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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 4,764 | $389.0K | 0.03% | +10.0% | Added |
| Boston Financial Mangement LLC | 4,784 | $391.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,830 | $395.0K | 0.03% | −1,299−21.2% | Reduced |
| Summit X, LLC | 4,880 | $396.0K | 0.10% | +30+0.6% | Added |
| Boston Private Wealth LLC | 4,854 | $396.0K | 0.01% | +812+20.1% | Added |
| Resources Management Corp | 4,895 | $400.0K | 0.06% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 4,923 | $403.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4,976 | $407.0K | 0.04% | +2,729+121.5% | Added |
| Cambridge Trust Co | 4,990 | $408.0K | 0.02% | +217+4.5% | Added |
| Toews Corp | 5,000 | $409.0K | 0.05% | +5,000 | New |
| Tranquilli Financial Advisor LLC | 5,016 | $410.0K | 0.31% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,068 | $414.0K | 0.01% | −860−14.5% | Reduced |
| American Portfolios Advisors | 5,100 | $417.0K | 0.02% | +40+0.8% | Added |
| Wells Trecaso Financial Group, LLC | 5,097 | $417.0K | 0.20% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,136 | $420.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 5,167 | $422.0K | 0.03% | −721−12.2% | Reduced |
| Bellwether Advisors, LLC | 5,174 | $423.0K | 0.14% | +5,174 | New |
| KCM Investment Advisors LLC | 5,262 | $430.0K | 0.02% | +243+4.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,299 | $432.8K | 0.00% | −6,440−54.9% | Reduced |
| Hobart Private Capital, LLC | 5,296 | $433.0K | 0.17% | −307−5.5% | Reduced |
| Outlook Wealth Advisors, LLC | 5,356 | $438.0K | 0.14% | −6−0.1% | Reduced |
| Savant Capital, LLC | 5,373 | $439.0K | 0.02% | +931+21.0% | Added |
| Great Lakes Advisors, LLC | 5,435 | $444.0K | 0.01% | −85−1.5% | Reduced |
| American State Bank (Iowa) | 5,436 | $444.4K | 0.34% | 00.0% | Unchanged |
| Thomasville National Bank | 5,450 | $446.0K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 5,487 | $449.0K | 0.04% | −116−2.1% | Reduced |
| KC Investment Advisors, LLC | 5,507 | $450.0K | 0.36% | +100+1.8% | Added |
| Beirne Wealth Consulting Services, LLC | 5,527 | $452.0K | 0.26% | −75−1.3% | Reduced |
| Beaumont Financial Partners, LLC | 5,614 | $459.0K | 0.04% | −503−8.2% | Reduced |
| First Manhattan Co | 5,625 | $459.0K | 0.00% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 5,625 | $460.0K | 0.05% | +1,391+32.9% | Added |
| Barber Financial Group, Inc. | 5,647 | $462.0K | 0.06% | +41+0.7% | Added |
| Freestone Capital Holdings, LLC | 5,762 | $471.0K | 0.02% | +1,132+24.4% | Added |
| Knuff & Co LLC | 5,774 | $472.0K | 0.18% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 5,832 | $477.0K | 0.01% | +980+20.2% | Added |
| Segall Bryant & Hamill, LLC | 5,835 | $478.0K | 0.00% | −339−5.5% | Reduced |
| Boston Family Office LLC | 5,847 | $478.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 5,865 | $479.0K | 0.06% | +89+1.5% | Added |
| Sound Income Strategies, LLC | 5,876 | $480.0K | 0.06% | +100+1.7% | Added |
| HBK Sorce Advisory LLC | 5,940 | $486.0K | 0.03% | −424−6.7% | Reduced |
| IndexIQ Advisors LLC | 5,948 | $486.0K | 0.02% | +293+5.2% | Added |
| Midwest Professional Planners, LTD. | 6,010 | $491.0K | 0.26% | −9−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 6,061 | $496.0K | 0.01% | +209+3.6% | Added |
| Central Trust Co | 6,092 | $499.0K | 0.02% | −1,049−14.7% | Reduced |
| Savior LLC | 6,150 | $503.0K | 0.52% | −151−2.4% | Reduced |
| Barry Investment Advisors, LLC | 6,257 | $512.0K | 0.14% | +46+0.7% | Added |
| Illinois Municipal Retirement Fund | 6,297 | $515.0K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,381 | $522.0K | 0.02% | +144+2.3% | Added |
| Intrua Financial, LLC | 6,126 | $524.0K | 0.10% | +299+5.1% | Added |
