Who owns Eversource Energy (ES)
Which tracked institutional funds hold ES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ES company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
263 tracked funds added or opened ES while 155 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ES’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ES more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1056 tracked filers holding ES, 590 increased or opened the position and 467 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ES between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 36
- Bridgewater Associates, LP$86M
- Electron Capital Partners, LLC$37M
- Jefferies Financial Group Inc.$24M
- Beck Bode, LLC$20M
- Aware Super Pty Ltd as trustee of Aware Super$20M
- Verition Fund Management LLC$16M
Full exits 76
- Amundi$159M
- LSV ASSET MANAGEMENT$105M
- COHEN & STEERS, INC.$93M
- CANADA LIFE ASSURANCE Co$55M
- OLD REPUBLIC INTERNATIONAL CORP$49M
- KBC Group NV$31M
Largest adds
- BlackRock, Inc.$795M
- AQR CAPITAL MANAGEMENT LLC$503M
- DEUTSCHE BANK AG\$206M
- VICTORY CAPITAL MANAGEMENT INC$111M
- STATE STREET CORP$107M
- ONTARIO TEACHERS PENSION PLAN BOARD$102M
Largest trims
- FMR LLC$196M
- Magellan Asset Management Ltd$180M
- WELLINGTON MANAGEMENT GROUP LLP$163M
- NORDEA INVESTMENT MANAGEMENT AB$65M
- AMERICAN CENTURY COMPANIES INC$61M
- LOS ANGELES CAPITAL MANAGEMENT LLC$50M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 42,706,691 | $3.1B | 14.8% | 2026-Q2 |
| STATE STREET CORP added | 28,475,822 | $2.1B | 9.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 24,543,557 | $1.8B | 8.5% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 20,234,827 | $1.5B | 7.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 11,541,887 | $831M | 4.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 10,684,244 | $772M | 3.7% | 2026-Q2 |
| FMR LLC trimmed | 9,557,924 | $691M | 3.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 8,553,991 | $618M | 3.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 6,620,413 | $478M | 2.3% | 2026-Q2 |
| Invesco Ltd. added | 6,056,927 | $438M | 2.1% | 2026-Q2 |
| MORGAN STANLEY added | 6,038,233 | $436M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,889,452 | $426M | 2.0% | 2026-Q2 |
| Nuveen, LLC added | 5,153,479 | $372M | 1.8% | 2026-Q2 |
| Legal & General Group Plc added | 4,970,456 | $359M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,571,895 | $330M | 1.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 4,310,891 | $312M | 1.5% | 2026-Q2 |
| NORGES BANK added | 4,257,095 | $308M | 1.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 3,759,955 | $272M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,718,094 | $269M | 1.3% | 2026-Q2 |
| Magellan Asset Management Ltd trimmed | 3,437,065 | $248M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,099,703 | $224M | 1.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,703,829 | $195M | 0.9% | 2026-Q2 |
| Zimmer Partners, LP trimmed | 2,691,701 | $195M | 0.9% | 2026-Q2 |
| ProShare Advisors LLC added | 2,523,412 | $182M | 0.9% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,271,875 | $164M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,112,178 | $153M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,066,768 | $149M | 0.7% | 2026-Q2 |
| UBS Group AG added | 2,023,242 | $146M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,969,146 | $142M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,877,845 | $139M | 0.7% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,527,855 | $110M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,487,715 | $108M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,467,807 | $106M | 0.5% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD added | 1,437,437 | $104M | 0.5% | 2026-Q2 |
| Empower Advisory Group, LLC added | 1,301,909 | $94M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,268,647 | $92M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP new | 1,195,140 | $86M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,186,578 | $88M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC trimmed | 1,179,781 | $85M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 1,149,543 | $83M | 0.4% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 1,138,879 | $79M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,096,271 | $79M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,074,021 | $78M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 1,060,033 | $77M | 0.4% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 982,349 | $71M | 0.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 970,366 | $70M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 909,268 | $66M | 0.3% | 2026-Q2 |
| Aberdeen Group plc added | 872,259 | $63M | 0.3% | 2026-Q2 |
| M&G PLC trimmed | 865,942 | $62M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 864,485 | $62M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 854,881 | $62M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 827,038 | $60M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 814,809 | $59M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 809,250 | $58M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 791,436 | $57M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 791,008 | $57M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 760,110 | $55M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 751,287 | $54M | 0.3% | 2026-Q2 |
| Swedbank AB added | 747,672 | $54M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 736,012 | $53M | 0.3% | 2026-Q2 |
| National Pension Service added | 729,627 | $53M | 0.3% | 2026-Q2 |
| Vest Financial, LLC added | 726,705 | $53M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 688,350 | $50M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 663,180 | $48M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 637,760 | $46M | 0.2% | 2026-Q2 |
| AVIVA PLC added | 627,307 | $45M | 0.2% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed | 598,567 | $43M | 0.2% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 595,400 | $43M | 0.2% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 594,733 | $43M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 575,878 | $42M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 561,940 | $41M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 546,300 | $39M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 539,023 | $39M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 537,372 | $39M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 526,106 | $38M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 522,622 | $38M | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. added | 511,826 | $37M | 0.2% | 2026-Q2 |
| Electron Capital Partners, LLC new | 507,164 | $37M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 496,580 | $36M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 492,896 | $36M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 470,390 | $34M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 459,749 | $33M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 456,830 | $33M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 453,705 | $33M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 443,297 | $32M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 441,320 | $32M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 432,718 | $31M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 428,190 | $31M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 427,312 | $30M | 0.1% | 2026-Q2 |
| Arbejdsmarkedets Tillaegspension added | 401,800 | $29M | 0.1% | 2026-Q2 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 399,707 | $29M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S added | 395,466 | $29M | 0.1% | 2026-Q2 |
| Swiss Life Asset Management Ltd trimmed | 388,873 | $28M | 0.1% | 2026-Q2 |
| Maryland State Retirement & Pension System added | 377,225 | $27M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 375,381 | $27M | 0.1% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 352,400 | $25M | 0.1% | 2026-Q2 |
| KLP KAPITALFORVALTNING AS added | 349,793 | $25M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 347,645 | $25M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 341,015 | $25M | 0.1% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 334,254 | $24M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.