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 |
|---|---|---|---|---|---|
| Black Diamond Financial, LLC | 3,044 | $257.0K | 0.10% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,042 | $257.0K | 0.27% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,025 | $256.0K | 0.01% | −63−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,035 | $256.0K | 0.01% | +145+5.0% | Added |
| Wilkins Investment Counsel Inc | 3,000 | $253.0K | 0.07% | −200−6.3% | Reduced |
| Woodstock Corp | 2,986 | $252.0K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 2,976 | $251.0K | 0.02% | +234+8.5% | Added |
| AIA Group Ltd | 2,972 | $251.0K | 0.01% | +2,182+276.2% | Added |
| Caxton Associates LP | 2,968 | $251.0K | 0.03% | +2,968 | New |
| Coastal Capital Group, Inc. | 2,957 | $250.0K | 0.07% | +17+0.6% | Added |
| Abacus Wealth Partners, LLC | 2,954 | $249.5K | 0.13% | +14+0.5% | Added |
| First American Trust, FSB | 2,932 | $248.0K | 0.04% | −567−16.2% | Reduced |
| Applied Capital LLC | 2,940 | $248.0K | 0.17% | +83+2.9% | Added |
| Bessemer Group Inc | 2,934 | $247.0K | 0.00% | −2,037−41.0% | Reduced |
| Conning Inc. | 2,907 | $246.0K | 0.01% | −9−0.3% | Reduced |
| Hantz Financial Services, Inc. | 2,914 | $246.0K | 0.01% | +233+8.7% | Added |
| Lincoln National Corp | 2,856 | $241.0K | 0.01% | +104+3.8% | Added |
| Apollon Wealth Management, LLC | 2,834 | $239.0K | 0.02% | +343+13.8% | Added |
| SeaCrest Wealth Management, LLC | 2,807 | $237.0K | 0.03% | −19−0.7% | Reduced |
| Adviser Investments LLC | 2,807 | $237.0K | 0.02% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,755 | $233.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 2,734 | $231.0K | 0.02% | −596−17.9% | Reduced |
| Beaton Management Co. Inc. | 2,729 | $231.0K | 0.16% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,722 | $230.0K | 0.02% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 2,722 | $230.0K | 0.13% | +2,722 | New |
| Hilltop Holdings Inc. | 2,687 | $227.0K | 0.03% | +258+10.6% | Added |
| Boston Private Wealth LLC | 2,676 | $226.0K | 0.00% | −84−3.0% | Reduced |
| Albion Financial Group | 2,644 | $223.0K | 0.02% | −550−17.2% | Reduced |
| Ford Financial Group, LLC | 2,642 | $223.0K | 0.09% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2,626 | $222.0K | 0.03% | +61+2.4% | Added |
| Atria Wealth Solutions, Inc. | 2,617 | $221.0K | 0.00% | +201+8.3% | Added |
| Federated Hermes, Inc. | 2,612 | $220.0K | 0.00% | −1,824−41.1% | Reduced |
| Econ Financial Services Corp | 2,591 | $219.0K | 0.18% | +19+0.7% | Added |
| West Paces Advisors Inc. | 2,589 | $218.7K | 0.07% | +330+14.6% | Added |
| Newman Dignan & Sheerar, Inc. | 2,580 | $218.0K | 0.07% | +10.0% | Added |
| Johnson Investment Counsel Inc | 2,584 | $218.0K | 0.00% | +196+8.2% | Added |
| SBB Research Group LLC | 2,574 | $217.0K | 0.09% | +2,574 | New |
| Corton Capital Inc. | 2,574 | $217.0K | 0.20% | +2,574 | New |
| Cullinan Associates Inc | 2,557 | $216.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,546 | $215.0K | 0.16% | −602−19.1% | Reduced |
| Center for Financial Planning, Inc. | 2,547 | $215.0K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 2,539 | $214.0K | 0.05% | +1,454+134.0% | Added |
| Burney Co | 2,527 | $213.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,519 | $212.8K | 0.01% | −137−5.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,505 | $212.0K | 0.01% | +2,505 | New |
| Lockerman Financial Group, Inc. | 2,498 | $211.0K | 0.67% | +8+0.3% | Added |
| InterOcean Capital Group, LLC | 2,500 | $211.0K | 0.01% | +2,500 | New |
| Atlantic Union Bankshares Corp | 2,438 | $206.0K | 0.02% | 00.0% | Unchanged |
