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 |
|---|---|---|---|---|---|
| MAI Capital Management | 3,820 | $323.0K | 0.01% | +292+8.3% | Added |
| Minot Wealth Management LLC | 3,888 | $328.0K | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,911 | $330.0K | 0.01% | −1,222−23.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 3,907 | $330.0K | 0.01% | +3,907 | New |
| Ieq Capital, LLC | 3,991 | $337.0K | 0.01% | +333+9.1% | Added |
| Symmetry Partners, LLC | 4,000 | $338.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 4,049 | $342.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,057 | $343.0K | 0.01% | −55−1.3% | Reduced |
| Sawtooth Solutions, LLC | 4,060 | $343.0K | 0.04% | +984+32.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,095 | $346.0K | 0.03% | −6,052−59.6% | Reduced |
| Signaturefd, LLC | 4,101 | $346.0K | 0.01% | +9+0.2% | Added |
| Hemington Wealth Management | 4,105 | $347.0K | 0.14% | 00.0% | Unchanged |
| FC Advisory LLC | 4,113 | $347.0K | 0.17% | +29+0.7% | Added |
| Mondrian Investment Partners LTD | 4,121 | $348.0K | 0.01% | −396−8.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,114 | $348.0K | 0.01% | +669+19.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,178 | $353.0K | 0.03% | +333+8.7% | Added |
| Grace & White Inc | 4,200 | $355.0K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,200 | $355.0K | 0.02% | +681+19.4% | Added |
| Connecticut Wealth Management, LLC | 4,212 | $356.0K | 0.03% | −639−13.2% | Reduced |
| United Capital Financial Advisers, LLC | 4,232 | $357.0K | 0.00% | +352+9.1% | Added |
| Ballentine Partners, LLC | 4,250 | $358.0K | 0.01% | −618−12.7% | Reduced |
| Snowden Capital Advisors LLC | 4,244 | $358.0K | 0.02% | +10.0% | Added |
| Marble Harbor Investment Counsel, LLC | 4,261 | $360.0K | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,267 | $360.0K | 0.21% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,278 | $361.0K | 0.01% | +29+0.7% | Added |
| Central Trust Co | 4,318 | $364.0K | 0.01% | −500−10.4% | Reduced |
| Berkshire Bank | 4,348 | $367.0K | 0.11% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,381 | $370.0K | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 4,419 | $373.0K | 0.02% | +4,419 | New |
| Cigna Investments Inc | 4,436 | $374.0K | 0.07% | −1,590−26.4% | Reduced |
| Brinker Capital Investments, LLC | 4,435 | $375.0K | 0.01% | −96−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,448 | $376.0K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 4,495 | $380.0K | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,518 | $382.0K | 0.01% | −4,612−50.5% | Reduced |
| Shore Point Advisors, LLC | 4,543 | $384.0K | 0.36% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,554 | $385.0K | 0.01% | −119−2.5% | Reduced |
| HBK Sorce Advisory LLC | 4,622 | $390.0K | 0.03% | +77+1.7% | Added |
| NorthRock Partners, LLC | 4,647 | $393.0K | 0.04% | −117−2.5% | Reduced |
| Savant Capital, LLC | 4,666 | $394.0K | 0.01% | −876−15.8% | Reduced |
| Ingalls & Snyder LLC | 4,721 | $399.0K | 0.02% | 00.0% | Unchanged |
| Charter Trust Co | 4,731 | $400.0K | 0.03% | −716−13.1% | Reduced |
| Summit X, LLC | 4,813 | $402.0K | 0.12% | −105−2.1% | Reduced |
| Raymond James Trust N.A. | 4,803 | $405.0K | 0.01% | +121+2.6% | Added |
| Quadrature Capital Ltd | 4,795 | $405.0K | 0.02% | +707+17.3% | Added |
| Modera Wealth Management, LLC | 4,876 | $412.0K | 0.02% | −13−0.3% | Reduced |
| Kraematon Investment Advisors, Inc | 4,910 | $415.0K | 0.48% | +25+0.5% | Added |
| McKinley Carter Wealth Services, Inc. | 4,941 | $417.0K | 0.04% | −131−2.6% | Reduced |
| Belpointe Asset Management LLC | 4,940 | $418.0K | 0.03% | +67+1.4% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $424.0K | 0.32% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,689 | $424.0K | 0.02% | +246+5.5% | Added |
