EVERSOURCE ENERGY (ES) — Institutional Holders, Q2 2026

1,127 institutional investment managers reported a ES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ES stock profile

ES in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

134

Added to

472

Trimmed

324

Sold out

Biggest buyers

AQR CAPITAL MANAGEMENTAdded · +6,739,886 sh+$487.1M
DEUTSCHE BANK AG\Added · +2,793,387 sh+$201.9M
ONTARIO TEACHERS PENSION PLAN BOARDAdded · +1,409,114 sh+$101.8M
VICTORY CAPITAL MANAGEMENTAdded · +1,235,547 sh+$89.3M
Bridgewater AssociatesNew · +1,195,140 sh+$86.4M

Biggest sellers

FMRTrimmed · -3,239,018 sh-$234.1M
Magellan Asset Management LtdTrimmed · -2,745,517 sh-$198.4M
WELLINGTON MANAGEMENT GROUP LLPTrimmed · -2,360,116 sh-$170.6M
COHEN & STEERSSold out · -1,345,893 sh-$97.3M
NORDEA INVESTMENT MANAGEMENT ABTrimmed · -952,291 sh-$68.8M

ES 13F holders ranked 1–100 of 1,127

Institutional investors reporting a position in EVERSOURCE ENERGY on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 42,706,691 sh	42,706,691	$3.1B	0.05%	+1.3%
2	STATE STREET#2 · 28,475,822 sh	28,475,822	$2.1B	0.06%	+1.1%
3	VANGUARD CAPITAL MANAGEMENT#3 · 24,543,557 sh	24,543,557	$1.8B	0.04%	+0.7%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 20,234,827 sh	20,234,827	$1.5B	0.07%	+1.2%
5	GEODE CAPITAL MANAGEMENT#5 · 11,541,887 sh	11,541,887	$831.2M	0.04%	+2.1%
6	AQR CAPITAL MANAGEMENT#6 · 10,684,244 sh	10,684,244	$772.2M	0.27%	+170.9%
7	FMR#7 · 9,557,924 sh	9,557,924	$690.8M	0.03%	-25.3%
8	VICTORY CAPITAL MANAGEMENT#8 · 8,553,991 sh	8,553,991	$618.2M	0.35%	+16.9%
9	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#9 · 6,620,413 sh	6,620,413	$478.5M	0.09%	+1.3%
10	Invesco Ltd.#10 · 6,056,927 sh	6,056,927	$437.7M	0.03%	+10.7%
11	MORGAN STANLEY#11 · 6,038,233 sh	6,038,233	$436.4M	0.02%	+2.6%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT#12 · 5,889,452 sh	5,889,452	$425.6M	0.06%	+0.3%
13	Nuveen#13 · 5,153,479 sh	5,153,479	$372.4M	0.09%	+11.7%
14	Legal & General Group Plc#14 · 4,970,456 sh	4,970,456	$359.2M	0.07%	+1.7%
15	GOLDMAN SACHS GROUP#15 · 4,571,895 sh	4,571,895	$330.4M	0.03%	+15.1%
16	DEUTSCHE BANK AG\#16 · 4,310,891 sh	4,310,891	$311.5M	0.09%	+184.1%
17	NORGES BANK#17 · 4,257,095 sh	4,257,095	$307.7M	0.03%	—
18	HSBC PLC#18 · 3,759,955 sh	3,759,955	$272.1M	0.11%	+2.8%
19	NORTHERN#19 · 3,718,094 sh	3,718,094	$268.7M	0.03%	+2.6%
20	Magellan Asset Management Ltd#20 · 3,437,065 sh	3,437,065	$248.4M	5.55%	-44.4%
21	Bank of New York Mellon#21 · 3,099,703 sh	3,099,703	$224.0M	0.04%	+3.2%
22	ROYAL BANK OF CANADA#22 · 2,703,829 sh	2,703,829	$195.4M	0.03%	-2.0%
23	Zimmer Partners#23 · 2,691,701 sh	2,691,701	$194.5M	4.48%	-19.5%
24	ProShare Advisors#24 · 2,523,412 sh	2,523,412	$182.4M	0.26%	+4.4%
