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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
Signaturefd, LLC2,803$225.0K0.01%+200+7.7%Added
SeaCrest Wealth Management, LLC2,882$231.0K0.03%−8−0.3%Reduced
Newman Dignan & Sheerar, Inc.2,888$232.0K0.08%+2+0.1%Added
Opus Capital Group, LLC2,893$232.0K0.05%+2,893New
Strategy Asset Managers LLC2,913$233.0K0.05%+550+23.3%Added
CIBC World Markets Inc.2,914$234.0K0.00%+386+15.3%Added
First American Trust, FSB2,932$235.0K0.04%00.0%Unchanged
Gsa Capital Partners LLP2,933$235.0K0.03%+507+20.9%Added
Colony Group LLC2,948$237.0K0.00%−6,369−68.4%Reduced
Beaton Management Co. Inc.2,953$237.0K0.15%00.0%Unchanged
Parcion Private Wealth LLC2,964$238.0K0.02%00.0%Unchanged
EP Wealth Advisors, LLC2,965$238.0K0.01%+426+16.8%Added
Woodstock Corp2,986$240.0K0.03%00.0%Unchanged
Group One Trading, L.P.2,990$240.0K0.00%+2,990New
Berkshire Asset Management LLC2,998$241.0K0.02%−3−0.1%Reduced
Quadrant Capital Group LLC3,002$241.0K0.03%+210+7.5%Added
1st Source Bank3,022$242.0K0.02%+47+1.6%Added
Center for Financial Planning, Inc.3,047$244.0K0.06%00.0%Unchanged
Cadence Wealth Management LLC3,042$244.0K0.21%00.0%Unchanged
YHB Investment Advisors, Inc.3,076$247.0K0.02%00.0%Unchanged
Abacus Wealth Partners, LLC3,085$247.6K0.10%+11+0.4%Added
Albion Financial Group3,092$248.0K0.02%+3,092New
Continuum Advisory, LLC3,094$248.0K0.08%+3,094New
Private Capital Group, LLC3,126$251.0K0.06%−63−2.0%Reduced
CAPROCK Group, Inc.3,155$253.0K0.02%−777−19.8%Reduced
Sculati Wealth Management, LLC3,162$254.0K0.13%−2,801−47.0%Reduced
Orion Portfolio Solutions, LLC3,164$254.0K0.01%−303−8.7%Reduced
Freedman Financial Associates, Inc.3,189$256.0K0.19%−618−16.2%Reduced
CSM Advisors, LLC3,195$256.0K0.02%+3,195New
NSI Retail Advisors, LLC3,195$256.0K0.04%+3,195New
ING Groep NV3,209$257.0K0.00%−19,501−85.9%Reduced
Financial Advocates Investment Management3,205$257.0K0.02%00.0%Unchanged
Buckingham Strategic Wealth, LLC3,214$258.0K0.01%+60+1.9%Added
Toroso Investments, LLC3,220$258.0K0.01%+3,220New
Johnson Midwest Financial, LLC3,223$259.0K0.25%00.0%Unchanged
Vestmark Advisory Solutions, Inc.3,235$260.0K0.02%+867+36.6%Added
Smithfield Trust Co3,255$261.0K0.02%+38+1.2%Added
Federated Hermes, Inc.3,279$263.0K0.00%−32−1.0%Reduced
Glenview Trust Co3,305$265.0K0.01%00.0%Unchanged
Coastal Bridge Advisors, LLC3,335$268.0K0.05%−3,261−49.4%Reduced
Truadvice, LLC3,078$270.0K0.06%+67+2.2%Added
Gateway Investment Advisers LLC3,381$271.0K0.00%00.0%Unchanged
Means Investment Co., Inc.3,375$271.0K0.05%+8+0.2%Added
Pinkerton Retirement Specialists, LLC3,417$274.0K0.05%00.0%Unchanged
Mayflower Financial Advisors, LLC3,424$275.0K0.04%−968−22.0%Reduced
Cozad Asset Management Inc3,431$275.0K0.04%00.0%Unchanged
HighPoint Advisor Group LLC3,436$276.0K0.03%−221−6.0%Reduced
DRW Securities, LLC3,484$280.0K0.04%+3,484New
Tower Bridge Advisors3,502$281.0K0.02%00.0%Unchanged
