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ES — EVERSOURCE ENERGY

Reported value held$13.27B
Funds holding (latest)50
SectorUtilities

Index member: S&P 500

Funds holding (Q2 2026)45
Institutional value$10.02B · 139.17M sh
New / Add / Cut / Exit3 / 31 / 9 / 1
Top-5 / Top-10 concentration58.1% / 76.7%
Institutional holdings change Accumulating +12.7% (+15.68M sh)
Institutional value change Up +17.7%

As of Q2 2026, 45 SEC-registered investment managers reported holding ES (EVERSOURCE ENERGY) in their latest 13F filings, with a combined reported value of $10.02B across 139.17M shares. That is +12.7% by share count (+15.68M shares) versus the previous quarter, while reported value moved +17.7%. Ownership is concentrated: the five largest holders account for 58.1% of reported value and the top ten for 76.7%.

Compared with the prior quarter, 3 opened new positions, 31 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

ES is a constituent of the S&P 500 and is classified in the Utilities sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 47.51M $3.20B 0.05% Add
BlackRock Inc history Q2 2026 42.71M $3.09B 0.05% Add
Geode Capital Management history Q2 2026 11.54M $831.24M 0.04% Add
AQR Capital Management history Q2 2026 10.68M $772.15M 0.27% Add
Fidelity Management & Research (FMR) history Q2 2026 9.56M $690.75M 0.03% Reduce
Invesco Ltd history Q2 2026 6.06M $437.73M 0.04% Add
Morgan Stanley history Q2 2026 6.04M $436.38M 0.02% Add
Charles Schwab Investment Management history Q2 2026 5.89M $425.63M 0.06% Hold
Legal & General Investment Management America history Q2 2026 4.97M $359.21M 0.07% Add
Goldman Sachs Group history Q2 2026 4.57M $330.41M 0.03% Add
Deutsche Bank AG history Q2 2026 4.31M $311.55M 0.10% Add
Norges Bank Investment Management history Q2 2026 4.26M $307.66M 0.03% Reduce
Northern Trust Corp history Q2 2026 3.72M $268.71M 0.03% Add
BNY Mellon history Q2 2026 3.10M $224.02M 0.04% Add
Amundi US history Q2 2026 2.37M $171.47M 0.04% Add
UBS Group AG history Q2 2026 2.02M $146.22M 0.02% Add
Franklin Resources history Q2 2026 1.97M $142.31M 0.03% Reduce
JPMorgan Chase & Co history Q2 2026 1.88M $138.53M 0.02% New
Wells Fargo & Co history Q2 2026 1.49M $107.52M 0.02% Add
Bank of America Corp history Q2 2026 1.47M $106.08M 0.01% Reduce

