13F

Stock

Eversource Energy

ES · held by 32 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$667.4M

Holders

32

+2 new · −0 exited

Holders’ est. mark

$16M

Price effect on 15 books still in the name

Largest holder

$401.3M

MORGAN STANLEY

Holder count by quarter

Q1 2015Q2 2015Q3 2015Q2 2016Q3 2016Q4 2016Q1 2017Q2 2017Q3 2017Q4 2017Q2 2018Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY5.64M$401.3M—Held
BANK OF AMERICA CORP /DE/1.54M$109.7M—Held
BARCLAYS PLC1.45M$102.9M$10.9MAdded$9.85M
Swiss Life Asset Management Ltd515.6K$36.7M$3.88MAdded$2.67M
Sanctuary Advisors, LLC90.8K$6.46M$670.7KAdded$788.9K
OP Asset Management Ltd40.4K$2.88M$290.6KAdded$417K
AIA Group Ltd25.5K$1.81M—Held
Finivi Inc.13.4K$953.4K$100.8KCut−$304.8K
Allworth Financial LP12.7K$906.8K—Held
ONTARIO TEACHERS PENSION PLAN BOARD12.5K$891.5K—New
Savant Capital, LLC9.57K$680.9K$71.9KAdded$36.8K
NWAM LLC7.18K$522K$32.5KAdded$211.6K
American State Bank (Iowa)5.44K$386.7K$40.9KAdded$40.9K
GROUPAMA ASSET MANAGMENT4.34K$309K—Held
Essential Partners LLC3.12K$222.2K$1.65KAdded$208.3K
IFP Advisors, Inc3.09K$220K—Held
Medallion Wealth Advisors, LLC2.38K$169.7K$16.9KAdded$17K
Cape Investment Advisory, Inc.1.82K$129.5K—Held
Holos Integrated Wealth LLC1.25K$90.4K—Held
Peck Wealth Management, LLC697$49.6K—Held
BROADWATER CAPITAL MANAGEMENT LLC620$44.1K$43.5KAdded$4.66K
VIRTUS ADVISERS, LLC600$42.7K—New
MV CAPITAL MANAGEMENT, INC.532$37.8K—Held
KBC Group NV413.2K$29.4K—Held
Leonteq Securities AG82$5.83K$616Cut−$147
Kilter Group LLC77$5.48K—Held
Pensionfund Sabic19.3K$1.37K$145Added$145
Clark Wealth Partners19$1.28K$70Added$70
NEW MEXICO EDUCATIONAL RETIREMENT BOARD16.6K$1.18K—Held
Principia Wealth Advisory, LLC13$925—Held
Aventura Private Wealth, LLC9$640$67Cut−$42.9K
Scarborough Advisors, LLC5$356—Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.