ES EVERSOURCE ENERGY
COM
CUSIP: 30040W108
Institutional Holders1,028
Total Institutional Value$36,575,595,005
Total Shares Held322,419,390
Avg Position$35,579,373
Top 5 Holders %67.2%
Alpha-Weighted Score64.8
New Positions+88
Exited Positions-80
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| BELVEDERE TRADING LLC | High Conviction | Significant Flow | $15,826,387,833 (43.3%) | 2,273,367 | NEW |
| VANGUARD GROUP INC | High Conviction | Market Mover | $3,198,996,292 (8.7%) | 47,512,198 | -3.9% |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $2,876,114,174 (7.9%) | 42,716,682 | - |
| STATE STREET CORP | High Conviction | Market Mover | $1,886,118,858 (5.2%) | 28,013,053 | - |
| FMR LLC | High Conviction | Market Mover | $788,351,514 (2.2%) | 11,708,770 | 3.3% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $646,232,522 (1.8%) | 9,635,907 | -3.4% |
| VICTORY CAPITAL MANAGEMENT INC | High Conviction | Market Mover | $642,746,791 (1.8%) | 9,546,217 | -33.8% |
| MAGELLAN ASSET MANAGEMENT LTD | High Conviction | Low Flow | $470,597,312 (1.3%) | 6,989,415 | -10.7% |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | Moderate Conviction | Market Mover | $412,943,104 (1.1%) | 6,133,122 | -5.5% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $395,873,853 (1.1%) | 5,879,604 | - |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $392,757,575 (1.1%) | 5,833,314 | -49.9% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $359,675,918 (1.0%) | 5,341,986 | 68.5% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $341,761,358 (0.9%) | 5,075,915 | -5.6% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $341,075,792 (0.9%) | 5,065,733 | -6.6% |
| NORGES BANK | High Conviction | Market Mover | $324,031,617 (0.9%) | 4,812,589 | 38.4% |
| Nuveen, LLC | High Conviction | Market Mover | $299,322,787 (0.8%) | 4,445,608 | -7.8% |
| ZIMMER PARTNERS, LP | High Conviction | Low Flow | $258,816,318 (0.7%) | 3,843,997 | -14.4% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $242,335,348 (0.7%) | 3,599,218 | -5.7% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $232,412,493 (0.6%) | 3,451,841 | -12.7% |
| WELLINGTON MANAGEMENT GROUP LLP | High Conviction | Market Mover | $218,276,857 (0.6%) | 3,241,896 | 21.3% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $190,804,837 (0.5%) | 2,833,876 | 5.4% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $181,813,000 (0.5%) | 2,700,343 | -64.2% |
| SEGESPAR | High Conviction | Market Mover | $160,247,421 (0.4%) | 2,380,030 | -5.1% |
| TWENTIETH CENTURY COMPANIES INC | High Conviction | Market Mover | $158,262,384 (0.4%) | 2,350,545 | -24.9% |
| UBS Group AG | Moderate Conviction | Market Mover | $155,605,285 (0.4%) | 2,311,084 | -42.9% |
| PROSHARE ADVISORS LLC | High Conviction | Significant Flow | $153,031,597 (0.4%) | 2,272,859 | -17.8% |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $133,732,950 (0.4%) | 1,986,183 | -4.7% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $129,511,477 (0.4%) | 1,923,533 | -24.5% |
| AQR CAPITAL MANAGEMENT LLC | High Conviction | Market Mover | $129,311,166 (0.4%) | 1,920,558 | - |
| FIRST TRUST ADVISORS LP | High Conviction | Market Mover | $128,927,307 (0.4%) | 1,914,857 | -12.3% |
| MITSUBISHI UFJ TRUST & BANKING CORP | High Conviction | Significant Flow | $116,769,406 (0.3%) | 1,734,168 | -21.3% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $109,431,295 (0.3%) | 1,625,298 | -50.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Moderate Conviction | Significant Flow | $105,844,358 (0.3%) | 4,649,747 | 7,517.8% |
| FRANKLIN RESOURCES INC | High Conviction | Market Mover | $100,020,330 (0.3%) | 1,485,524 | -20.7% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $98,249,073 (0.3%) | 1,459,216 | -61.6% |
