Eversource Energy
US ˙ NYSE ˙ US30040W1080

SecurityES / Eversource Energy
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership13,178 shares
Latest Disclosed Value $ 937,483
Wetherby Asset Management Inc reports 10.27% increase in ownership of ES / Eversource Energy

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 13,178 shares of Eversource Energy (US:ES) valued at $937,483 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 11,951 shares of Eversource Energy. This represents a change in shares of 10.27% during the quarter. The current value of the position is $930,367 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-14 2025-09-30 13F EVERSOURCE ENERGY COM 30040W108 13,178 1,227 10.27 937 23.29 0.0383
2025-08-14 2025-06-30 13F EVERSOURCE ENERGY COM 30040W108 11,951 1,935 19.32 760 32.17 0.0338
2025-02-14 2024-12-31 13F EVERSOURCE ENERGY COM 30040W108 10,016 795 8.62 575 -8.29 0.0276
2024-11-14 2024-09-30 13F EVERSOURCE ENERGY COM 30040W108 9,221 74 0.81 627 21.04 0.0287
2024-08-14 2024-06-30 13F EVERSOURCE ENERGY COM 30040W108 9,147 -980 -9.68 519 -14.38 0.0245
2024-05-15 2024-03-31 13F EVERSOURCE ENERGY COM 30040W108 10,127 -1,932 -16.02 605 -18.68 0.0288
2024-02-14 2023-12-31 13F EVERSOURCE ENERGY COM 30040W108 12,059 2,547 26.78 744 34.54 0.0388
2023-11-14 2023-09-30 13F EVERSOURCE ENERGY COM 30040W108 9,512 1,705 21.84 553 0.00 0.0314
2023-08-14 2023-06-30 13F EVERSOURCE ENERGY COM 30040W108 7,807 -4,266 -35.34 554 -41.42 0.0298
2023-05-12 2023-03-31 13F EVERSOURCE ENERGY COM 30040W108 12,073 960 8.64 945 1.40 0.0553
2023-02-14 2022-12-31 13F EVERSOURCE ENERGY COM 30040W108 11,113 2,213 24.87 932 34.15 0.0598
2022-11-14 2022-09-30 13F EVERSOURCE ENERGY COM 30040W108 8,900 1,389 18.49 694 9.46 0.0489
2022-08-15 2022-06-30 13F EVERSOURCE ENERGY COM 30040W108 7,511 1,278 20.50 634 15.27 0.0433
2022-05-16 2022-03-31 13F EVERSOURCE ENERGY COM 30040W108 6,233 -478 -7.12 550 -9.98 0.0315
2022-02-14 2021-12-31 13F EVERSOURCE ENERGY COM 30040W108 6,711 180 2.76 611 14.42 0.0343
2021-11-15 2021-09-30 13F EVERSOURCE ENERGY COM 30040W108 6,531 -349 -5.07 534 -3.26 0.0330
2021-08-16 2021-06-30 13F EVERSOURCE ENERGY COM 30040W108 6,880 -1,000 -12.69 552 -19.06 0.0337
2021-05-14 2021-03-31 13F EVERSOURCE ENERGY COM 30040W108 7,880 -1,286 -14.03 682 -14.00 0.0520
2021-02-11 2020-12-31 13F EVERSOURCE ENERGY COM 30040W108 9,166 8,871 3,007.12 793 3,072.00 0.0538
2020-12-16 2020-09-30 13F/A-01 EVERSOURCE ENERGY COM 30040W108 7,933 -1,454 663 0.0608
2020-12-16 2020-09-30 13F/A-02 EVERSOURCE ENERGY COM 30040W108 295 -9,092 -96.86 25 -96.80 0.0751
2020-11-13 2020-09-30 13F EVERSOURCE ENERGY COM 30040W108 9,270 -117 775 49,296.8049
2020-08-14 2020-06-30 13F EVERSOURCE ENERGY COM 30040W108 9,387 793 9.23 782 16.37 0.0741
2020-05-06 2020-03-31 13F EVERSOURCE ENERGY COM 30040W108 8,594 -39 -0.45 672 -8.45 0.0754
2020-01-28 2019-12-31 13F EVERSOURCE ENERGY COM 30040W108 8,633 -153 -1.74 734 -2.26 0.0723
2019-10-31 2019-09-30 13F EVERSOURCE ENERGY COM 30040W108 8,786 137 1.58 751 14.66 0.0784
2019-07-25 2019-06-30 13F EVERSOURCE ENERGY COM 30040W108 8,649 255 3.04 655 9.90 0.0717
2019-07-25 2019-03-31 13F/A-1 EVERSOURCE ENERGY COM 30040W108 8,394 500 6.33 596 16.18 0.0742
2019-05-09 2019-03-31 13F EVERSOURCE ENERGY COM 30040W108 8,394 500 596
2019-01-30 2018-12-31 13F EVERSOURCE ENERGY COM 30040W108 7,894 125 1.61 513 7.55 0.0726
2018-11-07 2018-09-30 13F EVERSOURCE ENERGY COM 30040W108 7,769 -13 -0.17 477 4.61 0.0589
2018-07-24 2018-06-30 13F EVERSOURCE ENERGY COM 30040W108 7,782 -219 -2.74 456 -3.18 0.0617
2018-05-04 2018-03-31 13F EVERSOURCE ENERGY COM 30040W108 8,001 -60 -0.74 471 -7.47 0.0650
2018-02-09 2017-12-31 13F EVERSOURCE ENERGY COM 30040W108 8,061 294 3.79 509 8.53 0.0706
2017-11-13 2017-09-30 13F EVERSOURCE ENERGY COM 30040W108 7,767 148 1.94 469 1.30 0.0698
2017-08-01 2017-06-30 13F EVERSOURCE ENERGY COM 30040W108 7,619 110 1.46 463 4.99 0.0788
2017-04-27 2017-03-31 13F EVERSOURCE ENERGY COM 30040W108 7,509 112 1.51 441 7.82 0.0793
2017-02-08 2016-12-31 13F EVERSOURCE ENERGY COM 30040W108 7,397 507 7.36 409 9.65 0.0801
2016-11-14 2016-09-30 13F EVERSOURCE ENERGY COM 30040W108 6,890 -214 -3.01 373 -12.44 0.0755
2016-08-10 2016-06-30 13F EVERSOURCE ENERGY COM 30040W108 7,104 -710 -9.09 426 -6.58 0.0944
2016-05-10 2016-03-31 13F EVERSOURCE ENERGY COM 30040W108 7,814 96 1.24 456 15.74 0.1075
2016-02-08 2015-12-31 13F EVERSOURCE ENERGY COM 30040W108 7,718 1,779 29.95 394 30.90 0.0945
2015-11-12 2015-09-30 13F EVERSOURCE ENERGY COM 30040W108 5,939 198 3.45 301 15.33 0.0771
2015-08-12 2015-06-30 13F EVERSOURCE ENERGY COM 30040W108 5,741 811 16.45 261 4.82 0.0627
2015-05-08 2015-03-31 13F EVERSOURCE ENERGY COM 30040W108 4,930 200 4.23 249 -1.58 0.0606
2015-02-12 2014-12-31 13F NORTHEAST UTILS COM 664397106 4,730 4,730 253 0.0636
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.