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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 7,182 | $576.0K | 0.01% | +1,594+28.5% | Added |
| Veritable, L.P. | 7,161 | $575.0K | 0.01% | −1,192−14.3% | 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 |
| Cetera Advisors LLC | 7,122 | $571.0K | 0.01% | −23−0.3% | Reduced |
| People's United Financial, Inc. | 7,076 | $568.0K | 0.01% | −609−7.9% | Reduced |
| Vident Investment Advisory, LLC | 7,017 | $563.0K | 0.02% | −580−7.6% | Reduced |
| McDonald Partners LLC | 6,959 | $558.0K | 0.13% | +220+3.3% | Added |
| Wetherby Asset Management Inc | 6,880 | $552.0K | 0.03% | −1,000−12.7% | 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 |
| Weld Capital Management LLC | 6,772 | $543.0K | 0.55% | −6,911−50.5% | 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 |
| Brown Advisory Inc | 6,616 | $530.0K | 0.00% | −72−1.1% | Reduced |
| Alpha Paradigm Partners, LLC | 6,596 | $529.0K | 0.20% | +3,400+106.4% | Added |
| Wedbush Securities Inc | 6,556 | $526.0K | 0.02% | +1,738+36.1% | Added |
| Intrua Financial, LLC | 5,827 | $524.0K | 0.13% | +264+4.7% | Added |
| Independent Advisor Alliance | 6,499 | $521.0K | 0.03% | +546+9.2% | Added |
| blooom, inc. | 4,163 | $518.0K | 0.39% | +232+5.9% | Added |
| Laurel Wealth Advisors, Inc. | 6,439 | $516.0K | 0.07% | −62−1.0% | Reduced |
| Aevitas Wealth Management, Inc. | 6,403 | $514.0K | 0.33% | +18+0.3% | Added |
| HBK Sorce Advisory LLC | 6,364 | $511.0K | 0.03% | −184−2.8% | Reduced |
| BBR Partners, LLC | 6,360 | $510.0K | 0.04% | +17+0.3% | Added |
| Savior LLC | 6,301 | $506.0K | 0.42% | 00.0% | Unchanged |
| 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 |
| Whittier Trust Co | 6,283 | $504.0K | 0.01% | +291+4.9% | Added |
| Resources Investment Advisors, LLC. | 6,237 | $500.0K | 0.02% | +693+12.5% | Added |
| Barry Investment Advisors, LLC | 6,211 | $498.0K | 0.13% | +14+0.2% | Added |
| Segall Bryant & Hamill, LLC | 6,174 | $496.0K | 0.00% | +339+5.8% | Added |
| Belpointe Asset Management LLC | 6,129 | $492.0K | 0.04% | +3,621+144.4% | Added |
| Beaumont Financial Partners, LLC | 6,117 | $491.0K | 0.04% | −250−3.9% | Reduced |
| Paloma Partners Management Co | 6,076 | $488.0K | 0.01% | +6,076 | New |
| Allworth Financial LP | 6,066 | $487.0K | 0.01% | −326−5.1% | Reduced |
| Midwest Professional Planners, LTD. | 6,019 | $483.0K | 0.25% | +374+6.6% | Added |
| Wealthspire Advisors, LLC | 5,928 | $476.0K | 0.01% | −4,466−43.0% | Reduced |
| Trust Co of Vermont | 5,888 | $472.0K | 0.03% | +1,264+27.3% | Added |
| Polar Asset Management Partners Inc. | 5,874 | $471.0K | 0.01% | +5,874 | New |
| Oppenheimer Asset Management Inc. | 5,852 | $470.0K | 0.01% | +1,968+50.7% | Added |
| Boston Family Office LLC | 5,847 | $469.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| JustInvest LLC | 5,737 | $460.0K | 0.05% | +5,737 | New |
| IndexIQ Advisors LLC | 5,655 | $454.0K | 0.02% | +173+3.2% | Added |
| J.W. Cole Advisors, Inc. | 5,639 | $452.0K | 0.04% | −816−12.6% | Reduced |
| First Manhattan Co | 5,625 | $451.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hobart Private Capital, LLC | 5,603 | $449.6K | 0.19% | −79−1.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,602 | $449.0K | 0.25% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,520 | $443.0K | 0.01% | −47−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 5,501 | $441.0K | 0.00% | +5,193+1,686.0% | Added |
