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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.

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
Opus Capital Group, LLC0$00.00%−2,706−100.0%Sold out
Perennial Investment Advisors, LLC0$00.00%−2,697−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−2,667−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−2,659−100.0%Sold out
Boston Private Wealth LLC0$00.00%−2,654−100.0%Sold out
Econ Financial Services Corp0$00.00%−2,651−100.0%Sold out
YHB Investment Advisors, Inc.0$00.00%−2,642−100.0%Sold out
Ambassador Advisors, LLC0$00.00%−2,707−100.0%Sold out
Romano Brothers and Company0$00.00%−2,620−100.0%Sold out
Girard Partners Ltd.0$00.00%−2,612−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−2,600−100.0%Sold out
Dearborn Partners LLC0$00.00%−2,597−100.0%Sold out
Newman Dignan & Sheerar, Inc.0$00.00%−2,585−100.0%Sold out
Conning Inc.0$00.00%−2,584−100.0%Sold out
Northside Capital Management, LLC0$00.00%−2,564−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−2,560−100.0%Sold out
Accel Wealth Management0$00.00%−1,881−100.0%Sold out
Ellevest, Inc.0$00.00%−1,430−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−1,334−100.0%Sold out
Old North State Trust, LLC0$00.00%−1,198−100.0%Sold out
Machina Capital S.A.S.0$00.00%−1,000−100.0%Sold out
AM Squared Ltd0$00.00%−800−100.0%Sold out
Pointe Capital Management LLC0$00.00%−682−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−364−100.0%Sold out
New Hampshire Trust0$00.00%−323−100.0%Sold out
Quarry LP0$00.00%−315−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−318−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−300−100.0%Sold out
Mascoma Wealth Management LLC0$00.00%−300−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−297−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−278−100.0%Sold out
Steward Financial Group LLC0$00.00%−196−100.0%Sold out
Riverview Trust Co0$00.00%−181−100.0%Sold out
Schubert & Co0$00.00%−151−100.0%Sold out
Hallmark Capital Management Inc0$00.00%−119−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−113−100.0%Sold out
Point72 Middle East FZE0$00.00%−112−100.0%Sold out
United Community Bank0$00.00%−90−100.0%Sold out
Fortis Capital Advisors, LLC0$00.00%−55−100.0%Sold out
Dividend Assets Capital, LLC0$00.00%−32−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−30−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−28−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−14−100.0%Sold out
Core Alternative Capital0$00.00%−10−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
WestEnd Advisors, LLC0$00.00%–Sold out
JNBA Financial Advisors0$00.00%−7−100.0%Sold out
Summit Wealth Group, LLC0$00.00%−10,956−100.0%Sold out
Kula Investments, LLC––––Not filed
Barber Financial Group, Inc.––––Not filed
Cerro Pacific Wealth Advisors LLC––––Not filed
Pathway Financial Advisers, LLC––––Not filed
Ahrens Investment Partners LLC––––Not filed
Andesa Financial Management Inc.––––Not filed