Eversource EnergyES
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 890 institutions reported holding Eversource Energy (ES) in their 13F filings, up 16 from Q4 2024. 104 opened new positions and 89 sold out. The largest holders were Vanguard Group Inc. ($2.8B), BlackRock, Inc. ($2.4B) and State Street Corp. ($1.7B). 8 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Eversource Energy
- Sector
- Utilities
- CUSIP
- 30040W108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 104 | $222.3M |
| Exits | 89 | $197.8M |
All 13F filers, Q4 2024 → Q1 2025: 21,285,823 shares bought and 19,441,348 shares sold, net +1,844,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 890 holders
| Vanguard Group Inc. | 0.05% | Add +0.8% | 44,961,496 | $2.8B |
| BlackRock, Inc. | 0.05% | Add +1.7% | 39,409,702 | $2.4B |
| State Street Corp. | 0.07% | Add +1.0% | 26,877,216 | $1.7B |
| Wellington Management Group LLP | 0.21% | Add +4.5% | 17,209,804 | $1.1B |
| FMR LLC | 0.04% | Add +47.1% | 10,817,948 | $671.9M |
| Geode Capital Management, LLC | 0.04% | Reduce -5.2% | 9,061,453 | $561.0M |
| Magellan Asset Management Ltd | 5.19% | Add +6.2% | 6,876,343 | $427.1M |
| Amundi | 0.15% | Reduce -0.1% | 6,478,568 | $401.2M |
| Invesco Ltd. | 0.07% | Add +0.5% | 6,036,393 | $374.9M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -40.7% | 5,886,886 | $365.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +3.4% | 5,702,415 | $354.2M |
| Morgan Stanley | 0.02% | Add +5.0% | 5,417,889 | $336.5M |
| Legal & General Group Plc | 0.09% | Add +3.2% | 5,273,534 | $327.5M |
| Nuveen, LLC | 0.09% | — | 4,606,824 | $286.1M |
| Northern Trust Corp. | 0.04% | Add +6.5% | 3,939,023 | $244.7M |
| American Century Companies Inc. | 0.15% | Reduce -17.1% | 3,821,997 | $237.4M |
| Norges Bank | 0.03% | Add +8.2% | 3,556,103 | $220.9M |
| UBS Group AG | 0.05% | Add +17.5% | 3,472,155 | $215.7M |
| Public Sector Pension Investment Board | 0.92% | Add +0.1% | 3,423,589 | $212.6M |
| ProShare Advisors LLC | 0.43% | Add +3631.7% | 3,092,765 | $192.1M |
| HSBC Holdings PLC | 0.12% | Add +8.2% | 2,941,824 | $182.2M |
| Bank of New York Mellon Corp | 0.03% | Reduce -6.8% | 2,525,756 | $156.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.38% | Reduce -32.6% | 2,321,214 | $144.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -33.9% | 2,244,744 | $139.4M |
| Royal Bank of Canada | 0.03% | Reduce -7.2% | 2,229,459 | $138.5M |
| Franklin Resources Inc. | 0.04% | Reduce -12.7% | 2,117,745 | $131.5M |
| Bank of America Corp. | 0.01% | Add +34.6% | 2,028,829 | $126.0M |
| JPMorgan Chase & Co. | 0.01% | Add +28.2% | 2,012,036 | $125.0M |
| Nordea Investment Management AB | 0.11% | Reduce -3.4% | 1,676,454 | $104.0M |
| California Public Employees Retirement System | 0.07% | Reduce -0.2% | 1,642,464 | $102.0M |
| Deutsche Bank AG | 0.04% | Reduce -0.6% | 1,573,875 | $97.8M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.3% | 1,492,297 | $92.7M |
| First Trust Advisors LP | 0.08% | Add +4.0% | 1,376,339 | $85.5M |
| M&G PLC | 0.54% | Reduce -11.1% | 1,325,398 | $82.2M |
| Caisse de depot et placement du Quebec | 0.17% | Reduce -5.0% | 1,290,790 | $80.2M |
| Barclays PLC | 0.03% | Add +7.3% | 1,224,422 | $76.0M |
| Mackenzie Financial Corp. | 0.11% | Add +1.3% | 1,195,703 | $74.3M |
| Empower Advisory Group, LLC | 0.23% | Add +4.6% | 1,153,566 | $71.6M |
| California State Teachers Retirement System | 0.09% | Reduce -0.3% | 1,107,718 | $68.8M |
| NFJ Investment Group, LLC | 2.25% | Reduce -1.0% | 1,075,943 | $66.8M |
| Macquarie Group Ltd. | 0.08% | Reduce -5.8% | 1,062,101 | $66.0M |
| Swiss National Bank | 0.05% | Add +2.4% | 1,033,333 | $64.2M |
| Boston Trust Walden Corp | 0.45% | Reduce -1.1% | 990,619 | $61.5M |
| Vest Financial, LLC | 0.94% | New | 970,416 | $60.3M |
| Wells Fargo & Company | 0.01% | Reduce -8.7% | 966,338 | $60.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Add +12.3% | 924,527 | $57.4M |
