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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, Q2 2022

Institutional positions in Eversource Energy as of Jun 30, 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
854
+17 vs. Q1 2022
Shares held
272.2M
+5.57M (+2.1%) vs. Q1 2022
Total value
$23.0B
−$369.0M (−1.6%) vs. Q1 2022
New holders
78
347 more added
Sold out
61
248 more reduced

14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 854 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 heldQ2 2022: $23.0B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2022.

Institutions holding ES in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JJJ Advisors Inc.3$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$00.00%00.0%Unchanged
Curi Capital4$00.00%00.0%Unchanged
WestEnd Advisors, LLC4$3370.00%+4New
Financial Synergies Wealth Advisors, Inc.5$4230.00%+5New
Cullen/Frost Bankers, Inc.14$1.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp15$1.00K0.00%−1−6.3%Reduced
Marquette Asset Management, LLC8$1.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC12$1.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC11$1.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.15$1.00K0.00%+15New
SRS Capital Advisors, Inc.11$1.00K0.00%+11New
Carmichael Hill & Associates, Inc.16$1.00K0.00%+16New
Avion Wealth14$1.00K0.00%+14New
SOA Wealth Advisors, LLC.26$2.00K0.00%−47−64.4%Reduced
Fieldpoint Private Securities, LLC20$2.00K0.00%−15−42.9%Reduced
Hazlett, Burt & Watson, Inc.27$2.00K0.00%00.0%Unchanged
American National Bank18$2.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp24$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC28$2.00K0.00%00.0%Unchanged
Pacifica Partners Inc.20$2.00K0.00%00.0%Unchanged
Disciplined Investments, LLC27$2.00K0.00%+6+28.6%Added
Delos Wealth Advisors, LLC28$2.00K0.00%00.0%Unchanged
Larson Financial Group LLC20$2.00K0.00%+20New
Castleview Partners, LLC32$2.90K0.00%−49−60.5%Reduced
Ancora Advisors, LLC31$3.00K0.00%−136−81.4%Reduced
Thomas J. Herzfeld Advisors, Inc.40$3.00K0.00%00.0%Unchanged
Evoke Wealth, LLC41$3.00K0.00%−5−10.9%Reduced
Winch Advisory Services, LLC38$3.00K0.00%−1−2.6%Reduced
McIlrath & Eck, LLC36$3.00K0.00%00.0%Unchanged
Sierra Capital LLC32$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC33$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.34$3.00K0.00%00.0%Unchanged
Hallmark Capital Management Inc36$3.00K0.00%+36New
Ci Investments Inc.42$4.00K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc47$4.00K0.00%+47New
Ronald Blue Trust, Inc.49$4.00K0.00%+49New
Morton Brown Family Wealth, LLC47$4.00K0.00%+47New
High Net Worth Advisory Group LLC56$5.00K0.00%−59−51.3%Reduced
Proffitt & Goodson Inc65$5.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC55$5.00K0.01%00.0%Unchanged
Bell Investment Advisors, Inc59$5.00K0.00%+59New
Eagle Bay Advisors LLC67$5.66K0.00%+67New
Raffa Wealth Management, LLC71$6.00K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC75$6.00K0.01%00.0%Unchanged
Solstein Capital, LLC69$6.00K0.00%00.0%Unchanged
Crewe Advisors LLC72$6.00K0.00%+72New
Plante Moran Financial Advisors, LLC84$7.00K0.00%+70+500.0%Added
United Community Bank90$7.60K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.93$7.86K0.00%+15+19.2%Added
Prestige Wealth Management Group LLC94$8.00K0.00%−4−4.1%Reduced
Hexagon Capital Partners LLC93$8.00K0.00%+93New
Column Capital Advisors, LLC111$9.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC108$9.12K0.00%00.0%Unchanged
Norway Savings Bank117$10.0K0.01%00.0%Unchanged
Umb Bank N A127$11.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.134$11.0K0.00%00.0%Unchanged
Investors Research Corp130$11.0K0.00%00.0%Unchanged
Retirement Group, LLC146$12.0K0.00%00.0%Unchanged
CoreCap Advisors, LLC137$12.0K0.00%+137New
Steward Financial Group LLC151$12.0K0.01%+151New
Clean Yield Group155$13.0K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC176$15.0K0.00%−182−50.8%Reduced
Loomis Sayles & Co L P185$16.0K0.00%−20−9.8%Reduced
Valley National Advisers Inc194$16.0K0.00%00.0%Unchanged
North Star Investment Management Corp.191$16.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.188$16.0K0.00%00.0%Unchanged
Schubert & Co193$16.0K0.01%+49+34.0%Added
Robbins Farley LLC200$17.0K0.02%+200New
TD Waterhouse Canada Inc.203$17.7K0.00%−5−2.4%Reduced
Financial Perspectives, Inc210$17.7K0.01%00.0%Unchanged
GeoWealth Management, LLC225$18.0K0.00%+41+22.3%Added
First Personal Financial Services225$19.0K0.01%00.0%Unchanged
Anchor Investment Management, LLC246$20.8K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA244$21.0K0.02%00.0%Unchanged
City State Bank250$21.0K0.01%00.0%Unchanged
Gleason Group, Inc.256$22.0K0.01%+2+0.8%Added
Covestor Ltd259$22.0K0.02%+12+4.9%Added
JFS Wealth Advisors, LLC265$22.0K0.00%+50+23.3%Added
Fairfield, Bush & Co.266$22.0K0.01%+266New
Graves-Light Private Wealth Management, Inc.278$23.0K0.00%00.0%Unchanged
Baldwin Brothers Inc269$23.0K0.00%00.0%Unchanged
Hall Laurie J Trustee270$23.0K0.01%00.0%Unchanged
Salem Investment Counselors Inc290$24.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC288$24.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC300$25.0K0.02%−200−40.0%Reduced
Cascade Investment Advisors, Inc.300$25.3K0.02%00.0%Unchanged
Ellevest, Inc.312$26.0K0.00%−76−19.6%Reduced
TCI Wealth Advisors, Inc.309$26.0K0.00%−53−14.6%Reduced
Country Trust Bank308$26.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management328$28.0K0.01%00.0%Unchanged
MCF Advisors LLC346$29.0K0.00%00.0%Unchanged
Goodwin Investment Advisory354$29.9K0.02%00.0%Unchanged
Riverview Trust Co372$31.0K0.03%00.0%Unchanged
Horan Securities, Inc.368$31.0K0.02%00.0%Unchanged
Brown Brothers Harriman & Co370$31.0K0.00%+14+3.9%Added
Parkside Financial Bank & Trust392$33.0K0.01%+1+0.3%Added
Zions Bancorporation, N.A.403$34.0K0.00%−86−17.6%Reduced
Credit Agricole S A419$35.0K0.00%00.0%Unchanged
Covington Capital Management417$35.0K0.00%00.0%Unchanged