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Livermore
Livermore
ZHEN

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
Huntington National Bank7,090$645.0K0.01%−15−0.2%Reduced
Kestra Private Wealth Services, LLC7,058$642.0K0.03%−43−0.6%Reduced
Sustainable Insight Capital Management, LLC6,880$626.0K0.34%−9,359−57.6%Reduced
Independent Advisor Alliance6,744$614.0K0.03%+106+1.6%Added
Blue Fin Capital, Inc.6,739$613.0K0.17%00.0%Unchanged
IndexIQ Advisors LLC6,741$613.0K0.02%+793+13.3%Added
Cresset Asset Management, LLC6,739$612.0K0.01%+3,150+87.8%Added
Benjamin F. Edwards & Company, Inc.6,731$612.0K0.03%+4,849+257.7%Added
Wetherby Asset Management Inc6,711$611.0K0.03%+180+2.8%Added
Prio Wealth Limited Partnership6,559$597.0K0.02%−225−3.3%Reduced
Freestone Capital Holdings, LLC6,500$591.0K0.02%+738+12.8%Added
Aevitas Wealth Management, Inc.6,437$586.0K0.35%+16+0.2%Added
FineMark National Bank & Trust6,440$586.0K0.02%+1,814+39.2%Added
Laurel Wealth Advisors, Inc.6,418$584.0K0.05%+6,418New
J.W. Cole Advisors, Inc.6,352$578.0K0.04%−649−9.3%Reduced
Barry Investment Advisors, LLC6,299$573.0K0.15%+42+0.7%Added
Modera Wealth Management, LLC6,290$572.0K0.02%+6,290New
Intrua Financial, LLC6,243$568.0K0.10%+117+1.9%Added
Savior LLC6,150$561.0K0.48%00.0%Unchanged
CPWM, LLC6,847$560.0K0.04%00.0%Unchanged
Central Trust Co6,092$555.0K0.02%00.0%Unchanged
RFG Advisory, LLC6,066$552.0K0.04%−675−10.0%Reduced
Sciencast Management LP6,130$552.0K0.10%+6,130New
Resources Investment Advisors, LLC.6,043$550.0K0.02%−338−5.3%Reduced
Fulcrum Asset Management LLP–$547.0K0.27%––
Midwest Professional Planners, LTD.6,001$546.0K0.27%−9−0.1%Reduced
Wedbush Securities Inc5,964$543.0K0.02%−597−9.1%Reduced
HBK Sorce Advisory LLC5,966$543.0K0.03%+26+0.4%Added
Oppenheimer Asset Management Inc.5,924$539.0K0.01%−137−2.3%Reduced
Sound Income Strategies, LLC5,876$535.0K0.06%00.0%Unchanged
Boston Family Office LLC5,847$532.0K0.03%00.0%Unchanged
Segall Bryant & Hamill, LLC5,835$531.0K0.00%00.0%Unchanged
Gofen & Glossberg LLC5,832$531.0K0.01%00.0%Unchanged
Empirical Finance, LLC5,820$530.0K0.06%+1,589+37.6%Added
Sagefield Capital LP5,798$527.0K0.24%+5,798New
Sawtooth Solutions, LLC5,790$526.0K0.06%+3,167+120.7%Added
IBM Retirement Fund5,715$520.0K0.06%−3,953−40.9%Reduced
Knuff & Co LLC5,714$520.0K0.16%−60−1.0%Reduced
Barber Financial Group, Inc.5,684$517.0K0.06%+37+0.7%Added
FourThought Financial, LLC5,677$516.0K0.06%−188−3.2%Reduced
Wealthspire Advisors, LLC5,623$512.0K0.01%+555+11.0%Added
First Manhattan Co5,625$511.0K0.00%00.0%Unchanged
Beaumont Financial Partners, LLC5,614$511.0K0.04%00.0%Unchanged
Savant Capital, LLC5,570$507.0K0.02%+197+3.7%Added
American Portfolios Advisors5,549$504.8K0.02%+449+8.8%Added
Thomasville National Bank5,542$504.0K0.05%+92+1.7%Added
Beirne Wealth Consulting Services, LLC5,527$503.0K0.28%00.0%Unchanged
Charter Trust Co5,487$499.0K0.04%00.0%Unchanged
KC Investment Advisors, LLC5,467$497.0K0.33%−40−0.7%Reduced
Sterling Investment Counsel, LLC5,452$496.0K0.34%+5,452New
