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 |
|---|---|---|---|---|---|
| Sowa Financial Group, Inc. | 14,662 | $1.04M | 0.71% | −138−0.9% | Reduced |
| Assenagon Asset Management S.A. | 14,814 | $1.05M | 0.00% | +2,186+17.3% | Added |
| Tiaa, FSB | 14,835 | $1.05M | 0.00% | −893−5.7% | Reduced |
| W.H. Cornerstone Investments Inc. | 14,893 | $1.06M | 0.94% | −1,393−8.6% | Reduced |
| Metropolitan Life Insurance Co | 15,202 | $1.08M | 0.05% | −376−2.4% | Reduced |
| Welch & Forbes LLC | 15,432 | $1.09M | 0.02% | −609−3.8% | Reduced |
| CAPROCK Group, Inc. | 15,437 | $1.09M | 0.08% | +7,275+89.1% | Added |
| Brookstone Capital Management | 15,496 | $1.10M | 0.02% | +211+1.4% | Added |
| Cetera Advisors LLC | 15,805 | $1.12M | 0.02% | +1,847+13.2% | Added |
| Paradigm Financial Partners, LLC | 15,878 | $1.13M | 0.30% | −92−0.6% | Reduced |
| Rockefeller Capital Management L.P. | 16,502 | $1.17M | 0.00% | −1,385−7.7% | Reduced |
| New Mexico Educational Retirement Board | 16,916 | $1.20M | 0.05% | +800+5.0% | Added |
| Connectus Wealth, LLC | 16,993 | $1.21M | 0.03% | −1,825−9.7% | Reduced |
| Banque Cantonale Vaudoise | 17,233 | $1.22M | 0.06% | −16,200−48.5% | Reduced |
| Everence Capital Management Inc | 17,960 | $1.24M | 0.10% | 00.0% | Unchanged |
| Icon Advisers Inc | 18,000 | $1.28M | 0.32% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 18,104 | $1.28M | 0.09% | −317−1.7% | Reduced |
| Citadel Advisors LLC | 18,387 | $1.30M | 0.00% | −593,803−97.0% | Reduced |
| Mirova | 18,495 | $1.31M | 0.23% | −20,614−52.7% | Reduced |
| Principle Wealth Partners LLC | 18,643 | $1.32M | 0.13% | +309+1.7% | Added |
| Beacon Pointe Advisors, LLC | 18,744 | $1.33M | 0.02% | +3,944+26.6% | Added |
| Cerity Partners LLC | 18,768 | $1.33M | 0.01% | −4,503−19.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.34M | 0.15% | 00.0% | Unchanged |
| JB Capital LLC | 18,985 | $1.35M | 0.11% | +1,261+7.1% | Added |
| Centiva Capital, LP | 19,045 | $1.35M | 0.07% | +19,045 | New |
| Essex Financial Services, Inc. | 19,050 | $1.35M | 0.15% | −152−0.8% | Reduced |
| Thrivent Financial for Lutherans | 19,103 | $1.35M | 0.00% | −117−0.6% | Reduced |
| MML Investors Services, LLC | 19,445 | $1.38M | 0.01% | +316+1.7% | Added |
| Park Avenue Securities LLC | 19,479 | $1.38M | 0.02% | −429−2.2% | Reduced |
| St Germain D J Co Inc | 19,886 | $1.41M | 0.07% | +19,886 | New |
| Quantamental Technologies LLC | 20,183 | $1.43M | 0.60% | +13,534+203.5% | Added |
| D.A. Davidson & Co. | 20,220 | $1.43M | 0.02% | +70+0.3% | Added |
| FDx Advisors, Inc. | 20,272 | $1.44M | 0.08% | −14,395−41.5% | Reduced |
| Ameritas Investment Partners, Inc. | 20,741 | $1.47M | 0.06% | +20+0.1% | Added |
| PFW Advisors LLC | 22,078 | $1.48M | 0.49% | +22,078 | New |
| Cordatus Wealth Management LLC | 20,905 | $1.48M | 0.56% | +914+4.6% | Added |
| CWM, LLC | 21,097 | $1.50M | 0.01% | +8,349+65.5% | Added |
| Kenfarb & Co. | 21,170 | $1.50M | 1.31% | −150−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 21,435 | $1.52M | 0.03% | −1,375−6.0% | Reduced |
| Pacer Advisors, Inc. | 21,438 | $1.52M | 0.01% | +156+0.7% | Added |
| Louisiana State Employees Retirement System | 21,600 | $1.53M | 0.03% | −1,000−4.4% | Reduced |
| JustInvest LLC | 21,842 | $1.55M | 0.05% | +778+3.7% | Added |
| Lockheed Martin Investment Management Co | 22,200 | $1.57M | 0.09% | +2,300+11.6% | Added |
| Occudo Quantitative Strategies LP | 22,512 | $1.60M | 0.17% | −44,607−66.5% | Reduced |
| Atria Investments LLC | 22,713 | $1.61M | 0.03% | +904+4.1% | Added |
| STRS Ohio | 22,951 | $1.63M | 0.01% | +2,337+11.3% | Added |
| Blackhawk Capital Partners LLC. | 23,001 | $1.63M | 1.13% | +23,001 | New |
| Guggenheim Capital LLC | 24,084 | $1.71M | 0.01% | −158−0.7% | Reduced |
| Hartford Investment Management Co | 24,395 | $1.73M | 0.07% | −4,979−17.0% | Reduced |
| Agf Management Ltd | 24,798 | $1.76M | 0.01% | −146−0.6% | Reduced |
