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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.

Q2 2023 vs. Q1 2023

How the institutions holding Eversource Energy changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of ES: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders8676855−6
Shares294.6M25.2K280.3M−14.2M (−4.8%)
Value$21.6B$1.93M$19.9B−$1.79B (−8.3%)

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (87)

Institutions that held Eversource Energy at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to ES in Q2 2023
InstitutionSharesValue% of portfolio
NFJ Investment Group, LLC675,032$47.9M1.27%
Cbre Clarion Securities LLC90,070$6.39M0.11%
Houlihan Financial Resource Group, Ltd.69,626$5.18M0.16%
Synergy Financial Management, LLC72,434$5.14M1.27%
Squarepoint Ops LLC65,334$4.63M0.03%
Point72 Asset Management, L.P.55,899$3.96M0.01%
Aigen Investment Management, LP46,212$3.28M0.48%
John G Ullman & Associates Inc42,422$3.01M0.46%
Worldquant Millennium Advisors LLC41,239$2.92M0.05%
Wasatch Advisors Inc30,375$2.15M0.01%
FORA Capital, LLC26,048$1.85M0.26%
Blackhawk Capital Partners LLC.23,001$1.63M1.13%
PFW Advisors LLC22,078$1.48M0.49%
St Germain D J Co Inc19,886$1.41M0.07%
Centiva Capital, LP19,045$1.35M0.07%
Union Savings Bank13,878$1.00M0.60%
Polianta Ltd13,900$985.0K0.46%
Pinebridge Investments, L.P.11,760$834.0K0.01%
CTC Alternative Strategies, Ltd.10,800$765.9K0.95%
Quadrature Capital Ltd10,060$713.3K0.02%
Cresset Asset Management, LLC9,592$680.3K0.00%
Chiron Investment Management, LLC8,477$601.2K0.17%
Corton Capital Inc.6,987$495.5K0.23%
Fox Run Management, L.L.C.6,738$477.9K0.13%
Prime Capital Investment Advisors, LLC6,474$459.1K0.01%
Apella Capital, LLC5,992$425.0K0.03%
Bridgefront Capital, LLC5,505$390.4K0.21%
Jmac Enterprises LLC5,300$375.9K0.09%
First Hawaiian Bank5,091$361.1K0.01%
Cannon Global Investment Management, LLC5,000$354.6K1.84%
Vinva Investment Management Ltd4,860$338.8K0.03%
Summit Global Investments4,689$333.0K0.02%
XTX Topco Ltd4,361$309.3K0.06%
Waddell & Associates, LLC4,144$293.9K0.04%
Valeo Financial Advisors, LLC3,956$280.6K0.01%
IHT Wealth Management, LLC3,856$273.4K0.01%
Cable Hill Partners, LLC3,712$263.3K0.03%
Avestar Capital, LLC3,691$261.8K0.05%
Summit Trail Advisors, LLC3,686$261.4K0.01%
Lebenthal Global Advisors, LLC3,662$259.7K0.08%
Delphia (USA) Inc.3,628$257.3K0.41%
Redhawk Wealth Advisors, Inc.3,503$248.4K0.08%
Wealth Alliance3,419$242.5K0.04%
Empowered Funds, LLC2,898$205.5K0.01%
EA Series Trust2,898$205.5K0.01%
Mather Group, LLC.2,868$203.4K0.00%
Scoggin Management LP250,000$177.3K0.32%
UniSuper Management Pty Ltd2,500$177.3K0.00%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund1,900$135.0K0.00%
ORG Partners LLC1,567$111.3K0.02%
Sanctuary Wealth Management, L.L.C.1,263$89.6K0.09%
Kepos Capital LP1,185$84.0K0.02%
Bank of New Hampshire884$62.7K0.02%
PCA Investment Advisory Services Inc.857$60.8K0.04%
Glass Jacobson Investment Advisors llc787$55.8K0.03%
West Tower Group, LLC775$55.0K0.04%
Itau Unibanco Holding S.A.729$51.7K0.00%
Prostatis Group LLC50,070$50.1K0.02%
Barrett & Company, Inc.516$36.6K0.02%
Twin Tree Management, LP454$32.2K0.00%
Alaska Permanent Fund Corp313$22.2K0.00%
Fairfield, Bush & Co.266$18.9K0.01%
Headlands Technologies LLC220$15.6K0.00%
Coppell Advisory Solutions LLC158$11.0K0.00%
Beacon Capital Management, LLC144$10.2K0.00%
Nemes Rush Group LLC131$9.29K0.00%
First Pacific Financial117$8.30K0.00%
GW&K Investment Management, LLC116$8.00K0.00%
Duncker Streett & Co Inc61$4.33K0.00%
Impact Partnership Wealth, LLC59$4.18K0.00%
First Capital Advisors Group, LLC.56$3.97K0.00%
Old Point Trust & Financial Services N A47$3.33K0.00%
Chilton Capital Management LLC36$2.55K0.00%
Truvestments Capital LLC36$2.55K0.00%
Caldwell Sutter Capital, Inc.34$2.41K0.00%
Cornerstone Planning Group LLC34$2.41K0.00%
Bollard Group LLC30$2.00K0.00%
Cherry Tree Wealth Management, LLC18$1.28K0.00%
25 LLC14$1.02K0.00%
Financial Management Professionals, Inc.19$1.00K0.00%
VitalStone Financial, LLC11$1.00K0.00%
TFC Financial Management12$8520.00%
Crewe Advisors LLC10$7100.00%
Oliver Lagore Vanvalin Investment Group5$3550.00%
Sofos Investments, Inc.71$1060.00%
Comerica Bank8,531$150.00%
Transamerica Financial Advisors, Inc.1––

