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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
Hemington Wealth Management4,108$356.0K0.15%––
Krilogy Financial LLC4,160$360.0K0.04%––
Mid Atlantic Financial Management Inc4,174$361.0K0.03%––
Grace & White Inc4,200$363.0K0.07%––
Altavista Wealth Management, Inc.4,307$373.0K0.09%––
Marble Harbor Investment Counsel, LLC4,361$378.0K0.05%––
Engineers Gate Manager LP4,367$378.0K0.02%––
Mayflower Financial Advisors, LLC4,392$380.0K0.06%––
Parsons Capital Management Inc4,397$381.0K0.03%––
Freestone Capital Holdings, LLC4,436$384.0K0.02%––
Berkshire Bank4,448$386.0K0.10%––
Beacon Pointe Advisors, LLC4,477$387.0K0.02%––
Parallel Advisors, LLC4,482$388.0K0.02%––
Hurlow Wealth Management Group, Inc.4,481$388.0K0.28%––
FineMark National Bank & Trust4,496$389.0K0.02%––
Clifford Swan Investment Counsel LLC4,505$390.0K0.02%––
Savant Capital, LLC4,504$390.0K0.02%––
Raymond James Trust N.A.4,512$391.0K0.01%––
Conning Inc.4,524$392.0K0.01%––
Voya Financial Advisors, Inc.4,539$392.0K0.02%––
Sullivan, Bruyette, Speros & Blaney, LLC4,581$397.0K0.02%––
Stadion Money Management, LLC4,595$398.0K0.02%––
Lombard Odier Asset Management (Europe) Ltd4,595$398.0K0.02%––
Destination Wealth Management4,605$399.0K0.02%––
Trust Co of Vermont4,624$400.0K0.03%––
Kore Private Wealth LLC4,637$402.0K0.05%––
Huntington National Bank4,652$403.0K0.00%––
Checchi Capital Advisers, LLC4,650$403.0K0.05%––
Cambridge Trust Co4,773$413.0K0.02%––
Boston Financial Mangement LLC4,784$414.0K0.02%––
Wedbush Securities Inc4,818$417.0K0.02%––
American Portfolios Advisors4,822$417.6K0.02%––
KCM Investment Advisors LLC4,854$420.0K0.02%––
Resources Management Corp4,895$424.0K0.06%––
Gofen & Glossberg LLC4,910$425.0K0.01%––
Ingalls & Snyder LLC4,923$426.0K0.02%––
Alphasimplex Group, LLC4,924$426.0K0.18%––
Summit X, LLC4,990$428.0K0.12%––
Outlook Wealth Advisors, LLC4,995$432.0K0.15%––
Tranquilli Financial Advisor LLC5,016$434.0K0.35%––
Livforsakringsbolaget Skandia, Omsesidigt5,048$437.0K0.03%––
Arete Wealth Advisors, LLC5,057$438.0K0.06%––
Midwest Professional Planners, LTD.5,645$441.0K0.45%––
Wells Trecaso Financial Group, LLC5,147$446.0K0.24%––
FC Advisory LLC5,157$447.0K0.22%––
Avantax Advisory Services, Inc.5,215$451.0K0.01%––
Calton & Associates, Inc.5,283$457.0K0.09%––
Kestra Private Wealth Services, LLC5,293$458.0K0.03%––
Jane Street Group, LLC5,335$462.0K0.00%––
KC Investment Advisors, LLC5,391$467.0K0.43%––
Greenleaf Trust5,400$468.0K0.01%––
American State Bank (Iowa)5,436$470.7K0.40%––
IndexIQ Advisors LLC5,482$475.0K0.02%––
Resources Investment Advisors, LLC.5,544$480.0K0.02%––
Great Lakes Advisors, LLC5,567$482.0K0.01%––
Barber Financial Group, Inc.5,564$482.0K0.07%––
DuPont Capital Management Corp5,588$484.0K0.01%––
Intrua Financial, LLC5,563$484.0K0.12%––
Charter Trust Co5,603$485.0K0.05%––
Beirne Wealth Consulting Services, LLC5,602$485.0K0.28%––
First Manhattan Co5,625$487.0K0.00%––
FourThought Financial, LLC5,680$491.0K0.07%––
Hobart Private Capital, LLC5,682$492.0K0.20%––
Thomasville National Bank6,308$493.0K0.09%––
Walleye Trading LLC5,805$503.0K0.02%––
Segall Bryant & Hamill, LLC5,835$506.0K0.01%––
Boston Family Office LLC5,847$506.0K0.04%––
Knuff & Co LLC5,864$508.0K0.22%––
Northwestern Mutual Wealth Management Co5,922$512.0K0.00%––
Independent Advisor Alliance5,953$515.0K0.03%––
Sculati Wealth Management, LLC5,963$516.0K0.30%––
Whittier Trust Co5,992$519.0K0.01%––
RFG Advisory, LLC6,006$520.0K0.06%––
blooom, inc.3,931$526.0K0.41%––
Sowell Financial Services LLC6,352$536.0K0.02%––
Barry Investment Advisors, LLC6,197$537.0K0.15%––
Savior LLC6,301$546.0K0.55%––
BBR Partners, LLC6,343$549.0K0.05%––
Beaumont Financial Partners, LLC6,367$551.0K0.05%––
Aevitas Wealth Management, Inc.6,385$553.0K0.39%––
Sound Financial Strategies Group, LLC6,390$553.0K0.28%––
Allworth Financial LP6,392$554.0K0.01%––
J.W. Cole Advisors, Inc.6,455$559.0K0.05%––
Laurel Wealth Advisors, Inc.6,501$563.0K0.09%––
Alpha Cubed Investments, LLC6,516$564.0K0.04%––
HBK Sorce Advisory LLC6,548$567.0K0.03%––
CPWM, LLC6,587$570.0K0.05%––
Presima Inc.6,600$571.0K0.08%––
Coastal Bridge Advisors, LLC6,596$571.0K0.10%––
Brown Advisory Inc6,688$580.0K0.00%––
McDonald Partners LLC6,739$584.0K0.15%––
Rafferty Asset Management, LLC6,979$604.0K0.00%––
Alberta Investment Management Corp7,100$615.0K0.01%––
Cetera Advisors LLC7,145$619.0K0.02%––
Hills Bank & Trust Co7,188$622.0K0.10%––
Waratah Capital Advisors Ltd.7,200$623.0K0.04%––
LS Investment Advisors, LLC7,341$636.0K0.04%––
Zacks Investment Management7,358$637.0K0.01%––
Shelton Capital Management7,574$656.0K0.02%––
Vident Investment Advisory, LLC7,597$658.0K0.02%––