| Boston Financial Mangement LLC | 5,028 | $425.0K | 0.02% | +244+5.1% | Added |
| Wells Trecaso Financial Group, LLC | 5,047 | $426.0K | 0.22% | −50−1.0% | Reduced |
| Appleton Partners Inc | 5,049 | $426.0K | 0.04% | +560+12.5% | Added |
| Baystate Wealth Management LLC | 5,058 | $427.0K | 0.04% | +12+0.2% | Added |
| Sterling Investment Counsel, LLC | 5,152 | $434.0K | 0.33% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,136 | $434.0K | 0.03% | 00.0% | Unchanged |
| Spinnaker Trust | 5,141 | $434.0K | 0.03% | +5,141 | New |
| Metis Global Partners, LLC | 5,170 | $437.0K | 0.07% | −270−5.0% | Reduced |
| Aspire Private Capital, LLC | 5,209 | $440.0K | 0.16% | +551+11.8% | Added |
| Brown Advisory Inc | 5,274 | $445.0K | 0.00% | −398−7.0% | Reduced |
| Concord Wealth Partners | 5,295 | $447.0K | 0.12% | +38+0.7% | Added |
| Great Lakes Advisors, LLC | 5,309 | $448.0K | 0.01% | +12+0.2% | Added |
| Knuff & Co LLC | 5,358 | $453.0K | 0.20% | −356−6.2% | Reduced |
| HighPoint Advisor Group LLC | 5,406 | $455.0K | 0.05% | +5,406 | New |
| KC Investment Advisors, LLC | 5,409 | $457.0K | 0.38% | +10.0% | Added |
| Outlook Wealth Advisors, LLC | 5,424 | $458.0K | 0.19% | +80+1.5% | Added |
| American State Bank (Iowa) | 5,436 | $459.2K | 0.36% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,444 | $460.0K | 0.89% | +2,185+67.0% | Added |
| J.W. Cole Advisors, Inc. | 5,452 | $461.0K | 0.04% | −155−2.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,462 | $461.0K | 0.30% | −50−0.9% | Reduced |
| Thomasville National Bank | 5,462 | $461.0K | 0.05% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,475 | $462.5K | 0.02% | −9−0.2% | Reduced |
| FourThought Financial, LLC | 5,497 | $464.0K | 0.07% | −96−1.7% | Reduced |
| Coastal Bridge Advisors, LLC | 5,503 | $465.0K | 0.14% | +2,168+65.0% | Added |
| Beaumont Financial Partners, LLC | 5,521 | $466.0K | 0.04% | −100−1.8% | Reduced |
| Barry Investment Advisors, LLC | 5,528 | $467.0K | 0.14% | −837−13.2% | Reduced |
| Boothbay Fund Management, LLC | 5,523 | $467.0K | 0.02% | +5,523 | New |
| American Portfolios Advisors | 5,529 | $467.0K | 0.02% | −104−1.8% | Reduced |
| First Manhattan Co | 5,625 | $475.0K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,625 | $475.0K | 0.02% | +131+2.4% | Added |
| Continuum Advisory, LLC | 5,638 | $476.0K | 0.09% | −199−3.4% | Reduced |
| CWM, LLC | 5,721 | $483.0K | 0.00% | −3,923−40.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,781 | $488.0K | 0.03% | +2,401+71.0% | Added |
| Segall Bryant & Hamill, LLC | 5,835 | $492.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,834 | $493.0K | 0.03% | −1,047−15.2% | Reduced |
| Gofen & Glossberg LLC | 5,832 | $493.0K | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 5,853 | $494.0K | 0.00% | −83,499−93.4% | Reduced |
| Cresset Asset Management, LLC | 5,839 | $494.0K | 0.01% | −45−0.8% | Reduced |
| Barber Financial Group, Inc. | 5,872 | $496.0K | 0.08% | +143+2.5% | Added |
| Spire Wealth Management | 5,881 | $497.0K | 0.02% | −4,996−45.9% | Reduced |
| Sound Income Strategies, LLC | 5,888 | $497.0K | 0.07% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,931 | $501.0K | 0.03% | +63+1.1% | Added |
| Checchi Capital Advisers, LLC | 5,698 | $503.0K | 0.05% | −1,043−15.5% | Reduced |
| Opus Investment Management Inc | 6,000 | $507.0K | 0.11% | −10,000−62.5% | Reduced |
| Intrua Financial, LLC | 6,139 | $519.0K | 0.11% | −30.0% | Reduced |
| Savior LLC | 6,163 | $521.0K | 0.48% | +13+0.2% | Added |
| Apella Capital, LLC | 6,268 | $529.0K | 0.06% | +2,488+65.8% | Added |
| Resources Investment Advisors, LLC. | 6,269 | $530.0K | 0.02% | +57+0.9% | Added |
| Laurel Wealth Advisors, Inc. | 6,288 | $531.0K | 0.05% | −131−2.0% | Reduced |
| Midwest Professional Planners, LTD. | 6,319 | $534.0K | 0.30% | +137+2.2% | Added |