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 |
|---|---|---|---|---|---|
| Aevitas Wealth Management, Inc. | 6,334 | $535.0K | 0.36% | −121−1.9% | Reduced |
| Oppenheimer Asset Management Inc. | 6,374 | $538.0K | 0.01% | +266+4.4% | Added |
| CAPROCK Group, Inc. | 6,438 | $544.0K | 0.05% | +1,087+20.3% | Added |
| FineMark National Bank & Trust | 6,532 | $552.0K | 0.03% | +92+1.4% | Added |
| Blue Fin Capital, Inc. | 6,560 | $554.0K | 0.20% | −179−2.7% | Reduced |
| Vontobel Holding Ltd. | 6,709 | $561.0K | 0.01% | −1,107−14.2% | Reduced |
| CPWM, LLC | 6,672 | $564.0K | 0.05% | −70−1.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 6,825 | $567.0K | 0.14% | +6,825 | New |
| IFP Advisors, Inc | 10,294 | $575.0K | 0.02% | −7,405−41.8% | Reduced |
| Exchange Traded Concepts, LLC | 6,909 | $584.0K | 0.02% | +202+3.0% | Added |
| Huntington National Bank | 6,929 | $585.0K | 0.01% | +10+0.1% | Added |
| Empirical Finance, LLC | 6,934 | $586.0K | 0.07% | +375+5.7% | Added |
| Hills Bank & Trust Co | 7,188 | $607.0K | 0.10% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,276 | $631.8K | 0.01% | +8,276 | New |
| Bridgefront Capital, LLC | 7,480 | $632.0K | 0.70% | +7,480 | New |
| Stephens Inc | 7,500 | $634.0K | 0.01% | +12+0.2% | Added |
| Strategic Investment Advisors | 7,501 | $634.0K | 0.13% | +397+5.6% | Added |
| Wetherby Asset Management Inc | 7,511 | $634.0K | 0.04% | +1,278+20.5% | Added |
| Gsa Capital Partners LLP | 7,516 | $635.0K | 0.10% | −6,869−47.8% | Reduced |
| Shelton Capital Management | 7,574 | $640.0K | 0.03% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,611 | $642.0K | 0.39% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 7,606 | $642.0K | 0.02% | +331+4.5% | Added |
| Prudential PLC | 7,609 | $643.0K | 0.01% | +63+0.8% | Added |
| BKD Wealth Advisors, LLC | 7,758 | $655.0K | 0.03% | +7,758 | New |
| Davenport & Co LLC | 7,769 | $656.0K | 0.01% | −429−5.2% | Reduced |
| Fiduciary Trust Co | 7,885 | $666.0K | 0.01% | +1,093+16.1% | Added |
| Pathstone Family Office, LLC | 7,959 | $672.7K | 0.01% | +3,821+92.3% | Added |
| Banque Pictet & Cie SA | 7,988 | $675.0K | 0.01% | −711−8.2% | Reduced |
| Stratos Wealth Partners, LTD. | 8,023 | $678.0K | 0.02% | −397−4.7% | Reduced |
| Bridgeworth, LLC | 8,024 | $678.0K | 0.16% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 8,075 | $682.0K | 0.02% | −85−1.0% | Reduced |
| Cambridge Trust Co | 8,083 | $683.0K | 0.03% | −239−2.9% | Reduced |
| Veritable, L.P. | 8,098 | $684.0K | 0.01% | +142+1.8% | Added |
| Cetera Advisors LLC | 8,098 | $684.0K | 0.02% | +625+8.4% | Added |
| Federation des caisses Desjardins du Quebec | 8,228 | $695.0K | 0.01% | +3,470+72.9% | Added |
| Advisor Resource Council | 8,287 | $700.0K | 0.07% | +4,204+103.0% | Added |
| Los Angeles Capital Management LLC | 8,325 | $703.0K | 0.00% | +623+8.1% | Added |
| McDonald Partners LLC | 8,374 | $707.0K | 0.18% | +85+1.0% | Added |
| Balentine LLC | 8,427 | $712.0K | 0.03% | +3,085+57.7% | Added |
| Whittier Trust Co | 8,491 | $717.0K | 0.01% | +215+2.6% | Added |
| Inverness Counsel LLC | 8,618 | $728.0K | 0.04% | −451−5.0% | Reduced |
| Valmark Advisers, Inc. | 8,637 | $730.0K | 0.01% | +21+0.2% | Added |
| National Asset Management, Inc. | 8,852 | $748.0K | 0.03% | +117+1.3% | Added |
| Redpoint Investment Management Pty Ltd | 8,906 | $752.0K | 0.09% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,922 | $754.0K | 0.08% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 9,103 | $761.0K | 0.02% | +1,718+23.3% | Added |
| Assetmark, Inc | 9,061 | $765.0K | 0.00% | +3,617+66.4% | Added |
| Colony Family Offices, LLC | 9,120 | $770.0K | 0.35% | +9,120 | New |
| Destination Wealth Management | 9,173 | $775.0K | 0.03% | +80+0.9% | Added |
| My Legacy Advisors, LLC | 9,318 | $780.0K | 0.39% | +844+10.0% | Added |
