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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 1,815 | $128.7K | 0.01% | +49+2.8% | Added |
| Private Trust Co NA | 1,837 | $130.3K | 0.02% | −100−5.2% | Reduced |
| Endurance Wealth Management, Inc. | 1,889 | $134.0K | 0.02% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 1,900 | $135.0K | 0.00% | +1,900 | New |
| Bartlett & Co. Wealth Management LLC | 1,953 | $138.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,953 | $139.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,005 | $142.2K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2,080 | $147.5K | 0.03% | +1,795+629.8% | Added |
| Whittier Trust Co of Nevada Inc | 2,145 | $152.1K | 0.01% | +439+25.7% | Added |
| Montag A & Associates Inc | 2,200 | $156.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,261 | $160.0K | 0.00% | +2,243+12,461.1% | Added |
| Sentry Investment Management LLC | 2,278 | $162.0K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,323 | $164.8K | 0.01% | +159+7.3% | Added |
| TD Private Client Wealth LLC | 2,353 | $166.9K | 0.01% | +30+1.3% | Added |
| Raleigh Capital Management Inc. | 2,407 | $170.7K | 0.09% | +336+16.2% | Added |
| Center for Financial Planning, Inc. | 2,483 | $176.1K | 0.04% | −871−26.0% | Reduced |
| Scoggin Management LP | 250,000 | $177.3K | 0.32% | +250,000 | New |
| UniSuper Management Pty Ltd | 2,500 | $177.3K | 0.00% | +2,500 | New |
| TD Waterhouse Canada Inc. | 2,503 | $177.7K | 0.00% | +2,283+1,037.7% | Added |
| Ci Investments Inc. | 2,513 | $178.0K | 0.00% | +657+35.4% | Added |
| HM Payson & Co | 2,595 | $184.0K | 0.00% | −725−21.8% | Reduced |
| Glassman Wealth Services | 2,607 | $184.9K | 0.03% | −311−10.7% | Reduced |
| Albion Financial Group | 2,644 | $187.5K | 0.02% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,822 | $200.1K | 0.05% | −46−1.6% | Reduced |
| IFP Advisors, Inc | 3,604 | $201.1K | 0.01% | +50+1.4% | Added |
| PFG Investments, LLC | 2,849 | $202.1K | 0.04% | +6+0.2% | Added |
| Mather Group, LLC. | 2,868 | $203.4K | 0.00% | +2,868 | New |
| MQS Management LLC | 2,871 | $203.6K | 0.14% | −445−13.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,879 | $204.2K | 0.03% | +119+4.3% | Added |
| Empowered Funds, LLC | 2,898 | $205.5K | 0.01% | +2,898 | New |
| EA Series Trust | 2,898 | $205.5K | 0.01% | +2,898 | New |
| Applied Capital LLC | 2,939 | $208.4K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 2,873 | $209.2K | 0.07% | +79+2.8% | Added |
| Virtus ETF Advisers LLC | 2,959 | $209.9K | 0.12% | −551−15.7% | Reduced |
| Woodstock Corp | 2,986 | $211.8K | 0.02% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 3,006 | $213.2K | 0.04% | +8+0.3% | Added |
| Johnson Investment Counsel Inc | 3,026 | $214.6K | 0.00% | −18−0.6% | Reduced |
| Cadence Wealth Management LLC | 3,042 | $215.8K | 0.21% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 3,043 | $215.8K | 0.05% | +21+0.7% | Added |
| Black Diamond Financial, LLC | 3,044 | $215.9K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,045 | $216.0K | 0.16% | +298+10.8% | Added |
| Chesapeake Asset Management LLC | 3,066 | $217.4K | 0.20% | +94+3.2% | Added |
| Parsons Capital Management Inc | 3,074 | $218.0K | 0.02% | −975−24.1% | Reduced |
| EP Wealth Advisors, LLC | 10,403 | $218.9K | 0.00% | +8,808+552.2% | Added |
| Parcion Private Wealth LLC | 3,090 | $219.1K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,129 | $221.9K | 0.03% | +533+20.5% | Added |
| Gateway Investment Advisers LLC | 3,133 | $222.2K | 0.00% | +145+4.9% | Added |
| Global Retirement Partners, LLC | 3,153 | $223.6K | 0.01% | −866−21.5% | Reduced |
| Sculati Wealth Management, LLC | 3,162 | $224.2K | 0.11% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 3,181 | $225.7K | 0.03% | −238−7.0% | Reduced |
