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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, Q4 2021

Institutional positions in Eversource Energy as of Dec 31, 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
814
+63 vs. Q3 2021
Shares held
274.9M
+3.19M (+1.2%) vs. Q3 2021
Total value
$25.0B
+$2.78B (+12.5%) vs. Q3 2021
New holders
126
255 more added
Sold out
63
267 more reduced

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 814 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 heldQ4 2021: $25.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2021.

Institutions holding ES in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC5$00.00%00.0%Unchanged
JJJ Advisors Inc.3$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$00.00%00.0%Unchanged
USA Financial Portformulas Corp5$00.00%00.0%Unchanged
Evoke Wealth, LLC5$00.00%+5New
Cassady Schiller Wealth Management, LLC4$00.00%+4New
Harbor Investment Advisory, LLC12$1.00K0.00%00.0%Unchanged
First Command Bank12$1.00K0.00%00.0%Unchanged
Core Alternative Capital13$1.00K0.00%+13New
KB Financial Partners, LLC7$1.00K0.00%+7New
Atlas Capital Advisors LLC15$1.36K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.22$2.00K0.00%−10−31.3%Reduced
TD Capital Management LLC25$2.00K0.00%00.0%Unchanged
Pacifica Partners Inc.20$2.00K0.00%00.0%Unchanged
American National Bank18$2.00K0.00%00.0%Unchanged
Sierra Capital LLC20$2.00K0.00%+20New
Schubert & Co17$2.00K0.00%+17New
Eagle Bay Advisors LLC34$3.00K0.00%−26−43.3%Reduced
Winch Advisory Services, LLC38$3.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC36$3.00K0.00%00.0%Unchanged
O'Dell Group, LLC36$3.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.34$3.00K0.00%+1+3.0%Added
Financial Management Professionals, Inc.28$3.00K0.00%00.0%Unchanged
Aua Capital Management, LLC28$3.00K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC28$3.00K0.00%00.0%Unchanged
Standard Family Office LLC32$3.00K0.03%+32New
Thomas J. Herzfeld Advisors, Inc.40$4.00K0.00%00.0%Unchanged
Ellevest, Inc.55$5.00K0.00%−91−62.3%Reduced
FinTrust Capital Advisors, LLC69$6.00K0.00%00.0%Unchanged
Solstein Capital, LLC69$6.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$6.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc65$6.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.73$6.00K0.00%00.0%Unchanged
Arlington Partners LLC62$6.00K0.00%+62New
Sutton Wealth Advisors Inc.67$6.10K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC75$7.00K0.01%00.0%Unchanged
FSB Premier Wealth Management, Inc.86$7.00K0.00%+86New
Future Financial Wealth Managment LLC75$7.00K0.01%+75New
Confluence Wealth Services, Inc.80$7.00K0.00%+80New
United Community Bank90$8.19K0.01%+90New
Asset Dedication, LLC100$9.00K0.00%−113−53.1%Reduced
Prestige Wealth Management Group LLC98$9.00K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$9.00K0.02%+100New
Column Capital Advisors, LLC111$10.0K0.00%−57−33.9%Reduced
Rockbridge Investment Management, LCC108$10.0K0.00%00.0%Unchanged
High Net Worth Advisory Group LLC114$10.0K0.00%+114New
Norway Savings Bank117$11.0K0.00%00.0%Unchanged
Retirement Group, LLC117$11.0K0.00%+117New
Investmark Advisory Group LLC125$11.0K0.01%+125New
Investors Research Corp130$12.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.134$12.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC148$13.0K0.00%+128+640.0%Added
Signet Financial Management, LLC147$13.0K0.00%+147New
Raffa Wealth Management, LLC146$13.3K0.00%−75−33.9%Reduced
Clean Yield Group155$14.0K0.00%+155New
Covestor Ltd149$14.0K0.02%+149New
Ancora Advisors, LLC167$15.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC167$15.0K0.00%+32+23.7%Added
GeoWealth Management, LLC175$16.0K0.00%−1−0.6%Reduced
Carolinas Wealth Consulting LLC172$16.0K0.00%00.0%Unchanged
North Star Investment Management Corp.191$17.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.188$17.0K0.00%00.0%Unchanged
Manchester Capital Management LLC187$17.0K0.00%−1−0.5%Reduced
Valley National Advisers Inc194$18.0K0.00%00.0%Unchanged
Robbins Farley LLC200$18.0K0.01%+200New
TD Waterhouse Canada Inc.208$18.4K0.00%+208New
Umb Bank N A209$19.0K0.00%+209New
Financial Perspectives, Inc210$19.1K0.01%00.0%Unchanged
First Personal Financial Services227$21.0K0.00%−123−35.1%Reduced
Earnest Partners LLC234$21.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA244$22.0K0.01%00.0%Unchanged
Anchor Investment Management, LLC246$22.4K0.00%00.0%Unchanged
Loomis Sayles & Co L P257$23.0K0.00%−188−42.2%Reduced
Gleason Group, Inc.252$23.0K0.01%+2+0.8%Added
Atwood & Palmer Inc262$24.0K0.00%00.0%Unchanged
Kings Point Capital Management260$24.0K0.00%+260New
American Research & Management Co.262$24.0K0.01%+262New
City State Bank266$24.0K0.01%+266New
Graves-Light Private Wealth Management, Inc.278$25.0K0.00%00.0%Unchanged
Hall Laurie J Trustee270$25.0K0.01%00.0%Unchanged
FAI Wealth Management275$25.0K0.02%00.0%Unchanged
Bellwether Advisors, LLC295$26.0K0.01%−4,879−94.3%Reduced
Cascade Investment Advisors, Inc.300$27.3K0.02%00.0%Unchanged
Country Trust Bank308$28.0K0.00%+308New
TAP Consulting, LLC307$28.0K0.01%+307New
Parkside Financial Bank & Trust320$29.0K0.01%00.0%Unchanged
Tarbox Family Office, Inc.321$29.0K0.00%00.0%Unchanged
Versant Capital Management, Inc338$31.0K0.01%−15−4.2%Reduced
Salem Investment Counselors Inc336$31.0K0.00%+92+37.7%Added
Rinkey Investments357$31.0K0.03%+357New
Brown Brothers Harriman & Co356$32.0K0.00%−8−2.2%Reduced
Harbour Investments, Inc.360$33.0K0.00%−1,728−82.8%Reduced
Horan Securities, Inc.368$33.0K0.02%+368New
TCI Wealth Advisors, Inc.372$34.0K0.01%−6,756−94.8%Reduced
Hanson & Doremus Investment Management379$34.0K0.01%00.0%Unchanged
AIA Group Ltd379$34.0K0.00%+379New
EverSource Wealth Advisors, LLC365$34.0K0.01%+365New
AllSquare Wealth Management LLC389$35.0K0.02%−71−15.4%Reduced
Neo Ivy Capital Management382$35.0K0.05%+382New
Zions Bancorporation, N.A.401$36.0K0.00%+48+13.6%Added