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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 5,181 | $301.3K | 0.00% | +5,181 | New |
| Fortis Group Advisors, LLC | 3,891 | $304.5K | 0.09% | 00.0% | Unchanged |
| Balentine LLC | 5,272 | $306.6K | 0.01% | +5,272 | New |
| Barry Investment Advisors, LLC | 5,407 | $314.4K | 0.11% | −59−1.1% | Reduced |
| American State Bank (Iowa) | 5,436 | $316.1K | 0.23% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 5,444 | $316.6K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,461 | $317.6K | 0.01% | +524+10.6% | Added |
| Boston Financial Mangement LLC | 5,530 | $321.6K | 0.01% | +7+0.1% | Added |
| Midwest Professional Planners, LTD. | 5,565 | $323.6K | 0.15% | +184+3.4% | Added |
| Eastern Bank | 5,584 | $324.7K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,586 | $324.8K | 0.00% | −731−11.6% | Reduced |
| J.W. Cole Advisors, Inc. | 5,658 | $329.0K | 0.02% | −109−1.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,812 | $337.9K | 0.02% | −4,397−43.1% | Reduced |
| Shorepoint Capital Partners LLC | 5,864 | $341.0K | 0.10% | +5,864 | New |
| Sound Income Strategies, LLC | 5,872 | $341.5K | 0.03% | −3−0.1% | Reduced |
| Alpine Global Management, LLC | 5,897 | $342.9K | 0.08% | +5,897 | New |
| Raymond James Trust N.A. | 5,931 | $344.9K | 0.01% | −1,016−14.6% | Reduced |
| Laurion Capital Management LP | 5,932 | $344.9K | 0.01% | +5,932 | New |
| Baystate Wealth Management LLC | 5,985 | $348.0K | 0.03% | +437+7.9% | Added |
| Apella Capital, LLC | 6,010 | $349.5K | 0.02% | +18+0.3% | Added |
| KCM Investment Advisors LLC | 6,035 | $350.9K | 0.02% | +1,200+24.8% | Added |
| Spire Wealth Management | 6,057 | $352.2K | 0.01% | +116+2.0% | Added |
| Cambridge Trust Co | 6,096 | $354.5K | 0.02% | +863+16.5% | Added |
| Savior LLC | 6,150 | $357.6K | 2.48% | 00.0% | Unchanged |
| Lido Advisors, LLC | 6,165 | $358.5K | 0.00% | −19,523−76.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,193 | $360.1K | 0.01% | −281−4.3% | Reduced |
| Kingdom Financial Group LLC. | 6,200 | $360.5K | 0.34% | +6,200 | New |
| Bleakley Financial Group, LLC | 6,208 | $361.0K | 0.01% | −3,318−34.8% | Reduced |
| Sawtooth Solutions, LLC | 6,208 | $361.0K | 0.01% | −3,315−34.8% | Reduced |
| Belpointe Asset Management LLC | 6,219 | $361.7K | 0.04% | +1,666+36.6% | Added |
| Merit Financial Group, LLC | 6,282 | $365.3K | 0.01% | −346−5.2% | Reduced |
| Modera Wealth Management, LLC | 6,384 | $371.2K | 0.01% | +891+16.2% | Added |
| V-Square Quantitative Management LLC | 6,416 | $373.1K | 0.16% | +3,371+110.7% | Added |
| Echo Street Capital Management LLC | 6,437 | $374.3K | 0.00% | +6,437 | New |
| Blue Fin Capital, Inc. | 6,497 | $377.8K | 0.11% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 6,500 | $378.0K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,506 | $378.0K | 0.01% | −1,236−16.0% | Reduced |
| Mirova | 6,517 | $379.0K | 0.08% | −11,978−64.8% | Reduced |
| Amica Retiree Medical Trust | 6,568 | $382.0K | 0.45% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 6,607 | $384.2K | 0.25% | −281−4.1% | Reduced |
| Fiduciary Trust Co | 6,675 | $388.2K | 0.01% | −1,483−18.2% | Reduced |
| FineMark National Bank & Trust | 6,704 | $389.8K | 0.02% | −432−6.1% | Reduced |
| Icon Wealth Partners, LLC | 6,752 | $392.7K | 0.04% | −6,895−50.5% | Reduced |
| Edgestream Partners, L.P. | 6,775 | $394.0K | 0.03% | +1,108+19.6% | Added |
| Bard Financial Services, Inc. | 6,796 | $395.2K | 0.05% | 00.0% | Unchanged |
| Stevens Capital Management LP | 6,837 | $398.0K | 0.11% | +6,837 | New |
| Northwestern Mutual Wealth Management Co | 6,904 | $401.5K | 0.00% | +514+8.0% | Added |
| Aspire Private Capital, LLC | 6,949 | $404.1K | 0.13% | +639+10.1% | Added |
| Wedbush Securities Inc | 6,964 | $405.0K | 0.02% | −16−0.2% | Reduced |
| NBC Securities, Inc. | 6,966 | $405.0K | 0.04% | +6,966 | New |
