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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 37,588 | $3.42M | 0.01% | −140,781−78.9% | Reduced |
| Candriam Luxembourg S.C.A. | 37,666 | $3.43M | 0.02% | −1,133−2.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 38,339 | $3.49M | 0.01% | −8,737−18.6% | Reduced |
| Metropolitan Life Insurance Co | 39,286 | $3.57M | 0.05% | −1,123−2.8% | Reduced |
| Nisa Investment Advisors, LLC | 40,778 | $3.65M | 0.03% | −3,500−7.9% | Reduced |
| FDx Advisors, Inc. | 40,458 | $3.68M | 0.10% | −235−0.6% | Reduced |
| Mercer Global Advisors Inc | 41,095 | $3.74M | 0.02% | −320−0.8% | Reduced |
| Andra AP-fonden | 42,500 | $3.87M | 0.08% | −16,000−27.4% | Reduced |
| Blair William & Co | 43,798 | $3.98M | 0.01% | +505+1.2% | Added |
| Neville Rodie & Shaw Inc | 43,844 | $3.99M | 0.28% | −1,150−2.6% | Reduced |
| IFM Investors Pty Ltd | 45,016 | $4.10M | 0.08% | −444−1.0% | Reduced |
| Mutual of America Capital Management LLC | 45,395 | $4.13M | 0.04% | +307+0.7% | Added |
| Mackenzie Financial Corp | 46,398 | $4.22M | 0.01% | +5,604+13.7% | Added |
| Comerica Bank | 49,439 | $4.23M | 0.03% | +220.0% | Added |
| Texas Permanent School Fund | 47,422 | $4.31M | 0.05% | −5,666−10.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 48,000 | $4.37M | 0.05% | +5,648+13.3% | Added |
| ING Groep NV | 48,672 | $4.43M | 0.04% | +19,822+68.7% | Added |
| Mackay Shields LLC | 51,207 | $4.66M | 0.04% | −1,175−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 51,324 | $4.67M | 0.02% | +3,685+7.7% | Added |
| Storebrand Asset Management AS | 52,791 | $4.80M | 0.02% | +1,212+2.3% | Added |
| Banque Cantonale Vaudoise | 53,133 | $4.83M | 0.19% | +22,600+74.0% | Added |
| Gulf International Bank (UK) Ltd | 53,380 | $4.86M | 0.07% | +53,380 | New |
| First Republic Investment Management, Inc. | 53,931 | $4.91M | 0.01% | −1,079−2.0% | Reduced |
| Guggenheim Capital LLC | 54,231 | $4.93M | 0.03% | −25,325−31.8% | Reduced |
| Pinnacle Associates Ltd | 54,397 | $4.95M | 0.09% | −71−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 54,459 | $4.96M | 0.21% | −187−0.3% | Reduced |
| Advisors Asset Management, Inc. | 54,508 | $4.96M | 0.07% | +5,750+11.8% | Added |
| Northwest & Ethical Investments L.P. | 54,819 | $4.99M | 0.15% | +36,165+193.9% | Added |
| US Bancorp | 55,562 | $5.06M | 0.01% | +238+0.4% | Added |
| Balyasny Asset Management LLC | 56,470 | $5.14M | 0.02% | +27,755+96.7% | Added |
| Wade G W & Inc | 56,731 | $5.16M | 0.22% | −2,136−3.6% | Reduced |
| State of Tennessee, Treasury Department | 57,156 | $5.20M | 0.02% | −878−1.5% | Reduced |
| Voloridge Investment Management, LLC | 58,447 | $5.32M | 0.03% | −128,062−68.7% | Reduced |
| Fifth Third Bancorp | 59,432 | $5.41M | 0.02% | −260−0.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 59,412 | $5.42M | 0.03% | −1,890−3.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,561 | $5.43M | 0.07% | +59,561 | New |
| Public Employees Retirement Association of Colorado | 60,245 | $5.48M | 0.02% | −265−0.4% | Reduced |
| British Columbia Investment Management Corp | 60,336 | $5.49M | 0.03% | −3,097−4.9% | Reduced |
| Van Eck Associates Corp | 61,409 | $5.59M | 0.01% | +6,890+12.6% | Added |
| Mattern Capital Management, LLC | 61,427 | $5.59M | 0.98% | +5,322+9.5% | Added |
| Utah Retirement Systems | 62,231 | $5.66M | 0.07% | +100+0.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 63,270 | $5.76M | 0.09% | 00.0% | Unchanged |
| Holocene Advisors, LP | 64,310 | $5.85M | 0.03% | +27,169+73.2% | Added |
| Creative Planning | 65,068 | $5.92M | 0.01% | +2,094+3.3% | Added |
| DnB Asset Management AS | 65,474 | $5.96M | 0.03% | +4,403+7.2% | Added |
| Verity & Verity, LLC | 65,851 | $5.99M | 0.86% | +145+0.2% | Added |
| Yousif Capital Management, LLC | 67,685 | $6.16M | 0.06% | +67,685 | New |
| Truist Financial Corp | 68,794 | $6.26M | 0.01% | −431−0.6% | Reduced |
| Shell Asset Management Co | 69,003 | $6.28M | 0.13% | −6,278−8.3% | Reduced |
| Hennessy Advisors Inc | 72,175 | $6.57M | 0.37% | −10,500−12.7% | Reduced |
