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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 15,985 | $1.28M | 0.00% | +98+0.6% | Added |
| Grimes & Company, Inc. | 15,871 | $1.27M | 0.06% | −1,144−6.7% | Reduced |
| Stephens Inc | 15,855 | $1.27M | 0.02% | +72+0.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.27M | 0.12% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,745 | $1.26M | 0.08% | +11,378+260.5% | Added |
| Corient Capital Partners, LLC | 15,689 | $1.26M | 0.09% | +5,313+51.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,597 | $1.25M | 0.02% | +47+0.3% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.25M | 0.04% | +900+6.1% | Added |
| Icon Wealth Partners, LLC | 15,431 | $1.24M | 0.13% | +5,717+58.9% | Added |
| Cetera Investment Advisers | 15,080 | $1.21M | 0.02% | +753+5.3% | Added |
| Regions Financial Corp | 15,048 | $1.21M | 0.01% | −585−3.7% | Reduced |
| Members Capital Advisors Inc | 15,000 | $1.20M | 0.75% | +15,000 | New |
| Moneta Group Investment Advisors LLC | 14,843 | $1.19M | 0.05% | +7,071+91.0% | Added |
| Profund Advisors LLC | 14,822 | $1.19M | 0.04% | −729−4.7% | Reduced |
| Man Group plc | 14,743 | $1.18M | 0.00% | +12,135+465.3% | Added |
| Centerpoint Advisors, LLC | 14,533 | $1.17M | 0.55% | +14,458+19,277.3% | Added |
| Sowa Financial Group, Inc. | 14,223 | $1.14M | 0.85% | 00.0% | Unchanged |
| Atria Investments LLC | 14,129 | $1.13M | 0.02% | +1,416+11.1% | Added |
| Claro Advisors LLC | 14,055 | $1.13M | 0.51% | +28+0.2% | Added |
| Centiva Capital, LP | 13,894 | $1.11M | 0.09% | +13,894 | New |
| ExodusPoint Capital Management, LP | 13,857 | $1.11M | 0.02% | +4,860+54.0% | Added |
| Quantitative Systematic Strategies LLC | 13,819 | $1.11M | 0.39% | −27,525−66.6% | Reduced |
| GWM Advisors LLC | 13,599 | $1.09M | 0.03% | −182−1.3% | Reduced |
| Achmea Investment Management B.V. | 13,482 | $1.08M | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,399 | $1.07M | 0.16% | 00.0% | Unchanged |
| Allstate Corp | 12,906 | $1.04M | 0.03% | −2,064−13.8% | Reduced |
| 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 |
| Ameritas Investment Partners, Inc. | 12,700 | $1.02M | 0.04% | +2,230+21.3% | Added |
| Anchor Capital Advisors LLC | 12,591 | $1.01M | 0.02% | −620−4.7% | Reduced |
| BTR Capital Management Inc | 12,245 | $983.0K | 0.12% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 12,007 | $963.0K | 0.01% | +2,078+20.9% | Added |
| DC Investments Management, LLC | 11,879 | $953.0K | 2.24% | 00.0% | Unchanged |
| Advisor Partners LLC | 11,840 | $950.0K | 0.06% | −354−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,739 | $940.8K | 0.01% | +10,720+1,052.0% | Added |
| Transcend Wealth Collective, LLC | 11,662 | $934.0K | 0.13% | +11,662 | New |
| Cerro Pacific Wealth Advisors LLC | 11,629 | $933.0K | 0.69% | +11,629 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,486 | $922.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 11,437 | $918.0K | 0.08% | +366+3.3% | 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 |
| Kesler, Norman & Wride, LLC | 10,503 | $906.0K | 0.21% | +58+0.6% | Added |
| Sustainable Insight Capital Management, LLC | 11,283 | $905.0K | 0.54% | −5,689−33.5% | Reduced |
| Pearl River Capital, LLC | 11,173 | $897.0K | 0.25% | +11,173 | New |
| Bard Financial Services, Inc. | 11,146 | $894.0K | 0.08% | +16+0.1% | Added |
| Baker Ellis Asset Management LLC | 11,075 | $889.0K | 0.17% | −15−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,026 | $885.0K | 0.05% | +7+0.1% | Added |
| Worldquant Millennium Advisors LLC | 10,901 | $875.0K | 0.02% | +10,901 | New |
| Virginia Retirement Systems Et Al | 10,800 | $867.0K | 0.01% | +1,300+13.7% | Added |
