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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
MEMBERS Trust Co2,436$211.0K0.01%––
Parallax Volatility Advisers, L.P.2,444$212.0K0.00%––
Bokf, NA2,464$213.0K0.00%––
Spirit of America Management Corp2,450$213.0K0.05%––
Washington Trust Co2,457$213.0K0.01%––
Bank of Stockton2,490$215.0K0.07%––
Benjamin F. Edwards & Company, Inc.2,480$215.0K0.01%––
Belpointe Asset Management LLC2,508$217.0K0.02%––
Burney Co2,527$219.0K0.01%––
CIBC World Markets Inc.2,528$219.0K0.00%––
Peak Financial Management, Inc.2,532$219.0K0.08%––
EP Wealth Advisors, LLC2,539$220.0K0.01%––
Signaturefd, LLC2,603$225.0K0.01%––
Man Group plc2,608$226.0K0.00%––
Investment Partners, Ltd.2,626$227.0K0.11%––
Ford Financial Group, LLC2,642$228.0K0.10%––
Athanor Capital, LP2,645$229.0K0.01%––
Optas, LLC2,663$230.0K0.07%––
Atlantic Union Bankshares Corp2,706$234.0K0.02%––
Jones Financial Companies LLLP2,740$237.0K0.00%––
Capital Investment Advisory Services, LLC2,736$237.0K0.03%––
Veriti Management LLC2,751$238.0K0.06%––
Simplex Trading, LLC2,770$239.0K0.01%––
Miracle Mile Advisors, LLC2,755$239.0K0.01%––
Aspire Private Capital, LLC2,766$240.0K0.08%––
Quadrant Capital Group LLC2,792$242.0K0.04%––
Adviser Investments LLC2,807$243.0K0.02%––
Associated Banc-Corp3,166$247.0K0.02%––
Assenagon Asset Management S.A.2,873$249.0K0.00%––
Ballentine Partners, LLC2,887$250.0K0.01%––
Newman Dignan & Sheerar, Inc.2,886$250.0K0.09%––
SeaCrest Wealth Management, LLC2,890$250.0K0.03%––
First American Trust, FSB2,932$254.0K0.04%––
Sequoia Financial Advisors, LLC2,942$255.0K0.01%––
Sound Income Strategies, LLC2,947$255.2K0.04%––
IHT Wealth Management, LLC2,962$256.0K0.02%––
Beaton Management Co. Inc.2,953$256.0K0.18%––
Gyon Technologies Capital Management, LP2,962$256.0K0.11%––
Truadvice, LLC3,011$256.0K0.08%––
Parcion Private Wealth LLC2,964$257.0K0.03%––
1st Source Bank2,975$258.0K0.02%––
Insight Wealth Strategies, LLC2,982$258.0K0.03%––
Woodstock Corp2,986$259.0K0.03%––
Venture Visionary Partners LLC3,000$259.0K0.02%––
Berkshire Asset Management LLC3,001$260.0K0.02%––
Citizens Financial Group Inc3,016$261.0K0.01%––
Cadence Wealth Management LLC3,042$263.0K0.24%––
Center for Financial Planning, Inc.3,047$264.0K0.07%––
Abacus Wealth Partners, LLC3,074$266.2K0.19%––
Girard Partners Ltd.3,093$267.0K0.04%––
Cresset Asset Management, LLC3,105$268.0K0.00%––
Bessemer Group Inc3,112$269.0K0.00%––
Marino, Stram & Associates LLC3,117$270.0K0.11%––
BSW Wealth Partners3,138$272.0K0.08%––
Buckingham Strategic Wealth, LLC3,154$273.0K0.01%––
YHB Investment Advisors, Inc.3,076$276.0K0.02%––
Private Capital Group, LLC3,189$276.0K0.07%––
Alpha Paradigm Partners, LLC3,196$277.0K0.11%––
Financial Advocates Investment Management3,205$278.0K0.02%––
Smithfield Trust Co3,217$279.0K0.02%––
Johnson Midwest Financial, LLC3,223$279.0K0.29%––
Johnson Investment Counsel Inc3,229$280.0K0.00%––
Csenge Advisory Group3,244$280.0K0.03%––
Great Valley Advisor Group, Inc.3,287$285.0K0.03%––
Glenview Trust Co3,305$286.0K0.01%––
Federated Hermes, Inc.3,311$287.0K0.00%––
Empirical Finance, LLC3,351$290.0K0.05%––
Means Investment Co., Inc.3,367$292.0K0.07%––
Gateway Investment Advisers LLC3,381$293.0K0.00%––
Pinkerton Retirement Specialists, LLC3,417$296.0K0.06%––
Cozad Asset Management Inc3,431$297.0K0.05%––
Sandy Spring Bank3,452$298.0K0.02%––
Apella Capital, LLC3,436$298.0K0.09%––
Rice Partnership, LLC3,470$300.0K0.11%––
Orion Portfolio Solutions, LLC3,467$300.0K0.01%––
Wilkins Investment Counsel Inc3,500$303.0K0.08%––
Tower Bridge Advisors3,502$303.2K0.02%––
HM Payson & Co3,542$307.0K0.01%––
NorthRock Partners, LLC3,565$309.0K0.03%––
TCF National Bank3,585$310.0K0.04%––
AlphaCrest Capital Management LLC3,586$311.0K0.02%––
HighPoint Advisor Group LLC3,657$315.0K0.04%––
Boston Private Wealth LLC3,666$317.0K0.00%––
Sentry Investment Management LLC3,680$319.0K0.09%––
Telemus Capital, LLC3,753$329.0K0.02%––
Acima Private Wealth, LLC3,800$329.0K0.16%––
Minot Wealth Management LLC3,798$329.0K0.08%––
Freedman Financial Associates, Inc.3,807$330.0K0.27%––
Coastal Capital Group, Inc.3,859$334.0K0.09%––
Oppenheimer Asset Management Inc.3,884$336.0K0.01%––
Geneos Wealth Management Inc.3,937$339.0K0.01%––
Lincoln National Corp3,918$340.0K0.01%––
CAPROCK Group, Inc.3,932$340.0K0.04%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,943$341.0K0.00%––
Strategic Investment Advisors3,953$342.0K0.09%––
Symmetry Partners, LLC4,000$346.0K0.02%––
Swiss Life Asset Management Ltd4,006$346.8K0.00%––
MAI Capital Management4,021$348.0K0.01%––
Financial Counselors Inc4,053$351.0K0.01%––
Centre Asset Management, LLC4,057$351.0K0.16%––