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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 25,495 | $1.81M | 0.10% | +9,299+57.4% | Added |
| First PREMIER Bank | 25,259 | $1.79M | 0.51% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 25,000 | $1.77M | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 24,959 | $1.77M | 0.01% | +2,301+10.2% | Added |
| Agf Management Ltd | 24,798 | $1.76M | 0.01% | −146−0.6% | Reduced |
| Hartford Investment Management Co | 24,395 | $1.73M | 0.07% | −4,979−17.0% | Reduced |
| Guggenheim Capital LLC | 24,084 | $1.71M | 0.01% | −158−0.7% | Reduced |
| Blackhawk Capital Partners LLC. | 23,001 | $1.63M | 1.13% | +23,001 | New |
| STRS Ohio | 22,951 | $1.63M | 0.01% | +2,337+11.3% | Added |
| Atria Investments LLC | 22,713 | $1.61M | 0.03% | +904+4.1% | Added |
| Occudo Quantitative Strategies LP | 22,512 | $1.60M | 0.17% | −44,607−66.5% | Reduced |
| Lockheed Martin Investment Management Co | 22,200 | $1.57M | 0.09% | +2,300+11.6% | Added |
| JustInvest LLC | 21,842 | $1.55M | 0.05% | +778+3.7% | Added |
| Louisiana State Employees Retirement System | 21,600 | $1.53M | 0.03% | −1,000−4.4% | Reduced |
| Pacer Advisors, Inc. | 21,438 | $1.52M | 0.01% | +156+0.7% | Added |
| Tocqueville Asset Management L.P. | 21,435 | $1.52M | 0.03% | −1,375−6.0% | Reduced |
| Kenfarb & Co. | 21,170 | $1.50M | 1.31% | −150−0.7% | Reduced |
| CWM, LLC | 21,097 | $1.50M | 0.01% | +8,349+65.5% | Added |
| Cordatus Wealth Management LLC | 20,905 | $1.48M | 0.56% | +914+4.6% | Added |
| PFW Advisors LLC | 22,078 | $1.48M | 0.49% | +22,078 | New |
| Ameritas Investment Partners, Inc. | 20,741 | $1.47M | 0.06% | +20+0.1% | Added |
| FDx Advisors, Inc. | 20,272 | $1.44M | 0.08% | −14,395−41.5% | Reduced |
| D.A. Davidson & Co. | 20,220 | $1.43M | 0.02% | +70+0.3% | Added |
| Quantamental Technologies LLC | 20,183 | $1.43M | 0.60% | +13,534+203.5% | Added |
| St Germain D J Co Inc | 19,886 | $1.41M | 0.07% | +19,886 | New |
| Park Avenue Securities LLC | 19,479 | $1.38M | 0.02% | −429−2.2% | Reduced |
| MML Investors Services, LLC | 19,445 | $1.38M | 0.01% | +316+1.7% | Added |
| Thrivent Financial for Lutherans | 19,103 | $1.35M | 0.00% | −117−0.6% | Reduced |
| Essex Financial Services, Inc. | 19,050 | $1.35M | 0.15% | −152−0.8% | Reduced |
| Centiva Capital, LP | 19,045 | $1.35M | 0.07% | +19,045 | New |
| JB Capital LLC | 18,985 | $1.35M | 0.11% | +1,261+7.1% | Added |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.34M | 0.15% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,768 | $1.33M | 0.01% | −4,503−19.4% | Reduced |
| Beacon Pointe Advisors, LLC | 18,744 | $1.33M | 0.02% | +3,944+26.6% | Added |
| Principle Wealth Partners LLC | 18,643 | $1.32M | 0.13% | +309+1.7% | Added |
| Mirova | 18,495 | $1.31M | 0.23% | −20,614−52.7% | Reduced |
| Citadel Advisors LLC | 18,387 | $1.30M | 0.00% | −593,803−97.0% | Reduced |
| Stratos Wealth Advisors, LLC | 18,104 | $1.28M | 0.09% | −317−1.7% | Reduced |
| Icon Advisers Inc | 18,000 | $1.28M | 0.32% | 00.0% | Unchanged |
| Everence Capital Management Inc | 17,960 | $1.24M | 0.10% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 17,233 | $1.22M | 0.06% | −16,200−48.5% | Reduced |
| Connectus Wealth, LLC | 16,993 | $1.21M | 0.03% | −1,825−9.7% | Reduced |
| New Mexico Educational Retirement Board | 16,916 | $1.20M | 0.05% | +800+5.0% | Added |
| Rockefeller Capital Management L.P. | 16,502 | $1.17M | 0.00% | −1,385−7.7% | Reduced |
| Paradigm Financial Partners, LLC | 15,878 | $1.13M | 0.30% | −92−0.6% | Reduced |
| Cetera Advisors LLC | 15,805 | $1.12M | 0.02% | +1,847+13.2% | Added |
| Brookstone Capital Management | 15,496 | $1.10M | 0.02% | +211+1.4% | Added |
| CAPROCK Group, Inc. | 15,437 | $1.09M | 0.08% | +7,275+89.1% | Added |
| Welch & Forbes LLC | 15,432 | $1.09M | 0.02% | −609−3.8% | Reduced |
| Metropolitan Life Insurance Co | 15,202 | $1.08M | 0.05% | −376−2.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 14,893 | $1.06M | 0.94% | −1,393−8.6% | Reduced |
