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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,127 | $23.5B |
| Q1 2026 | 1,069 | $21.7B |
| Q4 2025 | 1,031 | $21.4B |
| Q3 2025 | 992 | $22.6B |
| Q2 2025 | 935 | $19.8B |
| Q1 2025 | 890 | $18.9B |
| Q4 2024 | 876 | $17.5B |
| Q3 2024 | 871 | $20.2B |
| Q2 2024 | 818 | $16.4B |
| Q1 2024 | 817 | $17.0B |
| Q4 2023 | 821 | $17.2B |
| Q3 2023 | 806 | $16.3B |
| Q2 2023 | 855 | $19.9B |
| Q1 2023 | 867 | $21.6B |
| Q4 2022 | 874 | $23.2B |
| Q3 2022 | 832 | $21.4B |
| Q2 2022 | 854 | $23.0B |
| Q1 2022 | 851 | $23.7B |
| Q4 2021 | 814 | $25.0B |
| Q3 2021 | 762 | $22.2B |
| Q2 2021 | 775 | $21.5B |
| Q1 2021 | 789 | $23.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 533 | $43.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 530 | $43.0K | 0.00% | +56+11.8% | Added |
| GeoWealth Management, LLC | 552 | $44.0K | 0.01% | +552 | New |
| FormulaFolio Investments, LLC | 565 | $45.0K | 0.02% | +27+5.0% | Added |
| Tradition Wealth Management, LLC | 570 | $46.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 600 | $48.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 600 | $48.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 594 | $48.0K | 0.02% | +7+1.2% | Added |
| First Horizon Advisors, Inc. | 614 | $48.0K | 0.00% | +437+246.9% | Added |
| Heritage Wealth Advisors | 600 | $48.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 647 | $52.0K | 0.04% | +647 | New |
| Elmwood Wealth Management, Inc. | 661 | $53.0K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 671 | $54.0K | 0.01% | +120+21.8% | Added |
| CX Institutional | 715 | $57.0K | 0.00% | +252+54.4% | Added |
| Caldwell Trust Co | 730 | $58.6K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $59.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 744 | $59.0K | 0.00% | +2+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 744 | $59.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 744 | $60.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 781 | $62.7K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 787 | $63.0K | 0.03% | +787 | New |
| Altshuler Shaham Ltd | 838 | $67.0K | 0.00% | +838 | New |
| Jackson, Grant Investment Advisers, Inc. | 874 | $70.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 867 | $70.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 869 | $70.0K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 873 | $70.0K | 0.00% | +63+7.8% | Added |
| CoreFirst Bank & Trust | 907 | $73.0K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 918 | $74.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 957 | $77.0K | 0.00% | +311+48.1% | Added |
| NEXT Financial Group, Inc | 1,002 | $80.0K | 0.01% | +1+0.1% | Added |
| Sawyer & Company, Inc | 1,030 | $83.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,030 | $83.0K | 0.00% | +101+10.9% | Added |
| Exos Asset Management LLC | 1,047 | $84.0K | 0.04% | +1,047 | New |
| AGF Investments LLC | 1,056 | $85.0K | 0.01% | +855+425.4% | Added |
| CVA Family Office, LLC | 1,110 | $89.0K | 0.03% | +40+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,112 | $89.0K | 0.00% | +75+7.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,114 | $89.0K | 0.05% | +826+286.8% | Added |
| FFT Wealth Management LLC | 1,115 | $89.0K | 0.02% | +1,115 | New |
| Vigilant Capital Management, LLC | 1,127 | $90.0K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 1,137 | $91.0K | 0.02% | +1,137 | New |
| Jacobi Capital Management LLC | 1,189 | $95.0K | 0.01% | +1+0.1% | Added |
| Reilly Financial Advisors, LLC | 1,195 | $96.0K | 0.01% | −45−3.6% | Reduced |
| Selective Wealth Management, Inc. | 1,246 | $100.0K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,249 | $100.0K | 0.00% | +60+5.0% | Added |
| Tobam | 1,265 | $102.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,306 | $105.0K | 0.01% | −60−4.4% | Reduced |
| Assetmark, Inc | 1,330 | $107.0K | 0.00% | +439+49.3% | Added |
