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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2021: 762 institutions
Q1 2021: 789 institutionsQ2 2021: 775 institutionsQ3 2021: 762 institutionsQ4 2021: 814 institutionsQ1 2022: 851 institutionsQ2 2022: 854 institutionsQ3 2022: 832 institutionsQ4 2022: 874 institutionsQ1 2023: 867 institutionsQ2 2023: 855 institutionsQ3 2023: 806 institutionsQ4 2023: 821 institutionsQ1 2024: 817 institutionsQ2 2024: 818 institutionsQ3 2024: 871 institutionsQ4 2024: 876 institutionsQ1 2025: 890 institutionsQ2 2025: 935 institutionsQ3 2025: 992 institutionsQ4 2025: 1,031 institutionsQ1 2026: 1,069 institutionsQ2 2026: 1,127 institutions
Value heldQ3 2021: $22.2B
Q1 2021: $23.3BQ2 2021: $21.5BQ3 2021: $22.2BQ4 2021: $25.0BQ1 2022: $23.7BQ2 2022: $23.0BQ3 2022: $21.4BQ4 2022: $23.2BQ1 2023: $21.6BQ2 2023: $19.9BQ3 2023: $16.3BQ4 2023: $17.2BQ1 2024: $17.0BQ2 2024: $16.4BQ3 2024: $20.2BQ4 2024: $17.5BQ1 2025: $18.9BQ2 2025: $19.8BQ3 2025: $22.6BQ4 2025: $21.4BQ1 2026: $21.7BQ2 2026: $23.5B
Institutions holding ES and their total value by quarter
QuarterHoldersValue
Q2 20261,127$23.5B
Q1 20261,069$21.7B
Q4 20251,031$21.4B
Q3 2025992$22.6B
Q2 2025935$19.8B
Q1 2025890$18.9B
Q4 2024876$17.5B
Q3 2024871$20.2B
Q2 2024818$16.4B
Q1 2024817$17.0B
Q4 2023821$17.2B
Q3 2023806$16.3B
Q2 2023855$19.9B
Q1 2023867$21.6B
Q4 2022874$23.2B
Q3 2022832$21.4B
Q2 2022854$23.0B
Q1 2022851$23.7B
Q4 2021814$25.0B
Q3 2021762$22.2B
Q2 2021775$21.5B
Q1 2021789$23.3B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q2 2021.

Institutions holding ES in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC3,696$301.0K0.00%−3,456−48.3%Reduced
Geneos Wealth Management Inc.3,685$301.0K0.01%+141+4.0%Added
Polar Asset Management Partners Inc.3,622$296.0K0.00%−2,252−38.3%Reduced
IFP Advisors, Inc3,626$296.0K0.01%−872−19.4%Reduced
MAI Capital Management3,607$295.0K0.01%−6−0.2%Reduced
Cresset Asset Management, LLC3,589$293.0K0.00%+873+32.1%Added
Berkshire Asset Management LLC3,576$292.0K0.02%+578+19.3%Added
Signaturefd, LLC3,522$288.0K0.01%+719+25.7%Added
Conning Inc.3,512$287.0K0.01%−610−14.8%Reduced
Tower Bridge Advisors3,502$286.3K0.02%00.0%Unchanged
Wilkins Investment Counsel Inc3,500$286.0K0.07%00.0%Unchanged
Mayflower Financial Advisors, LLC3,307$285.0K0.04%−117−3.4%Reduced
Zacks Investment Management3,433$281.0K0.00%−3,824−52.7%Reduced
Cozad Asset Management Inc3,431$281.0K0.04%00.0%Unchanged
HM Payson & Co3,417$279.0K0.01%−100−2.8%Reduced
Pinkerton Retirement Specialists, LLC3,413$279.0K0.05%−4−0.1%Reduced
Bessemer Group Inc3,389$277.0K0.00%−840−19.9%Reduced
Means Investment Co., Inc.3,384$277.0K0.05%+9+0.3%Added
Quadrant Capital Group LLC3,347$274.0K0.04%+345+11.5%Added
Coastal Bridge Advisors, LLC3,335$273.0K0.06%00.0%Unchanged
Financial Advocates Investment Management3,328$272.0K0.02%+123+3.8%Added
Glenview Trust Co3,305$270.0K0.01%00.0%Unchanged
Tokio Marine Asset Management Co Ltd3,284$268.0K0.02%+723+28.2%Added
Brown Advisory Inc3,265$267.0K0.00%−3,351−50.6%Reduced
Vestmark Advisory Solutions, Inc.3,267$267.0K0.02%+32+1.0%Added
Smithfield Trust Co3,255$266.0K0.02%00.0%Unchanged
Parcion Private Wealth LLC3,090$266.0K0.02%+126+4.3%Added
Veriti Management LLC3,236$265.0K0.04%−1,069−24.8%Reduced
Private Capital Group, LLC3,237$265.0K0.06%+111+3.6%Added
Calton & Associates, Inc.3,230$264.0K0.06%−1,032−24.2%Reduced
Johnson Midwest Financial, LLC3,223$264.0K0.22%00.0%Unchanged
Sentry Investment Management LLC3,211$263.0K0.08%−469−12.7%Reduced
Gateway Investment Advisers LLC3,208$262.0K0.00%−173−5.1%Reduced
Federated Hermes, Inc.3,205$262.0K0.00%−74−2.3%Reduced
CIBC World Markets Inc.3,205$262.0K0.00%+291+10.0%Added
Buckingham Strategic Wealth, LLC3,192$261.0K0.01%−22−0.7%Reduced
