Eversource Energy (ES) Ownership

62.75 ↑1.14 (1.85%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Eversource Energy (ES), owning a total of 42.2 million shares. Combined, the top 32 institutional holders of ES own 78.96% of the company with a total of 286.1 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders increased their combined ownership of ES by 9.2 million shares. 14 institutions bought 12,986,060 total additional shares and increased their ownership by an average of 41.29%. However 7 institutions sold 3,753,741 total shares and decreased their ownership by an average of 5.5%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Eversource Energy increased by a net total of 9,232,319 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.517%	0.542%	42,198,124	227,315	2024-06-30
BlackRock Inc	10.292%	0.187%	37,708,122	70,518	2024-06-30
State Street Corp	6.853%	-6.335%	25,109,308	-1,698,180	2024-06-30
Charles Schwab Investment Management Inc	2.656%	14.853%	9,732,136	1,258,599	2024-06-30
Morgan Stanley - Brokerage Accounts	2.604%	-1.919%	9,541,034	-186,676	2024-06-30
Geode Capital Management, LLC	2.394%	-2.061%	8,771,583	-184,585	2024-06-30
FMR Inc	1.865%	-0.104%	6,833,683	-7,121	2024-06-30
Legal & General Group PLC	1.694%	-7.436%	6,207,218	-498,622	2024-06-30
Zimmer Partners LP	1.460%	110.851%	5,349,483	2,812,388	2024-06-30
Magellan Asset Management Limited	1.448%	35.987%	5,303,657	1,403,539	2024-06-30
Amundi	1.405%	43.459%	5,148,671	1,559,719	2024-06-30
Goldman Sachs Group Inc	1.404%	3.173%	5,142,480	158,155	2024-06-30
Amvescap Plc.	1.357%	7.434%	4,971,778	344,030	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.301%	-18.354%	4,767,249	-1,071,698	2024-06-30
UBS Asset Mgmt Americas Inc	1.294%	8.929%	4,739,584	388,486	2024-06-30
American Century Companies Inc	1.257%	-2.267%	4,606,374	-106,859	2024-06-30
Nuveen Asset Management, LLC	1.227%	300.020%	4,497,091	3,372,874	2024-06-30
Mitsubishi UFJ Trust & Banking Corp	1.102%	4.353%	4,036,748	168,388	2024-06-30
Public Sector Pension Investment Board	0.924%	0.601%	3,385,281	20,207	2024-06-30
NORGES BANK	0.894%	34.890%	3,276,220	847,413	2024-06-30
Bank of New York Mellon Corp	0.877%	12.744%	3,135,652	354,429	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.517%	0.542%	42,198,124	227,315	2024-06-30
BlackRock Inc	10.292%	0.187%	37,708,122	70,518	2024-06-30
State Street Corporation	7.501%	-2.946%	26,807,488	-813,813	2024-03-31
State Street Corp	6.853%	-6.335%	25,109,308	-1,698,180	2024-06-30
OFI Invest Asset Management	5.281%	0.000%	18,433,908	18,433,908	2023-03-31
Charles Schwab Investment Management Inc	2.656%	14.853%	9,732,136	1,258,599	2024-06-30
Morgan Stanley - Brokerage Accounts	2.604%	-1.919%	9,541,034	-186,676	2024-06-30
Geode Capital Management, LLC	2.394%	-2.061%	8,771,583	-184,585	2024-06-30
Macquarie Group Ltd	2.132%	634.086%	7,441,851	6,428,093	2023-06-30
FMR Inc	1.865%	-0.104%	6,833,683	-7,121	2024-06-30
Wells Fargo & Co	1.858%	-17.123%	6,546,050	-1,352,483	2023-12-31
Legal & General Group PLC	1.694%	-7.436%	6,207,218	-498,622	2024-06-30
Zimmer Partners LP	1.460%	110.851%	5,349,483	2,812,388	2024-06-30
Magellan Asset Management Limited	1.448%	35.987%	5,303,657	1,403,539	2024-06-30
Amundi	1.405%	43.459%	5,148,671	1,559,719	2024-06-30
Goldman Sachs Group Inc	1.404%	3.173%	5,142,480	158,155	2024-06-30
Amvescap Plc.	1.357%	7.434%	4,971,778	344,030	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.301%	-18.354%	4,767,249	-1,071,698	2024-06-30
UBS Asset Mgmt Americas Inc	1.294%	8.929%	4,739,584	388,486	2024-06-30
American Century Companies Inc	1.257%	-2.267%	4,606,374	-106,859	2024-06-30
Nuveen Asset Management, LLC	1.227%	300.020%	4,497,091	3,372,874	2024-06-30
Deutsche Bank AG	1.165%	-10.647%	4,163,003	-496,048	2024-03-31
Mitsubishi UFJ Trust & Banking Corp	1.102%	4.353%	4,036,748	168,388	2024-06-30
Public Sector Pension Investment Board	0.924%	0.601%	3,385,281	20,207	2024-06-30
NORGES BANK	0.894%	34.890%	3,276,220	847,413	2024-06-30
Northern Trust Corp	0.916%	-16.811%	3,274,588	-661,717	2024-03-31
Royal Bank of Canada	0.923%	-1.027%	3,228,156	-33,504	2023-09-30