| Farmers & Merchants Investments Inc | 1,480 | $119.0K | 0.01% | +10+0.7% | Added |
| Kistler-Tiffany Companies, LLC | 1,513 | $121.0K | 0.03% | +8+0.5% | Added |
| AdvisorNet Financial, Inc | 1,505 | $121.0K | 0.01% | +10+0.7% | Added |
| Advisory Services Network, LLC | 1,527 | $123.0K | 0.00% | +1,527 | New |
| Leelyn Smith, LLC | 1,540 | $124.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,570 | $126.0K | 0.10% | −70−4.3% | Reduced |
| Hantz Financial Services, Inc. | 1,581 | $127.0K | 0.00% | +242+18.1% | Added |
| Sargent Bickham Lagudis LLC | 1,636 | $131.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,628 | $131.0K | 0.06% | +1,628 | New |
| Deseret Mutual Benefit Administrators | 1,680 | $135.0K | 0.03% | +1,680 | New |
| Holloway Wealth Management, LLC | – | $136.0K | 0.04% | – | – |
| Acadian Asset Management LLC | 1,704 | $137.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1,715 | $138.0K | 0.09% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,772 | $142.0K | 0.03% | −18−1.0% | Reduced |
| Accel Wealth Management | 1,816 | $146.0K | 0.10% | +9+0.5% | Added |
| Endurance Wealth Management, Inc. | 1,889 | $151.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,911 | $153.0K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,937 | $155.0K | 0.01% | −833−30.1% | Reduced |
| Jones Financial Companies LLLP | 1,947 | $156.0K | 0.00% | −793−28.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,958 | $157.0K | 0.01% | −522−21.0% | Reduced |
| West Paces Advisors Inc. | 1,988 | $159.5K | 0.06% | −13−0.6% | Reduced |
| Lountzis Asset Management, LLC | 2,050 | $164.0K | 0.10% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,049 | $164.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,070 | $166.0K | 0.00% | −1,873−47.5% | Reduced |
| Meeder Asset Management Inc | 2,078 | $167.0K | 0.01% | +270+14.9% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,094 | $168.0K | 0.00% | +101+5.1% | Added |
| Harbour Investments, Inc. | 2,133 | $171.0K | 0.01% | −60−2.7% | Reduced |
| BBVA USA | 2,147 | $173.0K | 0.01% | +2,147 | New |
| Montag A & Associates Inc | 2,200 | $177.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,247 | $180.0K | 0.02% | +42+1.9% | Added |
| Howe & Rusling Inc | 2,334 | $187.0K | 0.02% | −9−0.4% | Reduced |
| Stephenson National Bank & Trust | 2,336 | $187.0K | 0.12% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,408 | $193.0K | 0.02% | +3+0.1% | Added |
| Glassman Wealth Services | 2,438 | $196.0K | 0.04% | +31+1.3% | Added |
| Spirit of America Management Corp | 2,450 | $197.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,445 | $197.0K | 0.01% | −12−0.5% | Reduced |
| MEMBERS Trust Co | 2,506 | $201.0K | 0.01% | +70+2.9% | Added |
| Main Street Financial Solutions, LLC | 2,506 | $201.0K | 0.03% | +140+5.9% | Added |
| Burney Co | 2,527 | $203.0K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 2,561 | $205.0K | 0.02% | +2,561 | New |
| NuWave Investment Management, LLC | 2,551 | $205.0K | 0.23% | +2,551 | New |
| Two Sigma Advisers, LP | 2,600 | $209.0K | 0.00% | −52,300−95.3% | Reduced |
| Girard Partners Ltd. | 2,617 | $209.0K | 0.03% | −476−15.4% | Reduced |
| Associated Banc-Corp | 2,626 | $211.0K | 0.01% | −540−17.1% | Reduced |
| Ford Financial Group, LLC | 2,642 | $211.0K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,643 | $212.0K | 0.10% | +17+0.6% | Added |
| Atlantic Union Bankshares Corp | 2,656 | $213.0K | 0.02% | −50−1.8% | Reduced |
| Pathstone Family Office, LLC | 2,682 | $215.0K | 0.01% | +2,682 | New |
| Arkadios Wealth Advisors | 2,693 | $216.0K | 0.03% | +1,290+91.9% | Added |
| Cresset Asset Management, LLC | 2,716 | $218.0K | 0.00% | −389−12.5% | Reduced |
| Capital Investment Advisory Services, LLC | 2,736 | $220.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,755 | $221.0K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,807 | $225.0K | 0.02% | 00.0% | Unchanged |