DaveManuel.com · Institutional Ownership · Who Owns It
EVERSOURCE ENERGY (ES)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,132
Reporting holders
$23.5B
Reported value
86.2%
Of shares outstanding
0.2%
Calls
0.0%
Puts
+55
Holder change
Institutions report 324,684,596 shares against 376,674,754 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.1B | 42,706,691 | 0.05% | 8q | +1.3%+$40.8M |
| STATE STREET CORP | $2.1B | 28,475,822 | 0.06% | 31q | +1.1%+$23.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.8B | 24,543,557 | 0.04% | 2q | +0.7%+$11.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5B | 20,234,827 | 0.07% | 2q | +1.2%+$16.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $831.2M | 11,541,887 | 0.04% | 31q | +2.1%+$17.3M |
| AQR CAPITAL MANAGEMENT LLC | $772.2M | 10,684,244 | 0.27% | 31q | +170.9%+$487.1M |
| FMR LLC | $690.8M | 9,557,924 | 0.03% | 31q | -25.3%-$234.1M |
| VICTORY CAPITAL MANAGEMENT INC | $618.2M | 8,553,991 | 0.35% | 31q | +16.9%+$89.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $478.5M | 6,620,413 | 0.09% | 31q | +1.3%+$6.4M |
| Invesco Ltd. | $437.7M | 6,056,927 | 0.03% | 31q | +10.7%+$42.2M |
| MORGAN STANLEY | $436.4M | 6,038,233 | 0.02% | 35q | +2.6%+$11.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $425.6M | 5,889,452 | 0.06% | 31q | HELD |
| Nuveen, LLC | $372.4M | 5,153,479 | 0.09% | 6q | +11.7%+$38.9M |
| Legal & General Group Plc | $359.2M | 4,970,456 | 0.07% | 31q | +1.7%+$5.9M |
| GOLDMAN SACHS GROUP INC | $330.4M | 4,571,895 | 0.03% | 31q | +15.1%+$43.4M |
| DEUTSCHE BANK AG\ | $311.5M | 4,310,891 | 0.09% | 34q | +184.1%+$201.9M |
| NORGES BANK | $307.7M | 4,257,095 | 0.03% | 32q | -11.5%-$40.1M |
| HSBC HOLDINGS PLC | $272.1M | 3,759,955 | 0.11% | 31q | +2.8%+$7.5M |
| NORTHERN TRUST CORP | $268.7M | 3,718,094 | 0.03% | 31q | +2.6%+$6.7M |
| Magellan Asset Management Ltd | $248.4M | 3,437,065 | 5.55% | 31q | -44.4%-$198.4M |
| Bank of New York Mellon Corp | $224.0M | 3,099,703 | 0.04% | 31q | +3.2%+$6.9M |
| ROYAL BANK OF CANADA | $195.4M | 2,703,829 | 0.03% | 31q | -2.0%-$3.9M |
| Zimmer Partners, LP | $194.5M | 2,691,701 | 4.48% | 11q | -19.5%-$47.0M |
| ProShare Advisors LLC | $182.4M | 2,523,412 | 0.26% | 31q | +4.4%+$7.7M |
| Amundi | $171.5M | 2,372,598 | 0.04% | 21q | +3.1%+$5.1M |
| DIMENSIONAL FUND ADVISORS LP | $164.2M | 2,271,875 | 0.03% | 31q | +8.5%+$12.9M |
| VANGUARD FIDUCIARY TRUST CO | $152.6M | 2,112,178 | 0.03% | 2q | HELD |
| FIRST TRUST ADVISORS LP | $149.4M | 2,066,768 | 0.09% | 31q | +8.1%+$11.2M |
| UBS Group AG | $146.2M | 2,023,242 | 0.02% | 31q | +7.3%+$10.0M |
| FRANKLIN RESOURCES INC | $142.3M | 1,969,146 | 0.03% | 31q | -12.9%-$21.2M |
| JPMORGAN CHASE & CO | $138.5M | 1,877,845 | 0.01% | 31q | +12.0%+$14.8M |
| MACKENZIE FINANCIAL CORP | $110.4M | 1,527,855 | 0.11% | 31q | +35.7%+$29.1M |
| LSV ASSET MANAGEMENT | $109.1M | 1,509,397 | 0.20% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $107.5M | 1,487,715 | 0.02% | 31q | +5.9%+$5.9M |
| BANK OF AMERICA CORP /DE/ | $106.1M | 1,467,807 | 0.01% | 31q | -7.3%-$8.3M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $103.9M | 1,437,437 | 0.66% | 4q | +4975.2%+$101.8M |
| Allianz Asset Management GmbH | $94.1M | 1,302,147 | 0.08% | 40q | +14.2%+$11.7M |
| Empower Advisory Group, LLC | $94.1M | 1,301,909 | 0.22% | 14q | +2.0%+$1.9M |
| AMERICAN CENTURY COMPANIES INC | $91.7M | 1,268,647 | 0.04% | 31q | -42.3%-$67.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $87.5M | 1,186,578 | 0.06% | 31q | +13.4%+$10.3M |
| Bridgewater Associates, LP | $86.4M | 1,195,140 | 0.35% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $85.3M | 1,179,781 | 0.31% | 18q | -39.4%-$55.5M |
| Robeco Institutional Asset Management B.V. | $83.1M | 1,149,543 | 0.10% | 38q | -12.4%-$11.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $79.2M | 1,096,271 | 0.04% | 31q | +18.4%+$12.3M |
| Quantinno Capital Management LP | $77.6M | 1,074,021 | 0.09% | 12q | +37.2%+$21.0M |
| Swiss National Bank | $76.6M | 1,060,033 | 0.04% | 31q | -3.7%-$3.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $71.0M | 982,349 | 0.04% | 31q | +7.5%+$5.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $70.1M | 970,366 | 0.02% | 2q | +25.2%+$14.1M |
| Sumitomo Mitsui Trust Group, Inc. | $65.7M | 909,268 | 0.04% | 31q | +0.8%+$520.8K |
| Aberdeen Group plc | $63.0M | 872,259 | 0.09% | 31q | +4.7%+$2.8M |
| California Public Employees Retirement System | $62.5M | 864,485 | 0.04% | 31q | -12.7%-$9.1M |
| M&G PLC | $62.3M | 865,942 | 0.31% | 10q | -1.7%-$1.1M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $61.8M | 854,881 | 0.06% | 31q | -15.4%-$11.2M |
| BNP PARIBAS FINANCIAL MARKETS | $59.8M | 827,038 | 0.02% | 31q | +71.9%+$25.0M |
| Russell Investments Group, Ltd. | $59.0M | 814,809 | 0.05% | 31q | +0.6%+$327.6K |
| Vanguard Global Advisers, LLC | $58.5M | 809,250 | 0.03% | 2q | -1.0%-$595.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $57.2M | 791,436 | 0.04% | 2q | +13.1%+$6.6M |
| Man Group plc | $57.2M | 791,008 | 0.09% | 25q | -17.0%-$11.7M |
| RHUMBLINE ADVISERS | $54.9M | 760,110 | 0.04% | 31q | +2.0%+$1.1M |
| NOMURA ASSET MANAGEMENT CO LTD | $54.3M | 751,287 | 0.12% | 31q | +2.5%+$1.3M |
| Swedbank AB | $54.0M | 747,672 | 0.05% | 21q | +6.5%+$3.3M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $53.2M | 736,012 | 0.04% | 31q | -0.8%-$431.2K |
