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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.

Q3 2023 vs. Q2 2023

How the institutions holding Eversource Energy changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of ES: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders85513806−36
Shares280.3M2.27M280.0M+1.96M (+0.7%)
Value$19.9B$160.7M$16.3B−$3.43B (−17.4%)

13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (73)

Institutions that held Eversource Energy at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to ES in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA1,728,004$100.5M0.12%
Invenomic Capital Management LP644,133$37.5M1.57%
Old Republic International Corporation469,183$27.3M1.02%
Covalis Capital LLP320,681$18.6M3.30%
Y-Intercept (Hong Kong) Ltd65,445$3.81M0.37%
Magnetar Financial LLC55,630$3.23M0.08%
Wealth Enhancement Advisory Services, LLC50,678$2.95M0.01%
First Republic Investment Management, Inc.49,581$2.88M0.01%
Weiss Asset Management LP47,083$2.74M0.22%
Granite Bay Wealth Management, LLC31,500$2.10M0.02%
Duality Advisers, LP28,458$1.65M0.20%
Jump Financial, LLC27,108$1.58M0.06%
Numerai GP LLC24,227$1.41M0.47%
Simplex Trading, LLC24,145$1.40M0.05%
Pensionfund Sabic18,000$1.05M0.37%
Legacy Wealth Management, LLC15,630$908.9K0.47%
Tiaa Trust, National Association13,662$794.4K0.00%
Dynamic Technology Lab Private Ltd13,447$782.0K0.08%
Campbell & CO Investment Adviser LLC12,944$752.7K0.09%
Beacon Financial Advisory LLC12,219$710.5K0.39%
Pearl River Capital, LLC12,162$707.2K0.11%
Garda Capital Partners LP10,829$629.7K0.40%
Huber Capital Management LLC10,600$616.4K0.15%
QRG Capital Management, Inc.10,232$595.0K0.01%
Bayesian Capital Management, LP9,298$540.7K0.06%
Berkshire Bank8,498$494.2K0.14%
Quantinno Capital Management LP7,260$422.0K0.02%
NBC Securities, Inc.6,966$405.0K0.04%
Stevens Capital Management LP6,837$398.0K0.11%
Echo Street Capital Management LLC6,437$374.3K0.00%
Kingdom Financial Group LLC.6,200$360.5K0.34%
Laurion Capital Management LP5,932$344.9K0.01%
Alpine Global Management, LLC5,897$342.9K0.08%
Shorepoint Capital Partners LLC5,864$341.0K0.10%
Balentine LLC5,272$306.6K0.01%
Envestnet Portfolio Solutions, Inc.5,181$301.3K0.00%
Evergreen Capital Management LLC4,387$255.1K0.01%
Asahi Life Asset Management Co., Ltd.4,360$253.5K0.09%
HB Wealth Management, LLC4,345$252.7K0.00%
Advisory Services Network, LLC4,095$238.1K0.01%
Nebula Research & Development LLC3,806$221.3K0.12%
ISAM Funds (UK) Ltd3,758$218.5K0.14%
NEOS Investment Management LLC3,717$216.1K0.03%
West Family Investments, Inc.3,695$214.9K0.07%
Diametric Capital, LP3,594$209.0K0.09%
Kapitalo Investimentos Ltda3,294$191.5K0.03%
LGT Financial Advisors LLC1,788$104.0K0.13%
Flaharty Asset Management, LLC1,475$85.8K0.01%
Riverview Trust Co1,001$58.2K0.05%
Pathway Financial Advisers, LLC712$41.4K0.02%
American National Bank433$25.2K0.00%
Annis Gardner Whiting Capital Advisors, LLC310$18.0K0.01%
Ritter Daniher Financial Advisory LLC300$17.4K0.01%
Headinvest, LLC275$15.3K0.00%
First Command Advisory Services, Inc.262$15.2K0.00%
JJJ Advisors Inc.256$14.9K0.00%
Operose Advisors LLC118$6.86K0.00%
Carmel Capital Partners, LLC87$5.06K0.00%
Provence Wealth Management Group76$4.42K0.00%
SkyView Investment Advisors, LLC57$3.00K0.00%
Northwest Investment Counselors, LLC49$2.85K0.00%
Godsey & Gibb Associates43$2.50K0.00%
Hazlett, Burt & Watson, Inc.28$2.00K0.00%
Thompson Siegel & Walmsley LLC28$2.00K0.00%
Citizens National Bank Trust Department33$1.92K0.00%
ClariVest Asset Management LLC13$1.00K0.00%
Salomon & Ludwin, LLC16$9300.00%
Authentikos Wealth Advisory, LLC11$6400.00%
Tfo-TDC, LLC8$5670.00%
WestEnd Advisors, LLC9$5230.00%
JNBA Financial Advisors7$4080.00%
VisionPoint Advisory Group, LLC4$2330.00%
Steward Financial Group LLC5$00.00%

Sold out (109)

Institutions that held Eversource Energy at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 109 by value.

