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 |
|---|---|---|---|---|---|
| CoreFirst Bank & Trust | 907 | $71.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $68.4K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 872 | $68.3K | 0.00% | −5−0.6% | Reduced |
| Caldwell Trust Co | 863 | $67.5K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 859 | $67.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 848 | $66.4K | 0.02% | +36+4.4% | Added |
| Kelly Financial Services LLC | 825 | $64.6K | 0.03% | +7+0.9% | Added |
| Rosenberg Matthew Hamilton | 811 | $63.5K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $62.6K | 0.05% | 00.0% | Unchanged |
| AM Squared Ltd | 800 | $62.6K | 0.05% | +800 | New |
| Farther Finance Advisors, LLC | 789 | $61.7K | 0.02% | −151−16.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 777 | $60.8K | 0.03% | +74+10.5% | Added |
| Vestor Capital, LLC | 765 | $60.0K | 0.01% | +4+0.5% | Added |
| Perkins Coie Trust Co | 734 | $57.4K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 714 | $55.9K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $55.7K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 708 | $55.4K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 2,695 | $54.0K | 0.01% | −38,909−93.5% | Reduced |
| Clear Street Markets LLC | 685 | $54.0K | 0.01% | +333+94.6% | Added |
| PFG Private Wealth Management, LLC | 687 | $53.8K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 685 | $53.6K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 682 | $53.4K | 0.04% | +682 | New |
| Deseret Mutual Benefit Administrators | 680 | $53.2K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 675 | $52.8K | 0.03% | −19−2.7% | Reduced |
| Zions Bancorporation, N.A. | 632 | $49.5K | 0.00% | −20−3.1% | Reduced |
| Parkside Financial Bank & Trust | 629 | $49.2K | 0.01% | +44+7.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 605 | $47.3K | 0.00% | −120−16.6% | Reduced |
| Harbour Investments, Inc. | 602 | $47.1K | 0.00% | +1+0.2% | Added |
| Washington Trust Co | 590 | $46.2K | 0.00% | +65+12.4% | Added |
| Tradition Wealth Management, LLC | 591 | $46.0K | 0.01% | +28+5.0% | Added |
| DT Investment Partners, LLC | 577 | $44.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 558 | $43.7K | 0.01% | +94+20.3% | Added |
| Fairfield Financial Advisors, LTD | 552 | $43.1K | 0.02% | +4+0.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 547 | $42.8K | 0.03% | +1+0.2% | Added |
| WealthPLAN Partners, LLC | 524 | $41.0K | 0.00% | +524 | New |
| Coston, McIsaac & Partners | 524 | $41.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 515 | $40.3K | 0.03% | +82+18.9% | Added |
| Brown Brothers Harriman & Co | 508 | $39.8K | 0.00% | −958−65.3% | Reduced |
| WealthPlan Investment Management, LLC | 502 | $39.3K | 0.01% | +502 | New |
| Resurgent Financial Advisors LLC | 471 | $36.9K | 0.02% | +149+46.3% | Added |
| Bogart Wealth, LLC | 470 | $36.8K | 0.00% | +101+27.4% | Added |
| City Holding Co | 454 | $35.5K | 0.01% | −79−14.8% | Reduced |
| Piscataqua Savings Bank | 450 | $35.2K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 425 | $33.3K | 0.02% | +425 | New |
| Credit Agricole S A | 419 | $32.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 360 | $30.0K | 0.00% | −1,498−80.6% | Reduced |
| Park Place Capital Corp | 383 | $30.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 371 | $29.0K | 0.00% | −207−35.8% | Reduced |
| Horan Securities, Inc. | 368 | $28.8K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 364 | $28.8K | 0.00% | +364 | New |
| Salem Investment Counselors Inc | 364 | $28.5K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $26.1K | 0.02% | +334 | New |
| Hanson & Doremus Investment Management | 328 | $26.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 332 | $26.0K | 0.01% | −6−1.8% | Reduced |
| New Hampshire Trust | 323 | $25.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 322 | $25.2K | 0.00% | +110+51.9% | Added |
| Hexagon Capital Partners LLC | 318 | $24.9K | 0.01% | +6+1.9% | Added |
| Quarry LP | 315 | $24.7K | 0.01% | +231+275.0% | Added |
| Global Financial Private Client, LLC | 318 | $24.6K | 0.01% | +318 | New |
| Piershale Financial Group, Inc. | 306 | $23.9K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 302 | $23.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $23.5K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 300 | $23.5K | 0.02% | +300 | New |
| Mascoma Wealth Management LLC | 300 | $23.3K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 297 | $23.2K | 0.00% | +58+24.3% | Added |
| Umb Bank N A | 296 | $23.2K | 0.00% | +18+6.5% | Added |
| CVA Family Office, LLC | 285 | $22.3K | 0.00% | +235+470.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 279 | $21.8K | 0.00% | +88+46.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 278 | $21.8K | 0.00% | +278 | New |
| Hall Laurie J Trustee | 270 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 262 | $20.5K | 0.01% | +2+0.8% | Added |
| First Command Bank | 262 | $20.5K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 262 | $20.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 262 | $20.5K | 0.00% | +262 | New |
| Covestor Ltd | 260 | $20.0K | 0.02% | +13+5.3% | Added |
| City State Bank | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 247 | $19.3K | 0.00% | −1,586−86.5% | Reduced |
| Anchor Investment Management, LLC | 246 | $19.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 227 | $17.8K | 0.01% | −200−46.8% | Reduced |
| First Personal Financial Services | 225 | $17.6K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 220 | $17.0K | 0.00% | −39−15.1% | Reduced |
| GeoWealth Management, LLC | 229 | $17.0K | 0.00% | +8+3.6% | Added |
| Financial Perspectives, Inc | 210 | $16.4K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 202 | $15.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $15.7K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $15.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 196 | $15.0K | 0.00% | +37+23.3% | Added |
| Riverview Trust Co | 181 | $14.2K | 0.01% | +181 | New |
| Loomis Sayles & Co L P | 180 | $14.0K | 0.00% | −773−81.1% | Reduced |
| Clean Yield Group | 155 | $12.1K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 151 | $11.8K | 0.01% | −10−6.2% | Reduced |
| Concord Wealth Partners | 148 | $11.6K | 0.00% | −5,222−97.2% | Reduced |
| Westside Investment Management, Inc. | 134 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 130 | $10.2K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $9.78K | 0.01% | −75−37.5% | Reduced |
| Compass Wealth Management LLC | 119 | $9.31K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 119 | $9.31K | 0.00% | +119 | New |
| Mark Sheptoff Financial Planning, LLC | 118 | $9.23K | 0.01% | 00.0% | Unchanged |