| Wealthfront Advisers LLC | 24,959 | $1.77M | 0.01% | +2,301+10.2% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.77M | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 25,259 | $1.79M | 0.51% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 25,495 | $1.81M | 0.10% | +9,299+57.4% | Added |
| Cox Capital Mgt LLC | 25,532 | $1.81M | 1.33% | +25+0.1% | Added |
| Northcape Wealth Management, LLC | 25,666 | $1.82M | 0.66% | +190+0.7% | Added |
| Lido Advisors, LLC | 25,688 | $1.82M | 0.02% | −4,343−14.5% | Reduced |
| FORA Capital, LLC | 26,048 | $1.85M | 0.26% | +26,048 | New |
| Integrated Wealth Concepts LLC | 26,304 | $1.87M | 0.03% | +3,583+15.8% | Added |
| Dynamic Advisor Solutions LLC | 26,510 | $1.88M | 0.10% | −477−1.8% | Reduced |
| Aquatic Capital Management LLC | 26,600 | $1.89M | 0.10% | +3,600+15.7% | Added |
| Oregon Public Employees Retirement Fund | 27,124 | $1.92M | 0.02% | +100+0.4% | Added |
| Kinneret Advisory, LLC | 27,425 | $1.94M | 0.23% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,978 | $1.98M | 0.00% | −8,458−23.2% | Reduced |
| Kentucky Retirement Systems | 28,048 | $1.99M | 0.07% | +508+1.8% | Added |
| Securian Asset Management, Inc | 28,369 | $2.01M | 0.05% | −413−1.4% | Reduced |
| Miller Howard Investments Inc | 28,691 | $2.03M | 0.07% | −414−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 28,693 | $2.04M | 0.06% | +754+2.7% | Added |
| Richard Bernstein Advisors LLC | 29,127 | $2.07M | 0.04% | +16,446+129.7% | Added |
| Wasatch Advisors Inc | 30,375 | $2.15M | 0.01% | +30,375 | New |
| SG Americas Securities, LLC | 30,592 | $2.17M | 0.02% | +5,014+19.6% | Added |
| Steward Partners Investment Advisory, LLC | 30,708 | $2.18M | 0.03% | +1,789+6.2% | Added |
| Northwest & Ethical Investments L.P. | 30,778 | $2.18M | 0.07% | +552+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,789 | $2.18M | 0.03% | +151+0.5% | Added |
| GWM Advisors LLC | 31,046 | $2.20M | 0.02% | −212−0.7% | Reduced |
| Ascent Group, LLC | 33,106 | $2.22M | 0.24% | +726+2.2% | Added |
| British Columbia Investment Management Corp | 31,429 | $2.23M | 0.02% | +419+1.4% | Added |
| AE Wealth Management LLC | 31,510 | $2.23M | 0.01% | −43,140−57.8% | Reduced |
| Somerset Trust Co | 31,764 | $2.25M | 0.97% | −955−2.9% | Reduced |
| Rafferty Asset Management, LLC | 31,855 | $2.26M | 0.01% | +6,291+24.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 32,508 | $2.29M | 0.03% | +15,596+92.2% | Added |
| Flagship Harbor Advisors, LLC | 32,453 | $2.30M | 0.19% | −932−2.8% | Reduced |
| Oxler Private Wealth LLC | 32,663 | $2.32M | 1.10% | +304+0.9% | Added |
| Mariner, LLC | 32,770 | $2.32M | 0.01% | −762−2.3% | Reduced |
| Mackenzie Financial Corp | 32,850 | $2.33M | 0.00% | −23,412−41.6% | Reduced |
| Crossmark Global Holdings, Inc. | 33,060 | $2.38M | 0.05% | +74+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 33,642 | $2.39M | 0.39% | −400−1.2% | Reduced |
| Prospera Financial Services Inc | 33,766 | $2.39M | 0.09% | +1,078+3.3% | Added |
| Vestcor Inc | 34,083 | $2.42M | 0.09% | −2,120−5.9% | Reduced |
| Baird Financial Group, Inc. | 34,299 | $2.43M | 0.01% | −3,835−10.1% | Reduced |
| Cetera Investment Advisers | 34,710 | $2.46M | 0.02% | +6,454+22.8% | Added |
| Gulf International Bank (UK) Ltd | 35,120 | $2.49M | 0.06% | −10,648−23.3% | Reduced |
| Siemens Fonds Invest GmbH | 35,558 | $2.51M | 0.24% | −626−1.7% | Reduced |
| Nissay Asset Management Corp | 35,837 | $2.54M | 0.02% | −431−1.2% | Reduced |
| Unigestion Holding SA | 37,538 | $2.62M | 0.15% | −2,633−6.6% | Reduced |
| Neville Rodie & Shaw Inc | 38,116 | $2.70M | 0.23% | −794−2.0% | Reduced |
| Shell Asset Management Co | 38,263 | $2.71M | 0.11% | −5,831−13.2% | Reduced |
| Engineers Gate Manager LP | 38,701 | $2.74M | 0.10% | −53,023−57.8% | Reduced |
| Prudential PLC | 39,357 | $2.79M | 0.03% | +6,775+20.8% | Added |
| CIBC World Markets Corp | 40,881 | $2.90M | 0.02% | +23,268+132.1% | Added |