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 |
|---|---|---|---|---|---|
| Beaumont Financial Advisors, LLC | 5,027 | $356.5K | 0.03% | −47−0.9% | Reduced |
| Kraematon Investment Advisors, Inc | 5,020 | $356.0K | 0.39% | +32+0.6% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $355.7K | 0.25% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 5,000 | $354.6K | 1.84% | +5,000 | New |
| PEAK6 Investments LLC | 4,961 | $351.8K | 0.03% | +3,818+334.0% | Added |
| Wells Trecaso Financial Group, LLC | 4,947 | $350.8K | 0.15% | −100−2.0% | Reduced |
| Wealthspire Advisors, LLC | 4,937 | $350.1K | 0.01% | −21−0.4% | Reduced |
| Colony Group LLC | 4,918 | $349.0K | 0.00% | +44+0.9% | Added |
| Alpha Cubed Investments, LLC | 4,911 | $348.3K | 0.02% | −23−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 4,885 | $346.4K | 0.03% | −750−13.3% | Reduced |
| Gradient Investments LLC | 4,874 | $345.6K | 0.01% | +7+0.1% | Added |
| KCM Investment Advisors LLC | 4,835 | $342.9K | 0.01% | −140−2.8% | Reduced |
| Summit X, LLC | 4,823 | $342.1K | 0.08% | +109+2.3% | Added |
| Prio Wealth Limited Partnership | 4,795 | $340.1K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,792 | $339.8K | 0.04% | +260+5.7% | Added |
| Vinva Investment Management Ltd | 4,860 | $338.8K | 0.03% | +4,860 | New |
| KC Investment Advisors, LLC | 4,758 | $337.5K | 0.23% | +1,496+45.9% | Added |
| First Manhattan Co | 4,752 | $337.0K | 0.00% | −3,185−40.1% | Reduced |
| Snowden Capital Advisors LLC | 4,733 | $335.7K | 0.01% | +632+15.4% | Added |
| Ingalls & Snyder LLC | 4,721 | $335.0K | 0.02% | 00.0% | Unchanged |
| Summit Global Investments | 4,689 | $333.0K | 0.02% | +4,689 | New |
| Horizon Investments, LLC | 4,690 | $332.6K | 0.01% | +423+9.9% | Added |
| Continuum Advisory, LLC | 4,685 | $332.3K | 0.05% | −73−1.5% | Reduced |
| RFG Advisory, LLC | 4,672 | $331.3K | 0.01% | −575−11.0% | Reduced |
| Charter Trust Co | 4,671 | $331.3K | 0.03% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 4,671 | $331.3K | 0.20% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,659 | $330.4K | 0.02% | −1,350−22.5% | Reduced |
| Sterling Investment Counsel, LLC | 4,612 | $327.1K | 0.18% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,600 | $326.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,584 | $325.1K | 0.01% | −1,236−21.2% | Reduced |
| Belpointe Asset Management LLC | 4,553 | $322.9K | 0.03% | −1,297−22.2% | Reduced |
| Shore Point Advisors, LLC | 4,543 | $322.2K | 0.23% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 4,542 | $322.1K | 0.06% | +317+7.5% | Added |
| Veriti Management LLC | 4,509 | $319.8K | 0.04% | −604−11.8% | Reduced |
| Savant Capital, LLC | 4,468 | $316.9K | 0.00% | −756−14.5% | Reduced |
| Segall Bryant & Hamill, LLC | 4,419 | $313.4K | 0.00% | +45+1.0% | Added |
| McKinley Carter Wealth Services, Inc. | 4,385 | $311.0K | 0.02% | −81−1.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 4,381 | $310.7K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,361 | $309.3K | 0.06% | +4,361 | New |
| Cullinan Associates Inc | 4,357 | $309.0K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,215 | $298.9K | 0.00% | −241−5.4% | Reduced |
| Grace & White Inc | 4,200 | $297.9K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 4,199 | $297.8K | 0.00% | −416−9.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,179 | $296.4K | 0.13% | −10.0% | Reduced |
| Hemington Wealth Management | 4,181 | $296.0K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,175 | $296.0K | 0.06% | +15+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 4,161 | $295.1K | 0.04% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,144 | $293.9K | 0.04% | +4,144 | New |
| Marino, Stram & Associates LLC | 4,126 | $292.6K | 0.08% | +866+26.6% | Added |
| Cedrus LLC | 4,055 | $287.6K | 0.20% | +106+2.7% | Added |
