Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Eversource Energy as of Sep 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
762
0 vs. Q2 2021
Shares held
271.9M
+6.48M (+2.4%) vs. Q2 2021
Total value
$22.2B
+$937.7M (+4.4%) vs. Q2 2021
New holders
64
275 more added
Sold out
64
250 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 762 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ3 2021: $22.2B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2021.

Institutions holding ES in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$00.00%00.0%Unchanged
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Lenox Wealth Advisors, LLC5$00.00%+5New
JJJ Advisors Inc.3$00.00%+3New
First Command Advisory Services, Inc.37$00.00%+37New
Cordant, Inc.5$00.00%+5New
American National Bank18$1.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC12$1.00K0.00%00.0%Unchanged
First Command Bank12$1.00K0.00%+12New
First Command Financial Services, Inc.12$1.00K0.00%+12New
Atlas Capital Advisors LLC15$1.23K0.00%00.0%Unchanged
TD Capital Management LLC25$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.28$2.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC20$2.00K0.00%00.0%Unchanged
Aua Capital Management, LLC28$2.00K0.00%00.0%Unchanged
Pacifica Partners Inc.20$2.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC28$2.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.40$3.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC38$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC36$3.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.32$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.33$3.00K0.00%00.0%Unchanged
O'Dell Group, LLC36$3.00K0.00%+36New
Clearstead Advisors, LLC45$4.00K0.00%−32−41.6%Reduced
Evolution Wealth Advisors, LLC49$4.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors54$4.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc65$5.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.73$5.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC60$5.00K0.00%+14+30.4%Added
Sutton Wealth Advisors Inc.67$5.48K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC75$6.00K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC69$6.00K0.00%00.0%Unchanged
Solstein Capital, LLC69$6.00K0.00%+69New
Bell Investment Advisors, Inc71$6.00K0.00%+71New
Prestige Wealth Management Group LLC98$8.00K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC100$8.18K0.00%00.0%Unchanged
Stuart Chaussee & Associates, Inc.115$9.00K0.01%00.0%Unchanged
Truvestments Capital LLC107$9.00K0.00%00.0%Unchanged
Resolute Partners Group110$9.00K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC108$9.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.134$10.0K0.00%00.0%Unchanged
Norway Savings Bank117$10.0K0.00%00.0%Unchanged
Consolidated Planning Corp124$10.0K0.01%+124New
JFS Wealth Advisors, LLC135$11.0K0.00%00.0%Unchanged
Investors Research Corp130$11.0K0.00%00.0%Unchanged
Ironwood Financial, llc145$12.0K0.00%00.0%Unchanged
Ellevest, Inc.146$12.0K0.00%+70+92.1%Added
GeoWealth Management, LLC176$14.0K0.00%−376−68.1%Reduced
Carolinas Wealth Consulting LLC172$14.0K0.00%00.0%Unchanged
Ancora Advisors, LLC167$14.0K0.00%00.0%Unchanged
Column Capital Advisors, LLC168$14.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.188$15.0K0.00%00.0%Unchanged
Manchester Capital Management LLC188$15.0K0.00%+8+4.4%Added
Gerber Kawasaki Wealth & Investment Management185$15.0K0.00%+185New
Valley National Advisers Inc194$16.0K0.00%00.0%Unchanged
North Star Investment Management Corp.191$16.0K0.00%00.0%Unchanged
Motco211$17.0K0.00%00.0%Unchanged
Asset Dedication, LLC213$17.0K0.00%+48+29.1%Added
Financial Perspectives, Inc210$17.2K0.01%00.0%Unchanged
Raffa Wealth Management, LLC221$18.1K0.01%00.0%Unchanged
Earnest Partners LLC234$19.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc244$20.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA244$20.0K0.01%00.0%Unchanged
Gleason Group, Inc.250$20.0K0.01%+2+0.8%Added
Meridian Wealth Partners, LLC248$20.0K0.00%+248New
Anchor Investment Management, LLC246$20.1K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$20.4K0.02%00.0%Unchanged
Atwood & Palmer Inc262$21.0K0.00%00.0%Unchanged
Lindbrook Capital, LLC254$21.0K0.01%+20+8.5%Added
Baldwin Brothers Inc269$22.0K0.00%00.0%Unchanged
Hall Laurie J Trustee270$22.0K0.01%00.0%Unchanged
FAI Wealth Management275$22.0K0.02%00.0%Unchanged
MCF Advisors LLC283$23.0K0.00%+5+1.8%Added
Graves-Light Private Wealth Management, Inc.278$23.0K0.00%00.0%Unchanged
Concord Wealth Partners293$24.0K0.01%00.0%Unchanged
Cascade Investment Advisors, Inc.300$24.5K0.02%00.0%Unchanged
Tarbox Family Office, Inc.321$26.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust320$26.0K0.01%+30+10.3%Added
Kowal Investment Group, LLC348$28.0K0.01%+348New
Zions Bancorporation, N.A.353$29.0K0.00%−12−3.3%Reduced
First Personal Financial Services350$29.0K0.01%00.0%Unchanged
Versant Capital Management, Inc353$29.0K0.01%+5+1.4%Added
Brown Brothers Harriman & Co364$30.0K0.00%00.0%Unchanged
Hanson & Doremus Investment Management379$31.0K0.01%+379New
Benjamin Edwards Inc408$33.0K0.02%00.0%Unchanged
MV Capital Management, Inc.405$33.0K0.01%+15+3.8%Added
Covington Capital Management417$34.0K0.00%00.0%Unchanged
Red Tortoise LLC446$35.0K0.03%+446New
Kelly Financial Services LLC432$35.4K0.02%−34,020−98.7%Reduced
Loomis Sayles & Co L P445$36.0K0.00%+156+54.0%Added
Goodwin Investment Advisory438$36.0K0.03%+438New
Bogart Wealth, LLC455$37.0K0.00%00.0%Unchanged
AllSquare Wealth Management LLC460$38.0K0.02%+79+20.7%Added
Tradewinds Capital Management, LLC472$39.0K0.01%00.0%Unchanged
Tucker Asset Management LLC464$39.4K0.01%+464New
Tortoise Investment Management, LLC485$40.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC500$41.0K0.02%−100−16.7%Reduced
Pacitti Group Inc.504$41.0K0.03%+242+92.4%Added
Lloyd Advisory Services, LLC.511$42.0K0.02%+97+23.4%Added
Berman Capital Advisors, LLC518$42.0K0.01%+137+36.0%Added