Freedman Financial Associates, Inc.3,189$261.0K0.19%00.0%Unchanged
CSM Advisors, LLC3,195$261.0K0.02%00.0%Unchanged
NSI Retail Advisors, LLC3,195$261.0K0.05%00.0%Unchanged
HighPoint Advisor Group LLC3,178$260.0K0.03%−258−7.5%Reduced
Sculati Wealth Management, LLC3,162$259.0K0.14%00.0%Unchanged
Marino, Stram & Associates LLC3,151$258.0K0.09%+3,151New
Albion Financial Group3,092$253.0K0.02%00.0%Unchanged
Center for Financial Planning, Inc.3,047$249.0K0.06%00.0%Unchanged
Cadence Wealth Management LLC3,042$249.0K0.28%00.0%Unchanged
Abacus Wealth Partners, LLC3,031$247.8K0.09%−54−1.8%Reduced
Gsa Capital Partners LLP3,014$246.0K0.03%+81+2.8%Added
Woodstock Corp2,986$244.0K0.03%00.0%Unchanged
Continuum Advisory, LLC2,959$242.0K0.06%−135−4.4%Reduced
Colony Group LLC2,960$242.0K0.00%+12+0.4%Added
Mainstay Capital Management LLC2,958$242.0K0.14%+2,958New
Beaton Management Co. Inc.2,953$241.0K0.16%00.0%Unchanged
First American Trust, FSB2,932$240.0K0.04%00.0%Unchanged
Strategy Asset Managers LLC2,933$240.0K0.05%+20+0.7%Added
Coastal Capital Group, Inc.2,906$238.0K0.06%−976−25.1%Reduced
Great Valley Advisor Group, Inc.2,888$236.0K0.02%−1,097−27.5%Reduced
Newman Dignan & Sheerar, Inc.2,889$236.0K0.08%+10.0%Added
Mondrian Investment Partners LTD2,890$236.0K0.00%+2,890New
SeaCrest Wealth Management, LLC2,862$234.0K0.03%−20−0.7%Reduced
Ieq Capital, LLC2,823$231.0K0.01%+2,823New
Adviser Investments LLC2,807$230.0K0.02%00.0%Unchanged
Miracle Mile Advisors, LLC2,755$225.0K0.01%00.0%Unchanged
Capital Investment Advisory Services, LLC2,741$224.0K0.03%+5+0.2%Added
YHB Investment Advisors, Inc.2,722$223.0K0.02%−354−11.5%Reduced
Main Street Financial Solutions, LLC2,716$222.0K0.03%+210+8.4%Added
Pathstone Family Office, LLC2,676$218.0K0.01%−6−0.2%Reduced
Investment Partners, Ltd.2,660$217.0K0.10%+17+0.6%Added
Arkadios Wealth Advisors2,649$216.0K0.03%−44−1.6%Reduced
Ford Financial Group, LLC2,642$216.0K0.08%00.0%Unchanged
Sawtooth Solutions, LLC2,623$214.0K0.03%+2,623New
Atlantic Union Bankshares Corp2,606$213.0K0.02%−50−1.9%Reduced
Girard Partners Ltd.2,617$213.0K0.03%00.0%Unchanged
Burney Co2,527$207.0K0.01%00.0%Unchanged
Two Sigma Investments, LP2,520$206.0K0.00%−8,908−77.9%Reduced
West Family Investments, Inc.2,514$206.0K0.05%+2,514New
Blueprint Investment Partners LLC2,522$206.0K0.10%+2,522New
Johnson Investment Counsel Inc2,501$204.0K0.00%+2,501New
Bank of Stockton2,490$203.0K0.06%+2,490New
Alphasimplex Group, LLC2,462$201.0K0.17%−2,462−50.0%Reduced
Glassman Wealth Services2,460$201.0K0.04%+22+0.9%Added
MEMBERS Trust Co2,436$200.0K0.01%−70−2.8%Reduced
Spirit of America Management Corp2,450$200.0K0.04%00.0%Unchanged
Stephenson National Bank & Trust2,336$191.0K0.12%00.0%Unchanged
Charter Oak Capital Management, LLC2,326$190.0K0.02%−82−3.4%Reduced
Howe & Rusling Inc2,266$185.0K0.02%−68−2.9%Reduced
West Paces Advisors Inc.2,243$183.4K0.06%+255+12.8%Added
Montag A & Associates Inc2,200$180.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc2,117$173.0K0.01%+612+40.7%Added
Harbour Investments, Inc.2,088$171.0K0.01%−45−2.1%Reduced
Meeder Asset Management Inc2,090$171.0K0.01%+12+0.6%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,070$169.0K0.00%00.0%Unchanged
Tompkins Financial Corp2,065$169.0K0.03%+2,065New
BerganKDV Wealth Management, LLC2,049$168.0K0.02%00.0%Unchanged
Lountzis Asset Management, LLC2,050$167.6K0.10%00.0%Unchanged
Jones Financial Companies LLLP1,930$158.0K0.00%−17−0.9%Reduced
Hantz Financial Services, Inc.1,924$157.0K0.01%+343+21.7%Added
Oakworth Capital, Inc.1,911$156.0K0.02%00.0%Unchanged
O'Shaughnessy Asset Management, LLC1,906$156.0K0.00%+794+71.4%Added
Benjamin F. Edwards & Company, Inc.1,882$154.0K0.01%−76−3.9%Reduced
Simplex Trading, LLC1,937$154.0K0.01%00.0%Unchanged