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 |
|---|---|---|---|---|---|
| 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 |
| Keybank National Association | 19,342 | $1.71M | 0.01% | +654+3.5% | Added |
| Kestra Advisory Services, LLC | 18,722 | $1.65M | 0.02% | −550−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 18,640 | $1.64M | 0.13% | +54+0.3% | Added |
| Private Advisor Group, LLC | 18,612 | $1.64M | 0.01% | +101+0.5% | Added |
| Welch & Forbes LLC | 18,553 | $1.64M | 0.03% | −1,638−8.1% | Reduced |
| Desjardins Global Asset Management Inc. | 18,518 | $1.63M | 0.14% | +1,758+10.5% | Added |
| Cordatus Wealth Management LLC | 18,088 | $1.59M | 0.56% | −51−0.3% | Reduced |
| Rockland Trust Co | 18,021 | $1.59M | 0.10% | −842−4.5% | Reduced |
| Corient Capital Partners, LLC | 18,004 | $1.59M | 0.10% | +945+5.5% | Added |
| Palladium Partners LLC | 17,870 | $1.58M | 0.07% | −258−1.4% | Reduced |
| Vestcor Inc | 17,737 | $1.56M | 0.05% | +1,197+7.2% | Added |
| Pacer Advisors, Inc. | 17,650 | $1.56M | 0.01% | −924−5.0% | Reduced |
| Cetera Advisor Networks LLC | 17,489 | $1.54M | 0.02% | +1,986+12.8% | Added |
| Beacon Pointe Advisors, LLC | 17,126 | $1.51M | 0.02% | +9,110+113.6% | Added |
| Principle Wealth Partners LLC | 17,082 | $1.51M | 0.16% | 00.0% | Unchanged |
| Atria Investments LLC | 16,574 | $1.46M | 0.03% | +218+1.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 16,500 | $1.46M | 0.02% | −31,500−65.6% | Reduced |
| 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 |
| Icon Wealth Partners, LLC | 15,955 | $1.41M | 0.14% | +400+2.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.39M | 0.12% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 15,019 | $1.39M | 0.31% | +610+4.2% | Added |
| Seven Eight Capital, LP | 15,628 | $1.38M | 0.18% | +15,628 | New |
| MJP Associates Inc | 15,437 | $1.36M | 0.35% | +204+1.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,159 | $1.34M | 0.03% | −308−2.0% | Reduced |
| Thrivent Financial for Lutherans | 15,105 | $1.33M | 0.00% | +35+0.2% | Added |
| Members Capital Advisors Inc | 15,000 | $1.32M | 0.85% | 00.0% | Unchanged |
| Martingale Asset Management L P | 14,922 | $1.32M | 0.02% | −4,100−21.6% | Reduced |
| Cetera Investment Advisers | 14,864 | $1.31M | 0.02% | +231+1.6% | Added |
| Heritage Trust Co | 14,557 | $1.28M | 0.18% | +30.0% | Added |
| Sowa Financial Group, Inc. | 14,530 | $1.28M | 0.77% | +106+0.7% | Added |
| Gsa Capital Partners LLP | 14,385 | $1.27M | 0.17% | +14,385 | New |
| 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 |
| 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 |
| Achmea Investment Management B.V. | 14,095 | $1.24M | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,375 | $1.23M | 0.02% | +466+3.6% | Added |
| Rockefeller Capital Management L.P. | 13,722 | $1.21M | 0.01% | −510−3.6% | Reduced |
| Finer Wealth Management, Inc. | 13,622 | $1.20M | 0.98% | −1,144−7.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,612 | $1.20M | 0.05% | +8,982+194.0% | Added |
| SG Americas Securities, LLC | 13,346 | $1.18M | 0.01% | −61,699−82.2% | Reduced |
| St Germain D J Co Inc | 13,084 | $1.15M | 0.06% | −15,098−53.6% | Reduced |
| SC&H Financial Advisors, Inc. | 12,937 | $1.14M | 0.54% | +60.0% | Added |
| Ameritas Investment Partners, Inc. | 12,943 | $1.14M | 0.04% | +85+0.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,679 | $1.14M | 0.02% | +239+1.9% | Added |
| Essex Financial Services, Inc. | 12,841 | $1.13M | 0.11% | +181+1.4% | Added |
| Ergoteles LLC | 12,655 | $1.12M | 0.04% | +3,205+33.9% | Added |
