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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Agricole S A | 419 | $37.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 417 | $37.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 430 | $37.9K | 0.02% | +3+0.7% | Added |
| AllSquare Wealth Management LLC | 433 | $38.0K | 0.02% | +44+11.3% | Added |
| Washington Trust Co | 450 | $40.0K | 0.00% | −222−33.0% | Reduced |
| Piscataqua Savings Bank | 450 | $40.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 462 | $41.0K | 0.01% | +450+3,750.0% | Added |
| First Command Financial Services, Inc. | 462 | $41.0K | 0.01% | +462 | New |
| Vigilant Capital Management, LLC | 477 | $42.0K | 0.00% | −450−48.5% | Reduced |
| Tradewinds Capital Management, LLC | 479 | $42.0K | 0.01% | +4+0.8% | Added |
| MV Capital Management, Inc. | 476 | $42.0K | 0.01% | +38+8.7% | Added |
| Zions Bancorporation, N.A. | 489 | $43.0K | 0.00% | +88+21.9% | Added |
| Cribstone Capital Management, LLC | 500 | $44.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 507 | $45.0K | 0.01% | +169+50.0% | Added |
| Bogart Wealth, LLC | 521 | $46.0K | 0.00% | +66+14.5% | Added |
| City Holding Co | 533 | $47.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 536 | $47.2K | 0.02% | +536 | New |
| Tortoise Investment Management, LLC | 544 | $48.0K | 0.01% | −17−3.0% | Reduced |
| Lloyd Advisory Services, LLC. | 557 | $49.0K | 0.02% | +28+5.3% | Added |
| Tradition Wealth Management, LLC | 570 | $50.0K | 0.01% | −5−0.9% | Reduced |
| Quent Capital, LLC | 567 | $50.0K | 0.01% | +93+19.6% | Added |
| American Research & Management Co. | 590 | $52.0K | 0.01% | +328+125.2% | Added |
| Heritage Wealth Advisors | 600 | $53.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 615 | $54.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 620 | $55.0K | 0.01% | +60+10.7% | Added |
| Benjamin Edwards Inc | 647 | $57.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $59.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 673 | $59.0K | 0.03% | +5+0.7% | Added |
| PFG Private Wealth Management, LLC | 687 | $61.0K | 0.03% | +687 | New |
| PSI Advisors, LLC | 708 | $62.0K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 734 | $65.0K | 0.00% | −108−12.8% | Reduced |
| Perkins Coie Trust Co | 734 | $65.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 747 | $66.0K | 0.02% | +747 | New |
| AIA Group Ltd | 790 | $70.0K | 0.00% | +411+108.4% | Added |
| Gould Capital, LLC | 800 | $71.0K | 0.05% | 00.0% | Unchanged |
| SWS Partners | 800 | $71.0K | 0.05% | +800 | New |
| Tucker Asset Management LLC | 812 | $71.6K | 0.02% | +348+75.0% | Added |
| GW&K Investment Management, LLC | 834 | $74.0K | 0.00% | +834 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $77.0K | 0.03% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 886 | $78.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 881 | $78.0K | 0.01% | +9+1.0% | Added |
| CoreFirst Bank & Trust | 907 | $80.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $83.0K | 0.01% | −49−4.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 944 | $83.3K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 950 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $91.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $93.0K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,070 | $94.0K | 0.00% | −1,000−48.3% | Reduced |
| Lindbrook Capital, LLC | 1,085 | $96.0K | 0.01% | −170−13.5% | Reduced |
| RWM Asset Management, LLC | 1,085 | $96.0K | 0.02% | +426+64.6% | Added |
| First Community Trust NA | 1,106 | $98.0K | 0.09% | +26+2.4% | Added |
| Sargent Bickham Lagudis LLC | 1,165 | $103.0K | 0.01% | −471−28.8% | Reduced |
| Gradient Investments LLC | 1,224 | $108.0K | 0.00% | +9+0.7% | Added |
| Selective Wealth Management, Inc. | 1,246 | $110.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,243 | $110.0K | 0.06% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,290 | $114.0K | 0.03% | −250−16.2% | Reduced |
| Webster Bank, N. A. | 1,306 | $115.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,318 | $116.0K | 0.00% | +215+19.5% | Added |
| TSFG, LLC | 1,330 | $117.0K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,333 | $118.0K | 0.07% | +1,333 | New |
| AlphaMark Advisors, LLC | 1,377 | $121.0K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,380 | $122.0K | 0.01% | −1−0.1% | Reduced |
| Farmers & Merchants Investments Inc | 1,480 | $131.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,522 | $134.0K | 0.03% | −158−9.4% | Reduced |
| West Branch Capital LLC | 1,527 | $135.0K | 0.06% | −101−6.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 1,543 | $136.0K | 0.00% | −61,727−97.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,537 | $136.0K | 0.03% | +8+0.5% | Added |
| Acadian Asset Management LLC | 1,562 | $137.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,602 | $141.0K | 0.08% | +161+11.2% | Added |
| BerganKDV Wealth Management, LLC | 1,613 | $142.0K | 0.02% | −1,084−40.2% | Reduced |
| San Luis Wealth Advisors LLC | 1,620 | $147.0K | 0.07% | +1,620 | New |
| Holloway Wealth Management, LLC | – | $150.0K | 0.04% | – | – |
| Bank Julius Baer & Co. Ltd, Zurich | 1,840 | $162.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,848 | $163.0K | 0.00% | −78−4.0% | Reduced |
| Stephenson National Bank & Trust | 1,873 | $165.0K | 0.10% | 00.0% | Unchanged |
| Accel Wealth Management | 1,842 | $165.0K | 0.09% | +9+0.5% | Added |
| Charter Oak Capital Management, LLC | 1,895 | $167.0K | 0.02% | −198−9.5% | Reduced |
| Endurance Wealth Management, Inc. | 1,889 | $167.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,911 | $169.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,914 | $169.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,950 | $172.0K | 0.03% | −500−20.4% | Reduced |
| Tompkins Financial Corp | 2,005 | $177.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,027 | $178.8K | 0.00% | +2,027 | New |
| O'Brien Wealth Partners LLC | 1,976 | $179.0K | 0.07% | −3−0.2% | Reduced |
| Money Concepts Capital Corp | 2,026 | $179.0K | 0.01% | +2,026 | New |
| Bartlett & Co. LLC | 2,027 | $179.0K | 0.00% | +2,027 | New |
| Meeder Asset Management Inc | 2,064 | $182.0K | 0.01% | +2,064 | New |
| AdvisorNet Financial, Inc | 2,142 | $189.0K | 0.01% | −55−2.5% | Reduced |
| Spartan Planning & Wealth Management | 2,145 | $189.0K | 0.24% | +2,145 | New |
| Advisory Services Network, LLC | 2,178 | $192.0K | 0.01% | +2,178 | New |
| Montag A & Associates Inc | 2,200 | $194.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,257 | $199.0K | 0.02% | +3+0.1% | Added |
| West Paces Advisors Inc. | 2,259 | $199.2K | 0.06% | +105+4.9% | Added |
| Associated Banc-Corp | 2,269 | $200.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 2,273 | $200.0K | 0.02% | +2,273 | New |
| Investment Advisory Group, LLC | 2,282 | $200.0K | 0.12% | +2,282 | New |
| Triad Financial Advisors, Inc. | 2,276 | $201.0K | 0.11% | −315−12.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,283 | $201.0K | 0.11% | +10+0.4% | Added |
| Sightline Wealth Advisors, LLC | 2,276 | $201.0K | 0.17% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,293 | $202.0K | 0.04% | 00.0% | Unchanged |