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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
Colony Group LLC3,568$325.0K0.01%+608+20.5%Added
Balentine LLC3,582$326.0K0.01%+3,582New
IFP Advisors, Inc3,628$333.0K0.01%+2+0.1%Added
Lazard Asset Management LLC3,691$335.0K0.00%−5−0.1%Reduced
Centre Asset Management, LLC3,690$336.0K0.17%+3+0.1%Added
Telemus Capital, LLC3,707$337.0K0.03%−46−1.2%Reduced
Y-Intercept (Hong Kong) Ltd3,711$338.0K0.08%−13,985−79.0%Reduced
United Capital Financial Advisers, LLC3,746$341.0K0.00%−262−6.5%Reduced
People's United Financial, Inc.3,754$342.0K0.01%−2,908−43.7%Reduced
Apella Capital, LLC3,770$343.0K0.04%−127−3.3%Reduced
MAI Capital Management3,776$344.0K0.01%+169+4.7%Added
Quadrant Capital Group LLC3,797$345.0K0.04%+450+13.4%Added
Acima Private Wealth, LLC3,800$346.0K0.15%00.0%Unchanged
Minot Wealth Management LLC3,815$347.0K0.07%−4−0.1%Reduced
Sandy Spring Bank3,809$347.0K0.02%+100+2.7%Added
Mondrian Investment Partners LTD3,845$350.0K0.01%+955+33.0%Added
Avantax Advisory Services, Inc.3,894$354.0K0.01%−674−14.8%Reduced
Hemington Wealth Management4,108$355.0K0.16%00.0%Unchanged
Greenleaf Trust3,998$364.0K0.00%−388−8.8%Reduced
Symmetry Partners, LLC4,000$364.0K0.02%00.0%Unchanged
Parallel Advisors, LLC4,039$367.0K0.01%−379−8.6%Reduced
FC Advisory LLC4,057$369.0K0.15%+29+0.7%Added
Aspire Private Capital, LLC4,151$378.0K0.12%+218+5.5%Added
Parsons Capital Management Inc4,168$379.0K0.03%−173−4.0%Reduced
Cubist Systematic Strategies, LLC4,194$382.0K0.00%−58,200−93.3%Reduced
Grace & White Inc4,200$382.0K0.07%00.0%Unchanged
Destination Wealth Management4,196$382.0K0.01%+30+0.7%Added
Hurlow Wealth Management Group, Inc.4,481$392.0K0.31%00.0%Unchanged
Altavista Wealth Management, Inc.4,307$392.0K0.08%00.0%Unchanged
Orion Portfolio Solutions, LLC4,320$393.0K0.01%−196−4.3%Reduced
Berkshire Bank4,348$395.0K0.09%−100−2.2%Reduced
Marble Harbor Investment Counsel, LLC4,361$397.0K0.05%00.0%Unchanged
Clifford Swan Investment Counsel LLC4,381$399.0K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt4,448$405.0K0.03%−3,500−44.0%Reduced
Oak Thistle LLC4,457$406.0K0.31%+4,457New
Brinker Capital Investments, LLC4,521$411.0K0.01%+4,521New
Shore Point Advisors, LLC4,543$413.0K0.34%+4,543New
Toroso Investments, LLC4,574$416.0K0.01%+817+21.7%Added
Boothbay Fund Management, LLC4,584$417.0K0.01%+4,584New
Advisor Resource Council4,593$417.0K0.03%+4,593New
BI Asset Management Fondsmaeglerselskab A/S4,630$421.0K0.02%00.0%Unchanged
Belpointe Asset Management LLC4,667$425.0K0.03%−163−3.4%Reduced
KCM Investment Advisors LLC4,698$427.0K0.01%−564−10.7%Reduced
Checchi Capital Advisers, LLC4,692$427.0K0.05%+27+0.6%Added
Mirabella Financial Services LLP4,728$430.0K0.04%+4,728New
Federation des caisses Desjardins du Quebec4,758$432.6K0.00%−541−10.2%Reduced
Connecticut Wealth Management, LLC4,764$433.0K0.03%00.0%Unchanged
NorthRock Partners, LLC4,778$435.0K0.03%+411+9.4%Added