| Coldstream Capital Management Inc | 3,199 | $226.9K | 0.01% | −485−13.2% | Reduced |
| CSM Advisors, LLC | 3,195 | $227.0K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $227.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,215 | $228.0K | 0.01% | −242−7.0% | Reduced |
| Strategy Asset Managers LLC | 3,217 | $228.2K | 0.05% | +132+4.3% | Added |
| Sequoia Financial Advisors, LLC | 3,218 | $228.2K | 0.00% | −1,193−27.0% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $228.6K | 0.20% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 3,233 | $229.3K | 0.18% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,256 | $231.0K | 0.02% | −5,881−64.4% | Reduced |
| HRT Financial LP | 3,291 | $233.0K | 0.00% | −2,544−43.6% | Reduced |
| Means Investment Co., Inc. | 3,307 | $234.5K | 0.04% | +24+0.7% | Added |
| Glenview Trust Co | 3,327 | $235.9K | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,335 | $236.5K | 0.06% | −1,268−27.5% | Reduced |
| West Paces Advisors Inc. | 3,356 | $238.0K | 0.07% | −80−2.3% | Reduced |
| Smithfield Trust Co | 3,387 | $240.0K | 0.01% | −15−0.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,306 | $241.4K | 0.09% | +11+0.3% | Added |
| Moody National Bank Trust Division | 3,410 | $241.8K | 0.02% | +198+6.2% | Added |
| Pinkerton Retirement Specialists, LLC | 3,413 | $242.1K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 3,419 | $242.5K | 0.04% | +3,419 | New |
| FC Advisory LLC | 3,423 | $242.8K | 0.10% | +29+0.9% | Added |
| Cozad Asset Management Inc | 3,431 | $243.3K | 0.03% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 3,442 | $243.7K | 0.01% | +404+13.3% | Added |
| Bessemer Group Inc | 3,438 | $244.0K | 0.00% | +720+26.5% | Added |
| Quadrant Capital Group LLC | 3,442 | $244.1K | 0.02% | −2,025−37.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $244.7K | 0.24% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $244.8K | 0.12% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,452 | $244.9K | 0.01% | +218+6.7% | Added |
| Hantz Financial Services, Inc. | 3,457 | $245.0K | 0.01% | +16+0.5% | Added |
| Congress Wealth Management LLC | 3,475 | $246.5K | 0.01% | −233−6.3% | Reduced |
| Goldstone Financial Group, LLC | 3,479 | $246.7K | 0.07% | +416+13.6% | Added |
| Central Trust Co | 3,481 | $246.9K | 0.01% | −284−7.5% | Reduced |
| Richard W. Paul & Associates, LLC | 3,501 | $248.3K | 0.11% | −21−0.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,503 | $248.4K | 0.08% | +3,503 | New |
| Zacks Investment Management | 3,538 | $250.9K | 0.00% | −421−10.6% | Reduced |
| Delphia (USA) Inc. | 3,628 | $257.3K | 0.41% | +3,628 | New |
| Williams Jones Wealth Management, LLC. | 3,651 | $258.9K | 0.00% | −250−6.4% | Reduced |
| Lebenthal Global Advisors, LLC | 3,662 | $259.7K | 0.08% | +3,662 | New |
| Summit Trail Advisors, LLC | 3,686 | $261.4K | 0.01% | +3,686 | New |
| Avestar Capital, LLC | 3,691 | $261.8K | 0.05% | +3,691 | New |
| Cable Hill Partners, LLC | 3,712 | $263.3K | 0.03% | +3,712 | New |
| NorthRock Partners, LLC | 3,725 | $264.2K | 0.03% | +42+1.1% | Added |
| Strait & Sound Wealth Management LLC | 3,726 | $264.2K | 0.26% | +58+1.6% | Added |
| Apollon Wealth Management, LLC | 3,735 | $264.9K | 0.01% | +109+3.0% | Added |
| Sovereign Financial Group, Inc. | 3,772 | $267.5K | 0.09% | +286+8.2% | Added |
| United Capital Financial Advisers, LLC | 3,776 | $267.8K | 0.00% | −270−6.7% | Reduced |
| Acima Private Wealth, LLC | 3,800 | $269.5K | 0.13% | 00.0% | Unchanged |
| Lincoln National Corp | 3,813 | $270.4K | 0.01% | −1,468−27.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,820 | $270.9K | 0.02% | −490−11.4% | Reduced |
| IHT Wealth Management, LLC | 3,856 | $273.4K | 0.01% | +3,856 | New |
| Fortis Group Advisors, LLC | 3,891 | $275.9K | 0.07% | 00.0% | Unchanged |