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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eversource Energy; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 410 | $37.0K | 0.00% | +410 | New |
| Covington Capital Management | 417 | $38.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 419 | $38.0K | 0.00% | +419 | New |
| Kelly Financial Services LLC | 427 | $38.9K | 0.02% | −5−1.2% | Reduced |
| Ahrens Investment Partners LLC | 425 | $39.0K | 0.02% | +425 | New |
| Atticus Wealth Management, LLC | 427 | $39.0K | 0.02% | +427 | New |
| Goodwin Investment Advisory | 438 | $40.0K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 438 | $40.0K | 0.01% | +33+8.1% | Added |
| Piscataqua Savings Bank | 450 | $41.0K | 0.03% | −419−48.2% | Reduced |
| Bogart Wealth, LLC | 455 | $41.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 471 | $42.0K | 0.00% | −273−36.7% | Reduced |
| Baldwin Brothers Inc | 464 | $42.0K | 0.00% | +195+72.5% | Added |
| Tucker Asset Management LLC | 464 | $42.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 475 | $43.0K | 0.01% | +3+0.6% | Added |
| Quent Capital, LLC | 474 | $43.0K | 0.01% | +474 | New |
| City Holding Co | 533 | $44.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 500 | $45.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 530 | $48.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 529 | $48.0K | 0.02% | +18+3.5% | Added |
| CVA Family Office, LLC | 560 | $51.0K | 0.01% | −130−18.8% | Reduced |
| Tortoise Investment Management, LLC | 561 | $51.0K | 0.01% | +76+15.7% | Added |
| Tradition Wealth Management, LLC | 575 | $52.0K | 0.01% | +5+0.9% | Added |
| AGF Investments LLC | 591 | $54.0K | 0.00% | −714−54.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 615 | $54.0K | 0.02% | +25+4.2% | Added |
| Heritage Wealth Advisors | 600 | $55.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 647 | $59.0K | 0.02% | +239+58.6% | Added |
| RWM Asset Management, LLC | 659 | $60.0K | 0.01% | +51+8.4% | Added |
| Elmwood Wealth Management, Inc. | 661 | $60.0K | 0.03% | +661 | New |
| Caldwell Trust Co | 669 | $60.9K | 0.01% | −61−8.4% | Reduced |
| Washington Trust Co | 672 | $61.0K | 0.00% | −1,207−64.2% | Reduced |
| Addison Advisors LLC | 668 | $61.0K | 0.04% | +21+3.2% | Added |
| PSI Advisors, LLC | 708 | $64.0K | 0.03% | +8+1.1% | Added |
| Beaird Harris Wealth Management, LLC | 700 | $64.0K | 0.02% | +700 | New |
| Perkins Coie Trust Co | 734 | $67.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 781 | $71.0K | 0.01% | −991−55.9% | Reduced |
| Gould Capital, LLC | 800 | $73.0K | 0.05% | +800 | New |
| Massmutual Trust Co FSB | 842 | $77.0K | 0.00% | +19+2.3% | Added |
| Capital Advisors, Ltd. LLC | 872 | $79.0K | 0.01% | +5+0.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 874 | $80.0K | 0.04% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 886 | $81.0K | 0.07% | +886 | New |
| First Horizon Advisors, Inc. | 919 | $83.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 907 | $83.0K | 0.05% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 927 | $84.0K | 0.01% | −200−17.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 944 | $85.9K | 0.04% | +944 | New |
| Trustcore Financial Services, LLC | 950 | $86.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 971 | $88.0K | 0.00% | −2,866−74.7% | Reduced |
| Focused Wealth Management, Inc | 991 | $90.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,030 | $94.0K | 0.04% | 00.0% | Unchanged |
| Emfo, LLC | 1,049 | $95.0K | 0.08% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,066 | $97.0K | 0.00% | +7+0.7% | Added |
