Eversource EnergyES

13F holders, Q2 2024 (June 30)
816holders +2
84new positions
83sold out
6famous investors
$56.71avg. 13F price*

At the end of Q2 2024, 816 institutions reported holding Eversource Energy (ES) in their 13F filings, up 2 from Q1 2024. 84 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock Inc. ($2.1B) and State Street Corp. ($1.4B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Eversource Energy
Sector
Utilities
CUSIP
30040W108
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 814Q1 2024Q2 2024: 816Q2 2024Q3 2024: 869Q3 2024Q4 2024: 874Q4 2024Q1 2025: 890Q1 2025Q2 2025: 932Q2 2025Q3 2025: 990Q3 2025Q4 2025: 1,031Q4 2025Q1 2026: 1,069Q1 2026Q2 2026: 1,126Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions84$60.7M
Exits83$187.5M

All 13F filers, Q1 2024 → Q2 2024: 20,465,295 shares bought and 15,679,158 shares sold, net +4,786,137 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 816 holders

Vanguard Group Inc. 0.05% Add +0.5% 42,198,124 $2.4B
BlackRock Inc. 0.05% Add +0.2% 37,708,122 $2.1B
State Street Corp. 0.06% Reduce -6.3% 25,109,308 $1.4B
Charles Schwab Investment Management Inc. 0.11% Add +14.8% 9,732,136 $551.9M
Geode Capital Management, LLC 0.04% Reduce -2.1% 8,771,583 $496.2M
FMR LLC 0.02% Reduce -0.1% 6,833,683 $387.5M
Legal & General Group Plc 0.09% Reduce -8.0% 5,685,977 $322.5M
Zimmer Partners, LP 5.78% Add +110.8% 5,349,483 $303.4M
Magellan Asset Management Ltd 2.86% Add +36.0% 5,303,657 $300.8M
Amundi 0.11% Add +43.5% 5,148,671 $295.1M
Goldman Sachs Group Inc. 0.06% Add +3.2% 5,142,480 $291.6M
Invesco Ltd. 0.06% Add +7.4% 4,971,778 $281.9M
Morgan Stanley 0.02% Reduce -1.9% 4,770,517 $270.5M
Nordea Investment Management AB 0.32% Reduce -18.4% 4,767,249 $269.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +8.9% 4,739,584 $268.8M
American Century Companies Inc. 0.16% Reduce -2.3% 4,606,374 $261.2M
Nuveen Asset Management, LLC 0.07% Add +300.0% 4,497,091 $255.2M
Mitsubishi UFJ Trust & Banking Corp 0.55% Add +4.3% 4,036,748 $228.9M
Public Sector Pension Investment Board 1.22% Add +0.6% 3,385,281 $192.0M
Norges Bank 0.03% Add +9.0% 3,276,220 $185.8M
Northern Trust Corp. 0.03% Reduce -0.7% 3,253,282 $184.5M
Bank of New York Mellon Corp 0.03% Add +12.7% 3,135,652 $177.8M
Deutsche Bank AG 0.07% Reduce -34.0% 2,749,557 $155.9M
Caisse de depot et placement du Quebec 0.35% Add +28.9% 2,524,463 $143.2M
Franklin Resources Inc. 0.04% Add +31.1% 2,424,669 $137.5M
Royal Bank of Canada 0.03% Reduce -9.8% 2,353,324 $133.5M
ClearBridge Investments Ltd 3.72% Reduce -14.1% 2,243,822 $127.2M
UBS Group AG 0.04% Add +19.8% 2,201,793 $124.9M
HSBC Holdings PLC 0.06% Add +26.9% 1,765,481 $100.1M
Bank of America Corp. 0.01% Reduce -2.0% 1,664,219 $94.4M
Cohen & Steers, Inc. 0.20% Add +0.8% 1,647,667 $93.4M
M&G PLC 0.64% Add +16.8% 1,626,685 $92.7M
California Public Employees Retirement System 0.07% Reduce -24.1% 1,595,973 $90.5M
JPMorgan Chase & Co. 0.01% Add +7.3% 1,404,201 $79.6M
Wells Fargo & Company 0.02% Reduce -12.4% 1,373,304 $77.9M
Pictet Asset Management Holding SA 0.09% Reduce -6.4% 1,367,906 $77.6M
First Trust Advisors LP 0.08% Add +1.7% 1,327,219 $75.3M
Dimensional Fund Advisors LP 0.02% Add +10.1% 1,323,319 $75.1M
Millennium Management 0.06% Add +75.8% 1,307,397 $74.1M
NFJ Investment Group, LLC 2.23% Reduce -13.6% 1,283,149 $72.8M
Brookfield Corp 0.45% Add +14.4% 1,251,405 $71.0M
Macquarie Group Ltd. 0.08% Reduce -1.1% 1,238,399 $70.2M
Empower Advisory Group, LLC 0.24% Add +3.0% 1,136,369 $64.4M
Duff & Phelps Investment Management Co. 0.77% Add +3.5% 1,065,914 $60.4M
