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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
Verdence Capital Advisors LLC2,271$207.0K0.02%+2,271New
Lebenthal Global Advisors, LLC2,276$207.0K0.08%+2,276New
Hantz Financial Services, Inc.2,281$208.0K0.01%+357+18.6%Added
Murphy Capital Management Inc2,305$209.0K0.02%+2,305New
Opus Capital Group, LLC2,293$209.0K0.04%+2,293New
Bokf, NA2,308$210.0K0.00%+2,308New
JGP Wealth Management, LLC2,348$210.0K0.04%+2,348New
Dearborn Partners LLC2,320$211.0K0.01%+2,320New
Peak Financial Management, Inc.2,342$213.0K0.07%+2,342New
Spreng Capital Management, Inc.2,355$214.0K0.12%+2,355New
Engine No. 1 LLC2,355$214.0K0.04%+2,355New
Johnson Investment Counsel Inc2,388$217.0K0.00%−113−4.5%Reduced
MEMBERS Trust Co2,436$222.0K0.01%00.0%Unchanged
Northside Capital Management, LLC2,441$222.0K0.06%+2,441New
Investment Partners, Ltd.2,448$223.0K0.09%−212−8.0%Reduced
Spirit of America Management Corp2,450$223.0K0.04%00.0%Unchanged
Hilltop Holdings Inc.2,454$223.0K0.02%+2,454New
Bank of Stockton2,490$226.0K0.07%00.0%Unchanged
Lockerman Financial Group, Inc.2,490$227.0K0.59%+2,490New
Burney Co2,527$230.0K0.01%00.0%Unchanged
Glassman Wealth Services2,526$230.0K0.04%+66+2.7%Added
Horizon Investments, LLC2,527$230.0K0.01%+2,527New
Center for Financial Planning, Inc.2,547$232.0K0.05%−500−16.4%Reduced
Econ Financial Services Corp2,555$232.0K0.18%+2,555New
Prelude Capital Management, LLC2,559$233.0K0.01%+2,559New
Blueprint Investment Partners LLC2,565$233.4K0.06%+43+1.7%Added
Schechter Investment Advisors, LLC2,570$234.0K0.02%+2,570New
Triad Financial Advisors, Inc.2,591$236.0K0.14%+2,591New
Sequoia Financial Advisors, LLC2,617$238.0K0.01%+2,617New
Assetmark, Inc2,627$239.0K0.00%+1,507+134.6%Added
Ford Financial Group, LLC2,642$240.0K0.08%00.0%Unchanged
Jupiter Asset Management Ltd2,635$240.0K0.00%+2,635New
Main Street Financial Solutions, LLC2,652$241.0K0.03%−64−2.4%Reduced
Arkadios Wealth Advisors2,657$242.0K0.03%+8+0.3%Added
BerganKDV Wealth Management, LLC2,697$245.0K0.03%+648+31.6%Added
Cedrus LLC2,698$245.5K0.24%+2,698New
Beaton Management Co. Inc.2,729$248.0K0.15%−224−7.6%Reduced
YHB Investment Advisors, Inc.2,722$248.0K0.02%00.0%Unchanged
Mather Group, LLC.2,742$249.0K0.00%+2,742New
Bessemer Group Inc2,763$251.0K0.00%−626−18.5%Reduced
Veriti Management LLC2,755$251.0K0.03%−481−14.9%Reduced
Miracle Mile Advisors, LLC2,755$251.0K0.01%00.0%Unchanged
Boston Private Wealth LLC2,787$253.0K0.00%−2,067−42.6%Reduced
Washington Trust Advisors, Inc.2,782$253.0K0.02%+2,782New
Capital Investment Advisory Services, LLC2,791$254.0K0.03%+50+1.8%Added
Adviser Investments LLC2,807$255.0K0.02%00.0%Unchanged
Engineers Gate Manager LP2,814$256.0K0.01%+2,814New
SeaCrest Wealth Management, LLC2,825$257.0K0.03%−37−1.3%Reduced
Newman Dignan & Sheerar, Inc.2,891$263.0K0.08%+2+0.1%Added
Great Valley Advisor Group, Inc.2,889$263.0K0.02%+10.0%Added
