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 |
|---|---|---|---|---|---|
| BBVA USA | 2,147 | $173.0K | 0.01% | +2,147 | New |
| Harbour Investments, Inc. | 2,133 | $171.0K | 0.01% | −60−2.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,094 | $168.0K | 0.00% | +101+5.1% | Added |
| Meeder Asset Management Inc | 2,078 | $167.0K | 0.01% | +270+14.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,070 | $166.0K | 0.00% | −1,873−47.5% | Reduced |
| Lountzis Asset Management, LLC | 2,050 | $164.0K | 0.10% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,049 | $164.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1,988 | $159.5K | 0.06% | −13−0.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,958 | $157.0K | 0.01% | −522−21.0% | Reduced |
| Jones Financial Companies LLLP | 1,947 | $156.0K | 0.00% | −793−28.9% | Reduced |
| Simplex Trading, LLC | 1,937 | $155.0K | 0.01% | −833−30.1% | Reduced |
| Oakworth Capital, Inc. | 1,911 | $153.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,889 | $151.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 1,816 | $146.0K | 0.10% | +9+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 1,772 | $142.0K | 0.03% | −18−1.0% | Reduced |
| GoalVest Advisory LLC | 1,715 | $138.0K | 0.09% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,704 | $137.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $136.0K | 0.04% | – | – |
| Deseret Mutual Benefit Administrators | 1,680 | $135.0K | 0.03% | +1,680 | New |
| Sargent Bickham Lagudis LLC | 1,636 | $131.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,628 | $131.0K | 0.06% | +1,628 | New |
| Hantz Financial Services, Inc. | 1,581 | $127.0K | 0.00% | +242+18.1% | Added |
| Old North State Trust, LLC | 1,570 | $126.0K | 0.10% | −70−4.3% | Reduced |
| Leelyn Smith, LLC | 1,540 | $124.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,527 | $123.0K | 0.00% | +1,527 | New |
| Kistler-Tiffany Companies, LLC | 1,513 | $121.0K | 0.03% | +8+0.5% | Added |
| AdvisorNet Financial, Inc | 1,505 | $121.0K | 0.01% | +10+0.7% | Added |
| Farmers & Merchants Investments Inc | 1,480 | $119.0K | 0.01% | +10+0.7% | Added |
| Assetmark, Inc | 1,330 | $107.0K | 0.00% | +439+49.3% | Added |
| Webster Bank, N. A. | 1,306 | $105.0K | 0.01% | −60−4.4% | Reduced |
| Tobam | 1,265 | $102.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,246 | $100.0K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,249 | $100.0K | 0.00% | +60+5.0% | Added |
| Reilly Financial Advisors, LLC | 1,195 | $96.0K | 0.01% | −45−3.6% | Reduced |
| Jacobi Capital Management LLC | 1,189 | $95.0K | 0.01% | +1+0.1% | Added |
| Isthmus Partners, LLC | 1,137 | $91.0K | 0.02% | +1,137 | New |
| Vigilant Capital Management, LLC | 1,127 | $90.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,110 | $89.0K | 0.03% | +40+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,112 | $89.0K | 0.00% | +75+7.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,114 | $89.0K | 0.05% | +826+286.8% | Added |
| FFT Wealth Management LLC | 1,115 | $89.0K | 0.02% | +1,115 | New |
| AGF Investments LLC | 1,056 | $85.0K | 0.01% | +855+425.4% | Added |
| Exos Asset Management LLC | 1,047 | $84.0K | 0.04% | +1,047 | New |
| Sawyer & Company, Inc | 1,030 | $83.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,030 | $83.0K | 0.00% | +101+10.9% | Added |
| NEXT Financial Group, Inc | 1,002 | $80.0K | 0.01% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 957 | $77.0K | 0.00% | +311+48.1% | Added |
| TSFG, LLC | 918 | $74.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $73.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $70.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 867 | $70.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 869 | $70.0K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 873 | $70.0K | 0.00% | +63+7.8% | Added |
| Altshuler Shaham Ltd | 838 | $67.0K | 0.00% | +838 | New |
| Brendel Financial Advisors LLC | 787 | $63.0K | 0.03% | +787 | New |
| Brewin Dolphin Ltd | 781 | $62.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 744 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 744 | $59.7K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $59.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 744 | $59.0K | 0.00% | +2+0.3% | Added |
| Caldwell Trust Co | 730 | $58.6K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 715 | $57.0K | 0.00% | +252+54.4% | Added |
| Sonora Investment Management, LLC | 671 | $54.0K | 0.01% | +120+21.8% | Added |
| Elmwood Wealth Management, Inc. | 661 | $53.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 647 | $52.0K | 0.04% | +647 | New |
| Heritage Wealth Advisors | 600 | $48.1K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 600 | $48.0K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 600 | $48.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 594 | $48.0K | 0.02% | +7+1.2% | Added |
| First Horizon Advisors, Inc. | 614 | $48.0K | 0.00% | +437+246.9% | Added |
| Tradition Wealth Management, LLC | 570 | $46.0K | 0.01% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 565 | $45.0K | 0.02% | +27+5.0% | Added |
| GeoWealth Management, LLC | 552 | $44.0K | 0.01% | +552 | New |
| City Holding Co | 533 | $43.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 530 | $43.0K | 0.00% | +56+11.8% | Added |
| Focused Wealth Management, Inc | 524 | $42.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 485 | $39.0K | 0.01% | −1,312−73.0% | Reduced |
| Personal Wealth Partners | 484 | $39.0K | 0.02% | +484 | New |
| Tradewinds Capital Management, LLC | 472 | $38.0K | 0.01% | +472 | New |
| Bogart Wealth, LLC | 455 | $37.0K | 0.00% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 424 | $34.0K | 1.23% | +424 | New |
| Global Retirement Partners, LLC | 424 | $34.0K | 0.00% | +6+1.4% | Added |
| Enterprise Financial Services Corp | 414 | $33.0K | 0.01% | −34−7.6% | Reduced |
| Covington Capital Management | 417 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 408 | $33.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 414 | $33.0K | 0.02% | +43+11.6% | Added |
| Horan Securities, Inc. | 395 | $32.0K | 0.02% | +27+7.3% | Added |
| AllSquare Wealth Management LLC | 381 | $31.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 390 | $31.0K | 0.01% | +25+6.8% | Added |
| Berman Capital Advisors, LLC | 381 | $30.0K | 0.00% | +33+9.5% | Added |
| Brown Brothers Harriman & Co | 364 | $29.0K | 0.00% | −20−5.2% | Reduced |
| Zions Bancorporation, N.A. | 365 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 350 | $28.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 348 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 321 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 300 | $24.1K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 300 | $24.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 293 | $24.0K | 0.01% | −3−1.0% | Reduced |
| Pinnacle Financial Partners Inc | 297 | $24.0K | 0.00% | +297 | New |
| Pinnacle Wealth Advisors | 297 | $24.0K | 0.00% | +297 | New |