Eversource EnergyES

13F holders, Q2 2025 (June 30)
932holders +42
116new positions
78sold out
7famous investors
$63.61avg. 13F price*

At the end of Q2 2025, 932 institutions reported holding Eversource Energy (ES) in their 13F filings, up 42 from Q1 2025. 116 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($2.9B), BlackRock, Inc. ($2.5B) and State Street Corp. ($1.7B). 7 famous investors held it, including Israel Englander (0.2% of Millennium Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Steve Cohen (0.1% of Point72 Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions116$222.5M
Exits78$113.9M

All 13F filers, Q1 2025 → Q2 2025: 33,911,657 shares bought and 27,619,862 shares sold, net +6,291,795 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 932 holders

Vanguard Group Inc. 0.05% Add +1.5% 45,652,661 $2.9B
BlackRock, Inc. 0.05% Reduce -0.8% 39,093,095 $2.5B
State Street Corp. 0.07% Add +1.7% 27,343,038 $1.7B
FMR LLC 0.04% Add +1.1% 10,939,351 $696.0M
Geode Capital Management, LLC 0.04% Add +2.3% 9,273,415 $587.4M
Magellan Asset Management Ltd 5.06% Add +1.1% 6,952,127 $442.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.08% Add +15.3% 6,575,737 $418.3M
Morgan Stanley 0.03% Add +15.3% 6,244,110 $397.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -0.3% 5,872,437 $373.6M
Victory Capital Management Inc. 0.23% Add +1109.3% 5,395,173 $345.5M
Invesco Ltd. 0.06% Reduce -11.1% 5,366,994 $341.4M
Legal & General Group Plc 0.08% Reduce -4.7% 5,025,034 $319.7M
Nuveen, LLC 0.08% Add +1.7% 4,684,403 $298.0M
Zimmer Partners, LP 6.37% Add +4989.3% 4,371,700 $278.1M
Wellington Management Group LLP 0.05% Reduce -74.7% 4,347,464 $276.6M
Norges Bank 0.03% Add +21.4% 4,318,516 $274.7M
American Century Companies Inc. 0.14% Add +8.0% 4,126,550 $262.5M
UBS Group AG 0.05% Add +14.8% 3,984,309 $253.5M
Northern Trust Corp. 0.03% Reduce -7.4% 3,647,505 $232.1M
Public Sector Pension Investment Board 0.92% Reduce -0.7% 3,401,000 $216.4M
HSBC Holdings PLC 0.12% Add +2.4% 3,013,674 $191.8M
Millennium Management 0.17% Add +512.9% 2,958,544 $188.2M
ProShare Advisors LLC 0.36% Reduce -8.7% 2,824,331 $179.7M
Lazard Asset Management LLC 0.26% Add +43905.7% 2,692,707 $171.3M
Goldman Sachs Group Inc. 0.03% Add +16.5% 2,614,748 $166.4M
Pictet Asset Management Holding SA 0.16% Add +907.9% 2,471,759 $157.3M
Bank of New York Mellon Corp 0.03% Reduce -3.7% 2,431,248 $154.7M
Mitsubishi UFJ Trust & Banking Corp 0.34% Reduce -1.2% 2,293,579 $145.9M
Royal Bank of Canada 0.03% Add +2.7% 2,288,740 $145.6M
First Trust Advisors LP 0.11% Add +50.7% 2,074,159 $132.0M
Amundi 0.04% Reduce -70.9% 1,886,942 $121.6M
Franklin Resources Inc. 0.03% Reduce -16.3% 1,771,696 $112.7M
Bank of America Corp. 0.01% Reduce -12.7% 1,771,145 $112.7M
Dimensional Fund Advisors LP 0.02% Add +12.4% 1,677,667 $106.7M
Nordea Investment Management AB 0.10% Reduce -3.2% 1,623,363 $104.2M
Deutsche Bank AG 0.04% Reduce -1.6% 1,549,255 $98.6M
Barclays PLC 0.04% Add +19.4% 1,461,977 $93.0M
California Public Employees Retirement System 0.06% Reduce -12.8% 1,431,892 $91.1M
JPMorgan Chase & Co. 0.01% Reduce -30.8% 1,391,874 $88.6M
Empower Advisory Group, LLC 0.24% Add +8.2% 1,248,537 $79.4M
Macquarie Group Ltd. 0.09% Add +6.4% 1,129,685 $71.9M
Covalis Capital LLP 9.02% New 1,121,926 $71.4M
Swiss National Bank 0.04% Add +7.5% 1,111,133 $70.7M
Panagora Asset Management Inc. 0.32% Add +310.1% 1,110,122 $70.6M
M&G PLC 0.39% Reduce -19.8% 1,063,244 $68.0M
