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 |
|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 819,295 | $58.1M | 0.25% | +11,099+1.4% | Added |
| New York State Common Retirement Fund | 838,440 | $59.5M | 0.08% | +87,205+11.6% | Added |
| TD Asset Management Inc | 841,293 | $59.7M | 0.07% | −21,989−2.5% | Reduced |
| Bahl & Gaynor Inc | 841,698 | $59.7M | 0.36% | −27,404−3.2% | Reduced |
| Royal London Asset Management Ltd | 844,889 | $59.9M | 0.19% | +236,292+38.8% | Added |
| Rhumbline Advisers | 848,900 | $60.2M | 0.07% | +99,125+13.2% | Added |
| APG Asset Management N.V. | 956,994 | $62.2M | 0.13% | −119,211−11.1% | Reduced |
| Boston Trust Walden Corp | 909,552 | $64.5M | 0.53% | +121,952+15.5% | Added |
| 1832 Asset Management L.P. | 931,127 | $66.0M | 0.13% | +102,364+12.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 959,265 | $68.0M | 0.05% | −66,982−6.5% | Reduced |
| Gabelli Funds LLC | 1,001,400 | $71.0M | 0.54% | −9,500−0.9% | Reduced |
| Energy Income Partners, LLC | 1,058,057 | $75.0M | 1.60% | +502,865+90.6% | Added |
| HSBC Holdings PLC | 1,109,753 | $78.6M | 0.08% | +127,971+13.0% | Added |
| Allianz Asset Management GmbH | 1,129,556 | $80.1M | 0.17% | +32,668+3.0% | Added |
| Millennium Management LLC | 1,147,796 | $81.4M | 0.09% | +338,240+41.8% | Added |
| M&G Investment Management Ltd | 1,159,683 | $82.3M | 0.49% | −5,191−0.4% | Reduced |
| Nuveen Asset Management, LLC | 1,176,467 | $83.4M | 0.03% | −19,927−1.7% | Reduced |
| Man Group plc | 1,213,813 | $86.1M | 0.27% | – | – |
| Dimensional Fund Advisors LP | 1,221,008 | $86.6M | 0.03% | +30,257+2.5% | Added |
| Swiss National Bank | 1,259,233 | $89.3M | 0.06% | −123,000−8.9% | Reduced |
| First Trust Advisors LP | 1,261,852 | $89.5M | 0.10% | +136,610+12.1% | Added |
| UBS Group AG | 1,279,826 | $90.8M | 0.04% | +32,164+2.6% | Added |
| Duff & Phelps Investment Management Co | 1,285,519 | $91.2M | 1.11% | −242,776−15.9% | Reduced |
| Massachusetts Financial Services Co | 1,663,351 | $118.0M | 0.04% | +33,247+2.0% | Added |
| Macquarie Group Ltd | 1,858,867 | $131.8M | 0.15% | +845,109+83.4% | Added |
| California Public Employees Retirement System | 2,161,969 | $153.3M | 0.13% | −31,762−1.4% | Reduced |
| Franklin Resources Inc | 2,170,754 | $153.9M | 0.07% | −3,695−0.2% | Reduced |
| Pictet Asset Management SA | 2,191,262 | $155.4M | 0.18% | −732,092−25.0% | Reduced |
| Norges Bank | 2,695,417 | $191.2M | 0.04% | +20,975+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 2,724,235 | $193.2M | 0.51% | +242,898+9.8% | Added |
| Deutsche Bank AG | 2,742,467 | $194.5M | 0.10% | −115,992−4.1% | Reduced |
| Amundi | 2,864,935 | $203.6M | 0.10% | −46,506−1.6% | Reduced |
| Wellington Management Group LLP | 2,877,158 | $204.0M | 0.04% | −194,757−6.3% | Reduced |
| Bank of America Corp | 2,957,613 | $209.8M | 0.02% | −257,733−8.0% | Reduced |
| American Century Companies Inc | 2,960,664 | $210.0M | 0.16% | +799,455+37.0% | Added |
| Ameriprise Financial Inc | 2,991,831 | $212.2M | 0.07% | −19,843−0.7% | Reduced |
| Bank of New York Mellon Corp | 3,011,273 | $213.6M | 0.04% | −21,417−0.7% | Reduced |
| FMR LLC | 3,031,523 | $215.0M | 0.02% | +2,264,759+295.4% | Added |
| Goldman Sachs Group Inc | 3,255,890 | $230.9M | 0.06% | +482,729+17.4% | Added |
| Royal Bank of Canada | 3,261,660 | $231.3M | 0.06% | +135,534+4.3% | Added |
| Invesco Ltd. | 3,323,080 | $235.7M | 0.06% | +104,270+3.2% | Added |
| Public Sector Pension Investment Board | 3,402,150 | $241.3M | 1.73% | −8610.0% | Reduced |
| Morgan Stanley | 3,740,912 | $265.3M | 0.03% | +147,256+4.1% | Added |
| UBS Asset Management Americas Inc | 3,660,078 | $286.4M | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 4,126,180 | $292.6M | 0.06% | −121,450−2.9% | Reduced |
| Magellan Asset Management Ltd | 4,809,057 | $341.1M | 3.04% | −362,873−7.0% | Reduced |
| Nordea Investment Management AB | 5,218,757 | $366.6M | 0.50% | +498,575+10.6% | Added |
| Legal & General Group Plc | 6,465,610 | $458.5M | 0.15% | +157,862+2.5% | Added |
| Charles Schwab Investment Management Inc | 7,162,480 | $486.9M | 0.14% | +442,363+6.6% | Added |
| Geode Capital Management, LLC | 7,795,085 | $551.5M | 0.06% | +246,385+3.3% | Added |
| Wells Fargo & Company | 7,863,718 | $557.7M | 0.16% | +128,215+1.7% | Added |
| State Street Corp | 25,117,926 | $1.78B | 0.09% | +488,392+2.0% | Added |
| BlackRock Inc. | 38,161,303 | $2.71B | 0.07% | −94,807−0.2% | Reduced |
| Vanguard Group Inc | 46,481,756 | $3.30B | 0.08% | +789,306+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,977,087−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −433,962−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −180,949−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −79,530−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −61,832−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −29,002−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −19,949−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,439−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −10,098−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −9,010−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −8,954−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −7,985−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,676−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −7,504−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −331,861−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −6,434−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −6,184−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,464−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,453−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −3,137−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −3,120−100.0% | Sold out |
| Berkshire Bank | 0 | $0 | 0.00% | −3,063−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,966−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −2,911−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −2,746−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Beaton Management Co. Inc. | 0 | $0 | 0.00% | −2,729−100.0% | Sold out |
| Lockerman Financial Group, Inc. | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |