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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 6,799 | $482.2K | 0.18% | +1,208+21.6% | Added |
| Independent Advisor Alliance | 6,884 | $488.2K | 0.02% | +216+3.2% | Added |
| Prosperity Wealth Management, Inc. | 6,888 | $488.5K | 0.32% | +23+0.3% | Added |
| Krane Funds Advisors LLC | 6,924 | $491.0K | 0.03% | +528+8.3% | Added |
| Raymond James Trust N.A. | 6,947 | $492.0K | 0.01% | −1,553−18.3% | Reduced |
| Flputnam Investment Management Co | 6,947 | $492.7K | 0.01% | −794−10.3% | Reduced |
| Wedbush Securities Inc | 6,980 | $495.0K | 0.02% | +14+0.2% | Added |
| Corton Capital Inc. | 6,987 | $495.5K | 0.23% | +6,987 | New |
| Tower Research Capital LLC (TRC) | 7,001 | $496.5K | 0.02% | −161−2.2% | Reduced |
| Grimes & Company, Inc. | 7,090 | $502.8K | 0.02% | −3,164−30.9% | Reduced |
| FineMark National Bank & Trust | 7,136 | $506.1K | 0.02% | +282+4.1% | Added |
| Hills Bank & Trust Co | 7,146 | $506.8K | 0.07% | −42−0.6% | Reduced |
| Oppenheimer Asset Management Inc. | 7,218 | $511.9K | 0.01% | −523−6.8% | Reduced |
| Mystic Asset Management, Inc. | 7,511 | $532.7K | 0.29% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,516 | $533.0K | 0.03% | +1,197+18.9% | Added |
| BKD Wealth Advisors, LLC | 7,700 | $546.1K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,742 | $549.0K | 0.01% | −104−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 7,748 | $549.5K | 0.01% | −258−3.2% | Reduced |
| Wetherby Asset Management Inc | 7,807 | $553.7K | 0.03% | −4,266−35.3% | Reduced |
| Prossimo Advisors, LLC | 7,820 | $555.0K | 0.53% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,896 | $560.0K | 0.08% | −218−2.7% | Reduced |
| Bridgewater Associates, LP | 8,023 | $569.0K | 0.00% | +1,182+17.3% | Added |
| Brown Advisory Inc | 8,074 | $572.6K | 0.00% | −1,110−12.1% | Reduced |
| Bridgeworth, LLC | 8,082 | $573.2K | 0.06% | +26+0.3% | Added |
| Ieq Capital, LLC | 8,130 | $576.6K | 0.01% | +3,068+60.6% | Added |
| Fiduciary Trust Co | 8,158 | $578.6K | 0.01% | −759−8.5% | Reduced |
| Advisor Partners II, LLC | 8,318 | $589.9K | 0.03% | −1,547−15.7% | Reduced |
| Veritable, L.P. | 8,348 | $592.0K | 0.01% | +766+10.1% | Added |
| Brinker Capital Investments, LLC | 8,426 | $597.6K | 0.01% | −269−3.1% | Reduced |
| Orion Portfolio Solutions, LLC | 8,426 | $597.6K | 0.01% | −269−3.1% | Reduced |
| Chiron Investment Management, LLC | 8,477 | $601.2K | 0.17% | +8,477 | New |
| Cape Cod Five Cents Savings Bank | 8,549 | $606.3K | 0.06% | +498+6.2% | Added |
| Versor Investments LP | 8,673 | $615.1K | 0.11% | +1,005+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 8,760 | $621.3K | 0.01% | −2,279−20.6% | Reduced |
| Daymark Wealth Partners, LLC | 8,796 | $623.8K | 0.05% | +923+11.7% | Added |
| Whittier Trust Co | 8,809 | $624.7K | 0.01% | +6+0.1% | Added |
| National Asset Management, Inc. | 8,951 | $634.7K | 0.01% | −528−5.6% | Reduced |
| McDonald Partners LLC | 8,955 | $635.1K | 0.19% | +135+1.5% | Added |
| Desjardins Global Asset Management Inc. | 8,989 | $637.3K | 0.07% | +240+2.7% | Added |
| Destination Wealth Management | 9,055 | $642.1K | 0.02% | −78−0.9% | Reduced |
| Valmark Advisers, Inc. | 9,061 | $642.6K | 0.01% | −170−1.8% | Reduced |
| South State Corp. | 9,125 | $647.1K | 0.06% | −30−0.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,252 | $656.2K | 0.01% | +427+4.8% | Added |
| Chatham Capital Group, Inc. | 9,288 | $658.7K | 0.14% | −43−0.5% | Reduced |
| New England Capital Financial Advisors LLC | 9,326 | $661.4K | 0.44% | −301−3.1% | Reduced |
| Valley Brook Capital Group | 9,502 | $673.9K | 0.62% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 9,523 | $675.3K | 0.02% | −184−1.9% | Reduced |
| Bleakley Financial Group, LLC | 9,526 | $675.6K | 0.02% | −175−1.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,529 | $675.8K | 0.13% | +30+0.3% | Added |
| Cresset Asset Management, LLC | 9,592 | $680.3K | 0.00% | +9,592 | New |