Swiss National Bank 0.04% Reduce -1.0% 1,035,333 $58.7M
Boston Trust Walden Corp 0.42% Reduce -1.4% 999,843 $56.7M
Los Angeles Capital Management LLC 0.20% Add +201.4% 974,665 $55.3M
Invenomic Capital Management LP 2.88% Add +37.8% 973,987 $55.2M
Barclays PLC 0.02% Reduce -18.4% 945,431 $53.6M
BNP Paribas Financial Markets 0.06% Reduce -4.7% 902,517 $51.2M
Russell Investments Group, Ltd. 0.08% Reduce -3.2% 854,752 $48.5M
Gabelli Funds LLC 0.37% Reduce -3.7% 848,350 $48.1M
California State Teachers Retirement System 0.06% Reduce -2.6% 825,662 $46.8M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -8.1% 808,060 $45.8M
Royal London Asset Management Ltd. 0.11% Reduce -9.6% 790,046 $44.8M
Citadel Advisors 0.05% Reduce -31.5% 789,856 $44.8M
Anchor Capital Advisors LLC 1.25% Reduce -2.4% 784,860 $44.5M
Manufacturers Life Insurance Company, The 0.04% Add +2.7% 771,007 $43.7M
Aberdeen Group plc 0.08% Add +47.3% 755,429 $42.8M
New York State Common Retirement Fund 0.06% Add +0.6% 740,160 $42.0M
Rhumbline Advisers 0.04% Reduce -0.3% 728,318 $41.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.26% Add +0.8% 704,659 $40.0M
APG Asset Management N.V. 0.07% Reduce -3.1% 726,170 $38.4M
Canada Pension Plan Investment Board 0.04% No change 646,334 $36.7M
Old Republic International Corp. 1.49% No change 644,183 $36.5M
Bank of Montreal 0.01% Reduce -0.9% 594,259 $34.0M
Ensign Peak Advisors, Inc 0.06% Add +15.6% 596,911 $33.9M
Aviva PLC 0.09% Add +10.4% 592,129 $33.6M
Voloridge Investment Management, LLC 0.12% Add +72.5% 584,054 $33.1M
CANADA LIFE ASSURANCE Co 0.06% Reduce -4.0% 571,946 $32.5M
Focus Partners Wealth 0.10% Add +4.7% 540,037 $30.6M
Swedbank AB 0.04% Reduce -3.9% 513,268 $29.1M
Baillie Gifford & Co. 0.02% Reduce -23.6% 503,968 $28.6M
National Pension Service 0.03% Add +0.8% 497,296 $28.2M
Alliancebernstein L.P. 0.01% Reduce -2.0% 490,953 $27.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +12.9% 488,838 $27.7M
T. Rowe Price Associates Inc. 0.00% Add +4.3% 486,318 $27.6M
Man Group plc 0.07% Add +55.0% 484,972 $27.5M
Energy Income Partners, LLC 0.59% Reduce -22.9% 467,268 $26.5M
Robeco Institutional Asset Management B.V. 0.05% Add +266.4% 449,144 $25.5M
PNC Financial Services Group, Inc. 0.02% Reduce -2.1% 437,757 $24.8M
Sei Investments Co. 0.03% Reduce -7.5% 425,712 $24.1M
TD Asset Management Inc 0.02% Reduce -3.9% 417,934 $23.7M
Clearbridge Investments, LLC 0.02% Reduce -15.9% 398,826 $22.6M
AXA S.A. 0.07% Add +8.0% 396,722 $22.5M
Principal Financial Group Inc. 0.01% Reduce -1.6% 396,220 $22.5M
Nomura Asset Management Co. Ltd. 0.07% Reduce -17.2% 377,863 $21.4M
State Board of Administration of Florida Retirement System 0.04% Reduce -13.4% 375,568 $21.3M
Alps Advisors Inc. 0.15% Reduce -0.6% 374,851 $21.3M
KBC Group NV 0.06% Reduce -1.8% 342,656 $19.4M
AMF Tjanstepension AB 0.14% Reduce -33.4% 339,631 $19.3M
Citigroup Inc. 0.02% Add +31.1% 337,425 $19.1M
RWC Asset Management LLP 1.64% Add +0.3% 335,696 $19.0M
Maryland State Retirement & Pension System 0.34% Add +0.1% 325,450 $18.5M
Jane Street Group, LLC 0.02% Add +31.6% 322,482 $18.3M
New York State Teachers Retirement System 0.04% Reduce -2.6% 316,523 $17.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% Add +2.7% 283,858 $16.1M
Prudential Financial Inc. 0.02% Reduce -8.1% 270,404 $15.3M
Border to Coast Pensions Partnership Ltd 0.35% Reduce -3.4% 259,280 $14.7M
Commonwealth Equity Services, LLC 0.02% Add +3.5% 257,914 $14.6M

"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.

Show all 816 holders