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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 9,331 | $788.0K | 0.18% | −50−0.5% | Reduced |
| Bard Financial Services, Inc. | 9,249 | $781.0K | 0.07% | −1,944−17.4% | Reduced |
| My Legacy Advisors, LLC | 9,318 | $780.0K | 0.39% | +844+10.0% | Added |
| Destination Wealth Management | 9,173 | $775.0K | 0.03% | +80+0.9% | Added |
| Colony Family Offices, LLC | 9,120 | $770.0K | 0.35% | +9,120 | New |
| Assetmark, Inc | 9,061 | $765.0K | 0.00% | +3,617+66.4% | Added |
| Vident Investment Advisory, LLC | 9,103 | $761.0K | 0.02% | +1,718+23.3% | Added |
| Arete Wealth Advisors, LLC | 8,922 | $754.0K | 0.08% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 8,906 | $752.0K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 8,852 | $748.0K | 0.03% | +117+1.3% | Added |
| Valmark Advisers, Inc. | 8,637 | $730.0K | 0.01% | +21+0.2% | Added |
| Inverness Counsel LLC | 8,618 | $728.0K | 0.04% | −451−5.0% | Reduced |
| Whittier Trust Co | 8,491 | $717.0K | 0.01% | +215+2.6% | Added |
| Balentine LLC | 8,427 | $712.0K | 0.03% | +3,085+57.7% | Added |
| McDonald Partners LLC | 8,374 | $707.0K | 0.18% | +85+1.0% | Added |
| Los Angeles Capital Management LLC | 8,325 | $703.0K | 0.00% | +623+8.1% | Added |
| Advisor Resource Council | 8,287 | $700.0K | 0.07% | +4,204+103.0% | Added |
| Federation des caisses Desjardins du Quebec | 8,228 | $695.0K | 0.01% | +3,470+72.9% | Added |
| 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 |
| Cambridge Trust Co | 8,083 | $683.0K | 0.03% | −239−2.9% | Reduced |
| Crestwood Advisors Group LLC | 8,075 | $682.0K | 0.02% | −85−1.0% | 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 |
| Banque Pictet & Cie SA | 7,988 | $675.0K | 0.01% | −711−8.2% | Reduced |
| Pathstone Family Office, LLC | 7,959 | $672.7K | 0.01% | +3,821+92.3% | Added |
| Fiduciary Trust Co | 7,885 | $666.0K | 0.01% | +1,093+16.1% | Added |
| Davenport & Co LLC | 7,769 | $656.0K | 0.01% | −429−5.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,758 | $655.0K | 0.03% | +7,758 | New |
| Prudential PLC | 7,609 | $643.0K | 0.01% | +63+0.8% | Added |
| 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 |
| Shelton Capital Management | 7,574 | $640.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 7,516 | $635.0K | 0.10% | −6,869−47.8% | Reduced |
| 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 |
| Bridgefront Capital, LLC | 7,480 | $632.0K | 0.70% | +7,480 | New |
| PEAK6 Investments LLC | 8,276 | $631.8K | 0.01% | +8,276 | New |
| Hills Bank & Trust Co | 7,188 | $607.0K | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 6,934 | $586.0K | 0.07% | +375+5.7% | Added |
| Huntington National Bank | 6,929 | $585.0K | 0.01% | +10+0.1% | Added |
| Exchange Traded Concepts, LLC | 6,909 | $584.0K | 0.02% | +202+3.0% | Added |
| IFP Advisors, Inc | 10,294 | $575.0K | 0.02% | −7,405−41.8% | Reduced |
| OPSEU Pension Plan Trust Fund | 6,825 | $567.0K | 0.14% | +6,825 | New |
| CPWM, LLC | 6,672 | $564.0K | 0.05% | −70−1.0% | Reduced |
| Vontobel Holding Ltd. | 6,709 | $561.0K | 0.01% | −1,107−14.2% | Reduced |
| Blue Fin Capital, Inc. | 6,560 | $554.0K | 0.20% | −179−2.7% | Reduced |
