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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 2,483 | $144.4K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,352 | $136.8K | 0.01% | +29+1.2% | Added |
| Knuff & Co LLC | 2,268 | $131.9K | 0.05% | −3,005−57.0% | Reduced |
| Montag A & Associates Inc | 2,200 | $127.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,192 | $127.5K | 0.00% | +47+2.2% | Added |
| Ci Investments Inc. | 2,114 | $123.0K | 0.00% | −399−15.9% | Reduced |
| Federated Hermes, Inc. | 2,068 | $120.3K | 0.00% | +272+15.1% | Added |
| Sentry Investment Management LLC | 2,026 | $118.0K | 0.06% | −252−11.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 2,000 | $116.0K | 0.00% | +100+5.3% | Added |
| Headlands Technologies LLC | 1,988 | $115.6K | 0.06% | +1,768+803.6% | Added |
| Bartlett & Co. LLC | 1,953 | $114.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,953 | $113.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,954 | $113.0K | 0.00% | −307−13.6% | Reduced |
| Private Trust Co NA | 1,856 | $107.9K | 0.01% | +19+1.0% | Added |
| Acima Private Wealth, LLC | 1,800 | $104.7K | 0.05% | −2,000−52.6% | Reduced |
| LGT Financial Advisors LLC | 1,788 | $104.0K | 0.13% | +1,788 | New |
| Webster Bank, N. A. | 1,768 | $102.8K | 0.01% | −46−2.5% | Reduced |
| Capital Analysts, LLC | 1,721 | $100.0K | 0.01% | −5−0.3% | Reduced |
| Acadian Asset Management LLC | 1,562 | $90.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,527 | $88.8K | 0.05% | 00.0% | Unchanged |
| ORG Partners LLC | 1,493 | $86.8K | 0.03% | −74−4.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,491 | $86.7K | 0.00% | +124+9.1% | Added |
| PSI Advisors, LLC | 1,489 | $86.6K | 0.04% | +781+110.3% | Added |
| Flaharty Asset Management, LLC | 1,475 | $85.8K | 0.01% | +1,475 | New |
| Benjamin F. Edwards & Company, Inc. | 1,420 | $83.0K | 0.00% | −154−9.8% | Reduced |
| Farther Finance Advisors, LLC | 1,325 | $77.1K | 0.01% | +577+77.1% | Added |
| TSFG, LLC | 1,330 | $77.0K | 0.03% | −3−0.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 1,312 | $76.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,297 | $75.0K | 0.03% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 1,263 | $73.4K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,193 | $69.4K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,166 | $67.8K | 0.00% | −94−7.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,148 | $66.7K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,217 | $66.1K | 0.00% | +220+22.1% | Added |
| Parkside Financial Bank & Trust | 1,131 | $65.8K | 0.02% | +522+85.7% | Added |
| First Community Trust NA | 1,106 | $64.3K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 1,087 | $63.2K | 0.00% | +202+22.8% | Added |
| GoalVest Advisory LLC | 1,076 | $62.6K | 0.03% | −64−5.6% | Reduced |
| Quent Capital, LLC | 1,074 | $62.4K | 0.01% | −67−5.9% | Reduced |
| Emfo, LLC | 1,049 | $61.0K | 0.06% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,035 | $60.2K | 0.00% | −3,926−79.1% | Reduced |
| Sawyer & Company, Inc | 1,030 | $60.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,015 | $59.0K | 0.00% | +703+225.3% | Added |
| Riverview Trust Co | 1,001 | $58.2K | 0.05% | +1,001 | New |
| Alta Advisers Ltd | 1,000 | $58.1K | 0.03% | 00.0% | Unchanged |
| Granite FO LLC | 1,000 | $58.1K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 950 | $55.2K | 0.00% | +25+2.7% | Added |
| Brown, Lisle/Cummings, Inc. | 944 | $54.9K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $54.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 935 | $54.4K | 0.00% | −714−43.3% | Reduced |
| Larson Financial Group LLC | 920 | $53.5K | 0.01% | +900+4,500.0% | Added |
| CoreFirst Bank & Trust | 907 | $52.7K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 894 | $52.0K | 0.00% | −1,459−62.0% | Reduced |
| Bank of New Hampshire | 884 | $51.4K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $50.8K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 862 | $50.1K | 0.01% | +14+1.7% | Added |
| Massmutual Trust Co FSB | 862 | $50.1K | 0.00% | +647+300.9% | Added |
| Capital Advisors, Ltd. LLC | 867 | $50.0K | 0.01% | −135−13.5% | Reduced |
| Baldwin Brothers Inc | 859 | $50.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 843 | $49.0K | 0.02% | +10+1.2% | Added |
| First Horizon Advisors, Inc. | 836 | $48.7K | 0.00% | +44+5.6% | Added |
| West Tower Group, LLC | 791 | $46.0K | 0.02% | +16+2.1% | Added |
| Glass Jacobson Investment Advisors llc | 787 | $45.8K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 771 | $44.8K | 0.02% | +49+6.8% | Added |
| Gould Capital, LLC | 800 | $44.6K | 0.04% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 753 | $43.8K | 0.01% | +19+2.6% | Added |
| Loomis Sayles & Co L P | 714 | $42.0K | 0.00% | +32+4.7% | Added |
| MV Capital Management, Inc. | 716 | $41.6K | 0.01% | +206+40.4% | Added |
| Pathway Financial Advisers, LLC | 712 | $41.4K | 0.02% | +712 | New |
| Caldwell Trust Co | 708 | $41.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 694 | $40.4K | 0.00% | +51+7.9% | Added |
| Tortoise Investment Management, LLC | 685 | $39.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 675 | $39.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 657 | $38.2K | 0.02% | −23−3.4% | Reduced |
| Brown Brothers Harriman & Co | 654 | $38.0K | 0.00% | +146+28.7% | Added |
| Umb Bank N A | 642 | $37.3K | 0.00% | +364+130.9% | Added |
| Resurgent Financial Advisors LLC | 627 | $36.5K | 0.02% | +165+35.7% | Added |
| Bangor Savings Bank | 604 | $35.1K | 0.00% | −110−15.4% | Reduced |
| Oakworth Capital, Inc. | 577 | $33.6K | 0.00% | −1,238−68.2% | Reduced |
| DT Investment Partners, LLC | 577 | $33.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 572 | $33.2K | 0.00% | +166+40.9% | Added |
| Tradition Wealth Management, LLC | 557 | $32.0K | 0.00% | −9−1.6% | Reduced |
| Barrett & Company, Inc. | 516 | $30.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 526 | $30.0K | 0.01% | +1+0.2% | Added |
| AllSquare Wealth Management LLC | 515 | $29.9K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 470 | $27.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $26.2K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 447 | $26.0K | 0.00% | −88−16.4% | Reduced |
| American National Bank | 433 | $25.2K | 0.00% | +433 | New |
| Benjamin Edwards Inc | 408 | $24.0K | 0.01% | −48,503−99.2% | Reduced |
| Park Place Capital Corp | 383 | $22.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 377 | $21.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 364 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 278 | $20.0K | 0.00% | +38+15.8% | Added |
| Paladin Advisory Group, LLC | 334 | $19.4K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 324 | $18.8K | 0.00% | −23−6.6% | Reduced |
| Manchester Capital Management LLC | 322 | $18.7K | 0.00% | −839−72.3% | Reduced |
| Johnson Financial Group, Inc. | 311 | $18.1K | 0.00% | −62−16.6% | Reduced |
| Versant Capital Management, Inc | 311 | $18.1K | 0.01% | −15−4.6% | Reduced |