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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2023: 855 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ2 2023: $19.9B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2023.

Institutions holding ES in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sandy Spring Bank3,215$228.0K0.01%−242−7.0%Reduced
CSM Advisors, LLC3,195$227.0K0.02%00.0%Unchanged
NSI Retail Advisors, LLC3,195$227.0K0.04%00.0%Unchanged
Coldstream Capital Management Inc3,199$226.9K0.01%−485−13.2%Reduced
FourThought Financial Partners, LLC3,181$225.7K0.03%−238−7.0%Reduced
Sculati Wealth Management, LLC3,162$224.2K0.11%00.0%Unchanged
Global Retirement Partners, LLC3,153$223.6K0.01%−866−21.5%Reduced
Gateway Investment Advisers LLC3,133$222.2K0.00%+145+4.9%Added
Hilltop Holdings Inc.3,129$221.9K0.03%+533+20.5%Added
Parcion Private Wealth LLC3,090$219.1K0.02%00.0%Unchanged
EP Wealth Advisors, LLC10,403$218.9K0.00%+8,808+552.2%Added
Parsons Capital Management Inc3,074$218.0K0.02%−975−24.1%Reduced
Chesapeake Asset Management LLC3,066$217.4K0.20%+94+3.2%Added
V-Square Quantitative Management LLC3,045$216.0K0.16%+298+10.8%Added
Black Diamond Financial, LLC3,044$215.9K0.06%00.0%Unchanged
Coastal Capital Group, Inc.3,043$215.8K0.05%+21+0.7%Added
Cadence Wealth Management LLC3,042$215.8K0.21%00.0%Unchanged
Johnson Investment Counsel Inc3,026$214.6K0.00%−18−0.6%Reduced
TrinityPoint Wealth, LLC3,006$213.2K0.04%+8+0.3%Added
Woodstock Corp2,986$211.8K0.02%00.0%Unchanged
Virtus ETF Advisers LLC2,959$209.9K0.12%−551−15.7%Reduced
Accurate Wealth Management, LLC2,873$209.2K0.07%+79+2.8%Added
Applied Capital LLC2,939$208.4K0.13%00.0%Unchanged
Empowered Funds, LLC2,898$205.5K0.01%+2,898New
EA Series Trust2,898$205.5K0.01%+2,898New
SeaCrest Wealth Management, LLC2,879$204.2K0.03%+119+4.3%Added
MQS Management LLC2,871$203.6K0.14%−445−13.4%Reduced
Mather Group, LLC.2,868$203.4K0.00%+2,868New
PFG Investments, LLC2,849$202.1K0.04%+6+0.2%Added
IFP Advisors, Inc3,604$201.1K0.01%+50+1.4%Added
MONECO Advisors, LLC2,822$200.1K0.05%−46−1.6%Reduced
Albion Financial Group2,644$187.5K0.02%00.0%Unchanged
Glassman Wealth Services2,607$184.9K0.03%−311−10.7%Reduced
HM Payson & Co2,595$184.0K0.00%−725−21.8%Reduced
Ci Investments Inc.2,513$178.0K0.00%+657+35.4%Added
TD Waterhouse Canada Inc.2,503$177.7K0.00%+2,283+1,037.7%Added
Scoggin Management LP250,000$177.3K0.32%+250,000New
UniSuper Management Pty Ltd2,500$177.3K0.00%+2,500New
Center for Financial Planning, Inc.2,483$176.1K0.04%−871−26.0%Reduced
Raleigh Capital Management Inc.2,407$170.7K0.09%+336+16.2%Added
TD Private Client Wealth LLC2,353$166.9K0.01%+30+1.3%Added
AdvisorNet Financial, Inc2,323$164.8K0.01%+159+7.3%Added
Sentry Investment Management LLC2,278$162.0K0.06%00.0%Unchanged
Penserra Capital Management LLC2,261$160.0K0.00%+2,243+12,461.1%Added
Montag A & Associates Inc2,200$156.0K0.01%00.0%Unchanged
Whittier Trust Co of Nevada Inc2,145$152.1K0.01%+439+25.7%Added
CVA Family Office, LLC2,080$147.5K0.03%+1,795+629.8%Added
