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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 4,773 | $383.0K | 0.01% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,784 | $384.0K | 0.02% | 00.0% | Unchanged |
| Summit X, LLC | 4,850 | $386.0K | 0.10% | −140−2.8% | Reduced |
| Gofen & Glossberg LLC | 4,852 | $389.0K | 0.01% | −58−1.2% | Reduced |
| Ergoteles LLC | 4,855 | $390.0K | 0.01% | +4,855 | New |
| Resources Management Corp | 4,895 | $393.0K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,923 | $395.0K | 0.02% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 4,924 | $395.0K | 0.20% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,505 | $397.0K | 0.02% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 5,016 | $402.0K | 0.30% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,019 | $403.0K | 0.02% | +165+3.4% | Added |
| American Portfolios Advisors | 5,060 | $406.1K | 0.02% | +238+4.9% | Added |
| Wells Trecaso Financial Group, LLC | 5,097 | $409.0K | 0.20% | −50−1.0% | Reduced |
| Alpha Cubed Investments, LLC | 5,136 | $412.0K | 0.03% | −1,380−21.2% | Reduced |
| Outlook Wealth Advisors, LLC | 5,362 | $430.0K | 0.14% | +367+7.3% | Added |
| KC Investment Advisors, LLC | 5,407 | $434.0K | 0.35% | +16+0.3% | Added |
| Kestra Private Wealth Services, LLC | 5,439 | $436.0K | 0.03% | +146+2.8% | Added |
| American State Bank (Iowa) | 5,436 | $436.2K | 0.34% | 00.0% | Unchanged |
| Thomasville National Bank | 5,450 | $437.0K | 0.05% | −858−13.6% | Reduced |
| Rockefeller Capital Management L.P. | 5,501 | $441.0K | 0.00% | +5,193+1,686.0% | Added |
| Great Lakes Advisors, LLC | 5,520 | $443.0K | 0.01% | −47−0.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,602 | $449.0K | 0.25% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 5,603 | $449.6K | 0.19% | −79−1.4% | Reduced |
| Charter Trust Co | 5,603 | $450.0K | 0.04% | 00.0% | Unchanged |
| Barber Financial Group, Inc. | 5,606 | $450.0K | 0.06% | +42+0.8% | Added |
| First Manhattan Co | 5,625 | $451.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 5,639 | $452.0K | 0.04% | −816−12.6% | Reduced |
| IndexIQ Advisors LLC | 5,655 | $454.0K | 0.02% | +173+3.2% | Added |
| JustInvest LLC | 5,737 | $460.0K | 0.05% | +5,737 | New |
| Knuff & Co LLC | 5,774 | $463.0K | 0.17% | −90−1.5% | Reduced |
| FourThought Financial, LLC | 5,776 | $463.0K | 0.06% | +96+1.7% | Added |
| Sound Income Strategies, LLC | 5,776 | $463.0K | 0.07% | +2,829+96.0% | Added |
| Boston Family Office LLC | 5,847 | $469.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,852 | $470.0K | 0.01% | +1,968+50.7% | Added |
| Polar Asset Management Partners Inc. | 5,874 | $471.0K | 0.01% | +5,874 | New |
| Trust Co of Vermont | 5,888 | $472.0K | 0.03% | +1,264+27.3% | Added |
| Wealthspire Advisors, LLC | 5,928 | $476.0K | 0.01% | −4,466−43.0% | Reduced |
| Midwest Professional Planners, LTD. | 6,019 | $483.0K | 0.25% | +374+6.6% | Added |
| Allworth Financial LP | 6,066 | $487.0K | 0.01% | −326−5.1% | Reduced |
| Paloma Partners Management Co | 6,076 | $488.0K | 0.01% | +6,076 | New |
| Beaumont Financial Partners, LLC | 6,117 | $491.0K | 0.04% | −250−3.9% | Reduced |
| Belpointe Asset Management LLC | 6,129 | $492.0K | 0.04% | +3,621+144.4% | Added |
| Segall Bryant & Hamill, LLC | 6,174 | $496.0K | 0.00% | +339+5.8% | Added |
| Barry Investment Advisors, LLC | 6,211 | $498.0K | 0.13% | +14+0.2% | Added |
| Resources Investment Advisors, LLC. | 6,237 | $500.0K | 0.02% | +693+12.5% | Added |
| Whittier Trust Co | 6,283 | $504.0K | 0.01% | +291+4.9% | Added |
| Illinois Municipal Retirement Fund | 6,297 | $505.0K | 0.02% | −25,305−80.1% | Reduced |
| Beacon Pointe Advisors, LLC | 6,291 | $505.0K | 0.02% | +1,814+40.5% | Added |
| Savior LLC | 6,301 | $506.0K | 0.42% | 00.0% | Unchanged |
| BBR Partners, LLC | 6,360 | $510.0K | 0.04% | +17+0.3% | Added |
