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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 25,439 | $1.48M | 0.03% | +2,726+12.0% | Added |
| Quadrature Capital Ltd | 25,199 | $1.47M | 0.03% | +15,139+150.5% | Added |
| First PREMIER Bank | 25,147 | $1.46M | 0.45% | −112−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 25,149 | $1.46M | 0.03% | −1,155−4.4% | Reduced |
| Agf Management Ltd | 25,017 | $1.45M | 0.01% | +219+0.9% | Added |
| Clarkston Capital Partners, LLC | 25,000 | $1.45M | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 24,996 | $1.45M | 0.04% | −3,373−11.9% | Reduced |
| Numerai GP LLC | 24,227 | $1.41M | 0.47% | +24,227 | New |
| Simplex Trading, LLC | 24,145 | $1.40M | 0.05% | +24,145 | New |
| Hartford Investment Management Co | 23,743 | $1.38M | 0.06% | −652−2.7% | Reduced |
| Essex Financial Services, Inc. | 23,515 | $1.37M | 0.16% | +4,465+23.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,120 | $1.34M | 0.03% | −20,000−46.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,022 | $1.34M | 0.00% | −4,956−17.7% | Reduced |
| Lazard Asset Management LLC | 22,245 | $1.29M | 0.00% | +9,906+80.3% | Added |
| Louisiana State Employees Retirement System | 21,600 | $1.26M | 0.03% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 21,435 | $1.25M | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 21,090 | $1.23M | 0.02% | +1,611+8.3% | Added |
| Kenfarb & Co. | 21,020 | $1.22M | 1.12% | −150−0.7% | Reduced |
| JB Capital LLC | 20,523 | $1.19M | 0.10% | +1,538+8.1% | Added |
| Cordatus Wealth Management LLC | 20,339 | $1.18M | 1.08% | −566−2.7% | Reduced |
| Jupiter Asset Management Ltd | 20,315 | $1.18M | 0.01% | −72,768−78.2% | Reduced |
| Banque Cantonale Vaudoise | 19,808 | $1.15M | 0.06% | +2,575+14.9% | Added |
| St Germain D J Co Inc | 19,806 | $1.15M | 0.06% | −80−0.4% | Reduced |
| D.A. Davidson & Co. | 19,787 | $1.15M | 0.01% | −433−2.1% | Reduced |
| Occudo Quantitative Strategies LP | 19,461 | $1.13M | 0.15% | −3,051−13.6% | Reduced |
| CIBC World Markets Corp | 19,267 | $1.12M | 0.01% | −21,614−52.9% | Reduced |
| Fox Run Management, L.L.C. | 19,118 | $1.11M | 0.33% | +12,380+183.7% | Added |
| Cresset Asset Management, LLC | 18,983 | $1.10M | 0.01% | +9,391+97.9% | Added |
| Edgemoor Investment Advisors, Inc. | 18,869 | $1.10M | 0.13% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 18,685 | $1.09M | 0.01% | −59−0.3% | Reduced |
| Principle Wealth Partners LLC | 18,646 | $1.08M | 0.11% | +30.0% | Added |
| Cerity Partners LLC | 18,591 | $1.08M | 0.01% | −177−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 18,378 | $1.07M | 0.04% | −2,363−11.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 18,366 | $1.07M | 0.06% | +9,817+114.8% | Added |
| Stratos Wealth Advisors, LLC | 18,122 | $1.05M | 0.07% | +18+0.1% | Added |
| New Mexico Educational Retirement Board | 18,116 | $1.05M | 0.05% | +1,200+7.1% | Added |
| Pathstone Family Office, LLC | 18,025 | $1.05M | 0.01% | +11,687+184.4% | Added |
| Pensionfund Sabic | 18,000 | $1.05M | 0.37% | +18,000 | New |
| Icon Advisers Inc | 18,000 | $1.05M | 0.26% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 17,725 | $1.03M | 0.03% | +3,708+26.5% | Added |
| CAPROCK Group, Inc. | 17,602 | $1.02M | 0.08% | +2,165+14.0% | Added |
| Paradigm Financial Partners, LLC | 18,203 | $1.02M | 0.28% | +2,325+14.6% | Added |
| Cetera Advisors LLC | 17,149 | $997.2K | 0.02% | +1,344+8.5% | Added |
| MML Investors Services, LLC | 16,986 | $988.0K | 0.01% | −2,459−12.6% | Reduced |
| Empowered Funds, LLC | 16,299 | $947.8K | 0.03% | +13,401+462.4% | Added |
| Flputnam Investment Management Co | 16,122 | $937.5K | 0.03% | +9,175+132.1% | Added |
| Keybank National Association | 16,074 | $934.7K | 0.00% | +2,286+16.6% | Added |
| Legacy Wealth Management, LLC | 15,630 | $908.9K | 0.47% | +15,630 | New |
| Mattern Wealth Management LLC | 15,578 | $905.9K | 0.27% | +3,838+32.7% | Added |
| Norinchukin Bank, The | 15,562 | $904.9K | 0.02% | −30,232−66.0% | Reduced |
