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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, Q1 2021

Institutional positions in Eversource Energy as of Mar 31, 2021. 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
789
No complete 13F data for Q4 2020
Shares held
269.0M
No complete 13F data for Q4 2020
Total value
$23.3B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 789 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ1 2021: $23.3B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eversource Energy.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ES in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC7$00.00%––
USA Financial Portformulas Corp5$00.00%––
Evoke Wealth, LLC3$00.00%––
Financial Perspectives, Inc18,184$2100.01%––
FIL Ltd7$1.00K0.00%––
Harbor Investment Advisory, LLC12$1.00K0.00%––
Valeo Financial Advisors, LLC11$1.00K0.00%––
Larson Financial Group LLC6$1.00K0.00%––
Standard Family Office LLC12$1.00K0.00%––
American National Bank18$2.00K0.00%––
TD Capital Management LLC25$2.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.27$2.00K0.00%––
Financial Management Professionals, Inc.28$2.00K0.00%––
Fieldpoint Private Securities, LLC20$2.00K0.00%––
Aua Capital Management, LLC19$2.00K0.00%––
Grandview Asset Management LLC22$2.00K0.00%––
Pacifica Partners Inc.20$2.00K0.00%––
Wealthcare Capital Management LLC38$3.00K0.00%––
Lenox Wealth Advisors, LLC37$3.00K0.00%––
Winch Advisory Services, LLC38$3.00K0.00%––
McIlrath & Eck, LLC36$3.00K0.00%––
Bedel Financial Consulting, Inc.32$3.00K0.00%––
Newbridge Financial Services Group, Inc.33$3.00K0.00%––
Arlington Partners LLC45$4.00K0.00%––
Point72 Hong Kong Ltd41$4.00K0.00%––
First Command Bank49$4.00K0.00%––
First Command Financial Services, Inc.49$4.00K0.00%––
Evolution Wealth Advisors, LLC49$4.00K0.00%––
Hanson & Doremus Investment Management60$5.00K0.00%––
Atlas Private Wealth Advisors54$5.00K0.00%––
SOA Wealth Advisors, LLC.58$5.00K0.00%––
Sutton Wealth Advisors Inc.67$5.80K0.00%––
Proffitt & Goodson Inc65$6.00K0.00%––
Asset Dedication, LLC65$6.00K0.00%––
Rocky Mountain Advisers, LLC75$6.00K0.01%––
Column Capital Advisors, LLC68$6.00K0.00%––
FinTrust Capital Advisors, LLC69$6.00K0.00%––
Centerpoint Advisors, LLC75$6.00K0.00%––
San Francisco Sentry Investment Group (Ca)76$7.00K0.00%––
Ironwood Financial, llc87$8.00K0.00%––
MPS Loria Financial Planners, LLC101$8.00K0.00%––
Prestige Wealth Management Group LLC98$8.00K0.00%––
Resolute Partners Group110$8.00K0.00%––
Cranbrook Wealth Management, LLC100$9.00K0.00%––
Truvestments Capital LLC107$9.00K0.01%––
Rockbridge Investment Management, LCC108$9.00K0.00%––
Atlas Capital Advisors LLC112$9.70K0.00%––
Stuart Chaussee & Associates, Inc.115$10.0K0.00%––
Norway Savings Bank117$10.0K0.01%––
Westside Investment Management, Inc.134$11.0K0.00%––
Fusion Family Wealth LLC131$11.0K0.00%––
Investors Research Corp130$11.0K0.00%––
Ancora Advisors, LLC136$12.0K0.00%––
JFS Wealth Advisors, LLC135$12.0K0.00%––
Summit Wealth Group, LLC150$13.0K0.02%––
First Horizon Advisors, Inc.177$14.0K0.00%––
Allred Capital Management, LLC163$14.1K0.01%––
Pflug Koory, LLC179$15.0K0.01%––
Carolinas Wealth Consulting LLC172$15.0K0.00%––
Manchester Capital Management LLC180$16.0K0.00%––
Valley National Advisers Inc198$17.0K0.00%––
North Star Investment Management Corp.191$17.0K0.00%––
AGF Investments LLC201$17.0K0.00%––
Robbins Farley LLC200$17.0K0.01%––
Sun Life Financial INC204$18.0K0.00%––
Motco211$18.0K0.00%––
Raffa Wealth Management, LLC221$19.1K0.01%––
Flagship Private Wealth, LLC228$20.0K0.02%––
Earnest Partners LLC234$20.0K0.00%––
Farmers & Merchants Trust Co of Chambersburg PA244$21.0K0.02%––
Gleason Group, Inc.246$21.0K0.01%––
Anchor Investment Management, LLC246$21.3K0.00%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$21.6K0.03%––
Baldwin Brothers Inc269$23.0K0.00%––
Atwood & Palmer Inc262$23.0K0.00%––
Hall Laurie J Trustee270$23.0K0.01%––
Parkside Financial Bank & Trust267$23.0K0.01%––
FAI Wealth Management275$23.0K0.02%––
First Horizon Corp284$24.0K0.00%––
Loomis Sayles & Co L P279$24.0K0.00%––
MCF Advisors LLC278$24.0K0.00%––
Graves-Light Private Wealth Management, Inc.278$24.0K0.00%––
Mark Sheptoff Financial Planning, LLC288$25.0K0.01%––
Meridian Wealth Partners, LLC286$25.0K0.01%––
Cascade Investment Advisors, Inc.300$26.0K0.02%––
BDO Wealth Advisors, LLC300$26.0K0.00%––
Rockefeller Capital Management L.P.308$26.0K0.00%––
Concord Wealth Partners296$26.0K0.01%––
Lindbrook Capital, LLC307$27.0K0.01%––
Glen Eagle Advisors, LLC312$27.0K0.01%––
Salem Investment Counselors Inc327$28.0K0.00%––
Tarbox Family Office, Inc.321$28.0K0.01%––
First Personal Financial Services350$30.0K0.01%––
Berman Capital Advisors, LLC348$30.0K0.01%––
Versant Capital Management, Inc348$30.0K0.01%––
CSat Investment Advisory, L.P.355$31.0K0.03%––
TCI Wealth Advisors, Inc.353$31.0K0.01%––
MV Capital Management, Inc.365$32.0K0.01%––
Zions Bancorporation, N.A.365$32.0K0.00%––
Horan Securities, Inc.368$32.0K0.03%––