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 |
|---|---|---|---|---|---|
| Melfa Wealth Management, LLC | 3,894 | $276.1K | 0.28% | +13+0.3% | Added |
| Mayflower Financial Advisors, LLC | 3,920 | $278.0K | 0.04% | +102+2.7% | Added |
| Valeo Financial Advisors, LLC | 3,956 | $280.6K | 0.01% | +3,956 | New |
| Symmetry Partners, LLC | 4,000 | $284.0K | 0.02% | 00.0% | Unchanged |
| Cedrus LLC | 4,055 | $287.6K | 0.20% | +106+2.7% | Added |
| Marino, Stram & Associates LLC | 4,126 | $292.6K | 0.08% | +866+26.6% | Added |
| Waddell & Associates, LLC | 4,144 | $293.9K | 0.04% | +4,144 | New |
| Marble Harbor Investment Counsel, LLC | 4,161 | $295.1K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,181 | $296.0K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,175 | $296.0K | 0.06% | +15+0.4% | Added |
| Hurlow Wealth Management Group, Inc. | 4,179 | $296.4K | 0.13% | −10.0% | Reduced |
| MAI Capital Management | 4,199 | $297.8K | 0.00% | −416−9.0% | Reduced |
| Grace & White Inc | 4,200 | $297.9K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,215 | $298.9K | 0.00% | −241−5.4% | Reduced |
| Cullinan Associates Inc | 4,357 | $309.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,361 | $309.3K | 0.06% | +4,361 | New |
| Clifford Swan Investment Counsel LLC | 4,381 | $310.7K | 0.01% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,385 | $311.0K | 0.02% | −81−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 4,419 | $313.4K | 0.00% | +45+1.0% | Added |
| Savant Capital, LLC | 4,468 | $316.9K | 0.00% | −756−14.5% | Reduced |
| Veriti Management LLC | 4,509 | $319.8K | 0.04% | −604−11.8% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,542 | $322.1K | 0.06% | +317+7.5% | Added |
| Shore Point Advisors, LLC | 4,543 | $322.2K | 0.23% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,553 | $322.9K | 0.03% | −1,297−22.2% | Reduced |
| Ballentine Partners, LLC | 4,584 | $325.1K | 0.01% | −1,236−21.2% | Reduced |
| South Dakota Investment Council | 4,600 | $326.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,612 | $327.1K | 0.18% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,659 | $330.4K | 0.02% | −1,350−22.5% | Reduced |
| Charter Trust Co | 4,671 | $331.3K | 0.03% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 4,671 | $331.3K | 0.20% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,672 | $331.3K | 0.01% | −575−11.0% | Reduced |
| Continuum Advisory, LLC | 4,685 | $332.3K | 0.05% | −73−1.5% | Reduced |
| Horizon Investments, LLC | 4,690 | $332.6K | 0.01% | +423+9.9% | Added |
| Summit Global Investments | 4,689 | $333.0K | 0.02% | +4,689 | New |
| Ingalls & Snyder LLC | 4,721 | $335.0K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,733 | $335.7K | 0.01% | +632+15.4% | Added |
| First Manhattan Co | 4,752 | $337.0K | 0.00% | −3,185−40.1% | Reduced |
| KC Investment Advisors, LLC | 4,758 | $337.5K | 0.23% | +1,496+45.9% | Added |
| Vinva Investment Management Ltd | 4,860 | $338.8K | 0.03% | +4,860 | New |
| Meeder Advisory Services, Inc. | 4,792 | $339.8K | 0.04% | +260+5.7% | Added |
| Prio Wealth Limited Partnership | 4,795 | $340.1K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 4,823 | $342.1K | 0.08% | +109+2.3% | Added |
| KCM Investment Advisors LLC | 4,835 | $342.9K | 0.01% | −140−2.8% | Reduced |
| Gradient Investments LLC | 4,874 | $345.6K | 0.01% | +7+0.1% | Added |
| Checchi Capital Advisers, LLC | 4,885 | $346.4K | 0.03% | −750−13.3% | Reduced |
| Alpha Cubed Investments, LLC | 4,911 | $348.3K | 0.02% | −23−0.5% | Reduced |
| Colony Group LLC | 4,918 | $349.0K | 0.00% | +44+0.9% | Added |
| Wealthspire Advisors, LLC | 4,937 | $350.1K | 0.01% | −21−0.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,947 | $350.8K | 0.15% | −100−2.0% | Reduced |