| Brookstone Capital Management | 16,747 | $902.7K | 0.02% | +1,251+8.1% | Added |
| Thrivent Financial for Lutherans | 15,317 | $891.0K | 0.00% | −3,786−19.8% | Reduced |
| Profund Advisors LLC | 14,481 | $842.1K | 0.05% | −40−0.3% | Reduced |
| Private Advisor Group, LLC | 14,460 | $840.9K | 0.01% | −104−0.7% | Reduced |
| Metropolitan Life Insurance Co | 14,442 | $839.8K | 0.04% | −760−5.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 14,418 | $838.0K | 0.74% | −475−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 14,388 | $836.7K | 0.00% | −2,114−12.8% | Reduced |
| Proequities, Inc. | 14,384 | $836.4K | 0.07% | +1,299+9.9% | Added |
| Heritage Trust Co | 14,287 | $830.8K | 0.13% | −111−0.8% | Reduced |
| Kestra Advisory Services, LLC | 14,241 | $828.1K | 0.01% | +1,909+15.5% | Added |
| Nations Financial Group Inc, | 14,200 | $825.7K | 0.08% | −206−1.4% | Reduced |
| Union Savings Bank | 13,878 | $807.0K | 0.50% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 13,712 | $797.4K | 0.02% | +2,089+18.0% | Added |
| Tiaa Trust, National Association | 13,662 | $794.4K | 0.00% | +13,662 | New |
| Rockland Trust Co | 13,631 | $792.6K | 0.05% | −63−0.5% | Reduced |
| Presima Inc. | 13,530 | $786.8K | 0.20% | +2,700+24.9% | Added |
| Dynamic Technology Lab Private Ltd | 13,447 | $782.0K | 0.08% | +13,447 | New |
| Assenagon Asset Management S.A. | 13,445 | $781.8K | 0.00% | −1,369−9.2% | Reduced |
| Allworth Financial LP | 13,409 | $779.7K | 0.01% | −107−0.8% | Reduced |
| Wealthfront Advisers LLC | 13,124 | $763.2K | 0.00% | −11,835−47.4% | Reduced |
| Jefferies Financial Group Inc. | 13,010 | $756.5K | 0.02% | −959−6.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,944 | $752.7K | 0.09% | +12,944 | New |
| Csenge Advisory Group | 12,732 | $740.3K | 0.05% | +1,030+8.8% | Added |
| SC&H Financial Advisors, Inc. | 12,648 | $735.5K | 0.24% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 12,618 | $733.7K | 0.02% | −4,375−25.7% | Reduced |
| Oppenheimer & Co Inc | 12,363 | $718.9K | 0.01% | +1,292+11.7% | Added |
| Regions Financial Corp | 12,293 | $714.8K | 0.01% | +347+2.9% | Added |
| Sowa Financial Group, Inc. | 12,279 | $714.0K | 0.54% | −2,383−16.3% | Reduced |
| Beacon Financial Advisory LLC | 12,219 | $710.5K | 0.39% | +12,219 | New |
| Pearl River Capital, LLC | 12,162 | $707.2K | 0.11% | +12,162 | New |
| Claro Advisors LLC | 12,153 | $706.7K | 0.18% | +185+1.5% | Added |
| FDx Advisors, Inc. | 12,130 | $705.0K | 0.06% | −8,142−40.2% | Reduced |
| Empirical Finance, LLC | 12,027 | $699.4K | 0.05% | +1,202+11.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,926 | $693.5K | 0.05% | −597−4.8% | Reduced |
| Baker Ellis Asset Management LLC | 11,797 | $686.0K | 0.12% | +1,957+19.9% | Added |
| O'Shaughnessy Asset Management, LLC | 11,683 | $679.4K | 0.01% | −967−7.6% | Reduced |
| Signaturefd, LLC | 11,520 | $669.9K | 0.02% | +5,076+78.8% | Added |
| Resources Investment Advisors, LLC. | 11,067 | $643.5K | 0.01% | −334−2.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,019 | $640.8K | 0.02% | +15+0.1% | Added |
| Centerpoint Advisors, LLC | 10,983 | $639.0K | 0.27% | 00.0% | Unchanged |
| Welch & Forbes LLC | 10,889 | $633.2K | 0.01% | −4,543−29.4% | Reduced |
| Garda Capital Partners LP | 10,829 | $629.7K | 0.40% | +10,829 | New |
| Sheaff Brock Investment Advisors, LLC | 10,799 | $627.9K | 0.06% | 00.0% | Unchanged |
| Huber Capital Management LLC | 10,600 | $616.4K | 0.15% | +10,600 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 10,573 | $615.0K | 0.01% | −3,430−24.5% | Reduced |
| My Legacy Advisors, LLC | 11,358 | $612.2K | 0.25% | +957+9.2% | Added |
| Heritage Financial Services, LLC | 10,485 | $609.7K | 0.12% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,474 | $609.0K | 0.01% | +131+1.3% | Added |
| Finer Wealth Management, Inc. | 10,377 | $603.4K | 0.48% | +202+2.0% | Added |
| Brinker Capital Investments, LLC | 10,330 | $600.7K | 0.01% | +1,904+22.6% | Added |