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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 6,418 | $584.0K | 0.05% | +6,418 | New |
| Aevitas Wealth Management, Inc. | 6,437 | $586.0K | 0.35% | +16+0.2% | Added |
| FineMark National Bank & Trust | 6,440 | $586.0K | 0.02% | +1,814+39.2% | Added |
| Freestone Capital Holdings, LLC | 6,500 | $591.0K | 0.02% | +738+12.8% | Added |
| Prio Wealth Limited Partnership | 6,559 | $597.0K | 0.02% | −225−3.3% | Reduced |
| Wetherby Asset Management Inc | 6,711 | $611.0K | 0.03% | +180+2.8% | Added |
| Cresset Asset Management, LLC | 6,739 | $612.0K | 0.01% | +3,150+87.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 6,731 | $612.0K | 0.03% | +4,849+257.7% | Added |
| Blue Fin Capital, Inc. | 6,739 | $613.0K | 0.17% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 6,741 | $613.0K | 0.02% | +793+13.3% | Added |
| Independent Advisor Alliance | 6,744 | $614.0K | 0.03% | +106+1.6% | Added |
| Sustainable Insight Capital Management, LLC | 6,880 | $626.0K | 0.34% | −9,359−57.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,058 | $642.0K | 0.03% | −43−0.6% | Reduced |
| Huntington National Bank | 7,090 | $645.0K | 0.01% | −15−0.2% | Reduced |
| Hills Bank & Trust Co | 7,188 | $654.0K | 0.09% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,185 | $654.0K | 0.01% | +45+0.6% | Added |
| Fiduciary Trust Co | 7,211 | $656.0K | 0.01% | −82−1.1% | Reduced |
| Vontobel Holding Ltd. | 7,203 | $657.0K | 0.01% | −110−1.5% | Reduced |
| Strategic Investment Advisors | 7,263 | $661.0K | 0.13% | +97+1.4% | Added |
| Stephens Inc | 7,522 | $684.0K | 0.01% | −2,168−22.4% | Reduced |
| Shelton Capital Management | 7,574 | $689.0K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,611 | $692.0K | 0.33% | +7,611 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 7,622 | $693.0K | 0.23% | +7,622 | New |
| Cigna Investments Inc | 7,730 | $703.0K | 0.06% | −2,750−26.2% | Reduced |
| Finivi Inc. | 7,772 | $707.1K | 0.75% | +7,772 | New |
| Veritable, L.P. | 7,838 | $713.0K | 0.01% | +545+7.5% | Added |
| Beacon Pointe Advisors, LLC | 8,016 | $729.0K | 0.02% | −167−2.0% | Reduced |
| Bridgeworth, LLC | 8,024 | $730.0K | 0.16% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,138 | $740.0K | 0.02% | +436+5.7% | Added |
| Cape Cod Five Cents Savings Bank | 8,163 | $743.0K | 0.07% | −330−3.9% | Reduced |
| Crestwood Advisors Group LLC | 8,205 | $746.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 8,220 | $748.0K | 0.01% | +1,310+19.0% | Added |
| Rafferty Asset Management, LLC | 8,363 | $761.0K | 0.00% | −3,757−31.0% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 8,441 | $768.0K | 0.85% | −800−8.7% | Reduced |
| Valmark Advisers, Inc. | 8,483 | $772.0K | 0.01% | −847−9.1% | Reduced |
| Inverness Counsel LLC | 8,668 | $789.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 8,888 | $797.0K | 0.07% | +31+0.4% | Added |
| Csenge Advisory Group | 10,036 | $802.0K | 0.07% | −110−1.1% | Reduced |
| CWM, LLC | 8,965 | $816.0K | 0.01% | +8,965 | New |
| JustInvest LLC | 8,995 | $818.0K | 0.05% | +2,057+29.6% | Added |
| Cerity Partners LLC | 9,056 | $824.0K | 0.01% | +9,056 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,078 | $826.0K | 0.08% | −251−2.7% | Reduced |
| Davenport & Co LLC | 9,198 | $837.0K | 0.01% | −1,174−11.3% | Reduced |
| Simplex Trading, LLC | 9,226 | $839.0K | 0.03% | +7,289+376.3% | Added |
| Chatham Capital Group, Inc. | 9,381 | $853.0K | 0.15% | −524−5.3% | Reduced |
| Ergoteles LLC | 9,450 | $860.0K | 0.03% | +9,450 | New |
| Banque Pictet & Cie SA | 9,468 | $861.0K | 0.01% | +9,468 | New |
| Valley Brook Capital Group | 9,502 | $864.0K | 0.75% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 9,506 | $865.0K | 0.02% | +3,209+51.0% | Added |
| Cambridge Trust Co | 9,618 | $875.0K | 0.03% | +4,628+92.7% | Added |
