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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
MEMBERS Trust Co2,436$222.0K0.01%00.0%Unchanged
Northside Capital Management, LLC2,441$222.0K0.06%+2,441New
Johnson Investment Counsel Inc2,388$217.0K0.00%−113−4.5%Reduced
Spreng Capital Management, Inc.2,355$214.0K0.12%+2,355New
Engine No. 1 LLC2,355$214.0K0.04%+2,355New
Peak Financial Management, Inc.2,342$213.0K0.07%+2,342New
Dearborn Partners LLC2,320$211.0K0.01%+2,320New
Bokf, NA2,308$210.0K0.00%+2,308New
JGP Wealth Management, LLC2,348$210.0K0.04%+2,348New
Murphy Capital Management Inc2,305$209.0K0.02%+2,305New
Opus Capital Group, LLC2,293$209.0K0.04%+2,293New
Hantz Financial Services, Inc.2,281$208.0K0.01%+357+18.6%Added
Verdence Capital Advisors LLC2,271$207.0K0.02%+2,271New
Lebenthal Global Advisors, LLC2,276$207.0K0.08%+2,276New
Girard Partners Ltd.2,265$206.0K0.02%−352−13.5%Reduced
Associated Banc-Corp2,269$206.0K0.01%+2,269New
Retirement Planning Co of New England, Inc.2,273$206.0K0.10%+2,273New
Sightline Wealth Advisors, LLC2,276$206.0K0.18%+2,276New
Howe & Rusling Inc2,254$205.0K0.02%−12−0.5%Reduced
Waters Parkerson & Co., LLC2,236$203.0K0.01%+2,236New
Wealth Alliance Advisory Group, LLC2,229$203.0K0.09%+2,229New
Montag A & Associates Inc2,200$200.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc2,197$200.0K0.01%+80+3.8%Added
West Paces Advisors Inc.2,154$196.0K0.06%−89−4.0%Reduced
Charter Oak Capital Management, LLC2,093$190.0K0.02%−233−10.0%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,070$188.0K0.00%00.0%Unchanged
Tompkins Financial Corp2,005$182.0K0.03%−60−2.9%Reduced
Jones Financial Companies LLLP1,926$175.0K0.00%−4−0.2%Reduced
Oakworth Capital, Inc.1,911$174.0K0.01%00.0%Unchanged
Brewin Dolphin Ltd1,914$174.0K0.01%+1,133+145.1%Added
O'Brien Wealth Partners LLC1,979$174.0K0.06%+1,979New
Endurance Wealth Management, Inc.1,889$172.0K0.02%00.0%Unchanged
Stephenson National Bank & Trust1,873$170.0K0.10%−463−19.8%Reduced
Bank Julius Baer & Co. Ltd, Zurich1,840$167.0K0.00%−27−1.4%Reduced
Accel Wealth Management1,833$167.0K0.08%+8+0.4%Added
Global Retirement Partners, LLC1,806$164.0K0.13%+11+0.6%Added
Point72 Hong Kong Ltd1,792$163.0K0.01%+535+42.6%Added
Widmann Financial Services, Inc.1,770$161.0K0.13%+1,770New
DuPont Capital Management Corp1,730$157.0K0.01%+1,730New
Holloway Wealth Management, LLC–$154.0K0.04%––
Deseret Mutual Benefit Administrators1,680$153.0K0.03%00.0%Unchanged
Sargent Bickham Lagudis LLC1,636$149.0K0.01%00.0%Unchanged
West Branch Capital LLC1,628$148.0K0.06%00.0%Unchanged
Acadian Asset Management LLC1,562$142.0K0.00%00.0%Unchanged
Leelyn Smith, LLC1,540$140.0K0.04%00.0%Unchanged
Kistler-Tiffany Companies, LLC1,529$139.0K0.03%+8+0.5%Added
Farmers & Merchants Investments Inc1,480$135.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.1,441$131.0K0.13%+1,441New