| Bard Financial Services, Inc. | 9,249 | $781.0K | 0.07% | −1,944−17.4% | Reduced |
| Chatham Capital Group, Inc. | 9,331 | $788.0K | 0.18% | −50−0.5% | Reduced |
| Valley Brook Capital Group | 9,502 | $802.0K | 0.83% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 9,636 | $814.0K | 0.09% | +1,623+20.3% | Added |
| Finer Wealth Management, Inc. | 9,877 | $834.0K | 0.76% | −3,745−27.5% | Reduced |
| Cox Capital Mgt LLC | 9,877 | $834.0K | 0.57% | +28+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,884 | $835.0K | 0.17% | +14+0.1% | Added |
| South State Corp. | 9,890 | $836.0K | 0.08% | +543+5.8% | Added |
| Regentatlantic Capital LLC | 9,954 | $841.0K | 0.03% | +354+3.7% | Added |
| Sciencast Management LP | 9,557 | $847.0K | 0.19% | +9,557 | New |
| Baker Ellis Asset Management LLC | 10,133 | $856.0K | 0.18% | −200−1.9% | Reduced |
| Pearl River Capital, LLC | 10,175 | $859.0K | 0.20% | +4,122+68.1% | Added |
| Oppenheimer & Co Inc | 10,186 | $861.0K | 0.02% | +140+1.4% | Added |
| Desjardins Global Asset Management Inc. | 10,247 | $865.0K | 0.11% | −8,271−44.7% | Reduced |
| Anchor Capital Advisors LLC | 10,317 | $871.0K | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 10,488 | $886.0K | 0.04% | −25,392−70.8% | Reduced |
| Advisor Partners LLC | 10,493 | $886.0K | 0.06% | +1,109+11.8% | Added |
| BTR Capital Management Inc | 10,625 | $897.0K | 0.13% | −100−0.9% | Reduced |
| Proequities, Inc. | 10,663 | $901.0K | 0.08% | −453−4.1% | Reduced |
| Csenge Advisory Group | 10,801 | $912.0K | 0.08% | +114+1.1% | Added |
| Grimes & Company, Inc. | 10,810 | $913.0K | 0.05% | −1,597−12.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 10,833 | $916.0K | 0.00% | +1,674+18.3% | Added |
| Kesler, Norman & Wride, LLC | 10,872 | $918.0K | 0.25% | +93+0.9% | Added |
| Centerpoint Advisors, LLC | 10,883 | $919.0K | 0.47% | 00.0% | Unchanged |
| Allstate Corp | 11,016 | $931.0K | 0.03% | −188−1.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $939.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,159 | $943.0K | 0.05% | +4,445+66.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,783 | $995.0K | 0.09% | +1,635+16.1% | Added |
| Unigestion Holding SA | 11,975 | $1.01M | 0.06% | +3,471+40.8% | Added |
| Heritage Financial Services, LLC | 12,176 | $1.03M | 0.57% | −16−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 12,300 | $1.04M | 1.03% | +12,300 | New |
| Presima Inc. | 12,430 | $1.05M | 0.26% | 00.0% | Unchanged |
| Allworth Financial LP | 12,429 | $1.05M | 0.01% | +140+1.1% | Added |
| United Services Automobile Association | 12,588 | $1.06M | 0.03% | +12,588 | New |
| Beacon Pointe Advisors, LLC | 12,627 | $1.07M | 0.02% | −4,499−26.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,737 | $1.08M | 0.01% | +12,737 | New |
| Occudo Quantitative Strategies LP | 12,821 | $1.08M | 0.09% | +4,876+61.4% | Added |
| Essex Financial Services, Inc. | 12,864 | $1.09M | 0.12% | +23+0.2% | Added |
| Brookstone Capital Management | 13,536 | $1.13M | 0.02% | +161+1.2% | Added |
| JustInvest LLC | 13,406 | $1.13M | 0.05% | +1,911+16.6% | Added |
| Toews Corp | 13,400 | $1.13M | 0.75% | +8,800+191.3% | Added |
| Moneta Group Investment Advisors LLC | 13,460 | $1.14M | 0.04% | +998+8.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 13,612 | $1.15M | 0.05% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 13,678 | $1.16M | 0.03% | +4,172+43.9% | Added |
| Rockefeller Capital Management L.P. | 13,723 | $1.16M | 0.01% | +10.0% | Added |
| Martingale Asset Management L P | 13,731 | $1.16M | 0.02% | −1,191−8.0% | Reduced |
| Claro Advisors LLC | 13,806 | $1.17M | 0.46% | +60+0.4% | Added |
| XTX Topco Ltd | 13,958 | $1.18M | 0.48% | +9,939+247.3% | Added |
| Jane Street Group, LLC | 14,074 | $1.19M | 0.00% | +14,074 | New |
| Achmea Investment Management B.V. | 14,095 | $1.19M | 0.04% | 00.0% | Unchanged |