Eversource EnergyES

13F holders, Q4 2025 (December 31)
1,031holders +41
87new positions
76sold out
7famous investors
$67.33avg. 13F price*

At the end of Q4 2025, 1,031 institutions reported holding Eversource Energy (ES) in their 13F filings, up 41 from Q3 2025. 87 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($3.2B), BlackRock, Inc. ($2.9B) and State Street Corp. ($1.9B). 7 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ken Griffin (0.1% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions87$247.9M
Exits76$181.4M

All 13F filers, Q3 2025 → Q4 2025: 23,634,939 shares bought and 21,242,653 shares sold, net +2,392,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,031 holders

Vanguard Group Inc. 0.05% Add +1.5% 47,512,198 $3.2B
BlackRock, Inc. 0.05% Add +4.8% 42,716,682 $2.9B
State Street Corp. 0.06% Add +4.7% 28,013,053 $1.9B
FMR LLC 0.04% Add +9.1% 11,708,770 $788.4M
Geode Capital Management, LLC 0.04% Add +2.1% 9,635,907 $646.2M
Victory Capital Management Inc. 0.37% Add +61.8% 9,546,217 $642.7M
Magellan Asset Management Ltd 5.72% Reduce -5.6% 6,989,415 $470.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -0.2% 6,133,122 $412.9M
Morgan Stanley 0.02% Add +4.2% 5,879,604 $395.9M
Charles Schwab Investment Management Inc. 0.06% Reduce -0.7% 5,833,314 $392.8M
Deutsche Bank AG 0.12% Add +78.1% 5,341,986 $359.7M
Legal & General Group Plc 0.08% Reduce -0.3% 5,075,915 $341.8M
Invesco Ltd. 0.03% Reduce -1.3% 5,065,733 $341.1M
Norges Bank 0.03% — 4,812,589 $324.0M
Nuveen, LLC 0.08% Reduce -2.6% 4,445,608 $299.3M
Zimmer Partners, LP 6.82% Add +2.4% 3,843,997 $258.8M
Northern Trust Corp. 0.03% Reduce -0.4% 3,599,218 $242.3M
Goldman Sachs Group Inc. 0.03% Reduce -7.7% 3,452,585 $232.5M
HSBC Holdings PLC 0.13% Reduce -1.0% 3,439,877 $231.6M
Wellington Management Group LLP 0.04% Add +28.2% 3,241,896 $218.3M
Bank of New York Mellon Corp 0.03% Add +11.3% 2,833,876 $190.8M
Royal Bank of Canada 0.03% Reduce -14.3% 2,700,343 $181.8M
Amundi 0.05% Add +2.5% 2,380,030 $160.2M
American Century Companies Inc. 0.08% Reduce -20.7% 2,350,545 $158.3M
UBS Group AG 0.03% Reduce -39.6% 2,311,084 $155.6M
ProShare Advisors LLC 0.27% Reduce -13.1% 2,272,859 $153.0M
Dimensional Fund Advisors LP 0.03% Add +0.7% 1,986,183 $133.7M
AQR Capital Management 0.07% Add +6.7% 1,920,558 $129.3M
First Trust Advisors LP 0.09% Reduce -7.3% 1,914,857 $128.9M
Citadel Advisors 0.08% Add +39.0% 1,790,033 $120.5M
Mitsubishi UFJ Trust & Banking Corp 0.28% Reduce -16.8% 1,734,168 $116.8M
Bank of America Corp. 0.01% Add +5.4% 1,625,298 $109.4M
Cohen & Steers, Inc. 0.19% New 1,557,233 $104.8M
LSV Asset Management 0.23% Reduce -1.3% 1,546,593 $104.1M
Franklin Resources Inc. 0.02% Reduce -16.2% 1,485,524 $100.0M
JPMorgan Chase & Co. 0.01% Reduce -18.8% 1,459,216 $98.2M
Man Group plc 0.19% Reduce -6.9% 1,416,881 $95.4M
Robeco Institutional Asset Management B.V. 0.13% Add +89.2% 1,395,106 $93.9M
Empower Advisory Group, LLC 0.23% Reduce -0.5% 1,242,854 $83.7M
Nordea Investment Management AB 0.07% Reduce -21.4% 1,192,168 $80.3M
Covalis Capital LLP 6.00% Add +518.5% 1,141,017 $76.8M
California State Teachers Retirement System 0.07% Reduce -4.0% 1,022,821 $68.9M
Swiss National Bank 0.04% Reduce -4.0% 1,016,933 $68.5M
Russell Investments Group, Ltd. 0.07% Reduce -4.8% 1,009,996 $68.0M
California Public Employees Retirement System 0.04% Reduce -14.4% 1,006,305 $67.8M