Wilkins Investment Counsel Inc3,500$281.0K0.07%00.0%Unchanged
Snowden Capital Advisors LLC3,508$281.5K0.01%+3,508New
HM Payson & Co3,517$282.0K0.01%−25−0.7%Reduced
Magnetar Financial LLC3,542$284.0K0.00%+3,542New
Geneos Wealth Management Inc.3,544$286.0K0.01%−393−10.0%Reduced
MAI Capital Management3,613$290.0K0.01%−408−10.1%Reduced
Sentry Investment Management LLC3,680$295.0K0.08%00.0%Unchanged
Centre Asset Management, LLC3,687$296.0K0.15%−370−9.1%Reduced
Caisse de Depot Et Placement du Quebec3,700$297.0K0.00%−39,980−91.5%Reduced
Telemus Capital, LLC3,753$301.0K0.02%00.0%Unchanged
Acima Private Wealth, LLC3,800$305.0K0.14%00.0%Unchanged
Sandy Spring Bank3,802$305.0K0.02%+350+10.1%Added
Lincoln National Corp3,837$308.0K0.01%−81−2.1%Reduced
Coastal Capital Group, Inc.3,882$311.0K0.07%+23+0.6%Added
Apella Capital, LLC3,904$313.0K0.05%+468+13.6%Added
NorthRock Partners, LLC3,933$316.0K0.03%+368+10.3%Added
Minot Wealth Management LLC3,836$318.0K0.07%+38+1.0%Added
FC Advisory LLC3,990$320.0K0.14%−1,167−22.6%Reduced
Financial Counselors Inc3,983$320.0K0.01%−70−1.7%Reduced
Empirical Finance, LLC3,985$320.0K0.05%+634+18.9%Added
Great Valley Advisor Group, Inc.3,985$320.0K0.02%+698+21.2%Added
Symmetry Partners, LLC4,000$321.0K0.02%00.0%Unchanged
Boston Private Wealth LLC4,042$324.0K0.00%+376+10.3%Added
Aspire Private Capital, LLC4,067$326.0K0.10%+1,301+47.0%Added
Hemington Wealth Management4,108$330.0K0.14%00.0%Unchanged
Conning Inc.4,122$331.0K0.01%−402−8.9%Reduced
Destination Wealth Management4,135$332.0K0.01%−470−10.2%Reduced
Parallel Advisors, LLC4,162$334.0K0.01%−320−7.1%Reduced
Grace & White Inc4,200$337.0K0.06%00.0%Unchanged
Kore Private Wealth LLC4,234$340.0K0.04%−403−8.7%Reduced
Bessemer Group Inc4,229$340.0K0.00%+1,117+35.9%Added
Calton & Associates, Inc.4,262$341.0K0.06%−1,021−19.3%Reduced
Veriti Management LLC4,305$345.0K0.05%+1,554+56.5%Added
Altavista Wealth Management, Inc.4,307$346.0K0.08%00.0%Unchanged
Marble Harbor Investment Counsel, LLC4,361$350.0K0.05%00.0%Unchanged
Parsons Capital Management Inc4,397$353.0K0.03%00.0%Unchanged
Fox Run Management, L.L.C.4,402$353.0K0.32%+4,402New
Mid Atlantic Financial Management Inc4,413$354.0K0.02%+239+5.7%Added
Savant Capital, LLC4,442$356.0K0.01%−62−1.4%Reduced
Berkshire Bank4,448$357.0K0.09%00.0%Unchanged
Avantax Advisory Services, Inc.4,491$360.0K0.01%−724−13.9%Reduced
Hurlow Wealth Management Group, Inc.4,481$360.0K0.24%00.0%Unchanged
IFP Advisors, Inc4,498$361.0K0.01%−3,231−41.8%Reduced
FineMark National Bank & Trust4,496$361.0K0.01%00.0%Unchanged
Charles Schwab Trust Co4,500$361.0K0.07%+4,500New
Greenleaf Trust4,522$363.0K0.00%−878−16.3%Reduced
Raymond James Trust N.A.4,526$364.0K0.01%+14+0.3%Added
Checchi Capital Advisers, LLC4,585$368.0K0.05%−65−1.4%Reduced
Mirabella Financial Services LLP4,602$369.0K0.07%−6,062−56.8%Reduced
Freestone Capital Holdings, LLC4,630$372.0K0.02%+194+4.4%Added
Connecticut Wealth Management, LLC4,763$382.0K0.03%−7,021−59.6%Reduced