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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 2,192 | $127.5K | 0.00% | +47+2.2% | Added |
| Montag A & Associates Inc | 2,200 | $127.9K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,268 | $131.9K | 0.05% | −3,005−57.0% | Reduced |
| AdvisorNet Financial, Inc | 2,352 | $136.8K | 0.01% | +29+1.2% | Added |
| Center for Financial Planning, Inc. | 2,483 | $144.4K | 0.03% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,500 | $145.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,508 | $145.8K | 0.07% | +101+4.2% | Added |
| HM Payson & Co | 2,595 | $150.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2,644 | $153.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,657 | $154.5K | 0.02% | +955+56.1% | Added |
| TD Waterhouse Canada Inc. | 2,819 | $157.1K | 0.00% | +316+12.6% | Added |
| Virtus ETF Advisers LLC | 2,807 | $163.2K | 0.10% | −152−5.1% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $187.4K | 0.42% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,238 | $188.0K | 0.00% | −200−5.8% | Reduced |
| Glassman Wealth Services | 3,262 | $189.7K | 0.03% | +655+25.1% | Added |
| West Paces Advisors Inc. | 3,276 | $190.5K | 0.06% | −80−2.4% | Reduced |
| Sandy Spring Bank | 3,286 | $191.1K | 0.01% | +71+2.2% | Added |
| Kapitalo Investimentos Ltda | 3,294 | $191.5K | 0.03% | +3,294 | New |
| Global Retirement Partners, LLC | 3,525 | $197.8K | 0.01% | +372+11.8% | Added |
| Smithfield Trust Co | 3,429 | $199.0K | 0.01% | +42+1.2% | Added |
| Richard W. Paul & Associates, LLC | 3,447 | $200.4K | 0.09% | −54−1.5% | Reduced |
| IFP Advisors, Inc | 3,450 | $200.6K | 0.01% | −154−4.3% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $200.7K | 0.21% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 3,452 | $200.7K | 0.10% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,452 | $200.7K | 0.00% | −23−0.7% | Reduced |
| Central Trust Co | 3,481 | $202.4K | 0.01% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,541 | $205.9K | 0.06% | −121−3.3% | Reduced |
| Diametric Capital, LP | 3,594 | $209.0K | 0.09% | +3,594 | New |
| Mayflower Financial Advisors, LLC | 3,613 | $210.1K | 0.03% | −307−7.8% | Reduced |
| Lincoln National Corp | 3,617 | $210.4K | 0.00% | −196−5.1% | Reduced |
| Chesapeake Asset Management LLC | 3,625 | $210.8K | 0.21% | +559+18.2% | Added |
| Williams Jones Wealth Management, LLC. | 3,630 | $211.1K | 0.00% | −21−0.6% | Reduced |
| Strait & Sound Wealth Management LLC | 3,668 | $213.3K | 0.18% | −58−1.6% | Reduced |
| West Family Investments, Inc. | 3,695 | $214.9K | 0.07% | +3,695 | New |
| Hantz Financial Services, Inc. | 3,703 | $215.0K | 0.01% | +246+7.1% | Added |
| Credit Agricole S A | 3,702 | $215.3K | 0.01% | +3,283+783.5% | Added |
| NEOS Investment Management LLC | 3,717 | $216.1K | 0.03% | +3,717 | New |
| ISAM Funds (UK) Ltd | 3,758 | $218.5K | 0.14% | +3,758 | New |
| Cigna Investments Inc | 3,780 | $220.0K | 0.05% | −395−9.5% | Reduced |
| National Asset Management, Inc. | 3,785 | $220.1K | 0.01% | −5,166−57.7% | Reduced |
| Nebula Research & Development LLC | 3,806 | $221.3K | 0.12% | +3,806 | New |
| Apollon Wealth Management, LLC | 3,853 | $224.1K | 0.01% | +118+3.2% | Added |
| Melfa Wealth Management, LLC | 3,909 | $227.3K | 0.25% | +15+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 3,233 | $229.3K | 0.18% | 00.0% | Unchanged |
| RFG Advisory, LLC | 3,947 | $229.5K | 0.01% | −725−15.5% | Reduced |
| Accurate Wealth Management, LLC | 4,166 | $231.0K | 0.07% | +1,293+45.0% | Added |
| Cadence Wealth Management LLC | 4,000 | $232.6K | 0.19% | +958+31.5% | Added |
| NorthRock Partners, LLC | 4,016 | $233.5K | 0.02% | +291+7.8% | Added |
| MAI Capital Management | 4,054 | $235.8K | 0.00% | −145−3.5% | Reduced |
