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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
Valmark Advisers, Inc.7,644$662.0K0.01%––
People's United Financial, Inc.7,685$665.0K0.02%––
Central Trust Co7,720$668.0K0.03%––
Banco Bilbao Vizcaya Argentaria, S.A.7,734$669.0K0.01%––
IFP Advisors, Inc7,729$671.0K0.01%––
Moneta Group Investment Advisors LLC7,772$673.0K0.04%––
Wetherby Asset Management Inc7,880$682.0K0.05%––
Stratos Wealth Partners, LTD.7,891$683.0K0.02%––
Blue Fin Capital, Inc.8,007$693.0K0.24%––
Bridgeworth, LLC8,035$696.0K0.22%––
Legg Mason Asset Management (Japan) Co., Ltd.8,101$701.0K0.76%––
Vontobel Holding Ltd.8,136$705.0K0.01%––
Prio Wealth Limited Partnership8,175$708.0K0.03%––
Crestwood Advisors Group LLC8,313$720.0K0.02%––
Veritable, L.P.8,353$723.0K0.01%––
CWM, LLC9,023$724.0K0.01%––
Brookstone Capital Management8,401$727.0K0.03%––
South State Corp.8,501$736.0K0.07%––
Cape Cod Five Cents Savings Bank8,638$748.0K0.08%––
Regentatlantic Capital LLC8,752$758.0K0.03%––
McKinley Carter Wealth Services, Inc.8,761$758.0K0.06%––
Oppenheimer & Co Inc8,841$765.0K0.02%––
Bridgefront Capital, LLC8,852$766.0K0.24%––
Integrated Wealth Concepts LLC8,949$775.0K0.03%––
ExodusPoint Capital Management, LP8,997$779.0K0.02%––
Optimal Asset Management, Inc.9,010$780.0K0.10%––
Proequities, Inc.9,166$794.0K0.06%––
Occudo Quantitative Strategies LP9,257$802.0K0.18%––
Colony Group LLC9,317$807.0K0.02%––
Davenport & Co LLC9,366$811.0K0.01%––
Valley Brook Capital Group9,425$816.0K0.74%––
Virginia Retirement Systems Et Al9,500$823.0K0.01%––
World Asset Management Inc9,578$826.0K0.07%––
Kentucky Retirement Systems Insurance Trust Fund9,563$828.0K0.09%––
Colony Family Offices, LLC9,600$831.0K0.66%––
Cox Capital Mgt LLC9,598$831.0K0.58%––
Inverness Counsel LLC9,651$836.0K0.03%––
Nachman Norwood & Parrott, Inc9,650$836.0K0.09%––
Heritage Trust Co9,682$838.0K0.13%––
Icon Wealth Partners, LLC9,714$841.0K0.11%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9,831$851.0K0.09%––
Unigestion Holding SA9,859$854.0K0.03%––
Chatham Capital Group, Inc.9,905$858.0K0.18%––
MJP Associates Inc9,936$860.0K0.35%––
Cetera Advisor Networks LLC9,929$860.0K0.02%––
Fisher Asset Management, LLC10,374$898.0K0.00%––
Corient Capital Partners, LLC10,376$898.0K0.08%––
Wealthspire Advisors, LLC10,394$900.0K0.02%––
Kesler, Norman & Wride, LLC10,445$904.0K0.22%––
Ameritas Investment Partners, Inc.10,470$905.0K0.03%––
National Asset Management, Inc.10,640$922.0K0.03%––
Mirabella Financial Services LLP10,664$924.0K0.29%––
Spire Wealth Management10,927$946.0K0.03%––
Lombard Odier Asset Management (Switzerland) SA11,019$954.0K0.06%––
Stratos Wealth Advisors, LLC11,071$959.0K0.10%––
Baker Ellis Asset Management LLC11,090$960.0K0.21%––
Bard Financial Services, Inc.11,130$964.0K0.09%––
Marshall Wace, LLP11,221$972.0K0.01%––
BI Asset Management Fondsmaeglerselskab A/S11,486$995.0K0.04%––
Ameritas Investment Company, LLC11,666$1.01M0.09%––
IBM Retirement Fund11,679$1.01M0.07%––
Corbyn Investment Management Inc11,764$1.02M0.41%––
Connecticut Wealth Management, LLC11,784$1.02M0.09%––
BP PLC11,838$1.03M0.04%––
DC Investments Management, LLC11,879$1.03M2.55%––
Advisor Partners LLC12,194$1.06M0.08%––
BTR Capital Management Inc12,245$1.06M0.15%––
Cigna Investments Inc12,305$1.06M0.07%––
Fulcrum Asset Management LLP–$1.07M0.68%––
Essex Financial Services, Inc.12,399$1.07M0.19%––
Mirae Asset Global Investments Co., Ltd.12,602$1.09M0.00%––
Atria Investments LLC12,713$1.10M0.02%––
Cipher Capital LP12,850$1.11M0.13%––
Anchor Capital Advisors LLC13,211$1.14M0.02%––
Private Advisor Group, LLC13,236$1.15M0.01%––
Achmea Investment Management B.V.13,482$1.17M0.04%––
Fiduciary Trust Co13,574$1.18M0.02%––
Patriot Financial Group Insurance Agency, LLC13,606$1.18M0.27%––
Banque Cantonale Vaudoise13,642$1.18M0.06%––
Weld Capital Management LLC13,683$1.19M0.50%––
GWM Advisors LLC13,781$1.19M0.04%––
Claro Advisors LLC14,027$1.22M0.62%––
Lazard Asset Management LLC14,208$1.23M0.00%––
Sowa Financial Group, Inc.14,223$1.23M0.87%––
Glenmede Trust Co NA14,327$1.24M0.01%––
Cetera Investment Advisers14,327$1.24M0.02%––
Voloridge Investment Management, LLC14,607$1.26M0.01%––
Xponance, Inc.14,636$1.27M0.03%––
E. Ohman J:or Asset Management AB14,700$1.27M0.05%––
Allstate Corp14,970$1.30M0.04%––
Northwestern Mutual Investment Management Company, LLC15,550$1.35M0.02%––
Profund Advisors LLC15,551$1.35M0.05%––
Regions Financial Corp15,633$1.35M0.01%––
Stephens Inc15,783$1.37M0.02%––
Sheaff Brock Investment Advisors, LLC15,799$1.37M0.15%––
Welch & Forbes LLC15,865$1.37M0.03%––
Thrivent Financial for Lutherans15,887$1.38M0.00%––
QS Investors, LLC15,957$1.38M0.02%––
Virtus ETF Advisers LLC16,270$1.41M0.60%––
Kempen Capital Management N.V.16,375$1.42M0.06%––