Eversource Energy (ES) Ownership

60.35 ↑0.05 (0.08%)

As of April 23, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Eversource Energy (ES), owning a total of 45.5 million shares. Combined, the top 27 institutional holders of ES own 67.38% of the company with a total of 236.1 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of ES by 7 million shares. 14 institutions bought 10,486,879 total additional shares and increased their ownership by an average of 23.74%. However 7 institutions sold 3,460,769 total shares and decreased their ownership by an average of 7.95%.

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 7,026,110 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	12.963%	-1.575%	45,464,545	-727,552	2023-12-31
BlackRock Inc	10.561%	0.195%	37,040,032	72,024	2023-12-31
State Street Corporation	7.875%	0.094%	27,621,301	26,000	2023-12-31
Goldman Sachs Group Inc	2.383%	190.239%	8,357,212	5,477,789	2023-12-31
Geode Capital Management, LLC	2.306%	1.967%	8,088,083	156,007	2023-12-31
Charles Schwab Investment Management Inc	2.181%	4.840%	7,650,143	353,171	2023-12-31
Legal & General Group PLC	1.934%	2.323%	6,782,675	154,012	2023-12-31
Wells Fargo & Co	1.866%	-17.123%	6,546,050	-1,352,483	2023-12-31
Nordea Investment Mgmt Bank Demark A/s	1.796%	8.161%	6,299,800	475,341	2023-12-31
Deutsche Bank AG	1.328%	73.197%	4,659,051	1,969,021	2023-12-31
Morgan Stanley - Brokerage Accounts	1.263%	-0.756%	4,430,468	-33,762	2023-12-31
FMR Inc	1.246%	21.659%	4,368,751	777,780	2023-12-31
UBS Asset Mgmt Americas Inc	1.199%	4.375%	4,205,062	176,250	2023-12-31
American Century Companies Inc	1.198%	14.729%	4,202,550	539,526	2023-12-31
Northern Trust Corp	1.122%	-7.107%	3,936,305	-301,169	2023-12-31
Public Sector Pension Investment Board	0.960%	-1.182%	3,366,542	-40,281	2023-12-31
Ameriprise Financial Inc	0.882%	4.403%	3,094,430	130,507	2023-12-31
Magellan Asset Management Limited	0.875%	5.378%	3,067,091	156,534	2023-12-31
Bank of New York Mellon Corp	0.859%	0.767%	3,011,970	22,917	2023-12-31
Bank of America Corp	0.845%	-5.397%	2,964,992	-169,157	2023-12-31
Amvescap Plc.	0.824%	-22.499%	2,881,026	-836,365	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.963%	-1.575%	45,464,545	-727,552	2023-12-31
BlackRock Inc	10.561%	0.195%	37,040,032	72,024	2023-12-31
State Street Corporation	7.875%	0.094%	27,621,301	26,000	2023-12-31
OFI Invest Asset Management	5.281%	0.000%	18,433,908	18,433,908	2023-03-31
Goldman Sachs Group Inc	2.383%	190.239%	8,357,212	5,477,789	2023-12-31
Geode Capital Management, LLC	2.306%	1.967%	8,088,083	156,007	2023-12-31
Charles Schwab Investment Management Inc	2.181%	4.840%	7,650,143	353,171	2023-12-31
Macquarie Group Ltd	2.132%	634.086%	7,441,851	6,428,093	2023-06-30
Legal & General Group PLC	1.934%	2.323%	6,782,675	154,012	2023-12-31
Wells Fargo & Co	1.866%	-17.123%	6,546,050	-1,352,483	2023-12-31
Nordea Investment Mgmt Bank Demark A/s	1.796%	8.161%	6,299,800	475,341	2023-12-31
Deutsche Bank AG	1.328%	73.197%	4,659,051	1,969,021	2023-12-31
Morgan Stanley - Brokerage Accounts	1.263%	-0.756%	4,430,468	-33,762	2023-12-31
FMR Inc	1.246%	21.659%	4,368,751	777,780	2023-12-31
UBS Asset Mgmt Americas Inc	1.199%	4.375%	4,205,062	176,250	2023-12-31
American Century Companies Inc	1.198%	14.729%	4,202,550	539,526	2023-12-31
Northern Trust Corp	1.122%	-7.107%	3,936,305	-301,169	2023-12-31
Public Sector Pension Investment Board	0.960%	-1.182%	3,366,542	-40,281	2023-12-31
NORGES BANK	0.938%	50.709%	3,271,259	1,100,674	2022-12-31
Royal Bank of Canada	0.923%	-1.027%	3,228,156	-33,504	2023-09-30
Ameriprise Financial Inc	0.882%	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
Magellan Asset Management Limited	0.875%	5.378%	3,067,091	156,534	2023-12-31
Bank of New York Mellon Corp	0.859%	0.767%	3,011,970	22,917	2023-12-31
Bank of America Corp	0.845%	-5.397%	2,964,992	-169,157	2023-12-31
Amvescap Plc.	0.824%	-22.499%	2,881,026	-836,365	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 10.9 million shares. Combined, the top 27 mutual fund holders of ES own 30.84% of the company with a total of 108.1 million shares.

