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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Advisors | 298 | $17.3K | 0.00% | −4−1.3% | Reduced |
| Delta Asset Management LLC | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 300 | $17.4K | 0.01% | +300 | New |
| GeoWealth Management, LLC | 317 | $18.0K | 0.00% | +94+42.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 310 | $18.0K | 0.01% | +310 | New |
| Johnson Financial Group, Inc. | 311 | $18.1K | 0.00% | −62−16.6% | Reduced |
| Versant Capital Management, Inc | 311 | $18.1K | 0.01% | −15−4.6% | Reduced |
| Manchester Capital Management LLC | 322 | $18.7K | 0.00% | −839−72.3% | Reduced |
| Hexagon Capital Partners LLC | 324 | $18.8K | 0.00% | −23−6.6% | Reduced |
| Hanson & Doremus Investment Management | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 334 | $19.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 278 | $20.0K | 0.00% | +38+15.8% | Added |
| Salem Investment Counselors Inc | 364 | $21.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 377 | $21.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 383 | $22.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 408 | $24.0K | 0.01% | −48,503−99.2% | Reduced |
| American National Bank | 433 | $25.2K | 0.00% | +433 | New |
| City Holding Co | 447 | $26.0K | 0.00% | −88−16.4% | Reduced |
| Piscataqua Savings Bank | 450 | $26.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 470 | $27.3K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 515 | $29.9K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 526 | $30.0K | 0.01% | +1+0.2% | Added |
| Barrett & Company, Inc. | 516 | $30.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 557 | $32.0K | 0.00% | −9−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 572 | $33.2K | 0.00% | +166+40.9% | Added |
| Oakworth Capital, Inc. | 577 | $33.6K | 0.00% | −1,238−68.2% | Reduced |
| DT Investment Partners, LLC | 577 | $33.6K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 604 | $35.1K | 0.00% | −110−15.4% | Reduced |
| Resurgent Financial Advisors LLC | 627 | $36.5K | 0.02% | +165+35.7% | Added |
| Umb Bank N A | 642 | $37.3K | 0.00% | +364+130.9% | Added |
| Brown Brothers Harriman & Co | 654 | $38.0K | 0.00% | +146+28.7% | Added |
| Deseret Mutual Benefit Administrators | 657 | $38.2K | 0.02% | −23−3.4% | Reduced |
| Addison Advisors LLC | 675 | $39.3K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 685 | $39.8K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 694 | $40.4K | 0.00% | +51+7.9% | Added |
| Caldwell Trust Co | 708 | $41.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 712 | $41.4K | 0.02% | +712 | New |
| MV Capital Management, Inc. | 716 | $41.6K | 0.01% | +206+40.4% | Added |
| Loomis Sayles & Co L P | 714 | $42.0K | 0.00% | +32+4.7% | Added |
| Perkins Coie Trust Co | 753 | $43.8K | 0.01% | +19+2.6% | Added |
| Gould Capital, LLC | 800 | $44.6K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 771 | $44.8K | 0.02% | +49+6.8% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $45.8K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 791 | $46.0K | 0.02% | +16+2.1% | Added |
| First Horizon Advisors, Inc. | 836 | $48.7K | 0.00% | +44+5.6% | Added |
| Kelly Financial Services LLC | 843 | $49.0K | 0.02% | +10+1.2% | Added |
| Baldwin Brothers Inc | 859 | $50.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 867 | $50.0K | 0.01% | −135−13.5% | Reduced |
| Tucker Asset Management LLC | 862 | $50.1K | 0.01% | +14+1.7% | Added |
| Massmutual Trust Co FSB | 862 | $50.1K | 0.00% | +647+300.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $50.8K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 884 | $51.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 894 | $52.0K | 0.00% | −1,459−62.0% | Reduced |
| CoreFirst Bank & Trust | 907 | $52.7K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 920 | $53.5K | 0.01% | +900+4,500.0% | Added |
| Jones Financial Companies LLLP | 935 | $54.4K | 0.00% | −714−43.3% | Reduced |
| Focused Wealth Management, Inc | 942 | $54.8K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $54.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 950 | $55.2K | 0.00% | +25+2.7% | Added |
| Alta Advisers Ltd | 1,000 | $58.1K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $58.1K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 1,001 | $58.2K | 0.05% | +1,001 | New |
| Geneos Wealth Management Inc. | 1,015 | $59.0K | 0.00% | +703+225.3% | Added |
| Sawyer & Company, Inc | 1,030 | $60.0K | 0.03% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,035 | $60.2K | 0.00% | −3,926−79.1% | Reduced |
| Emfo, LLC | 1,049 | $61.0K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,074 | $62.4K | 0.01% | −67−5.9% | Reduced |
| GoalVest Advisory LLC | 1,076 | $62.6K | 0.03% | −64−5.6% | Reduced |
| Assetmark, Inc | 1,087 | $63.2K | 0.00% | +202+22.8% | Added |
| First Community Trust NA | 1,106 | $64.3K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,131 | $65.8K | 0.02% | +522+85.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,217 | $66.1K | 0.00% | +220+22.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,148 | $66.7K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,166 | $67.8K | 0.00% | −94−7.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,193 | $69.4K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,263 | $73.4K | 0.08% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,297 | $75.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 1,312 | $76.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,330 | $77.0K | 0.03% | −3−0.2% | Reduced |
| Farther Finance Advisors, LLC | 1,325 | $77.1K | 0.01% | +577+77.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,420 | $83.0K | 0.00% | −154−9.8% | Reduced |
| Flaharty Asset Management, LLC | 1,475 | $85.8K | 0.01% | +1,475 | New |
| PSI Advisors, LLC | 1,489 | $86.6K | 0.04% | +781+110.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,491 | $86.7K | 0.00% | +124+9.1% | Added |
| ORG Partners LLC | 1,493 | $86.8K | 0.03% | −74−4.7% | Reduced |
| West Branch Capital LLC | 1,527 | $88.8K | 0.05% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,562 | $90.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,721 | $100.0K | 0.01% | −5−0.3% | Reduced |
| Webster Bank, N. A. | 1,768 | $102.8K | 0.01% | −46−2.5% | Reduced |
| LGT Financial Advisors LLC | 1,788 | $104.0K | 0.13% | +1,788 | New |
| Acima Private Wealth, LLC | 1,800 | $104.7K | 0.05% | −2,000−52.6% | Reduced |
| Private Trust Co NA | 1,856 | $107.9K | 0.01% | +19+1.0% | Added |
| Penserra Capital Management LLC | 1,954 | $113.0K | 0.00% | −307−13.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,953 | $113.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,953 | $114.0K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,988 | $115.6K | 0.06% | +1,768+803.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 2,000 | $116.0K | 0.00% | +100+5.3% | Added |
| Sentry Investment Management LLC | 2,026 | $118.0K | 0.06% | −252−11.1% | Reduced |
| Federated Hermes, Inc. | 2,068 | $120.3K | 0.00% | +272+15.1% | Added |
| Ci Investments Inc. | 2,114 | $123.0K | 0.00% | −399−15.9% | Reduced |