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 |
|---|---|---|---|---|---|
| CPWM, LLC | 6,847 | $560.0K | 0.05% | −22−0.3% | Reduced |
| Prio Wealth Limited Partnership | 6,784 | $555.0K | 0.02% | −551−7.5% | Reduced |
| RFG Advisory, LLC | 6,741 | $551.0K | 0.05% | +36+0.5% | Added |
| Blue Fin Capital, Inc. | 6,739 | $550.0K | 0.17% | −706−9.5% | Reduced |
| Squarepoint Ops LLC | 6,703 | $548.0K | 0.00% | −97,068−93.5% | 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 |
| People's United Financial, Inc. | 6,662 | $545.0K | 0.01% | −414−5.9% | Reduced |
| Independent Advisor Alliance | 6,638 | $543.0K | 0.03% | +139+2.1% | Added |
| Wedbush Securities Inc | 6,561 | $536.0K | 0.03% | +5+0.1% | Added |
| Wetherby Asset Management Inc | 6,531 | $534.0K | 0.03% | −349−5.1% | Reduced |
| Aevitas Wealth Management, Inc. | 6,421 | $525.0K | 0.33% | +18+0.3% | 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 |
| Resources Investment Advisors, LLC. | 6,381 | $522.0K | 0.02% | +144+2.3% | Added |
| Illinois Municipal Retirement Fund | 6,297 | $515.0K | 0.02% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 6,257 | $512.0K | 0.14% | +46+0.7% | Added |
| Savior LLC | 6,150 | $503.0K | 0.52% | −151−2.4% | Reduced |
| Central Trust Co | 6,092 | $499.0K | 0.02% | −1,049−14.7% | Reduced |
| Oppenheimer Asset Management Inc. | 6,061 | $496.0K | 0.01% | +209+3.6% | Added |
| Midwest Professional Planners, LTD. | 6,010 | $491.0K | 0.26% | −9−0.1% | Reduced |
| 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 |
| Sound Income Strategies, LLC | 5,876 | $480.0K | 0.06% | +100+1.7% | Added |
| FourThought Financial, LLC | 5,865 | $479.0K | 0.06% | +89+1.5% | 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 |
| Gofen & Glossberg LLC | 5,832 | $477.0K | 0.01% | +980+20.2% | Added |
| Knuff & Co LLC | 5,774 | $472.0K | 0.18% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,762 | $471.0K | 0.02% | +1,132+24.4% | Added |
| Barber Financial Group, Inc. | 5,647 | $462.0K | 0.06% | +41+0.7% | Added |
| Kore Private Wealth LLC | 5,625 | $460.0K | 0.05% | +1,391+32.9% | Added |
| 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 |
| Beirne Wealth Consulting Services, LLC | 5,527 | $452.0K | 0.26% | −75−1.3% | Reduced |
| KC Investment Advisors, LLC | 5,507 | $450.0K | 0.36% | +100+1.8% | Added |
| Charter Trust Co | 5,487 | $449.0K | 0.04% | −116−2.1% | Reduced |
| Thomasville National Bank | 5,450 | $446.0K | 0.05% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5,436 | $444.4K | 0.34% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 5,435 | $444.0K | 0.01% | −85−1.5% | Reduced |
| Savant Capital, LLC | 5,373 | $439.0K | 0.02% | +931+21.0% | Added |
| Outlook Wealth Advisors, LLC | 5,356 | $438.0K | 0.14% | −6−0.1% | Reduced |
| Hobart Private Capital, LLC | 5,296 | $433.0K | 0.17% | −307−5.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,299 | $432.8K | 0.00% | −6,440−54.9% | Reduced |
| KCM Investment Advisors LLC | 5,262 | $430.0K | 0.02% | +243+4.8% | Added |
| Bellwether Advisors, LLC | 5,174 | $423.0K | 0.14% | +5,174 | New |
| Trust Co of Vermont | 5,167 | $422.0K | 0.03% | −721−12.2% | Reduced |
| Alpha Cubed Investments, LLC | 5,136 | $420.0K | 0.03% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,097 | $417.0K | 0.20% | 00.0% | Unchanged |
| American Portfolios Advisors | 5,100 | $417.0K | 0.02% | +40+0.8% | Added |
| Wealthspire Advisors, LLC | 5,068 | $414.0K | 0.01% | −860−14.5% | Reduced |
| Tranquilli Financial Advisor LLC | 5,016 | $410.0K | 0.31% | 00.0% | Unchanged |