| Symmetry Partners, LLC | 4,000 | $284.0K | 0.02% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,956 | $280.6K | 0.01% | +3,956 | New |
| Mayflower Financial Advisors, LLC | 3,920 | $278.0K | 0.04% | +102+2.7% | Added |
| Melfa Wealth Management, LLC | 3,894 | $276.1K | 0.28% | +13+0.3% | Added |
| Fortis Group Advisors, LLC | 3,891 | $275.9K | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,856 | $273.4K | 0.01% | +3,856 | New |
| Dorsey & Whitney Trust CO LLC | 3,820 | $270.9K | 0.02% | −490−11.4% | Reduced |
| Lincoln National Corp | 3,813 | $270.4K | 0.01% | −1,468−27.8% | Reduced |
| Acima Private Wealth, LLC | 3,800 | $269.5K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 3,776 | $267.8K | 0.00% | −270−6.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,772 | $267.5K | 0.09% | +286+8.2% | Added |
| Apollon Wealth Management, LLC | 3,735 | $264.9K | 0.01% | +109+3.0% | Added |
| Strait & Sound Wealth Management LLC | 3,726 | $264.2K | 0.26% | +58+1.6% | Added |
| NorthRock Partners, LLC | 3,725 | $264.2K | 0.03% | +42+1.1% | Added |
| Cable Hill Partners, LLC | 3,712 | $263.3K | 0.03% | +3,712 | New |
| Avestar Capital, LLC | 3,691 | $261.8K | 0.05% | +3,691 | New |
| Summit Trail Advisors, LLC | 3,686 | $261.4K | 0.01% | +3,686 | New |
| Lebenthal Global Advisors, LLC | 3,662 | $259.7K | 0.08% | +3,662 | New |
| Williams Jones Wealth Management, LLC. | 3,651 | $258.9K | 0.00% | −250−6.4% | Reduced |
| Delphia (USA) Inc. | 3,628 | $257.3K | 0.41% | +3,628 | New |
| Zacks Investment Management | 3,538 | $250.9K | 0.00% | −421−10.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,503 | $248.4K | 0.08% | +3,503 | New |
| Richard W. Paul & Associates, LLC | 3,501 | $248.3K | 0.11% | −21−0.6% | Reduced |
| Central Trust Co | 3,481 | $246.9K | 0.01% | −284−7.5% | Reduced |
| Goldstone Financial Group, LLC | 3,479 | $246.7K | 0.07% | +416+13.6% | Added |
| Congress Wealth Management LLC | 3,475 | $246.5K | 0.01% | −233−6.3% | Reduced |
| Hantz Financial Services, Inc. | 3,457 | $245.0K | 0.01% | +16+0.5% | Added |
| Parallel Advisors, LLC | 3,452 | $244.9K | 0.01% | +218+6.7% | Added |
| Sterling Financial Planning, Inc. | 3,452 | $244.8K | 0.12% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $244.7K | 0.24% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,442 | $244.1K | 0.02% | −2,025−37.0% | Reduced |
| Bessemer Group Inc | 3,438 | $244.0K | 0.00% | +720+26.5% | Added |
| Great Valley Advisor Group, Inc. | 3,442 | $243.7K | 0.01% | +404+13.3% | Added |
| Cozad Asset Management Inc | 3,431 | $243.3K | 0.03% | 00.0% | Unchanged |
| FC Advisory LLC | 3,423 | $242.8K | 0.10% | +29+0.9% | Added |
| Wealth Alliance | 3,419 | $242.5K | 0.04% | +3,419 | New |
| Pinkerton Retirement Specialists, LLC | 3,413 | $242.1K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 3,410 | $241.8K | 0.02% | +198+6.2% | Added |
| Astoria Portfolio Advisors LLC. | 3,306 | $241.4K | 0.09% | +11+0.3% | Added |
| Smithfield Trust Co | 3,387 | $240.0K | 0.01% | −15−0.4% | Reduced |
| West Paces Advisors Inc. | 3,356 | $238.0K | 0.07% | −80−2.3% | Reduced |
| Coastal Bridge Advisors, LLC | 3,335 | $236.5K | 0.06% | −1,268−27.5% | Reduced |
| Glenview Trust Co | 3,327 | $235.9K | 0.01% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,307 | $234.5K | 0.04% | +24+0.7% | Added |
| HRT Financial LP | 3,291 | $233.0K | 0.00% | −2,544−43.6% | Reduced |
| Arete Wealth Advisors, LLC | 3,256 | $231.0K | 0.02% | −5,881−64.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,233 | $229.3K | 0.18% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 3,223 | $228.6K | 0.20% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,218 | $228.2K | 0.00% | −1,193−27.0% | Reduced |
| Strategy Asset Managers LLC | 3,217 | $228.2K | 0.05% | +132+4.3% | Added |