| National Asset Management, Inc. | 10,452 | $858.0K | 0.03% | −188−1.8% | Reduced |
| Cigna Investments Inc | 10,658 | $855.0K | 0.06% | −1,647−13.4% | Reduced |
| Corbyn Investment Management Inc | 10,553 | $847.0K | 0.31% | −1,211−10.3% | Reduced |
| Proequities, Inc. | 10,477 | $844.0K | 0.05% | +1,311+14.3% | Added |
| Brookstone Capital Management | 10,143 | $841.0K | 0.02% | +1,742+20.7% | Added |
| Fisher Asset Management, LLC | 10,462 | $840.0K | 0.00% | +88+0.8% | Added |
| Spire Wealth Management | 10,462 | $839.0K | 0.02% | −465−4.3% | Reduced |
| Valmark Advisers, Inc. | 10,338 | $830.0K | 0.02% | +2,694+35.2% | Added |
| Jane Street Group, LLC | 10,251 | $823.0K | 0.00% | +4,916+92.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,235 | $821.0K | 0.15% | −3,371−24.8% | Reduced |
| MJP Associates Inc | 10,071 | $808.0K | 0.28% | +135+1.4% | 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 |
| Oppenheimer & Co Inc | 9,968 | $799.0K | 0.01% | +1,127+12.7% | Added |
| Chatham Capital Group, Inc. | 9,905 | $795.0K | 0.15% | 00.0% | Unchanged |
| IBM Retirement Fund | 9,626 | $772.0K | 0.06% | −2,053−17.6% | Reduced |
| Nachman Norwood & Parrott, Inc | 9,610 | $771.0K | 0.08% | −40−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 9,548 | $766.0K | 0.05% | +4,500+89.1% | Added |
| Davenport & Co LLC | 9,533 | $765.0K | 0.01% | +167+1.8% | Added |
| Valley Brook Capital Group | 9,502 | $762.0K | 0.73% | +77+0.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,470 | $760.0K | 0.07% | −361−3.7% | Reduced |
| World Asset Management Inc | 9,418 | $756.0K | 0.07% | −160−1.7% | Reduced |
| Heritage Trust Co | 9,255 | $743.0K | 0.11% | −427−4.4% | Reduced |
| South State Corp. | 9,249 | $742.0K | 0.06% | +748+8.8% | Added |
| Caxton Associates LP | 9,063 | $727.0K | 0.09% | +9,063 | New |
| Optimal Asset Management, Inc. | 9,036 | $725.0K | 0.09% | +26+0.3% | Added |
| CWM, LLC | 9,023 | $724.0K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 8,957 | $719.0K | 0.05% | +5,995+202.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,939 | $717.0K | 0.08% | −624−6.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,742 | $702.0K | 0.06% | −19−0.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,707 | $699.0K | 0.01% | +973+12.6% | Added |
| Inverness Counsel LLC | 8,668 | $696.0K | 0.03% | −983−10.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,588 | $689.0K | 0.07% | −50−0.6% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 8,576 | $688.0K | 0.75% | +475+5.9% | Added |
| Regentatlantic Capital LLC | 8,523 | $684.0K | 0.02% | −229−2.6% | Reduced |
| Crestwood Advisors Group LLC | 8,305 | $666.0K | 0.02% | −8−0.1% | Reduced |
| Huntington National Bank | 8,096 | $650.0K | 0.01% | +3,444+74.0% | Added |
| 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 |
| BP PLC | 7,995 | $641.0K | 0.03% | −3,843−32.5% | Reduced |
| Integrated Wealth Concepts LLC | 7,931 | $636.0K | 0.02% | −1,018−11.4% | Reduced |
| Twinbeech Capital LP | 7,770 | $623.0K | 0.08% | +7,770 | New |
| 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 |
| Blue Fin Capital, Inc. | 7,445 | $597.0K | 0.18% | −562−7.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,404 | $594.0K | 0.00% | +1,482+25.0% | Added |
| Vontobel Holding Ltd. | 7,379 | $591.0K | 0.01% | −757−9.3% | Reduced |
| Prio Wealth Limited Partnership | 7,335 | $589.0K | 0.02% | −840−10.3% | Reduced |
| Zacks Investment Management | 7,257 | $582.0K | 0.01% | −101−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 7,238 | $581.0K | 0.02% | −37,217−83.7% | Reduced |
| Hills Bank & Trust Co | 7,188 | $576.0K | 0.09% | 00.0% | Unchanged |