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 |
|---|---|---|---|---|---|
| Optimal Asset Management, Inc. | 9,036 | $725.0K | 0.09% | +26+0.3% | Added |
| Caxton Associates LP | 9,063 | $727.0K | 0.09% | +9,063 | New |
| South State Corp. | 9,249 | $742.0K | 0.06% | +748+8.8% | Added |
| Heritage Trust Co | 9,255 | $743.0K | 0.11% | −427−4.4% | Reduced |
| World Asset Management Inc | 9,418 | $756.0K | 0.07% | −160−1.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,470 | $760.0K | 0.07% | −361−3.7% | Reduced |
| Valley Brook Capital Group | 9,502 | $762.0K | 0.73% | +77+0.8% | Added |
| Davenport & Co LLC | 9,533 | $765.0K | 0.01% | +167+1.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,548 | $766.0K | 0.05% | +4,500+89.1% | Added |
| Nachman Norwood & Parrott, Inc | 9,610 | $771.0K | 0.08% | −40−0.4% | Reduced |
| IBM Retirement Fund | 9,626 | $772.0K | 0.06% | −2,053−17.6% | Reduced |
| Chatham Capital Group, Inc. | 9,905 | $795.0K | 0.15% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 9,968 | $799.0K | 0.01% | +1,127+12.7% | Added |
| Cox Capital Mgt LLC | 9,995 | $802.0K | 0.54% | +397+4.1% | Added |
| Csenge Advisory Group | 10,036 | $802.0K | 0.07% | +6,792+209.4% | Added |
| MJP Associates Inc | 10,071 | $808.0K | 0.28% | +135+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,235 | $821.0K | 0.15% | −3,371−24.8% | Reduced |
| Jane Street Group, LLC | 10,251 | $823.0K | 0.00% | +4,916+92.1% | Added |
| Valmark Advisers, Inc. | 10,338 | $830.0K | 0.02% | +2,694+35.2% | Added |
| Spire Wealth Management | 10,462 | $839.0K | 0.02% | −465−4.3% | Reduced |
| Fisher Asset Management, LLC | 10,462 | $840.0K | 0.00% | +88+0.8% | Added |
| Brookstone Capital Management | 10,143 | $841.0K | 0.02% | +1,742+20.7% | Added |
| Proequities, Inc. | 10,477 | $844.0K | 0.05% | +1,311+14.3% | Added |
| Corbyn Investment Management Inc | 10,553 | $847.0K | 0.31% | −1,211−10.3% | Reduced |
| Cigna Investments Inc | 10,658 | $855.0K | 0.06% | −1,647−13.4% | Reduced |
| National Asset Management, Inc. | 10,452 | $858.0K | 0.03% | −188−1.8% | Reduced |
| Virginia Retirement Systems Et Al | 10,800 | $867.0K | 0.01% | +1,300+13.7% | Added |
| Worldquant Millennium Advisors LLC | 10,901 | $875.0K | 0.02% | +10,901 | New |
| Lombard Odier Asset Management (Switzerland) SA | 11,026 | $885.0K | 0.05% | +7+0.1% | Added |
| Baker Ellis Asset Management LLC | 11,075 | $889.0K | 0.17% | −15−0.1% | Reduced |
| Bard Financial Services, Inc. | 11,146 | $894.0K | 0.08% | +16+0.1% | Added |
| Pearl River Capital, LLC | 11,173 | $897.0K | 0.25% | +11,173 | New |
| Sustainable Insight Capital Management, LLC | 11,283 | $905.0K | 0.54% | −5,689−33.5% | Reduced |
| Kesler, Norman & Wride, LLC | 10,503 | $906.0K | 0.21% | +58+0.6% | Added |
| Two Sigma Investments, LP | 11,428 | $917.0K | 0.00% | −44,275−79.5% | Reduced |
| Presima Inc. | 11,430 | $917.0K | 0.13% | +4,830+73.2% | Added |
| Stratos Wealth Advisors, LLC | 11,437 | $918.0K | 0.08% | +366+3.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,486 | $922.0K | 0.04% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 11,629 | $933.0K | 0.69% | +11,629 | New |
| Transcend Wealth Collective, LLC | 11,662 | $934.0K | 0.13% | +11,662 | New |
| Federation des caisses Desjardins du Quebec | 11,739 | $940.8K | 0.01% | +10,720+1,052.0% | Added |
| Advisor Partners LLC | 11,840 | $950.0K | 0.06% | −354−2.9% | Reduced |
| DC Investments Management, LLC | 11,879 | $953.0K | 2.24% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,007 | $963.0K | 0.01% | +2,078+20.9% | Added |
| BTR Capital Management Inc | 12,245 | $983.0K | 0.12% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 12,591 | $1.01M | 0.02% | −620−4.7% | Reduced |
| Ameritas Investment Partners, Inc. | 12,700 | $1.02M | 0.04% | +2,230+21.3% | Added |
| Glenmede Trust Co NA | 12,797 | $1.03M | 0.01% | −1,530−10.7% | Reduced |
| Private Advisor Group, LLC | 12,795 | $1.03M | 0.01% | −441−3.3% | Reduced |
