EVERSOURCE ENERGY ES
$74.44
+3.1% 52w: $60.11 – $74.53
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data60.1167.3274.53
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.1K
+39 QoQ
13F value
$21.69B
+0.2% QoQ
Smart-money holders
38
signal tier ≥ 2
New smart buyers
7
Q1 2026
Options barometer
0.3×
$3.98B calls / $14.80B puts
Institutional value by quarter
Number of holders
Who owns ES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 42.1M | $2.92B | 0.1% | -1.3% |
| STATE STREET CORP | Index provider | 28.2M | $1.95B | 0.1% | +0.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 24.4M | $1.69B | — | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 20.0M | $1.39B | — | — |
| FMR LLC | Long only active | 12.8M | $886.6M | 0.0% | +9.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 11.3M | $780.3M | — | +17.3% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 7.3M | $507.0M | 0.3% | -23.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 6.5M | $452.6M | 0.1% | +6.5% |
| Magellan Asset Management Ltd ★2 | Fundamental diversified | 6.2M | $428.3M | — | -11.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 5.9M | $407.9M | — | +0.7% |
| MORGAN STANLEY | Bank broker | 5.9M | $407.7M | 0.0% | +0.1% |
| Invesco Ltd. | Index provider | 5.5M | $379.2M | 0.0% | +8.0% |
| Legal & General Group Plc | Diversified mechanical | 4.9M | $338.7M | 0.1% | -3.7% |
| Nuveen, LLC | Diversified mechanical | 4.6M | $319.7M | 0.1% | +3.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 4.0M | $275.1M | 0.0% | +15.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 3.9M | $269.2M | 0.1% | +105.4% |
| HSBC HOLDINGS PLC | Bank broker | 3.7M | $252.9M | 0.2% | -46.8% |
| NORTHERN TRUST CORP | Index provider | 3.6M | $251.1M | 0.0% | +0.7% |
| Zimmer Partners, LP ★2 | Fundamental diversified | 3.3M | $231.6M | — | -13.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 3.0M | $208.2M | 0.0% | +6.0% |
| ROYAL BANK OF CANADA | Bank broker | 2.8M | $191.1M | 0.0% | +2.1% |
| ProShare Advisors LLC | Index provider | 2.4M | $167.4M | — | +6.3% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 2.4M | $164.6M | 0.0% | -26.7% |
| Amundi | Diversified mechanical | 2.3M | $159.5M | 0.0% | -3.3% |
| FRANKLIN RESOURCES INC | Long only active | 2.3M | $156.7M | 0.0% | +52.3% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 2.2M | $152.3M | — | -6.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 2.1M | $146.2M | — | — |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.1M | $145.0M | — | +5.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.9M | $135.0M | — | +165.3% |
| FIRST TRUST ADVISORS LP | Index provider | 1.9M | $132.4M | 0.1% | -0.2% |
| UBS Group AG | Bank broker | 1.9M | $130.6M | 0.0% | -18.4% |
| JPMORGAN CHASE & CO | Bank broker | 1.7M | $114.7M | 0.0% | +14.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.6M | $109.7M | 0.0% | -2.6% |
| DEUTSCHE BANK AG\ | Bank broker | 1.5M | $105.1M | 0.0% | -71.6% |
| LSV ASSET MANAGEMENT | Other | 1.5M | $105.0M | — | -2.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $97.4M | 0.0% | +42.9% |
| COHEN & STEERS, INC. | Other | 1.3M | $93.2M | 0.2% | -13.6% |
| Robeco Institutional Asset Management B.V. | Other | 1.3M | $91.0M | — | -5.9% |
| Empower Advisory Group, LLC | Wealth advisor | 1.3M | $88.4M | 0.2% | +2.7% |
| Allianz Asset Management GmbH | Diversified mechanical | 1.1M | $79.0M | 0.1% | +1033.3% |
| BARCLAYS PLC | Bank broker | 1.1M | $78.6M | 0.0% | +14.0% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 1.1M | $78.0M | 0.1% | +16.9% |
| Swiss National Bank | Index provider | 1.1M | $76.3M | — | +8.3% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 1.0M | $71.6M | 0.1% | +573.9% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 1.0M | $70.3M | — | -13.6% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | Pension sovereign | 1.0M | $70.0M | — | -1.3% |
| California Public Employees Retirement System | Pension sovereign | 990.2K | $68.6M | — | -1.6% |
| Man Group plc | Quant stat arb | 952.6K | $66.0M | — | -32.8% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 926.2K | $64.2M | 0.0% | +29.9% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 913.6K | $63.3M | — | +6.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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Top funds holding ES
BlackRock, Inc.STATE STREET CORPVANGUARD CAPITAL MANAGEMENT LLCVANGUARD PORTFOLIO MANAGEMENT LLCFMR LLCGEODE CAPITAL MANAGEMENT, LLCVICTORY CAPITAL MANAGEMENT INCUBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCMagellan Asset Management LtdCHARLES SCHWAB INVESTMENT MANAGEMENT INC
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