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 |
|---|---|---|---|---|---|
| Advisor Partners II, LLC | 10,149 | $590.2K | 0.02% | +1,831+22.0% | Added |
| QRG Capital Management, Inc. | 10,232 | $595.0K | 0.01% | +10,232 | New |
| Stratos Wealth Partners, LTD. | 10,236 | $595.2K | 0.01% | +984+10.6% | Added |
| Armstrong Advisory Group, Inc | 10,287 | $598.2K | 0.07% | −187−1.8% | Reduced |
| Brinker Capital Investments, LLC | 10,330 | $600.7K | 0.01% | +1,904+22.6% | Added |
| Orion Portfolio Solutions, LLC | 10,330 | $600.7K | 0.01% | +1,904+22.6% | Added |
| Finer Wealth Management, Inc. | 10,377 | $603.4K | 0.48% | +202+2.0% | Added |
| Moneta Group Investment Advisors LLC | 10,474 | $609.0K | 0.01% | +131+1.3% | Added |
| Heritage Financial Services, LLC | 10,485 | $609.7K | 0.12% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 11,358 | $612.2K | 0.25% | +957+9.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,573 | $615.0K | 0.01% | −3,430−24.5% | Reduced |
| Huber Capital Management LLC | 10,600 | $616.4K | 0.15% | +10,600 | New |
| Sheaff Brock Investment Advisors, LLC | 10,799 | $627.9K | 0.06% | 00.0% | Unchanged |
| Garda Capital Partners LP | 10,829 | $629.7K | 0.40% | +10,829 | New |
| Welch & Forbes LLC | 10,889 | $633.2K | 0.01% | −4,543−29.4% | Reduced |
| Centerpoint Advisors, LLC | 10,983 | $639.0K | 0.27% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 11,019 | $640.8K | 0.02% | +15+0.1% | Added |
| Resources Investment Advisors, LLC. | 11,067 | $643.5K | 0.01% | −334−2.9% | Reduced |
| Signaturefd, LLC | 11,520 | $669.9K | 0.02% | +5,076+78.8% | Added |
| O'Shaughnessy Asset Management, LLC | 11,683 | $679.4K | 0.01% | −967−7.6% | Reduced |
| Baker Ellis Asset Management LLC | 11,797 | $686.0K | 0.12% | +1,957+19.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,926 | $693.5K | 0.05% | −597−4.8% | Reduced |
| Empirical Finance, LLC | 12,027 | $699.4K | 0.05% | +1,202+11.1% | Added |
| FDx Advisors, Inc. | 12,130 | $705.0K | 0.06% | −8,142−40.2% | Reduced |
| Claro Advisors LLC | 12,153 | $706.7K | 0.18% | +185+1.5% | Added |
| Pearl River Capital, LLC | 12,162 | $707.2K | 0.11% | +12,162 | New |
| Beacon Financial Advisory LLC | 12,219 | $710.5K | 0.39% | +12,219 | New |
| Sowa Financial Group, Inc. | 12,279 | $714.0K | 0.54% | −2,383−16.3% | Reduced |
| Regions Financial Corp | 12,293 | $714.8K | 0.01% | +347+2.9% | Added |
| Oppenheimer & Co Inc | 12,363 | $718.9K | 0.01% | +1,292+11.7% | Added |
| Connectus Wealth, LLC | 12,618 | $733.7K | 0.02% | −4,375−25.7% | Reduced |
| SC&H Financial Advisors, Inc. | 12,648 | $735.5K | 0.24% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,732 | $740.3K | 0.05% | +1,030+8.8% | Added |
| Campbell & CO Investment Adviser LLC | 12,944 | $752.7K | 0.09% | +12,944 | New |
| Jefferies Financial Group Inc. | 13,010 | $756.5K | 0.02% | −959−6.9% | Reduced |
| Wealthfront Advisers LLC | 13,124 | $763.2K | 0.00% | −11,835−47.4% | Reduced |
| Allworth Financial LP | 13,409 | $779.7K | 0.01% | −107−0.8% | Reduced |
| Assenagon Asset Management S.A. | 13,445 | $781.8K | 0.00% | −1,369−9.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,447 | $782.0K | 0.08% | +13,447 | New |
| Presima Inc. | 13,530 | $786.8K | 0.20% | +2,700+24.9% | Added |
| Rockland Trust Co | 13,631 | $792.6K | 0.05% | −63−0.5% | Reduced |
| Tiaa Trust, National Association | 13,662 | $794.4K | 0.00% | +13,662 | New |
| Mondrian Investment Partners LTD | 13,712 | $797.4K | 0.02% | +2,089+18.0% | Added |
| Union Savings Bank | 13,878 | $807.0K | 0.50% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 14,200 | $825.7K | 0.08% | −206−1.4% | Reduced |
| Kestra Advisory Services, LLC | 14,241 | $828.1K | 0.01% | +1,909+15.5% | Added |
| Heritage Trust Co | 14,287 | $830.8K | 0.13% | −111−0.8% | Reduced |
| Proequities, Inc. | 14,384 | $836.4K | 0.07% | +1,299+9.9% | Added |
| Rockefeller Capital Management L.P. | 14,388 | $836.7K | 0.00% | −2,114−12.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 14,418 | $838.0K | 0.74% | −475−3.2% | Reduced |