| Thomasville National Bank | 5,450 | $437.0K | 0.05% | −858−13.6% | Reduced |
| American State Bank (Iowa) | 5,436 | $436.2K | 0.34% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,439 | $436.0K | 0.03% | +146+2.8% | Added |
| KC Investment Advisors, LLC | 5,407 | $434.0K | 0.35% | +16+0.3% | Added |
| Outlook Wealth Advisors, LLC | 5,362 | $430.0K | 0.14% | +367+7.3% | Added |
| Alpha Cubed Investments, LLC | 5,136 | $412.0K | 0.03% | −1,380−21.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,097 | $409.0K | 0.20% | −50−1.0% | Reduced |
| American Portfolios Advisors | 5,060 | $406.1K | 0.02% | +238+4.9% | Added |
| KCM Investment Advisors LLC | 5,019 | $403.0K | 0.02% | +165+3.4% | Added |
| Tranquilli Financial Advisor LLC | 5,016 | $402.0K | 0.30% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 4,505 | $397.0K | 0.02% | 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 |
| Resources Management Corp | 4,895 | $393.0K | 0.06% | 00.0% | Unchanged |
| Ergoteles LLC | 4,855 | $390.0K | 0.01% | +4,855 | New |
| Gofen & Glossberg LLC | 4,852 | $389.0K | 0.01% | −58−1.2% | Reduced |
| Summit X, LLC | 4,850 | $386.0K | 0.10% | −140−2.8% | Reduced |
| Boston Financial Mangement LLC | 4,784 | $384.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,773 | $383.0K | 0.01% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,763 | $382.0K | 0.03% | −7,021−59.6% | Reduced |
| Freestone Capital Holdings, LLC | 4,630 | $372.0K | 0.02% | +194+4.4% | Added |
| Mirabella Financial Services LLP | 4,602 | $369.0K | 0.07% | −6,062−56.8% | Reduced |
| Checchi Capital Advisers, LLC | 4,585 | $368.0K | 0.05% | −65−1.4% | Reduced |
| Raymond James Trust N.A. | 4,526 | $364.0K | 0.01% | +14+0.3% | Added |
| Greenleaf Trust | 4,522 | $363.0K | 0.00% | −878−16.3% | Reduced |
| IFP Advisors, Inc | 4,498 | $361.0K | 0.01% | −3,231−41.8% | Reduced |
| FineMark National Bank & Trust | 4,496 | $361.0K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,500 | $361.0K | 0.07% | +4,500 | New |
| Avantax Advisory Services, Inc. | 4,491 | $360.0K | 0.01% | −724−13.9% | Reduced |
| Hurlow Wealth Management Group, Inc. | 4,481 | $360.0K | 0.24% | 00.0% | Unchanged |
| Berkshire Bank | 4,448 | $357.0K | 0.09% | 00.0% | Unchanged |
| Savant Capital, LLC | 4,442 | $356.0K | 0.01% | −62−1.4% | Reduced |
| Mid Atlantic Financial Management Inc | 4,413 | $354.0K | 0.02% | +239+5.7% | Added |
| Parsons Capital Management Inc | 4,397 | $353.0K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,402 | $353.0K | 0.32% | +4,402 | New |
| Marble Harbor Investment Counsel, LLC | 4,361 | $350.0K | 0.05% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 4,307 | $346.0K | 0.08% | 00.0% | Unchanged |
| Veriti Management LLC | 4,305 | $345.0K | 0.05% | +1,554+56.5% | Added |
| Calton & Associates, Inc. | 4,262 | $341.0K | 0.06% | −1,021−19.3% | Reduced |
| Kore Private Wealth LLC | 4,234 | $340.0K | 0.04% | −403−8.7% | Reduced |
| Bessemer Group Inc | 4,229 | $340.0K | 0.00% | +1,117+35.9% | Added |
| Grace & White Inc | 4,200 | $337.0K | 0.06% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,162 | $334.0K | 0.01% | −320−7.1% | Reduced |
| Destination Wealth Management | 4,135 | $332.0K | 0.01% | −470−10.2% | Reduced |