| ProShare Advisors LLC | 72,228 | $6.57M | 0.01% | +12,805+21.5% | Added |
| Janney Montgomery Scott LLC | 73,032 | $6.64M | 0.03% | −541−0.7% | Reduced |
| SG Americas Securities, LLC | 75,045 | $6.83M | 0.04% | +23,147+44.6% | Added |
| Schroder Investment Management Group | 75,164 | $6.84M | 0.01% | −433−0.6% | Reduced |
| MetLife Investment Management | 75,960 | $6.91M | 0.06% | −1,654−2.1% | Reduced |
| State of Alaska, Department of Revenue | 77,136 | $7.02M | 0.07% | −6,522−7.8% | Reduced |
| MUFG Americas Holdings Corp | 78,707 | $7.16M | 0.13% | +4,584+6.2% | Added |
| AE Wealth Management LLC | 79,820 | $7.26M | 0.05% | +11,134+16.2% | Added |
| Allianz Asset Management GmbH | 80,290 | $7.30M | 0.01% | −250,949−75.8% | Reduced |
| AMP Capital Investors Ltd | 81,482 | $7.41M | 0.21% | −355,388−81.3% | Reduced |
| Moors & Cabot, Inc. | 81,855 | $7.45M | 0.46% | +1,026+1.3% | Added |
| Neuberger Berman Group LLC | 83,676 | $7.47M | 0.01% | +6,876+9.0% | Added |
| State of Michigan Retirement System | 86,593 | $7.88M | 0.04% | +300+0.3% | Added |
| Susquehanna International Group, LLP | 87,365 | $7.95M | 0.01% | +12,471+16.7% | Added |
| Bank of Nova Scotia | 90,034 | $8.20M | 0.01% | +32,243+55.8% | Added |
| Amalgamated Bank | 92,363 | $8.40M | 0.06% | −660−0.7% | Reduced |
| Fisher Asset Management, LLC | 93,251 | $8.48M | 0.00% | +82,502+767.5% | Added |
| Arizona State Retirement System | 94,118 | $8.56M | 0.07% | −1,662−1.7% | Reduced |
| Teacher Retirement System of Texas | 94,413 | $8.59M | 0.04% | +11,272+13.6% | Added |
| Natixis Advisors, L.P. | 97,511 | $8.87M | 0.03% | −2,998−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 120,618 | $9.13M | 0.02% | +26,162+27.7% | Added |
| Commerce Bank | 101,079 | $9.20M | 0.06% | −432−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 103,569 | $9.42M | 0.20% | −34,599−25.0% | Reduced |
| USS Investment Management Ltd | 104,552 | $9.52M | 0.08% | 00.0% | Unchanged |
| Coann Capital LLC | 110,115 | $10.0M | 5.47% | +110,115 | New |
| Retirement Systems of Alabama | 113,921 | $10.4M | 0.04% | −4,088−3.5% | Reduced |
| Brookfield Asset Management Inc. | 115,670 | $10.5M | 0.04% | −39,700−25.6% | Reduced |
| CIBC Private Wealth Group, LLC | 116,660 | $10.6M | 0.02% | −125,742−51.9% | Reduced |
| RWC Asset Management LLP | 117,266 | $10.7M | 0.30% | +2,668+2.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 117,427 | $10.7M | 0.42% | +883+0.8% | Added |
| LPL Financial LLC | 119,069 | $10.8M | 0.01% | +1,702+1.5% | Added |
| Korea Investment CORP | 119,400 | $10.9M | 0.03% | +18,900+18.8% | Added |
| Boston Common Asset Management, LLC | 120,096 | $10.9M | 0.44% | +11,202+10.3% | Added |
| Qube Research & Technologies Ltd | 128,209 | $11.7M | 0.09% | +128,209 | New |
| Treasurer of the State of North Carolina | 129,193 | $11.8M | 0.06% | +500+0.4% | Added |
| Voya Investment Management LLC | 129,338 | $11.8M | 0.02% | −6,623−4.9% | Reduced |
| Envestnet Asset Management Inc | 129,988 | $11.8M | 0.01% | −68,339−34.5% | Reduced |
| DekaBank Deutsche Girozentrale | 132,141 | $12.0M | 0.03% | +10,848+8.9% | Added |
| American International Group, Inc. | 140,104 | $12.7M | 0.06% | −1,055−0.7% | Reduced |
| Energy Income Partners, LLC | 143,651 | $13.1M | 0.31% | +13,659+10.5% | Added |
| Forsta Ap-Fonden | 144,300 | $13.1M | 0.13% | +61,600+74.5% | Added |
| SEI Investments Co | 150,862 | $13.7M | 0.03% | +1,083+0.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 155,530 | $14.2M | 0.07% | +76,472+96.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165,754 | $14.8M | 0.06% | +18,853+12.8% | Added |
| Premier Fund Managers Ltd | 163,725 | $14.9M | 0.48% | −2,213−1.3% | Reduced |
| Howland Capital Management LLC | 165,705 | $15.1M | 0.77% | −5,860−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 170,614 | $15.5M | 0.03% | +5,038+3.0% | Added |
| FMR LLC | 171,120 | $15.6M | 0.00% | −16,862−9.0% | Reduced |
| Victory Capital Management Inc | 172,415 | $15.7M | 0.01% | +2,940+1.7% | Added |
| Standard Life Aberdeen plc | 172,997 | $15.7M | 0.03% | −9,940−5.4% | Reduced |