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 |
|---|---|---|---|---|---|
| American National Bank | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | +20 | New |
| Schubert & Co | 17 | $2.00K | 0.00% | +17 | New |
| Atlas Capital Advisors LLC | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $1.00K | 0.00% | +13 | New |
| KB Financial Partners, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Lenox Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −175,534−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −16,795−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,565−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −13,991−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −13,945−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −10,901−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −9,470−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,837−100.0% | Sold out |
| Cerro Pacific Wealth Advisors LLC | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −7,396−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Kempen Capital Management N.V. | 0 | $0 | 0.00% | −7,091−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,918−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −6,408−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −5,625−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,455−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,330−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −2,933−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −2,514−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −2,462−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| Lountzis Asset Management, LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −1,906−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,183−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −730−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Hexavest Inc. | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |