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Livermore
Livermore
ZHEN

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, Q1 2022

Institutional positions in Eversource Energy as of Mar 31, 2022. 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
851
+48 vs. Q4 2021
Shares held
269.6M
−5.20M (−1.9%) vs. Q4 2021
Total value
$23.7B
−$1.30B (−5.2%) vs. Q4 2021
New holders
102
323 more added
Sold out
54
271 more reduced

11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2021: 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.

Institutional holdersQ1 2022: 851 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2022: $23.7B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2021.

Institutions holding ES in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC5$00.00%00.0%Unchanged
JJJ Advisors Inc.3$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$00.00%00.0%Unchanged
Sofos Investments, Inc.4$00.00%+4New
CFS Investment Advisory Services, LLC42,684$00.00%+42,684New
Curi Capital4$00.00%+4New
SJS Investment Consulting Inc.4$00.00%+4New
Plante Moran Financial Advisors, LLC14$1.00K0.00%−767−98.2%Reduced
FinTrust Capital Advisors, LLC11$1.00K0.00%−58−84.1%Reduced
Harbor Investment Advisory, LLC12$1.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.14$1.00K0.00%+14New
Toth Financial Advisory Corp16$1.00K0.00%+16New
Marquette Asset Management, LLC8$1.00K0.00%+8New
Northwest Investment Counselors, LLC14$1.00K0.00%+14New
Aua Capital Management, LLC28$2.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC28$2.00K0.00%00.0%Unchanged
American National Bank18$2.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.22$2.00K0.00%00.0%Unchanged
Pacifica Partners Inc.20$2.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp24$2.00K0.00%+19+380.0%Added
Hazlett, Burt & Watson, Inc.27$2.00K0.00%+27New
Providence Capital Advisors, LLC24$2.00K0.00%+24New
Disciplined Investments, LLC21$2.00K0.00%+21New
Worth Asset Management, LLC18$2.00K0.00%+18New
Carolinas Wealth Consulting LLC33$3.00K0.00%−139−80.8%Reduced
Fieldpoint Private Securities, LLC35$3.00K0.00%−113−76.4%Reduced
Winch Advisory Services, LLC39$3.00K0.00%+1+2.6%Added
McIlrath & Eck, LLC36$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.34$3.00K0.00%00.0%Unchanged
Sierra Capital LLC32$3.00K0.00%+12+60.0%Added
Cordant, Inc.39$3.00K0.00%+39New
Ci Investments Inc.42$4.00K0.00%−1,024−96.1%Reduced
Thomas J. Herzfeld Advisors, Inc.40$4.00K0.00%00.0%Unchanged
Evoke Wealth, LLC46$4.00K0.00%+41+820.0%Added
Ulland Investment Advisors, LLC55$5.00K0.00%+55New
Proffitt & Goodson Inc65$6.00K0.00%00.0%Unchanged
Solstein Capital, LLC69$6.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.73$6.00K0.00%00.0%Unchanged
Raffa Wealth Management, LLC71$6.26K0.00%−75−51.4%Reduced
Sutton Wealth Advisors Inc.78$6.88K0.00%+11+16.4%Added
Rocky Mountain Advisers, LLC75$7.00K0.01%00.0%Unchanged
Castleview Partners, LLC81$7.00K0.00%+81New
United Community Bank90$7.94K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC98$8.00K0.00%00.0%Unchanged
Dark Forest Capital Management LP92$8.00K0.00%+92New
First Quadrant L P106$9.00K0.05%+106New
Rockbridge Investment Management, LCC108$9.70K0.00%00.0%Unchanged
Norway Savings Bank117$10.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC111$10.0K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC115$10.0K0.00%+1+0.9%Added
Twin Tree Management, LP119$10.0K0.00%+119New
Umb Bank N A127$11.0K0.00%−82−39.2%Reduced
Westside Investment Management, Inc.134$11.0K0.00%00.0%Unchanged
Investors Research Corp130$11.0K0.00%00.0%Unchanged
Retirement Group, LLC146$13.0K0.01%+29+24.8%Added
Schubert & Co144$13.0K0.01%+127+747.1%Added
Clean Yield Group155$14.0K0.01%00.0%Unchanged
Ancora Advisors, LLC167$15.0K0.00%00.0%Unchanged
GeoWealth Management, LLC184$16.0K0.00%+9+5.1%Added
Valley National Advisers Inc194$17.0K0.00%00.0%Unchanged
North Star Investment Management Corp.191$17.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.188$17.0K0.00%00.0%Unchanged
Manchester Capital Management LLC194$17.0K0.00%+7+3.7%Added
Loomis Sayles & Co L P205$18.0K0.00%−52−20.2%Reduced
TD Waterhouse Canada Inc.208$18.2K0.00%00.0%Unchanged
Financial Perspectives, Inc210$18.5K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC215$19.0K0.00%+48+28.7%Added
Atticus Wealth Management, LLC227$20.0K0.01%−200−46.8%Reduced
First Personal Financial Services225$20.0K0.00%−2−0.9%Reduced
Earnest Partners LLC234$21.0K0.00%00.0%Unchanged
Clear Street Markets LLC241$21.0K0.01%+241New
Anchor Investment Management, LLC246$21.7K0.00%00.0%Unchanged
City State Bank250$22.0K0.01%−16−6.0%Reduced
Gleason Group, Inc.254$22.0K0.01%+2+0.8%Added
Farmers & Merchants Trust Co of Chambersburg PA244$22.0K0.01%00.0%Unchanged
Covestor Ltd247$22.0K0.02%+98+65.8%Added
Atwood & Palmer Inc262$23.0K0.00%00.0%Unchanged
Kings Point Capital Management260$23.0K0.00%00.0%Unchanged
Baldwin Brothers Inc269$24.0K0.00%−195−42.0%Reduced
Hall Laurie J Trustee270$24.0K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC288$25.0K0.01%−826−74.1%Reduced
Graves-Light Private Wealth Management, Inc.278$25.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc290$26.0K0.00%−46−13.7%Reduced
Cascade Investment Advisors, Inc.300$26.5K0.02%00.0%Unchanged
Country Trust Bank308$27.0K0.00%00.0%Unchanged
Tarbox Family Office, Inc.321$28.0K0.01%00.0%Unchanged
Hanson & Doremus Investment Management328$29.0K0.01%−51−13.5%Reduced
Paladin Advisory Group, LLC334$30.0K0.02%+334New
Goodwin Investment Advisory354$31.0K0.02%−84−19.2%Reduced
Brown Brothers Harriman & Co356$31.0K0.00%00.0%Unchanged
MCF Advisors LLC346$31.0K0.00%+346New
TCI Wealth Advisors, Inc.362$32.0K0.00%−10−2.7%Reduced
EverSource Wealth Advisors, LLC358$32.0K0.01%−7−1.9%Reduced
Horan Securities, Inc.368$32.0K0.02%00.0%Unchanged
Riverview Trust Co372$33.0K0.02%+372New
Parkside Financial Bank & Trust391$34.0K0.01%+71+22.2%Added
Ellevest, Inc.388$34.0K0.00%+333+605.5%Added
TCWP LLC390$34.0K0.01%+390New
First Horizon Advisors, Inc.414$36.0K0.00%−505−55.0%Reduced
Ahrens Investment Partners LLC425$37.0K0.01%00.0%Unchanged