| Tiaa, FSB | 14,835 | $1.05M | 0.00% | −893−5.7% | Reduced |
| Assenagon Asset Management S.A. | 14,814 | $1.05M | 0.00% | +2,186+17.3% | Added |
| Sowa Financial Group, Inc. | 14,662 | $1.04M | 0.71% | −138−0.9% | Reduced |
| Private Advisor Group, LLC | 14,564 | $1.04M | 0.01% | +413+2.9% | Added |
| Profund Advisors LLC | 14,521 | $1.03M | 0.06% | −1,296−8.2% | Reduced |
| Nations Financial Group Inc, | 14,406 | $1.02M | 0.10% | −199−1.4% | Reduced |
| Heritage Trust Co | 14,398 | $1.02M | 0.15% | +195+1.4% | Added |
| Union Savings Bank | 13,878 | $1.00M | 0.60% | +13,878 | New |
| Kestra Private Wealth Services, LLC | 14,017 | $994.1K | 0.03% | +1,202+9.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,003 | $993.0K | 0.02% | +5,280+60.5% | Added |
| Jefferies Financial Group Inc. | 13,969 | $990.7K | 0.02% | −5,406−27.9% | Reduced |
| Polianta Ltd | 13,900 | $985.0K | 0.46% | +13,900 | New |
| Keybank National Association | 13,788 | $977.8K | 0.00% | −2,664−16.2% | Reduced |
| Rockland Trust Co | 13,694 | $971.2K | 0.06% | −185−1.3% | Reduced |
| Illinois Municipal Retirement Fund | 13,678 | $970.0K | 0.02% | −28,267−67.4% | Reduced |
| Icon Wealth Partners, LLC | 13,647 | $967.9K | 0.10% | −3,435−20.1% | Reduced |
| Allworth Financial LP | 13,516 | $958.5K | 0.01% | +761+6.0% | Added |
| Proequities, Inc. | 13,085 | $928.0K | 0.07% | +118+0.9% | Added |
| Martingale Asset Management L P | 12,802 | $907.9K | 0.02% | −29−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,650 | $897.1K | 0.01% | +29+0.2% | Added |
| SC&H Financial Advisors, Inc. | 12,648 | $897.0K | 0.30% | −458−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 12,552 | $890.2K | 0.01% | −38,633−75.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 12,523 | $888.0K | 0.07% | +129+1.0% | Added |
| Kestra Advisory Services, LLC | 12,332 | $874.6K | 0.01% | −1,227−9.0% | Reduced |
| Lazard Asset Management LLC | 12,339 | $874.0K | 0.00% | +8,661+235.5% | Added |
| Cubist Systematic Strategies, LLC | 12,301 | $872.4K | 0.01% | −254,986−95.4% | Reduced |
| Claro Advisors LLC | 11,968 | $848.8K | 0.21% | −701−5.5% | Reduced |
| Regions Financial Corp | 11,946 | $847.2K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 11,760 | $834.0K | 0.01% | +11,760 | New |
| Mattern Wealth Management LLC | 11,740 | $832.6K | 0.24% | +2,666+29.4% | Added |
| Csenge Advisory Group | 11,702 | $829.9K | 0.06% | +555+5.0% | Added |
| Mondrian Investment Partners LTD | 11,623 | $824.3K | 0.02% | +2,848+32.5% | Added |
| Resources Investment Advisors, LLC. | 11,401 | $808.6K | 0.02% | +364+3.3% | Added |
| Avantax Advisory Services, Inc. | 11,161 | $791.5K | 0.01% | +3,093+38.3% | Added |
| Oppenheimer & Co Inc | 11,071 | $785.2K | 0.02% | +225+2.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,004 | $780.4K | 0.02% | +55+0.5% | Added |
| Centerpoint Advisors, LLC | 10,983 | $779.0K | 0.32% | +175+1.6% | Added |
| SageView Advisory Group, LLC | 10,899 | $772.9K | 0.04% | −13−0.1% | Reduced |
| Presima Inc. | 10,830 | $768.1K | 0.21% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,825 | $767.7K | 0.06% | +1,289+13.5% | Added |
| CTC Alternative Strategies, Ltd. | 10,800 | $765.9K | 0.95% | +10,800 | New |
| Sheaff Brock Investment Advisors, LLC | 10,799 | $765.8K | 0.07% | −5,000−31.6% | Reduced |
| My Legacy Advisors, LLC | 10,401 | $759.7K | 0.30% | −88−0.8% | Reduced |
| Heritage Financial Services, LLC | 10,485 | $743.6K | 0.15% | −1,456−12.2% | Reduced |
| Armstrong Advisory Group, Inc | 10,474 | $742.8K | 0.08% | +30.0% | Added |
| Moneta Group Investment Advisors LLC | 10,343 | $733.5K | 0.02% | +396+4.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,330 | $732.6K | 0.10% | +2,731+35.9% | Added |
| Vestmark Advisory Solutions, Inc. | 10,209 | $724.0K | 0.03% | +1,369+15.5% | Added |
| Finer Wealth Management, Inc. | 10,175 | $721.6K | 0.56% | +250+2.5% | Added |