| National Pension Service | $52.7M | 729,627 | 0.03% | 31q | +4.1%+$2.1M |
| Vest Financial, LLC | $52.5M | 726,705 | 0.55% | 6q | HELD |
| CANADA LIFE ASSURANCE Co | $51.5M | 714,545 | 0.08% | 31q | -9.0%-$5.1M |
| OLD REPUBLIC INTERNATIONAL CORP | $50.9M | 703,933 | 1.91% | 12q | HELD |
| GABELLI FUNDS LLC | $49.7M | 688,350 | 0.32% | 31q | -9.9%-$5.5M |
| RENAISSANCE TECHNOLOGIES LLC | $47.9M | 663,180 | 0.07% | 2q | +2172.7%+$45.8M |
| NEW YORK STATE COMMON RETIREMENT FUND | $46.1M | 637,760 | 0.06% | 31q | -1.5%-$718.8K |
| AVIVA PLC | $45.3M | 627,307 | 0.07% | 31q | +0.6%+$292.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $43.3M | 598,567 | 0.21% | 31q | -10.2%-$4.9M |
| IEQ CAPITAL, LLC | $43.0M | 595,400 | 0.20% | 20q | +95.4%+$21.0M |
| Boston Trust Walden Corp | $43.0M | 594,733 | 0.33% | 31q | -8.0%-$3.7M |
| LAZARD ASSET MANAGEMENT LLC | $41.6M | 575,878 | 0.06% | 3q | +5.8%+$2.3M |
| LPL Financial LLC | $40.6M | 561,940 | 0.01% | 31q | +7.1%+$2.7M |
| BANK OF MONTREAL /CAN/ | $39.5M | 546,300 | 0.01% | 31q | +17.6%+$5.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $39.0M | 539,023 | 0.00% | 31q | +1.3%+$508.4K |
| Cerity Partners LLC | $38.8M | 537,372 | 0.05% | 19q | +149.7%+$23.3M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $38.0M | 526,106 | 0.04% | 31q | -21.9%-$10.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $37.8M | 522,622 | 0.02% | 2q | +37.3%+$10.3M |
| Vontobel Holding Ltd. | $37.0M | 511,826 | 0.12% | 23q | +1.7%+$601.1K |
| Electron Capital Partners, LLC | $36.7M | 507,164 | 1.46% | new | NEW |
| CITIGROUP INC | $35.9M | 496,580 | 0.01% | 31q | +31.7%+$8.6M |
| Mariner, LLC | $35.6M | 492,896 | 0.04% | 31q | +120.8%+$19.5M |
| Retirement Systems of Alabama | $34.0M | 470,390 | 0.10% | 31q | HELD |
| BARCLAYS PLC | $33.2M | 459,749 | 0.01% | 31q | -59.5%-$48.7M |
| Freestone Grove Partners LP | $33.0M | 456,830 | 0.21% | 2q | +4508.4%+$32.3M |
| STIFEL FINANCIAL CORP | $32.8M | 453,705 | 0.03% | 31q | +5.4%+$1.7M |
| KBC Group NV | $32.4M | 448,434 | 0.07% | 31q | HELD |
| AE Wealth Management LLC | $32.0M | 443,297 | 0.15% | 31q | +16.6%+$4.6M |
| ALPS ADVISORS INC | $31.9M | 441,320 | 0.15% | 11q | +14.5%+$4.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $31.2M | 432,718 | 0.05% | 7q | -4.1%-$1.3M |
| PRINCIPAL FINANCIAL GROUP INC | $30.9M | 428,190 | 0.02% | 31q | +1.5%+$451.8K |
| HighTower Advisors, LLC | $29.8M | 412,545 | 0.03% | 31q | +12.3%+$3.3M |
| ALLIANCEBERNSTEIN L.P. | $29.6M | 427,312 | 0.01% | 31q | -4.9%-$1.5M |
| Arbejdsmarkedets Tillaegspension | $29.0M | 401,800 | 0.63% | 2q | +168.1%+$18.2M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $28.9M | 399,707 | 0.05% | 31q | -1.1%-$309.3K |