Group One Trading, L.P.1,398$127.0K0.00%+1,398New
Centaurus Financial, Inc.1,381$126.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC1,377$125.0K0.04%+1,377New
TSFG, LLC1,330$121.0K0.04%+412+44.9%Added
Webster Bank, N. A.1,306$119.0K0.01%00.0%Unchanged
Tobam1,265$115.0K0.01%00.0%Unchanged
Old North State Trust, LLC1,248$114.0K0.08%−204−14.0%Reduced
Lindbrook Capital, LLC1,255$114.0K0.02%+1,001+394.1%Added
Selective Wealth Management, Inc.1,246$113.0K0.05%00.0%Unchanged
Zullo Investment Group, Inc.1,243$113.0K0.06%+1,243New
Gradient Investments LLC1,215$111.0K0.00%+8+0.7%Added
Reilly Financial Advisors, LLC1,195$109.0K0.01%−56−4.5%Reduced
Mark Sheptoff Financial Planning, LLC1,114$101.0K0.05%00.0%Unchanged
Whittier Trust Co of Nevada Inc1,103$100.0K0.00%+131+13.5%Added
First Community Trust NA1,080$98.3K0.08%+1,080New
NEXT Financial Group, Inc1,073$98.0K0.01%+83+8.4%Added
Ci Investments Inc.1,066$97.0K0.00%+7+0.7%Added
Emfo, LLC1,049$95.0K0.08%00.0%Unchanged
Sawyer & Company, Inc1,030$94.0K0.04%00.0%Unchanged
Focused Wealth Management, Inc991$90.0K0.01%00.0%Unchanged
Snowden Capital Advisors LLC971$88.0K0.00%−2,866−74.7%Reduced
Trustcore Financial Services, LLC950$86.0K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.944$85.9K0.04%+944New
Vigilant Capital Management, LLC927$84.0K0.01%−200−17.7%Reduced
First Horizon Advisors, Inc.919$83.0K0.00%00.0%Unchanged
CoreFirst Bank & Trust907$83.0K0.05%00.0%Unchanged
Sandy Cove Advisors, LLC886$81.0K0.07%+886New
Jackson, Grant Investment Advisers, Inc.874$80.0K0.04%00.0%Unchanged
Capital Advisors, Ltd. LLC872$79.0K0.01%+5+0.6%Added
Massmutual Trust Co FSB842$77.0K0.00%+19+2.3%Added
Gould Capital, LLC800$73.0K0.05%+800New
Plante Moran Financial Advisors, LLC781$71.0K0.01%−991−55.9%Reduced
Perkins Coie Trust Co734$67.0K0.02%00.0%Unchanged
PSI Advisors, LLC708$64.0K0.03%+8+1.1%Added
Beaird Harris Wealth Management, LLC700$64.0K0.02%+700New
Washington Trust Co672$61.0K0.00%−1,207−64.2%Reduced
Addison Advisors LLC668$61.0K0.04%+21+3.2%Added
Caldwell Trust Co669$60.9K0.01%−61−8.4%Reduced
RWM Asset Management, LLC659$60.0K0.01%+51+8.4%Added
Elmwood Wealth Management, Inc.661$60.0K0.03%+661New
Benjamin Edwards Inc647$59.0K0.02%+239+58.6%Added
Heritage Wealth Advisors600$55.0K0.00%00.0%Unchanged
AGF Investments LLC591$54.0K0.00%−714−54.7%Reduced
Bay Harbor Wealth Management, LLC615$54.0K0.02%+25+4.2%Added
Tradition Wealth Management, LLC575$52.0K0.01%+5+0.9%Added
CVA Family Office, LLC560$51.0K0.01%−130−18.8%Reduced
Tortoise Investment Management, LLC561$51.0K0.01%+76+15.7%Added
Delta Asset Management LLC530$48.0K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.529$48.0K0.02%+18+3.5%Added
Cribstone Capital Management, LLC500$45.0K0.02%00.0%Unchanged
City Holding Co533$44.0K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC475$43.0K0.01%+3+0.6%Added