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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 10,084 | $715.0K | 0.00% | −21,581−68.2% | Reduced |
| Quadrature Capital Ltd | 10,060 | $713.3K | 0.02% | +10,060 | New |
| Baker Ellis Asset Management LLC | 9,840 | $697.9K | 0.12% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 9,752 | $691.6K | 0.71% | −5,248−35.0% | Reduced |
| Cresset Asset Management, LLC | 9,592 | $680.3K | 0.00% | +9,592 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,529 | $675.8K | 0.13% | +30+0.3% | Added |
| Bleakley Financial Group, LLC | 9,526 | $675.6K | 0.02% | −175−1.8% | Reduced |
| Sawtooth Solutions, LLC | 9,523 | $675.3K | 0.02% | −184−1.9% | Reduced |
| Valley Brook Capital Group | 9,502 | $673.9K | 0.62% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 9,326 | $661.4K | 0.44% | −301−3.1% | Reduced |
| Chatham Capital Group, Inc. | 9,288 | $658.7K | 0.14% | −43−0.5% | Reduced |
| Stratos Wealth Partners, LTD. | 9,252 | $656.2K | 0.01% | +427+4.8% | Added |
| South State Corp. | 9,125 | $647.1K | 0.06% | −30−0.3% | Reduced |
| Valmark Advisers, Inc. | 9,061 | $642.6K | 0.01% | −170−1.8% | Reduced |
| Destination Wealth Management | 9,055 | $642.1K | 0.02% | −78−0.9% | Reduced |
| Desjardins Global Asset Management Inc. | 8,989 | $637.3K | 0.07% | +240+2.7% | Added |
| McDonald Partners LLC | 8,955 | $635.1K | 0.19% | +135+1.5% | Added |
| National Asset Management, Inc. | 8,951 | $634.7K | 0.01% | −528−5.6% | Reduced |
| Whittier Trust Co | 8,809 | $624.7K | 0.01% | +6+0.1% | Added |
| Daymark Wealth Partners, LLC | 8,796 | $623.8K | 0.05% | +923+11.7% | Added |
| Federation des caisses Desjardins du Quebec | 8,760 | $621.3K | 0.01% | −2,279−20.6% | Reduced |
| Versor Investments LP | 8,673 | $615.1K | 0.11% | +1,005+13.1% | Added |
| Cape Cod Five Cents Savings Bank | 8,549 | $606.3K | 0.06% | +498+6.2% | Added |
| Chiron Investment Management, LLC | 8,477 | $601.2K | 0.17% | +8,477 | New |
| 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 |
| Veritable, L.P. | 8,348 | $592.0K | 0.01% | +766+10.1% | Added |
| Advisor Partners II, LLC | 8,318 | $589.9K | 0.03% | −1,547−15.7% | Reduced |
| Fiduciary Trust Co | 8,158 | $578.6K | 0.01% | −759−8.5% | Reduced |
| Ieq Capital, LLC | 8,130 | $576.6K | 0.01% | +3,068+60.6% | Added |
| Bridgeworth, LLC | 8,082 | $573.2K | 0.06% | +26+0.3% | Added |
| Brown Advisory Inc | 8,074 | $572.6K | 0.00% | −1,110−12.1% | Reduced |
| Bridgewater Associates, LP | 8,023 | $569.0K | 0.00% | +1,182+17.3% | Added |
| Strategic Investment Advisors | 7,896 | $560.0K | 0.08% | −218−2.7% | Reduced |
| Prossimo Advisors, LLC | 7,820 | $555.0K | 0.53% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 7,807 | $553.7K | 0.03% | −4,266−35.3% | Reduced |
| Exchange Traded Concepts, LLC | 7,748 | $549.5K | 0.01% | −258−3.2% | Reduced |
| Advisors Capital Management, LLC | 7,742 | $549.0K | 0.01% | −104−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 7,700 | $546.1K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,516 | $533.0K | 0.03% | +1,197+18.9% | Added |
| Mystic Asset Management, Inc. | 7,511 | $532.7K | 0.29% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 7,218 | $511.9K | 0.01% | −523−6.8% | Reduced |
| Hills Bank & Trust Co | 7,146 | $506.8K | 0.07% | −42−0.6% | Reduced |
| FineMark National Bank & Trust | 7,136 | $506.1K | 0.02% | +282+4.1% | Added |
| Grimes & Company, Inc. | 7,090 | $502.8K | 0.02% | −3,164−30.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,001 | $496.5K | 0.02% | −161−2.2% | Reduced |
| Corton Capital Inc. | 6,987 | $495.5K | 0.23% | +6,987 | New |
| Wedbush Securities Inc | 6,980 | $495.0K | 0.02% | +14+0.2% | Added |
| Flputnam Investment Management Co | 6,947 | $492.7K | 0.01% | −794−10.3% | Reduced |
