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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.

Q3 2021 vs. Q2 2021

How the institutions holding Eversource Energy changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of ES: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders775137620
Shares267.7M2.28M271.9M+6.48M (+2.4%)
Value$21.5B$182.8M$22.2B+$937.7M (+4.4%)

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Eversource Energy at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to ES in Q3 2021
InstitutionSharesValue% of portfolio
Pictet Asset Management SA1,878,645$153.6M0.17%
Adage Capital Partners GP, L.L.C.175,534$14.4M0.03%
U.S. Capital Wealth Advisors, LLC116,544$9.53M0.41%
Connor, Clark & Lunn Investment Management Ltd.47,467$3.88M0.02%
MUFG Securities EMEA plc47,000$3.84M0.05%
Holocene Advisors, LP37,141$3.04M0.02%
Balyasny Asset Management LLC28,715$2.35M0.01%
Pensionfund Sabic24,500$2.00M0.42%
JB Capital LLC22,113$1.81M0.23%
Icon Advisers Inc19,400$1.59M0.27%
Northwest & Ethical Investments L.P.18,654$1.53M0.05%
AlphaCrest Capital Management LLC18,445$1.51M0.08%
Y-Intercept (Hong Kong) Ltd17,696$1.45M0.26%
Cordatus Wealth Management LLC17,284$1.41M1.09%
Pensionfund DSM Netherlands17,000$1.39M0.18%
Capstone Investment Advisors, LLC16,795$1.37M0.02%
Maverick Capital LtdSuperinvestorMaverick Capital13,945$1.14M0.01%
Nomura Holdings Inc9,457$774.0K0.01%
Arete Wealth Advisors, LLC8,857$724.0K0.08%
Natixis7,846$641.0K0.00%
CenterStar Asset Management, LLC–$581.0K0.45%
FORA Capital, LLC6,918$566.0K0.14%
Fulcrum Asset Management LLP–$547.0K0.27%
Bellwether Advisors, LLC5,174$423.0K0.14%
Toews Corp5,000$409.0K0.05%
Blueshift Asset Management, LLC4,330$354.0K0.02%
Quantamental Technologies LLC4,255$348.0K0.23%
United Capital Financial Advisers, LLC4,008$328.0K0.00%
Marino, Stram & Associates LLC3,151$258.0K0.09%
Mainstay Capital Management LLC2,958$242.0K0.14%
Mondrian Investment Partners LTD2,890$236.0K0.00%
Ieq Capital, LLC2,823$231.0K0.01%
Sawtooth Solutions, LLC2,623$214.0K0.03%
West Family Investments, Inc.2,514$206.0K0.05%
Blueprint Investment Partners LLC2,522$206.0K0.10%
Johnson Investment Counsel Inc2,501$204.0K0.00%
Bank of Stockton2,490$203.0K0.06%
Tompkins Financial Corp2,065$169.0K0.03%
Cahill Financial Advisors Inc1,875$153.0K0.03%
Ibex Wealth Advisors1,745$143.0K0.03%
Centaurus Financial, Inc.1,381$113.0K0.01%
Point72 Hong Kong Ltd1,257$103.0K0.01%
Emfo, LLC1,049$86.0K0.08%
Trustcore Financial Services, LLC950$78.0K0.01%
PSI Advisors, LLC700$57.0K0.03%
Robinson Value Management, Ltd.656$54.0K0.05%
RWM Asset Management, LLC608$50.0K0.01%
Tucker Asset Management LLC464$39.4K0.01%
Goodwin Investment Advisory438$36.0K0.03%
Red Tortoise LLC446$35.0K0.03%
Hanson & Doremus Investment Management379$31.0K0.01%
Kowal Investment Group, LLC348$28.0K0.01%
Meridian Wealth Partners, LLC248$20.0K0.00%
Gerber Kawasaki Wealth & Investment Management185$15.0K0.00%
Consolidated Planning Corp124$10.0K0.01%
Solstein Capital, LLC69$6.00K0.00%
Bell Investment Advisors, Inc71$6.00K0.00%
O'Dell Group, LLC36$3.00K0.00%
First Command Bank12$1.00K0.00%
First Command Financial Services, Inc.12$1.00K0.00%
Lenox Wealth Advisors, LLC5$00.00%
JJJ Advisors Inc.3$00.00%
First Command Advisory Services, Inc.37$00.00%
Cordant, Inc.5$00.00%