| Metropolitan Life Insurance Co | 14,442 | $839.8K | 0.04% | −760−5.0% | Reduced |
| Private Advisor Group, LLC | 14,460 | $840.9K | 0.01% | −104−0.7% | Reduced |
| Profund Advisors LLC | 14,481 | $842.1K | 0.05% | −40−0.3% | Reduced |
| Thrivent Financial for Lutherans | 15,317 | $891.0K | 0.00% | −3,786−19.8% | Reduced |
| Brookstone Capital Management | 16,747 | $902.7K | 0.02% | +1,251+8.1% | Added |
| Norinchukin Bank, The | 15,562 | $904.9K | 0.02% | −30,232−66.0% | Reduced |
| Mattern Wealth Management LLC | 15,578 | $905.9K | 0.27% | +3,838+32.7% | Added |
| Legacy Wealth Management, LLC | 15,630 | $908.9K | 0.47% | +15,630 | New |
| Keybank National Association | 16,074 | $934.7K | 0.00% | +2,286+16.6% | Added |
| Flputnam Investment Management Co | 16,122 | $937.5K | 0.03% | +9,175+132.1% | Added |
| Empowered Funds, LLC | 16,299 | $947.8K | 0.03% | +13,401+462.4% | Added |
| MML Investors Services, LLC | 16,986 | $988.0K | 0.01% | −2,459−12.6% | Reduced |
| Cetera Advisors LLC | 17,149 | $997.2K | 0.02% | +1,344+8.5% | Added |
| Paradigm Financial Partners, LLC | 18,203 | $1.02M | 0.28% | +2,325+14.6% | Added |
| CAPROCK Group, Inc. | 17,602 | $1.02M | 0.08% | +2,165+14.0% | Added |
| Kestra Private Wealth Services, LLC | 17,725 | $1.03M | 0.03% | +3,708+26.5% | Added |
| Icon Advisers Inc | 18,000 | $1.05M | 0.26% | 00.0% | Unchanged |
| Pensionfund Sabic | 18,000 | $1.05M | 0.37% | +18,000 | New |
| Pathstone Family Office, LLC | 18,025 | $1.05M | 0.01% | +11,687+184.4% | Added |
| New Mexico Educational Retirement Board | 18,116 | $1.05M | 0.05% | +1,200+7.1% | Added |
| Stratos Wealth Advisors, LLC | 18,122 | $1.05M | 0.07% | +18+0.1% | Added |
| Cape Cod Five Cents Savings Bank | 18,366 | $1.07M | 0.06% | +9,817+114.8% | Added |
| Ameritas Investment Partners, Inc. | 18,378 | $1.07M | 0.04% | −2,363−11.4% | Reduced |
| Cerity Partners LLC | 18,591 | $1.08M | 0.01% | −177−0.9% | Reduced |
| Principle Wealth Partners LLC | 18,646 | $1.08M | 0.11% | +30.0% | Added |
| Beacon Pointe Advisors, LLC | 18,685 | $1.09M | 0.01% | −59−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.10M | 0.13% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 18,983 | $1.10M | 0.01% | +9,391+97.9% | Added |
| Fox Run Management, L.L.C. | 19,118 | $1.11M | 0.33% | +12,380+183.7% | Added |
| CIBC World Markets Corp | 19,267 | $1.12M | 0.01% | −21,614−52.9% | Reduced |
| Occudo Quantitative Strategies LP | 19,461 | $1.13M | 0.15% | −3,051−13.6% | Reduced |
| D.A. Davidson & Co. | 19,787 | $1.15M | 0.01% | −433−2.1% | Reduced |
| St Germain D J Co Inc | 19,806 | $1.15M | 0.06% | −80−0.4% | Reduced |
| Banque Cantonale Vaudoise | 19,808 | $1.15M | 0.06% | +2,575+14.9% | Added |
| Jupiter Asset Management Ltd | 20,315 | $1.18M | 0.01% | −72,768−78.2% | Reduced |
| Cordatus Wealth Management LLC | 20,339 | $1.18M | 1.08% | −566−2.7% | Reduced |
| JB Capital LLC | 20,523 | $1.19M | 0.10% | +1,538+8.1% | Added |
| Kenfarb & Co. | 21,020 | $1.22M | 1.12% | −150−0.7% | Reduced |
| Park Avenue Securities LLC | 21,090 | $1.23M | 0.02% | +1,611+8.3% | Added |
| Tocqueville Asset Management L.P. | 21,435 | $1.25M | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,600 | $1.26M | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 22,245 | $1.29M | 0.00% | +9,906+80.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,022 | $1.34M | 0.00% | −4,956−17.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 23,120 | $1.34M | 0.03% | −20,000−46.4% | Reduced |
| Essex Financial Services, Inc. | 23,515 | $1.37M | 0.16% | +4,465+23.4% | Added |
| Hartford Investment Management Co | 23,743 | $1.38M | 0.06% | −652−2.7% | Reduced |
| Simplex Trading, LLC | 24,145 | $1.40M | 0.05% | +24,145 | New |
| Numerai GP LLC | 24,227 | $1.41M | 0.47% | +24,227 | New |
| Securian Asset Management, Inc | 24,996 | $1.45M | 0.04% | −3,373−11.9% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $1.45M | 0.03% | 00.0% | Unchanged |