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 |
|---|---|---|---|---|---|
| Conning Inc. | 4,122 | $331.0K | 0.01% | −402−8.9% | Reduced |
| Hemington Wealth Management | 4,108 | $330.0K | 0.14% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4,067 | $326.0K | 0.10% | +1,301+47.0% | Added |
| Boston Private Wealth LLC | 4,042 | $324.0K | 0.00% | +376+10.3% | Added |
| Symmetry Partners, LLC | 4,000 | $321.0K | 0.02% | 00.0% | Unchanged |
| FC Advisory LLC | 3,990 | $320.0K | 0.14% | −1,167−22.6% | Reduced |
| Financial Counselors Inc | 3,983 | $320.0K | 0.01% | −70−1.7% | Reduced |
| Empirical Finance, LLC | 3,985 | $320.0K | 0.05% | +634+18.9% | Added |
| Great Valley Advisor Group, Inc. | 3,985 | $320.0K | 0.02% | +698+21.2% | Added |
| Minot Wealth Management LLC | 3,836 | $318.0K | 0.07% | +38+1.0% | Added |
| NorthRock Partners, LLC | 3,933 | $316.0K | 0.03% | +368+10.3% | Added |
| Apella Capital, LLC | 3,904 | $313.0K | 0.05% | +468+13.6% | Added |
| Coastal Capital Group, Inc. | 3,882 | $311.0K | 0.07% | +23+0.6% | Added |
| Lincoln National Corp | 3,837 | $308.0K | 0.01% | −81−2.1% | Reduced |
| Acima Private Wealth, LLC | 3,800 | $305.0K | 0.14% | 00.0% | Unchanged |
| Sandy Spring Bank | 3,802 | $305.0K | 0.02% | +350+10.1% | Added |
| Telemus Capital, LLC | 3,753 | $301.0K | 0.02% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 3,700 | $297.0K | 0.00% | −39,980−91.5% | Reduced |
| Centre Asset Management, LLC | 3,687 | $296.0K | 0.15% | −370−9.1% | Reduced |
| Sentry Investment Management LLC | 3,680 | $295.0K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 3,613 | $290.0K | 0.01% | −408−10.1% | Reduced |
| Geneos Wealth Management Inc. | 3,544 | $286.0K | 0.01% | −393−10.0% | Reduced |
| Magnetar Financial LLC | 3,542 | $284.0K | 0.00% | +3,542 | New |
| HM Payson & Co | 3,517 | $282.0K | 0.01% | −25−0.7% | Reduced |
| Snowden Capital Advisors LLC | 3,508 | $281.5K | 0.01% | +3,508 | New |
| Tower Bridge Advisors | 3,502 | $281.0K | 0.02% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 3,500 | $281.0K | 0.07% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,484 | $280.0K | 0.04% | +3,484 | New |
| HighPoint Advisor Group LLC | 3,436 | $276.0K | 0.03% | −221−6.0% | Reduced |
| Mayflower Financial Advisors, LLC | 3,424 | $275.0K | 0.04% | −968−22.0% | Reduced |
| Cozad Asset Management Inc | 3,431 | $275.0K | 0.04% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 3,417 | $274.0K | 0.05% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 3,381 | $271.0K | 0.00% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,375 | $271.0K | 0.05% | +8+0.2% | Added |
| Truadvice, LLC | 3,078 | $270.0K | 0.06% | +67+2.2% | Added |
| Coastal Bridge Advisors, LLC | 3,335 | $268.0K | 0.05% | −3,261−49.4% | Reduced |
| Glenview Trust Co | 3,305 | $265.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,279 | $263.0K | 0.00% | −32−1.0% | Reduced |
| Smithfield Trust Co | 3,255 | $261.0K | 0.02% | +38+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 3,235 | $260.0K | 0.02% | +867+36.6% | Added |
| Johnson Midwest Financial, LLC | 3,223 | $259.0K | 0.25% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,214 | $258.0K | 0.01% | +60+1.9% | Added |
| Toroso Investments, LLC | 3,220 | $258.0K | 0.01% | +3,220 | New |
| ING Groep NV | 3,209 | $257.0K | 0.00% | −19,501−85.9% | Reduced |
| Financial Advocates Investment Management | 3,205 | $257.0K | 0.02% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,189 | $256.0K | 0.19% | −618−16.2% | Reduced |
| CSM Advisors, LLC | 3,195 | $256.0K | 0.02% | +3,195 | New |
| NSI Retail Advisors, LLC | 3,195 | $256.0K | 0.04% | +3,195 | New |
| Sculati Wealth Management, LLC | 3,162 | $254.0K | 0.13% | −2,801−47.0% | Reduced |
| Orion Portfolio Solutions, LLC | 3,164 | $254.0K | 0.01% | −303−8.7% | Reduced |
| CAPROCK Group, Inc. | 3,155 | $253.0K | 0.02% | −777−19.8% | Reduced |
| Private Capital Group, LLC | 3,126 | $251.0K | 0.06% | −63−2.0% | Reduced |
| Albion Financial Group | 3,092 | $248.0K | 0.02% | +3,092 | New |
| Continuum Advisory, LLC | 3,094 | $248.0K | 0.08% | +3,094 | New |
| Abacus Wealth Partners, LLC | 3,085 | $247.6K | 0.10% | +11+0.4% | Added |
| YHB Investment Advisors, Inc. | 3,076 | $247.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3,047 | $244.0K | 0.06% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,042 | $244.0K | 0.21% | 00.0% | Unchanged |
| 1st Source Bank | 3,022 | $242.0K | 0.02% | +47+1.6% | Added |
| Berkshire Asset Management LLC | 2,998 | $241.0K | 0.02% | −3−0.1% | Reduced |
| Quadrant Capital Group LLC | 3,002 | $241.0K | 0.03% | +210+7.5% | Added |
| Woodstock Corp | 2,986 | $240.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,990 | $240.0K | 0.00% | +2,990 | New |
| Parcion Private Wealth LLC | 2,964 | $238.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,965 | $238.0K | 0.01% | +426+16.8% | Added |
| Colony Group LLC | 2,948 | $237.0K | 0.00% | −6,369−68.4% | Reduced |
| Beaton Management Co. Inc. | 2,953 | $237.0K | 0.15% | 00.0% | Unchanged |
| First American Trust, FSB | 2,932 | $235.0K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,933 | $235.0K | 0.03% | +507+20.9% | Added |
| CIBC World Markets Inc. | 2,914 | $234.0K | 0.00% | +386+15.3% | Added |
| Strategy Asset Managers LLC | 2,913 | $233.0K | 0.05% | +550+23.3% | Added |
| Newman Dignan & Sheerar, Inc. | 2,888 | $232.0K | 0.08% | +2+0.1% | Added |
| Opus Capital Group, LLC | 2,893 | $232.0K | 0.05% | +2,893 | New |
| SeaCrest Wealth Management, LLC | 2,882 | $231.0K | 0.03% | −8−0.3% | Reduced |
| Adviser Investments LLC | 2,807 | $225.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 2,803 | $225.0K | 0.01% | +200+7.7% | Added |
| Miracle Mile Advisors, LLC | 2,755 | $221.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,736 | $220.0K | 0.03% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,716 | $218.0K | 0.00% | −389−12.5% | Reduced |
| Arkadios Wealth Advisors | 2,693 | $216.0K | 0.03% | +1,290+91.9% | Added |
| Pathstone Family Office, LLC | 2,682 | $215.0K | 0.01% | +2,682 | New |
| Atlantic Union Bankshares Corp | 2,656 | $213.0K | 0.02% | −50−1.8% | Reduced |
| Investment Partners, Ltd. | 2,643 | $212.0K | 0.10% | +17+0.6% | Added |
| Associated Banc-Corp | 2,626 | $211.0K | 0.01% | −540−17.1% | Reduced |
| Ford Financial Group, LLC | 2,642 | $211.0K | 0.08% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,600 | $209.0K | 0.00% | −52,300−95.3% | Reduced |
| Girard Partners Ltd. | 2,617 | $209.0K | 0.03% | −476−15.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,561 | $205.0K | 0.02% | +2,561 | New |
| NuWave Investment Management, LLC | 2,551 | $205.0K | 0.23% | +2,551 | New |
| Burney Co | 2,527 | $203.0K | 0.01% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,506 | $201.0K | 0.01% | +70+2.9% | Added |
| Main Street Financial Solutions, LLC | 2,506 | $201.0K | 0.03% | +140+5.9% | Added |
| Spirit of America Management Corp | 2,450 | $197.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 2,445 | $197.0K | 0.01% | −12−0.5% | Reduced |
| Glassman Wealth Services | 2,438 | $196.0K | 0.04% | +31+1.3% | Added |
| Charter Oak Capital Management, LLC | 2,408 | $193.0K | 0.02% | +3+0.1% | Added |
| Howe & Rusling Inc | 2,334 | $187.0K | 0.02% | −9−0.4% | Reduced |
| Stephenson National Bank & Trust | 2,336 | $187.0K | 0.12% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2,247 | $180.0K | 0.02% | +42+1.9% | Added |
| Montag A & Associates Inc | 2,200 | $177.0K | 0.01% | 00.0% | Unchanged |