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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
Edgestream Partners, L.P.2,295$202.0K0.02%+2,295New
Lebenthal Global Advisors, LLC2,320$204.0K0.09%+44+1.9%Added
Global Retirement Partners, LLC2,222$206.0K0.02%+416+23.0%Added
Peak Financial Management, Inc.2,342$207.0K0.07%00.0%Unchanged
Mather Group, LLC.2,353$208.0K0.00%−389−14.2%Reduced
Capstone Investment Advisors, LLC2,360$208.0K0.00%+2,360New
Hightower 6M Holding, LLC2,386$210.0K0.02%+2,386New
Johnson Investment Counsel Inc2,388$211.0K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.2,416$213.0K0.00%+2,416New
Bank of Stockton2,440$215.0K0.07%−50−2.0%Reduced
Hilltop Holdings Inc.2,429$215.0K0.02%−25−1.0%Reduced
Northside Capital Management, LLC2,441$215.0K0.06%00.0%Unchanged
MEMBERS Trust Co2,436$215.0K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp2,438$215.0K0.02%+2,438New
Investment Partners, Ltd.2,463$217.0K0.09%+15+0.6%Added
Lockerman Financial Group, Inc.2,490$220.0K0.59%00.0%Unchanged
Apollon Wealth Management, LLC2,491$220.0K0.02%+2,491New
Tobam2,510$221.0K0.01%+1,245+98.4%Added
Burney Co2,527$223.0K0.01%00.0%Unchanged
Center for Financial Planning, Inc.2,547$225.0K0.05%00.0%Unchanged
Arkadios Wealth Advisors2,565$226.0K0.03%−92−3.5%Reduced
Glassman Wealth Services2,568$226.0K0.04%+42+1.7%Added
Cullinan Associates Inc2,557$226.0K0.01%+2,557New
Sentry Investment Management LLC2,578$227.0K0.07%−946−26.8%Reduced
Newman Dignan & Sheerar, Inc.2,579$227.0K0.07%−312−10.8%Reduced
Econ Financial Services Corp2,572$227.0K0.17%+17+0.7%Added
Capital Investment Advisory Services, LLC2,619$231.0K0.03%−172−6.2%Reduced
Ford Financial Group, LLC2,642$232.0K0.09%00.0%Unchanged
Blueprint Investment Partners LLC2,649$234.0K0.06%+84+3.3%Added
JGP Wealth Management, LLC2,527$234.0K0.04%+179+7.6%Added
TD Private Client Wealth LLC2,656$234.2K0.01%−360−11.9%Reduced
Cedrus LLC2,668$235.3K0.21%−30−1.1%Reduced
Hantz Financial Services, Inc.2,681$236.0K0.01%+400+17.5%Added
West Family Investments, Inc.2,674$236.0K0.07%+2,674New
Main Street Financial Solutions, LLC2,703$238.0K0.03%+51+1.9%Added
Veriti Management LLC2,717$240.0K0.03%−38−1.4%Reduced
YHB Investment Advisors, Inc.2,722$240.0K0.02%00.0%Unchanged
Beaton Management Co. Inc.2,729$241.0K0.15%00.0%Unchanged
Schechter Investment Advisors, LLC2,742$241.0K0.02%+172+6.7%Added
Lincoln National Corp2,752$243.0K0.01%−277−9.1%Reduced
Boston Private Wealth LLC2,760$243.0K0.00%−27−1.0%Reduced
Miracle Mile Advisors, LLC2,755$243.0K0.01%00.0%Unchanged
Adviser Investments LLC2,807$248.0K0.02%00.0%Unchanged
SeaCrest Wealth Management, LLC2,826$249.0K0.03%+10.0%Added
Applied Capital LLC2,857$252.0K0.16%+2,857New
Great Valley Advisor Group, Inc.2,890$255.0K0.01%+10.0%Added
Conning Inc.2,916$257.0K0.01%−640−18.0%Reduced
Fund Management at Engine No. 1 LLC2,911$257.0K0.06%+2,911New
Coastal Capital Group, Inc.2,940$259.0K0.06%+16+0.5%Added
Abacus Wealth Partners, LLC2,940$259.3K0.12%−82−2.7%Reduced
