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Livermore
Livermore
ZHEN

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
Johnson Investment Counsel Inc3,044$238.2K0.00%+34+1.1%Added
Black Diamond Financial, LLC3,044$238.2K0.08%00.0%Unchanged
Cadence Wealth Management LLC3,042$238.1K0.24%00.0%Unchanged
Great Valley Advisor Group, Inc.3,038$238.0K0.01%+10.0%Added
Cerro Pacific Wealth Advisors LLC3,037$237.7K0.13%+3,037New
Coastal Capital Group, Inc.3,022$236.5K0.05%+38+1.3%Added
Ofi Invest Asset Management18,433,908$235.5K1.22%+18,433,908New
TrinityPoint Wealth, LLC2,998$234.6K0.05%+17+0.6%Added
Gateway Investment Advisers LLC2,988$233.8K0.00%−154−4.9%Reduced
Woodstock Corp2,986$233.7K0.03%00.0%Unchanged
Campbell & CO Investment Adviser LLC2,982$233.4K0.04%+2,982New
Chesapeake Asset Management LLC2,972$232.6K0.21%+2,972New
Financial Advocates Investment Management2,966$232.1K0.02%+2+0.1%Added
Applied Capital LLC2,939$230.0K0.15%00.0%Unchanged
Berkshire Asset Management LLC2,938$229.9K0.01%+2,938New
Glassman Wealth Services2,918$228.4K0.04%−239−7.6%Reduced
Financial Counselors Inc2,911$228.0K0.00%−162−5.3%Reduced
Accurate Wealth Management, LLC2,794$224.8K0.08%+1,574+129.0%Added
Miracle Mile Advisors, LLC2,871$224.7K0.01%00.0%Unchanged
MONECO Advisors, LLC2,868$224.4K0.07%+2,868New
Schechter Investment Advisors, LLC2,867$224.4K0.02%−1,100−27.7%Reduced
PFG Investments, LLC2,843$222.5K0.05%+2,843New
Advisor Resource Council2,746$220.4K0.06%+2,746New
Adviser Investments LLC2,807$219.7K0.01%00.0%Unchanged
Clarius Group, LLC2,801$219.2K0.02%−212−7.0%Reduced
Edgestream Partners, L.P.2,797$218.9K0.02%+2,797New
SeaCrest Wealth Management, LLC2,760$216.0K0.03%+2+0.1%Added
V-Square Quantitative Management LLC2,747$215.0K0.20%+2,747New
Beaton Management Co. Inc.2,729$214.0K0.14%00.0%Unchanged
Lockerman Financial Group, Inc.2,727$213.4K0.59%−3−0.1%Reduced
Bessemer Group Inc2,718$213.0K0.00%−42−1.5%Reduced
Opus Capital Group, LLC2,706$212.0K0.04%−26−1.0%Reduced
Perennial Investment Advisors, LLC2,697$211.1K0.04%+2,697New
Arrowstreet Capital, Limited Partnership2,667$209.0K0.00%+2,667New
Arkadios Wealth Advisors2,659$208.1K0.02%+10+0.4%Added
Boston Private Wealth LLC2,654$207.7K0.00%−2,251−45.9%Reduced
Econ Financial Services Corp2,651$207.4K0.16%+20+0.8%Added
Albion Financial Group2,644$206.9K0.02%00.0%Unchanged
YHB Investment Advisors, Inc.2,642$206.8K0.02%00.0%Unchanged
Ambassador Advisors, LLC2,707$206.4K0.05%+2,707New
Romano Brothers and Company2,620$205.0K0.03%00.0%Unchanged
Girard Partners Ltd.2,612$204.4K0.02%+214+8.9%Added
Grantham, Mayo, Van Otterloo & Co. LLC2,600$203.5K0.00%−1,037−28.5%Reduced
Dearborn Partners LLC2,597$203.2K0.01%−51−1.9%Reduced
Hilltop Holdings Inc.2,596$203.1K0.03%+28+1.1%Added
Newman Dignan & Sheerar, Inc.2,585$202.3K0.06%+10.0%Added
Conning Inc.2,584$202.2K0.01%00.0%Unchanged
Northside Capital Management, LLC2,564$200.7K0.05%00.0%Unchanged
