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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.

Institutional holdersQ3 2023: 806 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ3 2023: $16.3B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2023.

Institutions holding ES in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
ExodusPoint Capital Management, LP268,350$15.6M0.20%+218,011+433.1%Added
Baillie Gifford & Co284,236$16.5M0.02%+126,264+79.9%Added
Abn Amro Investment Solutions284,291$16.5M0.32%+29,966+11.8%Added
La Banque Postale Asset Management SA286,083$16.6M0.37%−300−0.1%Reduced
AXA S.A.289,593$16.8M0.06%−48,052−14.2%Reduced
Russell Investments Group, Ltd.293,058$17.0M0.03%−139,150−32.2%Reduced
Envestnet Asset Management Inc311,122$18.1M0.01%+138,838+80.6%Added
Maryland State Retirement & Pension System316,280$18.4M0.42%−78,777−19.9%Reduced
Covalis Capital LLP320,681$18.6M3.30%+320,681New
AQR Capital Management LLC332,090$19.3M0.04%−429,846−56.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.333,443$19.4M0.04%+22,572+7.3%Added
Man Group plc–$20.2M0.06%––
Stifel Financial Corp346,749$20.2M0.03%−34,300−9.0%Reduced
State of Wisconsin Investment Board346,917$20.2M0.06%+22,240+6.8%Added
New York State Teachers Retirement System363,272$21.1M0.05%−33,055−8.3%Reduced
Robeco Institutional Asset Management B.V.368,478$21.4M0.06%−83,800−18.5%Reduced
RWC Asset Management LLP375,830$21.9M1.42%+13,361+3.7%Added
State Board of Administration of Florida Retirement System389,522$22.7M0.05%−25,190−6.1%Reduced
Standard Life Aberdeen plc402,927$23.4M0.06%+18,486+4.8%Added
Prudential Financial Inc413,197$24.0M0.04%+86,534+26.5%Added
Principal Financial Group Inc421,568$24.5M0.02%+950.0%Added
Aviva PLC425,276$24.7M0.10%+36,529+9.4%Added
Two Sigma Investments, LP426,418$24.8M0.07%−154,111−26.5%Reduced
Korea Investment CORP427,938$24.9M0.07%−80,417−15.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)430,493$25.0M0.11%+57,920+15.5%Added
Mitsubishi UFJ Trust & Banking Corp432,479$25.1M0.06%−20,182−4.5%Reduced
Allianz Asset Management GmbH434,504$25.3M0.05%−695,052−61.5%Reduced
The PNC Financial Services Group, Inc.438,034$25.5M0.02%+1,356+0.3%Added
Victory Capital Management Inc450,007$26.2M0.03%+43,720+10.8%Added
Price T Rowe Associates Inc467,728$27.2M0.00%−2,467−0.5%Reduced
Old Republic International Corporation469,183$27.3M1.02%+469,183New
Anchor Capital Advisors LLC469,396$27.3M0.76%−108,706−18.8%Reduced
National Pension Service461,202$27.5M0.04%+24,953+5.7%Added
Voloridge Investment Management, LLC483,992$28.1M0.14%−82,606−14.6%Reduced
Clearbridge Investments, LLC492,746$28.7M0.03%−1,707−0.3%Reduced
Swedbank AB517,871$30.1M0.06%−713−0.1%Reduced
Susquehanna International Group, LLP544,950$31.7M0.05%+187,179+52.3%Added
Bank of Montreal514,947$33.1M0.02%+21,073+4.3%Added
Ensign Peak Advisors, Inc588,909$34.2M0.07%−22,840−3.7%Reduced
Alliancebernstein L.P.603,622$35.1M0.01%+81,364+15.6%Added
Canada Pension Plan Investment Board609,115$35.4M0.05%−51,700−7.8%Reduced
Invenomic Capital Management LP644,133$37.5M1.57%+644,133New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys645,102$37.5M0.31%+2810.0%Added
California State Teachers Retirement System650,223$37.8M0.06%+6,135+1.0%Added
Manufacturers Life Insurance Company, The652,619$37.9M0.02%+5,255+0.8%Added
Credit Suisse AG666,411$38.8M0.04%−17,139−2.5%Reduced
Empower Advisory Group, LLC707,378$41.1M0.18%−111,917−13.7%Reduced
