Skip to main content
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.

Q4 2021 vs. Q3 2021

How the institutions holding Eversource Energy changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of ES: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders76211814+63
Shares271.9M145.7K274.9M+3.19M (+1.2%)
Value$22.2B$11.9M$25.0B+$2.78B (+12.5%)

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (126)

Institutions that held Eversource Energy at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 126 by value.

Institutions new to ES in Q4 2021
InstitutionSharesValue% of portfolio
Clean Energy Transition LLP348,386$31.7M4.84%
Brandywine Global Investment Management, LLC250,111$22.8M0.16%
Allspring Global Investments Holdings, LLC195,012$17.7M0.02%
Qube Research & Technologies Ltd128,209$11.7M0.09%
Coann Capital LLC110,115$10.0M5.47%
Yousif Capital Management, LLC67,685$6.16M0.06%
B. Metzler seel. Sohn & Co. AG59,561$5.43M0.07%
Gulf International Bank (UK) Ltd53,380$4.86M0.07%
Lockheed Martin Investment Management Co37,100$3.38M0.18%
Marshall Wace, LLP33,543$3.05M0.01%
Ascent Group, LLC29,184$2.54M0.32%
Northcape Wealth Management, LLC26,147$2.38M0.80%
Kenfarb & Co.22,250$2.02M1.48%
Aigen Investment Management, LP22,163$1.95M0.12%
Desjardins Global Asset Management Inc.16,760$1.52M0.13%
Stevens Capital Management LP15,867$1.44M0.33%
National Bank of Canada15,105$1.34M0.01%
Finer Wealth Management, Inc.14,766$1.34M1.11%
SC&H Financial Advisors, Inc.12,931$1.18M0.65%
Heritage Financial Services, LLC12,050$1.10M0.86%
Amplius Wealth Advisors, LLC11,032$1.00M0.14%
Prudential PLC10,948$996.0K0.01%
Banque Pictet & Cie SA9,468$861.0K0.01%
Ergoteles LLC9,450$860.0K0.03%
Cerity Partners LLC9,056$824.0K0.01%
CWM, LLC8,965$816.0K0.01%
Finivi Inc.7,772$707.1K0.75%
Dixon Hughes Goodman Wealth Advisors LLC7,622$693.0K0.23%
Mystic Asset Management, Inc.7,611$692.0K0.33%
Laurel Wealth Advisors, Inc.6,418$584.0K0.05%
Modera Wealth Management, LLC6,290$572.0K0.02%
Sciencast Management LP6,130$552.0K0.10%
Sagefield Capital LP5,798$527.0K0.24%
Sterling Investment Counsel, LLC5,452$496.0K0.34%
Kraematon Investment Advisors, Inc4,862$442.0K0.40%
Mirabella Financial Services LLP4,728$430.0K0.04%
Boothbay Fund Management, LLC4,584$417.0K0.01%
Advisor Resource Council4,593$417.0K0.03%
Shore Point Advisors, LLC4,543$413.0K0.34%
Brinker Capital Investments, LLC4,521$411.0K0.01%
Oak Thistle LLC4,457$406.0K0.31%
Balentine LLC3,582$326.0K0.01%
Pine Haven Investment Counsel, Inc3,451$314.0K0.29%
Congress Wealth Management LLC3,340$304.0K0.01%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,095$282.0K0.01%
Metis Global Partners, LLC3,002$273.0K0.08%
EP Wealth Advisors, LLC2,906$264.0K0.01%
Engineers Gate Manager LP2,814$256.0K0.01%
Washington Trust Advisors, Inc.2,782$253.0K0.02%
Mather Group, LLC.2,742$249.0K0.00%
Cedrus LLC2,698$245.5K0.24%
Jupiter Asset Management Ltd2,635$240.0K0.00%
Sequoia Financial Advisors, LLC2,617$238.0K0.01%
Triad Financial Advisors, Inc.2,591$236.0K0.14%
Schechter Investment Advisors, LLC2,570$234.0K0.02%
Prelude Capital Management, LLC2,559$233.0K0.01%
Econ Financial Services Corp2,555$232.0K0.18%
Horizon Investments, LLC2,527$230.0K0.01%
Lockerman Financial Group, Inc.2,490$227.0K0.59%
Hilltop Holdings Inc.2,454$223.0K0.02%
Northside Capital Management, LLC2,441$222.0K0.06%
Spreng Capital Management, Inc.2,355$214.0K0.12%
Engine No. 1 LLC2,355$214.0K0.04%
Peak Financial Management, Inc.2,342$213.0K0.07%
Dearborn Partners LLC2,320$211.0K0.01%
Bokf, NA2,308$210.0K0.00%
JGP Wealth Management, LLC2,348$210.0K0.04%
Murphy Capital Management Inc2,305$209.0K0.02%
Opus Capital Group, LLC2,293$209.0K0.04%
Verdence Capital Advisors LLC2,271$207.0K0.02%
Lebenthal Global Advisors, LLC2,276$207.0K0.08%
Associated Banc-Corp2,269$206.0K0.01%
Retirement Planning Co of New England, Inc.2,273$206.0K0.10%
Sightline Wealth Advisors, LLC2,276$206.0K0.18%
Waters Parkerson & Co., LLC2,236$203.0K0.01%
Wealth Alliance Advisory Group, LLC2,229$203.0K0.09%
O'Brien Wealth Partners LLC1,979$174.0K0.06%
Widmann Financial Services, Inc.1,770$161.0K0.13%
DuPont Capital Management Corp1,730$157.0K0.01%
Raleigh Capital Management Inc.1,441$131.0K0.13%
Group One Trading, L.P.1,398$127.0K0.00%
AlphaMark Advisors, LLC1,377$125.0K0.04%
Zullo Investment Group, Inc.1,243$113.0K0.06%
First Community Trust NA1,080$98.3K0.08%
Brown, Lisle/Cummings, Inc.944$85.9K0.04%
Sandy Cove Advisors, LLC886$81.0K0.07%
Gould Capital, LLC800$73.0K0.05%
Beaird Harris Wealth Management, LLC700$64.0K0.02%
Elmwood Wealth Management, Inc.661$60.0K0.03%
Quent Capital, LLC474$43.0K0.01%
Ahrens Investment Partners LLC425$39.0K0.02%
Atticus Wealth Management, LLC427$39.0K0.02%
Credit Agricole S A419$38.0K0.00%
CoreCap Advisors, LLC410$37.0K0.00%
Neo Ivy Capital Management382$35.0K0.05%
AIA Group Ltd379$34.0K0.00%
EverSource Wealth Advisors, LLC365$34.0K0.01%
Horan Securities, Inc.368$33.0K0.02%
Rinkey Investments357$31.0K0.03%
Country Trust Bank308$28.0K0.00%