Tompkins Financial Corp2,005$142.2K0.02%00.0%Unchanged
Bartlett & Co. LLC1,953$139.0K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC1,953$138.5K0.00%00.0%Unchanged
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund1,900$135.0K0.00%+1,900New
Endurance Wealth Management, Inc.1,889$134.0K0.02%00.0%Unchanged
Private Trust Co NA1,837$130.3K0.02%−100−5.2%Reduced
Oakworth Capital, Inc.1,815$128.7K0.01%+49+2.8%Added
Webster Bank, N. A.1,814$128.6K0.02%00.0%Unchanged
Federated Hermes, Inc.1,796$127.4K0.00%−80−4.3%Reduced
Capital Analysts, LLC1,726$122.0K0.01%−29−1.7%Reduced
Lindbrook Capital, LLC1,702$120.7K0.01%−38−2.2%Reduced
Jones Financial Companies LLLP1,649$116.9K0.00%+96+6.2%Added
Benjamin F. Edwards & Company, Inc.1,574$112.0K0.00%−293−15.7%Reduced
ORG Partners LLC1,567$111.3K0.02%+1,567New
Acadian Asset Management LLC1,562$110.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,527$108.3K0.02%+11+0.7%Added
West Branch Capital LLC1,527$108.3K0.05%00.0%Unchanged
BerganKDV Wealth Management, LLC1,483$105.2K0.01%−93−5.9%Reduced
Cary Street Partner Investment Advisory LLC1,367$96.9K0.01%−251−15.5%Reduced
TSFG, LLC1,333$95.0K0.04%+3+0.2%Added
Foster Dykema Cabot & Co Inc1,312$93.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC1,297$92.0K0.04%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.1,263$89.6K0.09%+1,263New
Edmond de Rothschild Holding S.A.1,260$89.4K0.00%−99−7.3%Reduced
Washington Trust Advisors, Inc.1,193$84.6K0.01%00.0%Unchanged
Kepos Capital LP1,185$84.0K0.02%+1,185New
Manchester Capital Management LLC1,161$82.3K0.01%+43+3.8%Added
Livforsakringsbolaget Skandia, Omsesidigt1,148$81.4K0.01%00.0%Unchanged
Quent Capital, LLC1,141$80.9K0.01%−126−9.9%Reduced
GoalVest Advisory LLC1,140$80.8K0.04%+19+1.7%Added
First Community Trust NA1,106$78.4K0.09%00.0%Unchanged
Emfo, LLC1,049$74.4K0.07%00.0%Unchanged
Sawyer & Company, Inc1,030$73.0K0.03%00.0%Unchanged
Capital Advisors, Ltd. LLC1,002$71.0K0.01%+66+7.1%Added
Granite FO LLC1,000$70.9K0.05%−800−44.4%Reduced
Alta Advisers Ltd1,000$70.9K0.04%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP997$70.7K0.00%+392+64.8%Added
Healthcare of Ontario Pension Plan Trust Fund982$69.6K0.00%−11,524−92.1%Reduced
Brown, Lisle/Cummings, Inc.944$66.9K0.03%00.0%Unchanged
Focused Wealth Management, Inc942$66.8K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc925$65.6K0.00%00.0%Unchanged
CoreFirst Bank & Trust907$64.3K0.05%00.0%Unchanged
Assetmark, Inc885$62.8K0.00%−3,833−81.2%Reduced
Bank of New Hampshire884$62.7K0.02%+884New
Jackson, Grant Investment Advisers, Inc.874$62.0K0.03%00.0%Unchanged
Vestor Capital, LLC881$62.0K0.01%+116+15.2%Added
Baldwin Brothers Inc859$60.9K0.00%00.0%Unchanged
PCA Investment Advisory Services Inc.857$60.8K0.04%+857New
Tucker Asset Management LLC848$60.1K0.02%00.0%Unchanged
Kelly Financial Services LLC833$59.1K0.03%+8+1.0%Added
Gould Capital, LLC800$56.7K0.04%00.0%Unchanged
First Horizon Advisors, Inc.792$56.2K0.00%−80−9.2%Reduced
Glass Jacobson Investment Advisors llc787$55.8K0.03%+787New