| Toews Corp | 5,000 | $409.0K | 0.05% | +5,000 | New |
| Cambridge Trust Co | 4,990 | $408.0K | 0.02% | +217+4.5% | Added |
| Baystate Wealth Management LLC | 4,976 | $407.0K | 0.04% | +2,729+121.5% | Added |
| Ingalls & Snyder LLC | 4,923 | $403.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 4,895 | $400.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Belpointe Asset Management LLC | 4,830 | $395.0K | 0.03% | −1,299−21.2% | Reduced |
| Boston Financial Mangement LLC | 4,784 | $391.0K | 0.02% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 4,764 | $389.0K | 0.03% | +10.0% | Added |
| Raymond James Trust N.A. | 4,685 | $383.0K | 0.01% | +159+3.5% | Added |
| Checchi Capital Advisers, LLC | 4,665 | $381.0K | 0.05% | +80+1.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,630 | $379.0K | 0.01% | −6,856−59.7% | Reduced |
| FineMark National Bank & Trust | 4,626 | $378.0K | 0.02% | +130+2.9% | Added |
| Avantax Advisory Services, Inc. | 4,568 | $376.0K | 0.01% | +77+1.7% | Added |
| Clifford Swan Investment Counsel LLC | 4,381 | $371.0K | 0.01% | −124−2.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,516 | $369.0K | 0.01% | +1,352+42.7% | Added |
| Hurlow Wealth Management Group, Inc. | 4,481 | $366.0K | 0.22% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 4,455 | $364.0K | 0.15% | −2,141−32.5% | Reduced |
| Berkshire Bank | 4,448 | $363.0K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,418 | $361.0K | 0.01% | +256+6.2% | Added |
| Greenleaf Trust | 4,386 | $359.0K | 0.00% | −136−3.0% | Reduced |
| Mid Atlantic Financial Management Inc | 4,382 | $358.0K | 0.02% | −31−0.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,361 | $357.0K | 0.05% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,367 | $357.0K | 0.03% | +434+11.0% | Added |
| Parsons Capital Management Inc | 4,341 | $355.0K | 0.03% | −56−1.3% | Reduced |
| Blueshift Asset Management, LLC | 4,330 | $354.0K | 0.02% | +4,330 | New |
| Altavista Wealth Management, Inc. | 4,307 | $352.0K | 0.08% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,255 | $348.0K | 0.23% | +4,255 | New |
| Empirical Finance, LLC | 4,231 | $346.0K | 0.05% | +246+6.2% | Added |
| Grace & White Inc | 4,200 | $343.0K | 0.07% | 00.0% | Unchanged |
| Destination Wealth Management | 4,166 | $341.0K | 0.01% | +31+0.7% | Added |
| Symmetry Partners, LLC | 4,000 | $339.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 4,108 | $336.0K | 0.12% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 3,687 | $331.0K | 0.17% | 00.0% | Unchanged |
| FC Advisory LLC | 4,028 | $329.0K | 0.15% | +38+1.0% | Added |
| United Capital Financial Advisers, LLC | 4,008 | $328.0K | 0.00% | +4,008 | New |
| Aspire Private Capital, LLC | 3,933 | $322.0K | 0.11% | −134−3.3% | Reduced |
| Apella Capital, LLC | 3,897 | $319.0K | 0.05% | −7−0.2% | Reduced |
| Snowden Capital Advisors LLC | 3,837 | $313.7K | 0.02% | +329+9.4% | Added |
| Lincoln National Corp | 3,826 | $313.0K | 0.01% | −11−0.3% | Reduced |
| Minot Wealth Management LLC | 3,819 | $312.0K | 0.07% | −17−0.4% | Reduced |
| Acima Private Wealth, LLC | 3,800 | $311.0K | 0.14% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,753 | $307.0K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 3,757 | $307.0K | 0.01% | +537+16.7% | Added |
| Financial Counselors Inc | 3,723 | $304.0K | 0.01% | −260−6.5% | Reduced |
| CAPROCK Group, Inc. | 3,714 | $304.0K | 0.03% | +559+17.7% | Added |
| Sandy Spring Bank | 3,709 | $303.0K | 0.02% | −93−2.4% | Reduced |