BNP Paribas Arbitrage, SA708,090$41.2M0.09%−52,151−6.9%Reduced
Qube Research & Technologies Ltd708,437$41.2M0.12%+665,540+1,551.5%Added
TD Asset Management Inc745,776$43.4M0.05%−95,517−11.4%Reduced
Duff & Phelps Investment Management Co751,140$43.7M0.58%−534,379−41.6%Reduced
Great West Life Assurance Co769,691$44.8M0.11%+144,762+23.2%Added
New York State Common Retirement Fund783,227$45.5M0.07%−55,213−6.6%Reduced
Royal London Asset Management Ltd789,624$45.9M0.15%−55,265−6.5%Reduced
Rhumbline Advisers800,200$46.5M0.05%−48,700−5.7%Reduced
Bahl & Gaynor Inc805,733$46.9M0.30%−35,965−4.3%Reduced
Nomura Asset Management Co Ltd807,236$46.9M0.22%+36,283+4.7%Added
Macquarie Group Ltd1,191,073$47.3M0.06%−667,794−35.9%Reduced
Panagora Asset Management Inc868,651$50.5M0.31%+58,812+7.3%Added
Sumitomo Mitsui Trust Holdings, Inc.892,798$51.9M0.04%−66,467−6.9%Reduced
APG Asset Management N.V.905,396$52.6M0.11%−51,598−5.4%Reduced
Millennium Management LLC925,910$53.8M0.06%−221,886−19.3%Reduced
Gabelli Funds LLC997,900$58.0M0.47%−3,500−0.3%Reduced
Boston Trust Walden Corp1,039,458$60.4M0.51%+129,906+14.3%Added
JPMorgan Chase & Co1,067,452$62.1M0.01%+416,731+64.0%Added
Barclays PLC1,097,484$63.8M0.04%+349,846+46.8%Added
Nuveen Asset Management, LLC1,113,443$64.7M0.02%−63,024−5.4%Reduced
Swiss National Bank1,122,133$65.3M0.05%−137,100−10.9%Reduced
Energy Income Partners, LLC1,141,269$66.4M1.51%+83,212+7.9%Added
M&G Investment Management Ltd1,185,106$68.7M0.50%+25,423+2.2%Added
UBS Group AG1,215,503$70.7M0.03%−64,323−5.0%Reduced
Dimensional Fund Advisors LP1,217,499$70.8M0.02%−3,509−0.3%Reduced
HSBC Holdings PLC1,286,133$74.7M0.08%+176,380+15.9%Added
First Trust Advisors LP1,361,904$79.2M0.09%+100,052+7.9%Added
NFJ Investment Group, LLC1,501,613$87.3M2.54%+826,581+122.5%Added
Massachusetts Financial Services Co1,658,940$96.5M0.03%−4,411−0.3%Reduced
Pictet Asset Management Holding SA1,728,004$100.5M0.12%+1,728,004New
Amundi2,119,123$116.6M0.06%−745,812−26.0%Reduced
Franklin Resources Inc2,077,677$120.8M0.06%−93,077−4.3%Reduced
California Public Employees Retirement System2,163,004$125.8M0.11%+1,0350.0%Added
Norges Bank2,420,271$140.7M0.03%−275,146−10.2%Reduced
Deutsche Bank AG2,690,030$156.4M0.10%−52,437−1.9%Reduced
Goldman Sachs Group Inc2,879,423$167.4M0.04%−376,467−11.6%Reduced
Wellington Management Group LLP2,881,243$167.5M0.03%+4,085+0.1%Added
Caisse de Depot Et Placement du Quebec2,900,649$168.7M0.49%+176,414+6.5%Added
Magellan Asset Management Ltd2,910,557$169.2M1.80%−1,898,500−39.5%Reduced
Ameriprise Financial Inc2,963,923$172.4M0.06%−27,908−0.9%Reduced
Bank of New York Mellon Corp2,989,053$173.8M0.04%−22,220−0.7%Reduced
Bank of America Corp3,134,149$182.3M0.02%+176,536+6.0%Added
Royal Bank of Canada3,228,156$187.7M0.05%−33,504−1.0%Reduced
Public Sector Pension Investment Board3,406,823$198.1M1.46%+4,673+0.1%Added
FMR LLC3,590,971$208.8M0.02%+559,448+18.5%Added
American Century Companies Inc3,663,024$213.0M0.16%+702,360+23.7%Added
Invesco Ltd.3,717,391$216.2M0.06%+394,311+11.9%Added
UBS Asset Management Americas Inc4,028,812$234.3M0.10%+368,734+10.1%Added
Northern Trust Corp4,237,474$246.4M0.05%+111,294+2.7%Added
Morgan Stanley4,464,230$259.6M0.03%+723,318+19.3%Added
Nordea Investment Management AB5,824,459$340.0M0.47%+605,702+11.6%Added
Legal & General Group Plc6,628,663$385.5M0.13%+163,053+2.5%Added
Charles Schwab Investment Management Inc7,296,972$404.9M0.12%+134,492+1.9%Added