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 |
|---|---|---|---|---|---|
| Meridian Wealth Partners, LLC | 248 | $20.0K | 0.00% | +248 | New |
| Earnest Partners LLC | 234 | $19.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 221 | $18.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $17.2K | 0.01% | 00.0% | Unchanged |
| Motco | 211 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 213 | $17.0K | 0.00% | +48+29.1% | Added |
| Valley National Advisers Inc | 194 | $16.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 191 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 188 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 188 | $15.0K | 0.00% | +8+4.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 185 | $15.0K | 0.00% | +185 | New |
| GeoWealth Management, LLC | 176 | $14.0K | 0.00% | −376−68.1% | Reduced |
| Carolinas Wealth Consulting LLC | 172 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 167 | $14.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 168 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 145 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 146 | $12.0K | 0.00% | +70+92.1% | Added |
| JFS Wealth Advisors, LLC | 135 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $10.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 117 | $10.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 124 | $10.0K | 0.01% | +124 | New |
| Stuart Chaussee & Associates, Inc. | 115 | $9.00K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $8.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 75 | $6.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $6.00K | 0.00% | +69 | New |
| Bell Investment Advisors, Inc | 71 | $6.00K | 0.00% | +71 | New |
| Sutton Wealth Advisors Inc. | 67 | $5.48K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 60 | $5.00K | 0.00% | +14+30.4% | Added |
| Clearstead Advisors, LLC | 45 | $4.00K | 0.00% | −32−41.6% | Reduced |
| Evolution Wealth Advisors, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 36 | $3.00K | 0.00% | +36 | New |
| TD Capital Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| American National Bank | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 12 | $1.00K | 0.00% | +12 | New |
| First Command Financial Services, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 37 | $0 | 0.00% | +37 | New |
| Cordant, Inc. | 5 | $0 | 0.00% | +5 | New |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −759,850−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −655,300−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −159,525−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −107,139−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −78,227−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −71,329−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −67,117−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −65,450−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −52,600−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −51,233−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −49,236−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −30,297−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −29,553−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −17,722−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −15,745−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,857−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −13,819−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,173−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Corbyn Investment Management Inc | 0 | $0 | 0.00% | −10,553−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −8,957−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,995−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,770−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −7,142−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −6,772−100.0% | Sold out |
| blooom, inc. | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,076−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,602−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,484−100.0% | Sold out |
| Truadvice, LLC | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |