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 |
|---|---|---|---|---|---|
| American State Bank (Iowa) | 5,436 | $316.1K | 0.23% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,407 | $314.4K | 0.11% | −59−1.1% | Reduced |
| Balentine LLC | 5,272 | $306.6K | 0.01% | +5,272 | New |
| Fortis Group Advisors, LLC | 3,891 | $304.5K | 0.09% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 5,181 | $301.3K | 0.00% | +5,181 | New |
| First Hawaiian Bank | 5,091 | $296.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,068 | $294.7K | 0.02% | +409+8.8% | Added |
| Beaumont Financial Advisors, LLC | 5,059 | $294.2K | 0.03% | +32+0.6% | Added |
| Kraematon Investment Advisors, Inc | 5,059 | $294.2K | 0.36% | +39+0.8% | Added |
| Empire Financial Management Company, LLC | 5,057 | $294.1K | 0.13% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,057 | $294.1K | 0.03% | +1,237+32.4% | Added |
| Cedrus LLC | 5,049 | $293.6K | 0.21% | +994+24.5% | Added |
| Huntington National Bank | 5,039 | $293.0K | 0.00% | −180−3.4% | Reduced |
| Tranquilli Financial Advisor LLC | 5,016 | $291.7K | 0.21% | 00.0% | Unchanged |
| Thomasville National Bank | 5,006 | $291.1K | 0.03% | −318−6.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 4,992 | $290.3K | 0.05% | +450+9.9% | Added |
| Sterling Investment Counsel, LLC | 4,972 | $289.1K | 0.17% | +360+7.8% | Added |
| Great Lakes Advisors, LLC | 4,968 | $288.9K | 0.00% | −248−4.8% | Reduced |
| KC Investment Advisors, LLC | 4,955 | $288.1K | 0.19% | +197+4.1% | Added |
| Wells Trecaso Financial Group, LLC | 4,947 | $287.7K | 0.13% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,933 | $286.9K | 0.01% | −121−2.4% | Reduced |
| Spinnaker Trust | 4,915 | $285.8K | 0.02% | −226−4.4% | Reduced |
| Alpha Cubed Investments, LLC | 4,911 | $285.6K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,864 | $282.8K | 0.01% | −10−0.2% | Reduced |
| IHT Wealth Management, LLC | 4,822 | $280.4K | 0.01% | +966+25.1% | Added |
| Prio Wealth Limited Partnership | 4,795 | $278.8K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,784 | $278.2K | 0.00% | +316+7.1% | Added |
| Colony Group LLC | 4,756 | $277.0K | 0.00% | −162−3.3% | Reduced |
| Horizon Investments, LLC | 4,755 | $276.5K | 0.01% | +65+1.4% | Added |
| First Manhattan Co | 4,752 | $276.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,749 | $276.2K | 0.04% | +64+1.4% | Added |
| Ingalls & Snyder LLC | 4,721 | $275.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 4,671 | $271.6K | 0.02% | 00.0% | Unchanged |
| Asset Management Resources, LLC | 4,671 | $271.6K | 0.17% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,666 | $271.3K | 0.00% | +451+10.7% | Added |
| Checchi Capital Advisers, LLC | 4,624 | $268.9K | 0.02% | −261−5.3% | Reduced |
| Wealth Alliance | 4,621 | $268.7K | 0.04% | +1,202+35.2% | Added |
| Avestar Capital, LLC | 4,597 | $267.3K | 0.04% | +906+24.5% | Added |
| South Dakota Investment Council | 4,600 | $267.0K | 0.01% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 4,543 | $264.2K | 0.19% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 4,416 | $256.8K | 0.03% | +704+19.0% | Added |
| Sequoia Financial Advisors, LLC | 4,403 | $256.0K | 0.00% | +1,185+36.8% | Added |
| Clifford Swan Investment Counsel LLC | 4,396 | $255.6K | 0.01% | +15+0.3% | Added |
| Evergreen Capital Management LLC | 4,387 | $255.1K | 0.01% | +4,387 | New |
| Asahi Life Asset Management Co., Ltd. | 4,360 | $253.5K | 0.09% | +4,360 | New |
| Cullinan Associates Inc | 4,357 | $253.4K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,345 | $252.7K | 0.00% | +4,345 | New |
| Meeder Advisory Services, Inc. | 4,345 | $252.6K | 0.03% | −447−9.3% | Reduced |
| Parallel Advisors, LLC | 4,307 | $250.5K | 0.01% | +855+24.8% | Added |
| Summit Trail Advisors, LLC | 4,215 | $245.1K | 0.01% | +529+14.4% | Added |
