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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, Q3 2023

Institutional positions in Eversource Energy as of Sep 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
806
−36 vs. Q2 2023
Shares held
280.0M
+1.96M (+0.7%) vs. Q2 2023
Total value
$16.3B
−$3.43B (−17.4%) vs. Q2 2023
New holders
73
313 more added
Sold out
109
272 more reduced

13 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 806 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 heldQ3 2023: $16.3B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2023.

Institutions holding ES in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.5$00.00%−14−73.7%Reduced
Steward Financial Group LLC5$00.00%+5New
VisionPoint Advisory Group, LLC4$2330.00%+4New
Oliver Lagore Vanvalin Investment Group5$2910.00%00.0%Unchanged
True Wealth Design, LLC5$2910.00%00.0%Unchanged
JNBA Financial Advisors7$4080.00%+7New
Column Capital Advisors, LLC8$4650.00%00.0%Unchanged
SOA Wealth Advisors, LLC.8$4690.00%00.0%Unchanged
WestEnd Advisors, LLC9$5230.00%+9New
Trifecta Capital Advisors, LLC9$5240.00%00.0%Unchanged
Tfo-TDC, LLC8$5670.00%+8New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$5810.00%00.0%Unchanged
Highline Wealth Partners LLC10$5820.00%00.0%Unchanged
FinTrust Capital Advisors, LLC11$6400.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC11$6400.00%+11New
Country Trust Bank13$7560.00%00.0%Unchanged
Salomon & Ludwin, LLC16$9300.00%+16New
SJS Investment Consulting Inc.16$9310.00%+1+6.7%Added
SRS Capital Advisors, Inc.16$9420.00%−36−69.2%Reduced
ClariVest Asset Management LLC13$1.00K0.00%+13New
Cherry Tree Wealth Management, LLC18$1.05K0.00%00.0%Unchanged
Pacifica Partners Inc.20$1.10K0.00%00.0%Unchanged
Red Tortoise LLC24$1.40K0.00%−117−83.0%Reduced
JFS Wealth Advisors, LLC25$1.45K0.00%−44−63.8%Reduced
TD Capital Management LLC25$1.45K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC25$1.45K0.00%00.0%Unchanged
Proffitt & Goodson Inc27$1.57K0.00%00.0%Unchanged
Key Financial Inc30$1.74K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC33$1.77K0.00%−24−42.1%Reduced
Citizens National Bank Trust Department33$1.92K0.00%+33New
Caldwell Sutter Capital, Inc.34$1.98K0.00%00.0%Unchanged
Cornerstone Planning Group LLC34$1.98K0.00%00.0%Unchanged
Eagle Bay Advisors LLC34$1.98K0.00%−27−44.3%Reduced
Kepos Capital LP35$2.00K0.00%−1,150−97.0%Reduced
Winch Advisory Services, LLC40$2.00K0.00%00.0%Unchanged
Magnolia Capital Management Ltd30$2.00K0.00%00.0%Unchanged
Avion Wealth53$2.00K0.00%+26+96.3%Added
Hazlett, Burt & Watson, Inc.28$2.00K0.00%+28New
Thompson Siegel & Walmsley LLC28$2.00K0.00%+28New
McIlrath & Eck, LLC36$2.09K0.00%00.0%Unchanged
Truvestments Capital LLC36$2.09K0.00%00.0%Unchanged
Chilton Capital Management LLC36$2.09K0.00%00.0%Unchanged
Duncker Streett & Co Inc41$2.38K0.00%−20−32.8%Reduced
Venturi Wealth Management, LLC43$2.50K0.00%00.0%Unchanged
Godsey & Gibb Associates43$2.50K0.00%+43New
Sunbelt Securities, Inc.45$2.59K0.00%+1+2.3%Added
Prestige Wealth Management Group LLC45$2.62K0.00%−57−55.9%Reduced
Centennial Bank47$2.73K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC49$2.85K0.00%+49New
SkyView Investment Advisors, LLC57$3.00K0.00%+57New
Thomas J. Herzfeld Advisors, Inc.52$3.02K0.00%00.0%Unchanged
TFC Financial Management56$3.26K0.00%+44+366.7%Added
Impact Partnership Wealth, LLC59$3.43K0.00%00.0%Unchanged
Grove Bank & Trust62$3.60K0.00%−17−21.5%Reduced
Solstein Capital, LLC69$4.01K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$4.13K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC75$4.36K0.00%00.0%Unchanged
Provence Wealth Management Group76$4.42K0.00%+76New
Alaska Permanent Fund Corp78$4.54K0.00%−235−75.1%Reduced
Castleview Partners, LLC81$4.71K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc83$5.00K0.01%00.0%Unchanged
Carmel Capital Partners, LLC87$5.06K0.00%+87New
Baker Avenue Asset Management, LP90$5.23K0.00%+47+109.3%Added
Pension & Wealth Management Advisors, Inc.108$6.31K0.00%+108Added
Abound Wealth Management109$6.34K0.00%+2+1.9%Added
First Pacific Financial117$6.80K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC118$6.86K0.00%00.0%Unchanged
Operose Advisors LLC118$6.86K0.00%+118New
Compass Wealth Management LLC119$6.92K0.00%00.0%Unchanged
Robbins Farley LLC125$7.27K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.126$7.33K0.00%+44+53.7%Added
Hartford Financial Management Inc.130$7.56K0.00%00.0%Unchanged
Nemes Rush Group LLC131$7.62K0.00%00.0%Unchanged
Westside Investment Management, Inc.134$7.79K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton141$8.20K0.00%+77+120.3%Added
Bell Investment Advisors, Inc149$8.66K0.00%+70+88.6%Added
Beacon Capital Management, LLC144$10.2K0.00%00.0%Unchanged
Colonial Trust Co178$10.4K0.00%+31+21.1%Added
Financial Synergies Wealth Advisors, Inc.186$10.8K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.193$11.2K0.00%+125+183.8%Added
Investors Research Corp199$11.6K0.00%00.0%Unchanged
North Star Investment Management Corp.202$11.7K0.00%00.0%Unchanged
GW&K Investment Management, LLC210$12.0K0.00%+94+81.0%Added
Financial Perspectives, Inc210$12.2K0.01%00.0%Unchanged
Ancora Advisors, LLC218$12.7K0.00%+187+603.2%Added
First Personal Financial Services225$13.1K0.00%00.0%Unchanged
Atticus Wealth Management, LLC227$13.2K0.01%00.0%Unchanged
Coppell Advisory Solutions LLC158$13.2K0.00%00.0%Unchanged
Anchor Investment Management, LLC246$14.3K0.00%00.0%Unchanged
JJJ Advisors Inc.256$14.9K0.00%+256New
Covestor Ltd260$15.0K0.01%−94−26.6%Reduced
Valley National Advisers Inc254$15.0K0.00%+60+30.9%Added
First Command Advisory Services, Inc.262$15.2K0.00%+262New
Headinvest, LLC275$15.3K0.00%+275New
Clearstead Advisors, LLC264$15.4K0.00%+224+560.0%Added
Gleason Group, Inc.268$15.6K0.00%+3+1.1%Added
Harbour Investments, Inc.270$15.7K0.00%−243−47.4%Reduced
Hall Laurie J Trustee270$16.0K0.01%00.0%Unchanged
City State Bank287$17.0K0.01%00.0%Unchanged
Concord Wealth Partners297$17.2K0.00%−145−32.8%Reduced