Sold out (93)

Institutions that held Eversource Energy at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of ES in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Brookfield Asset Management Inc.1,977,087$154.7M
Jennison Associates LLC433,962$34.0M
Twinbeech Capital LP180,949$14.2M
Covalis Capital LLP79,530$6.22M
First Republic Investment Management, Inc.61,832$4.84M
Tobam29,002$2.27M
Crestline Management, LP25,000$1.96M
Inceptionr LLC19,949$1.56M
Bayesian Capital Management, LP12,439$973.5K
Sherbrooke Park Advisers LLC10,500$821.7K
PGGM Investments10,098$790.0K
Qsemble Capital Management, LP9,400$735.6K
Citizens Financial Group Inc9,010$705.1K
Colony Family Offices, LLC8,954$700.7K
Empirical Asset Management, LLC7,985$624.9K
Ontario Teachers Pension Plan Board7,676$600.7K
Shelton Capital Management7,504$587.3K
International Assets Investment Management, LLC331,861$542.5K
MJP Associates Inc6,434$503.5K
Industrial Alliance Investment Management Inc.6,184$484.0K
Balentine LLC6,094$476.9K
Banque Pictet & Cie SA5,430$425.0K
AIA Group Ltd5,230$409.3K
Boothbay Fund Management, LLC4,464$349.4K
Walleye Trading LLC4,226$330.7K
Wealthstar Advisors, LLC4,198$328.6K
Vident Investment Advisory, LLC4,110$321.6K
Davy Global Fund Management Ltd3,683$288.2K
Sowell Financial Services LLC3,597$282.0K
Centre Asset Management, LLC3,506$274.0K
Advisory Services Network, LLC3,453$270.2K
West Family Investments, Inc.3,137$245.5K
Clear Harbor Asset Management, LLC3,120$244.2K
Berkshire Bank3,063$239.7K
Campbell & CO Investment Adviser LLC2,982$233.4K
Financial Advocates Investment Management2,966$232.1K
Berkshire Asset Management LLC2,938$229.9K
Financial Counselors Inc2,911$228.0K
Miracle Mile Advisors, LLC2,871$224.7K
Schechter Investment Advisors, LLC2,867$224.4K
Advisor Resource Council2,746$220.4K
Adviser Investments LLC2,807$219.7K
Clarius Group, LLC2,801$219.2K
Beaton Management Co. Inc.2,729$214.0K
Lockerman Financial Group, Inc.2,727$213.4K
Opus Capital Group, LLC2,706$212.0K
Perennial Investment Advisors, LLC2,697$211.1K
Arrowstreet Capital, Limited Partnership2,667$209.0K
Arkadios Wealth Advisors2,659$208.1K
Boston Private Wealth LLC2,654$207.7K
Econ Financial Services Corp2,651$207.4K
YHB Investment Advisors, Inc.2,642$206.8K
Ambassador Advisors, LLC2,707$206.4K
Romano Brothers and Company2,620$205.0K
Girard Partners Ltd.2,612$204.4K
Grantham, Mayo, Van Otterloo & Co. LLC2,600$203.5K
Dearborn Partners LLC2,597$203.2K
Newman Dignan & Sheerar, Inc.2,585$202.3K
Conning Inc.2,584$202.2K
Northside Capital Management, LLC2,564$200.7K
Graham Capital Management, L.P.2,560$200.3K
Accel Wealth Management1,881$147.2K
Ellevest, Inc.1,430$111.9K
Centaurus Financial, Inc.1,334$104.0K
Old North State Trust, LLC1,198$94.0K
Machina Capital S.A.S.1,000$78.3K
AM Squared Ltd800$62.6K
Pointe Capital Management LLC682$53.4K
Ameritas Advisory Services, LLC364$28.8K
New Hampshire Trust323$25.3K
Quarry LP315$24.7K
Global Financial Private Client, LLC318$24.6K
Cascade Investment Advisors, Inc.300$23.5K
Mascoma Wealth Management LLC300$23.3K
TCI Wealth Advisors, Inc.297$23.2K
Graves-Light Private Wealth Management, Inc.278$21.8K
Steward Financial Group LLC196$15.0K
Riverview Trust Co181$14.2K
Schubert & Co151$11.8K
Hallmark Capital Management Inc119$9.31K
Legend Financial Advisors, Inc.113$8.84K
Point72 Middle East FZE112$8.77K
United Community Bank90$7.04K
Fortis Capital Advisors, LLC55$4.30K
Dividend Assets Capital, LLC32$3.00K
Toth Financial Advisory Corp30$2.35K
Delos Wealth Advisors, LLC28$2.19K
Plante Moran Financial Advisors, LLC14$1.10K
Core Alternative Capital10$783
Grey Fox Wealth Advisors, LLC10$783
WestEnd Advisors, LLC–$626
JNBA Financial Advisors7$548
Summit Wealth Group, LLC10,956$0

Not filed for Q2 2023 yet (6)

Institutions that held Eversource Energy at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC14,592$1.14M
Barber Financial Group, Inc.5,924$463.6K
Cerro Pacific Wealth Advisors LLC3,037$237.7K
Pathway Financial Advisers, LLC712$55.7K
Ahrens Investment Partners LLC425$33.3K
Andesa Financial Management Inc.464–