Sold out (63)

Institutions that held Eversource Energy at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of ES in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Adage Capital Partners GP, L.L.C.175,534$14.4M
Zimmer Partners, LP75,000$6.13M
MUFG Securities EMEA plc47,000$3.84M
Capstone Investment Advisors, LLC16,795$1.37M
E. Ohman J:or Asset Management AB15,600$1.28M
Centiva Capital, LP15,565$1.27M
Duality Advisers, LP13,991$1.14M
Maverick Capital LtdSuperinvestorMaverick Capital13,945$1.14M
Worldquant Millennium Advisors LLC10,901$891.0K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH9,470$774.0K
Nomura Holdings Inc9,457$774.0K
Seven Eight Capital, LP8,200$670.0K
Caxton Associates LP7,837$641.0K
Cerro Pacific Wealth Advisors LLC7,515$614.0K
McDonald Partners LLC7,396$605.0K
CenterStar Asset Management, LLC–$581.0K
Kempen Capital Management N.V.7,091$580.0K
FORA Capital, LLC6,918$566.0K
BBR Partners, LLC6,408$524.0K
Kore Private Wealth LLC5,625$460.0K
Hobart Private Capital, LLC5,296$433.0K
Toews Corp5,000$409.0K
Alpha Paradigm Partners, LLC4,455$364.0K
Blueshift Asset Management, LLC4,330$354.0K
Quantamental Technologies LLC4,255$348.0K
Polar Asset Management Partners Inc.3,622$296.0K
CIBC World Markets Inc.3,205$262.0K
Gsa Capital Partners LLP3,014$246.0K
Mainstay Capital Management LLC2,958$242.0K
Strategy Asset Managers LLC2,933$240.0K
Atlantic Union Bankshares Corp2,606$213.0K
Two Sigma Investments, LP2,520$206.0K
West Family Investments, Inc.2,514$206.0K
Alphasimplex Group, LLC2,462$201.0K
Meeder Asset Management Inc2,090$171.0K
Lountzis Asset Management, LLC2,050$167.6K
O'Shaughnessy Asset Management, LLC1,906$156.0K
Cahill Financial Advisors Inc1,875$153.0K
Ibex Wealth Advisors1,745$143.0K
Jacobi Capital Management LLC1,326$108.0K
Bartlett & Co. LLC1,183$97.0K
Bartlett & Co. Wealth Management LLC1,183$96.7K
CX Institutional730$60.0K
Robinson Value Management, Ltd.656$54.0K
Pacitti Group Inc.504$41.0K
Red Tortoise LLC446$35.0K
Kowal Investment Group, LLC348$28.0K
MCF Advisors LLC283$23.0K
Meridian Wealth Partners, LLC248$20.0K
Motco211$17.0K
Gerber Kawasaki Wealth & Investment Management185$15.0K
Ironwood Financial, llc145$12.0K
Consolidated Planning Corp124$10.0K
Stuart Chaussee & Associates, Inc.115$9.00K
Truvestments Capital LLC107$9.00K
Resolute Partners Group110$9.00K
Glen Eagle Advisors, LLC100$8.18K
Clearstead Advisors, LLC45$4.00K
Evolution Wealth Advisors, LLC49$4.00K
Atlas Private Wealth Advisors54$4.00K
First Command Financial Services, Inc.12$1.00K
First Command Advisory Services, Inc.37$0
Cordant, Inc.5$0

Not filed for Q4 2021 yet (11)

Institutions that held Eversource Energy at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ES in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG60,133$4.92M
Hexavest Inc.47,356$3.87M
Marshall Wace North America L.P.10,085$824.0K
Optimal Asset Management, Inc.9,067$741.0K
World Asset Management Inc9,027$738.0K
Mid Atlantic Financial Management Inc4,382$358.0K
HighPoint Advisor Group LLC3,178$260.0K
Sonora Investment Management, LLC847$69.0K
BBVA USA821$67.0K
Berman Capital Advisors, LLC518$42.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA250$20.4K