Boston Financial Mangement LLC4,787$436.0K0.02%+3+0.1%Added
Kraematon Investment Advisors, Inc4,862$442.0K0.40%+4,862New
Summit X, LLC4,880$443.0K0.10%00.0%Unchanged
Resources Management Corp4,895$445.0K0.06%00.0%Unchanged
Ingalls & Snyder LLC4,923$448.0K0.02%00.0%Unchanged
Raymond James Trust N.A.4,989$454.0K0.01%+304+6.5%Added
Tranquilli Financial Advisor LLC5,016$456.0K0.32%00.0%Unchanged
Baystate Wealth Management LLC5,009$456.0K0.04%+33+0.7%Added
Wells Trecaso Financial Group, LLC5,097$464.0K0.20%00.0%Unchanged
Alpha Cubed Investments, LLC5,136$467.0K0.03%00.0%Unchanged
Trust Co of Vermont5,167$470.0K0.03%00.0%Unchanged
Concord Wealth Partners5,203$473.0K0.12%+4,910+1,675.8%Added
McKinley Carter Wealth Services, Inc.5,281$480.0K0.04%−1,421−21.2%Reduced
Great Lakes Advisors, LLC5,316$484.0K0.01%−119−2.2%Reduced
Outlook Wealth Advisors, LLC5,389$490.0K0.14%+33+0.6%Added
American State Bank (Iowa)5,436$494.6K0.34%00.0%Unchanged
Sterling Investment Counsel, LLC5,452$496.0K0.34%+5,452New
KC Investment Advisors, LLC5,467$497.0K0.33%−40−0.7%Reduced
Charter Trust Co5,487$499.0K0.04%00.0%Unchanged
Beirne Wealth Consulting Services, LLC5,527$503.0K0.28%00.0%Unchanged
Thomasville National Bank5,542$504.0K0.05%+92+1.7%Added
American Portfolios Advisors5,549$504.8K0.02%+449+8.8%Added
Savant Capital, LLC5,570$507.0K0.02%+197+3.7%Added
First Manhattan Co5,625$511.0K0.00%00.0%Unchanged
Beaumont Financial Partners, LLC5,614$511.0K0.04%00.0%Unchanged
Wealthspire Advisors, LLC5,623$512.0K0.01%+555+11.0%Added
FourThought Financial, LLC5,677$516.0K0.06%−188−3.2%Reduced
Barber Financial Group, Inc.5,684$517.0K0.06%+37+0.7%Added
IBM Retirement Fund5,715$520.0K0.06%−3,953−40.9%Reduced
Knuff & Co LLC5,714$520.0K0.16%−60−1.0%Reduced
Sawtooth Solutions, LLC5,790$526.0K0.06%+3,167+120.7%Added
Sagefield Capital LP5,798$527.0K0.24%+5,798New
Empirical Finance, LLC5,820$530.0K0.06%+1,589+37.6%Added
Segall Bryant & Hamill, LLC5,835$531.0K0.00%00.0%Unchanged
Gofen & Glossberg LLC5,832$531.0K0.01%00.0%Unchanged
Boston Family Office LLC5,847$532.0K0.03%00.0%Unchanged
Sound Income Strategies, LLC5,876$535.0K0.06%00.0%Unchanged
Oppenheimer Asset Management Inc.5,924$539.0K0.01%−137−2.3%Reduced
Wedbush Securities Inc5,964$543.0K0.02%−597−9.1%Reduced
HBK Sorce Advisory LLC5,966$543.0K0.03%+26+0.4%Added
Midwest Professional Planners, LTD.6,001$546.0K0.27%−9−0.1%Reduced
Fulcrum Asset Management LLP–$547.0K0.27%––
Resources Investment Advisors, LLC.6,043$550.0K0.02%−338−5.3%Reduced
RFG Advisory, LLC6,066$552.0K0.04%−675−10.0%Reduced
Sciencast Management LP6,130$552.0K0.10%+6,130New
Central Trust Co6,092$555.0K0.02%00.0%Unchanged
CPWM, LLC6,847$560.0K0.04%00.0%Unchanged
Savior LLC6,150$561.0K0.48%00.0%Unchanged
Intrua Financial, LLC6,243$568.0K0.10%+117+1.9%Added
Modera Wealth Management, LLC6,290$572.0K0.02%+6,290New
Barry Investment Advisors, LLC6,299$573.0K0.15%+42+0.7%Added
J.W. Cole Advisors, Inc.6,352$578.0K0.04%−649−9.3%Reduced