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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 289 | $23.0K | 0.00% | +10+3.6% | Added |
| Parkside Financial Bank & Trust | 290 | $23.0K | 0.01% | +23+8.6% | Added |
| First Horizon Corp | 284 | $22.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 278 | $22.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 278 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 269 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $22.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 275 | $22.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 262 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 262 | $21.0K | 0.01% | +262 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $20.1K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 244 | $20.0K | 0.00% | −83−25.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 244 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 248 | $20.0K | 0.01% | +2+0.8% | Added |
| Anchor Investment Management, LLC | 246 | $19.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 234 | $19.0K | 0.00% | −73−23.8% | Reduced |
| Earnest Partners LLC | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 228 | $18.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 221 | $17.7K | 0.01% | 00.0% | Unchanged |
| Motco | 211 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $16.9K | 0.01% | −17,974−98.8% | Reduced |
| Valley National Advisers Inc | 194 | $16.0K | 0.00% | −4−2.0% | Reduced |
| Hartford Financial Management Inc. | 188 | $15.0K | 0.00% | −200−51.5% | Reduced |
| North Star Investment Management Corp. | 191 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 180 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 172 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 175 | $14.0K | 0.00% | +175 | New |
| Ancora Advisors, LLC | 167 | $13.0K | 0.00% | +31+22.8% | Added |
| Asset Dedication, LLC | 165 | $13.0K | 0.00% | +100+153.8% | Added |
| Column Capital Advisors, LLC | 168 | $13.0K | 0.00% | +100+147.1% | Added |
| Summit Wealth Group, LLC | 150 | $12.0K | 0.02% | 00.0% | Unchanged |
| Ironwood Financial, llc | 145 | $12.0K | 0.00% | +58+66.7% | Added |
| JFS Wealth Advisors, LLC | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 135 | $11.0K | 0.00% | +135 | New |
| Westside Investment Management, Inc. | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 116 | $9.00K | 0.00% | +40+52.6% | Added |
| Glen Eagle Advisors, LLC | 100 | $8.02K | 0.00% | −212−67.9% | Reduced |
| Prestige Wealth Management Group LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 76 | $6.00K | 0.00% | −525−87.4% | Reduced |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 77 | $6.00K | 0.00% | +77 | New |
| Evermay Wealth Management LLC | 70 | $6.00K | 0.00% | +70 | New |
| Sutton Wealth Advisors Inc. | 67 | $5.38K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 73 | $5.00K | 0.00% | +15+25.9% | Added |
| Atlas Private Wealth Advisors | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 46 | $4.00K | 0.00% | +46 | New |
| Winch Advisory Services, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 40 | $3.00K | 0.00% | +13+48.1% | Added |
| TD Capital Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | +9+47.4% | Added |
| Pacifica Partners Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Atlas Capital Advisors LLC | 15 | $1.20K | 0.00% | −97−86.6% | Reduced |
| American National Bank | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Kelly Financial Services LLC | 34,452 | $429 | 0.02% | +33,931+6,512.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | +3+42.9% | Added |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −79,521−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −71,844−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −59,934−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −57,173−100.0% | Sold out |
| LNZ Capital LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −22,882−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −21,211−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −12,850−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −11,666−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −9,859−100.0% | Sold out |
| Colony Family Offices, LLC | 0 | $0 | 0.00% | −9,600−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −9,257−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,852−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −7,341−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −6,352−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Stadion Money Management, LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |