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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 17,082 | $1.55M | 0.16% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 17,059 | $1.55M | 0.10% | +363+2.2% | Added |
| Pensionfund DSM Netherlands | 17,000 | $1.55M | 0.18% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 16,760 | $1.52M | 0.13% | +16,760 | New |
| Vestcor Inc | 16,540 | $1.50M | 0.05% | −5,729−25.7% | Reduced |
| Atria Investments LLC | 16,356 | $1.49M | 0.03% | +959+6.2% | Added |
| Stevens Capital Management LP | 15,867 | $1.44M | 0.33% | +15,867 | New |
| Sheaff Brock Investment Advisors, LLC | 15,799 | $1.44M | 0.12% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 15,555 | $1.42M | 0.14% | −15−0.1% | Reduced |
| Cetera Advisor Networks LLC | 15,503 | $1.41M | 0.02% | +2,788+21.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,467 | $1.41M | 0.03% | −141−0.9% | Reduced |
| Thrivent Financial for Lutherans | 15,070 | $1.37M | 0.00% | −24−0.2% | Reduced |
| AlphaCrest Capital Management LLC | 15,050 | $1.37M | 0.05% | −3,395−18.4% | Reduced |
| Members Capital Advisors Inc | 15,000 | $1.36M | 0.70% | 00.0% | Unchanged |
| MJP Associates Inc | 15,233 | $1.36M | 0.41% | +104+0.7% | Added |
| Profund Advisors LLC | 14,799 | $1.35M | 0.04% | +255+1.8% | Added |
| 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 |
| Cetera Investment Advisers | 14,633 | $1.33M | 0.02% | −316−2.1% | Reduced |
| Heritage Trust Co | 14,554 | $1.32M | 0.17% | −575−3.8% | Reduced |
| Centerpoint Advisors, LLC | 14,533 | $1.32M | 0.58% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 14,424 | $1.31M | 0.77% | +95+0.7% | Added |
| Paradigm Financial Partners, LLC | 14,409 | $1.31M | 0.27% | +335+2.4% | Added |
| Regions Financial Corp | 14,238 | $1.29M | 0.01% | −2,288−13.8% | Reduced |
| Rockefeller Capital Management L.P. | 14,232 | $1.29M | 0.01% | +2,650+22.9% | Added |
| Achmea Investment Management B.V. | 14,095 | $1.28M | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 13,746 | $1.25M | 0.45% | −358−2.5% | Reduced |
| Moneta Group Investment Advisors LLC | 13,267 | $1.21M | 0.05% | +4,803+56.7% | Added |
| Allworth Financial LP | 13,253 | $1.21M | 0.02% | +898+7.3% | Added |
| SC&H Financial Advisors, Inc. | 12,931 | $1.18M | 0.65% | +12,931 | New |
| Ameritas Investment Partners, Inc. | 12,858 | $1.17M | 0.04% | +181+1.4% | Added |
| Brookstone Capital Management | 12,909 | $1.16M | 0.02% | +1,642+14.6% | 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 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,440 | $1.13M | 0.02% | +1,735+16.2% | Added |
| Grimes & Company, Inc. | 12,451 | $1.13M | 0.05% | −2,986−19.3% | Reduced |
| Presima Inc. | 12,430 | $1.13M | 0.19% | 00.0% | Unchanged |
| Ethic Inc. | 12,422 | $1.13M | 0.09% | −8,232−39.9% | Reduced |
| CIBC World Markets Corp | 12,255 | $1.11M | 0.01% | −7,117−36.7% | Reduced |
| Heritage Financial Services, LLC | 12,050 | $1.10M | 0.86% | +12,050 | New |
| DC Investments Management, LLC | 11,879 | $1.08M | 1.53% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 11,737 | $1.07M | 0.07% | −249−2.1% | Reduced |
| 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 |
| Northwestern Mutual Wealth Management Co | 11,337 | $1.03M | 0.00% | +1,893+20.0% | Added |
| Proequities, Inc. | 11,247 | $1.02M | 0.06% | +538+5.0% | Added |
| 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 |
| Dai-Ichi Life Insurance Company, Ltd | 11,120 | $1.01M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,108 | $1.01M | 0.01% | −298,192−96.4% | Reduced |