| HBK Sorce Advisory LLC | 6,364 | $511.0K | 0.03% | −184−2.8% | Reduced |
| Aevitas Wealth Management, Inc. | 6,403 | $514.0K | 0.33% | +18+0.3% | Added |
| Laurel Wealth Advisors, Inc. | 6,439 | $516.0K | 0.07% | −62−1.0% | Reduced |
| blooom, inc. | 4,163 | $518.0K | 0.39% | +232+5.9% | Added |
| Independent Advisor Alliance | 6,499 | $521.0K | 0.03% | +546+9.2% | Added |
| Intrua Financial, LLC | 5,827 | $524.0K | 0.13% | +264+4.7% | Added |
| Wedbush Securities Inc | 6,556 | $526.0K | 0.02% | +1,738+36.1% | Added |
| Alpha Paradigm Partners, LLC | 6,596 | $529.0K | 0.20% | +3,400+106.4% | Added |
| Brown Advisory Inc | 6,616 | $530.0K | 0.00% | −72−1.1% | Reduced |
| RFG Advisory, LLC | 6,705 | $538.0K | 0.05% | +699+11.6% | Added |
| Strategic Investment Advisors | 6,707 | $538.0K | 0.12% | +2,754+69.7% | Added |
| Weld Capital Management LLC | 6,772 | $543.0K | 0.55% | −6,911−50.5% | Reduced |
| Fiduciary Trust Co | 6,874 | $551.0K | 0.01% | −6,700−49.4% | Reduced |
| CPWM, LLC | 6,869 | $551.0K | 0.04% | +282+4.3% | Added |
| Wetherby Asset Management Inc | 6,880 | $552.0K | 0.03% | −1,000−12.7% | Reduced |
| McDonald Partners LLC | 6,959 | $558.0K | 0.13% | +220+3.3% | Added |
| Vident Investment Advisory, LLC | 7,017 | $563.0K | 0.02% | −580−7.6% | Reduced |
| People's United Financial, Inc. | 7,076 | $568.0K | 0.01% | −609−7.9% | Reduced |
| Cetera Advisors LLC | 7,122 | $571.0K | 0.01% | −23−0.3% | Reduced |
| Lazard Asset Management LLC | 7,152 | $573.0K | 0.00% | −7,056−49.7% | Reduced |
| Central Trust Co | 7,141 | $573.0K | 0.02% | −579−7.5% | Reduced |
| TCI Wealth Advisors, Inc. | 7,144 | $573.0K | 0.10% | +6,791+1,923.8% | Added |
| Los Angeles Capital Management LLC | 7,142 | $573.0K | 0.00% | +7,142 | New |
| Veritable, L.P. | 7,161 | $575.0K | 0.01% | −1,192−14.3% | Reduced |
| Hills Bank & Trust Co | 7,188 | $576.0K | 0.09% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 7,182 | $576.0K | 0.01% | +1,594+28.5% | Added |
| Tower Research Capital LLC (TRC) | 7,238 | $581.0K | 0.02% | −37,217−83.7% | Reduced |
| Zacks Investment Management | 7,257 | $582.0K | 0.01% | −101−1.4% | Reduced |
| Prio Wealth Limited Partnership | 7,335 | $589.0K | 0.02% | −840−10.3% | Reduced |
| Vontobel Holding Ltd. | 7,379 | $591.0K | 0.01% | −757−9.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,404 | $594.0K | 0.00% | +1,482+25.0% | Added |
| Blue Fin Capital, Inc. | 7,445 | $597.0K | 0.18% | −562−7.0% | Reduced |
| Stratos Wealth Partners, LTD. | 7,575 | $608.0K | 0.02% | −316−4.0% | Reduced |
| Shelton Capital Management | 7,574 | $608.0K | 0.02% | 00.0% | Unchanged |
| Twinbeech Capital LP | 7,770 | $623.0K | 0.08% | +7,770 | New |
| Integrated Wealth Concepts LLC | 7,931 | $636.0K | 0.02% | −1,018−11.4% | Reduced |
| BP PLC | 7,995 | $641.0K | 0.03% | −3,843−32.5% | Reduced |
| Bridgeworth, LLC | 8,024 | $644.0K | 0.18% | −11−0.1% | Reduced |
| Rafferty Asset Management, LLC | 8,030 | $644.0K | 0.00% | +1,051+15.1% | Added |
| Huntington National Bank | 8,096 | $650.0K | 0.01% | +3,444+74.0% | Added |
| Crestwood Advisors Group LLC | 8,305 | $666.0K | 0.02% | −8−0.1% | Reduced |
| Regentatlantic Capital LLC | 8,523 | $684.0K | 0.02% | −229−2.6% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 8,576 | $688.0K | 0.75% | +475+5.9% | Added |
| Cape Cod Five Cents Savings Bank | 8,588 | $689.0K | 0.07% | −50−0.6% | Reduced |
| Inverness Counsel LLC | 8,668 | $696.0K | 0.03% | −983−10.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,707 | $699.0K | 0.01% | +973+12.6% | Added |
| McKinley Carter Wealth Services, Inc. | 8,742 | $702.0K | 0.06% | −19−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,939 | $717.0K | 0.08% | −624−6.5% | Reduced |
| IHT Wealth Management, LLC | 8,957 | $719.0K | 0.05% | +5,995+202.4% | Added |
| CWM, LLC | 9,023 | $724.0K | 0.01% | 00.0% | Unchanged |