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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ahrens Investment Partners LLC | 425 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 427 | $36.0K | 0.01% | +200+88.1% | Added |
| ACG Wealth | 431 | $36.0K | 0.01% | +431 | New |
| Kelly Financial Services LLC | 433 | $36.6K | 0.02% | +3+0.7% | Added |
| AllSquare Wealth Management LLC | 433 | $37.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 450 | $38.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $38.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 462 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 462 | $39.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 477 | $40.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 478 | $40.0K | 0.01% | +2+0.4% | Added |
| Versant Capital Management, Inc | 497 | $42.0K | 0.02% | −10−2.0% | Reduced |
| Bogart Wealth, LLC | 521 | $44.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 522 | $44.0K | 0.03% | +522 | New |
| Money Concepts Capital Corp | 514 | $45.0K | 0.00% | −1,512−74.6% | Reduced |
| City Holding Co | 533 | $45.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 540 | $45.6K | 0.02% | +4+0.7% | Added |
| Tortoise Investment Management, LLC | 544 | $46.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 550 | $46.0K | 0.00% | +550 | New |
| Tradition Wealth Management, LLC | 570 | $48.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 590 | $50.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 595 | $50.0K | 0.01% | +28+4.9% | Added |
| Harbour Investments, Inc. | 597 | $50.0K | 0.00% | +597 | New |
| Heritage Wealth Advisors | 600 | $51.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 647 | $55.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 665 | $56.0K | 0.02% | +45+7.3% | Added |
| Caldwell Trust Co | 669 | $56.5K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 687 | $58.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 694 | $59.0K | 0.03% | +79+12.8% | Added |
| PSI Advisors, LLC | 708 | $60.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 705 | $60.0K | 0.04% | +32+4.8% | Added |
| Bangor Savings Bank | 714 | $60.0K | 0.01% | +714 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $61.0K | 0.00% | −345−32.2% | Reduced |
| Clear Street Markets LLC | 723 | $61.0K | 0.02% | +482+200.0% | Added |
| Massmutual Trust Co FSB | 735 | $62.0K | 0.00% | +1+0.1% | Added |
| Perkins Coie Trust Co | 734 | $62.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 747 | $65.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 797 | $66.0K | 0.00% | +383+92.5% | Added |
| Gould Capital, LLC | 800 | $68.0K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 812 | $68.6K | 0.02% | 00.0% | Unchanged |
| New England Asset Management Inc | 817 | $69.0K | 0.00% | +817 | New |
| GW&K Investment Management, LLC | 838 | $71.0K | 0.00% | +4+0.5% | Added |
| AGF Investments LLC | 881 | $74.0K | 0.01% | −9,712−91.7% | Reduced |
| Capital Advisors, Ltd. LLC | 872 | $74.0K | 0.01% | −9−1.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 874 | $74.0K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $77.0K | 0.06% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $79.7K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 950 | $80.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $80.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 991 | $84.0K | 0.03% | +991 | New |
| Sawyer & Company, Inc | 1,030 | $87.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $89.0K | 0.09% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,075 | $91.0K | 0.00% | −3,179−74.7% | Reduced |
| Manchester Capital Management LLC | 1,077 | $91.0K | 0.02% | +883+455.2% | Added |
| Sargent Bickham Lagudis LLC | 1,105 | $93.0K | 0.01% | −60−5.2% | Reduced |
| First Community Trust NA | 1,106 | $93.0K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,127 | $95.0K | 0.02% | +42+3.9% | Added |
| CX Institutional | 1,140 | $96.0K | 0.01% | +1,140 | New |
| Selective Wealth Management, Inc. | 1,246 | $105.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,243 | $105.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,248 | $105.0K | 0.01% | +1,248 | New |
| Leelyn Smith, LLC | 1,290 | $109.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,306 | $110.0K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,327 | $111.0K | 0.07% | −6−0.5% | Reduced |
| Centaurus Financial, Inc. | 1,324 | $112.0K | 0.01% | −56−4.1% | Reduced |
| Venture Visionary Partners LLC | 1,330 | $112.3K | 0.01% | +1,330 | New |
| TSFG, LLC | 1,340 | $113.0K | 0.05% | +10+0.8% | Added |
| Jones Financial Companies LLLP | 1,346 | $114.0K | 0.00% | −502−27.2% | Reduced |
| AlphaMark Advisors, LLC | 1,377 | $116.0K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,480 | $125.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,527 | $129.0K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,522 | $129.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,538 | $130.0K | 0.01% | +220+16.7% | Added |
| Kistler-Tiffany Companies, LLC | 1,546 | $131.0K | 0.03% | +9+0.6% | Added |
| Acadian Asset Management LLC | 1,562 | $132.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1,613 | $136.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,693 | $143.0K | 0.01% | −1,589−48.4% | Reduced |
| Oakworth Capital, Inc. | 1,788 | $151.0K | 0.02% | −123−6.4% | Reduced |
| Raleigh Capital Management Inc. | 1,823 | $154.0K | 0.09% | +221+13.8% | Added |
| Accel Wealth Management | 1,851 | $155.0K | 0.09% | +9+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,840 | $155.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,889 | $160.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,914 | $162.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,950 | $165.0K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,005 | $169.0K | 0.00% | −22−1.1% | Reduced |
| O'Brien Wealth Partners LLC | 1,998 | $169.0K | 0.07% | +22+1.1% | Added |
| Tompkins Financial Corp | 2,005 | $169.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,005 | $169.4K | 0.00% | −22−1.1% | Reduced |
| Gradient Investments LLC | 2,024 | $171.0K | 0.00% | +800+65.4% | Added |
| Meeder Asset Management Inc | 2,075 | $175.0K | 0.01% | +11+0.5% | Added |
| Charter Oak Capital Management, LLC | 2,074 | $175.0K | 0.02% | +179+9.4% | Added |
| Private Trust Co NA | 2,131 | $180.0K | 0.03% | +2,131 | New |
| Sentry Investment Management LLC | 2,158 | $182.0K | 0.08% | −420−16.3% | Reduced |
| Stephenson National Bank & Trust | 2,160 | $182.0K | 0.11% | +287+15.3% | Added |
| AdvisorNet Financial, Inc | 2,166 | $183.0K | 0.02% | +24+1.1% | Added |
| Montag A & Associates Inc | 2,200 | $186.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,239 | $189.0K | 0.02% | +17+0.8% | Added |
| Howe & Rusling Inc | 2,250 | $190.0K | 0.02% | −7−0.3% | Reduced |
| Advisory Services Network, LLC | 2,307 | $195.0K | 0.01% | +129+5.9% | Added |
| Hightower 6M Holding, LLC | 2,386 | $202.0K | 0.02% | 00.0% | Unchanged |