View all 50 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 38.08M 38.77M 39.41M 39.09M 40.77M 42.72M 42.14M 42.71M
Geode Capital Management 6.35M 6.54M 6.84M 7.09M 7.24M 7.42M 7.55M 7.80M 7.93M 8.09M 8.96M 8.77M 9.04M 9.56M 9.06M 9.27M 9.44M 9.64M 11.30M 11.54M
AQR Capital Management 266.51K 248.63K 248.54K 303.65K 426.27K 463.50K 731.50K 761.94K 332.09K 300.68K 94.20K 170.35K 718.28K 426.20K 285.82K 351.23K 1.80M 1.92M 3.94M 10.68M
Fidelity Management & Research (FMR) 187.98K 171.12K 205.52K 1.38M 1.71M 1.56M 766.76K 3.03M 3.59M 4.37M 6.84M 6.83M 7.02M 7.35M 10.82M 10.94M 10.73M 11.71M 12.80M 9.56M
Invesco Ltd 2.48M 2.63M 2.69M 2.83M 3.01M 3.13M 3.22M 3.32M 3.72M 2.88M 4.63M 4.97M 5.15M 6.00M 6.04M 5.37M 5.13M 5.07M 5.47M 6.06M
Morgan Stanley 1.66M 1.64M 1.65M 2.93M 3.11M 3.59M 3.59M 3.74M 4.46M 4.43M 4.86M 4.77M 5.34M 5.16M 5.42M 6.24M 5.64M 5.88M 5.89M 6.04M
Charles Schwab Investment Management 6.12M 6.22M 6.38M 6.39M 6.47M 6.57M 6.72M 7.16M 7.30M 7.65M 8.47M 9.73M 9.71M 9.93M 5.89M 5.87M 5.87M 5.83M 5.87M 5.89M
Legal & General Investment Management America 5.02M 5.05M 5.05M 4.94M 5.56M 5.63M 6.31M 6.47M 6.63M 6.78M 6.71M 6.21M 6.06M 5.11M 5.27M 5.03M 5.09M 5.08M 4.89M 4.97M
Goldman Sachs Group 702.50K 989.45K 1.39M 2.29M 2.49M 2.29M 2.77M 3.26M 2.88M 4.18M 4.98M 5.14M 5.28M 3.39M 2.24M 2.61M 3.74M 3.45M 3.97M 4.57M
Deutsche Bank AG 6.79M 6.04M 5.98M 4.64M 2.25M 2.57M 2.86M 2.74M 2.69M 4.66M 4.16M 2.75M 2.53M 1.58M 1.57M 1.55M 3.00M 5.34M 1.52M 4.31M
Norges Bank Investment Management — — — — — 3.27M — — — 2.43M — 3.28M — 3.29M — 4.32M — 4.81M — 4.26M
Northern Trust Corp 4.23M 4.20M 4.07M 4.17M 4.20M 4.35M 4.25M 4.13M 4.24M 3.94M 3.27M 3.25M 3.14M 3.70M 3.94M 3.65M 3.61M 3.60M 3.62M 3.72M
BNY Mellon 7.65M 7.49M 3.75M 3.18M 3.21M 3.30M 3.03M 3.01M 2.99M 3.01M 2.78M 3.14M 2.90M 2.71M 2.53M 2.43M 2.55M 2.83M 3.00M 3.10M
Amundi US 1.51M 1.85M 1.41M 1.59M 2.05M 2.55M 2.91M 2.86M 2.12M 1.78M 3.59M 5.15M 4.90M 6.48M 6.48M 1.89M 2.32M 2.38M 2.30M 2.37M
UBS Group AG 861.08K 774.54K 749.51K 673.77K 681.98K 1.15M 1.25M 1.28M 1.22M 949.53K 1.84M 2.20M 2.49M 2.96M 3.47M 3.98M 3.83M 2.31M 1.89M 2.02M
Franklin Resources 2.36M 2.36M 2.35M 2.36M 2.41M 2.24M 2.17M 2.17M 2.08M 1.85M 1.85M 2.42M 2.42M 2.43M 2.12M 1.77M 1.77M 1.49M 2.26M 1.97M
JPMorgan Chase & Co 415.33K 517.43K 554.84K 526.52K 403.26K 524.18K 564.99K 650.72K 1.07M 904.16K 1.31M 1.39M 1.32M 1.57M 2.01M 1.39M 1.80M 1.46M — 1.88M
Wells Fargo & Co 6.85M 6.71M 7.32M 7.36M 7.52M 7.54M 7.74M 7.86M 7.90M 6.55M 1.57M 1.37M 1.17M 1.06M 966.34K 900.49K 890.48K 983.72K 1.41M 1.49M
Bank of America Corp 2.66M 2.52M 2.37M 2.45M 2.49M 3.04M 3.22M 2.96M 3.13M 2.96M 1.70M 1.66M 1.78M 1.51M 2.03M 1.77M 1.54M 1.63M 1.58M 1.47M
Ontario Teachers Pension Plan — — 5.62K — — — 7.68K — — — — — — — — — 12.53K 13.78K 28.32K 1.44M

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