| NEXT Financial Group, Inc | 1,073 | $98.0K | 0.01% | +83+8.4% | Added |
| First Community Trust NA | 1,080 | $98.3K | 0.08% | +1,080 | New |
| Whittier Trust Co of Nevada Inc | 1,103 | $100.0K | 0.00% | +131+13.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,114 | $101.0K | 0.05% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,195 | $109.0K | 0.01% | −56−4.5% | Reduced |
| Gradient Investments LLC | 1,215 | $111.0K | 0.00% | +8+0.7% | Added |
| Selective Wealth Management, Inc. | 1,246 | $113.0K | 0.05% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,243 | $113.0K | 0.06% | +1,243 | New |
| Old North State Trust, LLC | 1,248 | $114.0K | 0.08% | −204−14.0% | Reduced |
| Lindbrook Capital, LLC | 1,255 | $114.0K | 0.02% | +1,001+394.1% | Added |
| Tobam | 1,265 | $115.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,306 | $119.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 1,330 | $121.0K | 0.04% | +412+44.9% | Added |
| AlphaMark Advisors, LLC | 1,377 | $125.0K | 0.04% | +1,377 | New |
| Centaurus Financial, Inc. | 1,381 | $126.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,398 | $127.0K | 0.00% | +1,398 | New |
| Raleigh Capital Management Inc. | 1,441 | $131.0K | 0.13% | +1,441 | New |
| Farmers & Merchants Investments Inc | 1,480 | $135.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,529 | $139.0K | 0.03% | +8+0.5% | Added |
| Leelyn Smith, LLC | 1,540 | $140.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,562 | $142.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,628 | $148.0K | 0.06% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,636 | $149.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,680 | $153.0K | 0.03% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $154.0K | 0.04% | – | – |
| DuPont Capital Management Corp | 1,730 | $157.0K | 0.01% | +1,730 | New |
| Widmann Financial Services, Inc. | 1,770 | $161.0K | 0.13% | +1,770 | New |
| Point72 Hong Kong Ltd | 1,792 | $163.0K | 0.01% | +535+42.6% | Added |
| Global Retirement Partners, LLC | 1,806 | $164.0K | 0.13% | +11+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,840 | $167.0K | 0.00% | −27−1.4% | Reduced |
| Accel Wealth Management | 1,833 | $167.0K | 0.08% | +8+0.4% | Added |
| Stephenson National Bank & Trust | 1,873 | $170.0K | 0.10% | −463−19.8% | Reduced |
| Endurance Wealth Management, Inc. | 1,889 | $172.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,911 | $174.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 1,914 | $174.0K | 0.01% | +1,133+145.1% | Added |
| O'Brien Wealth Partners LLC | 1,979 | $174.0K | 0.06% | +1,979 | New |
| Jones Financial Companies LLLP | 1,926 | $175.0K | 0.00% | −4−0.2% | Reduced |
| Tompkins Financial Corp | 2,005 | $182.0K | 0.03% | −60−2.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,070 | $188.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,093 | $190.0K | 0.02% | −233−10.0% | Reduced |
| West Paces Advisors Inc. | 2,154 | $196.0K | 0.06% | −89−4.0% | Reduced |
| Montag A & Associates Inc | 2,200 | $200.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,197 | $200.0K | 0.01% | +80+3.8% | Added |
| Waters Parkerson & Co., LLC | 2,236 | $203.0K | 0.01% | +2,236 | New |
| Wealth Alliance Advisory Group, LLC | 2,229 | $203.0K | 0.09% | +2,229 | New |
| Howe & Rusling Inc | 2,254 | $205.0K | 0.02% | −12−0.5% | Reduced |
| Girard Partners Ltd. | 2,265 | $206.0K | 0.02% | −352−13.5% | Reduced |
| Associated Banc-Corp | 2,269 | $206.0K | 0.01% | +2,269 | New |
| Retirement Planning Co of New England, Inc. | 2,273 | $206.0K | 0.10% | +2,273 | New |
| Sightline Wealth Advisors, LLC | 2,276 | $206.0K | 0.18% | +2,276 | New |