25	Amundi#25 · 2,372,598 sh	2,372,598	$171.5M	0.04%	+3.1%
26	DIMENSIONAL FUND ADVISORS#26 · 2,271,875 sh	2,271,875	$164.2M	0.03%	+8.5%
27	VANGUARD FIDUCIARY#27 · 2,112,178 sh	2,112,178	$152.6M	0.03%	+0.1%
28	FIRST ADVISORS#28 · 2,066,768 sh	2,066,768	$149.4M	0.09%	+8.1%
29	UBS Group AG#29 · 2,023,242 sh	2,023,242	$146.2M	0.02%	+7.3%
30	FRANKLIN RESOURCES#30 · 1,969,146 sh	1,969,146	$142.3M	0.03%	-12.9%
31	JPMORGAN CHASE#31 · 1,877,845 sh	1,877,845	$138.5M	<0.01%	+12.0%
32	MACKENZIE FINANCIAL#32 · 1,527,855 sh	1,527,855	$110.4M	0.11%	+35.7%
33	LSV ASSET MANAGEMENT#33 · 1,509,397 sh	1,509,397	$109.1M	0.20%	-0.4%
34	WELLS FARGO & COMPANY#34 · 1,487,715 sh	1,487,715	$107.5M	0.02%	+5.9%
35	BANK OF AMERICA#35 · 1,467,807 sh	1,467,807	$106.1M	<0.01%	-7.3%
36	ONTARIO TEACHERS PENSION PLAN BOARD#36 · 1,437,437 sh	1,437,437	$103.9M	0.66%	+4975.2%
37	Empower Advisory Group#37 · 1,301,909 sh	1,301,909	$94.1M	0.22%	+2.0%
38	AMERICAN CENTURY COMPANIES#38 · 1,268,647 sh	1,268,647	$91.7M	0.04%	-42.3%
39	SCHRODER INVESTMENT MANAGEMENT GROUP#39 · 1,186,578 sh	1,186,578	$87.5M	0.06%	+13.4%
40	Bridgewater Associates#40 · 1,195,140 sh	1,195,140	$86.4M	0.35%	New
41	LOS ANGELES CAPITAL MANAGEMENT#41 · 1,179,781 sh	1,179,781	$85.3M	0.31%	-39.4%
42	Robeco Institutional Asset Management B.V.#42 · 1,149,543 sh	1,149,543	$83.1M	—	-12.4%
43	CANADA PENSION PLAN INVESTMENT BOARD#43 · 1,096,271 sh	1,096,271	$79.2M	0.04%	+18.4%
44	Allianz Asset Management GmbH#44 · 1,138,879 sh	1,138,879	$78.9M	0.07%	-0.1%
45	Quantinno Capital Management#45 · 1,074,021 sh	1,074,021	$77.6M	0.09%	+37.2%
46	Swiss National Bank#46 · 1,060,033 sh	1,060,033	$76.6M	0.04%	-3.7%
47	Mitsubishi UFJ Asset Management , Ltd.#47 · 982,349 sh	982,349	$71.0M	0.04%	+7.5%
48	MASSACHUSETTS FINANCIAL SERVICES#48 · 970,366 sh	970,366	$70.1M	0.02%	+25.2%
49	Sumitomo Mitsui#49 · 909,268 sh	909,268	$65.7M	0.04%	+0.8%
50	abrdn plc#50 · 872,259 sh	872,259	$63.0M	0.09%	+4.7%
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#51 · 864,485 sh	864,485	$62.5M	0.04%	-12.7%
52	M&G Plc#52 · 865,942 sh	865,942	$62.3M	0.31%	-1.7%
53	BNP PARIBAS FINANCIAL MARKETS#53 · 827,038 sh	827,038	$59.8M	0.02%	+71.9%
54	Russell Investments Group, Ltd.#54 · 814,809 sh	814,809	$59.0M	0.05%	+0.6%
55	Vanguard Global Advisers#55 · 809,250 sh	809,250	$58.5M	0.03%	-1.0%
56	VANGUARD ASSET MANAGEMENT, Ltd#56 · 791,436 sh	791,436	$57.2M	0.04%	+13.1%
57	Man Group plc#57 · 791,008 sh	791,008	$57.2M	0.09%	-17.0%
58	RHUMBLINE ADVISERS#58 · 760,110 sh	760,110	$54.9M	0.04%	+2.0%
59	NOMURA ASSET MANAGEMENT LTD#59 · 751,287 sh	751,287	$54.3M	0.12%	+2.5%
60	Swedbank AB#60 · 747,672 sh	747,672	$54.0M	—	+6.5%
61	MANUFACTURERS LIFE INSURANCE COMPANY, THE#61 · 736,012 sh	736,012	$53.2M	0.04%	-0.8%
