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 |
|---|---|---|---|---|---|
| AlphaCrest Capital Management LLC | 12,521 | $1.10M | 0.06% | −2,529−16.8% | Reduced |
| Ergoteles LLC | 12,655 | $1.12M | 0.04% | +3,205+33.9% | Added |
| Essex Financial Services, Inc. | 12,841 | $1.13M | 0.11% | +181+1.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,679 | $1.14M | 0.02% | +239+1.9% | Added |
| Ameritas Investment Partners, Inc. | 12,943 | $1.14M | 0.04% | +85+0.7% | Added |
| SC&H Financial Advisors, Inc. | 12,937 | $1.14M | 0.54% | +60.0% | Added |
| St Germain D J Co Inc | 13,084 | $1.15M | 0.06% | −15,098−53.6% | Reduced |
| SG Americas Securities, LLC | 13,346 | $1.18M | 0.01% | −61,699−82.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,612 | $1.20M | 0.05% | +8,982+194.0% | Added |
| Finer Wealth Management, Inc. | 13,622 | $1.20M | 0.98% | −1,144−7.7% | Reduced |
| Rockefeller Capital Management L.P. | 13,722 | $1.21M | 0.01% | −510−3.6% | Reduced |
| Brookstone Capital Management | 13,375 | $1.23M | 0.02% | +466+3.6% | Added |
| Achmea Investment Management B.V. | 14,095 | $1.24M | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 14,190 | $1.25M | 0.10% | −6,090−30.0% | Reduced |
| Claro Advisors LLC | 13,746 | $1.25M | 0.45% | 00.0% | Unchanged |
| Regions Financial Corp | 14,251 | $1.26M | 0.01% | +13+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,250 | $1.26M | 0.00% | +14,250 | New |
| Gsa Capital Partners LLP | 14,385 | $1.27M | 0.17% | +14,385 | New |
| Sowa Financial Group, Inc. | 14,530 | $1.28M | 0.77% | +106+0.7% | Added |
| Heritage Trust Co | 14,557 | $1.28M | 0.18% | +30.0% | Added |
| Cetera Investment Advisers | 14,864 | $1.31M | 0.02% | +231+1.6% | Added |
| Martingale Asset Management L P | 14,922 | $1.32M | 0.02% | −4,100−21.6% | Reduced |
| Members Capital Advisors Inc | 15,000 | $1.32M | 0.85% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 15,105 | $1.33M | 0.00% | +35+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,159 | $1.34M | 0.03% | −308−2.0% | Reduced |
| MJP Associates Inc | 15,437 | $1.36M | 0.35% | +204+1.3% | Added |
| Seven Eight Capital, LP | 15,628 | $1.38M | 0.18% | +15,628 | New |
| Paradigm Financial Partners, LLC | 15,019 | $1.39M | 0.31% | +610+4.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.39M | 0.12% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 15,955 | $1.41M | 0.14% | +400+2.6% | Added |
| Opus Investment Management Inc | 16,000 | $1.41M | 0.22% | −5,000−23.8% | Reduced |
| Profund Advisors LLC | 16,003 | $1.41M | 0.06% | +1,204+8.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 16,500 | $1.46M | 0.02% | −31,500−65.6% | Reduced |
| Atria Investments LLC | 16,574 | $1.46M | 0.03% | +218+1.3% | Added |
| Principle Wealth Partners LLC | 17,082 | $1.51M | 0.16% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 17,126 | $1.51M | 0.02% | +9,110+113.6% | Added |
| Cetera Advisor Networks LLC | 17,489 | $1.54M | 0.02% | +1,986+12.8% | Added |
| Pacer Advisors, Inc. | 17,650 | $1.56M | 0.01% | −924−5.0% | Reduced |
| Vestcor Inc | 17,737 | $1.56M | 0.05% | +1,197+7.2% | Added |
| Palladium Partners LLC | 17,870 | $1.58M | 0.07% | −258−1.4% | Reduced |
| Corient Capital Partners, LLC | 18,004 | $1.59M | 0.10% | +945+5.5% | Added |
| Rockland Trust Co | 18,021 | $1.59M | 0.10% | −842−4.5% | Reduced |
| Cordatus Wealth Management LLC | 18,088 | $1.59M | 0.56% | −51−0.3% | Reduced |
| Desjardins Global Asset Management Inc. | 18,518 | $1.63M | 0.14% | +1,758+10.5% | Added |
| Welch & Forbes LLC | 18,553 | $1.64M | 0.03% | −1,638−8.1% | Reduced |
| Private Advisor Group, LLC | 18,612 | $1.64M | 0.01% | +101+0.5% | Added |
| Stratos Wealth Advisors, LLC | 18,640 | $1.64M | 0.13% | +54+0.3% | Added |
| Kestra Advisory Services, LLC | 18,722 | $1.65M | 0.02% | −550−2.9% | Reduced |
| Keybank National Association | 19,342 | $1.71M | 0.01% | +654+3.5% | Added |
