EVERSOURCE ENERGY ES
COM · Common Stock · CUSIP 30040W108 · ISIN US30040W1080
Publicly traded, Fortune 500 energy company
- SectorUtilities
- IndustryElectric Services
- HeadquartersSpringfield, MA
- Founded1966
- Websiteeversource.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($174.0m this quarter). Holder counts are more reliable. Shares outstanding: 349.1m as of 2023-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $70.83. Options: 8 managers hold calls ($10.6m notional), 9 hold puts ($6.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 832 |
| Q4 2022 | 874 |
| Q1 2023 | 868 |
| Q2 2023 | 856 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 406 | 317 |
| Q1 2023 | 414 | 352 |
| Q2 2023 | 373 | 389 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $9.4m | $3.8m | 0.40 |
| Q4 2022 | $12.2m | $7.3m | 0.60 |
| Q1 2023 | $10.7m | $2.3m | 0.22 |
| Q2 2023 | $10.6m | $6.5m | 0.61 |
Biggest buyers
| FMR LLC | Added | +1.5m |
| Man Group plc | New | +1.2m |
| MACQUARIE GROUP LTD | Added | +845.1k |
| AMERICAN CENTURY COMPANIES INC | Added | +799.5k |
| VANGUARD GROUP INC | Added | +789.3k |
| NFJ INVESTMENT GROUP, LLC | New | +675.0k |
| ANCHOR CAPITAL ADVISORS LLC | Added | +567.8k |
| Energy Income Partners, LLC | Added | +502.9k |
| NORDEA INVESTMENT MANAGEMENT AB | Added | +498.6k |
| STATE STREET CORP | Added | +488.4k |
Biggest sellers
| OFI INVEST ASSET MANAGEMENT | Reduced | -18.2m |
| Brookfield Corp /ON/ | Sold out | -2.0m |
| Zimmer Partners, LP | Reduced | -1.6m |
| Man Group plc | Sold out | -1.1m |
| Balyasny Asset Management L.P. | Reduced | -1.0m |
| PICTET ASSET MANAGEMENT SA | Reduced | -732.1k |
| CITADEL ADVISORS LLC | Reduced | -593.8k |
| JENNISON ASSOCIATES LLC | Sold out | -434.0k |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -363.3k |
| Magellan Asset Management Ltd | Reduced | -362.9k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $4.0m56.6k shares |
| CITADEL ADVISORS LLC | Reduced | $3.5m49.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m18.8k shares |
| PEAK6 Investments LLC | Added | $822.7k11.6k shares |
| SIMPLEX TRADING, LLC | Added | $758.0k10.7k shares |
| GROUP ONE TRADING LLC | Added | $148.9k2.1k shares |
| Twin Tree Management, LP | New | $21.3k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $2.7m38.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.8m25.9k shares |
| PEAK6 Investments LLC | Added | $936.1k13.2k shares |
| MILLENNIUM MANAGEMENT LLC | New | $432.6k6.1k shares |
| WOLVERINE TRADING, LLC | New | $320.7k4.6k shares |
| GROUP ONE TRADING LLC | Added | $85.1k1.2k shares |
| Twin Tree Management, LP | New | $85.1k1.2k shares |
| SIMPLEX TRADING, LLC | Added | $85.0k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 1 | $60.2k | — |
| Q2 2022 | 0 | — | 4 | $2.0m | — |
| Q3 2022 | 0 | — | 1 | $456.6k | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.08% of their portfolio | 46.5m $3.3bn | Added +789.3k |
| BlackRock Inc. 0.07% of their portfolio | 38.2m $2.7bn | Reduced -94.8k |
| STATE STREET CORP 0.09% of their portfolio | 25.1m $1.8bn | Added +488.4k |
| WELLS FARGO & COMPANY/MN 0.16% of their portfolio | 7.9m $557.7m | Added +128.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.06% of their portfolio | 7.8m $551.5m | Added +246.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.14% of their portfolio | 7.2m $486.9m | Added +442.4k |
| Legal & General Group Plc 0.15% of their portfolio | 6.5m $458.5m | Added +157.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.50% of their portfolio | 5.2m $366.6m | Added +498.6k |
| Magellan Asset Management Ltd 3.04% of their portfolio | 4.8m $341.1m | Reduced -362.9k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 4.1m $292.6m | Reduced -121.5k |
| MORGAN STANLEY 0.03% of their portfolio | 3.7m $265.3m | Added +147.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.14% of their portfolio | 3.7m $286.4m | Unchanged |
| Public Sector Pension Investment Board 1.73% of their portfolio | 3.4m $241.3m | Reduced -861 |
| Invesco Ltd. 0.06% of their portfolio | 3.3m $235.7m | Added +104.3k |
| ROYAL BANK OF CANADA 0.06% of their portfolio | 3.3m $231.3m | Added +135.5k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 3.3m $230.9m | Added +482.7k |
| FMR LLC 0.02% of their portfolio | 3.0m $215.0m | Added +1.5m |
