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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
E. Ohman J:or Asset Management AB14,700$1.27M0.05%––
Xponance, Inc.14,636$1.27M0.03%––
Voloridge Investment Management, LLC14,607$1.26M0.01%––
Cetera Investment Advisers14,327$1.24M0.02%––
Glenmede Trust Co NA14,327$1.24M0.01%––
Sowa Financial Group, Inc.14,223$1.23M0.87%––
Lazard Asset Management LLC14,208$1.23M0.00%––
Claro Advisors LLC14,027$1.22M0.62%––
GWM Advisors LLC13,781$1.19M0.04%––
Weld Capital Management LLC13,683$1.19M0.50%––
Banque Cantonale Vaudoise13,642$1.18M0.06%––
Patriot Financial Group Insurance Agency, LLC13,606$1.18M0.27%––
Fiduciary Trust Co13,574$1.18M0.02%––
Achmea Investment Management B.V.13,482$1.17M0.04%––
Private Advisor Group, LLC13,236$1.15M0.01%––
Anchor Capital Advisors LLC13,211$1.14M0.02%––
Cipher Capital LP12,850$1.11M0.13%––
Atria Investments LLC12,713$1.10M0.02%––
Mirae Asset Global Investments Co., Ltd.12,602$1.09M0.00%––
Essex Financial Services, Inc.12,399$1.07M0.19%––
Fulcrum Asset Management LLP–$1.07M0.68%––
Cigna Investments Inc12,305$1.06M0.07%––
BTR Capital Management Inc12,245$1.06M0.15%––
Advisor Partners LLC12,194$1.06M0.08%––
DC Investments Management, LLC11,879$1.03M2.55%––
BP PLC11,838$1.03M0.04%––
Connecticut Wealth Management, LLC11,784$1.02M0.09%––
Corbyn Investment Management Inc11,764$1.02M0.41%––
IBM Retirement Fund11,679$1.01M0.07%––
Ameritas Investment Company, LLC11,666$1.01M0.09%––
BI Asset Management Fondsmaeglerselskab A/S11,486$995.0K0.04%––
Marshall Wace, LLP11,221$972.0K0.01%––
Bard Financial Services, Inc.11,130$964.0K0.09%––
Baker Ellis Asset Management LLC11,090$960.0K0.21%––
Stratos Wealth Advisors, LLC11,071$959.0K0.10%––
Lombard Odier Asset Management (Switzerland) SA11,019$954.0K0.06%––
Spire Wealth Management10,927$946.0K0.03%––
Mirabella Financial Services LLP10,664$924.0K0.29%––
National Asset Management, Inc.10,640$922.0K0.03%––
Ameritas Investment Partners, Inc.10,470$905.0K0.03%––
Kesler, Norman & Wride, LLC10,445$904.0K0.22%––
Wealthspire Advisors, LLC10,394$900.0K0.02%––
Fisher Asset Management, LLC10,374$898.0K0.00%––
Corient Capital Partners, LLC10,376$898.0K0.08%––
MJP Associates Inc9,936$860.0K0.35%––
Cetera Advisor Networks LLC9,929$860.0K0.02%––
Chatham Capital Group, Inc.9,905$858.0K0.18%––
Unigestion Holding SA9,859$854.0K0.03%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9,831$851.0K0.09%––
Icon Wealth Partners, LLC9,714$841.0K0.11%––
Heritage Trust Co9,682$838.0K0.13%––
Inverness Counsel LLC9,651$836.0K0.03%––
Nachman Norwood & Parrott, Inc9,650$836.0K0.09%––
Colony Family Offices, LLC9,600$831.0K0.66%––
Cox Capital Mgt LLC9,598$831.0K0.58%––
Kentucky Retirement Systems Insurance Trust Fund9,563$828.0K0.09%––
World Asset Management Inc9,578$826.0K0.07%––
Virginia Retirement Systems Et Al9,500$823.0K0.01%––
Valley Brook Capital Group9,425$816.0K0.74%––
Davenport & Co LLC9,366$811.0K0.01%––
Colony Group LLC9,317$807.0K0.02%––
Occudo Quantitative Strategies LP9,257$802.0K0.18%––
Proequities, Inc.9,166$794.0K0.06%––
Optimal Asset Management, Inc.9,010$780.0K0.10%––
ExodusPoint Capital Management, LP8,997$779.0K0.02%––
Integrated Wealth Concepts LLC8,949$775.0K0.03%––
Bridgefront Capital, LLC8,852$766.0K0.24%––
Oppenheimer & Co Inc8,841$765.0K0.02%––
Regentatlantic Capital LLC8,752$758.0K0.03%––
McKinley Carter Wealth Services, Inc.8,761$758.0K0.06%––
Cape Cod Five Cents Savings Bank8,638$748.0K0.08%––
South State Corp.8,501$736.0K0.07%––
Brookstone Capital Management8,401$727.0K0.03%––
CWM, LLC9,023$724.0K0.01%––
Veritable, L.P.8,353$723.0K0.01%––
Crestwood Advisors Group LLC8,313$720.0K0.02%––
Prio Wealth Limited Partnership8,175$708.0K0.03%––
Vontobel Holding Ltd.8,136$705.0K0.01%––
Legg Mason Asset Management (Japan) Co., Ltd.8,101$701.0K0.76%––
Bridgeworth, LLC8,035$696.0K0.22%––
Blue Fin Capital, Inc.8,007$693.0K0.24%––
Stratos Wealth Partners, LTD.7,891$683.0K0.02%––
Wetherby Asset Management Inc7,880$682.0K0.05%––
Moneta Group Investment Advisors LLC7,772$673.0K0.04%––
IFP Advisors, Inc7,729$671.0K0.01%––
Banco Bilbao Vizcaya Argentaria, S.A.7,734$669.0K0.01%––
Central Trust Co7,720$668.0K0.03%––
People's United Financial, Inc.7,685$665.0K0.02%––
Valmark Advisers, Inc.7,644$662.0K0.01%––
Vident Investment Advisory, LLC7,597$658.0K0.02%––
Shelton Capital Management7,574$656.0K0.02%––
Zacks Investment Management7,358$637.0K0.01%––
LS Investment Advisors, LLC7,341$636.0K0.04%––
Waratah Capital Advisors Ltd.7,200$623.0K0.04%––
Hills Bank & Trust Co7,188$622.0K0.10%––
Cetera Advisors LLC7,145$619.0K0.02%––
Alberta Investment Management Corp7,100$615.0K0.01%––
Rafferty Asset Management, LLC6,979$604.0K0.00%––
McDonald Partners LLC6,739$584.0K0.15%––
Brown Advisory Inc6,688$580.0K0.00%––