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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
JGP Wealth Management, LLC2,348$203.0K0.05%––
Stephenson National Bank & Trust2,336$202.0K0.14%––
United Capital Financial Advisers, LLC2,312$200.0K0.00%––
Baystate Wealth Management LLC2,205$191.0K0.02%––
Harbour Investments, Inc.2,193$190.0K0.01%––
Montag A & Associates Inc2,200$190.0K0.01%––
Tompkins Financial Corp2,065$179.0K0.03%––
Lountzis Asset Management, LLC2,050$177.5K0.12%––
BerganKDV Wealth Management, LLC2,049$177.0K0.02%––
RMR Wealth Builders2,039$177.0K0.05%––
West Paces Advisors Inc.2,001$173.3K0.07%––
Bank Julius Baer & Co. Ltd, Zurich1,993$173.0K0.00%––
Oakworth Capital, Inc.1,911$165.0K0.02%––
Endurance Wealth Management, Inc.1,889$164.0K0.02%––
Meeder Asset Management Inc1,808$157.0K0.01%––
Tortoise Investment Management, LLC1,797$156.0K0.03%––
Accel Wealth Management1,807$156.0K0.13%––
Plante Moran Financial Advisors, LLC1,790$155.0K0.04%––
GoalVest Advisory LLC1,715$149.0K0.11%––
Acadian Asset Management LLC1,704$148.0K0.00%––
Holloway Wealth Management, LLC–$147.0K0.05%––
Sargent Bickham Lagudis LLC1,636$142.0K0.01%––
Old North State Trust, LLC1,640$142.0K0.11%––
Regal Wealth Group, Inc.1,543$134.0K0.08%––
Leelyn Smith, LLC1,540$133.0K0.04%––
Kistler-Tiffany Companies, LLC1,505$130.0K0.03%––
AdvisorNet Financial, Inc1,495$129.0K0.01%––
Farmers & Merchants Investments Inc1,470$127.0K0.01%––
Ossiam1,402$121.0K0.00%––
Arkadios Wealth Advisors1,403$121.0K0.02%––
Maverick Capital LtdSuperinvestorMaverick Capital1,370$119.0K0.00%––
Webster Bank, N. A.1,366$118.0K0.01%––
Hantz Financial Services, Inc.1,339$116.0K0.00%––
Tobam1,265$110.0K0.00%––
Selective Wealth Management, Inc.1,246$108.0K0.10%––
Reilly Financial Advisors, LLC1,240$107.0K0.01%––
Gradient Investments LLC1,189$103.0K0.00%––
Jacobi Capital Management LLC1,188$103.0K0.02%––
Vigilant Capital Management, LLC1,127$98.0K0.01%––
CVA Family Office, LLC1,070$93.0K0.04%––
O'Shaughnessy Asset Management, LLC1,037$90.0K0.00%––
Sawyer & Company, Inc1,030$89.0K0.04%––
Federation des caisses Desjardins du Quebec1,019$88.3K0.00%––
NEXT Financial Group, Inc1,001$87.0K0.01%––
Ci Investments Inc.929$80.0K0.00%––
TSFG, LLC918$79.0K0.04%––
CoreFirst Bank & Trust907$79.0K0.05%––
Assetmark, Inc891$77.0K0.00%––
Jackson, Grant Investment Advisers, Inc.874$76.0K0.03%––
Capital Advisors, Ltd. LLC867$75.0K0.01%––
Piscataqua Savings Bank869$75.0K0.07%––
Massmutual Trust Co FSB810$70.0K0.00%––
Brewin Dolphin Ltd781$67.6K0.00%––
Bartlett & Co. Wealth Management LLC744$64.4K0.00%––
Perkins Coie Trust Co734$64.0K0.02%––
Bartlett & Co. LLC744$64.0K0.00%––
Carroll Financial Associates, Inc.742$64.0K0.00%––
Caldwell Trust Co730$63.2K0.01%––
Heritage Wealth Management, LLC668$58.0K0.03%––
Elmwood Wealth Management, Inc.661$57.0K0.03%––
Whittier Trust Co of Nevada Inc646$56.0K0.00%––
Ellevest, Inc.601$52.0K0.01%––
Cribstone Capital Management, LLC600$52.0K0.03%––
Rosenberg Matthew Hamilton600$52.0K0.03%––
Heritage Wealth Advisors600$52.0K0.00%––
Bay Harbor Wealth Management, LLC587$51.0K0.02%––
Tradition Wealth Management, LLC570$49.0K0.01%––
Sonora Investment Management, LLC551$48.0K0.00%––
International Assets Investment Management, LLC544$47.0K0.00%––
City Holding Co533$46.0K0.01%––
Kelly Financial Services LLC521$45.1K0.03%––
Focused Wealth Management, Inc524$45.0K0.01%––
FormulaFolio Investments, LLC538$45.0K0.01%––
Eudaimonia Partners, LLC479$42.0K0.01%––
Delta Asset Management LLC474$41.0K0.00%––
CX Institutional463$40.0K0.00%––
Enterprise Financial Services Corp448$39.0K0.01%––
Bogart Wealth, LLC455$39.0K0.01%––
Arrow Financial Corp435$38.0K0.01%––
Goodwin Investment Advisory438$38.0K0.04%––
Wealthcare Advisory Partners LLC431$37.0K0.00%––
RWM Asset Management, LLC430$37.0K0.01%––
Covington Capital Management417$36.0K0.00%––
Global Retirement Partners, LLC418$36.0K0.00%––
Benjamin Edwards Inc408$35.0K0.03%––
Hartford Financial Management Inc.388$34.0K0.01%––
Brown Brothers Harriman & Co384$33.0K0.00%––
AllSquare Wealth Management LLC381$33.0K0.02%––
MV Capital Management, Inc.365$32.0K0.01%––
Zions Bancorporation, N.A.365$32.0K0.00%––
Horan Securities, Inc.368$32.0K0.03%––
Lloyd Advisory Services, LLC.371$32.0K0.02%––
CSat Investment Advisory, L.P.355$31.0K0.03%––
TCI Wealth Advisors, Inc.353$31.0K0.01%––
First Personal Financial Services350$30.0K0.01%––
Berman Capital Advisors, LLC348$30.0K0.01%––
Versant Capital Management, Inc348$30.0K0.01%––
Salem Investment Counselors Inc327$28.0K0.00%––
Tarbox Family Office, Inc.321$28.0K0.01%––
Glen Eagle Advisors, LLC312$27.0K0.01%––