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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 7,898,533 | $459.3M | 0.14% | +34,815+0.4% | Added |
| Geode Capital Management, LLC | 7,932,076 | $460.3M | 0.05% | +136,991+1.8% | Added |
| State Street Corp | 27,595,301 | $1.60B | 0.09% | +2,477,375+9.9% | Added |
| BlackRock Inc. | 36,968,008 | $2.15B | 0.06% | −1,193,295−3.1% | Reduced |
| Vanguard Group Inc | 46,192,097 | $2.69B | 0.07% | −289,659−0.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −931,127−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −227,015−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −225,680−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −197,534−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −176,098−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −173,000−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −143,400−100.0% | Sold out |
| Covea Finance | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −116,646−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −82,190−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −69,626−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −62,511−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −58,948−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −57,027−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −54,725−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −41,239−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −29,127−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −20,183−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −11,760−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −10,084−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −8,477−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,348−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −6,236−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,505−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −5,271−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −4,823−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −4,860−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −4,689−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,956−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −3,628−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,538−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,503−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −3,431−100.0% | Sold out |
| FC Advisory LLC | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −3,413−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −3,306−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −3,327−100.0% | Sold out |
| Means Investment Co., Inc. | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| NSI Retail Advisors, LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,181−100.0% | Sold out |
| Sculati Wealth Management, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,129−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −3,090−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,403−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Black Diamond Financial, LLC | 0 | $0 | 0.00% | −3,044−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,026−100.0% | Sold out |
| TrinityPoint Wealth, LLC | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Woodstock Corp | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Applied Capital LLC | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,871−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,868−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −2,849−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −2,822−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| PCA Investment Advisory Services Inc. | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −729−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −50,070−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −687−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −524−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −456−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −266−100.0% | Sold out |