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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 216,714 | $19.7M | 0.02% | +17,309+8.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 213,427 | $19.4M | 0.03% | −63,809−23.0% | Reduced |
| Dana Investment Advisors, Inc. | 213,337 | $19.4M | 0.84% | −10,875−4.9% | Reduced |
| NFJ Investment Group, LLC | 212,447 | $19.3M | 0.35% | −7,654−3.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 207,081 | $18.8M | 0.06% | −4,806−2.3% | Reduced |
| Asset Management One Co.,Ltd. | 206,134 | $18.7M | 0.07% | −50,297−19.6% | Reduced |
| Public Employees Retirement System of Ohio | 198,987 | $18.1M | 0.06% | −5,834−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 196,989 | $17.9M | 0.05% | −1,833−0.9% | Reduced |
| Border to Coast Pensions Partnership Ltd | 196,991 | $17.9M | 0.60% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 195,012 | $17.7M | 0.02% | +195,012 | New |
| ZWJ Investment Counsel Inc | 192,133 | $17.5M | 0.89% | −1,158−0.6% | Reduced |
| Epoch Investment Partners, Inc. | 189,692 | $17.3M | 0.09% | −2,256−1.2% | Reduced |
| Toronto Dominion Bank | 188,800 | $17.2M | 0.02% | +49,250+35.3% | Added |
| Eaton Vance Management | 179,688 | $16.3M | 0.02% | +587+0.3% | Added |
| Standard Life Aberdeen plc | 172,997 | $15.7M | 0.03% | −9,940−5.4% | Reduced |
| Victory Capital Management Inc | 172,415 | $15.7M | 0.01% | +2,940+1.7% | Added |
| FMR LLC | 171,120 | $15.6M | 0.00% | −16,862−9.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 170,614 | $15.5M | 0.03% | +5,038+3.0% | Added |
| Howland Capital Management LLC | 165,705 | $15.1M | 0.77% | −5,860−3.4% | Reduced |
| Premier Fund Managers Ltd | 163,725 | $14.9M | 0.48% | −2,213−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 165,754 | $14.8M | 0.06% | +18,853+12.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 155,530 | $14.2M | 0.07% | +76,472+96.7% | Added |
| SEI Investments Co | 150,862 | $13.7M | 0.03% | +1,083+0.7% | Added |
| Forsta Ap-Fonden | 144,300 | $13.1M | 0.13% | +61,600+74.5% | Added |
| Energy Income Partners, LLC | 143,651 | $13.1M | 0.31% | +13,659+10.5% | Added |
| American International Group, Inc. | 140,104 | $12.7M | 0.06% | −1,055−0.7% | Reduced |
| DekaBank Deutsche Girozentrale | 132,141 | $12.0M | 0.03% | +10,848+8.9% | Added |
| Envestnet Asset Management Inc | 129,988 | $11.8M | 0.01% | −68,339−34.5% | Reduced |
| Voya Investment Management LLC | 129,338 | $11.8M | 0.02% | −6,623−4.9% | Reduced |
| Treasurer of the State of North Carolina | 129,193 | $11.8M | 0.06% | +500+0.4% | Added |
| Qube Research & Technologies Ltd | 128,209 | $11.7M | 0.09% | +128,209 | New |
| Boston Common Asset Management, LLC | 120,096 | $10.9M | 0.44% | +11,202+10.3% | Added |
| Korea Investment CORP | 119,400 | $10.9M | 0.03% | +18,900+18.8% | Added |
| LPL Financial LLC | 119,069 | $10.8M | 0.01% | +1,702+1.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 117,427 | $10.7M | 0.42% | +883+0.8% | Added |
| RWC Asset Management LLP | 117,266 | $10.7M | 0.30% | +2,668+2.3% | Added |
| CIBC Private Wealth Group, LLC | 116,660 | $10.6M | 0.02% | −125,742−51.9% | Reduced |
| Brookfield Asset Management Inc. | 115,670 | $10.5M | 0.04% | −39,700−25.6% | Reduced |
| Retirement Systems of Alabama | 113,921 | $10.4M | 0.04% | −4,088−3.5% | Reduced |
| Coann Capital LLC | 110,115 | $10.0M | 5.47% | +110,115 | New |
| USS Investment Management Ltd | 104,552 | $9.52M | 0.08% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 103,569 | $9.42M | 0.20% | −34,599−25.0% | Reduced |
| Commerce Bank | 101,079 | $9.20M | 0.06% | −432−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 120,618 | $9.13M | 0.02% | +26,162+27.7% | Added |
| Natixis Advisors, L.P. | 97,511 | $8.87M | 0.03% | −2,998−3.0% | Reduced |
| Teacher Retirement System of Texas | 94,413 | $8.59M | 0.04% | +11,272+13.6% | Added |
| Arizona State Retirement System | 94,118 | $8.56M | 0.07% | −1,662−1.7% | Reduced |
| Fisher Asset Management, LLC | 93,251 | $8.48M | 0.00% | +82,502+767.5% | Added |
| Amalgamated Bank | 92,363 | $8.40M | 0.06% | −660−0.7% | Reduced |
