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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
Pure Financial Advisors, Inc.2,390$202.0K0.01%+2,390New
Atlantic Union Bankshares Corp2,438$206.0K0.02%00.0%Unchanged
Bank of Stockton2,440$206.0K0.08%00.0%Unchanged
Northside Capital Management, LLC2,441$206.0K0.07%00.0%Unchanged
MEMBERS Trust Co2,436$206.0K0.01%00.0%Unchanged
Lockerman Financial Group, Inc.2,498$211.0K0.67%+8+0.3%Added
InterOcean Capital Group, LLC2,500$211.0K0.01%+2,500New
Stock Yards Bank & Trust Co2,505$212.0K0.01%+2,505New
TD Private Client Wealth LLC2,519$212.8K0.01%−137−5.2%Reduced
Burney Co2,527$213.0K0.01%00.0%Unchanged
RWM Asset Management, LLC2,539$214.0K0.05%+1,454+134.0%Added
Private Capital Group, LLC2,546$215.0K0.16%−602−19.1%Reduced
Center for Financial Planning, Inc.2,547$215.0K0.05%00.0%Unchanged
Cullinan Associates Inc2,557$216.0K0.01%00.0%Unchanged
SBB Research Group LLC2,574$217.0K0.09%+2,574New
Corton Capital Inc.2,574$217.0K0.20%+2,574New
Newman Dignan & Sheerar, Inc.2,580$218.0K0.07%+10.0%Added
Johnson Investment Counsel Inc2,584$218.0K0.00%+196+8.2%Added
West Paces Advisors Inc.2,589$218.7K0.07%+330+14.6%Added
Econ Financial Services Corp2,591$219.0K0.18%+19+0.7%Added
Federated Hermes, Inc.2,612$220.0K0.00%−1,824−41.1%Reduced
Atria Wealth Solutions, Inc.2,617$221.0K0.00%+201+8.3%Added
Arkadios Wealth Advisors2,626$222.0K0.03%+61+2.4%Added
Albion Financial Group2,644$223.0K0.02%−550−17.2%Reduced
Ford Financial Group, LLC2,642$223.0K0.09%00.0%Unchanged
Boston Private Wealth LLC2,676$226.0K0.00%−84−3.0%Reduced
Hilltop Holdings Inc.2,687$227.0K0.03%+258+10.6%Added
YHB Investment Advisors, Inc.2,722$230.0K0.02%00.0%Unchanged
Centennial Wealth Advisory LLC2,722$230.0K0.13%+2,722New
Financial Advocates Investment Management2,734$231.0K0.02%−596−17.9%Reduced
Beaton Management Co. Inc.2,729$231.0K0.16%00.0%Unchanged
Miracle Mile Advisors, LLC2,755$233.0K0.01%00.0%Unchanged
SeaCrest Wealth Management, LLC2,807$237.0K0.03%−19−0.7%Reduced
Adviser Investments LLC2,807$237.0K0.02%00.0%Unchanged
Apollon Wealth Management, LLC2,834$239.0K0.02%+343+13.8%Added
Lincoln National Corp2,856$241.0K0.01%+104+3.8%Added
Conning Inc.2,907$246.0K0.01%−9−0.3%Reduced
Hantz Financial Services, Inc.2,914$246.0K0.01%+233+8.7%Added
Bessemer Group Inc2,934$247.0K0.00%−2,037−41.0%Reduced
First American Trust, FSB2,932$248.0K0.04%−567−16.2%Reduced
Applied Capital LLC2,940$248.0K0.17%+83+2.9%Added
Abacus Wealth Partners, LLC2,954$249.5K0.13%+14+0.5%Added
Coastal Capital Group, Inc.2,957$250.0K0.07%+17+0.6%Added
Schechter Investment Advisors, LLC2,976$251.0K0.02%+234+8.5%Added
AIA Group Ltd2,972$251.0K0.01%+2,182+276.2%Added
Caxton Associates LP2,968$251.0K0.03%+2,968New
Woodstock Corp2,986$252.0K0.03%00.0%Unchanged
Wilkins Investment Counsel Inc3,000$253.0K0.07%−200−6.3%Reduced
EP Wealth Advisors, LLC3,025$256.0K0.01%−63−2.0%Reduced
