Eversource EnergyES

13F holders, Q3 2024 (September 30)
869holders +53
111new positions
67sold out
8famous investors
$67.87avg. 13F price*

At the end of Q3 2024, 869 institutions reported holding Eversource Energy (ES) in their 13F filings, up 53 from Q2 2024. 111 opened new positions and 67 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.6B) and State Street Corp. ($1.7B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Cliff Asness (0.1% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$1.0B
Exits67$127.7M

All 13F filers, Q2 2024 → Q3 2024: 27,665,264 shares bought and 19,452,799 shares sold, net +8,212,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 869 holders

Vanguard Group Inc. 0.05% Add +2.4% 43,222,644 $2.9B
BlackRock, Inc. 0.05% — 38,081,568 $2.6B
State Street Corp. 0.07% Add +1.7% 25,539,895 $1.7B
Wellington Management Group LLP 0.14% New 11,885,124 $808.8M
Charles Schwab Investment Management Inc. 0.13% Reduce -0.3% 9,706,866 $660.4M
Geode Capital Management, LLC 0.05% Add +3.1% 9,040,171 $613.2M
FMR LLC 0.03% Add +2.7% 7,019,064 $477.6M
Nuveen Asset Management, LLC 0.11% Add +30.7% 5,878,257 $400.0M
Magellan Asset Management Ltd 3.78% Add +5.3% 5,583,963 $380.0M
Legal & General Group Plc 0.10% Reduce -2.8% 5,528,081 $376.2M
Morgan Stanley 0.03% Add +11.9% 5,337,646 $363.2M
Goldman Sachs Group Inc. 0.07% Add +2.7% 5,280,639 $359.3M
Invesco Ltd. 0.07% Add +3.7% 5,153,872 $350.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Add +4.6% 4,956,214 $337.3M
American Century Companies Inc. 0.19% Add +1.7% 4,682,701 $318.7M
Amundi 0.12% Reduce -4.8% 4,902,728 $312.4M
Mitsubishi UFJ Trust & Banking Corp 0.67% Add +6.8% 4,310,733 $293.3M
Norges Bank 0.03% Add +5.0% 3,440,281 $234.1M
Public Sector Pension Investment Board 1.24% Add +0.1% 3,387,881 $230.5M
Northern Trust Corp. 0.03% Reduce -3.6% 3,135,174 $213.3M
Bank of New York Mellon Corp 0.04% Reduce -7.7% 2,895,128 $197.0M
Caisse de depot et placement du Quebec 0.36% Add +5.6% 2,665,257 $181.4M
Deutsche Bank AG 0.07% Reduce -8.0% 2,530,424 $172.2M
UBS Group AG 0.05% Add +13.0% 2,488,853 $169.4M
Royal Bank of Canada 0.04% Add +4.9% 2,468,844 $168.0M
Franklin Resources Inc. 0.04% Reduce -0.4% 2,415,395 $154.6M
HSBC Holdings PLC 0.09% Add +17.5% 2,074,463 $141.1M
Cohen & Steers, Inc. 0.22% Add +11.5% 1,836,739 $125.0M
Bank of America Corp. 0.01% Add +6.7% 1,776,121 $120.9M
ClearBridge Investments Ltd 2.99% Reduce -21.9% 1,752,816 $119.3M
California Public Employees Retirement System 0.08% Add +1.5% 1,620,580 $110.3M
M&G PLC 0.61% Reduce -11.1% 1,445,892 $98.3M
JPMorgan Chase & Co. 0.01% Add +1.0% 1,418,109 $96.5M
Dimensional Fund Advisors LP 0.02% Add +6.3% 1,406,434 $95.7M
Pictet Asset Management Holding SA 0.10% Reduce -4.9% 1,300,789 $88.5M
Nordea Investment Management AB 0.09% Reduce -74.3% 1,225,319 $83.3M
First Trust Advisors LP 0.08% Reduce -9.6% 1,200,043 $81.7M
Empower Advisory Group, LLC 0.27% Add +3.5% 1,176,232 $80.0M
Wells Fargo & Company 0.02% Reduce -14.8% 1,169,845 $79.6M
NFJ Investment Group, LLC 2.27% Reduce -11.0% 1,142,384 $77.7M
Barclays PLC 0.03% Add +15.9% 1,095,966 $74.6M
Macquarie Group Ltd. 0.08% Reduce -14.6% 1,057,198 $71.9M
Swiss National Bank 0.05% Add +1.0% 1,045,533 $71.1M
Boston Trust Walden Corp 0.46% Reduce -2.7% 973,279 $66.2M
Mackenzie Financial Corp. 0.09% Add +3107.0% 947,520 $64.5M
