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 |
|---|---|---|---|---|---|
| First Community Trust NA | 1,106 | $98.0K | 0.09% | +26+2.4% | Added |
| Lindbrook Capital, LLC | 1,085 | $96.0K | 0.01% | −170−13.5% | Reduced |
| RWM Asset Management, LLC | 1,085 | $96.0K | 0.02% | +426+64.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,070 | $94.0K | 0.00% | −1,000−48.3% | Reduced |
| Emfo, LLC | 1,049 | $93.0K | 0.08% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $91.0K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 950 | $84.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $83.3K | 0.04% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $83.0K | 0.01% | −49−4.9% | Reduced |
| CoreFirst Bank & Trust | 907 | $80.0K | 0.05% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 886 | $78.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 881 | $78.0K | 0.01% | +9+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $77.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 834 | $74.0K | 0.00% | +834 | New |
| Tucker Asset Management LLC | 812 | $71.6K | 0.02% | +348+75.0% | Added |
| Gould Capital, LLC | 800 | $71.0K | 0.05% | 00.0% | Unchanged |
| SWS Partners | 800 | $71.0K | 0.05% | +800 | New |
| AIA Group Ltd | 790 | $70.0K | 0.00% | +411+108.4% | Added |
| Rosenberg Matthew Hamilton | 747 | $66.0K | 0.02% | +747 | New |
| Massmutual Trust Co FSB | 734 | $65.0K | 0.00% | −108−12.8% | Reduced |
| Perkins Coie Trust Co | 734 | $65.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 708 | $62.0K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 687 | $61.0K | 0.03% | +687 | New |
| Addison Advisors LLC | 673 | $59.0K | 0.03% | +5+0.7% | Added |
| Caldwell Trust Co | 669 | $59.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 647 | $57.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 620 | $55.0K | 0.01% | +60+10.7% | Added |
| Bay Harbor Wealth Management, LLC | 615 | $54.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 600 | $53.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 590 | $52.0K | 0.01% | +328+125.2% | Added |
| Tradition Wealth Management, LLC | 570 | $50.0K | 0.01% | −5−0.9% | Reduced |
| Quent Capital, LLC | 567 | $50.0K | 0.01% | +93+19.6% | Added |
| Lloyd Advisory Services, LLC. | 557 | $49.0K | 0.02% | +28+5.3% | Added |
| Tortoise Investment Management, LLC | 544 | $48.0K | 0.01% | −17−3.0% | Reduced |
| Fairfield Financial Advisors, LTD | 536 | $47.2K | 0.02% | +536 | New |
| City Holding Co | 533 | $47.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 521 | $46.0K | 0.00% | +66+14.5% | Added |
| Versant Capital Management, Inc | 507 | $45.0K | 0.01% | +169+50.0% | Added |
| Cribstone Capital Management, LLC | 500 | $44.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 489 | $43.0K | 0.00% | +88+21.9% | Added |
| Vigilant Capital Management, LLC | 477 | $42.0K | 0.00% | −450−48.5% | Reduced |
| Tradewinds Capital Management, LLC | 479 | $42.0K | 0.01% | +4+0.8% | Added |
| MV Capital Management, Inc. | 476 | $42.0K | 0.01% | +38+8.7% | Added |
| First Command Bank | 462 | $41.0K | 0.01% | +450+3,750.0% | Added |
| First Command Financial Services, Inc. | 462 | $41.0K | 0.01% | +462 | New |
| Washington Trust Co | 450 | $40.0K | 0.00% | −222−33.0% | Reduced |
| Piscataqua Savings Bank | 450 | $40.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 433 | $38.0K | 0.02% | +44+11.3% | Added |
| Kelly Financial Services LLC | 430 | $37.9K | 0.02% | +3+0.7% | Added |
| Ahrens Investment Partners LLC | 425 | $37.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 419 | $37.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 417 | $37.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 414 | $36.0K | 0.00% | −505−55.0% | Reduced |
| Parkside Financial Bank & Trust | 391 | $34.0K | 0.01% | +71+22.2% | Added |
| Ellevest, Inc. | 388 | $34.0K | 0.00% | +333+605.5% | Added |
| TCWP LLC | 390 | $34.0K | 0.01% | +390 | New |
| Riverview Trust Co | 372 | $33.0K | 0.02% | +372 | New |
| TCI Wealth Advisors, Inc. | 362 | $32.0K | 0.00% | −10−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 358 | $32.0K | 0.01% | −7−1.9% | Reduced |
| Horan Securities, Inc. | 368 | $32.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 354 | $31.0K | 0.02% | −84−19.2% | Reduced |
| Brown Brothers Harriman & Co | 356 | $31.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 346 | $31.0K | 0.00% | +346 | New |
| Paladin Advisory Group, LLC | 334 | $30.0K | 0.02% | +334 | New |
| Hanson & Doremus Investment Management | 328 | $29.0K | 0.01% | −51−13.5% | Reduced |
| Tarbox Family Office, Inc. | 321 | $28.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 308 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 300 | $26.5K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 290 | $26.0K | 0.00% | −46−13.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 288 | $25.0K | 0.01% | −826−74.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 278 | $25.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 269 | $24.0K | 0.00% | −195−42.0% | Reduced |
| Hall Laurie J Trustee | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 262 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $22.0K | 0.01% | −16−6.0% | Reduced |
| Gleason Group, Inc. | 254 | $22.0K | 0.01% | +2+0.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 244 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 247 | $22.0K | 0.02% | +98+65.8% | Added |
| Anchor Investment Management, LLC | 246 | $21.7K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 234 | $21.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 241 | $21.0K | 0.01% | +241 | New |
| Atticus Wealth Management, LLC | 227 | $20.0K | 0.01% | −200−46.8% | Reduced |
| First Personal Financial Services | 225 | $20.0K | 0.00% | −2−0.9% | Reduced |
| JFS Wealth Advisors, LLC | 215 | $19.0K | 0.00% | +48+28.7% | Added |
| Financial Perspectives, Inc | 210 | $18.5K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 208 | $18.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 205 | $18.0K | 0.00% | −52−20.2% | Reduced |
| Valley National Advisers Inc | 194 | $17.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 194 | $17.0K | 0.00% | +7+3.7% | Added |
| GeoWealth Management, LLC | 184 | $16.0K | 0.00% | +9+5.1% | Added |
| Ancora Advisors, LLC | 167 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 155 | $14.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $13.0K | 0.01% | +29+24.8% | Added |
| Schubert & Co | 144 | $13.0K | 0.01% | +127+747.1% | Added |
| Umb Bank N A | 127 | $11.0K | 0.00% | −82−39.2% | Reduced |
| Westside Investment Management, Inc. | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $11.0K | 0.00% | 00.0% | Unchanged |