EP Wealth Advisors, LLC2,906$264.0K0.01%+2,906New
Brown Advisory Inc2,918$266.0K0.00%−347−10.6%Reduced
Coastal Capital Group, Inc.2,924$266.0K0.06%+18+0.6%Added
First American Trust, FSB2,932$267.0K0.04%00.0%Unchanged
Parcion Private Wealth LLC3,090$270.0K0.02%00.0%Unchanged
CAPROCK Group, Inc.2,991$272.0K0.02%−723−19.5%Reduced
Berkshire Asset Management LLC2,990$272.0K0.02%−586−16.4%Reduced
Gateway Investment Advisers LLC2,992$272.0K0.00%−216−6.7%Reduced
Woodstock Corp2,986$272.0K0.03%00.0%Unchanged
Metis Global Partners, LLC3,002$273.0K0.08%+3,002New
TD Private Client Wealth LLC3,016$274.4K0.01%−17,366−85.2%Reduced
Abacus Wealth Partners, LLC3,022$275.0K0.10%−9−0.3%Reduced
Lincoln National Corp3,029$276.0K0.01%−797−20.8%Reduced
Cadence Wealth Management LLC3,042$277.0K0.30%00.0%Unchanged
Albion Financial Group3,092$281.0K0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,095$282.0K0.01%+3,095New
Federated Hermes, Inc.3,120$284.0K0.00%−85−2.7%Reduced
Zacks Investment Management3,132$285.0K0.00%−301−8.8%Reduced
Tower Bridge Advisors3,162$287.7K0.02%−340−9.7%Reduced
Sculati Wealth Management, LLC3,162$288.0K0.14%00.0%Unchanged
Marino, Stram & Associates LLC3,167$288.0K0.09%+16+0.5%Added
Buckingham Strategic Wealth, LLC3,192$290.0K0.01%00.0%Unchanged
Freedman Financial Associates, Inc.3,189$290.0K0.20%00.0%Unchanged
CSM Advisors, LLC3,195$291.0K0.02%00.0%Unchanged
NSI Retail Advisors, LLC3,195$291.0K0.05%00.0%Unchanged
Private Capital Group, LLC3,209$292.0K0.06%−28−0.9%Reduced
Johnson Midwest Financial, LLC3,223$293.0K0.22%00.0%Unchanged
Smithfield Trust Co3,255$294.0K0.02%00.0%Unchanged
Calton & Associates, Inc.3,246$295.0K0.08%+16+0.5%Added
Pathstone Family Office, LLC3,250$296.0K0.01%+574+21.4%Added
Means Investment Co., Inc.3,261$297.0K0.05%−123−3.6%Reduced
Vestmark Advisory Solutions, Inc.3,267$297.0K0.02%00.0%Unchanged
Tokio Marine Asset Management Co Ltd3,284$299.0K0.02%00.0%Unchanged
Glenview Trust Co3,305$301.0K0.01%00.0%Unchanged
Mayflower Financial Advisors, LLC3,329$303.0K0.04%+22+0.7%Added
Coastal Bridge Advisors, LLC3,335$303.0K0.06%00.0%Unchanged
Financial Advocates Investment Management3,329$303.0K0.02%+10.0%Added
Congress Wealth Management LLC3,340$304.0K0.01%+3,340New
Financial Counselors Inc3,360$306.0K0.01%−363−9.8%Reduced
Continuum Advisory, LLC3,394$309.0K0.07%+435+14.7%Added
Signaturefd, LLC3,415$311.0K0.01%−107−3.0%Reduced
Pinkerton Retirement Specialists, LLC3,413$311.0K0.05%00.0%Unchanged
Cozad Asset Management Inc3,431$312.0K0.04%00.0%Unchanged
Pine Haven Investment Counsel, Inc3,451$314.0K0.29%+3,451New
Ieq Capital, LLC3,460$315.0K0.01%+637+22.6%Added
Wilkins Investment Counsel Inc3,500$318.0K0.07%00.0%Unchanged
HM Payson & Co3,521$320.0K0.01%+104+3.0%Added
Sentry Investment Management LLC3,524$321.0K0.08%+313+9.7%Added
Geneos Wealth Management Inc.3,549$322.0K0.01%−136−3.7%Reduced
Conning Inc.3,556$324.0K0.01%+44+1.3%Added