| FineMark National Bank & Trust | 6,532 | $552.0K | 0.03% | +92+1.4% | Added |
| CAPROCK Group, Inc. | 6,438 | $544.0K | 0.05% | +1,087+20.3% | Added |
| Oppenheimer Asset Management Inc. | 6,374 | $538.0K | 0.01% | +266+4.4% | Added |
| Aevitas Wealth Management, Inc. | 6,334 | $535.0K | 0.36% | −121−1.9% | Reduced |
| Midwest Professional Planners, LTD. | 6,319 | $534.0K | 0.30% | +137+2.2% | Added |
| Laurel Wealth Advisors, Inc. | 6,288 | $531.0K | 0.05% | −131−2.0% | Reduced |
| Resources Investment Advisors, LLC. | 6,269 | $530.0K | 0.02% | +57+0.9% | Added |
| Apella Capital, LLC | 6,268 | $529.0K | 0.06% | +2,488+65.8% | Added |
| Savior LLC | 6,163 | $521.0K | 0.48% | +13+0.2% | Added |
| Intrua Financial, LLC | 6,139 | $519.0K | 0.11% | −30.0% | Reduced |
| Opus Investment Management Inc | 6,000 | $507.0K | 0.11% | −10,000−62.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,698 | $503.0K | 0.05% | −1,043−15.5% | Reduced |
| Wedbush Securities Inc | 5,931 | $501.0K | 0.03% | +63+1.1% | 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 |
| Barber Financial Group, Inc. | 5,872 | $496.0K | 0.08% | +143+2.5% | Added |
| 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 |
| 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 |
| Segall Bryant & Hamill, LLC | 5,835 | $492.0K | 0.01% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,781 | $488.0K | 0.03% | +2,401+71.0% | Added |
| CWM, LLC | 5,721 | $483.0K | 0.00% | −3,923−40.7% | Reduced |
| Continuum Advisory, LLC | 5,638 | $476.0K | 0.09% | −199−3.4% | 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 |
| American Portfolios Advisors | 5,529 | $467.0K | 0.02% | −104−1.8% | 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 |
| Beaumont Financial Partners, LLC | 5,521 | $466.0K | 0.04% | −100−1.8% | Reduced |
| Coastal Bridge Advisors, LLC | 5,503 | $465.0K | 0.14% | +2,168+65.0% | Added |
| FourThought Financial, LLC | 5,497 | $464.0K | 0.07% | −96−1.7% | Reduced |
| Prio Wealth Limited Partnership | 5,475 | $462.5K | 0.02% | −9−0.2% | Reduced |
| 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 |
| Oak Thistle LLC | 5,444 | $460.0K | 0.89% | +2,185+67.0% | Added |
| American State Bank (Iowa) | 5,436 | $459.2K | 0.36% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 5,424 | $458.0K | 0.19% | +80+1.5% | Added |
| KC Investment Advisors, LLC | 5,409 | $457.0K | 0.38% | +10.0% | Added |
| HighPoint Advisor Group LLC | 5,406 | $455.0K | 0.05% | +5,406 | New |
| Knuff & Co LLC | 5,358 | $453.0K | 0.20% | −356−6.2% | Reduced |
| Great Lakes Advisors, LLC | 5,309 | $448.0K | 0.01% | +12+0.2% | Added |
| Concord Wealth Partners | 5,295 | $447.0K | 0.12% | +38+0.7% | Added |
| Brown Advisory Inc | 5,274 | $445.0K | 0.00% | −398−7.0% | Reduced |
| Aspire Private Capital, LLC | 5,209 | $440.0K | 0.16% | +551+11.8% | Added |
| Metis Global Partners, LLC | 5,170 | $437.0K | 0.07% | −270−5.0% | Reduced |
| 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 |
| Baystate Wealth Management LLC | 5,058 | $427.0K | 0.04% | +12+0.2% | Added |
| Wells Trecaso Financial Group, LLC | 5,047 | $426.0K | 0.22% | −50−1.0% | Reduced |