| Raymond James Trust N.A. | 6,947 | $492.0K | 0.01% | −1,553−18.3% | Reduced |
| Krane Funds Advisors LLC | 6,924 | $491.0K | 0.03% | +528+8.3% | Added |
| Prosperity Wealth Management, Inc. | 6,888 | $488.5K | 0.32% | +23+0.3% | Added |
| Independent Advisor Alliance | 6,884 | $488.2K | 0.02% | +216+3.2% | Added |
| Outlook Wealth Advisors, LLC | 6,799 | $482.2K | 0.18% | +1,208+21.6% | Added |
| Bard Financial Services, Inc. | 6,796 | $482.0K | 0.04% | −230−3.3% | Reduced |
| Fox Run Management, L.L.C. | 6,738 | $477.9K | 0.13% | +6,738 | New |
| Merit Financial Group, LLC | 6,628 | $470.1K | 0.02% | +528+8.7% | Added |
| Pathstone Family Office, LLC | 6,338 | $466.1K | 0.01% | −1,557−19.7% | Reduced |
| Amica Retiree Medical Trust | 6,568 | $466.0K | 0.52% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 6,527 | $462.9K | 0.05% | +2,868+78.4% | Added |
| Alberta Investment Management Corp | 6,500 | $461.0K | 0.00% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,497 | $460.8K | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 6,474 | $459.1K | 0.01% | +6,474 | New |
| Signaturefd, LLC | 6,444 | $457.0K | 0.01% | +151+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 6,390 | $453.2K | 0.00% | −502−7.3% | Reduced |
| Spirit of America Management Corp | 6,350 | $450.3K | 0.10% | +4,450+234.2% | Added |
| Davenport & Co LLC | 6,317 | $448.0K | 0.00% | +39+0.6% | Added |
| Aspire Private Capital, LLC | 6,310 | $447.5K | 0.14% | +71+1.1% | Added |
| Bokf, NA | 6,236 | $442.3K | 0.01% | −510−7.6% | Reduced |
| Savior LLC | 6,150 | $436.2K | 1.77% | 00.0% | Unchanged |
| Opus Investment Management Inc | 6,000 | $425.5K | 0.15% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,992 | $425.0K | 0.03% | +5,992 | New |
| Spire Wealth Management | 5,941 | $421.3K | 0.02% | −35−0.6% | Reduced |
| Toroso Investments, LLC | 5,899 | $418.0K | 0.01% | +1,415+31.6% | Added |
| Sound Income Strategies, LLC | 5,875 | $416.6K | 0.04% | −20.0% | Reduced |
| NewEdge Wealth, LLC | 5,794 | $410.9K | 0.01% | −7−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 5,767 | $409.0K | 0.03% | +438+8.2% | Added |
| Edgestream Partners, L.P. | 5,667 | $401.9K | 0.04% | +2,870+102.6% | Added |
| Eastern Bank | 5,584 | $396.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,548 | $393.5K | 0.03% | +412+8.0% | Added |
| Boston Financial Mangement LLC | 5,523 | $391.7K | 0.01% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 5,505 | $390.4K | 0.21% | +5,505 | New |
| Modera Wealth Management, LLC | 5,493 | $389.6K | 0.01% | +638+13.1% | Added |
| Barry Investment Advisors, LLC | 5,466 | $387.6K | 0.13% | −60−1.1% | Reduced |
| Connecticut Wealth Management, LLC | 5,444 | $386.1K | 0.03% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $385.5K | 0.27% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,381 | $381.6K | 0.17% | −1,584−22.7% | Reduced |
| Thomasville National Bank | 5,324 | $377.6K | 0.04% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 5,300 | $375.9K | 0.09% | +5,300 | New |
| Appleton Partners Inc | 5,271 | $374.0K | 0.03% | +130+2.5% | Added |
| Knuff & Co LLC | 5,273 | $374.0K | 0.14% | −10−0.2% | Reduced |
| Cambridge Trust Co | 5,233 | $371.1K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,223 | $370.4K | 0.20% | +2,994+134.3% | Added |
| Huntington National Bank | 5,219 | $370.1K | 0.00% | −33−0.6% | Reduced |
| Great Lakes Advisors, LLC | 5,216 | $370.0K | 0.00% | −8−0.2% | Reduced |
| Spinnaker Trust | 5,141 | $364.6K | 0.03% | 00.0% | Unchanged |
| First Hawaiian Bank | 5,091 | $361.1K | 0.01% | +5,091 | New |
| Greenleaf Trust | 5,080 | $360.3K | 0.00% | −2,050−28.8% | Reduced |
| Empire Financial Management Company, LLC | 5,057 | $358.7K | 0.14% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,054 | $358.4K | 0.02% | −143−2.8% | Reduced |