| Allstate Corp | 12,906 | $1.04M | 0.03% | −2,064−13.8% | Reduced |
| Essex Financial Services, Inc. | 12,399 | $1.07M | 0.16% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 13,482 | $1.08M | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,599 | $1.09M | 0.03% | −182−1.3% | Reduced |
| Quantitative Systematic Strategies LLC | 13,819 | $1.11M | 0.39% | −27,525−66.6% | Reduced |
| ExodusPoint Capital Management, LP | 13,857 | $1.11M | 0.02% | +4,860+54.0% | Added |
| Centiva Capital, LP | 13,894 | $1.11M | 0.09% | +13,894 | New |
| Claro Advisors LLC | 14,055 | $1.13M | 0.51% | +28+0.2% | Added |
| Atria Investments LLC | 14,129 | $1.13M | 0.02% | +1,416+11.1% | Added |
| Sowa Financial Group, Inc. | 14,223 | $1.14M | 0.85% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14,533 | $1.17M | 0.55% | +14,458+19,277.3% | Added |
| Man Group plc | 14,743 | $1.18M | 0.00% | +12,135+465.3% | Added |
| Profund Advisors LLC | 14,822 | $1.19M | 0.04% | −729−4.7% | Reduced |
| Moneta Group Investment Advisors LLC | 14,843 | $1.19M | 0.05% | +7,071+91.0% | Added |
| Members Capital Advisors Inc | 15,000 | $1.20M | 0.75% | +15,000 | New |
| Regions Financial Corp | 15,048 | $1.21M | 0.01% | −585−3.7% | Reduced |
| Cetera Investment Advisers | 15,080 | $1.21M | 0.02% | +753+5.3% | Added |
| Icon Wealth Partners, LLC | 15,431 | $1.24M | 0.13% | +5,717+58.9% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.25M | 0.04% | +900+6.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,597 | $1.25M | 0.02% | +47+0.3% | Added |
| Corient Capital Partners, LLC | 15,689 | $1.26M | 0.09% | +5,313+51.2% | Added |
| Engineers Gate Manager LP | 15,745 | $1.26M | 0.08% | +11,378+260.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.27M | 0.12% | 00.0% | Unchanged |
| Stephens Inc | 15,855 | $1.27M | 0.02% | +72+0.5% | Added |
| Grimes & Company, Inc. | 15,871 | $1.27M | 0.06% | −1,144−6.7% | Reduced |
| Thrivent Financial for Lutherans | 15,985 | $1.28M | 0.00% | +98+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,249 | $1.30M | 0.00% | +3,647+28.9% | Added |
| Kempen Capital Management N.V. | 16,375 | $1.31M | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 16,762 | $1.34M | 0.00% | −7,780−31.7% | Reduced |
| Everence Capital Management Inc | 16,770 | $1.35M | 0.11% | 00.0% | Unchanged |
| QS Investors, LLC | 16,946 | $1.36M | 0.02% | +989+6.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,041 | $1.37M | 0.06% | +130+0.8% | Added |
| Virtus ETF Advisers LLC | 17,210 | $1.38M | 0.57% | +940+5.8% | Added |
| D.A. Davidson & Co. | 17,254 | $1.38M | 0.02% | −487−2.7% | Reduced |
| Paradigm Financial Partners, LLC | 17,377 | $1.39M | 0.35% | −1,234−6.6% | Reduced |
| Principle Wealth Partners LLC | 17,722 | $1.42M | 0.16% | −34−0.2% | Reduced |
| Inscription Capital, LLC | 17,722 | $1.42M | 0.16% | +17,722 | New |
| Swiss Life Asset Management Ltd | 24,913 | $1.45M | 0.02% | +20,907+521.9% | Added |
| Ethic Inc. | 18,163 | $1.46M | 0.18% | −7,382−28.9% | Reduced |
| Baird Financial Group, Inc. | 18,185 | $1.46M | 0.00% | +441+2.5% | Added |
| Welch & Forbes LLC | 18,489 | $1.48M | 0.03% | +2,624+16.5% | Added |
| Palladium Partners LLC | 18,570 | $1.49M | 0.07% | −205−1.1% | Reduced |
| Mackenzie Financial Corp | 18,640 | $1.50M | 0.00% | −34−0.2% | Reduced |
| Keybank National Association | 18,645 | $1.50M | 0.01% | +170+0.9% | Added |
| Daiwa Securities Group Inc. | 18,718 | $1.50M | 0.01% | +1,036+5.9% | Added |
| Mariner, LLC | 18,787 | $1.51M | 0.01% | +1,866+11.0% | Added |
| Xponance, Inc. | 19,032 | $1.53M | 0.03% | +4,396+30.0% | Added |
| Bridgewater Associates, LP | 19,317 | $1.55M | 0.01% | +19,317 | New |
| Edgemoor Investment Advisors, Inc. | 19,700 | $1.58M | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,930 | $1.60M | 0.03% | +730+3.8% | Added |
| Kentucky Retirement Systems | 20,000 | $1.60M | 0.08% | −941−4.5% | Reduced |