Graham Capital Management, L.P.2,560$200.3K0.01%+2,560New
IFP Advisors, Inc3,554$198.3K0.01%−23,866−87.0%Reduced
TD Private Client Wealth LLC2,323$181.8K0.01%−119−4.9%Reduced
Sentry Investment Management LLC2,278$178.0K0.07%−28−1.2%Reduced
Stephenson National Bank & Trust2,229$174.4K0.11%00.0%Unchanged
Montag A & Associates Inc2,200$172.2K0.01%00.0%Unchanged
AdvisorNet Financial, Inc2,164$169.4K0.02%−56−2.5%Reduced
Raleigh Capital Management Inc.2,071$162.1K0.08%+202+10.8%Added
Tompkins Financial Corp2,005$156.9K0.03%00.0%Unchanged
Bartlett & Co. LLC1,953$153.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,953$152.8K0.00%00.0%Unchanged
Private Trust Co NA1,937$151.6K0.02%−64−3.2%Reduced
Spirit of America Management Corp1,900$148.7K0.03%+1,900New
Endurance Wealth Management, Inc.1,889$148.0K0.02%00.0%Unchanged
Accel Wealth Management1,881$147.2K0.06%+11+0.6%Added
Federated Hermes, Inc.1,876$146.8K0.00%−131−6.5%Reduced
Benjamin F. Edwards & Company, Inc.1,867$146.0K0.01%−129−6.5%Reduced
Ci Investments Inc.1,856$145.0K0.00%+888+91.7%Added
Webster Bank, N. A.1,814$142.0K0.02%00.0%Unchanged
Granite FO LLC1,800$139.7K0.09%+1,800New
Oakworth Capital, Inc.1,766$138.2K0.01%−21−1.2%Reduced
Capital Analysts, LLC1,755$137.0K0.01%+1,755New
Lindbrook Capital, LLC1,740$136.2K0.02%+534+44.3%Added
Whittier Trust Co of Nevada Inc1,706$133.5K0.00%+107+6.7%Added
Cary Street Partner Investment Advisory LLC1,618$126.6K0.01%−64−3.8%Reduced
BerganKDV Wealth Management, LLC1,576$123.4K0.01%+63+4.2%Added
Acadian Asset Management LLC1,562$122.0K0.00%−7,170−82.1%Reduced
Jones Financial Companies LLLP1,553$121.5K0.00%+291+23.1%Added
West Branch Capital LLC1,527$119.5K0.07%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,516$118.6K0.02%−47−3.0%Reduced
Ellevest, Inc.1,430$111.9K0.01%+782+120.7%Added
Edmond de Rothschild Holding S.A.1,359$106.4K0.00%+148+12.2%Added
TSFG, LLC1,330$104.0K0.04%00.0%Unchanged
Centaurus Financial, Inc.1,334$104.0K0.01%+5+0.4%Added
Foster Dykema Cabot & Co Inc1,312$103.0K0.01%+1,312New
AlphaMark Advisors, LLC1,297$102.0K0.05%−80−5.8%Reduced
Quent Capital, LLC1,267$99.1K0.02%+19+1.5%Added
Old North State Trust, LLC1,198$94.0K0.07%−11−0.9%Reduced
Washington Trust Advisors, Inc.1,193$93.4K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt1,148$89.8K0.01%+200+21.1%Added
PEAK6 Investments LLC1,143$89.5K0.01%−921−44.6%Reduced
GoalVest Advisory LLC1,121$87.7K0.05%00.0%Unchanged
Manchester Capital Management LLC1,118$87.5K0.01%+24+2.2%Added
First Community Trust NA1,106$86.6K0.10%00.0%Unchanged
Sawyer & Company, Inc1,030$83.0K0.04%00.0%Unchanged
Emfo, LLC1,049$82.1K0.08%00.0%Unchanged
Alta Advisers Ltd1,000$78.3K0.05%00.0%Unchanged
Machina Capital S.A.S.1,000$78.3K0.07%+1,000New
Brown, Lisle/Cummings, Inc.944$73.9K0.04%00.0%Unchanged
Focused Wealth Management, Inc942$73.7K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC936$73.0K0.01%+27+3.0%Added
Farmers & Merchants Investments Inc925$72.4K0.00%−22−2.3%Reduced