Bank of New York Mellon Corp	0.877%	12.744%	3,135,652	354,429	2024-06-30
Ameriprise Financial Inc	0.879%	4.403%	3,094,430	130,507	2023-12-31
Wellington Management Company LLP	0.880%	0.870%	3,071,915	26,492	2023-03-31
Bank of America Corp	0.845%	-5.397%	2,964,992	-169,157	2023-12-31
Caisse De Depot Et Placement Du Quebec	0.758%	-32.213%	2,642,037	-1,255,500	2022-12-31

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Eversource Energy (ES), owning a total of 11.4 million shares. Combined, the top 36 mutual fund holders of ES own 37.88% of the company with a total of 136.6 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of ES by 417 thousand shares. 6 funds bought 418,298 total additional shares and increased their ownership by an average of 1.79%. However 1 funds sold 1,389 total shares and decreased their ownership by an average of 0.03%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Eversource Energy increased by a net total of 416,909 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
The Utilities Select Sector SPDR® ETF	1.459%	0.134%	5,347,358	7,172	2024-10-31
SPDR® S&P Dividend ETF	1.198%	9.161%	4,390,495	368,449	2024-10-31
SPDR® S&P 500® ETF Trust	1.189%	0.526%	4,357,226	22,788	2024-10-31
iShares Select Dividend ETF	1.129%	-0.034%	4,137,967	-1,389	2024-10-31
iShares Core S&P 500 ETF	1.086%	0.154%	3,978,527	6,119	2024-10-31
Invesco S&P 500® Equal Weight ETF	0.521%	0.456%	1,910,514	8,670	2024-10-31
State St S&P 500® Indx SL Cl III	0.473%	0.295%	1,732,598	5,100	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.098%	2.378%	11,352,420	263,692	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.088%	1.827%	10,786,062	193,483	2023-03-31
Vanguard Institutional 500 Index Trust	2.555%	1.579%	9,360,224	145,451	2024-09-30
Vanguard 500 Index Investor	2.407%	0.604%	8,403,467	50,477	2023-08-31
Vanguard Mid Cap Index Institutional	2.066%	0.848%	7,568,789	63,645	2024-09-30
The Utilities Select Sector SPDR® ETF	1.459%	0.134%	5,347,358	7,172	2024-10-31
Vanguard Equity-Income Inv	1.300%	0.000%	4,762,522	4,762,522	2024-09-30
Fidelity 500 Index	1.199%	1.236%	4,393,356	53,626	2024-09-30
SPDR® S&P Dividend ETF	1.198%	9.161%	4,390,495	368,449	2024-10-31
Utilities Select Sector SPDR® ETF	1.246%	1.714%	4,387,888	73,920	2024-05-30
SPDR® S&P 500® ETF Trust	1.189%	0.526%	4,357,226	22,788	2024-10-31
SPDR® S&P 500 ETF Trust	1.186%	0.698%	4,178,748	28,980	2024-05-30
iShares Select Dividend ETF	1.129%	-0.034%	4,137,967	-1,389	2024-10-31
Fidelity® 500 Index	1.165%	0.640%	4,067,830	25,882	2023-11-30
ThomasPartners Dividend Growth Non K-1	1.134%	1,050,210.000%	4,054,184	4,053,798	2024-06-30
iShares Core S&P 500 ETF	1.086%	0.154%	3,978,527	6,119	2024-10-31
Vanguard Value Index Inv	0.826%	4.084%	3,027,399	118,799	2024-09-30
CREF Stock R1	0.793%	7.323%	2,904,820	198,194	2024-08-31
Vanguard Wellesley® Income Inv	0.777%	0.000%	2,847,620	2,847,620	2024-09-30
Vanguard Mid-Cap Value ETF	0.668%	1.819%	2,449,039	43,757	2024-09-30
Nordea 1 - Global Climate & Envir BI EUR	0.680%	-15.439%	2,429,065	-443,507	2024-06-30
Vanguard Institutional Index I	0.620%	0.552%	2,271,459	12,468	2024-09-30
Vanguard Utilities ETF	0.606%	-0.298%	2,220,877	-6,632	2024-09-30
Columbia Dividend Value	0.613%	-0.897%	2,150,231	-19,458	2023-12-31
Columbia Dividend Income Inst	0.616%	-0.385%	2,150,231	-8,307	2023-12-31
Vanguard Dividend Appreciation ETF	0.575%	0.749%	2,017,261	14,991	2024-02-29
Invesco S&P 500® Equal Weight ETF	0.521%	0.456%	1,910,514	8,670	2024-10-31
American Century Mid Cap Value Inv	0.506%	16.455%	1,854,367	262,018	2024-09-30
American Century U.S. Mid Cap Value	0.506%	16.455%	1,854,367	262,018	2024-09-30
State St S&P 500® Indx SL Cl III	0.473%	0.295%	1,732,598	5,100	2024-10-31
ThomasPartners Balanced Income Strategy	0.456%	699,321.000%	1,629,651	1,629,418	2024-06-30
SPDR® Portfolio S&P 500 High Div ETF	0.453%	0.000%	1,594,306	0	2024-05-30
SPDR® Portfolio S&P 500® High Div ETF	0.452%	-0.119%	1,592,414	-1,892	2024-05-31
Franklin Utilities A1	0.420%	0.000%	1,500,000	0	2024-07-31
Franklin Utilities Fund A1	0.420%	0.000%	1,500,000	0	2024-07-31
Vanguard High Dividend Yield ETF	0.397%	0.263%	1,419,751	3,717	2024-07-31