Eversource EnergyES
13F holders, Q4 2024 (December 31)874holders +5
60new positions
95sold out
7famous investors
$57.40avg. 13F price*
At the end of Q4 2024, 874 institutions reported holding Eversource Energy (ES) in their 13F filings, up 5 from Q3 2024. 60 opened new positions and 95 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.2B) and State Street Corp. ($1.5B). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Eversource Energy
- Sector
- Utilities
- CUSIP
- 30040W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $48.6M |
| Exits | 95 | $89.9M |
All 13F filers, Q3 2024 → Q4 2024: 22,115,002 shares bought and 16,866,733 shares sold, net +5,248,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 874 holders
| Vanguard Group Inc. | 0.04% | Add +3.2% | 44,609,716 | $2.6B |
| BlackRock, Inc. | 0.05% | Add +1.8% | 38,766,284 | $2.2B |
| State Street Corp. | 0.06% | Add +4.2% | 26,605,659 | $1.5B |
| Wellington Management Group LLP | 0.17% | Add +38.6% | 16,470,356 | $945.9M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +2.3% | 9,933,838 | $570.5M |
| Geode Capital Management, LLC | 0.04% | Add +5.7% | 9,557,213 | $547.5M |
| FMR LLC | 0.03% | Add +4.8% | 7,352,593 | $422.3M |
| Magellan Asset Management Ltd | 4.08% | Add +15.9% | 6,474,477 | $371.8M |
| Amundi | 0.13% | Add +32.2% | 6,482,546 | $367.7M |
| Invesco Ltd. | 0.06% | Add +16.5% | 6,004,089 | $344.8M |
| Nuveen Asset Management, LLC | 0.09% | Reduce -2.6% | 5,725,756 | $328.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +11.3% | 5,517,269 | $316.9M |
| Morgan Stanley | 0.02% | Reduce -3.3% | 5,162,212 | $296.5M |
| Legal & General Group Plc | 0.08% | Reduce -7.5% | 5,111,003 | $293.5M |
| American Century Companies Inc. | 0.15% | Reduce -1.6% | 4,607,477 | $264.6M |
| Northern Trust Corp. | 0.03% | Add +18.0% | 3,699,583 | $212.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.47% | Reduce -20.0% | 3,446,688 | $197.9M |
| Public Sector Pension Investment Board | 0.83% | Add +1.0% | 3,420,561 | $196.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -35.7% | 3,394,866 | $195.0M |
| Norges Bank | 0.02% | Reduce -4.4% | 3,288,144 | $188.8M |
| UBS Group AG | 0.04% | Add +18.7% | 2,955,162 | $169.7M |
| HSBC Holdings PLC | 0.10% | Add +31.1% | 2,719,720 | $156.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.4% | 2,709,697 | $155.6M |
| Franklin Resources Inc. | 0.04% | Add +0.5% | 2,426,436 | $139.4M |
| Royal Bank of Canada | 0.03% | Reduce -2.7% | 2,401,585 | $137.9M |
| Nordea Investment Management AB | 0.10% | Add +41.7% | 1,735,901 | $99.6M |
| California Public Employees Retirement System | 0.06% | Add +1.6% | 1,645,702 | $94.5M |
| Deutsche Bank AG | 0.04% | Reduce -37.4% | 1,583,333 | $90.9M |
| JPMorgan Chase & Co. | 0.01% | Add +10.7% | 1,569,671 | $90.1M |
| Bank of America Corp. | 0.01% | Reduce -15.1% | 1,507,337 | $86.6M |
| M&G PLC | 0.54% | Add +3.1% | 1,490,562 | $85.0M |
| ClearBridge Investments Ltd | 2.21% | Reduce -16.2% | 1,469,123 | $84.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +2.7% | 1,444,453 | $83.0M |
| Caisse de depot et placement du Quebec | 0.16% | Reduce -49.0% | 1,359,290 | $78.1M |
| First Trust Advisors LP | 0.07% | Add +10.3% | 1,323,851 | $76.0M |
| Mackenzie Financial Corp. | 0.09% | Add +24.6% | 1,180,828 | $67.8M |
| Barclays PLC | 0.03% | Add +4.1% | 1,140,842 | $65.5M |
| California State Teachers Retirement System | 0.07% | Add +24.0% | 1,111,430 | $63.8M |
| Macquarie Group Ltd. | 0.08% | Add +6.6% | 1,126,928 | $63.5M |
| Empower Advisory Group, LLC | 0.21% | Reduce -6.3% | 1,102,760 | $63.3M |
| NFJ Investment Group, LLC | 2.00% | Reduce -4.8% | 1,087,249 | $62.4M |
| Wells Fargo & Company | 0.01% | Reduce -9.6% | 1,058,123 | $60.8M |
| Swiss National Bank | 0.04% | Reduce -3.4% | 1,009,533 | $58.0M |
| Boston Trust Walden Corp | 0.40% | Add +3.0% | 1,002,004 | $57.5M |
| BNP Paribas Financial Markets | 0.04% | Add +59.1% | 951,381 | $54.6M |
