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 |
|---|---|---|---|---|---|
| Emfo, LLC | 1,049 | $89.0K | 0.09% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $87.0K | 0.04% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 991 | $84.0K | 0.03% | +991 | New |
| Trustcore Financial Services, LLC | 950 | $80.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 942 | $80.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 944 | $79.7K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $77.0K | 0.06% | 00.0% | Unchanged |
| AGF Investments LLC | 881 | $74.0K | 0.01% | −9,712−91.7% | Reduced |
| Capital Advisors, Ltd. LLC | 872 | $74.0K | 0.01% | −9−1.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 874 | $74.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 838 | $71.0K | 0.00% | +4+0.5% | Added |
| New England Asset Management Inc | 817 | $69.0K | 0.00% | +817 | New |
| Tucker Asset Management LLC | 812 | $68.6K | 0.02% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $68.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 797 | $66.0K | 0.00% | +383+92.5% | Added |
| Rosenberg Matthew Hamilton | 747 | $65.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 735 | $62.0K | 0.00% | +1+0.1% | Added |
| Perkins Coie Trust Co | 734 | $62.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 725 | $61.0K | 0.00% | −345−32.2% | Reduced |
| Clear Street Markets LLC | 723 | $61.0K | 0.02% | +482+200.0% | Added |
| PSI Advisors, LLC | 708 | $60.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 705 | $60.0K | 0.04% | +32+4.8% | Added |
| Bangor Savings Bank | 714 | $60.0K | 0.01% | +714 | New |
| Bay Harbor Wealth Management, LLC | 694 | $59.0K | 0.03% | +79+12.8% | Added |
| PFG Private Wealth Management, LLC | 687 | $58.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $56.5K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 665 | $56.0K | 0.02% | +45+7.3% | Added |
| Benjamin Edwards Inc | 647 | $55.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 600 | $51.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 590 | $50.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 595 | $50.0K | 0.01% | +28+4.9% | Added |
| Harbour Investments, Inc. | 597 | $50.0K | 0.00% | +597 | New |
| Tradition Wealth Management, LLC | 570 | $48.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 544 | $46.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 550 | $46.0K | 0.00% | +550 | New |
| Fairfield Financial Advisors, LTD | 540 | $45.6K | 0.02% | +4+0.7% | Added |
| Money Concepts Capital Corp | 514 | $45.0K | 0.00% | −1,512−74.6% | Reduced |
| City Holding Co | 533 | $45.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 521 | $44.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 522 | $44.0K | 0.03% | +522 | New |
| Versant Capital Management, Inc | 497 | $42.0K | 0.02% | −10−2.0% | Reduced |
| Vigilant Capital Management, LLC | 477 | $40.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 478 | $40.0K | 0.01% | +2+0.4% | Added |
| First Command Bank | 462 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 462 | $39.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 450 | $38.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 450 | $38.0K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 433 | $37.0K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 433 | $36.6K | 0.02% | +3+0.7% | Added |
| Ahrens Investment Partners LLC | 425 | $36.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 427 | $36.0K | 0.01% | +200+88.1% | Added |
| ACG Wealth | 431 | $36.0K | 0.01% | +431 | New |
| Credit Agricole S A | 419 | $35.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 417 | $35.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 403 | $34.0K | 0.00% | −86−17.6% | Reduced |
| Parkside Financial Bank & Trust | 392 | $33.0K | 0.01% | +1+0.3% | Added |
| Riverview Trust Co | 372 | $31.0K | 0.03% | 00.0% | Unchanged |
| Horan Securities, Inc. | 368 | $31.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 370 | $31.0K | 0.00% | +14+3.9% | Added |
| Goodwin Investment Advisory | 354 | $29.9K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 346 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 328 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 312 | $26.0K | 0.00% | −76−19.6% | Reduced |
| TCI Wealth Advisors, Inc. | 309 | $26.0K | 0.00% | −53−14.6% | Reduced |
| Country Trust Bank | 308 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 300 | $25.3K | 0.02% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 300 | $25.0K | 0.02% | −200−40.0% | Reduced |
| Salem Investment Counselors Inc | 290 | $24.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 288 | $24.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 278 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 269 | $23.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 256 | $22.0K | 0.01% | +2+0.8% | Added |
| Covestor Ltd | 259 | $22.0K | 0.02% | +12+4.9% | Added |
| JFS Wealth Advisors, LLC | 265 | $22.0K | 0.00% | +50+23.3% | Added |
| Fairfield, Bush & Co. | 266 | $22.0K | 0.01% | +266 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 244 | $21.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 250 | $21.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 246 | $20.8K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $19.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 225 | $18.0K | 0.00% | +41+22.3% | Added |
| Financial Perspectives, Inc | 210 | $17.7K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 203 | $17.7K | 0.00% | −5−2.4% | Reduced |
| Robbins Farley LLC | 200 | $17.0K | 0.02% | +200 | New |
| Loomis Sayles & Co L P | 185 | $16.0K | 0.00% | −20−9.8% | Reduced |
| Valley National Advisers Inc | 194 | $16.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 188 | $16.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 193 | $16.0K | 0.01% | +49+34.0% | Added |
| EverSource Wealth Advisors, LLC | 176 | $15.0K | 0.00% | −182−50.8% | Reduced |
| Clean Yield Group | 155 | $13.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 146 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 137 | $12.0K | 0.00% | +137 | New |
| Steward Financial Group LLC | 151 | $12.0K | 0.01% | +151 | New |
| Umb Bank N A | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 117 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $9.12K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 111 | $9.00K | 0.00% | 00.0% | Unchanged |