Eversource EnergyES

13F holders, Q1 2025 (March 31)
890holders +16
104new positions
89sold out
8famous investors
$62.09avg. 13F price*

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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions104$222.3M
Exits89$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.

Show all 890 holders