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 |
|---|---|---|---|---|---|
| Eaton Vance Management | 179,688 | $16.3M | 0.02% | +587+0.3% | Added |
| Toronto Dominion Bank | 188,800 | $17.2M | 0.02% | +49,250+35.3% | Added |
| Epoch Investment Partners, Inc. | 189,692 | $17.3M | 0.09% | −2,256−1.2% | Reduced |
| ZWJ Investment Counsel Inc | 192,133 | $17.5M | 0.89% | −1,158−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 195,012 | $17.7M | 0.02% | +195,012 | New |
| Border to Coast Pensions Partnership Ltd | 196,991 | $17.9M | 0.60% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 196,989 | $17.9M | 0.05% | −1,833−0.9% | Reduced |
| Public Employees Retirement System of Ohio | 198,987 | $18.1M | 0.06% | −5,834−2.8% | Reduced |
| Asset Management One Co.,Ltd. | 206,134 | $18.7M | 0.07% | −50,297−19.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 207,081 | $18.8M | 0.06% | −4,806−2.3% | Reduced |
| NFJ Investment Group, LLC | 212,447 | $19.3M | 0.35% | −7,654−3.5% | Reduced |
| Dana Investment Advisors, Inc. | 213,337 | $19.4M | 0.84% | −10,875−4.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 213,427 | $19.4M | 0.03% | −63,809−23.0% | Reduced |
| Nordea Investment Management AB | 216,714 | $19.7M | 0.02% | +17,309+8.7% | Added |
| Gamco Investors, Inc. Et Al | 222,140 | $20.2M | 0.17% | −3,841−1.7% | Reduced |
| Systematic Alpha Investments, LLC | 226,152 | $20.6M | 0.96% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 237,250 | $21.6M | 0.01% | −106,205−30.9% | Reduced |
| D. E. Shaw & Co., Inc. | 237,535 | $21.6M | 0.03% | +1,800+0.8% | Added |
| AMF Pensionsforsakring AB | 245,570 | $22.4M | 0.15% | −29,598−10.8% | Reduced |
| AQR Capital Management LLC | 248,626 | $22.6M | 0.04% | −17,883−6.7% | Reduced |
| Brandywine Global Investment Management, LLC | 250,111 | $22.8M | 0.16% | +250,111 | New |
| Commonwealth Equity Services, LLC | 251,764 | $22.9M | 0.05% | +2,282+0.9% | Added |
| AXA S.A. | 251,964 | $22.9M | 0.06% | +178,309+242.1% | Added |
| Raymond James & Associates | 253,959 | $23.1M | 0.02% | +5,740+2.3% | Added |
| Mn Services Vermogensbeheer B.V. | 264,989 | $24.1M | 0.14% | +9,700+3.8% | Added |
| Westpac Banking Corp | 288,218 | $26.2M | 0.27% | −7,622−2.6% | Reduced |
| Prudential Financial Inc | 314,046 | $27.1M | 0.03% | +5,857+1.9% | Added |
| KBC Group NV | 309,490 | $28.2M | 0.09% | +262,788+562.7% | Added |
| Citigroup Inc | 319,430 | $29.1M | 0.03% | −95,275−23.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 323,116 | $29.4M | 0.31% | −844−0.3% | Reduced |
| Man Group plc | 324,384 | $29.5M | 0.10% | +317,394+4,540.7% | Added |
| State of Wisconsin Investment Board | 331,179 | $30.1M | 0.06% | +6,244+1.9% | Added |
| Clean Energy Transition LLP | 348,386 | $31.7M | 4.84% | +348,386 | New |
| BNP Paribas Arbitrage, SA | 363,992 | $33.1M | 0.08% | −27,769−7.1% | Reduced |
| Canada Pension Plan Investment Board | 371,791 | $33.8M | 0.04% | −1,251−0.3% | Reduced |
| Stifel Financial Corp | 371,840 | $33.8M | 0.04% | +11,383+3.2% | Added |
| New York State Teachers Retirement System | 378,575 | $34.4M | 0.07% | −249−0.1% | Reduced |
| Kayne Anderson Capital Advisors LP | 393,700 | $35.8M | 1.09% | −5,900−1.5% | Reduced |
| Vaughan David Investments LLC | 399,048 | $36.3M | 1.06% | +3,896+1.0% | Added |
| Nomura Asset Management Co Ltd | 441,608 | $40.2M | 0.20% | −108,870−19.8% | Reduced |
| Swedbank AB | 442,347 | $40.3M | 0.07% | +5,151+1.2% | Added |
| State Board of Administration of Florida Retirement System | 459,514 | $41.8M | 0.08% | −2,064−0.4% | Reduced |
| Alliancebernstein L.P. | 469,584 | $42.7M | 0.02% | −10,327−2.2% | Reduced |
| HSBC Holdings PLC | 505,887 | $46.1M | 0.05% | +162,669+47.4% | Added |
| Bank of Montreal | 510,098 | $46.5M | 0.03% | −35,146−6.4% | Reduced |
| M&G Investment Management Ltd | 512,805 | $46.7M | 0.34% | −710,006−58.1% | Reduced |
| JPMorgan Chase & Co | 517,427 | $47.1M | 0.01% | +102,094+24.6% | Added |
| Russell Investments Group, Ltd. | 520,660 | $47.4M | 0.08% | −73,272−12.3% | Reduced |
| Barclays PLC | 528,491 | $48.1M | 0.03% | −78,767−13.0% | Reduced |
| National Pension Service | 540,984 | $49.2M | 0.09% | −12,445−2.2% | Reduced |
