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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
Eagle Bay Advisors LLC61$4.33K0.00%00.0%Unchanged
Duncker Streett & Co Inc61$4.33K0.00%+61New
Impact Partnership Wealth, LLC59$4.18K0.00%+59New
Carolinas Wealth Consulting LLC57$4.06K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.56$3.97K0.00%+56New
Thomas J. Herzfeld Advisors, Inc.52$3.69K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.52$3.69K0.00%+40+333.3%Added
Centennial Bank47$3.33K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A47$3.33K0.00%+47New
Sunbelt Securities, Inc.44$3.14K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP43$3.05K0.00%−12−21.8%Reduced
Venturi Wealth Management, LLC43$3.05K0.00%00.0%Unchanged
Winch Advisory Services, LLC40$3.00K0.00%+1+2.6%Added
Clearstead Advisors, LLC40$2.84K0.00%00.0%Unchanged
Chilton Capital Management LLC36$2.55K0.00%+36New
McIlrath & Eck, LLC36$2.55K0.00%00.0%Unchanged
Truvestments Capital LLC36$2.55K0.00%+36New
Ridgewood Investments LLC34$2.41K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.34$2.41K0.00%+34New
Cornerstone Planning Group LLC34$2.41K0.00%+34New
Ancora Advisors, LLC31$2.20K0.00%00.0%Unchanged
Key Financial Inc30$2.13K0.00%00.0%Unchanged
Wolff Wiese Magana LLC30$2.13K0.00%+20+200.0%Added
Magnolia Capital Management Ltd30$2.00K0.00%00.0%Unchanged
Bollard Group LLC30$2.00K0.00%+30New
MCF Advisors LLC28$1.99K0.00%00.0%Unchanged
Proffitt & Goodson Inc27$1.92K0.00%00.0%Unchanged
TD Capital Management LLC25$1.77K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC25$1.77K0.00%00.0%Unchanged
Pacifica Partners Inc.20$1.43K0.00%00.0%Unchanged
Larson Financial Group LLC20$1.42K0.00%00.0%Unchanged
Disciplined Investments, LLC20$1.42K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC18$1.28K0.00%+18New
SJS Investment Consulting Inc.15$1.06K0.00%−1−6.3%Reduced
25 LLC14$1.02K0.00%+14New
Avion Wealth27$1.00K0.00%+7+35.0%Added
Financial Management Professionals, Inc.19$1.00K0.00%+19New
VitalStone Financial, LLC11$1.00K0.00%+11New
FinTrust Capital Advisors, LLC11$9230.00%00.0%Unchanged
Country Trust Bank13$9220.00%00.0%Unchanged
TFC Financial Management12$8520.00%+12New
Stonebridge Capital Advisors LLC11$7800.00%00.0%Unchanged
Crewe Advisors LLC10$7100.00%+10New
Highline Wealth Partners LLC10$7090.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$7090.00%00.0%Unchanged
Trifecta Capital Advisors, LLC9$6390.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$5710.00%00.0%Unchanged
Column Capital Advisors, LLC8$5670.00%−103−92.8%Reduced
True Wealth Design, LLC5$3550.00%00.0%Unchanged
USA Financial Portformulas Corp5$3550.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group5$3550.00%+5New
Sofos Investments, Inc.71$1060.00%+71New
Comerica Bank8,531$150.00%+8,531New
Psagot Value Holdings Ltd. / (Israel)2$00.00%−5−71.4%Reduced
Transamerica Financial Advisors, Inc.1––+1New
Brookfield Asset Management Inc.0$00.00%−1,977,087−100.0%Sold out
Jennison Associates LLC0$00.00%−433,962−100.0%Sold out
Twinbeech Capital LP0$00.00%−180,949−100.0%Sold out
Covalis Capital LLP0$00.00%−79,530−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−61,832−100.0%Sold out
Tobam0$00.00%−29,002−100.0%Sold out
Crestline Management, LP0$00.00%−25,000−100.0%Sold out
Inceptionr LLC0$00.00%−19,949−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−12,439−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−10,500−100.0%Sold out
PGGM Investments0$00.00%−10,098−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−9,400−100.0%Sold out
Citizens Financial Group Inc0$00.00%−9,010−100.0%Sold out
Colony Family Offices, LLC0$00.00%−8,954−100.0%Sold out
Empirical Asset Management, LLC0$00.00%−7,985−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−7,676−100.0%Sold out
Shelton Capital Management0$00.00%−7,504−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−331,861−100.0%Sold out
MJP Associates Inc0$00.00%−6,434−100.0%Sold out
Industrial Alliance Investment Management Inc.0$00.00%−6,184−100.0%Sold out
Balentine LLC0$00.00%−6,094−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−5,430−100.0%Sold out
AIA Group Ltd0$00.00%−5,230−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,464−100.0%Sold out
Walleye Trading LLC0$00.00%−4,226−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−4,198−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−4,110−100.0%Sold out
Davy Global Fund Management Ltd0$00.00%−3,683−100.0%Sold out
Sowell Financial Services LLC0$00.00%−3,597−100.0%Sold out
Centre Asset Management, LLC0$00.00%−3,506−100.0%Sold out
Advisory Services Network, LLC0$00.00%−3,453−100.0%Sold out
West Family Investments, Inc.0$00.00%−3,137−100.0%Sold out
Clear Harbor Asset Management, LLC0$00.00%−3,120−100.0%Sold out
Berkshire Bank0$00.00%−3,063−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−2,982−100.0%Sold out
Financial Advocates Investment Management0$00.00%−2,966−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−2,938−100.0%Sold out
Financial Counselors Inc0$00.00%−2,911−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−2,871−100.0%Sold out
Schechter Investment Advisors, LLC0$00.00%−2,867−100.0%Sold out
Advisor Resource Council0$00.00%−2,746−100.0%Sold out
Adviser Investments LLC0$00.00%−2,807−100.0%Sold out
Clarius Group, LLC0$00.00%−2,801−100.0%Sold out
Beaton Management Co. Inc.0$00.00%−2,729−100.0%Sold out
Lockerman Financial Group, Inc.0$00.00%−2,727−100.0%Sold out