62	National Pension Service#62 · 729,627 sh	729,627	$52.7M	0.03%	+4.1%
63	Vest Financial#63 · 726,705 sh	726,705	$52.5M	—	+0.2%
64	GREAT WEST LIFE ASSURANCE#64 · 714,545 sh	714,545	$51.5M	0.08%	-9.0%
65	OLD REPUBLIC INTERNATIONAL#65 · 703,933 sh	703,933	$50.9M	—	0.0%
66	GABELLI FUNDS#66 · 688,350 sh	688,350	$49.7M	0.32%	-9.9%
67	RENAISSANCE TECHNOLOGIES#67 · 663,180 sh	663,180	$47.9M	0.07%	+2172.7%
68	NEW YORK STATE COMMON RETIREMENT FUND#68 · 637,760 sh	637,760	$46.1M	0.06%	-1.5%
69	AVIVA PLC#69 · 627,307 sh	627,307	$45.3M	0.07%	+0.6%
70	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#70 · 598,567 sh	598,567	$43.3M	0.21%	-10.2%
71	IEQ CAPITAL#71 · 595,400 sh	595,400	$43.0M	0.20%	+95.4%
72	Boston Walden#72 · 594,733 sh	594,733	$43.0M	0.33%	-8.0%
73	LAZARD ASSET MANAGEMENT#73 · 575,878 sh	575,878	$41.6M	0.06%	+5.8%
74	LPL Financial#74 · 561,940 sh	561,940	$40.6M	<0.01%	+7.1%
75	BANK OF MONTREAL#75 · 546,300 sh	546,300	$39.5M	0.01%	+17.6%
76	PRICE T ROWE ASSOCIATES#76 · 539,023 sh	539,023	$39.0M	<0.01%	+1.3%
77	Cerity Partners#77 · 537,372 sh	537,372	$38.8M	0.05%	+149.7%
78	BNP Paribas Asset Management Holding S.A.#78 · 526,106 sh	526,106	$38.0M	0.04%	-21.9%
79	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#79 · 522,622 sh	522,622	$37.8M	0.02%	+37.3%
80	Vontobel Holding Ltd.#80 · 511,826 sh	511,826	$37.0M	—	+1.7%
81	Electron Capital Partners#81 · 507,164 sh	507,164	$36.7M	1.46%	New
82	CITIGROUP#82 · 496,580 sh	496,580	$35.9M	0.01%	+31.7%
83	Mariner#83 · 492,896 sh	492,896	$35.6M	0.04%	+120.8%
84	Retirement Systems of Alabama#84 · 470,390 sh	470,390	$34.0M	0.10%	-0.1%
85	BARCLAYS PLC#85 · 459,749 sh	459,749	$33.2M	<0.01%	-59.5%
86	Freestone Grove Partners#86 · 456,830 sh	456,830	$33.0M	0.21%	+4508.4%
87	STIFEL FINANCIAL#87 · 453,705 sh	453,705	$32.8M	0.03%	+5.4%
88	KBC Group NV#88 · 448,434 sh	448,434	$32.4M	—	+0.1%
89	AE Wealth Management#89 · 443,297 sh	443,297	$32.0M	0.15%	+16.6%
90	ALPS ADVISORS#90 · 441,320 sh	441,320	$31.9M	0.15%	+14.5%
91	Universal- Beteiligungs- und Servicegesellschaft mbH#91 · 432,718 sh	432,718	$31.2M	0.05%	-4.1%
92	PRINCIPAL FINANCIAL GROUP#92 · 428,190 sh	428,190	$30.9M	0.02%	+1.5%
93	HighTower Advisors#93 · 412,545 sh	412,545	$29.8M	0.03%	+12.3%
94	ALLIANCEBERNSTEIN L.P.#94 · 427,312 sh	427,312	$29.6M	<0.01%	-4.9%
95	Arbejdsmarkedets Tillaegspension#95 · 401,800 sh	401,800	$29.0M	0.63%	+168.1%
96	ROYAL LONDON ASSET MANAGEMENT LTD#96 · 399,707 sh	399,707	$28.9M	0.05%	-1.1%
97	DANSKE BANK A/S#97 · 395,466 sh	395,466	$28.6M	0.06%	+5.2%
98	Swiss Life Asset Management Ltd#98 · 388,873 sh	388,873	$28.1M	0.12%	-5.5%
99	Maryland State Retirement & Pension System#99 · 377,225 sh	377,225	$27.3M	0.47%	+5.8%
100	Vanguard Investments Australia, Ltd.#100 · 375,381 sh	375,381	$27.1M	0.07%	+2.6%