| PEAK6 Investments LLC | 4,961 | $351.8K | 0.03% | +3,818+334.0% | Added |
| Cannon Global Investment Management, LLC | 5,000 | $354.6K | 1.84% | +5,000 | New |
| Tranquilli Financial Advisor LLC | 5,016 | $355.7K | 0.25% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 5,020 | $356.0K | 0.39% | +32+0.6% | Added |
| Beaumont Financial Advisors, LLC | 5,027 | $356.5K | 0.03% | −47−0.9% | Reduced |
| HBK Sorce Advisory LLC | 5,054 | $358.4K | 0.02% | −143−2.8% | Reduced |
| Empire Financial Management Company, LLC | 5,057 | $358.7K | 0.14% | 00.0% | Unchanged |
| Greenleaf Trust | 5,080 | $360.3K | 0.00% | −2,050−28.8% | Reduced |
| First Hawaiian Bank | 5,091 | $361.1K | 0.01% | +5,091 | New |
| Spinnaker Trust | 5,141 | $364.6K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,216 | $370.0K | 0.00% | −8−0.2% | Reduced |
| Huntington National Bank | 5,219 | $370.1K | 0.00% | −33−0.6% | Reduced |
| Stephenson National Bank & Trust | 5,223 | $370.4K | 0.20% | +2,994+134.3% | Added |
| Cambridge Trust Co | 5,233 | $371.1K | 0.02% | 00.0% | Unchanged |
| Knuff & Co LLC | 5,273 | $374.0K | 0.14% | −10−0.2% | Reduced |
| Appleton Partners Inc | 5,271 | $374.0K | 0.03% | +130+2.5% | Added |
| Jmac Enterprises LLC | 5,300 | $375.9K | 0.09% | +5,300 | New |
| Thomasville National Bank | 5,324 | $377.6K | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,381 | $381.6K | 0.17% | −1,584−22.7% | Reduced |
| American State Bank (Iowa) | 5,436 | $385.5K | 0.27% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,444 | $386.1K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,466 | $387.6K | 0.13% | −60−1.1% | Reduced |
| Modera Wealth Management, LLC | 5,493 | $389.6K | 0.01% | +638+13.1% | Added |
| Bridgefront Capital, LLC | 5,505 | $390.4K | 0.21% | +5,505 | New |
| Boston Financial Mangement LLC | 5,523 | $391.7K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,548 | $393.5K | 0.03% | +412+8.0% | Added |
| Eastern Bank | 5,584 | $396.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,667 | $401.9K | 0.04% | +2,870+102.6% | Added |
| J.W. Cole Advisors, Inc. | 5,767 | $409.0K | 0.03% | +438+8.2% | Added |
| NewEdge Wealth, LLC | 5,794 | $410.9K | 0.01% | −7−0.1% | Reduced |
| Sound Income Strategies, LLC | 5,875 | $416.6K | 0.04% | −20.0% | Reduced |
| Toroso Investments, LLC | 5,899 | $418.0K | 0.01% | +1,415+31.6% | Added |
| Spire Wealth Management | 5,941 | $421.3K | 0.02% | −35−0.6% | Reduced |
| Apella Capital, LLC | 5,992 | $425.0K | 0.03% | +5,992 | New |
| Opus Investment Management Inc | 6,000 | $425.5K | 0.15% | 00.0% | Unchanged |
| Savior LLC | 6,150 | $436.2K | 1.77% | 00.0% | Unchanged |
| Bokf, NA | 6,236 | $442.3K | 0.01% | −510−7.6% | Reduced |
| Aspire Private Capital, LLC | 6,310 | $447.5K | 0.14% | +71+1.1% | Added |
| Davenport & Co LLC | 6,317 | $448.0K | 0.00% | +39+0.6% | Added |
| Spirit of America Management Corp | 6,350 | $450.3K | 0.10% | +4,450+234.2% | Added |
| Northwestern Mutual Wealth Management Co | 6,390 | $453.2K | 0.00% | −502−7.3% | Reduced |
| Signaturefd, LLC | 6,444 | $457.0K | 0.01% | +151+2.4% | Added |
| Prime Capital Investment Advisors, LLC | 6,474 | $459.1K | 0.01% | +6,474 | New |
| Blue Fin Capital, Inc. | 6,497 | $460.8K | 0.13% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 6,500 | $461.0K | 0.00% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,527 | $462.9K | 0.05% | +2,868+78.4% | Added |
| Amica Retiree Medical Trust | 6,568 | $466.0K | 0.52% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,338 | $466.1K | 0.01% | −1,557−19.7% | Reduced |
| Merit Financial Group, LLC | 6,628 | $470.1K | 0.02% | +528+8.7% | Added |
| Fox Run Management, L.L.C. | 6,738 | $477.9K | 0.13% | +6,738 | New |
| Bard Financial Services, Inc. | 6,796 | $482.0K | 0.04% | −230−3.3% | Reduced |