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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 9,330 | $763.0K | 0.01% | −1,008−9.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,329 | $763.0K | 0.08% | +390+4.4% | Added |
| Northwestern Mutual Wealth Management Co | 9,444 | $772.0K | 0.00% | +2,040+27.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9,470 | $774.0K | 0.13% | 00.0% | Unchanged |
| Nomura Holdings Inc | 9,457 | $774.0K | 0.01% | +9,457 | New |
| Valley Brook Capital Group | 9,502 | $776.0K | 0.77% | 00.0% | Unchanged |
| IBM Retirement Fund | 9,668 | $790.0K | 0.06% | +42+0.4% | Added |
| Stephens Inc | 9,690 | $792.0K | 0.01% | −6,165−38.9% | Reduced |
| Chatham Capital Group, Inc. | 9,905 | $810.0K | 0.16% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,972 | $815.0K | 0.02% | +2,734+37.8% | Added |
| Cox Capital Mgt LLC | 10,044 | $821.0K | 0.55% | +49+0.5% | Added |
| Marshall Wace North America L.P. | 10,085 | $824.0K | 0.00% | −65,326−86.6% | Reduced |
| Csenge Advisory Group | 10,146 | $830.0K | 0.07% | +110+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,219 | $836.0K | 0.15% | −16−0.2% | Reduced |
| Davenport & Co LLC | 10,372 | $848.0K | 0.01% | +839+8.8% | Added |
| National Asset Management, Inc. | 10,495 | $855.0K | 0.03% | +43+0.4% | Added |
| Spire Wealth Management | 10,462 | $855.0K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,480 | $857.0K | 0.06% | −178−1.7% | Reduced |
| Kesler, Norman & Wride, LLC | 10,545 | $862.0K | 0.20% | +42+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,705 | $875.0K | 0.01% | +1,998+22.9% | Added |
| Proequities, Inc. | 10,709 | $876.0K | 0.05% | +232+2.2% | Added |
| Fisher Asset Management, LLC | 10,749 | $879.0K | 0.00% | +287+2.7% | Added |
| Worldquant Millennium Advisors LLC | 10,901 | $891.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 11,075 | $905.0K | 0.04% | −1,831−14.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $909.0K | 0.01% | −30,000−73.0% | Reduced |
| Advisor Partners LLC | 11,114 | $909.0K | 0.06% | −726−6.1% | Reduced |
| Bard Financial Services, Inc. | 11,162 | $913.0K | 0.08% | +16+0.1% | Added |
| Integrated Wealth Concepts LLC | 11,204 | $916.0K | 0.03% | +3,273+41.3% | Added |
| BTR Capital Management Inc | 11,345 | $928.0K | 0.12% | −900−7.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,986 | $928.0K | 0.06% | +960+8.7% | Added |
| Baker Ellis Asset Management LLC | 11,075 | $947.0K | 0.18% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,582 | $947.0K | 0.00% | +6,081+110.5% | Added |
| DC Investments Management, LLC | 11,879 | $971.0K | 1.81% | 00.0% | Unchanged |
| Brookstone Capital Management | 11,267 | $972.0K | 0.02% | +1,124+11.1% | Added |
| Rafferty Asset Management, LLC | 12,120 | $991.0K | 0.01% | +4,090+50.9% | Added |
| Allworth Financial LP | 12,355 | $1.01M | 0.02% | +6,289+103.7% | Added |
| Presima Inc. | 12,430 | $1.02M | 0.18% | +1,000+8.7% | Added |
| Essex Financial Services, Inc. | 12,486 | $1.02M | 0.12% | +87+0.7% | Added |
| Anchor Capital Advisors LLC | 12,591 | $1.03M | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,677 | $1.04M | 0.04% | −23−0.2% | Reduced |
| Cetera Advisor Networks LLC | 12,715 | $1.04M | 0.01% | +708+5.9% | Added |
| STRS Ohio | 13,690 | $1.12M | 0.00% | −3,072−18.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,945 | $1.14M | 0.01% | +13,945 | New |
| Duality Advisers, LP | 13,991 | $1.14M | 0.09% | −50,417−78.3% | Reduced |
| Achmea Investment Management B.V. | 14,095 | $1.15M | 0.03% | +613+4.5% | Added |
| Claro Advisors LLC | 14,104 | $1.15M | 0.48% | +49+0.3% | Added |
| Sowa Financial Group, Inc. | 14,329 | $1.17M | 0.76% | +106+0.7% | Added |
| GWM Advisors LLC | 14,363 | $1.18M | 0.03% | +764+5.6% | Added |
