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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 10,330 | $600.7K | 0.01% | +1,904+22.6% | Added |
| Armstrong Advisory Group, Inc | 10,287 | $598.2K | 0.07% | −187−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 10,236 | $595.2K | 0.01% | +984+10.6% | Added |
| QRG Capital Management, Inc. | 10,232 | $595.0K | 0.01% | +10,232 | New |
| Advisor Partners II, LLC | 10,149 | $590.2K | 0.02% | +1,831+22.0% | Added |
| Toroso Investments, LLC | 10,009 | $582.0K | 0.02% | +4,110+69.7% | Added |
| Martingale Asset Management L P | 9,910 | $576.3K | 0.01% | −2,892−22.6% | Reduced |
| Members Capital Advisors Inc | 9,752 | $567.1K | 0.70% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 9,659 | $561.7K | 0.00% | +1,636+20.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,569 | $556.4K | 0.12% | +40+0.4% | Added |
| Wetherby Asset Management Inc | 9,512 | $553.1K | 0.03% | +1,705+21.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,449 | $549.5K | 0.00% | −59,795−86.4% | Reduced |
| New England Capital Financial Advisors LLC | 9,403 | $546.8K | 0.38% | +77+0.8% | Added |
| Bayesian Capital Management, LP | 9,298 | $540.7K | 0.06% | +9,298 | New |
| Chatham Capital Group, Inc. | 9,288 | $540.1K | 0.12% | 00.0% | Unchanged |
| McDonald Partners LLC | 9,200 | $535.0K | 0.17% | +245+2.7% | Added |
| Northwest & Ethical Investments L.P. | 9,192 | $534.5K | 0.02% | −21,586−70.1% | Reduced |
| Coldstream Capital Management Inc | 9,149 | $532.0K | 0.02% | +5,950+186.0% | Added |
| Valmark Advisers, Inc. | 9,061 | $526.9K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 8,949 | $520.4K | 0.04% | +153+1.7% | Added |
| Destination Wealth Management | 8,881 | $516.4K | 0.02% | −174−1.9% | Reduced |
| Whittier Trust Co | 8,866 | $515.5K | 0.01% | +57+0.6% | Added |
| Stephenson National Bank & Trust | 8,725 | $507.4K | 0.28% | +3,502+67.0% | Added |
| Jmac Enterprises LLC | 8,700 | $505.9K | 0.12% | +3,400+64.2% | Added |
| Point72 Asset Management, L.P. | 8,633 | $502.0K | 0.00% | −47,266−84.6% | Reduced |
| Greenleaf Trust | 8,502 | $494.4K | 0.01% | +3,422+67.4% | Added |
| Berkshire Bank | 8,498 | $494.2K | 0.14% | +8,498 | New |
| SageView Advisory Group, LLC | 8,492 | $493.8K | 0.03% | −2,407−22.1% | Reduced |
| Strategic Investment Advisors | 8,242 | $479.2K | 0.08% | +346+4.4% | Added |
| Grimes & Company, Inc. | 8,231 | $478.6K | 0.02% | +1,141+16.1% | Added |
| Valley Brook Capital Group | 8,190 | $476.2K | 0.47% | −1,312−13.8% | Reduced |
| South State Corp. | 8,153 | $474.1K | 0.04% | −972−10.7% | Reduced |
| Krane Funds Advisors LLC | 8,104 | $471.0K | 0.02% | +1,180+17.0% | Added |
| Tokio Marine Asset Management Co Ltd | 8,066 | $469.0K | 0.03% | +550+7.3% | Added |
| Spirit of America Management Corp | 8,050 | $468.1K | 0.11% | +1,700+26.8% | Added |
| Bridgeworth, LLC | 8,024 | $466.6K | 0.05% | −58−0.7% | Reduced |
| Brown Advisory Inc | 8,017 | $466.2K | 0.00% | −57−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 7,993 | $464.8K | 0.01% | +293+3.8% | Added |
| Prossimo Advisors, LLC | 7,820 | $455.0K | 1.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 7,735 | $449.8K | 0.01% | −3,426−30.7% | Reduced |
| XTX Topco Ltd | 7,663 | $445.6K | 0.08% | +3,302+75.7% | Added |
| Federation des caisses Desjardins du Quebec | 7,626 | $443.5K | 0.00% | −1,134−12.9% | Reduced |
| Quadrant Capital Group LLC | 7,618 | $443.0K | 0.04% | +4,176+121.3% | Added |
| Petrus Trust Company, LTA | 7,482 | $435.1K | 0.05% | +955+14.6% | Added |
| Desjardins Global Asset Management Inc. | 7,366 | $428.3K | 0.05% | −1,623−18.1% | Reduced |
| Ballentine Partners, LLC | 7,339 | $426.8K | 0.01% | +2,755+60.1% | Added |
| Centiva Capital, LP | 7,273 | $422.9K | 0.02% | −11,772−61.8% | Reduced |
| Quantinno Capital Management LP | 7,260 | $422.0K | 0.02% | +7,260 | New |
| Independent Advisor Alliance | 7,202 | $418.8K | 0.02% | +318+4.6% | Added |