| Amplius Wealth Advisors, LLC | 11,032 | $1.00M | 0.14% | +11,032 | New |
| Prudential PLC | 10,948 | $996.0K | 0.01% | +10,948 | New |
| Advisor Partners LLC | 10,915 | $993.0K | 0.06% | −199−1.8% | Reduced |
| Kesler, Norman & Wride, LLC | 10,711 | $974.0K | 0.21% | +166+1.6% | Added |
| National Asset Management, Inc. | 10,477 | $954.0K | 0.03% | −18−0.2% | Reduced |
| Anchor Capital Advisors LLC | 10,317 | $939.0K | 0.02% | −2,274−18.1% | Reduced |
| Cox Capital Mgt LLC | 10,290 | $936.0K | 0.55% | +246+2.4% | Added |
| Baker Ellis Asset Management LLC | 10,133 | $922.0K | 0.16% | −942−8.5% | Reduced |
| South State Corp. | 10,010 | $911.0K | 0.07% | +1,007+11.2% | Added |
| Oppenheimer & Co Inc | 9,951 | $906.0K | 0.02% | +766+8.3% | Added |
| Regentatlantic Capital LLC | 9,951 | $905.0K | 0.03% | +957+10.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,794 | $891.0K | 0.15% | −425−4.2% | Reduced |
| Squarepoint Ops LLC | 9,766 | $889.0K | 0.00% | +3,063+45.7% | Added |
| Vident Investment Advisory, LLC | 9,658 | $878.0K | 0.02% | +1,651+20.6% | Added |
| Cambridge Trust Co | 9,618 | $875.0K | 0.03% | +4,628+92.7% | Added |
| Illinois Municipal Retirement Fund | 9,506 | $865.0K | 0.02% | +3,209+51.0% | Added |
| Valley Brook Capital Group | 9,502 | $864.0K | 0.75% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 9,468 | $861.0K | 0.01% | +9,468 | New |
| Ergoteles LLC | 9,450 | $860.0K | 0.03% | +9,450 | New |
| Chatham Capital Group, Inc. | 9,381 | $853.0K | 0.15% | −524−5.3% | Reduced |
| Simplex Trading, LLC | 9,226 | $839.0K | 0.03% | +7,289+376.3% | Added |
| Davenport & Co LLC | 9,198 | $837.0K | 0.01% | −1,174−11.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,078 | $826.0K | 0.08% | −251−2.7% | Reduced |
| Cerity Partners LLC | 9,056 | $824.0K | 0.01% | +9,056 | New |
| JustInvest LLC | 8,995 | $818.0K | 0.05% | +2,057+29.6% | Added |
| CWM, LLC | 8,965 | $816.0K | 0.01% | +8,965 | New |
| Csenge Advisory Group | 10,036 | $802.0K | 0.07% | −110−1.1% | Reduced |
| Arete Wealth Advisors, LLC | 8,888 | $797.0K | 0.07% | +31+0.4% | Added |
| Inverness Counsel LLC | 8,668 | $789.0K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 8,483 | $772.0K | 0.01% | −847−9.1% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 8,441 | $768.0K | 0.85% | −800−8.7% | Reduced |
| Rafferty Asset Management, LLC | 8,363 | $761.0K | 0.00% | −3,757−31.0% | Reduced |
| Whittier Trust Co | 8,220 | $748.0K | 0.01% | +1,310+19.0% | Added |
| Crestwood Advisors Group LLC | 8,205 | $746.0K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 8,163 | $743.0K | 0.07% | −330−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 8,138 | $740.0K | 0.02% | +436+5.7% | Added |
| Bridgeworth, LLC | 8,024 | $730.0K | 0.16% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 8,016 | $729.0K | 0.02% | −167−2.0% | Reduced |
| Veritable, L.P. | 7,838 | $713.0K | 0.01% | +545+7.5% | Added |
| Finivi Inc. | 7,772 | $707.1K | 0.75% | +7,772 | New |
| Cigna Investments Inc | 7,730 | $703.0K | 0.06% | −2,750−26.2% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 7,622 | $693.0K | 0.23% | +7,622 | New |
| Mystic Asset Management, Inc. | 7,611 | $692.0K | 0.33% | +7,611 | New |
| Shelton Capital Management | 7,574 | $689.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 7,522 | $684.0K | 0.01% | −2,168−22.4% | Reduced |
| Strategic Investment Advisors | 7,263 | $661.0K | 0.13% | +97+1.4% | Added |
| Vontobel Holding Ltd. | 7,203 | $657.0K | 0.01% | −110−1.5% | Reduced |
| Fiduciary Trust Co | 7,211 | $656.0K | 0.01% | −82−1.1% | 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 |