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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 15,605 | $1.27M | 0.01% | +2,808+21.9% | Added |
| 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 |
| Grimes & Company, Inc. | 15,437 | $1.26M | 0.05% | −434−2.7% | Reduced |
| Atria Investments LLC | 15,397 | $1.26M | 0.02% | +1,268+9.0% | Added |
| Ossiam | 15,170 | $1.24M | 0.04% | −8,118−34.9% | 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 |
| Thrivent Financial for Lutherans | 15,094 | $1.23M | 0.00% | −891−5.6% | Reduced |
| Members Capital Advisors Inc | 15,000 | $1.23M | 0.67% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,949 | $1.22M | 0.02% | −131−0.9% | Reduced |
| Paradigm Financial Partners, LLC | 14,074 | $1.21M | 0.29% | −3,303−19.0% | Reduced |
| Profund Advisors LLC | 14,544 | $1.19M | 0.04% | −278−1.9% | Reduced |
| Centerpoint Advisors, LLC | 14,533 | $1.19M | 0.57% | 00.0% | Unchanged |
| GWM Advisors LLC | 14,363 | $1.18M | 0.03% | +764+5.6% | Added |
| Sowa Financial Group, Inc. | 14,329 | $1.17M | 0.76% | +106+0.7% | Added |
| Claro Advisors LLC | 14,104 | $1.15M | 0.48% | +49+0.3% | Added |
| Achmea Investment Management B.V. | 14,095 | $1.15M | 0.03% | +613+4.5% | Added |
| Duality Advisers, LP | 13,991 | $1.14M | 0.09% | −50,417−78.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,945 | $1.14M | 0.01% | +13,945 | New |
| STRS Ohio | 13,690 | $1.12M | 0.00% | −3,072−18.3% | Reduced |
| Cetera Advisor Networks LLC | 12,715 | $1.04M | 0.01% | +708+5.9% | Added |
| Ameritas Investment Partners, Inc. | 12,677 | $1.04M | 0.04% | −23−0.2% | Reduced |
| Anchor Capital Advisors LLC | 12,591 | $1.03M | 0.02% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 12,486 | $1.02M | 0.12% | +87+0.7% | Added |
| Presima Inc. | 12,430 | $1.02M | 0.18% | +1,000+8.7% | Added |
| Allworth Financial LP | 12,355 | $1.01M | 0.02% | +6,289+103.7% | Added |
| Rafferty Asset Management, LLC | 12,120 | $991.0K | 0.01% | +4,090+50.9% | Added |
| Brookstone Capital Management | 11,267 | $972.0K | 0.02% | +1,124+11.1% | Added |
| DC Investments Management, LLC | 11,879 | $971.0K | 1.81% | 00.0% | Unchanged |
| 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 |
| 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 |
| Integrated Wealth Concepts LLC | 11,204 | $916.0K | 0.03% | +3,273+41.3% | Added |
| Bard Financial Services, Inc. | 11,162 | $913.0K | 0.08% | +16+0.1% | Added |
| 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 |
| Allstate Corp | 11,075 | $905.0K | 0.04% | −1,831−14.2% | Reduced |
| Worldquant Millennium Advisors LLC | 10,901 | $891.0K | 0.02% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 10,749 | $879.0K | 0.00% | +287+2.7% | Added |
| Proequities, Inc. | 10,709 | $876.0K | 0.05% | +232+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,705 | $875.0K | 0.01% | +1,998+22.9% | Added |
| Kesler, Norman & Wride, LLC | 10,545 | $862.0K | 0.20% | +42+0.4% | Added |
| Cigna Investments Inc | 10,480 | $857.0K | 0.06% | −178−1.7% | Reduced |
| 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 |
| Davenport & Co LLC | 10,372 | $848.0K | 0.01% | +839+8.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,219 | $836.0K | 0.15% | −16−0.2% | Reduced |
| Csenge Advisory Group | 10,146 | $830.0K | 0.07% | +110+1.1% | Added |
