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Livermore
Livermore
ZHEN

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, Q2 2021

Institutional positions in Eversource Energy as of Jun 30, 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
775
−7 vs. Q1 2021
Shares held
267.7M
−208.4K (−0.1%) vs. Q1 2021
Total value
$21.5B
−$1.71B (−7.4%) vs. Q1 2021
New holders
71
296 more added
Sold out
78
253 more reduced

7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 775 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 heldQ2 2021: $21.5B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2021.

Institutions holding ES in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$00.00%+3+42.9%Added
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Kelly Financial Services LLC34,452$4290.02%+33,931+6,512.7%Added
American National Bank18$1.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC12$1.00K0.00%00.0%Unchanged
Standard Family Office LLC12$1.00K0.00%00.0%Unchanged
Red Door Wealth Management, LLC18$1.00K0.00%+18New
Atlas Capital Advisors LLC15$1.20K0.00%−97−86.6%Reduced
TD Capital Management LLC25$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.28$2.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC20$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC28$2.00K0.00%+9+47.4%Added
Pacifica Partners Inc.20$2.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC28$2.00K0.00%+28New
Winch Advisory Services, LLC38$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC36$3.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.32$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.33$3.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.40$3.00K0.00%+13+48.1%Added
Atlas Private Wealth Advisors54$4.00K0.00%00.0%Unchanged
Arlington Partners LLC45$4.00K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC49$4.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC46$4.00K0.00%+46New
Proffitt & Goodson Inc65$5.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.73$5.00K0.00%+15+25.9%Added
Sutton Wealth Advisors Inc.67$5.38K0.00%00.0%Unchanged
Ellevest, Inc.76$6.00K0.00%−525−87.4%Reduced
Rocky Mountain Advisers, LLC75$6.00K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC69$6.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC77$6.00K0.00%+77New
Evermay Wealth Management LLC70$6.00K0.00%+70New
Prestige Wealth Management Group LLC98$8.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$8.02K0.00%−212−67.9%Reduced
Stuart Chaussee & Associates, Inc.115$9.00K0.00%00.0%Unchanged
Norway Savings Bank117$9.00K0.00%00.0%Unchanged
Truvestments Capital LLC107$9.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC108$9.00K0.00%00.0%Unchanged
Resolute Partners Group110$9.00K0.00%00.0%Unchanged
San Francisco Sentry Investment Group (Ca)116$9.00K0.00%+40+52.6%Added
Westside Investment Management, Inc.134$10.0K0.00%00.0%Unchanged
Investors Research Corp130$10.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC135$11.0K0.00%00.0%Unchanged
Castleview Partners, LLC135$11.0K0.00%+135New
Summit Wealth Group, LLC150$12.0K0.02%00.0%Unchanged
Ironwood Financial, llc145$12.0K0.00%+58+66.7%Added
Ancora Advisors, LLC167$13.0K0.00%+31+22.8%Added
Asset Dedication, LLC165$13.0K0.00%+100+153.8%Added
Column Capital Advisors, LLC168$13.0K0.00%+100+147.1%Added
Manchester Capital Management LLC180$14.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC172$14.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.175$14.0K0.00%+175New
Hartford Financial Management Inc.188$15.0K0.00%−200−51.5%Reduced
North Star Investment Management Corp.191$15.0K0.00%00.0%Unchanged
Valley National Advisers Inc194$16.0K0.00%−4−2.0%Reduced
Financial Perspectives, Inc210$16.9K0.01%−17,974−98.8%Reduced
Motco211$17.0K0.00%00.0%Unchanged
Raffa Wealth Management, LLC221$17.7K0.01%00.0%Unchanged
Flagship Private Wealth, LLC228$18.9K0.01%00.0%Unchanged
Lindbrook Capital, LLC234$19.0K0.00%−73−23.8%Reduced
Earnest Partners LLC234$19.0K0.00%00.0%Unchanged
Anchor Investment Management, LLC246$19.7K0.00%00.0%Unchanged
Salem Investment Counselors Inc244$20.0K0.00%−83−25.4%Reduced
Farmers & Merchants Trust Co of Chambersburg PA244$20.0K0.01%00.0%Unchanged
Gleason Group, Inc.248$20.0K0.01%+2+0.8%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$20.1K0.02%00.0%Unchanged
Atwood & Palmer Inc262$21.0K0.00%00.0%Unchanged
Pacitti Group Inc.262$21.0K0.01%+262New
First Horizon Corp284$22.0K0.00%00.0%Unchanged
MCF Advisors LLC278$22.0K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.278$22.0K0.00%00.0%Unchanged
Baldwin Brothers Inc269$22.0K0.00%00.0%Unchanged
Hall Laurie J Trustee270$22.0K0.01%00.0%Unchanged
FAI Wealth Management275$22.0K0.02%00.0%Unchanged
Loomis Sayles & Co L P289$23.0K0.00%+10+3.6%Added
Parkside Financial Bank & Trust290$23.0K0.01%+23+8.6%Added
BDO Wealth Advisors, LLC300$24.0K0.00%00.0%Unchanged
Concord Wealth Partners293$24.0K0.01%−3−1.0%Reduced
Pinnacle Financial Partners Inc297$24.0K0.00%+297New
Pinnacle Wealth Advisors297$24.0K0.00%+297New
Cascade Investment Advisors, Inc.300$24.1K0.02%00.0%Unchanged
Tarbox Family Office, Inc.321$26.0K0.00%00.0%Unchanged
First Personal Financial Services350$28.0K0.01%00.0%Unchanged
Versant Capital Management, Inc348$28.0K0.01%00.0%Unchanged
Brown Brothers Harriman & Co364$29.0K0.00%−20−5.2%Reduced
Zions Bancorporation, N.A.365$29.0K0.00%00.0%Unchanged
Berman Capital Advisors, LLC381$30.0K0.00%+33+9.5%Added
AllSquare Wealth Management LLC381$31.0K0.02%00.0%Unchanged
MV Capital Management, Inc.390$31.0K0.01%+25+6.8%Added
Horan Securities, Inc.395$32.0K0.02%+27+7.3%Added
Enterprise Financial Services Corp414$33.0K0.01%−34−7.6%Reduced
Covington Capital Management417$33.0K0.00%00.0%Unchanged
Benjamin Edwards Inc408$33.0K0.02%00.0%Unchanged
Lloyd Advisory Services, LLC.414$33.0K0.02%+43+11.6%Added
Global Retirement Partners, LLC424$34.0K0.00%+6+1.4%Added
Lion Street Advisors, LLC424$34.0K1.23%+424New
Bogart Wealth, LLC455$37.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC472$38.0K0.01%+472New
Tortoise Investment Management, LLC485$39.0K0.01%−1,312−73.0%Reduced
Personal Wealth Partners484$39.0K0.02%+484New
Focused Wealth Management, Inc524$42.0K0.01%00.0%Unchanged