| Invenomic Capital Management LP | 2.74% | Add +35.6% | 849,698 | $48.8M |
| Gabelli Funds LLC | 0.36% | Reduce -1.1% | 829,250 | $47.6M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +1.8% | 823,144 | $47.3M |
| Russell Investments Group, Ltd. | 0.06% | Reduce -9.9% | 778,897 | $44.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.5% | 772,531 | $44.4M |
| Millennium Management | 0.04% | Add +24.0% | 760,187 | $43.7M |
| Rhumbline Advisers | 0.04% | Reduce -0.6% | 734,643 | $42.2M |
| Duff & Phelps Investment Management Co. | 0.50% | Reduce -12.8% | 729,549 | $41.9M |
| Anchor Capital Advisors LLC | 1.16% | Reduce -8.1% | 709,373 | $40.7M |
| Aviva PLC | 0.11% | Add +16.3% | 704,623 | $40.5M |
| Man Group plc | 0.12% | Reduce -4.0% | 685,783 | $39.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.24% | Add +1.6% | 679,828 | $39.0M |
| Aberdeen Group plc | 0.07% | Reduce -5.0% | 663,880 | $37.8M |
| Bank of Montreal | 0.02% | Add +4.5% | 653,295 | $37.5M |
| Canada Pension Plan Investment Board | 0.04% | No change | 646,334 | $37.1M |
| Old Republic International Corp. | 1.46% | No change | 644,183 | $37.0M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +9.7% | 640,581 | $36.8M |
| New York State Common Retirement Fund | 0.05% | Reduce -1.3% | 630,460 | $36.2M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +75.8% | 592,334 | $34.0M |
| Voloridge Investment Management, LLC | 0.12% | Add +32.7% | 591,786 | $34.0M |
| Susquehanna International Group, LLP | 0.05% | Add +563.6% | 581,621 | $33.4M |
| Swedbank AB | 0.04% | Add +5.8% | 554,673 | $31.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.03% | Add +9.4% | 548,858 | $31.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.2% | 514,574 | $29.6M |
| Swiss Life Asset Management Ltd | 0.21% | Add +130.4% | 493,662 | $28.3M |
| Retirement Systems of Alabama | 0.10% | Add +0.4% | 482,202 | $27.7M |
| National Pension Service | 0.03% | Reduce -8.2% | 481,305 | $27.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.5% | 474,688 | $27.3M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -0.9% | 464,386 | $26.7M |
| Baillie Gifford & Co. | 0.02% | Reduce -15.3% | 454,384 | $26.1M |
| Focus Partners Wealth | 0.07% | Add +1775.2% | 438,612 | $25.2M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -2.9% | 430,183 | $24.7M |
| AQR Capital Management | 0.03% | Reduce -40.7% | 426,199 | $24.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 418,205 | $24.0M |
| RWC Asset Management LLP | 1.42% | Add +4.2% | 410,872 | $23.6M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -4.9% | 409,477 | $23.5M |
| Alps Advisors Inc. | 0.15% | Add +14.8% | 407,015 | $23.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.04% | — | 382,881 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +52.3% | 377,186 | $21.7M |
| Los Angeles Capital Management LLC | 0.09% | Reduce -43.4% | 373,589 | $21.5M |
| TD Asset Management Inc | 0.02% | Reduce -0.8% | 372,118 | $21.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -8.1% | 363,150 | $20.9M |
| KLP Kapitalforvaltning As | 0.10% | — | 355,493 | $20.4M |
| Raymond James Financial Inc. | 0.01% | — | 343,306 | $19.7M |
| Danske Bank A/S | 0.06% | Add +33.6% | 337,457 | $19.4M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -6.6% | 336,338 | $19.3M |
| Sei Investments Co. | 0.02% | Reduce -30.5% | 330,442 | $19.0M |
| AXA S.A. | 0.06% | Add +1.2% | 330,353 | $19.0M |
| Maryland State Retirement & Pension System | 0.40% | Reduce -0.0% | 321,674 | $18.5M |
| KBC Group NV | 0.05% | Add +1.0% | 319,048 | $18.3M |
| Verition Fund Management LLC | 0.09% | Add +115.7% | 311,090 | $17.9M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -77.1% | 297,541 | $17.1M |
| Squarepoint Ops LLC | 0.04% | Reduce -4.5% | 296,826 | $17.0M |
| New York State Teachers Retirement System | 0.04% | Reduce -3.1% | 293,386 | $16.8M |
| DNB Asset Management AS | 0.07% | Add +76.8% | 285,605 | $16.4M |
"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.