| MAN GROUP PLC | High Conviction | Significant Flow | $95,398,597 (0.3%) | 1,416,881 | -11.9% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | High Conviction | Significant Flow | $93,932,486 (0.3%) | 1,395,106 | 79.0% |
| EMPOWER ADVISORY GROUP, LLC | High Conviction | Moderate Flow | $83,681,391 (0.2%) | 1,242,854 | -5.8% |
| NORDEA INVESTMENT MANAGEMENT SVERIGE AB | High Conviction | Significant Flow | $80,328,280 (0.2%) | 1,192,168 | -24.7% |
| COVALIS CAPITAL LLP | High Conviction | Low Flow | $76,824,675 (0.2%) | 1,141,017 | 192.7% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | High Conviction | Market Mover | $68,866,538 (0.2%) | 1,022,821 | -9.1% |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $68,470,099 (0.2%) | 1,016,933 | -9.1% |
| RUSSELL INVESTMENTS GROUP, LTD. | Moderate Conviction | Market Mover | $68,007,973 (0.2%) | 1,009,996 | -9.9% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | High Conviction | Significant Flow | $67,754,516 (0.2%) | 1,006,305 | -19.0% |
| BARCLAYS PLC | High Conviction | Market Mover | $66,991,060 (0.2%) | 994,966 | -34.9% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $66,233,574 (0.2%) | 983,716 | 4.6% |
| MACKENZIE FINANCIAL CORP | High Conviction | Significant Flow | $64,924,155 (0.2%) | 963,022 | - |
| BROOKFIELD Corp /ON/ | Elite Conviction | Moderate Flow | $63,958,450 (0.2%) | 949,925 | NEW |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | High Conviction | Significant Flow | $62,887,971 (0.2%) | 934,026 | -8.7% |
| M&G PLC | High Conviction | Moderate Flow | $59,089,712 (0.2%) | 881,936 | -14.6% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | High Conviction | Significant Flow | $58,143,658 (0.2%) | 854,300 | - |
| AVENTAIL CAPITAL GROUP, LP | High Conviction | Low Flow | $57,344,894 (0.2%) | 851,699 | -41.0% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | High Conviction | Moderate Flow | $55,824,650 (0.2%) | 829,120 | - |
| LOS ANGELES CAPITAL MANAGEMENT LLC | High Conviction | Significant Flow | $54,204,624 (0.1%) | 734,480 | -5.1% |
| STANDARD LIFE ABERDEEN PLC | High Conviction | Significant Flow | $53,886,084 (0.1%) | 800,328 | -5.2% |
| WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC | High Conviction | Significant Flow | $52,526,422 (0.1%) | 780,134 | 2,160.5% |
| GABELLI FUNDS LLC | High Conviction | Moderate Flow | $51,911,430 (0.1%) | 771,000 | -6.0% |
| RHUMBLINE ADVISERS | High Conviction | Market Mover | $51,094,895 (0.1%) | 758,874 | -9.0% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | High Conviction | Market Mover | $50,676,530 (0.1%) | 752,659 | -5.4% |
| CANADA PENSION PLAN INVESTMENT BOARD | High Conviction | Significant Flow | $47,996,931 (0.1%) | 712,861 | -9.2% |
| NOMURA ASSET MANAGEMENT CO LTD | High Conviction | Significant Flow | $47,708,691 (0.1%) | 708,580 | -16.5% |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | High Conviction | Significant Flow | $47,037,815 (0.1%) | 698,616 | -4.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | High Conviction | Market Mover | $46,235,915 (0.1%) | 686,706 | -92.0% |
| VEST FINANCIAL, LLC | High Conviction | Moderate Flow | $45,421,020 (0.1%) | 674,603 | -22.7% |
| BTIM CORP. | High Conviction | Moderate Flow | $45,092,786 (0.1%) | 669,728 | -10.1% |
| SWEDBANK AB | High Conviction | Significant Flow | $44,652,314 (0.1%) | 663,186 | -5.3% |
| QUANTINNO CAPITAL MANAGEMENT LP | High Conviction | Significant Flow | $44,181,780 (0.1%) | 656,197 | 45.9% |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $42,073,305 (0.1%) | 624,882 | 18.2% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | High Conviction | Low Flow | $40,911,055 (0.1%) | 607,620 | 16.6% |