| Hills Bank & Trust Co | 7,146 | $415.5K | 0.05% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,111 | $413.5K | 0.23% | −400−5.3% | Reduced |
| NewEdge Wealth, LLC | 7,101 | $412.9K | 0.01% | +1,307+22.6% | Added |
| Oppenheimer Asset Management Inc. | 7,092 | $412.4K | 0.01% | −126−1.7% | Reduced |
| Snowden Capital Advisors LLC | 7,071 | $411.2K | 0.02% | +2,338+49.4% | Added |
| Outlook Wealth Advisors, LLC | 6,988 | $406.3K | 0.16% | +189+2.8% | Added |
| Wedbush Securities Inc | 6,964 | $405.0K | 0.02% | −16−0.2% | Reduced |
| NBC Securities, Inc. | 6,966 | $405.0K | 0.04% | +6,966 | New |
| Aspire Private Capital, LLC | 6,949 | $404.1K | 0.13% | +639+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 6,904 | $401.5K | 0.00% | +514+8.0% | Added |
| Stevens Capital Management LP | 6,837 | $398.0K | 0.11% | +6,837 | New |
| Bard Financial Services, Inc. | 6,796 | $395.2K | 0.05% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,775 | $394.0K | 0.03% | +1,108+19.6% | Added |
| Icon Wealth Partners, LLC | 6,752 | $392.7K | 0.04% | −6,895−50.5% | Reduced |
| FineMark National Bank & Trust | 6,704 | $389.8K | 0.02% | −432−6.1% | Reduced |
| Fiduciary Trust Co | 6,675 | $388.2K | 0.01% | −1,483−18.2% | Reduced |
| Prosperity Wealth Management, Inc. | 6,607 | $384.2K | 0.25% | −281−4.1% | Reduced |
| Amica Retiree Medical Trust | 6,568 | $382.0K | 0.45% | 00.0% | Unchanged |
| Mirova | 6,517 | $379.0K | 0.08% | −11,978−64.8% | Reduced |
| Advisors Capital Management, LLC | 6,506 | $378.0K | 0.01% | −1,236−16.0% | Reduced |
| Alberta Investment Management Corp | 6,500 | $378.0K | 0.00% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,497 | $377.8K | 0.11% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 6,437 | $374.3K | 0.00% | +6,437 | New |
| V-Square Quantitative Management LLC | 6,416 | $373.1K | 0.16% | +3,371+110.7% | Added |
| Modera Wealth Management, LLC | 6,384 | $371.2K | 0.01% | +891+16.2% | Added |
| Merit Financial Group, LLC | 6,282 | $365.3K | 0.01% | −346−5.2% | Reduced |
| Belpointe Asset Management LLC | 6,219 | $361.7K | 0.04% | +1,666+36.6% | Added |
| Bleakley Financial Group, LLC | 6,208 | $361.0K | 0.01% | −3,318−34.8% | Reduced |
| Sawtooth Solutions, LLC | 6,208 | $361.0K | 0.01% | −3,315−34.8% | Reduced |
| Kingdom Financial Group LLC. | 6,200 | $360.5K | 0.34% | +6,200 | New |
| Prime Capital Investment Advisors, LLC | 6,193 | $360.1K | 0.01% | −281−4.3% | Reduced |
| Lido Advisors, LLC | 6,165 | $358.5K | 0.00% | −19,523−76.0% | Reduced |
| Savior LLC | 6,150 | $357.6K | 2.48% | 00.0% | Unchanged |
| Cambridge Trust Co | 6,096 | $354.5K | 0.02% | +863+16.5% | Added |
| Spire Wealth Management | 6,057 | $352.2K | 0.01% | +116+2.0% | Added |
| KCM Investment Advisors LLC | 6,035 | $350.9K | 0.02% | +1,200+24.8% | Added |
| Apella Capital, LLC | 6,010 | $349.5K | 0.02% | +18+0.3% | Added |
| Baystate Wealth Management LLC | 5,985 | $348.0K | 0.03% | +437+7.9% | Added |
| Laurion Capital Management LP | 5,932 | $344.9K | 0.01% | +5,932 | New |
| Raymond James Trust N.A. | 5,931 | $344.9K | 0.01% | −1,016−14.6% | Reduced |
| Alpine Global Management, LLC | 5,897 | $342.9K | 0.08% | +5,897 | New |
| Sound Income Strategies, LLC | 5,872 | $341.5K | 0.03% | −3−0.1% | Reduced |
| Shorepoint Capital Partners LLC | 5,864 | $341.0K | 0.10% | +5,864 | New |
| Vestmark Advisory Solutions, Inc. | 5,812 | $337.9K | 0.02% | −4,397−43.1% | Reduced |
| J.W. Cole Advisors, Inc. | 5,658 | $329.0K | 0.02% | −109−1.9% | Reduced |
| Davenport & Co LLC | 5,586 | $324.8K | 0.00% | −731−11.6% | Reduced |
| Eastern Bank | 5,584 | $324.7K | 0.02% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,565 | $323.6K | 0.15% | +184+3.4% | Added |
| Boston Financial Mangement LLC | 5,530 | $321.6K | 0.01% | +7+0.1% | Added |
| Wealthspire Advisors, LLC | 5,461 | $317.6K | 0.01% | +524+10.6% | Added |
| Connecticut Wealth Management, LLC | 5,444 | $316.6K | 0.02% | 00.0% | Unchanged |