Institutions that sold out of ES in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
1832 Asset Management L.P.931,127$66.0M
Ofi Invest Asset Management227,015$16.1M
Renaissance Technologies LLC225,680$16.0M
Adage Capital Partners GP, L.L.C.197,534$14.0M
Brandywine Global Investment Management, LLC176,098$12.5M
Zimmer Partners, LP173,000$12.3M
Kayne Anderson Capital Advisors LP143,400$10.2M
Covea Finance140,000$9.93M
Moran Wealth Management, LLC116,646$8.27M
Marshall Wace, LLP82,190$5.83M
Houlihan Financial Resource Group, Ltd.69,626$5.18M
Ergoteles LLC62,511$4.43M
Balyasny Asset Management LLC58,948$4.18M
Cipher Capital LP57,027$4.04M
Trexquant Investment LP54,725$3.88M
Worldquant Millennium Advisors LLC41,239$2.92M
Richard Bernstein Advisors LLC29,127$2.07M
Quantamental Technologies LLC20,183$1.43M
Polianta Ltd13,900$985.0K
Pinebridge Investments, L.P.11,760$834.0K
CTC Alternative Strategies, Ltd.10,800$765.9K
Lombard Odier Asset Management (Switzerland) SA10,330$732.6K
Skandinaviska Enskilda Banken AB (publ)10,084$715.0K
Chiron Investment Management, LLC8,477$601.2K
Veritable, L.P.8,348$592.0K
Exchange Traded Concepts, LLC7,748$549.5K
Corton Capital Inc.6,987$495.5K
Bokf, NA6,236$442.3K
Opus Investment Management Inc6,000$425.5K
Bridgefront Capital, LLC5,505$390.4K
Appleton Partners Inc5,271$374.0K
Cannon Global Investment Management, LLC5,000$354.6K
Summit X, LLC4,823$342.1K
Vinva Investment Management Ltd4,860$338.8K
Summit Global Investments4,689$333.0K
Veriti Management LLC4,509$319.8K
Segall Bryant & Hamill, LLC4,419$313.4K
Hemington Wealth Management4,181$296.0K
Marino, Stram & Associates LLC4,126$292.6K
Symmetry Partners, LLC4,000$284.0K
Valeo Financial Advisors, LLC3,956$280.6K
United Capital Financial Advisers, LLC3,776$267.8K
Sovereign Financial Group, Inc.3,772$267.5K
Delphia (USA) Inc.3,628$257.3K
Zacks Investment Management3,538$250.9K
Redhawk Wealth Advisors, Inc.3,503$248.4K
Goldstone Financial Group, LLC3,479$246.7K
Great Valley Advisor Group, Inc.3,442$243.7K
Cozad Asset Management Inc3,431$243.3K
FC Advisory LLC3,423$242.8K
Pinkerton Retirement Specialists, LLC3,413$242.1K
Moody National Bank Trust Division3,410$241.8K
Astoria Portfolio Advisors LLC.3,306$241.4K
Coastal Bridge Advisors, LLC3,335$236.5K
Glenview Trust Co3,327$235.9K
Means Investment Co., Inc.3,307$234.5K
Arete Wealth Advisors, LLC3,256$231.0K
Strategy Asset Managers LLC3,217$228.2K
CSM Advisors, LLC3,195$227.0K
NSI Retail Advisors, LLC3,195$227.0K
FourThought Financial Partners, LLC3,181$225.7K
Sculati Wealth Management, LLC3,162$224.2K
Gateway Investment Advisers LLC3,133$222.2K
Hilltop Holdings Inc.3,129$221.9K
Parcion Private Wealth LLC3,090$219.1K
EP Wealth Advisors, LLC10,403$218.9K
Parsons Capital Management Inc3,074$218.0K
Black Diamond Financial, LLC3,044$215.9K
Johnson Investment Counsel Inc3,026$214.6K
TrinityPoint Wealth, LLC3,006$213.2K
Woodstock Corp2,986$211.8K
Applied Capital LLC2,939$208.4K
SeaCrest Wealth Management, LLC2,879$204.2K
MQS Management LLC2,871$203.6K
Mather Group, LLC.2,868$203.4K
PFG Investments, LLC2,849$202.1K
MONECO Advisors, LLC2,822$200.1K
Scoggin Management LP250,000$177.3K
CVA Family Office, LLC2,080$147.5K
Tompkins Financial Corp2,005$142.2K
Healthcare of Ontario Pension Plan Trust Fund982$69.6K
Vestor Capital, LLC881$62.0K
PCA Investment Advisory Services Inc.857$60.8K
Itau Unibanco Holding S.A.729$51.7K
Prostatis Group LLC50,070$50.1K
PFG Private Wealth Management, LLC687$48.7K
ICA Group Wealth Management, LLC631$44.8K
Fairfield Financial Advisors, LTD557$39.5K
WealthPLAN Partners, LLC524$37.2K
WealthPlan Investment Management, LLC502$35.6K
Twin Tree Management, LP454$32.2K
Clear Street Markets LLC456$32.0K
Horan Securities, Inc.368$26.1K
Fairfield, Bush & Co.266$18.9K
Heritage Wealth Advisors200$14.2K
Clean Yield Group155$11.0K
Old Point Trust & Financial Services N A47$3.33K
Ridgewood Investments LLC34$2.41K
Wolff Wiese Magana LLC30$2.13K
Bollard Group LLC30$2.00K

Not filed for Q3 2023 yet (13)

Institutions that held Eversource Energy at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA2,191,262$155.4M
PFS Investments Inc.47,333$3.36M
Tiaa, FSB14,835$1.05M
Coastal Capital Group, Inc.3,043$215.8K
EA Series Trust2,898$205.5K
Endurance Wealth Management, Inc.1,889$134.0K
Kistler-Tiffany Companies, LLC1,527$108.3K
BerganKDV Wealth Management, LLC1,483$105.2K
Piershale Financial Group, Inc.306$21.7K
First Command Bank262$18.6K
First Command Financial Services, Inc.262$18.6K
Vigilant Capital Management, LLC200$14.0K
First Capital Advisors Group, LLC.56$3.97K