| Advisory Services Network, LLC | 4,095 | $238.1K | 0.01% | +4,095 | New |
| Waddell & Associates, LLC | 4,144 | $241.0K | 0.04% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,150 | $241.3K | 0.02% | −235−5.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,161 | $242.0K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,178 | $243.0K | 0.11% | −10.0% | Reduced |
| Grace & White Inc | 4,200 | $244.2K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,215 | $245.1K | 0.01% | +529+14.4% | Added |
| Parallel Advisors, LLC | 4,307 | $250.5K | 0.01% | +855+24.8% | Added |
| Meeder Advisory Services, Inc. | 4,345 | $252.6K | 0.03% | −447−9.3% | Reduced |
| HB Wealth Management, LLC | 4,345 | $252.7K | 0.00% | +4,345 | New |
| Cullinan Associates Inc | 4,357 | $253.4K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,360 | $253.5K | 0.09% | +4,360 | New |
| Evergreen Capital Management LLC | 4,387 | $255.1K | 0.01% | +4,387 | New |
| Clifford Swan Investment Counsel LLC | 4,396 | $255.6K | 0.01% | +15+0.3% | Added |
| Sequoia Financial Advisors, LLC | 4,403 | $256.0K | 0.00% | +1,185+36.8% | Added |
| Cable Hill Partners, LLC | 4,416 | $256.8K | 0.03% | +704+19.0% | Added |
| Shore Point Advisors, LLC | 4,543 | $264.2K | 0.19% | 00.0% | Unchanged |
| South Dakota Investment Council | 4,600 | $267.0K | 0.01% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,597 | $267.3K | 0.04% | +906+24.5% | Added |
| Wealth Alliance | 4,621 | $268.7K | 0.04% | +1,202+35.2% | Added |
| Checchi Capital Advisers, LLC | 4,624 | $268.9K | 0.02% | −261−5.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,666 | $271.3K | 0.00% | +451+10.7% | Added |
| Charter Trust Co | 4,671 | $271.6K | 0.02% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 4,671 | $271.6K | 0.17% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,721 | $275.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,749 | $276.2K | 0.04% | +64+1.4% | Added |
| First Manhattan Co | 4,752 | $276.3K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4,755 | $276.5K | 0.01% | +65+1.4% | Added |
| Colony Group LLC | 4,756 | $277.0K | 0.00% | −162−3.3% | Reduced |
| Savant Capital, LLC | 4,784 | $278.2K | 0.00% | +316+7.1% | Added |
| Prio Wealth Limited Partnership | 4,795 | $278.8K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 4,822 | $280.4K | 0.01% | +966+25.1% | Added |
| Gradient Investments LLC | 4,864 | $282.8K | 0.01% | −10−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 4,911 | $285.6K | 0.02% | 00.0% | Unchanged |
| Spinnaker Trust | 4,915 | $285.8K | 0.02% | −226−4.4% | Reduced |
| HBK Sorce Advisory LLC | 4,933 | $286.9K | 0.01% | −121−2.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 4,947 | $287.7K | 0.13% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,955 | $288.1K | 0.19% | +197+4.1% | Added |
| Great Lakes Advisors, LLC | 4,968 | $288.9K | 0.00% | −248−4.8% | Reduced |
| Sterling Investment Counsel, LLC | 4,972 | $289.1K | 0.17% | +360+7.8% | Added |
| Fund Management at Engine No. 1 LLC | 4,992 | $290.3K | 0.05% | +450+9.9% | Added |
| Thomasville National Bank | 5,006 | $291.1K | 0.03% | −318−6.0% | Reduced |
| Tranquilli Financial Advisor LLC | 5,016 | $291.7K | 0.21% | 00.0% | Unchanged |
| Huntington National Bank | 5,039 | $293.0K | 0.00% | −180−3.4% | Reduced |
| Cedrus LLC | 5,049 | $293.6K | 0.21% | +994+24.5% | Added |
| Dorsey & Whitney Trust CO LLC | 5,057 | $294.1K | 0.03% | +1,237+32.4% | Added |
| Empire Financial Management Company, LLC | 5,057 | $294.1K | 0.13% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 5,059 | $294.2K | 0.36% | +39+0.8% | Added |
| Beaumont Financial Advisors, LLC | 5,059 | $294.2K | 0.03% | +32+0.6% | Added |
| Trust Co of Vermont | 5,068 | $294.7K | 0.02% | +409+8.8% | Added |
| First Hawaiian Bank | 5,091 | $296.0K | 0.01% | 00.0% | Unchanged |