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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
Presima Inc.6,600$571.0K0.08%––
Coastal Bridge Advisors, LLC6,596$571.0K0.10%––
CPWM, LLC6,587$570.0K0.05%––
HBK Sorce Advisory LLC6,548$567.0K0.03%––
Alpha Cubed Investments, LLC6,516$564.0K0.04%––
Laurel Wealth Advisors, Inc.6,501$563.0K0.09%––
J.W. Cole Advisors, Inc.6,455$559.0K0.05%––
Allworth Financial LP6,392$554.0K0.01%––
Aevitas Wealth Management, Inc.6,385$553.0K0.39%––
Sound Financial Strategies Group, LLC6,390$553.0K0.28%––
Beaumont Financial Partners, LLC6,367$551.0K0.05%––
BBR Partners, LLC6,343$549.0K0.05%––
Savior LLC6,301$546.0K0.55%––
Barry Investment Advisors, LLC6,197$537.0K0.15%––
Sowell Financial Services LLC6,352$536.0K0.02%––
blooom, inc.3,931$526.0K0.41%––
RFG Advisory, LLC6,006$520.0K0.06%––
Whittier Trust Co5,992$519.0K0.01%––
Sculati Wealth Management, LLC5,963$516.0K0.30%––
Independent Advisor Alliance5,953$515.0K0.03%––
Northwestern Mutual Wealth Management Co5,922$512.0K0.00%––
Knuff & Co LLC5,864$508.0K0.22%––
Segall Bryant & Hamill, LLC5,835$506.0K0.01%––
Boston Family Office LLC5,847$506.0K0.04%––
Walleye Trading LLC5,805$503.0K0.02%––
Thomasville National Bank6,308$493.0K0.09%––
Hobart Private Capital, LLC5,682$492.0K0.20%––
FourThought Financial, LLC5,680$491.0K0.07%––
First Manhattan Co5,625$487.0K0.00%––
Charter Trust Co5,603$485.0K0.05%––
Beirne Wealth Consulting Services, LLC5,602$485.0K0.28%––
DuPont Capital Management Corp5,588$484.0K0.01%––
Intrua Financial, LLC5,563$484.0K0.12%––
Great Lakes Advisors, LLC5,567$482.0K0.01%––
Barber Financial Group, Inc.5,564$482.0K0.07%––
Resources Investment Advisors, LLC.5,544$480.0K0.02%––
IndexIQ Advisors LLC5,482$475.0K0.02%––
American State Bank (Iowa)5,436$470.7K0.40%––
Greenleaf Trust5,400$468.0K0.01%––
KC Investment Advisors, LLC5,391$467.0K0.43%––
Jane Street Group, LLC5,335$462.0K0.00%––
Kestra Private Wealth Services, LLC5,293$458.0K0.03%––
Calton & Associates, Inc.5,283$457.0K0.09%––
Avantax Advisory Services, Inc.5,215$451.0K0.01%––
FC Advisory LLC5,157$447.0K0.22%––
Wells Trecaso Financial Group, LLC5,147$446.0K0.24%––
Midwest Professional Planners, LTD.5,645$441.0K0.45%––
Arete Wealth Advisors, LLC5,057$438.0K0.06%––
Livforsakringsbolaget Skandia, Omsesidigt5,048$437.0K0.03%––
Tranquilli Financial Advisor LLC5,016$434.0K0.35%––
Outlook Wealth Advisors, LLC4,995$432.0K0.15%––
Summit X, LLC4,990$428.0K0.12%––
Ingalls & Snyder LLC4,923$426.0K0.02%––
Alphasimplex Group, LLC4,924$426.0K0.18%––
Gofen & Glossberg LLC4,910$425.0K0.01%––
Resources Management Corp4,895$424.0K0.06%––
KCM Investment Advisors LLC4,854$420.0K0.02%––
American Portfolios Advisors4,822$417.6K0.02%––
Wedbush Securities Inc4,818$417.0K0.02%––
Boston Financial Mangement LLC4,784$414.0K0.02%––
Cambridge Trust Co4,773$413.0K0.02%––
Huntington National Bank4,652$403.0K0.00%––
Checchi Capital Advisers, LLC4,650$403.0K0.05%––
Kore Private Wealth LLC4,637$402.0K0.05%––
Trust Co of Vermont4,624$400.0K0.03%––
Destination Wealth Management4,605$399.0K0.02%––
Stadion Money Management, LLC4,595$398.0K0.02%––
Lombard Odier Asset Management (Europe) Ltd4,595$398.0K0.02%––
Sullivan, Bruyette, Speros & Blaney, LLC4,581$397.0K0.02%––
Conning Inc.4,524$392.0K0.01%––
Voya Financial Advisors, Inc.4,539$392.0K0.02%––
Raymond James Trust N.A.4,512$391.0K0.01%––
Clifford Swan Investment Counsel LLC4,505$390.0K0.02%––
Savant Capital, LLC4,504$390.0K0.02%––
FineMark National Bank & Trust4,496$389.0K0.02%––
Parallel Advisors, LLC4,482$388.0K0.02%––
Hurlow Wealth Management Group, Inc.4,481$388.0K0.28%––
Beacon Pointe Advisors, LLC4,477$387.0K0.02%––
Berkshire Bank4,448$386.0K0.10%––
Freestone Capital Holdings, LLC4,436$384.0K0.02%––
Parsons Capital Management Inc4,397$381.0K0.03%––
Mayflower Financial Advisors, LLC4,392$380.0K0.06%––
Marble Harbor Investment Counsel, LLC4,361$378.0K0.05%––
Engineers Gate Manager LP4,367$378.0K0.02%––
Altavista Wealth Management, Inc.4,307$373.0K0.09%––
Grace & White Inc4,200$363.0K0.07%––
Mid Atlantic Financial Management Inc4,174$361.0K0.03%––
Krilogy Financial LLC4,160$360.0K0.04%––
Hemington Wealth Management4,108$356.0K0.15%––
Financial Counselors Inc4,053$351.0K0.01%––
Centre Asset Management, LLC4,057$351.0K0.16%––
MAI Capital Management4,021$348.0K0.01%––
Swiss Life Asset Management Ltd4,006$346.8K0.00%––
Symmetry Partners, LLC4,000$346.0K0.02%––
Strategic Investment Advisors3,953$342.0K0.09%––
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,943$341.0K0.00%––
Lincoln National Corp3,918$340.0K0.01%––
CAPROCK Group, Inc.3,932$340.0K0.04%––
Geneos Wealth Management Inc.3,937$339.0K0.01%––
Oppenheimer Asset Management Inc.3,884$336.0K0.01%––