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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 851 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2022: $23.7B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q4 2021.

Institutions holding ES in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Woodstock Corp2,986$263.0K0.03%00.0%Unchanged
Abacus Wealth Partners, LLC2,940$259.3K0.12%−82−2.7%Reduced
Coastal Capital Group, Inc.2,940$259.0K0.06%+16+0.5%Added
Conning Inc.2,916$257.0K0.01%−640−18.0%Reduced
Fund Management at Engine No. 1 LLC2,911$257.0K0.06%+2,911New
Great Valley Advisor Group, Inc.2,890$255.0K0.01%+10.0%Added
Applied Capital LLC2,857$252.0K0.16%+2,857New
SeaCrest Wealth Management, LLC2,826$249.0K0.03%+10.0%Added
Adviser Investments LLC2,807$248.0K0.02%00.0%Unchanged
Lincoln National Corp2,752$243.0K0.01%−277−9.1%Reduced
Boston Private Wealth LLC2,760$243.0K0.00%−27−1.0%Reduced
Miracle Mile Advisors, LLC2,755$243.0K0.01%00.0%Unchanged
Beaton Management Co. Inc.2,729$241.0K0.15%00.0%Unchanged
Schechter Investment Advisors, LLC2,742$241.0K0.02%+172+6.7%Added
Veriti Management LLC2,717$240.0K0.03%−38−1.4%Reduced
YHB Investment Advisors, Inc.2,722$240.0K0.02%00.0%Unchanged
Main Street Financial Solutions, LLC2,703$238.0K0.03%+51+1.9%Added
Hantz Financial Services, Inc.2,681$236.0K0.01%+400+17.5%Added
West Family Investments, Inc.2,674$236.0K0.07%+2,674New
Cedrus LLC2,668$235.3K0.21%−30−1.1%Reduced
TD Private Client Wealth LLC2,656$234.2K0.01%−360−11.9%Reduced
Blueprint Investment Partners LLC2,649$234.0K0.06%+84+3.3%Added
JGP Wealth Management, LLC2,527$234.0K0.04%+179+7.6%Added
Ford Financial Group, LLC2,642$232.0K0.09%00.0%Unchanged
Capital Investment Advisory Services, LLC2,619$231.0K0.03%−172−6.2%Reduced
Sentry Investment Management LLC2,578$227.0K0.07%−946−26.8%Reduced
Newman Dignan & Sheerar, Inc.2,579$227.0K0.07%−312−10.8%Reduced
Econ Financial Services Corp2,572$227.0K0.17%+17+0.7%Added
Arkadios Wealth Advisors2,565$226.0K0.03%−92−3.5%Reduced
Glassman Wealth Services2,568$226.0K0.04%+42+1.7%Added
Cullinan Associates Inc2,557$226.0K0.01%+2,557New
Center for Financial Planning, Inc.2,547$225.0K0.05%00.0%Unchanged
Burney Co2,527$223.0K0.01%00.0%Unchanged
Tobam2,510$221.0K0.01%+1,245+98.4%Added
Lockerman Financial Group, Inc.2,490$220.0K0.59%00.0%Unchanged
Apollon Wealth Management, LLC2,491$220.0K0.02%+2,491New
Investment Partners, Ltd.2,463$217.0K0.09%+15+0.6%Added
Bank of Stockton2,440$215.0K0.07%−50−2.0%Reduced
Hilltop Holdings Inc.2,429$215.0K0.02%−25−1.0%Reduced
Northside Capital Management, LLC2,441$215.0K0.06%00.0%Unchanged
MEMBERS Trust Co2,436$215.0K0.01%00.0%Unchanged
Atlantic Union Bankshares Corp2,438$215.0K0.02%+2,438New
Atria Wealth Solutions, Inc.2,416$213.0K0.00%+2,416New
Johnson Investment Counsel Inc2,388$211.0K0.00%00.0%Unchanged
Hightower 6M Holding, LLC2,386$210.0K0.02%+2,386New
Mather Group, LLC.2,353$208.0K0.00%−389−14.2%Reduced
Capstone Investment Advisors, LLC2,360$208.0K0.00%+2,360New
Peak Financial Management, Inc.2,342$207.0K0.07%00.0%Unchanged
