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 |
|---|---|---|---|---|---|
| West Tower Group, LLC | 775 | $55.0K | 0.04% | +775 | New |
| Farther Finance Advisors, LLC | 748 | $53.0K | 0.01% | −41−5.2% | Reduced |
| Perkins Coie Trust Co | 734 | $52.1K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 729 | $51.7K | 0.00% | +729 | New |
| Bay Harbor Wealth Management, LLC | 722 | $51.2K | 0.02% | −55−7.1% | Reduced |
| Bangor Savings Bank | 714 | $50.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 708 | $50.2K | 0.01% | −155−18.0% | Reduced |
| PSI Advisors, LLC | 708 | $50.2K | 0.02% | 00.0% | Unchanged |
| Prostatis Group LLC | 50,070 | $50.1K | 0.02% | +50,070 | New |
| PFG Private Wealth Management, LLC | 687 | $48.7K | 0.03% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 685 | $48.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 680 | $48.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 682 | $48.0K | 0.00% | +502+278.9% | Added |
| Addison Advisors LLC | 675 | $47.9K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 643 | $45.6K | 0.00% | +11+1.7% | Added |
| ICA Group Wealth Management, LLC | 631 | $44.8K | 0.01% | +600+1,935.5% | Added |
| Parkside Financial Bank & Trust | 609 | $43.2K | 0.01% | −20−3.2% | Reduced |
| DT Investment Partners, LLC | 577 | $40.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 566 | $40.0K | 0.00% | −25−4.2% | Reduced |
| Fairfield Financial Advisors, LTD | 557 | $39.5K | 0.02% | +5+0.9% | Added |
| City Holding Co | 535 | $37.9K | 0.01% | +81+17.8% | Added |
| WealthPLAN Partners, LLC | 524 | $37.2K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 525 | $37.0K | 0.01% | +1+0.2% | Added |
| Barrett & Company, Inc. | 516 | $36.6K | 0.02% | +516 | New |
| Harbour Investments, Inc. | 513 | $36.4K | 0.00% | −89−14.8% | Reduced |
| MV Capital Management, Inc. | 510 | $36.2K | 0.00% | −48−8.6% | Reduced |
| Brown Brothers Harriman & Co | 508 | $36.0K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 502 | $35.6K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 515 | $35.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 470 | $33.3K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 462 | $32.8K | 0.02% | −9−1.9% | Reduced |
| Twin Tree Management, LP | 454 | $32.2K | 0.00% | +454 | New |
| Clear Street Markets LLC | 456 | $32.0K | 0.01% | −229−33.4% | Reduced |
| Piscataqua Savings Bank | 450 | $31.9K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 442 | $31.4K | 0.01% | +294+198.6% | Added |
| Credit Agricole S A | 419 | $29.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 406 | $28.8K | 0.00% | +84+26.1% | Added |
| Park Place Capital Corp | 383 | $27.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 377 | $26.7K | 0.00% | −213−36.1% | Reduced |
| Johnson Financial Group, Inc. | 373 | $26.5K | 0.00% | +111+42.4% | Added |
| Horan Securities, Inc. | 368 | $26.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 354 | $26.0K | 0.02% | +94+36.2% | Added |
| Salem Investment Counselors Inc | 364 | $25.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 347 | $24.6K | 0.01% | +29+9.1% | Added |
| Paladin Advisory Group, LLC | 334 | $23.7K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 326 | $23.1K | 0.01% | −6−1.8% | Reduced |
| Hanson & Doremus Investment Management | 328 | $23.0K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 313 | $22.2K | 0.00% | +313 | New |
| Geneos Wealth Management Inc. | 312 | $22.1K | 0.00% | +65+26.3% | Added |
| Piershale Financial Group, Inc. | 306 | $21.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 302 | $21.4K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 287 | $20.0K | 0.01% | +37+14.8% | Added |
| Umb Bank N A | 278 | $19.7K | 0.00% | −18−6.1% | Reduced |
| Ronald Blue Trust, Inc. | 240 | $19.0K | 0.00% | −120−33.3% | Reduced |
| Hall Laurie J Trustee | 270 | $19.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 266 | $18.9K | 0.01% | +266 | New |
| Gleason Group, Inc. | 265 | $18.8K | 0.00% | +3+1.1% | Added |
| First Command Bank | 262 | $18.6K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 262 | $18.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 246 | $17.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 227 | $16.1K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $16.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 220 | $15.6K | 0.00% | +220 | New |
| Massmutual Trust Co FSB | 215 | $15.2K | 0.00% | −156−42.0% | Reduced |
| GeoWealth Management, LLC | 223 | $15.0K | 0.00% | −6−2.6% | Reduced |
| Financial Perspectives, Inc | 210 | $14.9K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 202 | $14.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 199 | $14.1K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 194 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 186 | $13.2K | 0.00% | −93−33.3% | Reduced |
| Coppell Advisory Solutions LLC | 158 | $11.0K | 0.00% | +158 | New |
| Clean Yield Group | 155 | $11.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 147 | $10.4K | 0.00% | +29+24.6% | Added |
| Beacon Capital Management, LLC | 144 | $10.2K | 0.00% | +144 | New |
| Red Tortoise LLC | 141 | $10.0K | 0.01% | +87+161.1% | Added |
| Westside Investment Management, Inc. | 134 | $9.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 131 | $9.29K | 0.00% | +131 | New |
| Hartford Financial Management Inc. | 130 | $9.22K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $8.87K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 119 | $8.44K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 118 | $8.37K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 117 | $8.30K | 0.00% | +117 | New |
| GW&K Investment Management, LLC | 116 | $8.00K | 0.00% | +116 | New |
| Pension & Wealth Management Advisors, Inc. | 0 | $7.61K | 0.01% | −547−100.0% | Reduced |
| Abound Wealth Management | 107 | $7.59K | 0.00% | +4+3.9% | Added |
| Prestige Wealth Management Group LLC | 102 | $7.23K | 0.00% | +36+54.5% | Added |
| Pin Oak Investment Advisors Inc | 83 | $6.00K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $5.87K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 82 | $5.82K | 0.00% | +40+95.2% | Added |
| Castleview Partners, LLC | 81 | $5.75K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $5.60K | 0.00% | −8−9.2% | Reduced |
| Grove Bank & Trust | 79 | $5.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 71 | $5.04K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 69 | $4.89K | 0.00% | −42−37.8% | Reduced |
| Solstein Capital, LLC | 69 | $4.89K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 68 | $4.82K | 0.00% | +8+13.3% | Added |
| Rosenberg Matthew Hamilton | 64 | $4.54K | 0.00% | −747−92.1% | Reduced |