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 |
|---|---|---|---|---|---|
| Unigestion Holding SA | 8,504 | $750.0K | 0.03% | +8,504 | New |
| My Legacy Advisors, LLC | 8,474 | $747.0K | 0.35% | +8,474 | New |
| Stratos Wealth Partners, LTD. | 8,420 | $743.0K | 0.02% | +282+3.5% | Added |
| Cambridge Trust Co | 8,322 | $734.0K | 0.03% | −1,296−13.5% | Reduced |
| McDonald Partners LLC | 8,289 | $731.0K | 0.16% | +8,289 | New |
| Whittier Trust Co | 8,276 | $730.0K | 0.01% | +56+0.7% | Added |
| Davenport & Co LLC | 8,198 | $723.0K | 0.01% | −1,000−10.9% | Reduced |
| Crestwood Advisors Group LLC | 8,160 | $720.0K | 0.02% | −45−0.5% | Reduced |
| Bridgeworth, LLC | 8,024 | $708.0K | 0.16% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,013 | $707.0K | 0.07% | −150−1.8% | Reduced |
| Veritable, L.P. | 7,956 | $702.0K | 0.01% | +118+1.5% | Added |
| Occudo Quantitative Strategies LP | 7,945 | $701.0K | 0.06% | +7,945 | New |
| Vontobel Holding Ltd. | 7,816 | $693.0K | 0.01% | +613+8.5% | Added |
| Los Angeles Capital Management LLC | 7,702 | $679.0K | 0.00% | +7,702 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 7,641 | $674.0K | 0.19% | +19+0.2% | Added |
| 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 |
| Shelton Capital Management | 7,574 | $668.0K | 0.02% | 00.0% | Unchanged |
| Prudential PLC | 7,546 | $665.0K | 0.01% | −3,402−31.1% | Reduced |
| Stephens Inc | 7,488 | $660.0K | 0.01% | −34−0.5% | Reduced |
| Cetera Advisors LLC | 7,473 | $659.0K | 0.01% | +288+4.0% | Added |
| Vident Investment Advisory, LLC | 7,385 | $650.0K | 0.02% | −2,273−23.5% | Reduced |
| Flputnam Investment Management Co | 7,275 | $642.0K | 0.02% | +7,275 | New |
| Hills Bank & Trust Co | 7,188 | $634.0K | 0.09% | 00.0% | Unchanged |
| Cerity Partners LLC | 9,492 | $629.0K | 0.01% | +436+4.8% | Added |
| Strategic Investment Advisors | 7,104 | $627.0K | 0.12% | −159−2.2% | Reduced |
| Huntington National Bank | 6,919 | $610.0K | 0.01% | −171−2.4% | Reduced |
| Independent Advisor Alliance | 6,881 | $607.0K | 0.03% | +137+2.0% | Added |
| Fiduciary Trust Co | 6,792 | $599.0K | 0.01% | −419−5.8% | Reduced |
| CPWM, LLC | 6,742 | $595.0K | 0.04% | −105−1.5% | 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 |
| Kestra Private Wealth Services, LLC | 6,714 | $592.0K | 0.03% | −344−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 6,707 | $591.0K | 0.01% | +6,707 | New |
| Empirical Finance, LLC | 6,559 | $578.0K | 0.06% | +739+12.7% | Added |
| Aevitas Wealth Management, Inc. | 6,455 | $569.0K | 0.35% | +18+0.3% | Added |
| FineMark National Bank & Trust | 6,440 | $568.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 6,419 | $566.0K | 0.05% | +10.0% | Added |
| Barry Investment Advisors, LLC | 6,365 | $561.0K | 0.15% | +66+1.0% | Added |
| Wetherby Asset Management Inc | 6,233 | $550.0K | 0.03% | −478−7.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,212 | $548.0K | 0.02% | +169+2.8% | Added |
| 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 |
| Intrua Financial, LLC | 6,142 | $542.0K | 0.10% | −101−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 6,108 | $538.0K | 0.01% | +184+3.1% | Added |
| Pearl River Capital, LLC | 6,053 | $534.0K | 0.15% | +6,053 | New |
| Cigna Investments Inc | 6,026 | $532.0K | 0.07% | −1,704−22.0% | Reduced |
| Sound Income Strategies, LLC | 5,888 | $519.0K | 0.06% | +12+0.2% | Added |
| Cresset Asset Management, LLC | 5,884 | $518.0K | 0.01% | −855−12.7% | Reduced |
| Wedbush Securities Inc | 5,868 | $517.0K | 0.02% | −96−1.6% | Reduced |
| Boston Family Office LLC | 5,847 | $516.0K | 0.04% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 5,835 | $515.0K | 0.00% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 5,832 | $514.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5,837 | $510.0K | 0.10% | +2,443+72.0% | Added |
| IndexIQ Advisors LLC | 5,760 | $508.0K | 0.02% | −981−14.6% | Reduced |
| Barber Financial Group, Inc. | 5,729 | $505.0K | 0.07% | +45+0.8% | Added |
| Knuff & Co LLC | 5,714 | $504.0K | 0.18% | 00.0% | Unchanged |
| Brown Advisory Inc | 5,672 | $500.0K | 0.00% | +2,754+94.4% | Added |
| American Portfolios Advisors | 5,633 | $496.7K | 0.02% | +84+1.5% | Added |
| 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 |
| J.W. Cole Advisors, Inc. | 5,607 | $494.0K | 0.03% | −745−11.7% | Reduced |
| FourThought Financial, LLC | 5,593 | $493.0K | 0.06% | −84−1.5% | Reduced |
| Savant Capital, LLC | 5,542 | $489.0K | 0.02% | −28−0.5% | 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 |
| 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 |
| Thomasville National Bank | 5,462 | $482.0K | 0.05% | −80−1.4% | Reduced |
| 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 |
| American State Bank (Iowa) | 5,436 | $479.4K | 0.33% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,440 | $479.0K | 0.06% | +2,438+81.2% | Added |
| KC Investment Advisors, LLC | 5,408 | $477.0K | 0.33% | −59−1.1% | Reduced |
| CAPROCK Group, Inc. | 5,351 | $472.0K | 0.04% | +2,360+78.9% | Added |
| 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 |
| Great Lakes Advisors, LLC | 5,297 | $467.0K | 0.01% | −19−0.4% | Reduced |
| Concord Wealth Partners | 5,257 | $464.0K | 0.12% | +54+1.0% | Added |
| Sterling Investment Counsel, LLC | 5,152 | $454.0K | 0.31% | −300−5.5% | Reduced |
| 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 |
| Wells Trecaso Financial Group, LLC | 5,097 | $450.0K | 0.20% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,072 | $447.0K | 0.03% | −209−4.0% | Reduced |
| Baystate Wealth Management LLC | 5,046 | $445.0K | 0.04% | +37+0.7% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $442.0K | 0.31% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,971 | $438.0K | 0.00% | +2,208+79.9% | Added |
| Summit X, LLC | 4,918 | $436.0K | 0.11% | +38+0.8% | Added |
| 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 |
| 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 |
| Connecticut Wealth Management, LLC | 4,851 | $428.0K | 0.03% | +87+1.8% | Added |
| Central Trust Co | 4,818 | $425.0K | 0.01% | −1,274−20.9% | Reduced |
| Boston Financial Mangement LLC | 4,784 | $422.0K | 0.02% | −3−0.1% | Reduced |
| NorthRock Partners, LLC | 4,764 | $420.0K | 0.04% | −14−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,758 | $419.6K | 0.00% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,721 | $416.0K | 0.02% | −202−4.1% | Reduced |