0.00% | −1,095−21.3% | Reduced |
| Symmetry Partners, LLC | 4,000 | $313.0K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 3,959 | $309.8K | 0.00% | +3+0.1% | Added |
| Cedrus LLC | 3,949 | $309.0K | 0.22% | +86+2.2% | Added |
| Global Retirement Partners, LLC | 4,019 | $308.0K | 0.02% | +172+4.5% | Added |
| Williams Jones Wealth Management, LLC. | 3,901 | $305.3K | 0.00% | −446−10.3% | Reduced |
| Melfa Wealth Management, LLC | 3,881 | $303.7K | 0.30% | +12+0.3% | Added |
| Fortis Group Advisors, LLC | 3,891 | $302.0K | 0.09% | +3,891 | New |
| Mayflower Financial Advisors, LLC | 3,818 | $298.8K | 0.04% | +8+0.2% | Added |
| Acima Private Wealth, LLC | 3,800 | $297.4K | 0.15% | 00.0% | Unchanged |
| Central Trust Co | 3,765 | $294.6K | 0.01% | −216−5.4% | Reduced |
| Congress Wealth Management LLC | 3,708 | $290.2K | 0.01% | +112+3.1% | Added |
| Coldstream Capital Management Inc | 3,684 | $288.3K | 0.01% | +638+20.9% | Added |
| Davy Global Fund Management Ltd | 3,683 | $288.2K | 0.06% | +689+23.0% | Added |
| NorthRock Partners, LLC | 3,683 | $288.2K | 0.03% | +660+21.8% | Added |
| Strait & Sound Wealth Management LLC | 3,668 | $287.1K | 0.29% | +106+3.0% | Added |
| Lazard Asset Management LLC | 3,678 | $287.0K | 0.00% | −14−0.4% | Reduced |
| Petrus Trust Company, LTA | 3,659 | $286.4K | 0.03% | +3,659 | New |
| Apollon Wealth Management, LLC | 3,626 | $283.8K | 0.02% | +115+3.3% | Added |
| Sowell Financial Services LLC | 3,597 | $282.0K | 0.02% | +3,597 | New |
| Richard W. Paul & Associates, LLC | 3,522 | $275.6K | 0.13% | +519+17.3% | Added |
| Virtus ETF Advisers LLC | 3,510 | $274.7K | 0.15% | +3,510 | New |
| Centre Asset Management, LLC | 3,506 | $274.0K | 0.07% | −132−3.6% | Reduced |
| Sovereign Financial Group, Inc. | 3,486 | $272.8K | 0.10% | +7+0.2% | Added |
| Sandy Spring Bank | 3,457 | $270.6K | 0.02% | −352−9.2% | Reduced |
| Advisory Services Network, LLC | 3,453 | $270.2K | 0.01% | +1,282+59.1% | Added |
| Sterling Financial Planning, Inc. | 3,452 | $270.2K | 0.15% | +3,452 | New |
| Pine Haven Investment Counsel, Inc | 3,451 | $270.1K | 0.28% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,441 | $269.0K | 0.01% | +314+10.0% | Added |
| West Paces Advisors Inc. | 3,436 | $268.9K | 0.08% | +392+12.9% | Added |
| Cozad Asset Management Inc | 3,431 | $268.5K | 0.04% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,419 | $267.6K | 0.04% | −689−16.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,413 | $267.1K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,402 | $267.0K | 0.02% | −84−2.4% | Reduced |
| FC Advisory LLC | 3,394 | $265.6K | 0.12% | +25+0.7% | Added |
| Center for Financial Planning, Inc. | 3,354 | $262.5K | 0.06% | +807+31.7% | Added |
| Glenview Trust Co | 3,327 | $260.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,320 | $259.8K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 3,316 | $259.5K | 0.17% | +3,316 | New |
| Astoria Portfolio Advisors LLC. | 3,295 | $257.2K | 0.11% | +3,295 | New |
| Means Investment Co., Inc. | 3,283 | $256.9K | 0.05% | +9+0.3% | Added |
| Marino, Stram & Associates LLC | 3,260 | $255.1K | 0.08% | +21+0.6% | Added |
| KC Investment Advisors, LLC | 3,262 | $255.0K | 0.24% | −445−12.0% | Reduced |
| Parallel Advisors, LLC | 3,234 | $253.1K | 0.01% | −1,098−25.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,233 | $253.0K | 0.18% | −48−1.5% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $252.2K | 0.36% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,212 | $251.4K | 0.02% | 00.0% | Unchanged |
| CSM Advisors, LLC | 3,195 | $250.0K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $250.0K | 0.05% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,162 | $247.5K | 0.13% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,137 | $245.5K | 0.10% | +3,137 | New |
| Clear Harbor Asset Management, LLC | 3,120 | $244.2K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,090 | $241.8K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,085 | $241.4K | 0.06% | +50+1.6% | Added |
| Berkshire Bank | 3,063 | $239.7K | 0.07% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,063 | $239.7K | 0.08% | +3,063 | New |