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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 1,889 | $154.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,879 | $153.0K | 0.00% | −566−23.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,867 | $153.0K | 0.00% | −227−10.8% | Reduced |
| Cahill Financial Advisors Inc | 1,875 | $153.0K | 0.03% | +1,875 | New |
| Accel Wealth Management | 1,825 | $149.0K | 0.10% | +9+0.5% | Added |
| Global Retirement Partners, LLC | 1,795 | $147.0K | 0.01% | +1,371+323.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,772 | $145.0K | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,745 | $143.0K | 0.03% | +1,745 | New |
| Holloway Wealth Management, LLC | – | $139.0K | 0.04% | – | – |
| Deseret Mutual Benefit Administrators | 1,680 | $137.0K | 0.03% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,636 | $134.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,628 | $133.0K | 0.06% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,562 | $127.0K | 0.00% | −142−8.3% | Reduced |
| Leelyn Smith, LLC | 1,540 | $126.0K | 0.04% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,521 | $124.0K | 0.03% | +8+0.5% | Added |
| Farmers & Merchants Investments Inc | 1,480 | $121.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,452 | $119.0K | 0.11% | −118−7.5% | Reduced |
| Centaurus Financial, Inc. | 1,381 | $113.0K | 0.01% | +1,381 | New |
| Jacobi Capital Management LLC | 1,326 | $108.0K | 0.01% | +137+11.5% | Added |
| Webster Bank, N. A. | 1,306 | $107.0K | 0.01% | 00.0% | Unchanged |
| AGF Investments LLC | 1,305 | $107.0K | 0.01% | +249+23.6% | Added |
| Tobam | 1,265 | $103.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,257 | $103.0K | 0.01% | +1,257 | New |
| Selective Wealth Management, Inc. | 1,246 | $102.0K | 0.05% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,251 | $102.0K | 0.01% | +56+4.7% | Added |
| Gradient Investments LLC | 1,207 | $99.0K | 0.00% | −42−3.4% | Reduced |
| Bartlett & Co. LLC | 1,183 | $97.0K | 0.00% | +439+59.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,183 | $96.7K | 0.00% | +439+59.0% | Added |
| Assetmark, Inc | 1,120 | $92.0K | 0.00% | −210−15.8% | Reduced |
| Vigilant Capital Management, LLC | 1,127 | $92.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,114 | $91.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,059 | $87.0K | 0.00% | +29+2.8% | Added |
| Emfo, LLC | 1,049 | $86.0K | 0.08% | +1,049 | New |
| Sawyer & Company, Inc | 1,030 | $84.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 990 | $81.0K | 0.01% | −12−1.2% | Reduced |
| Focused Wealth Management, Inc | 991 | $81.0K | 0.01% | +467+89.1% | Added |
| Whittier Trust Co of Nevada Inc | 972 | $79.0K | 0.00% | +15+1.6% | Added |
| Trustcore Financial Services, LLC | 950 | $78.0K | 0.01% | +950 | New |
| TSFG, LLC | 918 | $75.0K | 0.03% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $74.0K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 919 | $74.0K | 0.00% | +305+49.7% | Added |
| Capital Advisors, Ltd. LLC | 867 | $71.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 874 | $71.0K | 0.03% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 869 | $71.0K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 847 | $69.0K | 0.01% | +176+26.2% | Added |
| BBVA USA | 821 | $67.0K | 0.00% | −1,326−61.8% | Reduced |
| Massmutual Trust Co FSB | 823 | $67.0K | 0.00% | −50−5.7% | Reduced |
| Brewin Dolphin Ltd | 781 | $63.9K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 734 | $60.0K | 0.02% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 744 | $60.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 730 | $60.0K | 0.00% | +15+2.1% | Added |
| Caldwell Trust Co | 730 | $59.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 690 | $58.0K | 0.04% | −420−37.8% | Reduced |
| PSI Advisors, LLC | 700 | $57.0K | 0.03% | +700 | New |
| Robinson Value Management, Ltd. | 656 | $54.0K | 0.05% | +656 | New |
| Addison Advisors LLC | 647 | $53.0K | 0.04% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 608 | $50.0K | 0.01% | +608 | New |
| Heritage Wealth Advisors | 600 | $49.1K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 590 | $48.0K | 0.02% | −4−0.7% | Reduced |
| Tradition Wealth Management, LLC | 570 | $47.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 533 | $44.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 530 | $43.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 511 | $42.0K | 0.02% | +97+23.4% | Added |
| Berman Capital Advisors, LLC | 518 | $42.0K | 0.01% | +137+36.0% | Added |
| Cribstone Capital Management, LLC | 500 | $41.0K | 0.02% | −100−16.7% | Reduced |
| Pacitti Group Inc. | 504 | $41.0K | 0.03% | +242+92.4% | Added |
| Tortoise Investment Management, LLC | 485 | $40.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 464 | $39.4K | 0.01% | +464 | New |
| Tradewinds Capital Management, LLC | 472 | $39.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 460 | $38.0K | 0.02% | +79+20.7% | Added |
| Bogart Wealth, LLC | 455 | $37.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 445 | $36.0K | 0.00% | +156+54.0% | Added |
| Goodwin Investment Advisory | 438 | $36.0K | 0.03% | +438 | New |
| Kelly Financial Services LLC | 432 | $35.4K | 0.02% | −34,020−98.7% | Reduced |
| Red Tortoise LLC | 446 | $35.0K | 0.03% | +446 | New |
| Covington Capital Management | 417 | $34.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 408 | $33.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 405 | $33.0K | 0.01% | +15+3.8% | Added |
| Hanson & Doremus Investment Management | 379 | $31.0K | 0.01% | +379 | New |
| Brown Brothers Harriman & Co | 364 | $30.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 353 | $29.0K | 0.00% | −12−3.3% | Reduced |
| First Personal Financial Services | 350 | $29.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 353 | $29.0K | 0.01% | +5+1.4% | Added |
| Kowal Investment Group, LLC | 348 | $28.0K | 0.01% | +348 | New |
| Tarbox Family Office, Inc. | 321 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 320 | $26.0K | 0.01% | +30+10.3% | Added |
| Cascade Investment Advisors, Inc. | 300 | $24.5K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 293 | $24.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 283 | $23.0K | 0.00% | +5+1.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 278 | $23.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 269 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 270 | $22.0K | 0.01% | 00.0% | Unchanged |
| FAI Wealth Management | 275 | $22.0K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 262 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 254 | $21.0K | 0.01% | +20+8.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $20.4K | 0.02% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 246 | $20.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 244 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 244 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 250 | $20.0K | 0.01% | +2+0.8% | Added |