| Centerpoint Advisors, LLC | 14,533 | $1.19M | 0.57% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,544 | $1.19M | 0.04% | −278−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 14,074 | $1.21M | 0.29% | −3,303−19.0% | Reduced |
| Cetera Investment Advisers | 14,949 | $1.22M | 0.02% | −131−0.9% | Reduced |
| Members Capital Advisors Inc | 15,000 | $1.23M | 0.67% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 15,094 | $1.23M | 0.00% | −891−5.6% | Reduced |
| MJP Associates Inc | 15,129 | $1.24M | 0.42% | +5,058+50.2% | Added |
| Heritage Trust Co | 15,129 | $1.24M | 0.17% | +5,874+63.5% | Added |
| Ossiam | 15,170 | $1.24M | 0.04% | −8,118−34.9% | Reduced |
| Atria Investments LLC | 15,397 | $1.26M | 0.02% | +1,268+9.0% | Added |
| Grimes & Company, Inc. | 15,437 | $1.26M | 0.05% | −434−2.7% | Reduced |
| Icon Wealth Partners, LLC | 15,570 | $1.27M | 0.14% | +139+0.9% | Added |
| Centiva Capital, LP | 15,565 | $1.27M | 0.10% | +1,671+12.0% | Added |
| Glenmede Trust Co NA | 15,605 | $1.27M | 0.01% | +2,808+21.9% | Added |
| E. Ohman J:or Asset Management AB | 15,600 | $1.28M | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 15,608 | $1.28M | 0.03% | +11+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.29M | 0.13% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 16,239 | $1.33M | 0.85% | +4,956+43.9% | Added |
| Regions Financial Corp | 16,526 | $1.35M | 0.01% | +1,478+9.8% | Added |
| Corient Capital Partners, LLC | 16,696 | $1.36M | 0.10% | +1,007+6.4% | Added |
| Everence Capital Management Inc | 16,770 | $1.37M | 0.11% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 16,795 | $1.37M | 0.02% | +16,795 | New |
| Pensionfund DSM Netherlands | 17,000 | $1.39M | 0.18% | +17,000 | New |
| Principle Wealth Partners LLC | 17,082 | $1.40M | 0.16% | −640−3.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 17,221 | $1.41M | 0.10% | +180+1.1% | Added |
| Cordatus Wealth Management LLC | 17,284 | $1.41M | 1.09% | +17,284 | New |
| Xponance, Inc. | 17,334 | $1.42M | 0.03% | −1,698−8.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,696 | $1.45M | 0.26% | +17,696 | New |
| Keybank National Association | 18,039 | $1.48M | 0.01% | −606−3.3% | Reduced |
| Cohen & Steers, Inc. | 18,230 | $1.49M | 0.00% | −15,013−45.2% | Reduced |
| AlphaCrest Capital Management LLC | 18,445 | $1.51M | 0.08% | +18,445 | New |
| Palladium Partners LLC | 18,458 | $1.51M | 0.07% | −112−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 18,592 | $1.52M | 0.13% | +7,155+62.6% | Added |
| Northwest & Ethical Investments L.P. | 18,654 | $1.53M | 0.05% | +18,654 | New |
| Kestra Advisory Services, LLC | 18,916 | $1.55M | 0.02% | −1,506−7.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 19,268 | $1.57M | 0.18% | −432−2.2% | Reduced |
| CIBC World Markets Corp | 19,372 | $1.58M | 0.01% | −4,476−18.8% | Reduced |
| Daiwa Securities Group Inc. | 19,392 | $1.58M | 0.01% | +674+3.6% | Added |
| Icon Advisers Inc | 19,400 | $1.59M | 0.27% | +19,400 | New |
| D.A. Davidson & Co. | 19,557 | $1.60M | 0.02% | +2,303+13.3% | Added |
| MML Investors Services, LLC | 19,755 | $1.61M | 0.01% | −328−1.6% | Reduced |
| Virtus ETF Advisers LLC | 19,810 | $1.62M | 0.71% | +2,600+15.1% | Added |
| Bridgewater Associates, LP | 19,925 | $1.63M | 0.01% | +608+3.1% | Added |
| Private Advisor Group, LLC | 19,942 | $1.63M | 0.01% | +7,147+55.9% | Added |
| Mariner, LLC | 19,996 | $1.64M | 0.01% | +1,209+6.4% | Added |
| Welch & Forbes LLC | 20,191 | $1.65M | 0.03% | +1,702+9.2% | Added |
| Park Avenue Securities LLC | 20,297 | $1.66M | 0.03% | +367+1.8% | Added |
| TD Private Client Wealth LLC | 20,382 | $1.67M | 0.07% | −227−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,379 | $1.67M | 0.00% | +4,130+25.4% | Added |
| MD Financial Management Inc. | 20,404 | $1.67M | 0.04% | −3,630−15.1% | Reduced |
| Ethic Inc. | 20,654 | $1.69M | 0.17% | +2,491+13.7% | Added |
| Kentucky Retirement Systems | 20,872 | $1.71M | 0.08% | +872+4.4% | Added |