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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 118 | $9.23K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 113 | $8.84K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 112 | $8.77K | 0.00% | +112 | New |
| JFS Wealth Advisors, LLC | 111 | $8.69K | 0.00% | −111−50.0% | Reduced |
| Column Capital Advisors, LLC | 111 | $8.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 103 | $8.06K | 0.00% | +82+390.5% | Added |
| United Community Bank | 90 | $7.04K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $6.81K | 0.00% | −47−35.1% | Reduced |
| Castleview Partners, LLC | 81 | $6.34K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 79 | $6.18K | 0.00% | +49+163.3% | Added |
| Pin Oak Investment Advisors Inc | 83 | $6.00K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $5.56K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $5.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $5.17K | 0.00% | −51−43.6% | Reduced |
| Eagle Bay Advisors LLC | 61 | $4.78K | 0.00% | −7−10.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 60 | $4.70K | 0.00% | −141−70.1% | Reduced |
| Carolinas Wealth Consulting LLC | 57 | $4.46K | 0.00% | +24+72.7% | Added |
| Baker Avenue Asset Management, LP | 55 | $4.30K | 0.00% | −87−61.3% | Reduced |
| Fortis Capital Advisors, LLC | 55 | $4.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $4.23K | 0.00% | −29−34.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 47 | $3.68K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 44 | $3.44K | 0.00% | +44 | New |
| Venturi Wealth Management, LLC | 43 | $3.37K | 0.00% | +43 | New |
| Sutton Wealth Advisors Inc. | 42 | $3.29K | 0.00% | +3+7.7% | Added |
| Clearstead Advisors, LLC | 40 | $3.13K | 0.00% | −78−66.1% | Reduced |
| Dividend Assets Capital, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 36 | $2.82K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 34 | $2.66K | 0.00% | +34 | New |
| ICA Group Wealth Management, LLC | 31 | $2.43K | 0.00% | −600−95.1% | Reduced |
| Ancora Advisors, LLC | 31 | $2.43K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $2.19K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 27 | $2.11K | 0.00% | −38−58.5% | Reduced |
| Magnolia Capital Management Ltd | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.96K | 0.00% | +25 | New |
| Pacifica Partners Inc. | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $1.56K | 0.00% | −4−16.7% | Reduced |
| Larson Financial Group LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.25K | 0.00% | −7−30.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $1.02K | 0.00% | −295−95.8% | Reduced |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −42,147−100.0% | Reduced |
| Avion Wealth | 20 | $1.00K | 0.00% | +6+42.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $1.00K | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 12 | $955 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 11 | $923 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 11 | $861 | 0.00% | −49−81.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 10 | $783 | 0.00% | −136−93.2% | Reduced |
| Highline Wealth Partners LLC | 10 | $783 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $783 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $783 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $782 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $705 | 0.00% | −1−10.0% | Reduced |
| SOA Wealth Advisors, LLC. | 8 | $630 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $626 | 0.00% | – | – |
| JNBA Financial Advisors | 7 | $548 | 0.00% | +7 | New |
| True Wealth Design, LLC | 5 | $392 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $391 | 0.00% | +5 | New |
| Summit Wealth Group, LLC | 10,956 | $0 | 0.00% | +10,956 | New |
| EP Wealth Advisors, LLC | 1,595 | – | – | +1,595 | New |
| Andesa Financial Management Inc. | 464 | – | – | +464 | New |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Clean Energy Transition LLP | 0 | $0 | 0.00% | −244,895−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −141,606−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −75,195−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −48,280−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −43,400−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,588−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,595−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −11,762−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −7,857−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −6,420−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,699−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,451−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −3,612−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Wilkins Investment Counsel Inc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −2,642−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −2,533−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −2,505−100.0% | Sold out |
| Tanager Wealth Management LLP | 0 | $0 | 0.00% | −2,497−100.0% | Sold out |
| Sightline Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |