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 |
|---|---|---|---|---|---|
| Boston Family Office LLC | 5,847 | $516.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,868 | $517.0K | 0.02% | −96−1.6% | Reduced |
| Cresset Asset Management, LLC | 5,884 | $518.0K | 0.01% | −855−12.7% | Reduced |
| Sound Income Strategies, LLC | 5,888 | $519.0K | 0.06% | +12+0.2% | Added |
| Cigna Investments Inc | 6,026 | $532.0K | 0.07% | −1,704−22.0% | Reduced |
| Pearl River Capital, LLC | 6,053 | $534.0K | 0.15% | +6,053 | New |
| Oppenheimer Asset Management Inc. | 6,108 | $538.0K | 0.01% | +184+3.1% | Added |
| Intrua Financial, LLC | 6,142 | $542.0K | 0.10% | −101−1.6% | Reduced |
| Savior LLC | 6,150 | $545.0K | 0.41% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 6,182 | $545.0K | 0.27% | +181+3.0% | Added |
| Resources Investment Advisors, LLC. | 6,212 | $548.0K | 0.02% | +169+2.8% | Added |
| Wetherby Asset Management Inc | 6,233 | $550.0K | 0.03% | −478−7.1% | Reduced |
| Barry Investment Advisors, LLC | 6,365 | $561.0K | 0.15% | +66+1.0% | Added |
| Laurel Wealth Advisors, Inc. | 6,419 | $566.0K | 0.05% | +10.0% | Added |
| FineMark National Bank & Trust | 6,440 | $568.0K | 0.02% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 6,455 | $569.0K | 0.35% | +18+0.3% | Added |
| Empirical Finance, LLC | 6,559 | $578.0K | 0.06% | +739+12.7% | Added |
| Exchange Traded Concepts, LLC | 6,707 | $591.0K | 0.01% | +6,707 | New |
| Kestra Private Wealth Services, LLC | 6,714 | $592.0K | 0.03% | −344−4.9% | Reduced |
| Blue Fin Capital, Inc. | 6,739 | $594.0K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 6,741 | $594.0K | 0.06% | +2,049+43.7% | Added |
| CPWM, LLC | 6,742 | $595.0K | 0.04% | −105−1.5% | Reduced |
| Fiduciary Trust Co | 6,792 | $599.0K | 0.01% | −419−5.8% | Reduced |
| Independent Advisor Alliance | 6,881 | $607.0K | 0.03% | +137+2.0% | Added |
| Huntington National Bank | 6,919 | $610.0K | 0.01% | −171−2.4% | Reduced |
| Strategic Investment Advisors | 7,104 | $627.0K | 0.12% | −159−2.2% | Reduced |
| Cerity Partners LLC | 9,492 | $629.0K | 0.01% | +436+4.8% | Added |
| Hills Bank & Trust Co | 7,188 | $634.0K | 0.09% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 7,275 | $642.0K | 0.02% | +7,275 | New |
| Vident Investment Advisory, LLC | 7,385 | $650.0K | 0.02% | −2,273−23.5% | Reduced |
| Cetera Advisors LLC | 7,473 | $659.0K | 0.01% | +288+4.0% | Added |
| Stephens Inc | 7,488 | $660.0K | 0.01% | −34−0.5% | Reduced |
| Prudential PLC | 7,546 | $665.0K | 0.01% | −3,402−31.1% | Reduced |
| Shelton Capital Management | 7,574 | $668.0K | 0.02% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,612 | $671.0K | 0.15% | −8,255−52.0% | Reduced |
| Mystic Asset Management, Inc. | 7,611 | $671.0K | 0.36% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 7,641 | $674.0K | 0.19% | +19+0.2% | Added |
| Los Angeles Capital Management LLC | 7,702 | $679.0K | 0.00% | +7,702 | New |
| Vontobel Holding Ltd. | 7,816 | $693.0K | 0.01% | +613+8.5% | Added |
| Occudo Quantitative Strategies LP | 7,945 | $701.0K | 0.06% | +7,945 | New |
| Veritable, L.P. | 7,956 | $702.0K | 0.01% | +118+1.5% | Added |
| Cape Cod Five Cents Savings Bank | 8,013 | $707.0K | 0.07% | −150−1.8% | Reduced |
| Bridgeworth, LLC | 8,024 | $708.0K | 0.16% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 8,160 | $720.0K | 0.02% | −45−0.5% | Reduced |
| Davenport & Co LLC | 8,198 | $723.0K | 0.01% | −1,000−10.9% | Reduced |
| Whittier Trust Co | 8,276 | $730.0K | 0.01% | +56+0.7% | Added |
| McDonald Partners LLC | 8,289 | $731.0K | 0.16% | +8,289 | New |
| Cambridge Trust Co | 8,322 | $734.0K | 0.03% | −1,296−13.5% | Reduced |
| Stratos Wealth Partners, LTD. | 8,420 | $743.0K | 0.02% | +282+3.5% | Added |
| My Legacy Advisors, LLC | 8,474 | $747.0K | 0.35% | +8,474 | New |
| Unigestion Holding SA | 8,504 | $750.0K | 0.03% | +8,504 | New |
| Valmark Advisers, Inc. | 8,616 | $760.0K | 0.01% | +133+1.6% | Added |
| Banque Pictet & Cie SA | 8,699 | $767.0K | 0.01% | −769−8.1% | Reduced |
| National Asset Management, Inc. | 8,735 | $771.0K | 0.03% | −1,742−16.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 8,906 | $785.0K | 0.08% | −21,895−71.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,917 | $786.0K | 0.18% | +5,206+140.3% | Added |
| Arete Wealth Advisors, LLC | 8,922 | $787.0K | 0.07% | +34+0.4% | Added |
| Inverness Counsel LLC | 9,069 | $800.0K | 0.04% | +401+4.6% | Added |
| Destination Wealth Management | 9,093 | $802.0K | 0.03% | +4,897+116.7% | Added |
| Freestone Capital Holdings, LLC | 9,130 | $805.0K | 0.03% | +2,630+40.5% | Added |
| Northwestern Mutual Wealth Management Co | 9,159 | $807.0K | 0.00% | −2,178−19.2% | Reduced |
| South State Corp. | 9,347 | $824.0K | 0.07% | −663−6.6% | Reduced |
| Chatham Capital Group, Inc. | 9,381 | $827.0K | 0.16% | 00.0% | Unchanged |
| Advisor Partners LLC | 9,384 | $828.0K | 0.05% | −1,531−14.0% | Reduced |
| Valley Brook Capital Group | 9,502 | $837.0K | 0.72% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,506 | $838.0K | 0.02% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 9,506 | $838.0K | 0.48% | +9,506 | New |
| Regentatlantic Capital LLC | 9,600 | $847.0K | 0.02% | −351−3.5% | Reduced |
| CWM, LLC | 9,644 | $851.0K | 0.01% | +679+7.6% | Added |
| Cox Capital Mgt LLC | 9,849 | $869.0K | 0.55% | −441−4.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,870 | $871.0K | 0.16% | +76+0.8% | Added |
| Oppenheimer & Co Inc | 10,046 | $886.0K | 0.02% | +95+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 10,147 | $895.0K | 0.07% | −1,590−13.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,148 | $895.0K | 0.08% | +1,070+11.8% | Added |
| Anchor Capital Advisors LLC | 10,317 | $910.0K | 0.02% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 10,333 | $911.0K | 0.16% | +200+2.0% | Added |
| AGF Investments LLC | 10,593 | $934.0K | 0.08% | +10,002+1,692.4% | Added |
| Csenge Advisory Group | 10,687 | $943.0K | 0.07% | +651+6.5% | Added |
| BTR Capital Management Inc | 10,725 | $946.0K | 0.12% | −450−4.0% | Reduced |
| Kesler, Norman & Wride, LLC | 10,779 | $951.0K | 0.21% | +68+0.6% | Added |
| Bayesian Capital Management, LP | 10,868 | $958.0K | 0.14% | +10,868 | New |
| Spire Wealth Management | 10,877 | $959.0K | 0.03% | −465−4.1% | Reduced |
| Centerpoint Advisors, LLC | 10,883 | $960.0K | 0.44% | −3,650−25.1% | Reduced |
| Amplius Wealth Advisors, LLC | 11,010 | $970.0K | 0.15% | −22−0.2% | Reduced |
| Sante Capital Fund, LP | 11,048 | $974.0K | 1.09% | +11,048 | New |
| Proequities, Inc. | 11,116 | $980.0K | 0.07% | −131−1.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $981.0K | 0.02% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 11,193 | $982.0K | 0.08% | +16+0.1% | Added |
| Allstate Corp | 11,204 | $988.0K | 0.03% | −20,077−64.2% | Reduced |
| IFP Advisors, Inc | 17,699 | $991.0K | 0.01% | +14,071+387.8% | Added |
| JustInvest LLC | 11,495 | $1.01M | 0.05% | +2,500+27.8% | Added |
| Integrated Wealth Concepts LLC | 11,751 | $1.04M | 0.03% | +404+3.6% | Added |
| Banque Cantonale Vaudoise | 11,933 | $1.05M | 0.05% | −41,200−77.5% | Reduced |
| Heritage Financial Services, LLC | 12,192 | $1.07M | 0.70% | +142+1.2% | Added |
| Allworth Financial LP | 12,289 | $1.08M | 0.01% | −964−7.3% | Reduced |
| Fulcrum Asset Management LLP | – | $1.08M | 0.32% | – | – |
| Grimes & Company, Inc. | 12,407 | $1.09M | 0.06% | −44−0.4% | Reduced |
| Presima Inc. | 12,430 | $1.10M | 0.22% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,462 | $1.10M | 0.04% | −805−6.1% | Reduced |
| DC Investments Management, LLC | 12,489 | $1.10M | 1.91% | +610+5.1% | Added |