Barclays PLC 0.03% Reduce -31.2% 994,966 $67.0M
Wells Fargo & Company 0.01% Add +10.5% 983,716 $66.2M
Mackenzie Financial Corp. 0.08% Add +5.4% 963,022 $64.9M
Brookfield Corp 0.08% New 949,925 $64.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -3.5% 934,026 $62.9M
M&G PLC 0.32% Reduce -9.5% 881,936 $59.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +4.5% 854,300 $58.1M
Aventail Capital Group, LP 3.30% Reduce -37.7% 851,699 $57.3M
Brandywine Global Investment Management, LLC 0.38% Add +4.6% 829,120 $55.8M
Los Angeles Capital Management LLC 0.18% Reduce -8.5% 734,480 $54.2M
Aberdeen Group plc 0.08% Reduce -0.7% 800,328 $53.9M
CANADA LIFE ASSURANCE Co 0.09% Reduce -9.9% 789,040 $53.2M
Worldquant Millennium Advisors LLC 0.20% Add +2288.4% 780,134 $52.5M
Gabelli Funds LLC 0.36% Reduce -0.7% 771,000 $51.9M
Rhumbline Advisers 0.04% Reduce -3.8% 758,874 $51.1M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.1% 752,659 $50.7M
Canada Pension Plan Investment Board 0.03% Reduce -4.1% 712,861 $48.0M
Nomura Asset Management Co. Ltd. 0.12% Reduce -11.7% 708,580 $47.7M
Old Republic International Corp. 1.91% No change 703,933 $47.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.24% Add +0.7% 698,616 $47.0M
New York State Common Retirement Fund 0.06% Add +0.0% 686,706 $46.2M
Vest Financial, LLC 0.58% Reduce -18.3% 674,603 $45.4M
Boston Trust Walden Corp 0.34% Reduce -5.0% 669,728 $45.1M
Swedbank AB 0.04% Add +0.1% 663,186 $44.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% Add +76.9% 658,857 $44.4M
Quantinno Capital Management LP 0.09% Add +54.1% 656,197 $44.2M
BNP Paribas Financial Markets 0.03% Add +24.9% 624,882 $42.1M
Duff & Phelps Investment Management Co. 0.46% Add +23.2% 607,620 $40.9M
Aviva PLC 0.07% Add +5.0% 603,605 $40.6M
National Pension Service 0.03% Add +5.1% 573,073 $38.6M
Alliancebernstein L.P. 0.01% Add +21.2% 551,224 $37.1M
T. Rowe Price Associates Inc. 0.00% Add +0.7% 536,242 $36.1M
Bank of Montreal 0.01% Reduce -5.2% 512,959 $34.5M
LPL Financial LLC 0.01% Add +11.1% 499,212 $33.6M
Retirement Systems of Alabama 0.10% Add +0.1% 471,199 $31.7M
Vontobel Holding Ltd. 0.10% Add +663.8% 470,745 $31.7M
Stifel Financial Corp. 0.03% Reduce -2.1% 452,715 $30.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +3.5% 443,028 $29.8M
KBC Group NV 0.07% Add +5.8% 437,092 $29.4M
Principal Financial Group Inc. 0.01% Add +3.5% 433,416 $29.2M
Citigroup Inc. 0.02% Add +54.4% 425,269 $28.6M
Act Two Investors LLC 5.15% Add +1.2% 425,104 $28.6M
Royal London Asset Management Ltd. 0.06% Reduce -3.4% 403,108 $27.1M
Korea Investment CORP 0.05% Add +9.2% 402,462 $27.1M
Pictet Asset Management Holding SA 0.03% Reduce -72.0% 391,315 $26.3M
Alps Advisors Inc. 0.15% Reduce -0.4% 385,213 $25.9M
Swiss Life Asset Management Ltd 0.13% Reduce -25.9% 381,854 $25.7M
Maryland State Retirement & Pension System 0.52% Add +2.9% 372,192 $25.1M
Danske Bank A/S 0.06% Add +10.1% 361,920 $24.4M
Bank of Nova Scotia 0.04% Add +379.3% 353,430 $23.8M
Adage Capital Partners Gp, L.L.C. 0.03% Reduce -73.4% 338,734 $22.8M
HighTower Advisors, LLC 0.02% Add +10.7% 325,693 $21.9M
New York State Teachers Retirement System 0.04% Add +3.0% 322,526 $21.7M
KLP Kapitalforvaltning As 0.08% Reduce -17.1% 320,193 $21.6M
Raymond James Financial Inc. 0.01% Reduce -16.6% 319,857 $21.5M

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

Show all 1,031 holders