| Outlook Wealth Advisors, LLC | 6,988 | $406.3K | 0.16% | +189+2.8% | Added |
| Snowden Capital Advisors LLC | 7,071 | $411.2K | 0.02% | +2,338+49.4% | Added |
| Oppenheimer Asset Management Inc. | 7,092 | $412.4K | 0.01% | −126−1.7% | Reduced |
| NewEdge Wealth, LLC | 7,101 | $412.9K | 0.01% | +1,307+22.6% | Added |
| Mystic Asset Management, Inc. | 7,111 | $413.5K | 0.23% | −400−5.3% | Reduced |
| Hills Bank & Trust Co | 7,146 | $415.5K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 7,202 | $418.8K | 0.02% | +318+4.6% | Added |
| Quantinno Capital Management LP | 7,260 | $422.0K | 0.02% | +7,260 | New |
| Centiva Capital, LP | 7,273 | $422.9K | 0.02% | −11,772−61.8% | Reduced |
| Ballentine Partners, LLC | 7,339 | $426.8K | 0.01% | +2,755+60.1% | Added |
| Desjardins Global Asset Management Inc. | 7,366 | $428.3K | 0.05% | −1,623−18.1% | Reduced |
| Petrus Trust Company, LTA | 7,482 | $435.1K | 0.05% | +955+14.6% | Added |
| Quadrant Capital Group LLC | 7,618 | $443.0K | 0.04% | +4,176+121.3% | Added |
| Federation des caisses Desjardins du Quebec | 7,626 | $443.5K | 0.00% | −1,134−12.9% | Reduced |
| XTX Topco Ltd | 7,663 | $445.6K | 0.08% | +3,302+75.7% | Added |
| Avantax Advisory Services, Inc. | 7,735 | $449.8K | 0.01% | −3,426−30.7% | Reduced |
| Prossimo Advisors, LLC | 7,820 | $455.0K | 1.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,993 | $464.8K | 0.01% | +293+3.8% | Added |
| Brown Advisory Inc | 8,017 | $466.2K | 0.00% | −57−0.7% | Reduced |
| Bridgeworth, LLC | 8,024 | $466.6K | 0.05% | −58−0.7% | Reduced |
| Spirit of America Management Corp | 8,050 | $468.1K | 0.11% | +1,700+26.8% | Added |
| Tokio Marine Asset Management Co Ltd | 8,066 | $469.0K | 0.03% | +550+7.3% | Added |
| Krane Funds Advisors LLC | 8,104 | $471.0K | 0.02% | +1,180+17.0% | Added |
| South State Corp. | 8,153 | $474.1K | 0.04% | −972−10.7% | Reduced |
| Valley Brook Capital Group | 8,190 | $476.2K | 0.47% | −1,312−13.8% | Reduced |
| Grimes & Company, Inc. | 8,231 | $478.6K | 0.02% | +1,141+16.1% | Added |
| Strategic Investment Advisors | 8,242 | $479.2K | 0.08% | +346+4.4% | Added |
| SageView Advisory Group, LLC | 8,492 | $493.8K | 0.03% | −2,407−22.1% | Reduced |
| Berkshire Bank | 8,498 | $494.2K | 0.14% | +8,498 | New |
| Greenleaf Trust | 8,502 | $494.4K | 0.01% | +3,422+67.4% | Added |
| Point72 Asset Management, L.P. | 8,633 | $502.0K | 0.00% | −47,266−84.6% | Reduced |
| Jmac Enterprises LLC | 8,700 | $505.9K | 0.12% | +3,400+64.2% | Added |
| Stephenson National Bank & Trust | 8,725 | $507.4K | 0.28% | +3,502+67.0% | Added |
| Whittier Trust Co | 8,866 | $515.5K | 0.01% | +57+0.6% | Added |
| Destination Wealth Management | 8,881 | $516.4K | 0.02% | −174−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 8,949 | $520.4K | 0.04% | +153+1.7% | Added |
| Valmark Advisers, Inc. | 9,061 | $526.9K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 9,149 | $532.0K | 0.02% | +5,950+186.0% | Added |
| Northwest & Ethical Investments L.P. | 9,192 | $534.5K | 0.02% | −21,586−70.1% | Reduced |
| McDonald Partners LLC | 9,200 | $535.0K | 0.17% | +245+2.7% | Added |
| Chatham Capital Group, Inc. | 9,288 | $540.1K | 0.12% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,298 | $540.7K | 0.06% | +9,298 | New |
| New England Capital Financial Advisors LLC | 9,403 | $546.8K | 0.38% | +77+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,449 | $549.5K | 0.00% | −59,795−86.4% | Reduced |
| Wetherby Asset Management Inc | 9,512 | $553.1K | 0.03% | +1,705+21.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,569 | $556.4K | 0.12% | +40+0.4% | Added |
| Bridgewater Associates, LP | 9,659 | $561.7K | 0.00% | +1,636+20.4% | Added |
| Members Capital Advisors Inc | 9,752 | $567.1K | 0.70% | 00.0% | Unchanged |
| Martingale Asset Management L P | 9,910 | $576.3K | 0.01% | −2,892−22.6% | Reduced |
| Toroso Investments, LLC | 10,009 | $582.0K | 0.02% | +4,110+69.7% | Added |