| Grace & White Inc | 4,200 | $244.2K | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,178 | $243.0K | 0.11% | −10.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,161 | $242.0K | 0.03% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,150 | $241.3K | 0.02% | −235−5.4% | Reduced |
| Waddell & Associates, LLC | 4,144 | $241.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,095 | $238.1K | 0.01% | +4,095 | New |
| MAI Capital Management | 4,054 | $235.8K | 0.00% | −145−3.5% | Reduced |
| NorthRock Partners, LLC | 4,016 | $233.5K | 0.02% | +291+7.8% | Added |
| Cadence Wealth Management LLC | 4,000 | $232.6K | 0.19% | +958+31.5% | Added |
| Accurate Wealth Management, LLC | 4,166 | $231.0K | 0.07% | +1,293+45.0% | Added |
| RFG Advisory, LLC | 3,947 | $229.5K | 0.01% | −725−15.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 3,233 | $229.3K | 0.18% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 3,909 | $227.3K | 0.25% | +15+0.4% | Added |
| Apollon Wealth Management, LLC | 3,853 | $224.1K | 0.01% | +118+3.2% | Added |
| Nebula Research & Development LLC | 3,806 | $221.3K | 0.12% | +3,806 | New |
| National Asset Management, Inc. | 3,785 | $220.1K | 0.01% | −5,166−57.7% | Reduced |
| Cigna Investments Inc | 3,780 | $220.0K | 0.05% | −395−9.5% | Reduced |
| ISAM Funds (UK) Ltd | 3,758 | $218.5K | 0.14% | +3,758 | New |
| NEOS Investment Management LLC | 3,717 | $216.1K | 0.03% | +3,717 | New |
| Credit Agricole S A | 3,702 | $215.3K | 0.01% | +3,283+783.5% | Added |
| Hantz Financial Services, Inc. | 3,703 | $215.0K | 0.01% | +246+7.1% | Added |
| West Family Investments, Inc. | 3,695 | $214.9K | 0.07% | +3,695 | New |
| Strait & Sound Wealth Management LLC | 3,668 | $213.3K | 0.18% | −58−1.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,630 | $211.1K | 0.00% | −21−0.6% | Reduced |
| Chesapeake Asset Management LLC | 3,625 | $210.8K | 0.21% | +559+18.2% | Added |
| Lincoln National Corp | 3,617 | $210.4K | 0.00% | −196−5.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,613 | $210.1K | 0.03% | −307−7.8% | Reduced |
| Diametric Capital, LP | 3,594 | $209.0K | 0.09% | +3,594 | New |
| Lebenthal Global Advisors, LLC | 3,541 | $205.9K | 0.06% | −121−3.3% | Reduced |
| Central Trust Co | 3,481 | $202.4K | 0.01% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 3,452 | $200.7K | 0.00% | −23−0.7% | Reduced |
| Sterling Financial Planning, Inc. | 3,452 | $200.7K | 0.10% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 3,451 | $200.7K | 0.21% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,450 | $200.6K | 0.01% | −154−4.3% | Reduced |
| Richard W. Paul & Associates, LLC | 3,447 | $200.4K | 0.09% | −54−1.5% | Reduced |
| Smithfield Trust Co | 3,429 | $199.0K | 0.01% | +42+1.2% | Added |
| Global Retirement Partners, LLC | 3,525 | $197.8K | 0.01% | +372+11.8% | Added |
| Kapitalo Investimentos Ltda | 3,294 | $191.5K | 0.03% | +3,294 | New |
| Sandy Spring Bank | 3,286 | $191.1K | 0.01% | +71+2.2% | Added |
| West Paces Advisors Inc. | 3,276 | $190.5K | 0.06% | −80−2.4% | Reduced |
| Glassman Wealth Services | 3,262 | $189.7K | 0.03% | +655+25.1% | Added |
| Bessemer Group Inc | 3,238 | $188.0K | 0.00% | −200−5.8% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $187.4K | 0.42% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 2,807 | $163.2K | 0.10% | −152−5.1% | Reduced |
| TD Waterhouse Canada Inc. | 2,819 | $157.1K | 0.00% | +316+12.6% | Added |
| Lindbrook Capital, LLC | 2,657 | $154.5K | 0.02% | +955+56.1% | Added |
| Albion Financial Group | 2,644 | $153.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,595 | $150.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,508 | $145.8K | 0.07% | +101+4.2% | Added |
| UniSuper Management Pty Ltd | 2,500 | $145.4K | 0.00% | 00.0% | Unchanged |