| Marshall Wace North America L.P. | 10,085 | $824.0K | 0.00% | −65,326−86.6% | Reduced |
| Cox Capital Mgt LLC | 10,044 | $821.0K | 0.55% | +49+0.5% | Added |
| Tower Research Capital LLC (TRC) | 9,972 | $815.0K | 0.02% | +2,734+37.8% | Added |
| Chatham Capital Group, Inc. | 9,905 | $810.0K | 0.16% | 00.0% | Unchanged |
| Stephens Inc | 9,690 | $792.0K | 0.01% | −6,165−38.9% | Reduced |
| IBM Retirement Fund | 9,668 | $790.0K | 0.06% | +42+0.4% | Added |
| Valley Brook Capital Group | 9,502 | $776.0K | 0.77% | 00.0% | Unchanged |
| 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 |
| Northwestern Mutual Wealth Management Co | 9,444 | $772.0K | 0.00% | +2,040+27.6% | Added |
| 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 |
| Legg Mason Asset Management (Japan) Co., Ltd. | 9,241 | $756.0K | 0.87% | +665+7.8% | Added |
| Oppenheimer & Co Inc | 9,185 | $751.0K | 0.01% | −783−7.9% | Reduced |
| Optimal Asset Management, Inc. | 9,067 | $741.0K | 0.09% | +31+0.3% | Added |
| World Asset Management Inc | 9,027 | $738.0K | 0.07% | −391−4.2% | Reduced |
| South State Corp. | 9,003 | $736.0K | 0.06% | −246−2.7% | Reduced |
| Regentatlantic Capital LLC | 8,994 | $735.0K | 0.02% | +471+5.5% | Added |
| Arete Wealth Advisors, LLC | 8,857 | $724.0K | 0.08% | +8,857 | New |
| Inverness Counsel LLC | 8,668 | $709.0K | 0.03% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,493 | $694.0K | 0.07% | −95−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,464 | $692.0K | 0.03% | −6,379−43.0% | Reduced |
| Crestwood Advisors Group LLC | 8,205 | $671.0K | 0.02% | −100−1.2% | Reduced |
| Seven Eight Capital, LP | 8,200 | $670.0K | 0.06% | −17,600−68.2% | Reduced |
| Beacon Pointe Advisors, LLC | 8,183 | $669.0K | 0.02% | +1,892+30.1% | Added |
| Bridgeworth, LLC | 8,024 | $656.0K | 0.18% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,007 | $653.0K | 0.02% | +990+14.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,948 | $650.0K | 0.04% | −1,600−16.8% | Reduced |
| Caxton Associates LP | 7,837 | $641.0K | 0.09% | −1,226−13.5% | Reduced |
| Natixis | 7,846 | $641.0K | 0.00% | +7,846 | New |
| Stratos Wealth Partners, LTD. | 7,702 | $630.0K | 0.02% | +127+1.7% | Added |
| Shelton Capital Management | 7,574 | $619.0K | 0.02% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 7,515 | $614.0K | 0.44% | −4,114−35.4% | Reduced |
| McDonald Partners LLC | 7,396 | $605.0K | 0.14% | +437+6.3% | Added |
| Vontobel Holding Ltd. | 7,313 | $598.0K | 0.01% | −66−0.9% | Reduced |
| 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 |
| Hills Bank & Trust Co | 7,188 | $588.0K | 0.09% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,166 | $586.0K | 0.13% | +459+6.8% | Added |
| Cetera Advisors LLC | 7,140 | $584.0K | 0.01% | +18+0.3% | Added |
| TCI Wealth Advisors, Inc. | 7,128 | $583.0K | 0.09% | −16−0.2% | 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 |
| Kempen Capital Management N.V. | 7,091 | $580.0K | 0.02% | −9,284−56.7% | Reduced |
| J.W. Cole Advisors, Inc. | 7,001 | $572.0K | 0.04% | +1,362+24.2% | Added |
| Man Group plc | 6,990 | $571.0K | 0.00% | −7,753−52.6% | Reduced |
| JustInvest LLC | 6,938 | $567.0K | 0.05% | +1,201+20.9% | Added |
| FORA Capital, LLC | 6,918 | $566.0K | 0.14% | +6,918 | New |
| Whittier Trust Co | 6,910 | $565.0K | 0.01% | +627+10.0% | Added |