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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 530 | $43.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 533 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 570 | $47.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 590 | $48.0K | 0.02% | −4−0.7% | Reduced |
| Heritage Wealth Advisors | 600 | $49.1K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 608 | $50.0K | 0.01% | +608 | New |
| Addison Advisors LLC | 647 | $53.0K | 0.04% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 656 | $54.0K | 0.05% | +656 | New |
| PSI Advisors, LLC | 700 | $57.0K | 0.03% | +700 | New |
| CVA Family Office, LLC | 690 | $58.0K | 0.04% | −420−37.8% | Reduced |
| Caldwell Trust Co | 730 | $59.7K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $60.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 744 | $60.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 730 | $60.0K | 0.00% | +15+2.1% | Added |
| Brewin Dolphin Ltd | 781 | $63.9K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 821 | $67.0K | 0.00% | −1,326−61.8% | Reduced |
| Massmutual Trust Co FSB | 823 | $67.0K | 0.00% | −50−5.7% | Reduced |
| Sonora Investment Management, LLC | 847 | $69.0K | 0.01% | +176+26.2% | Added |
| Capital Advisors, Ltd. LLC | 867 | $71.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $71.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 869 | $71.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $74.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 919 | $74.0K | 0.00% | +305+49.7% | Added |
| TSFG, LLC | 918 | $75.0K | 0.03% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 950 | $78.0K | 0.01% | +950 | New |
| Whittier Trust Co of Nevada Inc | 972 | $79.0K | 0.00% | +15+1.6% | Added |
| NEXT Financial Group, Inc | 990 | $81.0K | 0.01% | −12−1.2% | Reduced |
| Focused Wealth Management, Inc | 991 | $81.0K | 0.01% | +467+89.1% | Added |
| Sawyer & Company, Inc | 1,030 | $84.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $86.0K | 0.08% | +1,049 | New |
| Ci Investments Inc. | 1,059 | $87.0K | 0.00% | +29+2.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,114 | $91.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 1,120 | $92.0K | 0.00% | −210−15.8% | Reduced |
| Vigilant Capital Management, LLC | 1,127 | $92.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,183 | $96.7K | 0.00% | +439+59.0% | Added |
| Bartlett & Co. LLC | 1,183 | $97.0K | 0.00% | +439+59.0% | Added |
| Gradient Investments LLC | 1,207 | $99.0K | 0.00% | −42−3.4% | Reduced |
| Selective Wealth Management, Inc. | 1,246 | $102.0K | 0.05% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,251 | $102.0K | 0.01% | +56+4.7% | Added |
| Tobam | 1,265 | $103.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,257 | $103.0K | 0.01% | +1,257 | New |
| Webster Bank, N. A. | 1,306 | $107.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 1,305 | $107.0K | 0.01% | +249+23.6% | Added |
| Jacobi Capital Management LLC | 1,326 | $108.0K | 0.01% | +137+11.5% | Added |
| Centaurus Financial, Inc. | 1,381 | $113.0K | 0.01% | +1,381 | New |
| Old North State Trust, LLC | 1,452 | $119.0K | 0.11% | −118−7.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,480 | $121.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,521 | $124.0K | 0.03% | +8+0.5% | Added |
| Leelyn Smith, LLC | 1,540 | $126.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,562 | $127.0K | 0.00% | −142−8.3% | Reduced |
| West Branch Capital LLC | 1,628 | $133.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,636 | $134.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,680 | $137.0K | 0.03% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $139.0K | 0.04% | – | – |
| Ibex Wealth Advisors | 1,745 | $143.0K | 0.03% | +1,745 | New |
| Plante Moran Financial Advisors, LLC | 1,772 | $145.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,795 | $147.0K | 0.01% | +1,371+323.3% | Added |
| Accel Wealth Management | 1,825 | $149.0K | 0.10% | +9+0.5% | Added |
| Washington Trust Co | 1,879 | $153.0K | 0.00% | −566−23.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,867 | $153.0K | 0.00% | −227−10.8% | Reduced |
| Cahill Financial Advisors Inc | 1,875 | $153.0K | 0.03% | +1,875 | New |
| Benjamin F. Edwards & Company, Inc. | 1,882 | $154.0K | 0.01% | −76−3.9% | Reduced |
| Simplex Trading, LLC | 1,937 | $154.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,889 | $154.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,911 | $156.0K | 0.02% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,906 | $156.0K | 0.00% | +794+71.4% | Added |
| Hantz Financial Services, Inc. | 1,924 | $157.0K | 0.01% | +343+21.7% | Added |
| Jones Financial Companies LLLP | 1,930 | $158.0K | 0.00% | −17−0.9% | Reduced |
| Lountzis Asset Management, LLC | 2,050 | $167.6K | 0.10% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,049 | $168.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,070 | $169.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,065 | $169.0K | 0.03% | +2,065 | New |
| Harbour Investments, Inc. | 2,088 | $171.0K | 0.01% | −45−2.1% | Reduced |
| Meeder Asset Management Inc | 2,090 | $171.0K | 0.01% | +12+0.6% | Added |
| AdvisorNet Financial, Inc | 2,117 | $173.0K | 0.01% | +612+40.7% | Added |
| Montag A & Associates Inc | 2,200 | $180.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,243 | $183.4K | 0.06% | +255+12.8% | Added |
| Howe & Rusling Inc | 2,266 | $185.0K | 0.02% | −68−2.9% | Reduced |
| Charter Oak Capital Management, LLC | 2,326 | $190.0K | 0.02% | −82−3.4% | Reduced |
| Stephenson National Bank & Trust | 2,336 | $191.0K | 0.12% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,436 | $200.0K | 0.01% | −70−2.8% | Reduced |
| Spirit of America Management Corp | 2,450 | $200.0K | 0.04% | 00.0% | Unchanged |
| Alphasimplex Group, LLC | 2,462 | $201.0K | 0.17% | −2,462−50.0% | Reduced |
| Glassman Wealth Services | 2,460 | $201.0K | 0.04% | +22+0.9% | Added |
| Bank of Stockton | 2,490 | $203.0K | 0.06% | +2,490 | New |
| Johnson Investment Counsel Inc | 2,501 | $204.0K | 0.00% | +2,501 | New |
| Two Sigma Investments, LP | 2,520 | $206.0K | 0.00% | −8,908−77.9% | Reduced |
| West Family Investments, Inc. | 2,514 | $206.0K | 0.05% | +2,514 | New |
| Blueprint Investment Partners LLC | 2,522 | $206.0K | 0.10% | +2,522 | New |
| Burney Co | 2,527 | $207.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2,606 | $213.0K | 0.02% | −50−1.9% | Reduced |
| Girard Partners Ltd. | 2,617 | $213.0K | 0.03% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 2,623 | $214.0K | 0.03% | +2,623 | New |
| Arkadios Wealth Advisors | 2,649 | $216.0K | 0.03% | −44−1.6% | Reduced |
| Ford Financial Group, LLC | 2,642 | $216.0K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,660 | $217.0K | 0.10% | +17+0.6% | Added |
| Pathstone Family Office, LLC | 2,676 | $218.0K | 0.01% | −6−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 2,716 | $222.0K | 0.03% | +210+8.4% | Added |
| YHB Investment Advisors, Inc. | 2,722 | $223.0K | 0.02% | −354−11.5% | Reduced |
| Capital Investment Advisory Services, LLC | 2,741 | $224.0K | 0.03% | +5+0.2% | Added |