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 |
|---|---|---|---|---|---|
| Agf Management Ltd | 25,017 | $1.45M | 0.01% | +219+0.9% | Added |
| Integrated Wealth Concepts LLC | 25,149 | $1.46M | 0.03% | −1,155−4.4% | Reduced |
| First PREMIER Bank | 25,147 | $1.46M | 0.45% | −112−0.4% | Reduced |
| Quadrature Capital Ltd | 25,199 | $1.47M | 0.03% | +15,139+150.5% | Added |
| Atria Investments LLC | 25,439 | $1.48M | 0.03% | +2,726+12.0% | Added |
| Ascent Group, LLC | 27,612 | $1.50M | 0.17% | −5,494−16.6% | Reduced |
| Lockheed Martin Investment Management Co | 22,200 | $1.50M | 0.12% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 25,908 | $1.51M | 0.58% | +242+0.9% | Added |
| Miller Howard Investments Inc | 26,516 | $1.54M | 0.06% | −2,175−7.6% | Reduced |
| STRS Ohio | 26,647 | $1.55M | 0.01% | +3,696+16.1% | Added |
| Kentucky Retirement Systems | 26,711 | $1.55M | 0.05% | −1,337−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 26,715 | $1.55M | 0.01% | −182,886−87.3% | Reduced |
| Dynamic Advisor Solutions LLC | 26,889 | $1.56M | 0.07% | +379+1.4% | Added |
| Oregon Public Employees Retirement Fund | 27,018 | $1.57M | 0.02% | −106−0.4% | Reduced |
| Teacher Retirement System of Texas | 27,027 | $1.57M | 0.01% | −180,177−87.0% | Reduced |
| Jump Financial, LLC | 27,108 | $1.58M | 0.06% | +27,108 | New |
| Kinneret Advisory, LLC | 27,409 | $1.59M | 0.20% | −16−0.1% | Reduced |
| Guggenheim Capital LLC | 27,649 | $1.61M | 0.01% | +3,565+14.8% | Added |
| Cox Capital Mgt LLC | 27,907 | $1.62M | 1.14% | +2,375+9.3% | Added |
| Ieq Capital, LLC | 28,102 | $1.63M | 0.03% | +19,972+245.7% | Added |
| Duality Advisers, LP | 28,458 | $1.65M | 0.20% | +28,458 | New |
| Westpac Banking Corp | 28,780 | $1.67M | 0.13% | −54,927−65.6% | Reduced |
| PFW Advisors LLC | 28,905 | $1.68M | 0.59% | +6,827+30.9% | Added |
| Everence Capital Management Inc | 28,990 | $1.69M | 0.13% | +11,030+61.4% | Added |
| Elo Mutual Pension Insurance Co | 29,116 | $1.69M | 0.05% | +423+1.5% | Added |
| Metis Global Partners, LLC | 29,294 | $1.70M | 0.08% | +3,799+14.9% | Added |
| Penobscot Investment Management Company, Inc. | 29,972 | $1.74M | 0.24% | −3,670−10.9% | Reduced |
| JustInvest LLC | 30,136 | $1.75M | 0.05% | +8,294+38.0% | Added |
| Tower Research Capital LLC (TRC) | 30,576 | $1.78M | 0.06% | +23,575+336.7% | Added |
| Verity & Verity, LLC | 30,913 | $1.80M | 0.23% | −10,199−24.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,089 | $1.81M | 0.03% | +300+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 31,092 | $1.81M | 0.03% | +384+1.3% | Added |
| Flagship Harbor Advisors, LLC | 31,163 | $1.81M | 0.15% | −1,290−4.0% | Reduced |
| Glenmede Trust Co NA | 31,169 | $1.81M | 0.01% | −10,153−24.6% | Reduced |
| Siemens Fonds Invest GmbH | 31,525 | $1.83M | 0.19% | −4,033−11.3% | Reduced |
| CWM, LLC | 31,606 | $1.84M | 0.01% | +10,509+49.8% | Added |
| British Columbia Investment Management Corp | 31,728 | $1.84M | 0.02% | +299+1.0% | Added |
| Vestcor Inc | 31,765 | $1.85M | 0.07% | −2,318−6.8% | Reduced |
| Oxler Private Wealth LLC | 31,776 | $1.85M | 0.93% | −887−2.7% | Reduced |
| Gulf International Bank (UK) Ltd | 31,890 | $1.85M | 0.05% | −3,230−9.2% | Reduced |
| Somerset Trust Co | 32,096 | $1.87M | 0.85% | +332+1.0% | Added |
| Versor Investments LP | 32,373 | $1.88M | 0.38% | +23,700+273.3% | Added |
| Blackhawk Capital Partners LLC. | 32,407 | $1.88M | 1.38% | +9,406+40.9% | Added |
| Crossmark Global Holdings, Inc. | 32,330 | $1.89M | 0.04% | −730−2.2% | Reduced |
| GWM Advisors LLC | 32,483 | $1.89M | 0.02% | +1,437+4.6% | Added |
| SG Americas Securities, LLC | 32,723 | $1.90M | 0.03% | +2,131+7.0% | Added |
| Unigestion Holding SA | 33,829 | $1.94M | 0.12% | −3,709−9.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,609 | $1.96M | 0.03% | +1,101+3.4% | Added |
| FORA Capital, LLC | 34,560 | $2.01M | 0.18% | +8,512+32.7% | Added |
| Cetera Investment Advisers | 35,284 | $2.05M | 0.02% | +574+1.7% | Added |
| Rafferty Asset Management, LLC | 35,576 | $2.07M | 0.01% | +3,721+11.7% | Added |
| Schroder Investment Management Group | 35,736 | $2.08M | 0.00% | −16,893−32.1% | Reduced |
| Granite Bay Wealth Management, LLC | 31,500 | $2.10M | 0.02% | +31,500 | New |
| Fifth Third Bancorp | 36,245 | $2.11M | 0.01% | −20,853−36.5% | Reduced |
| Pacer Advisors, Inc. | 36,328 | $2.11M | 0.01% | +14,890+69.5% | Added |
| Blair William & Co | 36,720 | $2.14M | 0.01% | −6,026−14.1% | Reduced |
| Achmea Investment Management B.V. | 37,183 | $2.16M | 0.05% | −12,232−24.8% | Reduced |
| Nissay Asset Management Corp | 37,220 | $2.16M | 0.02% | +1,383+3.9% | Added |
| Baird Financial Group, Inc. | 37,403 | $2.17M | 0.01% | +3,104+9.0% | Added |
| Mercer Global Advisors Inc | 37,575 | $2.19M | 0.01% | −5,496−12.8% | Reduced |
| Shell Asset Management Co | 37,700 | $2.19M | 0.09% | −563−1.5% | Reduced |
| Neville Rodie & Shaw Inc | 37,698 | $2.19M | 0.20% | −418−1.1% | Reduced |
| Prospera Financial Services Inc | 38,132 | $2.22M | 0.09% | +4,366+12.9% | Added |
| AE Wealth Management LLC | 38,360 | $2.23M | 0.01% | +6,850+21.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 38,400 | $2.23M | 0.03% | −47,500−55.3% | Reduced |
| Mariner, LLC | 38,483 | $2.24M | 0.01% | +5,713+17.4% | Added |
| Element Capital Management LLC | 38,980 | $2.27M | 0.20% | −7,666−16.4% | Reduced |
| Resources Management Corp | 40,007 | $2.33M | 0.38% | −972−2.4% | Reduced |
| State of Alaska, Department of Revenue | 41,779 | $2.43M | 0.03% | −1,435−3.3% | Reduced |
| Mackenzie Financial Corp | 44,222 | $2.48M | 0.00% | +11,372+34.6% | Added |
| M&T Bank Corp | 43,011 | $2.50M | 0.01% | −1,014−2.3% | Reduced |
| Daiwa Securities Group Inc. | 43,386 | $2.52M | 0.02% | −3,716−7.9% | Reduced |
| ING Groep NV | 43,825 | $2.55M | 0.02% | −6,007−12.1% | Reduced |
| Bank of Nova Scotia | 44,095 | $2.56M | 0.01% | +150+0.3% | Added |
| Nisa Investment Advisors, LLC | 44,360 | $2.58M | 0.02% | +2,017+4.8% | Added |
| FIL Ltd | 46,305 | $2.69M | 0.00% | +4,262+10.1% | Added |
| Weiss Asset Management LP | 47,083 | $2.74M | 0.22% | +47,083 | New |
| Putnam Investments LLC | 48,618 | $2.83M | 0.00% | +4,958+11.4% | Added |
| Mutual of America Capital Management LLC | 48,839 | $2.84M | 0.04% | −1,329−2.6% | Reduced |
| Ossiam | 49,380 | $2.87M | 0.05% | −1,612−3.2% | Reduced |
| First Republic Investment Management, Inc. | 49,581 | $2.88M | 0.01% | +49,581 | New |
| Pinnacle Associates Ltd | 49,695 | $2.89M | 0.05% | −713−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 50,678 | $2.95M | 0.01% | +50,678 | New |
| Truist Financial Corp | 51,508 | $3.00M | 0.01% | −3,006−5.5% | Reduced |
| Public Employees Retirement Association of Colorado | 52,027 | $3.02M | 0.02% | −4,560−8.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 53,708 | $3.12M | 0.05% | −6,805−11.2% | Reduced |
| Amica Mutual Insurance Co | 53,790 | $3.13M | 0.37% | 00.0% | Unchanged |
| Captrust Financial Advisors | 53,993 | $3.14M | 0.01% | +6,321+13.3% | Added |
| New York Life Investment Management LLC | 54,017 | $3.14M | 0.03% | −300−0.6% | Reduced |
| Wasatch Advisors Inc | 54,300 | $3.16M | 0.02% | +23,925+78.8% | Added |
| Cetera Advisor Networks LLC | 54,356 | $3.16M | 0.02% | +9,649+21.6% | Added |
| Kingsview Wealth Management, LLC | 54,940 | $3.19M | 0.11% | −873−1.6% | Reduced |
| Synergy Financial Management, LLC | 55,055 | $3.20M | 0.63% | −17,379−24.0% | Reduced |
| Magnetar Financial LLC | 55,630 | $3.23M | 0.08% | +55,630 | New |
| Cambridge Investment Research Advisors, Inc. | 56,096 | $3.26M | 0.02% | −3,982−6.6% | Reduced |
| Engineers Gate Manager LP | 56,468 | $3.28M | 0.12% | +17,767+45.9% | Added |
| Two Sigma Advisers, LP | 56,800 | $3.30M | 0.01% | −61,900−52.1% | Reduced |
| Janus Henderson Group PLC | 57,438 | $3.34M | 0.00% | +6,134+12.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58,131 | $3.38M | 0.01% | −15,459−21.0% | Reduced |
| Utah Retirement Systems | 59,931 | $3.48M | 0.05% | +300+0.5% | Added |