| Bank of Stockton | 2,440 | $206.0K | 0.08% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,441 | $206.0K | 0.07% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,436 | $206.0K | 0.01% | 00.0% | Unchanged |
| Hightower 6M Holding, LLC | 2,386 | $202.0K | 0.02% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,390 | $202.0K | 0.01% | +2,390 | New |
| Advisory Services Network, LLC | 2,307 | $195.0K | 0.01% | +129+5.9% | Added |
| Howe & Rusling Inc | 2,250 | $190.0K | 0.02% | −7−0.3% | Reduced |
| Global Retirement Partners, LLC | 2,239 | $189.0K | 0.02% | +17+0.8% | Added |
| Montag A & Associates Inc | 2,200 | $186.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,166 | $183.0K | 0.02% | +24+1.1% | Added |
| Sentry Investment Management LLC | 2,158 | $182.0K | 0.08% | −420−16.3% | Reduced |
| Stephenson National Bank & Trust | 2,160 | $182.0K | 0.11% | +287+15.3% | Added |
| Private Trust Co NA | 2,131 | $180.0K | 0.03% | +2,131 | New |
| Meeder Asset Management Inc | 2,075 | $175.0K | 0.01% | +11+0.5% | Added |
| Charter Oak Capital Management, LLC | 2,074 | $175.0K | 0.02% | +179+9.4% | Added |
| Gradient Investments LLC | 2,024 | $171.0K | 0.00% | +800+65.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,005 | $169.4K | 0.00% | −22−1.1% | Reduced |
| Bartlett & Co. LLC | 2,005 | $169.0K | 0.00% | −22−1.1% | Reduced |
| O'Brien Wealth Partners LLC | 1,998 | $169.0K | 0.07% | +22+1.1% | Added |
| Tompkins Financial Corp | 2,005 | $169.0K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 1,950 | $165.0K | 0.04% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,914 | $162.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,889 | $160.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,851 | $155.0K | 0.09% | +9+0.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,840 | $155.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,823 | $154.0K | 0.09% | +221+13.8% | Added |
| Oakworth Capital, Inc. | 1,788 | $151.0K | 0.02% | −123−6.4% | Reduced |
| Washington Trust Advisors, Inc. | 1,693 | $143.0K | 0.01% | −1,589−48.4% | Reduced |
| BerganKDV Wealth Management, LLC | 1,613 | $136.0K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,562 | $132.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,546 | $131.0K | 0.03% | +9+0.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,538 | $130.0K | 0.01% | +220+16.7% | Added |
| West Branch Capital LLC | 1,527 | $129.0K | 0.07% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,522 | $129.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,480 | $125.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,377 | $116.0K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,346 | $114.0K | 0.00% | −502−27.2% | Reduced |
| TSFG, LLC | 1,340 | $113.0K | 0.05% | +10+0.8% | Added |
| Venture Visionary Partners LLC | 1,330 | $112.3K | 0.01% | +1,330 | New |
| Centaurus Financial, Inc. | 1,324 | $112.0K | 0.01% | −56−4.1% | Reduced |
| GoalVest Advisory LLC | 1,327 | $111.0K | 0.07% | −6−0.5% | Reduced |
| Webster Bank, N. A. | 1,306 | $110.0K | 0.02% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,290 | $109.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,246 | $105.0K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,243 | $105.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,248 | $105.0K | 0.01% | +1,248 | New |
| CX Institutional | 1,140 | $96.0K | 0.01% | +1,140 | New |
| Lindbrook Capital, LLC | 1,127 | $95.0K | 0.02% | +42+3.9% | Added |
| Sargent Bickham Lagudis LLC | 1,105 | $93.0K | 0.01% | −60−5.2% | Reduced |
| First Community Trust NA | 1,106 | $93.0K | 0.11% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 1,075 | $91.0K | 0.00% | −3,179−74.7% | Reduced |
| Manchester Capital Management LLC | 1,077 | $91.0K | 0.02% | +883+455.2% | Added |