| BBR Partners, LLC | 6,408 | $524.0K | 0.04% | +48+0.8% | Added |
| Aevitas Wealth Management, Inc. | 6,421 | $525.0K | 0.33% | +18+0.3% | Added |
| Wetherby Asset Management Inc | 6,531 | $534.0K | 0.03% | −349−5.1% | Reduced |
| Wedbush Securities Inc | 6,561 | $536.0K | 0.03% | +5+0.1% | Added |
| Independent Advisor Alliance | 6,638 | $543.0K | 0.03% | +139+2.1% | Added |
| People's United Financial, Inc. | 6,662 | $545.0K | 0.01% | −414−5.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,702 | $547.0K | 0.04% | −2,040−23.3% | Reduced |
| Fulcrum Asset Management LLP | – | $547.0K | 0.27% | – | New |
| Squarepoint Ops LLC | 6,703 | $548.0K | 0.00% | −97,068−93.5% | Reduced |
| Blue Fin Capital, Inc. | 6,739 | $550.0K | 0.17% | −706−9.5% | Reduced |
| RFG Advisory, LLC | 6,741 | $551.0K | 0.05% | +36+0.5% | Added |
| Prio Wealth Limited Partnership | 6,784 | $555.0K | 0.02% | −551−7.5% | Reduced |
| CPWM, LLC | 6,847 | $560.0K | 0.05% | −22−0.3% | Reduced |
| Whittier Trust Co | 6,910 | $565.0K | 0.01% | +627+10.0% | Added |
| FORA Capital, LLC | 6,918 | $566.0K | 0.14% | +6,918 | New |
| JustInvest LLC | 6,938 | $567.0K | 0.05% | +1,201+20.9% | Added |
| Man Group plc | 6,990 | $571.0K | 0.00% | −7,753−52.6% | Reduced |
| J.W. Cole Advisors, Inc. | 7,001 | $572.0K | 0.04% | +1,362+24.2% | Added |
| Kempen Capital Management N.V. | 7,091 | $580.0K | 0.02% | −9,284−56.7% | Reduced |
| Huntington National Bank | 7,105 | $581.0K | 0.01% | −991−12.2% | Reduced |
| Kestra Private Wealth Services, LLC | 7,101 | $581.0K | 0.03% | +1,662+30.6% | Added |
| CenterStar Asset Management, LLC | – | $581.0K | 0.45% | – | New |
| TCI Wealth Advisors, Inc. | 7,128 | $583.0K | 0.09% | −16−0.2% | Reduced |
| Cetera Advisors LLC | 7,140 | $584.0K | 0.01% | +18+0.3% | Added |
| Strategic Investment Advisors | 7,166 | $586.0K | 0.13% | +459+6.8% | Added |
| Hills Bank & Trust Co | 7,188 | $588.0K | 0.09% | 00.0% | Unchanged |
| Veritable, L.P. | 7,293 | $596.0K | 0.01% | +132+1.8% | Added |
| Fiduciary Trust Co | 7,293 | $596.0K | 0.01% | +419+6.1% | Added |
| Vontobel Holding Ltd. | 7,313 | $598.0K | 0.01% | −66−0.9% | Reduced |
| McDonald Partners LLC | 7,396 | $605.0K | 0.14% | +437+6.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 7,515 | $614.0K | 0.44% | −4,114−35.4% | Reduced |
| Shelton Capital Management | 7,574 | $619.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 7,702 | $630.0K | 0.02% | +127+1.7% | Added |
| Caxton Associates LP | 7,837 | $641.0K | 0.09% | −1,226−13.5% | Reduced |
| Natixis | 7,846 | $641.0K | 0.00% | +7,846 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,948 | $650.0K | 0.04% | −1,600−16.8% | Reduced |
| Vident Investment Advisory, LLC | 8,007 | $653.0K | 0.02% | +990+14.1% | Added |
| Bridgeworth, LLC | 8,024 | $656.0K | 0.18% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,183 | $669.0K | 0.02% | +1,892+30.1% | Added |
| Seven Eight Capital, LP | 8,200 | $670.0K | 0.06% | −17,600−68.2% | Reduced |
| Crestwood Advisors Group LLC | 8,205 | $671.0K | 0.02% | −100−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 8,464 | $692.0K | 0.03% | −6,379−43.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 8,493 | $694.0K | 0.07% | −95−1.1% | Reduced |
| Inverness Counsel LLC | 8,668 | $709.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,857 | $724.0K | 0.08% | +8,857 | New |
| Regentatlantic Capital LLC | 8,994 | $735.0K | 0.02% | +471+5.5% | Added |
| South State Corp. | 9,003 | $736.0K | 0.06% | −246−2.7% | Reduced |
| World Asset Management Inc | 9,027 | $738.0K | 0.07% | −391−4.2% | Reduced |
| Optimal Asset Management, Inc. | 9,067 | $741.0K | 0.09% | +31+0.3% | Added |
| Oppenheimer & Co Inc | 9,185 | $751.0K | 0.01% | −783−7.9% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,241 | $756.0K | 0.87% | +665+7.8% | Added |