Global Retirement Partners, LLC2,222$206.0K0.02%+416+23.0%Added
Lebenthal Global Advisors, LLC2,320$204.0K0.09%+44+1.9%Added
Opus Capital Group, LLC2,293$202.0K0.04%00.0%Unchanged
Edgestream Partners, L.P.2,295$202.0K0.02%+2,295New
Triad Financial Advisors, Inc.2,276$201.0K0.11%−315−12.2%Reduced
Retirement Planning Co of New England, Inc.2,283$201.0K0.11%+10+0.4%Added
Sightline Wealth Advisors, LLC2,276$201.0K0.17%00.0%Unchanged
Associated Banc-Corp2,269$200.0K0.01%00.0%Unchanged
Level Four Advisory Services, LLC2,273$200.0K0.02%+2,273New
Investment Advisory Group, LLC2,282$200.0K0.12%+2,282New
West Paces Advisors Inc.2,259$199.2K0.06%+105+4.9%Added
Howe & Rusling Inc2,257$199.0K0.02%+3+0.1%Added
Montag A & Associates Inc2,200$194.0K0.01%00.0%Unchanged
Advisory Services Network, LLC2,178$192.0K0.01%+2,178New
AdvisorNet Financial, Inc2,142$189.0K0.01%−55−2.5%Reduced
Spartan Planning & Wealth Management2,145$189.0K0.24%+2,145New
Meeder Asset Management Inc2,064$182.0K0.01%+2,064New
O'Brien Wealth Partners LLC1,976$179.0K0.07%−3−0.2%Reduced
Money Concepts Capital Corp2,026$179.0K0.01%+2,026New
Bartlett & Co. LLC2,027$179.0K0.00%+2,027New
Bartlett & Co. Wealth Management LLC2,027$178.8K0.00%+2,027New
Tompkins Financial Corp2,005$177.0K0.02%00.0%Unchanged
Spirit of America Management Corp1,950$172.0K0.03%−500−20.4%Reduced
Oakworth Capital, Inc.1,911$169.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd1,914$169.0K0.01%00.0%Unchanged
Charter Oak Capital Management, LLC1,895$167.0K0.02%−198−9.5%Reduced
Endurance Wealth Management, Inc.1,889$167.0K0.02%00.0%Unchanged
Stephenson National Bank & Trust1,873$165.0K0.10%00.0%Unchanged
Accel Wealth Management1,842$165.0K0.09%+9+0.5%Added
Jones Financial Companies LLLP1,848$163.0K0.00%−78−4.0%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,840$162.0K0.00%00.0%Unchanged
Holloway Wealth Management, LLC–$150.0K0.04%––
San Luis Wealth Advisors LLC1,620$147.0K0.07%+1,620New
BerganKDV Wealth Management, LLC1,613$142.0K0.02%−1,084−40.2%Reduced
Raleigh Capital Management Inc.1,602$141.0K0.08%+161+11.2%Added
Acadian Asset Management LLC1,562$137.0K0.00%00.0%Unchanged
Tortoise Capital Advisors, L.L.C.1,543$136.0K0.00%−61,727−97.6%Reduced
Kistler-Tiffany Companies, LLC1,537$136.0K0.03%+8+0.5%Added
West Branch Capital LLC1,527$135.0K0.06%−101−6.2%Reduced
Deseret Mutual Benefit Administrators1,522$134.0K0.03%−158−9.4%Reduced
Farmers & Merchants Investments Inc1,480$131.0K0.00%00.0%Unchanged
Centaurus Financial, Inc.1,380$122.0K0.01%−1−0.1%Reduced
AlphaMark Advisors, LLC1,377$121.0K0.04%00.0%Unchanged
GoalVest Advisory LLC1,333$118.0K0.07%+1,333New
TSFG, LLC1,330$117.0K0.04%00.0%Unchanged
Whittier Trust Co of Nevada Inc1,318$116.0K0.00%+215+19.5%Added
Webster Bank, N. A.1,306$115.0K0.01%00.0%Unchanged
Leelyn Smith, LLC1,290$114.0K0.03%−250−16.2%Reduced
Selective Wealth Management, Inc.1,246$110.0K0.04%00.0%Unchanged
Zullo Investment Group, Inc.1,243$110.0K0.06%00.0%Unchanged
Gradient Investments LLC1,224$108.0K0.00%+9+0.7%Added
Sargent Bickham Lagudis LLC1,165$103.0K0.01%−471−28.8%Reduced