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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 278 | $19.7K | 0.00% | −18−6.1% | Reduced |
| City State Bank | 287 | $20.0K | 0.01% | +37+14.8% | Added |
| Delta Asset Management LLC | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 302 | $21.4K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 306 | $21.7K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 312 | $22.1K | 0.00% | +65+26.3% | Added |
| Alaska Permanent Fund Corp | 313 | $22.2K | 0.00% | +313 | New |
| Hanson & Doremus Investment Management | 328 | $23.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 326 | $23.1K | 0.01% | −6−1.8% | Reduced |
| Paladin Advisory Group, LLC | 334 | $23.7K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 347 | $24.6K | 0.01% | +29+9.1% | Added |
| Salem Investment Counselors Inc | 364 | $25.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 354 | $26.0K | 0.02% | +94+36.2% | Added |
| Horan Securities, Inc. | 368 | $26.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 373 | $26.5K | 0.00% | +111+42.4% | Added |
| Washington Trust Co | 377 | $26.7K | 0.00% | −213−36.1% | Reduced |
| Park Place Capital Corp | 383 | $27.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 406 | $28.8K | 0.00% | +84+26.1% | Added |
| Credit Agricole S A | 419 | $29.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 442 | $31.4K | 0.01% | +294+198.6% | Added |
| Piscataqua Savings Bank | 450 | $31.9K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 456 | $32.0K | 0.01% | −229−33.4% | Reduced |
| Twin Tree Management, LP | 454 | $32.2K | 0.00% | +454 | New |
| Resurgent Financial Advisors LLC | 462 | $32.8K | 0.02% | −9−1.9% | Reduced |
| Bogart Wealth, LLC | 470 | $33.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 515 | $35.0K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 502 | $35.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 508 | $36.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 510 | $36.2K | 0.00% | −48−8.6% | Reduced |
| Harbour Investments, Inc. | 513 | $36.4K | 0.00% | −89−14.8% | Reduced |
| Barrett & Company, Inc. | 516 | $36.6K | 0.02% | +516 | New |
| Coston, McIsaac & Partners | 525 | $37.0K | 0.01% | +1+0.2% | Added |
| WealthPLAN Partners, LLC | 524 | $37.2K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 535 | $37.9K | 0.01% | +81+17.8% | Added |
| Fairfield Financial Advisors, LTD | 557 | $39.5K | 0.02% | +5+0.9% | Added |
| Tradition Wealth Management, LLC | 566 | $40.0K | 0.00% | −25−4.2% | Reduced |
| DT Investment Partners, LLC | 577 | $40.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 609 | $43.2K | 0.01% | −20−3.2% | Reduced |
| ICA Group Wealth Management, LLC | 631 | $44.8K | 0.01% | +600+1,935.5% | Added |
| Zions Bancorporation, N.A. | 643 | $45.6K | 0.00% | +11+1.7% | Added |
| Addison Advisors LLC | 675 | $47.9K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 682 | $48.0K | 0.00% | +502+278.9% | Added |
| Deseret Mutual Benefit Administrators | 680 | $48.2K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 685 | $48.6K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 687 | $48.7K | 0.03% | 00.0% | Unchanged |
| Prostatis Group LLC | 50,070 | $50.1K | 0.02% | +50,070 | New |
| Caldwell Trust Co | 708 | $50.2K | 0.01% | −155−18.0% | Reduced |
| PSI Advisors, LLC | 708 | $50.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 714 | $50.6K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 722 | $51.2K | 0.02% | −55−7.1% | Reduced |
| Itau Unibanco Holding S.A. | 729 | $51.7K | 0.00% | +729 | New |
| Perkins Coie Trust Co | 734 | $52.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 748 | $53.0K | 0.01% | −41−5.2% | Reduced |
| West Tower Group, LLC | 775 | $55.0K | 0.04% | +775 | New |
| Glass Jacobson Investment Advisors llc | 787 | $55.8K | 0.03% | +787 | New |
| First Horizon Advisors, Inc. | 792 | $56.2K | 0.00% | −80−9.2% | Reduced |
| Gould Capital, LLC | 800 | $56.7K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 833 | $59.1K | 0.03% | +8+1.0% | Added |
| Tucker Asset Management LLC | 848 | $60.1K | 0.02% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 857 | $60.8K | 0.04% | +857 | New |
| Baldwin Brothers Inc | 859 | $60.9K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 881 | $62.0K | 0.01% | +116+15.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $62.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 884 | $62.7K | 0.02% | +884 | New |
| Assetmark, Inc | 885 | $62.8K | 0.00% | −3,833−81.2% | Reduced |
| CoreFirst Bank & Trust | 907 | $64.3K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 925 | $65.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $66.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $66.9K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 982 | $69.6K | 0.00% | −11,524−92.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 997 | $70.7K | 0.00% | +392+64.8% | Added |
| Granite FO LLC | 1,000 | $70.9K | 0.05% | −800−44.4% | Reduced |
| Alta Advisers Ltd | 1,000 | $70.9K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,002 | $71.0K | 0.01% | +66+7.1% | Added |
| Sawyer & Company, Inc | 1,030 | $73.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $74.4K | 0.07% | 00.0% | Unchanged |
| First Community Trust NA | 1,106 | $78.4K | 0.09% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,140 | $80.8K | 0.04% | +19+1.7% | Added |
| Quent Capital, LLC | 1,141 | $80.9K | 0.01% | −126−9.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,148 | $81.4K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,161 | $82.3K | 0.01% | +43+3.8% | Added |
| Kepos Capital LP | 1,185 | $84.0K | 0.02% | +1,185 | New |
| Washington Trust Advisors, Inc. | 1,193 | $84.6K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,260 | $89.4K | 0.00% | −99−7.3% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 1,263 | $89.6K | 0.09% | +1,263 | New |
| AlphaMark Advisors, LLC | 1,297 | $92.0K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,312 | $93.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,333 | $95.0K | 0.04% | +3+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,367 | $96.9K | 0.01% | −251−15.5% | Reduced |
| BerganKDV Wealth Management, LLC | 1,483 | $105.2K | 0.01% | −93−5.9% | Reduced |
| West Branch Capital LLC | 1,527 | $108.3K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,527 | $108.3K | 0.02% | +11+0.7% | Added |
| Acadian Asset Management LLC | 1,562 | $110.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1,567 | $111.3K | 0.02% | +1,567 | New |
| Benjamin F. Edwards & Company, Inc. | 1,574 | $112.0K | 0.00% | −293−15.7% | Reduced |
| Jones Financial Companies LLLP | 1,649 | $116.9K | 0.00% | +96+6.2% | Added |
| Lindbrook Capital, LLC | 1,702 | $120.7K | 0.01% | −38−2.2% | Reduced |
| Capital Analysts, LLC | 1,726 | $122.0K | 0.01% | −29−1.7% | Reduced |
| Federated Hermes, Inc. | 1,796 | $127.4K | 0.00% | −80−4.3% | Reduced |
| Webster Bank, N. A. | 1,814 | $128.6K | 0.02% | 00.0% | Unchanged |