Funds that sold out of ES in Q2 2026 (85)

Held ES at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ES in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
COHEN & STEERS1,345,893 sh	1,345,893	$93.2M
DUFF & PHELPS INVESTMENT MANAGEMENT424,140 sh	424,140	$29.4M
BROOKFIELD283,532 sh	283,532	$19.6M
NFJ INVESTMENT GROUP259,918 sh	259,918	$18.0M
Susquehanna Portfolio Strategies250,977 sh	250,977	$17.4M
Qube Research & Technologies Ltd211,484 sh	211,484	$14.7M
Tredje AP-fonden140,935 sh	140,935	$9.8M
TUDOR INVESTMENT ET AL126,292 sh	126,292	$8.7M
TWINBEECH CAPITAL120,554 sh	120,554	$8.4M
Castellan Group65,923 sh	65,923	$4.6M
AIA Group Ltd51,384 sh	51,384	$3.6M
ODDO BHF ASSET MANAGEMENT SAS49,108 sh	49,108	$3.4M
Vennlight Capital Management40,500 sh	40,500	$2.8M
LEVIN CAPITAL STRATEGIES, L.P.23,388 sh	23,388	$1.6M
Polianta Ltd22,300 sh	22,300	$1.5M
Oak Thistle20,501 sh	20,501	$1.4M
Magnetar Financial17,289 sh	17,289	$1.2M
Jain Global14,811 sh	14,811	$1.0M
Strategic Financial Planning22,670 sh	22,670	$925.9K
Arete Wealth Advisors11,289 sh	11,289	$757.1K
Abacus Wealth Partners10,521 sh	10,521	$728.9K
Voleon Capital Management10,304 sh	10,304	$713.9K
Farringdon Capital, Ltd.9,764 sh	9,764	$676.5K
Quadrature Capital Ltd9,587 sh	9,587	$664.2K
Golden State Equity Partners9,165 sh	9,165	$635.0K
SEB Asset Management AB9,105 sh	9,105	$630.8K
DIVERSIFIED MANAGEMENT8,908 sh	8,908	$617.1K
STEVENS CAPITAL MANAGEMENT8,453 sh	8,453	$586.0K
Bryant Woods Investment Advisors8,360 sh	8,360	$579.2K
Ameritas Advisory Services8,139 sh	8,139	$563.9K
CenterStar Asset Management7,439 sh	7,439	$515.3K
Synergy Financial Management6,593 sh	6,593	$456.8K
Capula Management Ltd6,572 sh	6,572	$455.3K
GTS SECURITIES6,219 sh	6,219	$430.9K
EVOKE WEALTH5,539 sh	5,539	$383.8K
Maridea Wealth Management5,184 sh	5,184	$359.1K
CreativeOne Wealth4,776 sh	4,776	$330.9K
Impact Capital Partners4,395 sh	4,395	$304.5K
Dynamic Technology Lab Private Ltd4,170 sh	4,170	$288.9K
