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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 5,049 | $426.0K | 0.04% | +560+12.5% | Added |
| Boston Financial Mangement LLC | 5,028 | $425.0K | 0.02% | +244+5.1% | 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 |
| Belpointe Asset Management LLC | 4,940 | $418.0K | 0.03% | +67+1.4% | Added |
| McKinley Carter Wealth Services, Inc. | 4,941 | $417.0K | 0.04% | −131−2.6% | Reduced |
| Kraematon Investment Advisors, Inc | 4,910 | $415.0K | 0.48% | +25+0.5% | Added |
| Modera Wealth Management, LLC | 4,876 | $412.0K | 0.02% | −13−0.3% | 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 |
| Summit X, LLC | 4,813 | $402.0K | 0.12% | −105−2.1% | Reduced |
| Charter Trust Co | 4,731 | $400.0K | 0.03% | −716−13.1% | Reduced |
| Ingalls & Snyder LLC | 4,721 | $399.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,666 | $394.0K | 0.01% | −876−15.8% | Reduced |
| NorthRock Partners, LLC | 4,647 | $393.0K | 0.04% | −117−2.5% | Reduced |
| HBK Sorce Advisory LLC | 4,622 | $390.0K | 0.03% | +77+1.7% | Added |
| Wealthspire Advisors, LLC | 4,554 | $385.0K | 0.01% | −119−2.5% | Reduced |
| Shore Point Advisors, LLC | 4,543 | $384.0K | 0.36% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,518 | $382.0K | 0.01% | −4,612−50.5% | Reduced |
| Resources Management Corp | 4,495 | $380.0K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,448 | $376.0K | 0.03% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,435 | $375.0K | 0.01% | −96−2.1% | Reduced |
| Cigna Investments Inc | 4,436 | $374.0K | 0.07% | −1,590−26.4% | Reduced |
| NewEdge Wealth, LLC | 4,419 | $373.0K | 0.02% | +4,419 | New |
| Clifford Swan Investment Counsel LLC | 4,381 | $370.0K | 0.02% | 00.0% | Unchanged |
| Berkshire Bank | 4,348 | $367.0K | 0.11% | 00.0% | Unchanged |
| Central Trust Co | 4,318 | $364.0K | 0.01% | −500−10.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,278 | $361.0K | 0.01% | +29+0.7% | 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 |
| 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 |
| United Capital Financial Advisers, LLC | 4,232 | $357.0K | 0.00% | +352+9.1% | Added |
| Connecticut Wealth Management, LLC | 4,212 | $356.0K | 0.03% | −639−13.2% | Reduced |
| 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 |
| Tokio Marine Asset Management Co Ltd | 4,178 | $353.0K | 0.03% | +333+8.7% | 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 |
| 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 |
| 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 |
| 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 |
| Parsons Capital Management Inc | 4,049 | $342.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,000 | $338.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,991 | $337.0K | 0.01% | +333+9.1% | Added |
| 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 |
| Minot Wealth Management LLC | 3,888 | $328.0K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,830 | $323.0K | 0.00% | −97−2.5% | Reduced |
| MAI Capital Management | 3,820 | $323.0K | 0.01% | +292+8.3% | Added |
| Sandy Spring Bank | 3,809 | $322.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 3,803 | $321.0K | 0.02% | +335+9.7% | Added |
| Acima Private Wealth, LLC | 3,800 | $321.0K | 0.16% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,755 | $317.0K | 0.01% | +189+5.3% | Added |
| Centre Asset Management, LLC | 3,690 | $312.0K | 0.08% | −54−1.4% | Reduced |
| Ayrshire Capital Management LLC | 3,695 | $312.0K | 0.22% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,612 | $305.0K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 3,595 | $304.0K | 0.00% | −49−1.3% | Reduced |
| Colony Group LLC | 3,590 | $303.0K | 0.01% | +25+0.7% | Added |
| Smithfield Trust Co | 3,562 | $302.0K | 0.02% | +283+8.6% | Added |
| Rafferty Asset Management, LLC | 3,562 | $301.0K | 0.00% | −703−16.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,544 | $299.0K | 0.01% | +3,544 | New |
| Geneos Wealth Management Inc. | 3,421 | $298.0K | 0.01% | −128−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,529 | $298.0K | 0.05% | +47+1.3% | Added |
| Sequoia Financial Advisors, LLC | 3,505 | $296.0K | 0.01% | +205+6.2% | Added |
| Fund Management at Engine No. 1 LLC | 3,484 | $294.0K | 0.08% | +573+19.7% | Added |
| Congress Wealth Management LLC | 3,451 | $292.0K | 0.01% | −222−6.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,451 | $292.0K | 0.34% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 3,458 | $292.0K | 0.00% | +3,458 | New |
| Stevens Capital Management LP | 3,444 | $291.0K | 0.20% | −4,168−54.8% | Reduced |
| Cozad Asset Management Inc | 3,431 | $290.0K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 3,432 | $290.0K | 0.11% | +11+0.3% | Added |
| Pinkerton Retirement Specialists, LLC | 3,413 | $288.0K | 0.09% | 00.0% | Unchanged |
| Veriti Management LLC | 3,381 | $286.0K | 0.04% | +664+24.4% | Added |
| Greenleaf Trust | 3,352 | $283.0K | 0.00% | −57−1.7% | Reduced |
| Glenview Trust Co | 3,315 | $280.0K | 0.01% | +10+0.3% | Added |
| Baader Bank INC | 3,300 | $279.0K | 0.03% | +3,300 | New |
| Berkshire Asset Management LLC | 3,294 | $278.0K | 0.02% | −243−6.9% | Reduced |
| HM Payson & Co | 3,291 | $278.0K | 0.01% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,258 | $275.0K | 0.06% | +7+0.2% | Added |
| Financial Counselors Inc | 3,245 | $274.0K | 0.01% | +55+1.7% | Added |
| Fox Run Management, L.L.C. | 3,230 | $273.0K | 0.14% | −1,123−25.8% | Reduced |
| Johnson Midwest Financial, LLC | 3,223 | $272.0K | 0.37% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,220 | $272.0K | 0.04% | +53+1.7% | Added |
| Moody National Bank Trust Division | 3,225 | $272.0K | 0.03% | +3,225 | New |
| Marino, Stram & Associates LLC | 3,202 | $270.0K | 0.09% | −245−7.1% | Reduced |
| CSM Advisors, LLC | 3,195 | $270.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $270.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 3,168 | $268.0K | 0.06% | +600+23.4% | Added |
| Sculati Wealth Management, LLC | 3,162 | $267.0K | 0.15% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,166 | $267.0K | 0.01% | +3,166 | New |
| Delphia (USA) Inc. | 3,152 | $266.0K | 0.18% | +3,152 | New |
| Gateway Investment Advisers LLC | 3,133 | $265.0K | 0.00% | +141+4.7% | Added |
| Dearborn Partners LLC | 3,087 | $261.0K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,090 | $260.0K | 0.03% | +126+4.3% | Added |
| Cedrus LLC | 3,074 | $259.7K | 0.25% | +406+15.2% | Added |
| Horizon Investments, LLC | 3,037 | $257.0K | 0.01% | +2+0.1% | Added |