| CGNU PLC | High Conviction | Significant Flow | $40,640,725 (0.1%) | 603,605 | - |
| NATIONAL PENSION SERVICE | High Conviction | Significant Flow | $38,585,005 (0.1%) | 573,073 | - |
| ALLIANCEBERNSTEIN L.P. | High Conviction | Market Mover | $37,113,912 (0.1%) | 551,224 | 14.7% |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $34,537,529 (0.1%) | 512,959 | -10.3% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $33,611,955 (0.1%) | 499,212 | 5.1% |
| RETIREMENT SYSTEMS OF ALABAMA | High Conviction | Moderate Flow | $31,725,829 (0.1%) | 471,199 | -5.2% |
| VONTOBEL HOLDING LTD. | High Conviction | Significant Flow | $31,695,261 (0.1%) | 470,745 | 622.9% |
| STIFEL FINANCIAL CORP | High Conviction | Market Mover | $30,481,455 (0.1%) | 452,715 | -7.3% |
| Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 0002057170) | High Conviction | Significant Flow | $29,823,350 (0.1%) | 443,028 | -2.0% |
| PRINCIPAL FINANCIAL GROUP INC | High Conviction | Market Mover | $29,181,899 (0.1%) | 433,416 | -2.1% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $28,633,362 (0.1%) | 425,269 | 46.1% |
| ACT TWO INVESTORS LLC | High Conviction | Minimal Flow | $28,622,252 (0.1%) | 425,104 | -4.2% |
| ROYAL LONDON ASSET MANAGEMENT LTD | High Conviction | Significant Flow | $27,141,261 (0.1%) | 403,108 | -8.5% |
| KOREA INVESTMENT CORP | High Conviction | Significant Flow | $27,097,766 (0.1%) | 402,462 | 3.3% |
| PICTET ASSET MANAGEMENT HOLDING SA | High Conviction | Market Mover | $26,347,239 (0.1%) | 391,315 | -73.5% |
| ALPS ADVISORS INC | High Conviction | Moderate Flow | $25,936,391 (0.1%) | 385,213 | -5.8% |
| MARYLAND STATE RETIREMENT & PENSION SYSTEM | High Conviction | Moderate Flow | $25,059,688 (0.1%) | 372,192 | -2.7% |
| DEN DANSKE BANK AKTIESELSKAB /FI | Moderate Conviction | Significant Flow | $24,368,073 (0.1%) | 361,920 | 4.2% |
| BANK OF NOVA SCOTIA | High Conviction | Significant Flow | $23,796,442 (0.1%) | 353,430 | 353.7% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | High Conviction | Significant Flow | $22,806,960 (0.1%) | 338,734 | -74.9% |
| HIGHTOWER ADVISORS, LLC | High Conviction | Significant Flow | $21,928,886 (0.1%) | 325,693 | 4.7% |
| KLP KAPITALFORVALTNING AS | High Conviction | Significant Flow | $21,558,594 (0.1%) | 320,193 | -21.6% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $21,536,016 (0.1%) | 319,857 | -21.1% |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | High Conviction | Significant Flow | $21,230,630 (0.1%) | 315,322 | -11.5% |
| AE WEALTH MANAGEMENT LLC | Moderate Conviction | Significant Flow | $21,197,180 (0.1%) | 314,823 | -3.6% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $21,145,658 (0.1%) | 314,060 | 135.2% |
| ENVESTNET ASSET MANAGEMENT INC | High Conviction | Significant Flow | $21,028,881 (0.1%) | 312,326 | -24.3% |
| ZURCHER KANTONALBANK | High Conviction | Significant Flow | $20,399,509 (0.1%) | 302,978 | - |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $19,784,247 (0.1%) | 293,840 | 36.1% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $19,621,415 (0.1%) | 291,645 | 92.9% |
| HITE HEDGE ASSET MANAGEMENT LLC | High Conviction | Low Flow | $18,878,726 (0.1%) | 280,391 | NEW |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 1,010 | $36.59B | 322,728,411 | $113.39 |
| Q3 25 | 972 | $24.13B | 340,826,978 | $70.80 |
| Q2 25 | 920 | $19.22B | 313,565,527 | $61.29 |
| Q1 25 | 874 | $18.72B | 309,133,300 | $60.57 |
| Q4 24 | 865 | $17.90B | 318,756,706 | $56.15 |
| Q3 24 | 859 | $21.56B | 327,652,581 | $65.79 |
| Q2 24 | 809 | $17.34B | 314,161,923 | $55.19 |
| Q1 24 | 811 | $18.37B | 317,485,075 | $57.85 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.