MIRABELLA FINANCIAL SERVICES LLP4,044 sh	4,044	$280.2K
Qtron Investments3,756 sh	3,756	$260.2K
PATTON FUND MANAGEMENT3,560 sh	3,560	$246.6K
MQS Management3,505 sh	3,505	$242.8K
CAXTON ASSOCIATES LLP3,505 sh	3,505	$242.8K
Sepio Capital3,361 sh	3,361	$232.8K
Coastal Bridge Advisors3,360 sh	3,360	$232.8K
EARNED WEALTH ADVISORS3,221 sh	3,221	$223.2K
Midwest3,217 sh	3,217	$222.9K
Venturi Wealth Management3,212 sh	3,212	$222.5K
SEGALL BRYANT & HAMILL2,936 sh	2,936	$217.1K
GERMAN AMERICAN BANCORP3,081 sh	3,081	$213.5K
ClearAlpha Technologies2,916 sh	2,916	$202.0K
Generali Investments CEE, investicni spolecnost, a.s.2,600 sh	2,600	$180.1K
Optiver Holding B.V.2,205 sh	2,205	$152.8K
Opal Wealth Advisors1,653 sh	1,653	$114.5K
Western Wealth Management1,380 sh	1,380	$95.6K
Wall Street Financial Group982 sh	982	$68.0K
Jackson, Grant Investment Advisers874 sh	874	$60.6K
Global Assets Advisory736 sh	736	$51.0K
True Link Financial Advisors524 sh	524	$36.3K
Trust Co415 sh	415	$28.8K
Innovative Asset Advisors Group293 sh	293	$20.3K
Wealth Preservation Advisors288 sh	288	$20.0K
Legacy Wealth Managment256 sh	256	$17.7K
TWIN PEAKS WEALTH ADVISORS248 sh	248	$17.2K
Annis Gardner Whiting Capital Advisors181 sh	181	$12.5K
Timothy G. Youngquist 2020 Irrevocable131 sh	131	$9.1K
Lavaca Capital100 sh	100	$6.9K
BankPlus Department84 sh	84	$5.8K
Belvedere Trading67 sh	67	$4.6K
Abound Wealth Management63 sh	63	$4.4K
Clayton Financial Group60 sh	60	$4.2K
Financial Freedom56 sh	56	$3.9K
Johnson Financial Group56 sh	56	$3.9K
First Pacific Financial46 sh	46	$3.2K
Pacifica Partners34 sh	34	$2.4K
Vermillion Wealth Management28 sh	28	$1.9K
HARBOR INVESTMENT ADVISORY10 sh	10	$693.00
Nvest Wealth Strategies6 sh	6	$416.00
Portus Wealth Advisors5 sh	5	$346.00
TopTier Wealth Management4 sh	4	$277.00
CURIO WEALTH3 sh	3	$208.00
Intentional Wealth Strategies3 sh	3	$208.00
Scarborough Advisors2 sh	2	$139.00
Global Wealth Strategies & Associates1 sh	1	$37.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.