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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,566 | $316.0K | 0.01% | −473−11.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,605 | $318.0K | 0.04% | +3,605 | New |
| Telemus Capital, LLC | 3,612 | $319.0K | 0.03% | −95−2.6% | Reduced |
| Zacks Investment Management | 3,644 | $321.0K | 0.00% | +512+16.3% | Added |
| Ieq Capital, LLC | 3,658 | $323.0K | 0.01% | +198+5.7% | Added |
| Congress Wealth Management LLC | 3,673 | $324.0K | 0.01% | +333+10.0% | Added |
| Ayrshire Capital Management LLC | 3,695 | $326.0K | 0.19% | +3,695 | New |
| Centre Asset Management, LLC | 3,744 | $330.0K | 0.10% | +54+1.5% | Added |
| Apella Capital, LLC | 3,780 | $333.0K | 0.05% | +10+0.3% | Added |
| Acima Private Wealth, LLC | 3,800 | $335.0K | 0.15% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,809 | $336.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,845 | $339.0K | 0.03% | +561+17.1% | Added |
| United Capital Financial Advisers, LLC | 3,880 | $342.0K | 0.00% | +134+3.6% | Added |
| Minot Wealth Management LLC | 3,888 | $343.0K | 0.07% | +73+1.9% | Added |
| Lazard Asset Management LLC | 3,927 | $345.0K | 0.00% | +236+6.4% | Added |
| Symmetry Partners, LLC | 4,000 | $353.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,019 | $354.0K | 0.16% | +4,019 | New |
| Parsons Capital Management Inc | 4,049 | $357.0K | 0.03% | −119−2.9% | Reduced |
| Advisor Resource Council | 4,083 | $360.0K | 0.11% | −510−11.1% | Reduced |
| FC Advisory LLC | 4,084 | $360.0K | 0.16% | +27+0.7% | Added |
| Quadrature Capital Ltd | 4,088 | $360.0K | 0.01% | +4,088 | New |
| Signaturefd, LLC | 4,092 | $361.0K | 0.01% | +677+19.8% | Added |
| Hemington Wealth Management | 4,105 | $362.0K | 0.12% | −3−0.1% | Reduced |
| Avantax Advisory Services, Inc. | 4,112 | $362.0K | 0.00% | +218+5.6% | Added |
| Pathstone Family Office, LLC | 4,138 | $365.0K | 0.01% | +888+27.3% | Added |
| Grace & White Inc | 4,200 | $370.0K | 0.07% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,209 | $371.0K | 0.10% | +4,209 | New |
| Snowden Capital Advisors LLC | 4,243 | $374.0K | 0.01% | +3,272+337.0% | Added |
| Orion Portfolio Solutions, LLC | 4,249 | $375.0K | 0.01% | −71−1.6% | Reduced |
| DuPont Capital Management Corp | 4,254 | $375.0K | 0.02% | +2,524+145.9% | Added |
| Rafferty Asset Management, LLC | 4,265 | $376.0K | 0.00% | −4,098−49.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,261 | $376.0K | 0.05% | −100−2.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,267 | $376.0K | 0.23% | −214−4.8% | Reduced |
| Berkshire Bank | 4,348 | $384.0K | 0.09% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,353 | $384.0K | 0.21% | +4,353 | New |
| Clifford Swan Investment Counsel LLC | 4,381 | $386.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4,436 | $391.0K | 0.00% | +1,316+42.2% | Added |
| RFG Advisory, LLC | 4,443 | $392.0K | 0.03% | −1,623−26.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,448 | $392.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,461 | $393.0K | 0.01% | +4,461 | New |
| Resources Management Corp | 4,495 | $396.0K | 0.06% | −400−8.2% | Reduced |
| Appleton Partners Inc | 4,489 | $396.0K | 0.03% | +4,489 | New |
| Mondrian Investment Partners LTD | 4,517 | $398.0K | 0.01% | +672+17.5% | Added |
| Brinker Capital Investments, LLC | 4,531 | $400.0K | 0.01% | +10+0.2% | Added |
| HBK Sorce Advisory LLC | 4,545 | $401.0K | 0.02% | −1,421−23.8% | Reduced |
| Shore Point Advisors, LLC | 4,543 | $401.0K | 0.35% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,569 | $403.0K | 0.03% | +4,569 | New |
| Toews Corp | 4,600 | $406.0K | 0.07% | +4,600 | New |
| Aspire Private Capital, LLC | 4,658 | $411.0K | 0.13% | +507+12.2% | Added |
| Wealthspire Advisors, LLC | 4,673 | $412.0K | 0.01% | −950−16.9% | Reduced |
| Raymond James Trust N.A. | 4,682 | $413.0K | 0.01% | −307−6.2% | Reduced |
| Ingalls & Snyder LLC | 4,721 | $416.0K | 0.02% | −202−4.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,758 | $419.6K | 0.00% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,764 | $420.0K | 0.04% | −14−0.3% | Reduced |
| Boston Financial Mangement LLC | 4,784 | $422.0K | 0.02% | −3−0.1% | Reduced |
| Central Trust Co | 4,818 | $425.0K | 0.01% | −1,274−20.9% | Reduced |
| Connecticut Wealth Management, LLC | 4,851 | $428.0K | 0.03% | +87+1.8% | Added |
| Belpointe Asset Management LLC | 4,873 | $430.0K | 0.03% | +206+4.4% | Added |
| Ballentine Partners, LLC | 4,868 | $430.0K | 0.01% | +4,868 | New |
| Modera Wealth Management, LLC | 4,889 | $431.0K | 0.02% | −1,401−22.3% | Reduced |
| Kraematon Investment Advisors, Inc | 4,885 | $431.0K | 0.41% | +23+0.5% | Added |
| Summit X, LLC | 4,918 | $436.0K | 0.11% | +38+0.8% | Added |
| Bessemer Group Inc | 4,971 | $438.0K | 0.00% | +2,208+79.9% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $442.0K | 0.31% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,046 | $445.0K | 0.04% | +37+0.7% | Added |
| McKinley Carter Wealth Services, Inc. | 5,072 | $447.0K | 0.03% | −209−4.0% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,097 | $450.0K | 0.20% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,136 | $453.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,133 | $453.0K | 0.01% | +559+12.2% | Added |
| Sterling Investment Counsel, LLC | 5,152 | $454.0K | 0.31% | −300−5.5% | Reduced |
| Concord Wealth Partners | 5,257 | $464.0K | 0.12% | +54+1.0% | Added |
| Great Lakes Advisors, LLC | 5,297 | $467.0K | 0.01% | −19−0.4% | Reduced |
| Outlook Wealth Advisors, LLC | 5,344 | $471.0K | 0.16% | −45−0.8% | Reduced |
| Balentine LLC | 5,342 | $471.0K | 0.02% | +1,760+49.1% | Added |
| CAPROCK Group, Inc. | 5,351 | $472.0K | 0.04% | +2,360+78.9% | Added |
| KC Investment Advisors, LLC | 5,408 | $477.0K | 0.33% | −59−1.1% | Reduced |
| Metis Global Partners, LLC | 5,440 | $479.0K | 0.06% | +2,438+81.2% | Added |
| American State Bank (Iowa) | 5,436 | $479.4K | 0.33% | 00.0% | Unchanged |
| Charter Trust Co | 5,447 | $480.0K | 0.04% | −40−0.7% | Reduced |
| Assetmark, Inc | 5,444 | $480.0K | 0.00% | +2,817+107.2% | Added |
| Natixis Investment Managers International | 5,453 | $480.0K | 0.01% | +5,453 | New |
| Thomasville National Bank | 5,462 | $482.0K | 0.05% | −80−1.4% | Reduced |
| Prio Wealth Limited Partnership | 5,484 | $484.0K | 0.02% | −1,075−16.4% | Reduced |
| IBM Retirement Fund | 5,484 | $484.0K | 0.07% | −231−4.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,512 | $485.0K | 0.27% | −15−0.3% | Reduced |
| KCM Investment Advisors LLC | 5,494 | $485.0K | 0.02% | +796+16.9% | Added |
| Savant Capital, LLC | 5,542 | $489.0K | 0.02% | −28−0.5% | Reduced |
| FourThought Financial, LLC | 5,593 | $493.0K | 0.06% | −84−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 5,607 | $494.0K | 0.03% | −745−11.7% | Reduced |
| First Manhattan Co | 5,625 | $496.0K | 0.00% | 00.0% | Unchanged |
| Beaumont Financial Partners, LLC | 5,621 | $496.0K | 0.04% | +7+0.1% | Added |
| Ontario Teachers Pension Plan Board | 5,619 | $496.0K | 0.01% | +5,619 | New |
| American Portfolios Advisors | 5,633 | $496.7K | 0.02% | +84+1.5% | Added |
| Brown Advisory Inc | 5,672 | $500.0K | 0.00% | +2,754+94.4% | Added |
| Knuff & Co LLC | 5,714 | $504.0K | 0.18% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 5,729 | $505.0K | 0.07% | +45+0.8% | Added |
| IndexIQ Advisors LLC | 5,760 | $508.0K | 0.02% | −981−14.6% | Reduced |
| Continuum Advisory, LLC | 5,837 | $510.0K | 0.10% | +2,443+72.0% | Added |
| Gofen & Glossberg LLC | 5,832 | $514.0K | 0.01% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,835 | $515.0K | 0.00% | 00.0% | Unchanged |