California State Teachers Retirement System 0.07% Reduce -4.4% 1,059,172 $67.4M
Man Group plc 0.14% Add +131.7% 1,017,454 $64.7M
NFJ Investment Group, LLC 2.25% Reduce -5.8% 1,013,055 $64.5M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +4.3% 964,270 $61.3M
Boston Trust Walden Corp 0.43% Reduce -3.4% 957,132 $60.9M
Vest Financial, LLC 0.83% Reduce -5.0% 921,600 $58.6M
Mackenzie Financial Corp. 0.07% Reduce -24.6% 901,853 $57.4M
Wells Fargo & Company 0.01% Reduce -6.8% 900,485 $57.3M
Adage Capital Partners Gp, L.L.C. 0.10% Add +168.6% 899,034 $57.2M
Caisse de depot et placement du Quebec 0.12% Reduce -32.3% 873,490 $55.6M
Nomura Asset Management Co. Ltd. 0.15% Reduce -3.8% 866,007 $55.1M
Rhumbline Advisers 0.04% Add +2.2% 798,691 $50.8M
Gabelli Funds LLC 0.37% Reduce -2.0% 796,250 $50.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +3.2% 787,333 $50.1M
Aberdeen Group plc 0.08% Add +12.0% 762,881 $48.5M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.9% 728,835 $46.4M
CANADA LIFE ASSURANCE Co 0.07% Add +8.5% 722,886 $46.1M
New York State Common Retirement Fund 0.06% Add +0.6% 714,560 $45.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +1.0% 707,289 $45.0M
Old Republic International Corp. 1.76% No change 703,933 $44.8M
Swedbank AB 0.05% Add +9.8% 651,091 $41.4M
Canada Pension Plan Investment Board 0.04% No change 646,334 $41.1M
Arrowstreet Capital, Limited Partnership 0.03% Reduce -3.4% 635,379 $40.4M
BNP Paribas Financial Markets 0.03% Reduce -34.4% 590,047 $37.5M
Verition Fund Management LLC 0.22% Add +414.5% 585,436 $37.2M
Aventail Capital Group, LP 1.65% Add +23.6% 582,353 $37.0M
Russell Investments Group, Ltd. 0.05% Add +0.1% 566,744 $36.1M
Swiss Life Asset Management Ltd 0.21% Add +9.9% 534,528 $34.0M
National Pension Service 0.03% Add +0.7% 532,793 $33.9M
T. Rowe Price Associates Inc. 0.00% Add +1.0% 529,278 $33.7M
Marshall Wace, LLP 0.04% Add +1243.5% 523,480 $33.3M
Aviva PLC 0.07% Reduce -37.0% 520,001 $33.1M
Alliancebernstein L.P. 0.01% Add +8.3% 516,242 $32.8M
Bank of Montreal 0.02% Reduce -13.8% 510,810 $32.5M
Stifel Financial Corp. 0.03% Add +5.1% 487,921 $31.0M
Retirement Systems of Alabama 0.11% Reduce -1.4% 470,218 $29.9M
Susquehanna Portfolio Strategies, LLC 0.61% New 441,860 $28.1M
Renaissance Technologies 0.04% Add +144.2% 437,980 $27.9M
Act Two Investors LLC 5.68% Add +42.3% 437,012 $27.8M
Royal London Asset Management Ltd. 0.06% Reduce -6.1% 427,925 $27.2M
Principal Financial Group Inc. 0.01% Reduce -3.1% 419,523 $26.7M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +7.9% 419,251 $26.7M
LPL Financial LLC 0.01% Add +13.7% 417,262 $26.5M
Envestnet Asset Management Inc. 0.01% Add +38.0% 403,870 $25.7M
Point72 Asset Management 0.06% New 397,006 $25.3M
Robeco Institutional Asset Management B.V. 0.04% Add +42.0% 392,094 $24.9M
KLP Kapitalforvaltning As 0.11% Add +4.8% 383,993 $24.4M
Allianz Asset Management GmbH 0.03% Add +244.5% 373,788 $23.8M
Alps Advisors Inc. 0.13% Reduce -6.7% 367,058 $23.4M
LSV Asset Management 0.05% Add +135.7% 363,014 $23.1M
Raymond James Financial Inc. 0.01% Add +3.9% 352,874 $22.4M
AQR Capital Management 0.02% Add +22.9% 351,230 $22.3M
Maryland State Retirement & Pension System 0.49% Add +6.5% 348,939 $22.2M
Danske Bank A/S 0.06% Add +17.3% 348,637 $22.2M
State Board of Administration of Florida Retirement System 0.04% Add +1.9% 343,468 $21.9M

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

Show all 932 holders