| AlphaCrest Capital Management LLC | 12,521 | $1.10M | 0.06% | −2,529−16.8% | Reduced |
| DC Investments Management, LLC | 12,489 | $1.10M | 1.91% | +610+5.1% | Added |
| Moneta Group Investment Advisors LLC | 12,462 | $1.10M | 0.04% | −805−6.1% | Reduced |
| Presima Inc. | 12,430 | $1.10M | 0.22% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 12,407 | $1.09M | 0.06% | −44−0.4% | Reduced |
| Allworth Financial LP | 12,289 | $1.08M | 0.01% | −964−7.3% | Reduced |
| Fulcrum Asset Management LLP | – | $1.08M | 0.32% | – | – |
| Heritage Financial Services, LLC | 12,192 | $1.07M | 0.70% | +142+1.2% | Added |
| Banque Cantonale Vaudoise | 11,933 | $1.05M | 0.05% | −41,200−77.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,751 | $1.04M | 0.03% | +404+3.6% | Added |
| JustInvest LLC | 11,495 | $1.01M | 0.05% | +2,500+27.8% | Added |
| IFP Advisors, Inc | 17,699 | $991.0K | 0.01% | +14,071+387.8% | Added |
| Allstate Corp | 11,204 | $988.0K | 0.03% | −20,077−64.2% | Reduced |
| Bard Financial Services, Inc. | 11,193 | $982.0K | 0.08% | +16+0.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $981.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 11,116 | $980.0K | 0.07% | −131−1.2% | Reduced |
| Sante Capital Fund, LP | 11,048 | $974.0K | 1.09% | +11,048 | New |
| Amplius Wealth Advisors, LLC | 11,010 | $970.0K | 0.15% | −22−0.2% | Reduced |
| Centerpoint Advisors, LLC | 10,883 | $960.0K | 0.44% | −3,650−25.1% | Reduced |
| Spire Wealth Management | 10,877 | $959.0K | 0.03% | −465−4.1% | Reduced |
| Bayesian Capital Management, LP | 10,868 | $958.0K | 0.14% | +10,868 | New |
| Kesler, Norman & Wride, LLC | 10,779 | $951.0K | 0.21% | +68+0.6% | Added |
| BTR Capital Management Inc | 10,725 | $946.0K | 0.12% | −450−4.0% | Reduced |
| Csenge Advisory Group | 10,687 | $943.0K | 0.07% | +651+6.5% | Added |
| AGF Investments LLC | 10,593 | $934.0K | 0.08% | +10,002+1,692.4% | Added |
| Baker Ellis Asset Management LLC | 10,333 | $911.0K | 0.16% | +200+2.0% | Added |
| Anchor Capital Advisors LLC | 10,317 | $910.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Oppenheimer & Co Inc | 10,046 | $886.0K | 0.02% | +95+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,870 | $871.0K | 0.16% | +76+0.8% | Added |
| Cox Capital Mgt LLC | 9,849 | $869.0K | 0.55% | −441−4.3% | Reduced |
| CWM, LLC | 9,644 | $851.0K | 0.01% | +679+7.6% | Added |
| Regentatlantic Capital LLC | 9,600 | $847.0K | 0.02% | −351−3.5% | Reduced |
| 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 |
| Valley Brook Capital Group | 9,502 | $837.0K | 0.72% | 00.0% | Unchanged |
| Advisor Partners LLC | 9,384 | $828.0K | 0.05% | −1,531−14.0% | Reduced |
| Chatham Capital Group, Inc. | 9,381 | $827.0K | 0.16% | 00.0% | Unchanged |
| South State Corp. | 9,347 | $824.0K | 0.07% | −663−6.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,159 | $807.0K | 0.00% | −2,178−19.2% | Reduced |
| Freestone Capital Holdings, LLC | 9,130 | $805.0K | 0.03% | +2,630+40.5% | Added |
| Destination Wealth Management | 9,093 | $802.0K | 0.03% | +4,897+116.7% | Added |
| Inverness Counsel LLC | 9,069 | $800.0K | 0.04% | +401+4.6% | Added |
| Arete Wealth Advisors, LLC | 8,922 | $787.0K | 0.07% | +34+0.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,917 | $786.0K | 0.18% | +5,206+140.3% | Added |
| Redpoint Investment Management Pty Ltd | 8,906 | $785.0K | 0.08% | −21,895−71.1% | Reduced |
| National Asset Management, Inc. | 8,735 | $771.0K | 0.03% | −1,742−16.6% | Reduced |
| Banque Pictet & Cie SA | 8,699 | $767.0K | 0.01% | −769−8.1% | Reduced |
| Valmark Advisers, Inc. | 8,616 | $760.0K | 0.01% | +133+1.6% | Added |