| Bank of Nova Scotia | 90,034 | $8.20M | 0.01% | +32,243+55.8% | Added |
| Susquehanna International Group, LLP | 87,365 | $7.95M | 0.01% | +12,471+16.7% | Added |
| State of Michigan Retirement System | 86,593 | $7.88M | 0.04% | +300+0.3% | Added |
| Neuberger Berman Group LLC | 83,676 | $7.47M | 0.01% | +6,876+9.0% | Added |
| Moors & Cabot, Inc. | 81,855 | $7.45M | 0.46% | +1,026+1.3% | Added |
| AMP Capital Investors Ltd | 81,482 | $7.41M | 0.21% | −355,388−81.3% | Reduced |
| Allianz Asset Management GmbH | 80,290 | $7.30M | 0.01% | −250,949−75.8% | Reduced |
| AE Wealth Management LLC | 79,820 | $7.26M | 0.05% | +11,134+16.2% | Added |
| MUFG Americas Holdings Corp | 78,707 | $7.16M | 0.13% | +4,584+6.2% | Added |
| State of Alaska, Department of Revenue | 77,136 | $7.02M | 0.07% | −6,522−7.8% | Reduced |
| MetLife Investment Management | 75,960 | $6.91M | 0.06% | −1,654−2.1% | Reduced |
| Schroder Investment Management Group | 75,164 | $6.84M | 0.01% | −433−0.6% | Reduced |
| SG Americas Securities, LLC | 75,045 | $6.83M | 0.04% | +23,147+44.6% | Added |
| Janney Montgomery Scott LLC | 73,032 | $6.64M | 0.03% | −541−0.7% | Reduced |
| ProShare Advisors LLC | 72,228 | $6.57M | 0.01% | +12,805+21.5% | Added |
| Hennessy Advisors Inc | 72,175 | $6.57M | 0.37% | −10,500−12.7% | Reduced |
| Shell Asset Management Co | 69,003 | $6.28M | 0.13% | −6,278−8.3% | Reduced |
| Truist Financial Corp | 68,794 | $6.26M | 0.01% | −431−0.6% | Reduced |
| Yousif Capital Management, LLC | 67,685 | $6.16M | 0.06% | +67,685 | New |
| Verity & Verity, LLC | 65,851 | $5.99M | 0.86% | +145+0.2% | Added |
| DnB Asset Management AS | 65,474 | $5.96M | 0.03% | +4,403+7.2% | Added |
| Creative Planning | 65,068 | $5.92M | 0.01% | +2,094+3.3% | Added |
| Holocene Advisors, LP | 64,310 | $5.85M | 0.03% | +27,169+73.2% | Added |
| Tortoise Capital Advisors, L.L.C. | 63,270 | $5.76M | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 62,231 | $5.66M | 0.07% | +100+0.2% | Added |
| Mattern Capital Management, LLC | 61,427 | $5.59M | 0.98% | +5,322+9.5% | Added |
| Van Eck Associates Corp | 61,409 | $5.59M | 0.01% | +6,890+12.6% | Added |
| British Columbia Investment Management Corp | 60,336 | $5.49M | 0.03% | −3,097−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 60,245 | $5.48M | 0.02% | −265−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,561 | $5.43M | 0.07% | +59,561 | New |
| Skandinaviska Enskilda Banken AB (publ) | 59,412 | $5.42M | 0.03% | −1,890−3.1% | Reduced |
| Fifth Third Bancorp | 59,432 | $5.41M | 0.02% | −260−0.4% | Reduced |
| Voloridge Investment Management, LLC | 58,447 | $5.32M | 0.03% | −128,062−68.7% | Reduced |
| State of Tennessee, Treasury Department | 57,156 | $5.20M | 0.02% | −878−1.5% | Reduced |
| Wade G W & Inc | 56,731 | $5.16M | 0.22% | −2,136−3.6% | Reduced |
| Balyasny Asset Management LLC | 56,470 | $5.14M | 0.02% | +27,755+96.7% | Added |
| US Bancorp | 55,562 | $5.06M | 0.01% | +238+0.4% | Added |
| Northwest & Ethical Investments L.P. | 54,819 | $4.99M | 0.15% | +36,165+193.9% | Added |
| Advisors Asset Management, Inc. | 54,508 | $4.96M | 0.07% | +5,750+11.8% | Added |
| Kingsview Wealth Management, LLC | 54,459 | $4.96M | 0.21% | −187−0.3% | Reduced |
| Pinnacle Associates Ltd | 54,397 | $4.95M | 0.09% | −71−0.1% | Reduced |
| Guggenheim Capital LLC | 54,231 | $4.93M | 0.03% | −25,325−31.8% | Reduced |
| First Republic Investment Management, Inc. | 53,931 | $4.91M | 0.01% | −1,079−2.0% | Reduced |
| Gulf International Bank (UK) Ltd | 53,380 | $4.86M | 0.07% | +53,380 | New |
| Banque Cantonale Vaudoise | 53,133 | $4.83M | 0.19% | +22,600+74.0% | Added |
| Storebrand Asset Management AS | 52,791 | $4.80M | 0.02% | +1,212+2.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 51,324 | $4.67M | 0.02% | +3,685+7.7% | Added |
| Mackay Shields LLC | 51,207 | $4.66M | 0.04% | −1,175−2.2% | Reduced |
| ING Groep NV | 48,672 | $4.43M | 0.04% | +19,822+68.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 48,000 | $4.37M | 0.05% | +5,648+13.3% | Added |
| Texas Permanent School Fund | 47,422 | $4.31M | 0.05% | −5,666−10.7% | Reduced |