American State Bank (Iowa)5,436$494.6K0.34%00.0%Unchanged
Outlook Wealth Advisors, LLC5,389$490.0K0.14%+33+0.6%Added
Great Lakes Advisors, LLC5,316$484.0K0.01%−119−2.2%Reduced
McKinley Carter Wealth Services, Inc.5,281$480.0K0.04%−1,421−21.2%Reduced
Concord Wealth Partners5,203$473.0K0.12%+4,910+1,675.8%Added
Trust Co of Vermont5,167$470.0K0.03%00.0%Unchanged
Alpha Cubed Investments, LLC5,136$467.0K0.03%00.0%Unchanged
Wells Trecaso Financial Group, LLC5,097$464.0K0.20%00.0%Unchanged
Tranquilli Financial Advisor LLC5,016$456.0K0.32%00.0%Unchanged
Baystate Wealth Management LLC5,009$456.0K0.04%+33+0.7%Added
Raymond James Trust N.A.4,989$454.0K0.01%+304+6.5%Added
Ingalls & Snyder LLC4,923$448.0K0.02%00.0%Unchanged
Resources Management Corp4,895$445.0K0.06%00.0%Unchanged
Summit X, LLC4,880$443.0K0.10%00.0%Unchanged
Kraematon Investment Advisors, Inc4,862$442.0K0.40%+4,862New
Boston Financial Mangement LLC4,787$436.0K0.02%+3+0.1%Added
NorthRock Partners, LLC4,778$435.0K0.03%+411+9.4%Added
Connecticut Wealth Management, LLC4,764$433.0K0.03%00.0%Unchanged
Federation des caisses Desjardins du Quebec4,758$432.6K0.00%−541−10.2%Reduced
Mirabella Financial Services LLP4,728$430.0K0.04%+4,728New
KCM Investment Advisors LLC4,698$427.0K0.01%−564−10.7%Reduced
Checchi Capital Advisers, LLC4,692$427.0K0.05%+27+0.6%Added
Belpointe Asset Management LLC4,667$425.0K0.03%−163−3.4%Reduced
BI Asset Management Fondsmaeglerselskab A/S4,630$421.0K0.02%00.0%Unchanged
Boothbay Fund Management, LLC4,584$417.0K0.01%+4,584New
Advisor Resource Council4,593$417.0K0.03%+4,593New
Toroso Investments, LLC4,574$416.0K0.01%+817+21.7%Added
Shore Point Advisors, LLC4,543$413.0K0.34%+4,543New
Brinker Capital Investments, LLC4,521$411.0K0.01%+4,521New
Oak Thistle LLC4,457$406.0K0.31%+4,457New
Livforsakringsbolaget Skandia, Omsesidigt4,448$405.0K0.03%−3,500−44.0%Reduced
Clifford Swan Investment Counsel LLC4,381$399.0K0.01%00.0%Unchanged
Marble Harbor Investment Counsel, LLC4,361$397.0K0.05%00.0%Unchanged
Berkshire Bank4,348$395.0K0.09%−100−2.2%Reduced
Orion Portfolio Solutions, LLC4,320$393.0K0.01%−196−4.3%Reduced
Hurlow Wealth Management Group, Inc.4,481$392.0K0.31%00.0%Unchanged
Altavista Wealth Management, Inc.4,307$392.0K0.08%00.0%Unchanged
Cubist Systematic Strategies, LLC4,194$382.0K0.00%−58,200−93.3%Reduced
Grace & White Inc4,200$382.0K0.07%00.0%Unchanged
Destination Wealth Management4,196$382.0K0.01%+30+0.7%Added
Parsons Capital Management Inc4,168$379.0K0.03%−173−4.0%Reduced
Aspire Private Capital, LLC4,151$378.0K0.12%+218+5.5%Added
FC Advisory LLC4,057$369.0K0.15%+29+0.7%Added
Parallel Advisors, LLC4,039$367.0K0.01%−379−8.6%Reduced
Greenleaf Trust3,998$364.0K0.00%−388−8.8%Reduced
Symmetry Partners, LLC4,000$364.0K0.02%00.0%Unchanged
Hemington Wealth Management4,108$355.0K0.16%00.0%Unchanged
Avantax Advisory Services, Inc.3,894$354.0K0.01%−674−14.8%Reduced
Mondrian Investment Partners LTD3,845$350.0K0.01%+955+33.0%Added
Minot Wealth Management LLC3,815$347.0K0.07%−4−0.1%Reduced