Skip to main content

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
Members Capital Advisors Inc15,000$1.36M0.70%00.0%Unchanged
AlphaCrest Capital Management LLC15,050$1.37M0.05%−3,395−18.4%Reduced
Thrivent Financial for Lutherans15,070$1.37M0.00%−24−0.2%Reduced
Northwestern Mutual Investment Management Company, LLC15,467$1.41M0.03%−141−0.9%Reduced
Cetera Advisor Networks LLC15,503$1.41M0.02%+2,788+21.9%Added
Icon Wealth Partners, LLC15,555$1.42M0.14%−15−0.1%Reduced
Sheaff Brock Investment Advisors, LLC15,799$1.44M0.12%00.0%Unchanged
Stevens Capital Management LP15,867$1.44M0.33%+15,867New
Atria Investments LLC16,356$1.49M0.03%+959+6.2%Added
Vestcor Inc16,540$1.50M0.05%−5,729−25.7%Reduced
Desjardins Global Asset Management Inc.16,760$1.52M0.13%+16,760New
Pensionfund DSM Netherlands17,000$1.55M0.18%00.0%Unchanged
Corient Capital Partners, LLC17,059$1.55M0.10%+363+2.2%Added
Principle Wealth Partners LLC17,082$1.55M0.16%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.17,261$1.57M0.10%+40+0.2%Added
Glenmede Trust Co NA17,499$1.59M0.01%+1,894+12.1%Added
Connor, Clark & Lunn Investment Management Ltd.18,118$1.65M0.01%−29,349−61.8%Reduced
Palladium Partners LLC18,128$1.65M0.07%−330−1.8%Reduced
Cordatus Wealth Management LLC18,139$1.65M0.48%+855+4.9%Added
Private Advisor Group, LLC18,511$1.68M0.01%−1,431−7.2%Reduced
Pacer Advisors, Inc.18,574$1.69M0.02%−24,881−57.3%Reduced
Stratos Wealth Advisors, LLC18,586$1.69M0.12%−60.0%Reduced
Keybank National Association18,688$1.70M0.01%+649+3.6%Added
Rockland Trust Co18,863$1.72M0.11%−2,943−13.5%Reduced
Martingale Asset Management L P19,022$1.73M0.02%−46,539−71.0%Reduced
Bridgewater Associates, LP19,033$1.73M0.01%−892−4.5%Reduced
Edgemoor Investment Advisors, Inc.19,262$1.75M0.18%−60.0%Reduced
Kestra Advisory Services, LLC19,272$1.75M0.02%+356+1.9%Added
Icon Advisers Inc19,400$1.76M0.28%00.0%Unchanged
Millennium Management LLC19,992$1.82M0.00%−130,305−86.7%Reduced
Welch & Forbes LLC20,191$1.84M0.03%00.0%Unchanged
Everence Capital Management Inc20,280$1.84M0.14%+3,510+20.9%Added
Daiwa Securities Group Inc.20,394$1.85M0.01%+1,002+5.2%Added
D.A. Davidson & Co.20,643$1.88M0.02%+1,086+5.6%Added
Kentucky Retirement Systems20,732$1.89M0.08%−140−0.7%Reduced
Park Avenue Securities LLC20,962$1.91M0.03%+665+3.3%Added
Opus Investment Management Inc21,000$1.91M0.27%00.0%Unchanged
New Mexico Educational Retirement Board21,016$1.91M0.06%−1,500−6.7%Reduced
Mariner, LLC21,025$1.91M0.01%+1,029+5.1%Added
Aigen Investment Management, LP22,163$1.95M0.12%+22,163New
Louisiana State Employees Retirement System21,500$1.96M0.04%+100+0.5%Added
MML Investors Services, LLC21,552$1.96M0.01%+1,797+9.1%Added
Xponance, Inc.21,586$1.96M0.03%+4,252+24.5%Added
Renaissance Technologies LLC22,200$2.02M0.00%−4,000−15.3%Reduced
Kenfarb & Co.22,250$2.02M1.48%+22,250New
Baird Financial Group, Inc.22,470$2.04M0.00%−588−2.6%Reduced
MD Financial Management Inc.23,029$2.10M0.05%+2,625+12.9%Added
Ossiam23,274$2.12M0.06%+8,104+53.4%Added
Tiaa, FSB23,288$2.12M0.01%−849−3.5%Reduced
Virtus ETF Advisers LLC23,726$2.16M0.82%+3,916+19.8%Added
Citadel Advisors LLC23,803$2.17M0.00%−10,869−31.3%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd23,877$2.17M0.05%+2,164+10.0%Added
Pensionfund Sabic24,500$2.23M0.42%00.0%Unchanged
First PREMIER Bank25,136$2.29M0.59%00.0%Unchanged
Teachers Retirement System of the State of Kentucky25,339$2.31M0.02%−1,353−5.1%Reduced
Steward Partners Investment Advisory, LLC25,687$2.34M0.04%+387+1.5%Added
Elo Mutual Pension Insurance Co26,084$2.37M0.07%+2,002+8.3%Added
Swiss Life Asset Management Ltd26,067$2.37M0.03%−16,130−38.2%Reduced
GWM Advisors LLC26,120$2.38M0.04%+11,757+81.9%Added
Northcape Wealth Management, LLC26,147$2.38M0.80%+26,147New
Tower Research Capital LLC (TRC)26,291$2.39M0.04%+16,319+163.6%Added
Maryland State Retirement & Pension System26,300$2.39M0.06%00.0%Unchanged
Assenagon Asset Management S.A.26,800$2.44M0.01%+544+2.1%Added
Miller Howard Investments Inc26,996$2.46M0.09%−722−2.6%Reduced
Mirae Asset Global Investments Co., Ltd.27,094$2.46M0.01%+6,715+33.0%Added
Oregon Public Employees Retirement Fund27,607$2.51M0.03%−900−3.2%Reduced
Ascent Group, LLC29,184$2.54M0.32%+29,184New
Jane Street Group, LLC28,065$2.55M0.00%+3,594+14.7%Added
St Germain D J Co Inc28,182$2.56M0.14%−985−3.4%Reduced
Prospera Financial Services Inc28,261$2.57M0.11%+816+3.0%Added
Securian Asset Management, Inc28,268$2.57M0.05%−300−1.1%Reduced
Tdam USA Inc.29,581$2.69M0.17%−54,279−64.7%Reduced
Kinneret Advisory, LLC29,994$2.73M0.28%00.0%Unchanged
Natixis30,026$2.73M0.01%+22,180+282.7%Added
M&T Bank Corp30,181$2.75M0.01%−2,228−6.9%Reduced
Norinchukin Bank, The30,427$2.77M0.03%−189−0.6%Reduced
Crossmark Global Holdings, Inc.30,645$2.79M0.06%+360+1.2%Added
Dynamic Advisor Solutions LLC30,748$2.80M0.20%+1,683+5.8%Added
Alberta Investment Management Corp30,800$2.80M0.02%00.0%Unchanged
Redpoint Investment Management Pty Ltd30,801$2.80M0.22%00.0%Unchanged
Allstate Corp31,281$2.85M0.05%+20,206+182.4%Added
Oxler Private Wealth LLC31,606$2.88M1.19%−44−0.1%Reduced
Wealthfront Advisers LLC31,840$2.90M0.01%+3,434+12.1%Added
PFS Investments Inc.32,128$2.92M0.06%+2,901+9.9%Added
JB Capital LLC32,260$2.94M0.29%+10,147+45.9%Added
Flagship Harbor Advisors, LLC32,551$2.96M0.28%+890+2.8%Added
Somerset Trust Co32,645$2.97M1.08%+193+0.6%Added
HighTower Advisors, LLC33,179$3.01M0.01%+3,066+10.2%Added
Seeyond33,351$3.03M0.28%−6,368−16.0%Reduced
Captrust Financial Advisors33,525$3.05M0.02%+2,677+8.7%Added
Marshall Wace, LLP33,543$3.05M0.01%+33,543New
CIBC Asset Management Inc33,552$3.05M0.01%+1,586+5.0%Added
Tocqueville Asset Management L.P.34,670$3.15M0.04%−460−1.3%Reduced
Hartford Investment Management Co34,795$3.17M0.07%+2,799+8.7%Added
Nissay Asset Management Corp35,350$3.22M0.02%+1,146+3.4%Added
Siemens Fonds Invest GmbH35,733$3.26M0.22%−5,728−13.8%Reduced
Penobscot Investment Management Company, Inc.36,198$3.29M0.44%−4,920−12.0%Reduced
Cohen & Steers, Inc.36,723$3.34M0.01%+18,493+101.4%Added
Lockheed Martin Investment Management Co37,100$3.38M0.18%+37,100New
Agf Investments Inc.37,386$3.40M0.02%00.0%Unchanged