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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 3,809 | $347.0K | 0.02% | +100+2.7% | Added |
| Acima Private Wealth, LLC | 3,800 | $346.0K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,797 | $345.0K | 0.04% | +450+13.4% | Added |
| MAI Capital Management | 3,776 | $344.0K | 0.01% | +169+4.7% | Added |
| Apella Capital, LLC | 3,770 | $343.0K | 0.04% | −127−3.3% | Reduced |
| People's United Financial, Inc. | 3,754 | $342.0K | 0.01% | −2,908−43.7% | Reduced |
| United Capital Financial Advisers, LLC | 3,746 | $341.0K | 0.00% | −262−6.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,711 | $338.0K | 0.08% | −13,985−79.0% | Reduced |
| Telemus Capital, LLC | 3,707 | $337.0K | 0.03% | −46−1.2% | Reduced |
| Centre Asset Management, LLC | 3,690 | $336.0K | 0.17% | +3+0.1% | Added |
| Lazard Asset Management LLC | 3,691 | $335.0K | 0.00% | −5−0.1% | Reduced |
| IFP Advisors, Inc | 3,628 | $333.0K | 0.01% | +2+0.1% | Added |
| Balentine LLC | 3,582 | $326.0K | 0.01% | +3,582 | New |
| Colony Group LLC | 3,568 | $325.0K | 0.01% | +608+20.5% | Added |
| Conning Inc. | 3,556 | $324.0K | 0.01% | +44+1.3% | Added |
| Geneos Wealth Management Inc. | 3,549 | $322.0K | 0.01% | −136−3.7% | Reduced |
| Sentry Investment Management LLC | 3,524 | $321.0K | 0.08% | +313+9.7% | Added |
| HM Payson & Co | 3,521 | $320.0K | 0.01% | +104+3.0% | Added |
| Wilkins Investment Counsel Inc | 3,500 | $318.0K | 0.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,460 | $315.0K | 0.01% | +637+22.6% | Added |
| Pine Haven Investment Counsel, Inc | 3,451 | $314.0K | 0.29% | +3,451 | New |
| Cozad Asset Management Inc | 3,431 | $312.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,415 | $311.0K | 0.01% | −107−3.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 3,413 | $311.0K | 0.05% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,394 | $309.0K | 0.07% | +435+14.7% | Added |
| Financial Counselors Inc | 3,360 | $306.0K | 0.01% | −363−9.8% | Reduced |
| Congress Wealth Management LLC | 3,340 | $304.0K | 0.01% | +3,340 | New |
| Mayflower Financial Advisors, LLC | 3,329 | $303.0K | 0.04% | +22+0.7% | Added |
| Coastal Bridge Advisors, LLC | 3,335 | $303.0K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,329 | $303.0K | 0.02% | +10.0% | Added |
| Glenview Trust Co | 3,305 | $301.0K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,284 | $299.0K | 0.02% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,261 | $297.0K | 0.05% | −123−3.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,267 | $297.0K | 0.02% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,250 | $296.0K | 0.01% | +574+21.4% | Added |
| Calton & Associates, Inc. | 3,246 | $295.0K | 0.08% | +16+0.5% | Added |
| Smithfield Trust Co | 3,255 | $294.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 3,223 | $293.0K | 0.22% | 00.0% | Unchanged |
| Private Capital Group, LLC | 3,209 | $292.0K | 0.06% | −28−0.9% | Reduced |
| CSM Advisors, LLC | 3,195 | $291.0K | 0.02% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 3,195 | $291.0K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 3,192 | $290.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 3,189 | $290.0K | 0.20% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 3,162 | $288.0K | 0.14% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,167 | $288.0K | 0.09% | +16+0.5% | Added |
| Tower Bridge Advisors | 3,162 | $287.7K | 0.02% | −340−9.7% | Reduced |
| Zacks Investment Management | 3,132 | $285.0K | 0.00% | −301−8.8% | Reduced |
| Federated Hermes, Inc. | 3,120 | $284.0K | 0.00% | −85−2.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,095 | $282.0K | 0.01% | +3,095 | New |
| Albion Financial Group | 3,092 | $281.0K | 0.02% | 00.0% | Unchanged |
