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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, Q2 2023

Institutional positions in Eversource Energy as of Jun 30, 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
855
−6 vs. Q1 2023
Shares held
280.3M
−14.2M (−4.8%) vs. Q1 2023
Total value
$19.9B
−$1.79B (−8.3%) vs. Q1 2023
New holders
87
303 more added
Sold out
93
294 more reduced

6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 855 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 heldQ2 2023: $19.9B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2023.

Institutions holding ES in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)2$00.00%−5−71.4%Reduced
Comerica Bank8,531$150.00%+8,531New
Sofos Investments, Inc.71$1060.00%+71New
True Wealth Design, LLC5$3550.00%00.0%Unchanged
USA Financial Portformulas Corp5$3550.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group5$3550.00%+5New
Column Capital Advisors, LLC8$5670.00%−103−92.8%Reduced
SOA Wealth Advisors, LLC.8$5710.00%00.0%Unchanged
Trifecta Capital Advisors, LLC9$6390.00%00.0%Unchanged
Highline Wealth Partners LLC10$7090.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$7090.00%00.0%Unchanged
Crewe Advisors LLC10$7100.00%+10New
Stonebridge Capital Advisors LLC11$7800.00%00.0%Unchanged
TFC Financial Management12$8520.00%+12New
Country Trust Bank13$9220.00%00.0%Unchanged
FinTrust Capital Advisors, LLC11$9230.00%00.0%Unchanged
Avion Wealth27$1.00K0.00%+7+35.0%Added
Financial Management Professionals, Inc.19$1.00K0.00%+19New
VitalStone Financial, LLC11$1.00K0.00%+11New
25 LLC14$1.02K0.00%+14New
SJS Investment Consulting Inc.15$1.06K0.00%−1−6.3%Reduced
Cherry Tree Wealth Management, LLC18$1.28K0.00%+18New
Larson Financial Group LLC20$1.42K0.00%00.0%Unchanged
Disciplined Investments, LLC20$1.42K0.00%00.0%Unchanged
Pacifica Partners Inc.20$1.43K0.00%00.0%Unchanged
TD Capital Management LLC25$1.77K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC25$1.77K0.00%00.0%Unchanged
Proffitt & Goodson Inc27$1.92K0.00%00.0%Unchanged
MCF Advisors LLC28$1.99K0.00%00.0%Unchanged
Magnolia Capital Management Ltd30$2.00K0.00%00.0%Unchanged
Bollard Group LLC30$2.00K0.00%+30New
Key Financial Inc30$2.13K0.00%00.0%Unchanged
Wolff Wiese Magana LLC30$2.13K0.00%+20+200.0%Added
Ancora Advisors, LLC31$2.20K0.00%00.0%Unchanged
Ridgewood Investments LLC34$2.41K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.34$2.41K0.00%+34New
Cornerstone Planning Group LLC34$2.41K0.00%+34New
McIlrath & Eck, LLC36$2.55K0.00%00.0%Unchanged
Truvestments Capital LLC36$2.55K0.00%+36New
Chilton Capital Management LLC36$2.55K0.00%+36New
Clearstead Advisors, LLC40$2.84K0.00%00.0%Unchanged
Winch Advisory Services, LLC40$3.00K0.00%+1+2.6%Added
Baker Avenue Asset Management, LP43$3.05K0.00%−12−21.8%Reduced
Venturi Wealth Management, LLC43$3.05K0.00%00.0%Unchanged
Sunbelt Securities, Inc.44$3.14K0.00%00.0%Unchanged
Centennial Bank47$3.33K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A47$3.33K0.00%+47New
Thomas J. Herzfeld Advisors, Inc.52$3.69K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.52$3.69K0.00%+40+333.3%Added
First Capital Advisors Group, LLC.56$3.97K0.00%+56New
Carolinas Wealth Consulting LLC57$4.06K0.00%00.0%Unchanged
Impact Partnership Wealth, LLC59$4.18K0.00%+59New
Duncker Streett & Co Inc61$4.33K0.00%+61New
Eagle Bay Advisors LLC61$4.33K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton64$4.54K0.00%−747−92.1%Reduced
Cullen/Frost Bankers, Inc.68$4.82K0.00%+8+13.3%Added
Solstein Capital, LLC69$4.89K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC69$4.89K0.00%−42−37.8%Reduced
Raffa Wealth Management, LLC71$5.04K0.00%00.0%Unchanged
Bell Investment Advisors, Inc79$5.60K0.00%−8−9.2%Reduced
Grove Bank & Trust79$5.60K0.00%00.0%Unchanged
Castleview Partners, LLC81$5.75K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.82$5.82K0.00%+40+95.2%Added
Rocky Mountain Advisers, LLC75$5.87K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc83$6.00K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC102$7.23K0.00%+36+54.5%Added
Abound Wealth Management107$7.59K0.00%+4+3.9%Added
Pension & Wealth Management Advisors, Inc.0$7.61K0.01%−547−100.0%Reduced
GW&K Investment Management, LLC116$8.00K0.00%+116New
First Pacific Financial117$8.30K0.00%+117New
Mark Sheptoff Financial Planning, LLC118$8.37K0.00%00.0%Unchanged
Compass Wealth Management LLC119$8.44K0.00%00.0%Unchanged
Robbins Farley LLC125$8.87K0.01%00.0%Unchanged
Hartford Financial Management Inc.130$9.22K0.00%00.0%Unchanged
Nemes Rush Group LLC131$9.29K0.00%+131New
Westside Investment Management, Inc.134$9.50K0.00%00.0%Unchanged
Red Tortoise LLC141$10.0K0.01%+87+161.1%Added
Beacon Capital Management, LLC144$10.2K0.00%+144New
Colonial Trust Co147$10.4K0.00%+29+24.6%Added
Clean Yield Group155$11.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC158$11.0K0.00%+158New
Financial Synergies Wealth Advisors, Inc.186$13.2K0.00%−93−33.3%Reduced
Vigilant Capital Management, LLC200$14.0K0.00%00.0%Unchanged
Valley National Advisers Inc194$14.0K0.00%00.0%Unchanged
Investors Research Corp199$14.1K0.00%00.0%Unchanged
Heritage Wealth Advisors200$14.2K0.00%00.0%Unchanged
North Star Investment Management Corp.202$14.3K0.00%00.0%Unchanged
Financial Perspectives, Inc210$14.9K0.01%00.0%Unchanged
GeoWealth Management, LLC223$15.0K0.00%−6−2.6%Reduced
Massmutual Trust Co FSB215$15.2K0.00%−156−42.0%Reduced
Headlands Technologies LLC220$15.6K0.00%+220New
First Personal Financial Services225$16.0K0.00%00.0%Unchanged
Atticus Wealth Management, LLC227$16.1K0.01%00.0%Unchanged
Anchor Investment Management, LLC246$17.4K0.00%00.0%Unchanged
First Command Bank262$18.6K0.00%00.0%Unchanged
First Command Financial Services, Inc.262$18.6K0.00%00.0%Unchanged
Gleason Group, Inc.265$18.8K0.00%+3+1.1%Added
Fairfield, Bush & Co.266$18.9K0.01%+266New
Ronald Blue Trust, Inc.240$19.0K0.00%−120−33.3%Reduced
Hall Laurie J Trustee270$19.0K0.01%00.0%Unchanged