In the latest ownership report on March 31st 2024, the top 27 fund holders increased their combined ownership of ES by 35 thousand shares. 2 funds bought 81,075 total additional shares and increased their ownership by an average of 0.87%. However 2 funds sold 45,697 total shares and decreased their ownership by an average of 0.53%.

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 35,378 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P Dividend ETF	1.570%	1.377%	5,505,968	74,775	2024-03-31
Utilities Select Sector SPDR® ETF	1.258%	-0.294%	4,413,268	-12,991	2024-03-31
SPDR® S&P 500 ETF Trust	1.203%	-0.769%	4,218,078	-32,706	2024-03-31
State St S&P 500® Indx SL Cl III	0.484%	0.373%	1,696,979	6,300	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.119%	-0.234%	10,939,937	-25,621	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.088%	1.827%	10,786,062	193,483	2023-03-31
Vanguard Institutional 500 Index Trust	2.486%	1.052%	8,720,512	90,768	2024-02-29
Vanguard 500 Index Investor	2.407%	0.604%	8,403,467	50,477	2023-08-31
Vanguard Mid Cap Index Institutional	2.224%	-0.264%	7,800,676	-20,670	2024-02-29
SPDR® S&P Dividend ETF	1.570%	1.377%	5,505,968	74,775	2024-03-31
Utilities Select Sector SPDR® ETF	1.258%	-0.294%	4,413,268	-12,991	2024-03-31
iShares Select Dividend ETF	1.215%	0.414%	4,259,883	17,540	2024-03-28
SPDR® S&P 500 ETF Trust	1.203%	-0.769%	4,218,078	-32,706	2024-03-31
Fidelity 500 Index	1.195%	1.017%	4,189,628	42,162	2024-02-29
Fidelity® 500 Index	1.165%	0.640%	4,067,830	25,882	2023-11-30
iShares Core S&P 500 ETF	1.033%	0.741%	3,621,221	26,624	2024-03-28
Nordea 1 - Global Climate & Envir BI EUR	0.984%	-5.174%	3,452,649	-188,389	2024-02-29
Vanguard Value Index Inv	0.833%	0.344%	2,920,712	10,010	2024-02-29
Vanguard Mid-Cap Value ETF	0.735%	-2.778%	2,577,710	-73,652	2024-02-29
Vanguard Institutional Index I	0.656%	-0.581%	2,299,331	-13,428	2024-02-29
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 Utilities ETF	0.603%	-0.337%	2,116,296	-7,152	2024-02-29
Vanguard Dividend Appreciation ETF	0.575%	0.749%	2,017,261	14,991	2024-02-29
Invesco S&P 500® Equal Weight ETF	0.503%	0.250%	1,764,722	4,400	2024-03-28
State St S&P 500® Indx SL Cl III	0.484%	0.373%	1,696,979	6,300	2024-03-31
Vanguard Equity-Income Inv	0.473%	-3.000%	1,652,050	-51,092	2023-09-30
Franklin Utilities A1	0.456%	0.000%	1,600,000	0	2024-02-29
Franklin Utilities Fund A1	0.456%	0.000%	1,600,000	0	2024-02-29
SPDR® Portfolio S&P 500 High Div ETF	0.450%	-0.117%	1,576,507	-1,852	2024-03-28
Vanguard High Dividend Yield ETF	0.444%	-0.280%	1,553,785	-4,362	2024-01-31