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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 4,682 | $413.0K | 0.01% | −307−6.2% | Reduced |
| Wealthspire Advisors, LLC | 4,673 | $412.0K | 0.01% | −950−16.9% | Reduced |
| Aspire Private Capital, LLC | 4,658 | $411.0K | 0.13% | +507+12.2% | Added |
| Toews Corp | 4,600 | $406.0K | 0.07% | +4,600 | New |
| Paloma Partners Management Co | 4,569 | $403.0K | 0.03% | +4,569 | New |
| 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 |
| Brinker Capital Investments, LLC | 4,531 | $400.0K | 0.01% | +10+0.2% | Added |
| Mondrian Investment Partners LTD | 4,517 | $398.0K | 0.01% | +672+17.5% | Added |
| 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 |
| Lido Advisors, LLC | 4,461 | $393.0K | 0.01% | +4,461 | New |
| 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 |
| Federated Hermes, Inc. | 4,436 | $391.0K | 0.00% | +1,316+42.2% | Added |
| Clifford Swan Investment Counsel LLC | 4,381 | $386.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Snowden Capital Advisors LLC | 4,243 | $374.0K | 0.01% | +3,272+337.0% | Added |
| Campbell & CO Investment Adviser LLC | 4,209 | $371.0K | 0.10% | +4,209 | New |
| Grace & White Inc | 4,200 | $370.0K | 0.07% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 4,138 | $365.0K | 0.01% | +888+27.3% | 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 |
| Signaturefd, LLC | 4,092 | $361.0K | 0.01% | +677+19.8% | Added |
| 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 |
| Parsons Capital Management Inc | 4,049 | $357.0K | 0.03% | −119−2.9% | Reduced |
| XTX Topco Ltd | 4,019 | $354.0K | 0.16% | +4,019 | New |
| Symmetry Partners, LLC | 4,000 | $353.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,927 | $345.0K | 0.00% | +236+6.4% | Added |
| Minot Wealth Management LLC | 3,888 | $343.0K | 0.07% | +73+1.9% | Added |
| United Capital Financial Advisers, LLC | 3,880 | $342.0K | 0.00% | +134+3.6% | Added |
| Tokio Marine Asset Management Co Ltd | 3,845 | $339.0K | 0.03% | +561+17.1% | Added |
| Sandy Spring Bank | 3,809 | $336.0K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 3,800 | $335.0K | 0.15% | 00.0% | Unchanged |
| Apella Capital, LLC | 3,780 | $333.0K | 0.05% | +10+0.3% | Added |
| Centre Asset Management, LLC | 3,744 | $330.0K | 0.10% | +54+1.5% | Added |
| Ayrshire Capital Management LLC | 3,695 | $326.0K | 0.19% | +3,695 | New |
| Congress Wealth Management LLC | 3,673 | $324.0K | 0.01% | +333+10.0% | Added |
| Ieq Capital, LLC | 3,658 | $323.0K | 0.01% | +198+5.7% | Added |
| Zacks Investment Management | 3,644 | $321.0K | 0.00% | +512+16.3% | Added |
| Telemus Capital, LLC | 3,612 | $319.0K | 0.03% | −95−2.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,605 | $318.0K | 0.04% | +3,605 | New |
| Parallel Advisors, LLC | 3,566 | $316.0K | 0.01% | −473−11.7% | Reduced |
| Colony Group LLC | 3,565 | $314.0K | 0.00% | −3−0.1% | Reduced |
| Geneos Wealth Management Inc. | 3,549 | $313.0K | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,537 | $312.0K | 0.02% | +547+18.3% | Added |
| MAI Capital Management | 3,528 | $311.0K | 0.01% | −248−6.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,519 | $310.0K | 0.01% | −3,212−47.7% | Reduced |
| First American Trust, FSB | 3,499 | $309.0K | 0.04% | +567+19.3% | Added |
| Mayflower Financial Advisors, LLC | 3,482 | $307.0K | 0.04% | +153+4.6% | Added |
| Trust Co of Vermont | 3,468 | $306.0K | 0.02% | −1,699−32.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $304.0K | 0.30% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,445 | $304.0K | 0.01% | +253+7.9% | Added |
| Marino, Stram & Associates LLC | 3,447 | $304.0K | 0.10% | +280+8.8% | Added |
| Cozad Asset Management Inc | 3,431 | $303.0K | 0.04% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,421 | $302.0K | 0.11% | +3,421 | New |
| Greenleaf Trust | 3,409 | $301.0K | 0.00% | −589−14.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,413 | $301.0K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,380 | $298.0K | 0.02% | +113+3.5% | Added |
| MQS Management LLC | 3,351 | $296.0K | 0.24% | +3,351 | New |
| Coastal Bridge Advisors, LLC | 3,335 | $294.0K | 0.07% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,330 | $294.0K | 0.02% | +10.0% | Added |
| Glenview Trust Co | 3,305 | $291.0K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,300 | $291.0K | 0.01% | +683+26.1% | Added |
| HM Payson & Co | 3,291 | $290.0K | 0.01% | −230−6.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,282 | $290.0K | 0.02% | +500+18.0% | Added |
| Oak Thistle LLC | 3,259 | $288.0K | 0.15% | −1,198−26.9% | Reduced |
| Smithfield Trust Co | 3,279 | $288.0K | 0.02% | +24+0.7% | Added |
| Means Investment Co., Inc. | 3,251 | $287.0K | 0.05% | −10−0.3% | Reduced |
| Calton & Associates, Inc. | 3,255 | $287.0K | 0.09% | +9+0.3% | Added |
| Johnson Midwest Financial, LLC | 3,223 | $284.0K | 0.40% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,189 | $284.0K | 0.20% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 3,200 | $282.0K | 0.06% | −300−8.6% | Reduced |
| CSM Advisors, LLC | 3,195 | $282.0K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $282.0K | 0.04% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,200 | $282.0K | 0.01% | +105+3.4% | Added |
| Albion Financial Group | 3,194 | $282.0K | 0.02% | +102+3.3% | Added |
| Financial Counselors Inc | 3,190 | $281.0K | 0.01% | −170−5.1% | Reduced |
| People's United Financial, Inc. | 3,180 | $280.0K | 0.01% | −574−15.3% | Reduced |
| Quadrant Capital Group LLC | 3,167 | $279.0K | 0.03% | −630−16.6% | Reduced |
| Sculati Wealth Management, LLC | 3,162 | $279.0K | 0.14% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,148 | $278.0K | 0.06% | −61−1.9% | Reduced |
| Graham Capital Management, L.P. | 3,155 | $278.0K | 0.01% | +3,155 | New |
| Parcion Private Wealth LLC | 2,964 | $272.0K | 0.03% | −126−4.1% | Reduced |
| EP Wealth Advisors, LLC | 3,088 | $272.0K | 0.01% | +182+6.3% | Added |
| Dearborn Partners LLC | 3,087 | $272.0K | 0.01% | +767+33.1% | Added |
| Sawtooth Solutions, LLC | 3,076 | $271.0K | 0.03% | −2,714−46.9% | Reduced |
| Cadence Wealth Management LLC | 3,042 | $268.0K | 0.21% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,035 | $268.0K | 0.01% | +508+20.1% | Added |
| Black Diamond Financial, LLC | 3,044 | $268.0K | 0.08% | +3,044 | New |
| Gateway Investment Advisers LLC | 2,992 | $264.0K | 0.00% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 2,997 | $264.0K | 0.06% | +2,997 | New |