Great Valley Advisor Group, Inc.3,035$256.0K0.01%+145+5.0%Added
Horizon Investments, LLC3,037$257.0K0.01%+2+0.1%Added
Black Diamond Financial, LLC3,044$257.0K0.10%00.0%Unchanged
Cadence Wealth Management LLC3,042$257.0K0.27%00.0%Unchanged
Cedrus LLC3,074$259.7K0.25%+406+15.2%Added
Parcion Private Wealth LLC3,090$260.0K0.03%+126+4.3%Added
Dearborn Partners LLC3,087$261.0K0.01%00.0%Unchanged
Gateway Investment Advisers LLC3,133$265.0K0.00%+141+4.7%Added
Delphia (USA) Inc.3,152$266.0K0.18%+3,152New
Sculati Wealth Management, LLC3,162$267.0K0.15%00.0%Unchanged
Advisors Capital Management, LLC3,166$267.0K0.01%+3,166New
Glassman Wealth Services3,168$268.0K0.06%+600+23.4%Added
Marino, Stram & Associates LLC3,202$270.0K0.09%−245−7.1%Reduced
CSM Advisors, LLC3,195$270.0K0.03%00.0%Unchanged
NSI Retail Advisors, LLC3,195$270.0K0.06%00.0%Unchanged
Johnson Midwest Financial, LLC3,223$272.0K0.37%00.0%Unchanged
Quadrant Capital Group LLC3,220$272.0K0.04%+53+1.7%Added
Moody National Bank Trust Division3,225$272.0K0.03%+3,225New
Fox Run Management, L.L.C.3,230$273.0K0.14%−1,123−25.8%Reduced
Financial Counselors Inc3,245$274.0K0.01%+55+1.7%Added
Means Investment Co., Inc.3,258$275.0K0.06%+7+0.2%Added
Berkshire Asset Management LLC3,294$278.0K0.02%−243−6.9%Reduced
HM Payson & Co3,291$278.0K0.01%00.0%Unchanged
Baader Bank INC3,300$279.0K0.03%+3,300New
Glenview Trust Co3,315$280.0K0.01%+10+0.3%Added
Greenleaf Trust3,352$283.0K0.00%−57−1.7%Reduced
Veriti Management LLC3,381$286.0K0.04%+664+24.4%Added
Pinkerton Retirement Specialists, LLC3,413$288.0K0.09%00.0%Unchanged
Cozad Asset Management Inc3,431$290.0K0.05%00.0%Unchanged
Sovereign Financial Group, Inc.3,432$290.0K0.11%+11+0.3%Added
Stevens Capital Management LP3,444$291.0K0.20%−4,168−54.8%Reduced
Congress Wealth Management LLC3,451$292.0K0.01%−222−6.0%Reduced
Pine Haven Investment Counsel, Inc3,451$292.0K0.34%00.0%Unchanged
Echo Street Capital Management LLC3,458$292.0K0.00%+3,458New
Fund Management at Engine No. 1 LLC3,484$294.0K0.08%+573+19.7%Added
Sequoia Financial Advisors, LLC3,505$296.0K0.01%+205+6.2%Added
Geneos Wealth Management Inc.3,421$298.0K0.01%−128−3.6%Reduced
Mayflower Financial Advisors, LLC3,529$298.0K0.05%+47+1.3%Added
O'Shaughnessy Asset Management, LLC3,544$299.0K0.01%+3,544New
Rafferty Asset Management, LLC3,562$301.0K0.00%−703−16.5%Reduced
Smithfield Trust Co3,562$302.0K0.02%+283+8.6%Added
Colony Group LLC3,590$303.0K0.01%+25+0.7%Added
Zacks Investment Management3,595$304.0K0.00%−49−1.3%Reduced
Telemus Capital, LLC3,612$305.0K0.03%00.0%Unchanged
Centre Asset Management, LLC3,690$312.0K0.08%−54−1.4%Reduced
Ayrshire Capital Management LLC3,695$312.0K0.22%00.0%Unchanged
Parallel Advisors, LLC3,755$317.0K0.01%+189+5.3%Added
Acima Private Wealth, LLC3,800$321.0K0.16%00.0%Unchanged
Trust Co of Vermont3,803$321.0K0.02%+335+9.7%Added
Sandy Spring Bank3,809$322.0K0.02%00.0%Unchanged
Lazard Asset Management LLC3,830$323.0K0.00%−97−2.5%Reduced