| Icon Advisers Inc | 19,400 | $1.71M | 0.29% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 19,398 | $1.71M | 0.18% | +136+0.7% | Added |
| Pensionfund Sabic | 20,000 | $1.76M | 0.44% | −4,500−18.4% | Reduced |
| New Mexico Educational Retirement Board | 20,016 | $1.76M | 0.07% | −1,000−4.8% | Reduced |
| D.A. Davidson & Co. | 20,384 | $1.80M | 0.02% | −259−1.3% | Reduced |
| Tiaa, FSB | 20,806 | $1.83M | 0.01% | −2,482−10.7% | Reduced |
| MML Investors Services, LLC | 20,834 | $1.84M | 0.01% | −718−3.3% | Reduced |
| CIBC World Markets Corp | 20,908 | $1.84M | 0.01% | +8,653+70.6% | Added |
| Glenmede Trust Co NA | 21,005 | $1.85M | 0.01% | +3,506+20.0% | Added |
| Park Avenue Securities LLC | 21,010 | $1.85M | 0.03% | +48+0.2% | Added |
| Daiwa Securities Group Inc. | 21,130 | $1.86M | 0.01% | +736+3.6% | Added |
| Metropolitan Life Insurance Co | 21,216 | $1.87M | 0.07% | −18,070−46.0% | Reduced |
| Winton Group Ltd | 21,255 | $1.87M | 0.10% | +21,255 | New |
| Duality Advisers, LP | 21,484 | $1.90M | 0.20% | +21,484 | New |
| Blueshift Asset Management, LLC | 21,767 | $1.92M | 0.17% | +21,767 | New |
| Kentucky Retirement Systems | 21,914 | $1.93M | 0.08% | +1,182+5.7% | Added |
| Kenfarb & Co. | 22,250 | $1.96M | 1.55% | 00.0% | Unchanged |
| Xponance, Inc. | 22,404 | $1.98M | 0.03% | +818+3.8% | Added |
| Louisiana State Employees Retirement System | 21,700 | $2.02M | 0.05% | +200+0.9% | Added |
| Mariner, LLC | 23,002 | $2.03M | 0.01% | +1,977+9.4% | Added |
| Baird Financial Group, Inc. | 23,436 | $2.07M | 0.01% | +966+4.3% | Added |
| Aaron Wealth Advisors | 182,376 | $2.07M | 0.04% | +182,376 | New |
| ING Groep NV | 23,547 | $2.08M | 0.02% | −25,125−51.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,923 | $2.11M | 0.04% | +46+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 24,283 | $2.14M | 0.02% | −1,056−4.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 24,570 | $2.17M | 0.01% | +6,452+35.6% | Added |
| Swiss Life Asset Management Ltd | 24,838 | $2.18M | 0.03% | −1,229−4.7% | Reduced |
| Clarkston Capital Partners, LLC | 25,000 | $2.21M | 0.04% | +25,000 | New |
| First PREMIER Bank | 25,136 | $2.22M | 0.58% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,509 | $2.25M | 0.04% | −611−2.3% | Reduced |
| Miller Howard Investments Inc | 25,969 | $2.29M | 0.08% | −1,027−3.8% | Reduced |
| Maryland State Retirement & Pension System | 26,300 | $2.32M | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 26,477 | $2.33M | 0.04% | +790+3.1% | Added |
| Elo Mutual Pension Insurance Co | 27,040 | $2.38M | 0.07% | +956+3.7% | Added |
| Northcape Wealth Management, LLC | 27,261 | $2.40M | 0.70% | +1,114+4.3% | Added |
| JB Capital LLC | 27,375 | $2.42M | 0.24% | −4,885−15.1% | Reduced |
| Assenagon Asset Management S.A. | 27,420 | $2.42M | 0.01% | +620+2.3% | Added |
| Oregon Public Employees Retirement Fund | 27,607 | $2.44M | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 27,874 | $2.46M | 0.05% | −394−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 28,040 | $2.47M | 0.17% | −2,708−8.8% | Reduced |
| FDx Advisors, Inc. | 28,768 | $2.54M | 0.09% | −11,690−28.9% | Reduced |
| Ascent Group, LLC | 28,913 | $2.55M | 0.30% | −271−0.9% | Reduced |
| KBC Group NV | 29,595 | $2.61M | 0.01% | −279,895−90.4% | Reduced |
| Prospera Financial Services Inc | 29,773 | $2.63M | 0.11% | +1,512+5.4% | Added |
| Crossmark Global Holdings, Inc. | 30,305 | $2.67M | 0.06% | −340−1.1% | Reduced |
| Kinneret Advisory, LLC | 30,681 | $2.71M | 0.30% | +687+2.3% | Added |
| Alberta Investment Management Corp | 30,800 | $2.72M | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 31,126 | $2.74M | 0.01% | +945+3.1% | Added |
| Lockheed Martin Investment Management Co | 31,400 | $2.77M | 0.15% | −5,700−15.4% | Reduced |
| Tocqueville Asset Management L.P. | 31,680 | $2.79M | 0.04% | −2,990−8.6% | Reduced |
| Oxler Private Wealth LLC | 31,833 | $2.81M | 1.27% | +227+0.7% | Added |