Sold out (64)

Institutions that held Eversource Energy at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of ES in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Ceredex Value Advisors LLC759,850$61.0M
Point72 Asset Management, L.P.655,300$52.6M
Verition Fund Management LLC159,525$12.8M
PGGM Investments107,139$8.60M
Coann Capital LLC78,227$6.28M
Tudor Investment Corp Et Al71,329$5.72M
Marshall Wace, LLP67,117$5.39M
Quantbot Technologies LP65,450$5.25M
Healthcare of Ontario Pension Plan Trust Fund52,600$4.22M
Aigen Investment Management, LP51,233$4.11M
Edgestream Partners, L.P.49,236$3.95M
Cornerstone Advisors, LLC35,000$2.81M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund30,297$2.43M
Quadrature Capital Ltd29,553$2.37M
Inscription Capital, LLC17,722$1.42M
Engineers Gate Manager LP15,745$1.26M
ExodusPoint Capital Management, LP13,857$1.11M
Quantitative Systematic Strategies LLC13,819$1.11M
Transcend Wealth Collective, LLC11,662$934.0K
Pearl River Capital, LLC11,173$897.0K
Virginia Retirement Systems Et Al10,800$867.0K
Corbyn Investment Management Inc10,553$847.0K
IHT Wealth Management, LLC8,957$719.0K
BP PLC7,995$641.0K
Twinbeech Capital LP7,770$623.0K
DuPont Capital Management Corp7,182$576.0K
Los Angeles Capital Management LLC7,142$573.0K
Weld Capital Management LLC6,772$543.0K
blooom, inc.4,163$518.0K
Laurel Wealth Advisors, Inc.6,439$516.0K
Paloma Partners Management Co6,076$488.0K
Ergoteles LLC4,855$390.0K
Mirabella Financial Services LLP4,602$369.0K
Charles Schwab Trust Co4,500$361.0K
Fox Run Management, L.L.C.4,402$353.0K
Magnetar Financial LLC3,542$284.0K
DRW Securities, LLC3,484$280.0K
Truadvice, LLC3,078$270.0K
1st Source Bank3,022$242.0K
Group One Trading, L.P.2,990$240.0K
EP Wealth Advisors, LLC2,965$238.0K
Opus Capital Group, LLC2,893$232.0K
Associated Banc-Corp2,626$211.0K
Two Sigma Advisers, LP2,600$209.0K
NuWave Investment Management, LLC2,551$205.0K
Advisory Services Network, LLC1,527$123.0K
Isthmus Partners, LLC1,137$91.0K
FFT Wealth Management LLC1,115$89.0K
Exos Asset Management LLC1,047$84.0K
Altshuler Shaham Ltd838$67.0K
Brendel Financial Advisors LLC787$63.0K
Rosenberg Matthew Hamilton600$48.0K
Personal Wealth Partners484$39.0K
Lion Street Advisors, LLC424$34.0K
Enterprise Financial Services Corp414$33.0K
Pinnacle Financial Partners Inc297$24.0K
BDO Wealth Advisors, LLC300$24.0K
Flagship Private Wealth, LLC228$18.9K
Cullen/Frost Bankers, Inc.175$14.0K
Summit Wealth Group, LLC150$12.0K
Evermay Wealth Management LLC70$6.00K
Arlington Partners LLC45$4.00K
Red Door Wealth Management, LLC18$1.00K
Standard Family Office LLC12$1.00K

Not filed for Q3 2021 yet (13)

Institutions that held Eversource Energy at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd2,165,956$173.8M
Usca Ria LLC72,372$5.81M
QS Investors, LLC16,946$1.36M
Nachman Norwood & Parrott, Inc9,610$771.0K
CWM, LLC9,023$724.0K
GoalVest Advisory LLC1,715$138.0K
Elmwood Wealth Management, Inc.661$53.0K
FormulaFolio Investments, LLC565$45.0K
Horan Securities, Inc.395$32.0K
Pinnacle Wealth Advisors297$24.0K
First Horizon Corp284$22.0K
Castleview Partners, LLC135$11.0K
San Francisco Sentry Investment Group (Ca)116$9.00K