| Clearbridge Investments, LLC | 550,134 | $50.1M | 0.03% | −6,846−1.2% | Reduced |
| Credit Suisse AG | 561,225 | $51.1M | 0.04% | −104,637−15.7% | Reduced |
| Rhumbline Advisers | 591,461 | $53.8M | 0.07% | +8,202+1.4% | Added |
| The PNC Financial Services Group, Inc. | 591,781 | $53.8M | 0.04% | −14,915−2.5% | Reduced |
| Jennison Associates LLC | 609,104 | $55.4M | 0.04% | −1660.0% | Reduced |
| California State Teachers Retirement System | 654,072 | $59.5M | 0.07% | +17,078+2.7% | Added |
| Royal London Asset Management Ltd | 699,108 | $63.6M | 0.24% | −32,510−4.4% | Reduced |
| Bahl & Gaynor Inc | 702,515 | $63.9M | 0.36% | −29,644−4.0% | Reduced |
| Old Republic International Corporation | 735,000 | $66.9M | 1.27% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 755,652 | $68.9M | 0.32% | +29,356+4.0% | Added |
| Manufacturers Life Insurance Company, The | 757,420 | $68.9M | 0.04% | −45,962−5.7% | Reduced |
| UBS Group AG | 774,539 | $70.5M | 0.03% | −86,536−10.0% | Reduced |
| Aviva PLC | 827,733 | $75.3M | 0.32% | +59,908+7.8% | Added |
| Macquarie Group Ltd | 841,404 | $76.0M | 0.06% | +186,436+28.5% | Added |
| First Trust Advisors LP | 847,284 | $77.1M | 0.07% | −45,321−5.1% | Reduced |
| Great West Life Assurance Co | 856,688 | $77.8M | 0.16% | −247,422−22.4% | Reduced |
| Panagora Asset Management Inc | 867,379 | $78.9M | 0.42% | −7,310−0.8% | Reduced |
| Boston Trust Walden Corp | 949,557 | $86.4M | 0.69% | +25,336+2.7% | Added |
| Dimensional Fund Advisors LP | 971,816 | $88.4M | 0.03% | +11,287+1.2% | Added |
| Reaves W H & Co Inc | 977,718 | $89.0M | 2.72% | −2,709−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 986,430 | $89.7M | 0.05% | −48,400−4.7% | Reduced |
| Goldman Sachs Group Inc | 989,454 | $90.0M | 0.02% | +286,949+40.8% | Added |
| Wellington Management Group LLP | 995,425 | $90.6M | 0.01% | +20,316+2.1% | Added |
| 1832 Asset Management L.P. | 985,203 | $90.7M | 0.16% | +9,421+1.0% | Added |
| Gabelli Funds LLC | 1,027,700 | $93.5M | 0.59% | −3,600−0.3% | Reduced |
| New York State Common Retirement Fund | 1,060,589 | $96.5M | 0.10% | +16,310+1.6% | Added |
| TD Asset Management Inc | 1,062,563 | $96.7M | 0.08% | +63,264+6.3% | Added |
| Swiss National Bank | 1,306,178 | $118.8M | 0.07% | −54,600−4.0% | Reduced |
| Parametric Portfolio Associates LLC | 1,317,953 | $119.9M | 0.06% | +12,701+1.0% | Added |
| Nuveen Asset Management, LLC | 1,343,227 | $122.2M | 0.04% | +59,527+4.6% | Added |
| Ensign Peak Advisors, Inc | 1,347,391 | $122.6M | 0.23% | −40,952−2.9% | Reduced |
| NN Investment Partners Holdings N.V. | 1,501,128 | $136.6M | 0.68% | −113,556−7.0% | Reduced |
| APG Asset Management N.V. | 1,788,670 | $143.1M | 0.24% | −184,726−9.4% | Reduced |
| Morgan Stanley | 1,638,350 | $149.1M | 0.02% | −18,236−1.1% | Reduced |
| Pictet Asset Management SA | 1,656,840 | $150.7M | 0.15% | −221,805−11.8% | Reduced |
| Duff & Phelps Investment Management Co | 1,665,114 | $151.5M | 1.78% | −53,741−3.1% | Reduced |
| Massachusetts Financial Services Co | 1,686,956 | $153.5M | 0.04% | −201,177−10.7% | Reduced |
| Baillie Gifford & Co | 1,702,638 | $154.9M | 0.08% | +1,128,703+196.7% | Added |
| Amundi | 1,848,180 | $162.8M | 0.10% | +338,141+22.4% | Added |
| Principal Financial Group Inc | 1,890,594 | $171.9M | 0.10% | +182,740+10.7% | Added |
| Norges Bank | 2,170,585 | $197.5M | 0.04% | −236,725−9.8% | Reduced |
| Franklin Resources Inc | 2,357,032 | $214.4M | 0.08% | −2,777−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,420,581 | $220.2M | 0.46% | −517,723−17.6% | Reduced |
| Bank of America Corp | 2,524,978 | $229.7M | 0.02% | −132,752−5.0% | Reduced |
| California Public Employees Retirement System | 2,599,593 | $236.5M | 0.16% | −50,357−1.9% | Reduced |
| Invesco Ltd. | 2,626,255 | $238.9M | 0.06% | +147,503+6.0% | Added |
| American Century Companies Inc | 2,695,466 | $245.2M | 0.16% | +44,766+1.7% | Added |
| UBS Asset Management Americas Inc | 2,784,188 | $253.3M | 0.10% | +53,222+1.9% | Added |
| Royal Bank of Canada | 2,795,957 | $254.4M | 0.06% | −125,985−4.3% | Reduced |
| Public Sector Pension Investment Board | 2,889,176 | $262.9M | 1.43% | +2,255,575+356.0% | Added |