| Nomura Asset Management Co. Ltd. | 0.17% | Add +272.6% | 900,463 | $55.9M |
| BNP Paribas Financial Markets | 0.04% | Reduce -5.5% | 899,352 | $55.9M |
| Voloridge Investment Management, LLC | 0.19% | Add +43.2% | 847,195 | $52.6M |
| Aviva PLC | 0.12% | Add +17.1% | 825,266 | $51.3M |
| Gabelli Funds LLC | 0.39% | Reduce -2.0% | 812,950 | $50.5M |
| Rhumbline Advisers | 0.05% | Add +6.3% | 781,176 | $48.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.04% | Add +39.0% | 762,875 | $47.4M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -4.8% | 735,720 | $45.7M |
| New York State Common Retirement Fund | 0.06% | Add +12.7% | 710,560 | $44.1M |
| Old Republic International Corp. | 1.70% | Add +9.3% | 703,933 | $43.7M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.26% | Add +3.0% | 700,195 | $43.5M |
| Aberdeen Group plc | 0.08% | Add +2.6% | 681,267 | $42.0M |
| CANADA LIFE ASSURANCE Co | 0.07% | Add +4.0% | 666,500 | $41.5M |
| Arrowstreet Capital, Limited Partnership | 0.03% | New | 657,483 | $40.8M |
| Canada Pension Plan Investment Board | 0.04% | No change | 646,334 | $40.1M |
| Swedbank AB | 0.05% | Add +6.9% | 592,971 | $36.8M |
| Bank of Montreal | 0.02% | Reduce -9.3% | 592,776 | $36.8M |
| Russell Investments Group, Ltd. | 0.05% | Reduce -27.3% | 566,329 | $35.2M |
| National Pension Service | 0.03% | Add +9.9% | 528,981 | $32.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.8% | 523,932 | $32.5M |
| Swiss Life Asset Management Ltd | 0.22% | Reduce -1.5% | 486,191 | $30.2M |
| Millennium Management | 0.03% | Reduce -36.5% | 482,744 | $30.0M |
| Retirement Systems of Alabama | 0.12% | Reduce -1.1% | 477,146 | $29.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.4% | 476,607 | $29.6M |
| Aventail Capital Group, LP | 1.45% | Add +630.9% | 471,196 | $29.3M |
| Stifel Financial Corp. | 0.03% | Add +94.2% | 464,402 | $28.8M |
| Royal London Asset Management Ltd. | 0.07% | Reduce -1.8% | 455,922 | $28.3M |
| Victory Capital Management Inc. | 0.03% | Add +106.9% | 446,122 | $27.7M |
| Man Group plc | 0.08% | Reduce -36.0% | 439,224 | $27.3M |
| Principal Financial Group Inc. | 0.02% | Add +3.5% | 433,004 | $26.9M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.9% | 426,265 | $26.5M |
| Baillie Gifford & Co. | 0.02% | Reduce -8.1% | 417,379 | $25.9M |
| Alps Advisors Inc. | 0.14% | Reduce -3.3% | 393,533 | $24.4M |
| AXA S.A. | 0.08% | Add +18.1% | 390,075 | $24.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.05% | Add +1.5% | 388,610 | $24.1M |
| Citigroup Inc. | 0.02% | Add +29.9% | 370,798 | $23.0M |
| Focus Partners Wealth | 0.06% | Reduce -15.9% | 368,998 | $22.9M |
| LPL Financial LLC | 0.01% | Add +40.5% | 367,079 | $22.8M |
| KLP Kapitalforvaltning As | 0.11% | Add +3.1% | 366,593 | $22.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.1% | 339,584 | $21.1M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +0.2% | 337,018 | $20.9M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Reduce -43.5% | 334,734 | $20.8M |
| Maryland State Retirement & Pension System | 0.48% | Add +1.9% | 327,788 | $20.4M |
| New York State Teachers Retirement System | 0.04% | Add +6.5% | 312,550 | $19.4M |
| Act Two Investors LLC | 4.04% | New | 307,129 | $19.1M |
| Duff & Phelps Investment Management Co. | 0.22% | Reduce -58.4% | 303,840 | $18.9M |
| Danske Bank A/S | 0.06% | Reduce -11.9% | 297,314 | $18.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.05% | Reduce -18.8% | 294,747 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -22.4% | 292,674 | $18.2M |
| Los Angeles Capital Management LLC | 0.08% | Reduce -21.9% | 291,945 | $18.1M |
| KBC Group NV | 0.06% | Reduce -8.7% | 291,186 | $18.1M |
| AQR Capital Management | 0.02% | Reduce -32.9% | 285,825 | $17.6M |
| National Bank of Canada | 0.02% | Add +4.6% | 281,151 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.6% | 279,541 | $17.4M |
"% of holder's portfolio" is ES's weight in each manager's 13F, not the share of Eversource Energy the manager owns.