| Cadence Wealth Management LLC | 3,042 | $277.0K | 0.30% | 00.0% | Unchanged |
| Lincoln National Corp | 3,029 | $276.0K | 0.01% | −797−20.8% | Reduced |
| Abacus Wealth Partners, LLC | 3,022 | $275.0K | 0.10% | −9−0.3% | Reduced |
| TD Private Client Wealth LLC | 3,016 | $274.4K | 0.01% | −17,366−85.2% | Reduced |
| Metis Global Partners, LLC | 3,002 | $273.0K | 0.08% | +3,002 | New |
| CAPROCK Group, Inc. | 2,991 | $272.0K | 0.02% | −723−19.5% | Reduced |
| Berkshire Asset Management LLC | 2,990 | $272.0K | 0.02% | −586−16.4% | Reduced |
| Gateway Investment Advisers LLC | 2,992 | $272.0K | 0.00% | −216−6.7% | Reduced |
| Woodstock Corp | 2,986 | $272.0K | 0.03% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,090 | $270.0K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 2,932 | $267.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 2,918 | $266.0K | 0.00% | −347−10.6% | Reduced |
| Coastal Capital Group, Inc. | 2,924 | $266.0K | 0.06% | +18+0.6% | Added |
| EP Wealth Advisors, LLC | 2,906 | $264.0K | 0.01% | +2,906 | New |
| Newman Dignan & Sheerar, Inc. | 2,891 | $263.0K | 0.08% | +2+0.1% | Added |
| Great Valley Advisor Group, Inc. | 2,889 | $263.0K | 0.02% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 2,825 | $257.0K | 0.03% | −37−1.3% | Reduced |
| Engineers Gate Manager LP | 2,814 | $256.0K | 0.01% | +2,814 | New |
| Adviser Investments LLC | 2,807 | $255.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 2,791 | $254.0K | 0.03% | +50+1.8% | Added |
| Boston Private Wealth LLC | 2,787 | $253.0K | 0.00% | −2,067−42.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,782 | $253.0K | 0.02% | +2,782 | New |
| Bessemer Group Inc | 2,763 | $251.0K | 0.00% | −626−18.5% | Reduced |
| Veriti Management LLC | 2,755 | $251.0K | 0.03% | −481−14.9% | Reduced |
| Miracle Mile Advisors, LLC | 2,755 | $251.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,742 | $249.0K | 0.00% | +2,742 | New |
| Beaton Management Co. Inc. | 2,729 | $248.0K | 0.15% | −224−7.6% | Reduced |
| YHB Investment Advisors, Inc. | 2,722 | $248.0K | 0.02% | 00.0% | Unchanged |
| Cedrus LLC | 2,698 | $245.5K | 0.24% | +2,698 | New |
| BerganKDV Wealth Management, LLC | 2,697 | $245.0K | 0.03% | +648+31.6% | Added |
| Arkadios Wealth Advisors | 2,657 | $242.0K | 0.03% | +8+0.3% | Added |
| Main Street Financial Solutions, LLC | 2,652 | $241.0K | 0.03% | −64−2.4% | Reduced |
| Ford Financial Group, LLC | 2,642 | $240.0K | 0.08% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 2,635 | $240.0K | 0.00% | +2,635 | New |
| Assetmark, Inc | 2,627 | $239.0K | 0.00% | +1,507+134.6% | Added |
| Sequoia Financial Advisors, LLC | 2,617 | $238.0K | 0.01% | +2,617 | New |
| Triad Financial Advisors, Inc. | 2,591 | $236.0K | 0.14% | +2,591 | New |
| Schechter Investment Advisors, LLC | 2,570 | $234.0K | 0.02% | +2,570 | New |
| Blueprint Investment Partners LLC | 2,565 | $233.4K | 0.06% | +43+1.7% | Added |
| Prelude Capital Management, LLC | 2,559 | $233.0K | 0.01% | +2,559 | New |
| Center for Financial Planning, Inc. | 2,547 | $232.0K | 0.05% | −500−16.4% | Reduced |
| Econ Financial Services Corp | 2,555 | $232.0K | 0.18% | +2,555 | New |
| Burney Co | 2,527 | $230.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,526 | $230.0K | 0.04% | +66+2.7% | Added |
| Horizon Investments, LLC | 2,527 | $230.0K | 0.01% | +2,527 | New |
| Lockerman Financial Group, Inc. | 2,490 | $227.0K | 0.59% | +2,490 | New |
| Bank of Stockton | 2,490 | $226.0K | 0.07% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 2,448 | $223.0K | 0.09% | −212−8.0% | Reduced |
| Spirit of America Management Corp | 2,450 | $223.0K | 0.04% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,454 | $223.0K | 0.02% | +2,454 | New |