California State Teachers Retirement System 0.07% Add +8.6% 896,366 $61.0M
Russell Investments Group, Ltd. 0.09% Add +1.2% 864,675 $58.8M
Aventail Capital Group, LP 3.40% New 849,380 $57.8M
Gabelli Funds LLC 0.42% Reduce -1.1% 838,750 $57.1M
Duff & Phelps Investment Management Co. 0.65% Reduce -21.5% 836,850 $56.9M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +0.0% 808,373 $55.0M
Anchor Capital Advisors LLC 1.40% Reduce -1.6% 772,269 $52.6M
Manufacturers Life Insurance Company, The 0.05% Reduce -0.3% 768,997 $52.3M
National Bank of Canada 0.07% Add +446.0% 749,736 $51.0M
Rhumbline Advisers 0.05% Add +1.5% 738,986 $50.3M
AQR Capital Management 0.07% Add +321.6% 718,276 $48.7M
Man Group plc 0.14% Add +47.4% 714,644 $48.6M
Aberdeen Group plc 0.09% Reduce -7.5% 698,632 $47.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.29% Reduce -5.0% 669,406 $45.6M
Los Angeles Capital Management LLC 0.18% Reduce -32.2% 660,486 $44.9M
Canada Pension Plan Investment Board 0.04% No change 646,334 $44.0M
Old Republic International Corp. 1.64% No change 644,183 $43.8M
New York State Common Retirement Fund 0.06% Reduce -13.7% 638,460 $43.4M
Ensign Peak Advisors, Inc 0.08% Add +5.8% 631,451 $43.0M
Invenomic Capital Management LP 2.35% Reduce -35.7% 626,648 $42.6M
Bank of Montreal 0.02% Add +5.2% 625,162 $42.2M
Millennium Management 0.04% Reduce -53.1% 613,040 $41.7M
Aviva PLC 0.11% Add +2.3% 605,901 $41.2M
BNP Paribas Financial Markets 0.04% Reduce -33.7% 598,103 $40.7M
CANADA LIFE ASSURANCE Co 0.07% Add +2.1% 584,173 $39.8M
Baillie Gifford & Co. 0.03% Add +6.4% 536,187 $36.5M
Zimmer Partners, LP 0.67% Reduce -90.2% 525,000 $35.7M
National Pension Service 0.03% Add +5.5% 524,479 $35.7M
Swedbank AB 0.05% Add +2.2% 524,379 $35.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +2.6% 501,669 $34.1M
T. Rowe Price Associates Inc. 0.00% Add +0.6% 489,258 $33.3M
Alliancebernstein L.P. 0.01% Reduce -0.8% 487,109 $33.1M
Retirement Systems of Alabama 0.12% Add +518.1% 480,278 $32.7M
Sei Investments Co. 0.04% Add +11.7% 475,436 $32.4M
Royal London Asset Management Ltd. 0.08% Reduce -40.7% 468,452 $31.9M
Voloridge Investment Management, LLC 0.11% Reduce -23.6% 445,903 $30.3M
PNC Financial Services Group, Inc. 0.02% Add +1.2% 442,822 $30.1M
Twinbeech Capital LP 0.57% New 437,607 $29.8M
Robeco Institutional Asset Management B.V. 0.06% Reduce -4.2% 430,373 $29.3M
Principal Financial Group Inc. 0.02% Add +4.5% 413,874 $28.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +39.2% 395,064 $26.9M
RWC Asset Management LLP 1.92% Add +17.4% 394,232 $26.8M
TD Asset Management Inc 0.02% Reduce -10.2% 375,287 $25.3M
Clearbridge Investments, LLC 0.02% Reduce -8.6% 364,367 $24.8M
State Board of Administration of Florida Retirement System 0.05% Reduce -4.1% 360,065 $24.5M
Alps Advisors Inc. 0.16% Reduce -5.4% 354,545 $24.1M
AMF Tjanstepension AB 0.17% No change 339,631 $23.1M
Adage Capital Partners Gp, L.L.C. 0.04% New 336,834 $22.9M
Renaissance Technologies 0.03% New 332,412 $22.6M
AXA S.A. 0.07% Reduce -17.8% 326,306 $22.2M
Maryland State Retirement & Pension System 0.46% Reduce -1.1% 321,808 $21.9M
KBC Group NV 0.07% Reduce -7.8% 316,029 $21.5M
Squarepoint Ops LLC 0.07% Add +414.0% 310,850 $21.2M
New York State Teachers Retirement System 0.04% Reduce -4.4% 302,646 $20.6M
Prudential Financial Inc. 0.03% Add +7.2% 289,801 $19.7M

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

Show all 869 holders