| Vident Investment Advisory, LLC | 9,658 | $878.0K | 0.02% | +1,651+20.6% | Added |
| Squarepoint Ops LLC | 9,766 | $889.0K | 0.00% | +3,063+45.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,794 | $891.0K | 0.15% | −425−4.2% | Reduced |
| Regentatlantic Capital LLC | 9,951 | $905.0K | 0.03% | +957+10.6% | Added |
| Oppenheimer & Co Inc | 9,951 | $906.0K | 0.02% | +766+8.3% | Added |
| South State Corp. | 10,010 | $911.0K | 0.07% | +1,007+11.2% | Added |
| Baker Ellis Asset Management LLC | 10,133 | $922.0K | 0.16% | −942−8.5% | Reduced |
| Cox Capital Mgt LLC | 10,290 | $936.0K | 0.55% | +246+2.4% | Added |
| Anchor Capital Advisors LLC | 10,317 | $939.0K | 0.02% | −2,274−18.1% | Reduced |
| National Asset Management, Inc. | 10,477 | $954.0K | 0.03% | −18−0.2% | Reduced |
| Kesler, Norman & Wride, LLC | 10,711 | $974.0K | 0.21% | +166+1.6% | Added |
| Advisor Partners LLC | 10,915 | $993.0K | 0.06% | −199−1.8% | Reduced |
| Prudential PLC | 10,948 | $996.0K | 0.01% | +10,948 | New |
| Amplius Wealth Advisors, LLC | 11,032 | $1.00M | 0.14% | +11,032 | New |
| Schonfeld Strategic Advisors LLC | 11,108 | $1.01M | 0.01% | −298,192−96.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $1.01M | 0.01% | 00.0% | Unchanged |
| BTR Capital Management Inc | 11,175 | $1.02M | 0.11% | −170−1.5% | Reduced |
| Bard Financial Services, Inc. | 11,177 | $1.02M | 0.08% | +15+0.1% | Added |
| Proequities, Inc. | 11,247 | $1.02M | 0.06% | +538+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,337 | $1.03M | 0.00% | +1,893+20.0% | Added |
| Integrated Wealth Concepts LLC | 11,347 | $1.03M | 0.03% | +143+1.3% | Added |
| Spire Wealth Management | 11,342 | $1.03M | 0.02% | +880+8.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,737 | $1.07M | 0.07% | −249−2.1% | Reduced |
| DC Investments Management, LLC | 11,879 | $1.08M | 1.53% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 12,050 | $1.10M | 0.86% | +12,050 | New |
| CIBC World Markets Corp | 12,255 | $1.11M | 0.01% | −7,117−36.7% | Reduced |
| Ethic Inc. | 12,422 | $1.13M | 0.09% | −8,232−39.9% | Reduced |
| Presima Inc. | 12,430 | $1.13M | 0.19% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 12,451 | $1.13M | 0.05% | −2,986−19.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,440 | $1.13M | 0.02% | +1,735+16.2% | Added |
| STRS Ohio | 12,671 | $1.15M | 0.00% | −1,019−7.4% | Reduced |
| Essex Financial Services, Inc. | 12,660 | $1.15M | 0.11% | +174+1.4% | Added |
| Brookstone Capital Management | 12,909 | $1.16M | 0.02% | +1,642+14.6% | Added |
| Ameritas Investment Partners, Inc. | 12,858 | $1.17M | 0.04% | +181+1.4% | Added |
| SC&H Financial Advisors, Inc. | 12,931 | $1.18M | 0.65% | +12,931 | New |
| Allworth Financial LP | 13,253 | $1.21M | 0.02% | +898+7.3% | Added |
| Moneta Group Investment Advisors LLC | 13,267 | $1.21M | 0.05% | +4,803+56.7% | Added |
| Claro Advisors LLC | 13,746 | $1.25M | 0.45% | −358−2.5% | Reduced |
| Achmea Investment Management B.V. | 14,095 | $1.28M | 0.06% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 14,232 | $1.29M | 0.01% | +2,650+22.9% | Added |
| Regions Financial Corp | 14,238 | $1.29M | 0.01% | −2,288−13.8% | Reduced |
| Paradigm Financial Partners, LLC | 14,409 | $1.31M | 0.27% | +335+2.4% | Added |
| Sowa Financial Group, Inc. | 14,424 | $1.31M | 0.77% | +95+0.7% | Added |
| Centerpoint Advisors, LLC | 14,533 | $1.32M | 0.58% | 00.0% | Unchanged |
| Heritage Trust Co | 14,554 | $1.32M | 0.17% | −575−3.8% | Reduced |
| Cetera Investment Advisers | 14,633 | $1.33M | 0.02% | −316−2.1% | Reduced |
| National Bank of Canada | 15,105 | $1.34M | 0.01% | +15,105 | New |
| Finer Wealth Management, Inc. | 14,766 | $1.34M | 1.11% | +14,766 | New |
| Profund Advisors LLC | 14,799 | $1.35M | 0.04% | +255+1.8% | Added |
| MJP Associates Inc | 15,233 | $1.36M | 0.41% | +104+0.7% | Added |