Woodstock Corp2,986$263.0K0.03%00.0%Unchanged
Gateway Investment Advisers LLC2,992$264.0K0.00%00.0%Unchanged
Strategy Asset Managers LLC2,997$264.0K0.06%+2,997New
Cadence Wealth Management LLC3,042$268.0K0.21%00.0%Unchanged
Horizon Investments, LLC3,035$268.0K0.01%+508+20.1%Added
Black Diamond Financial, LLC3,044$268.0K0.08%+3,044New
Sawtooth Solutions, LLC3,076$271.0K0.03%−2,714−46.9%Reduced
Parcion Private Wealth LLC2,964$272.0K0.03%−126−4.1%Reduced
EP Wealth Advisors, LLC3,088$272.0K0.01%+182+6.3%Added
Dearborn Partners LLC3,087$272.0K0.01%+767+33.1%Added
Private Capital Group, LLC3,148$278.0K0.06%−61−1.9%Reduced
Graham Capital Management, L.P.3,155$278.0K0.01%+3,155New
Quadrant Capital Group LLC3,167$279.0K0.03%−630−16.6%Reduced
Sculati Wealth Management, LLC3,162$279.0K0.14%00.0%Unchanged
People's United Financial, Inc.3,180$280.0K0.01%−574−15.3%Reduced
Financial Counselors Inc3,190$281.0K0.01%−170−5.1%Reduced
Wilkins Investment Counsel Inc3,200$282.0K0.06%−300−8.6%Reduced
CSM Advisors, LLC3,195$282.0K0.02%00.0%Unchanged
NSI Retail Advisors, LLC3,195$282.0K0.04%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,200$282.0K0.01%+105+3.4%Added
Albion Financial Group3,194$282.0K0.02%+102+3.3%Added
Johnson Midwest Financial, LLC3,223$284.0K0.40%00.0%Unchanged
Freedman Financial Associates, Inc.3,189$284.0K0.20%00.0%Unchanged
Means Investment Co., Inc.3,251$287.0K0.05%−10−0.3%Reduced
Calton & Associates, Inc.3,255$287.0K0.09%+9+0.3%Added
Oak Thistle LLC3,259$288.0K0.15%−1,198−26.9%Reduced
Smithfield Trust Co3,279$288.0K0.02%+24+0.7%Added
HM Payson & Co3,291$290.0K0.01%−230−6.5%Reduced
Washington Trust Advisors, Inc.3,282$290.0K0.02%+500+18.0%Added
Glenview Trust Co3,305$291.0K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC3,300$291.0K0.01%+683+26.1%Added
Coastal Bridge Advisors, LLC3,335$294.0K0.07%00.0%Unchanged
Financial Advocates Investment Management3,330$294.0K0.02%+10.0%Added
MQS Management LLC3,351$296.0K0.24%+3,351New
Vestmark Advisory Solutions, Inc.3,380$298.0K0.02%+113+3.5%Added
Greenleaf Trust3,409$301.0K0.00%−589−14.7%Reduced
Pinkerton Retirement Specialists, LLC3,413$301.0K0.07%00.0%Unchanged
Sovereign Financial Group, Inc.3,421$302.0K0.11%+3,421New
Cozad Asset Management Inc3,431$303.0K0.04%00.0%Unchanged
Pine Haven Investment Counsel, Inc3,451$304.0K0.30%00.0%Unchanged
Buckingham Strategic Wealth, LLC3,445$304.0K0.01%+253+7.9%Added
Marino, Stram & Associates LLC3,447$304.0K0.10%+280+8.8%Added
Trust Co of Vermont3,468$306.0K0.02%−1,699−32.9%Reduced
Mayflower Financial Advisors, LLC3,482$307.0K0.04%+153+4.6%Added
First American Trust, FSB3,499$309.0K0.04%+567+19.3%Added
Benjamin F. Edwards & Company, Inc.3,519$310.0K0.01%−3,212−47.7%Reduced
MAI Capital Management3,528$311.0K0.01%−248−6.6%Reduced
Berkshire Asset Management LLC3,537$312.0K0.02%+547+18.3%Added
Geneos Wealth Management Inc.3,549$313.0K0.01%00.0%Unchanged
Colony Group LLC3,565$314.0K0.00%−3−0.1%Reduced