| DANSKE BANK A/S | $28.6M | 395,466 | 0.06% | 10q | +5.2%+$1.4M |
| Swiss Life Asset Management Ltd | $28.1M | 388,873 | 0.12% | 24q | -5.5%-$1.6M |
| Maryland State Retirement & Pension System | $27.3M | 377,225 | 0.47% | 23q | +5.8%+$1.5M |
Showing the largest 100 of 1,132 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-04 | BUTLER GREGORY B | Executive VP & General Counsel | Sold | 7,000 | $489.2K |
| 2026-08-25 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sold | 1,500 | $107.2K |
| 2026-08-24 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sold | 1,500 | $106.6K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 381 | $997.7M | 15,550,379 | 34 | 135 | 111 | 0.0% |
| Q2 2026 | 1,132 | $23.5B | 324,684,596 | 136 | 449 | 305 | 0.2% |
| Q1 2026 | 1,077 | $40.5B | 313,336,686 | 116 | 430 | 276 | 46.4% |
| Q4 2025 | 1,038 | $37.6B | 321,715,602 | 89 | 379 | 308 | 42.3% |
| Q3 2025 | 999 | $23.0B | 312,729,618 | 130 | 363 | 269 | 0.8% |
| Q2 2025 | 943 | $20.0B | 313,932,623 | 122 | 354 | 257 | 0.4% |
| Q1 2025 | 897 | $19.0B | 305,030,986 | 106 | 330 | 264 | 0.2% |
| Q4 2024 | 883 | $17.7B | 307,245,696 | 62 | 303 | 275 | 0.2% |
| Q3 2024 | 873 | $20.4B | 299,154,982 | 114 | 279 | 256 | 0.2% |
| Q2 2024 | 821 | $16.6B | 291,127,403 | 85 | 268 | 293 | 0.3% |
| Q1 2024 | 821 | $17.7B | 296,263,937 | 86 | 261 | 283 | 0.4% |
| Q4 2023 | 825 | $17.7B | 285,778,030 | 90 | 230 | 311 | 0.5% |
| Q3 2023 | 805 | $16.6B | 284,892,860 | 67 | 293 | 250 | 0.2% |
| Q2 2023 | 852 | $19.9B | 280,437,722 | 72 | 271 | 276 | 0.1% |
| Q1 2023 | 868 | $22.0B | 296,562,090 | 79 | 291 | 253 | 0.1% |
| Q4 2022 | 872 | $23.9B | 285,900,842 | 75 | 283 | 266 | 0.1% |
| Q3 2022 | 810 | $48.5B | 622,446,955 | 52 | 300 | 233 | 0.0% |
| Q2 2022 | 839 | $54.6B | 645,599,090 | 70 | 298 | 227 | 0.0% |
| Q1 2022 | 837 | $36.3B | 412,140,345 | 86 | 278 | 249 | 0.1% |
| Q4 2021 | 802 | $42.0B | 461,486,288 | 71 | 226 | 242 | 0.1% |
| Q3 2021 | 749 | $39.0B | 476,912,165 | 53 | 241 | 218 | 0.1% |
| Q2 2021 | 767 | $33.2B | 413,258,476 | 59 | 257 | 237 | 0.1% |
| Q1 2021 | 776 | $35.2B | 406,621,360 | 52 | 248 | 293 | 0.1% |
| Q4 2020 | 803 | $34.8B | 401,541,518 | 65 | 266 | 234 | 0.1% |
| Q3 2020 | 757 | $62.1B | 743,140,110 | 65 | 246 | 235 | 0.1% |
| Q2 2020 | 739 | $62.9B | 834,127,493 | 73 | 245 | 242 | 0.2% |
| Q1 2020 | 740 | $66.4B | 1,020,412,734 | 67 | 244 | 274 | 0.1% |
| Q4 2019 | 751 | $68.9B | 809,489,777 | 68 | 246 | 209 | 0.1% |
| Q3 2019 | 692 | $55.3B | 646,955,410 | 66 | 260 | 199 | 0.1% |
| Q2 2019 | 680 | $39.1B | 515,035,545 | 63 | 246 | 192 | 0.2% |
| Q1 2019 | 690 | $30.2B | 424,802,965 | 62 | 214 | 215 | 0.2% |
| Q4 2018 | 688 | $30.6B | 469,562,604 | 8 | 13 | 10 | 0.1% |