| Members Capital Advisors Inc | 9,752 | $691.6K | 0.71% | −5,248−35.0% | Reduced |
| Baker Ellis Asset Management LLC | 9,840 | $697.9K | 0.12% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,060 | $713.3K | 0.02% | +10,060 | New |
| Skandinaviska Enskilda Banken AB (publ) | 10,084 | $715.0K | 0.00% | −21,581−68.2% | Reduced |
| Finer Wealth Management, Inc. | 10,175 | $721.6K | 0.56% | +250+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 10,209 | $724.0K | 0.03% | +1,369+15.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,330 | $732.6K | 0.10% | +2,731+35.9% | Added |
| Moneta Group Investment Advisors LLC | 10,343 | $733.5K | 0.02% | +396+4.0% | Added |
| Armstrong Advisory Group, Inc | 10,474 | $742.8K | 0.08% | +30.0% | Added |
| Heritage Financial Services, LLC | 10,485 | $743.6K | 0.15% | −1,456−12.2% | Reduced |
| My Legacy Advisors, LLC | 10,401 | $759.7K | 0.30% | −88−0.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 10,799 | $765.8K | 0.07% | −5,000−31.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 10,800 | $765.9K | 0.95% | +10,800 | New |
| Empirical Finance, LLC | 10,825 | $767.7K | 0.06% | +1,289+13.5% | Added |
| Presima Inc. | 10,830 | $768.1K | 0.21% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 10,899 | $772.9K | 0.04% | −13−0.1% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $779.0K | 0.32% | +175+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,004 | $780.4K | 0.02% | +55+0.5% | Added |
| Oppenheimer & Co Inc | 11,071 | $785.2K | 0.02% | +225+2.1% | Added |
| Avantax Advisory Services, Inc. | 11,161 | $791.5K | 0.01% | +3,093+38.3% | Added |
| Resources Investment Advisors, LLC. | 11,401 | $808.6K | 0.02% | +364+3.3% | Added |
| Mondrian Investment Partners LTD | 11,623 | $824.3K | 0.02% | +2,848+32.5% | Added |
| Csenge Advisory Group | 11,702 | $829.9K | 0.06% | +555+5.0% | Added |
| Mattern Wealth Management LLC | 11,740 | $832.6K | 0.24% | +2,666+29.4% | Added |
| Pinebridge Investments, L.P. | 11,760 | $834.0K | 0.01% | +11,760 | New |
| Regions Financial Corp | 11,946 | $847.2K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 11,968 | $848.8K | 0.21% | −701−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 12,301 | $872.4K | 0.01% | −254,986−95.4% | Reduced |
| Lazard Asset Management LLC | 12,339 | $874.0K | 0.00% | +8,661+235.5% | Added |
| Kestra Advisory Services, LLC | 12,332 | $874.6K | 0.01% | −1,227−9.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,523 | $888.0K | 0.07% | +129+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 12,552 | $890.2K | 0.01% | −38,633−75.5% | Reduced |
| SC&H Financial Advisors, Inc. | 12,648 | $897.0K | 0.30% | −458−3.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,650 | $897.1K | 0.01% | +29+0.2% | Added |
| Martingale Asset Management L P | 12,802 | $907.9K | 0.02% | −29−0.2% | Reduced |
| Proequities, Inc. | 13,085 | $928.0K | 0.07% | +118+0.9% | Added |
| Allworth Financial LP | 13,516 | $958.5K | 0.01% | +761+6.0% | Added |
| Icon Wealth Partners, LLC | 13,647 | $967.9K | 0.10% | −3,435−20.1% | Reduced |
| Illinois Municipal Retirement Fund | 13,678 | $970.0K | 0.02% | −28,267−67.4% | Reduced |
| Rockland Trust Co | 13,694 | $971.2K | 0.06% | −185−1.3% | Reduced |
| Keybank National Association | 13,788 | $977.8K | 0.00% | −2,664−16.2% | Reduced |
| Polianta Ltd | 13,900 | $985.0K | 0.46% | +13,900 | New |
| Jefferies Financial Group Inc. | 13,969 | $990.7K | 0.02% | −5,406−27.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 14,003 | $993.0K | 0.02% | +5,280+60.5% | Added |
| Kestra Private Wealth Services, LLC | 14,017 | $994.1K | 0.03% | +1,202+9.4% | Added |
| Union Savings Bank | 13,878 | $1.00M | 0.60% | +13,878 | New |
| Heritage Trust Co | 14,398 | $1.02M | 0.15% | +195+1.4% | Added |
| Nations Financial Group Inc, | 14,406 | $1.02M | 0.10% | −199−1.4% | Reduced |
| Profund Advisors LLC | 14,521 | $1.03M | 0.06% | −1,296−8.2% | Reduced |
| Private Advisor Group, LLC | 14,564 | $1.04M | 0.01% | +413+2.9% | Added |