| Bank of New York Mellon Corp 0.04% of their portfolio | 3.0m $213.6m | Reduced -21.4k |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 3.0m $212.2m | Reduced -19.8k |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 3.0m $210.0m | Added +799.5k |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 3.0m $209.8m | Reduced -257.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 2.9m $204.0m | Reduced -194.8k |
| Amundi 0.10% of their portfolio | 2.9m $203.6m | Reduced -46.5k |
| DEUTSCHE BANK AG\ 0.10% of their portfolio | 2.7m $194.5m | Reduced -116.0k |
| Caisse de depot et placement du Quebec 0.51% of their portfolio | 2.7m $193.2m | Added +242.9k |
| NORGES BANK 0.04% of their portfolio | 2.7m $191.2m | Added +21.0k |
| PICTET ASSET MANAGEMENT SA 0.18% of their portfolio | 2.2m $155.4m | Reduced -732.1k |
| FRANKLIN RESOURCES INC 0.07% of their portfolio | 2.2m $153.9m | Reduced -3.7k |
| California Public Employees Retirement System 0.13% of their portfolio | 2.2m $153.3m | Reduced -31.8k |
| MACQUARIE GROUP LTD 0.15% of their portfolio | 1.9m $131.8m | Added +845.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.04% of their portfolio | 1.7m $118.0m | Added +33.2k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.11% of their portfolio | 1.3m $91.2m | Reduced -242.8k |
| UBS Group AG 0.04% of their portfolio | 1.3m $90.8m | Added +32.2k |
| FIRST TRUST ADVISORS LP 0.10% of their portfolio | 1.3m $89.5m | Added +136.6k |
| Swiss National Bank 0.06% of their portfolio | 1.3m $89.3m | Reduced -123.0k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.2m $86.6m | Added +30.3k |
| Man Group plc 0.27% of their portfolio | 1.2m $86.1m | New |
| Nuveen Asset Management, LLC 0.03% of their portfolio | 1.2m $83.4m | Reduced -19.9k |
| M&G INVESTMENT MANAGEMENT LTD 0.49% of their portfolio | 1.2m $82.3m | Reduced -5.2k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 1.1m $81.4m | Added +338.2k |
| Allianz Asset Management GmbH 0.16% of their portfolio | 1.1m $80.1m | Added +32.7k |
| HSBC HOLDINGS PLC 0.08% of their portfolio | 1.1m $78.6m | Added +128.0k |
| Energy Income Partners, LLC 1.60% of their portfolio | 1.1m $75.0m | Added +502.9k |
| GABELLI FUNDS LLC 0.54% of their portfolio | 1.0m $71.0m | Reduced -9.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 959.3k $68.0m | Reduced -67.0k |
| APG Asset Management N.V. 0.13% of their portfolio | 957.0k $62.2m | Reduced -119.2k |
| 1832 Asset Management L.P. 0.13% of their portfolio | 931.1k $66.0m | Added +102.4k |
| Boston Trust Walden Corp 0.53% of their portfolio | 909.6k $64.5m | Added +122.0k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 848.9k $60.2m | Added +99.1k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.19% of their portfolio | 844.9k $59.9m | Added +236.3k |
| Bahl & Gaynor LLC 0.36% of their portfolio | 841.7k $59.7m | Reduced -27.4k |
| TD Asset Management Inc 0.07% of their portfolio | 841.3k $59.7m | Reduced -22.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 838.4k $59.5m | Added +87.2k |
| Empower Advisory Group, LLC 0.25% of their portfolio | 819.3k $58.1m | Added +11.1k |
| PANAGORA ASSET MANAGEMENT INC 0.34% of their portfolio | 809.8k $57.4m | Reduced -7.4k |
| NOMURA ASSET MANAGEMENT CO LTD 0.25% of their portfolio | 771.0k $54.7m | Added +159.7k |
| AQR CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 761.9k $53.5m | Added +30.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.11% of their portfolio | 760.2k $53.9m | Added +253.3k |
| BARCLAYS PLC 0.03% of their portfolio | 747.6k $53.0m | Added +415.9k |
| CREDIT SUISSE AG/ 0.05% of their portfolio | 683.5k $48.5m | Reduced -15.2k |
| NFJ INVESTMENT GROUP, LLC 1.27% of their portfolio | 675.0k $47.9m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.07% of their portfolio | 660.8k $46.9m | Reduced -62.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 650.7k $46.1m | Reduced -78.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 647.4k $45.9m | Reduced -25.7k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.36% of their portfolio | 644.8k $45.7m | Added +59.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 644.1k $45.7m | Reduced -8.7k |
| CANADA LIFE ASSURANCE Co 0.11% of their portfolio | 624.9k $44.6m | Reduced -121.2k |
| Ensign Peak Advisors, Inc 0.09% of their portfolio | 611.7k $43.4m | Reduced -126.0k |
| TWO SIGMA INVESTMENTS, LP 0.11% of their portfolio | 580.5k $41.2m | Added +235.7k |
| ANCHOR CAPITAL ADVISORS LLC 1.06% of their portfolio | 578.1k $41.0m | Added +567.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.19% of their portfolio | 566.6k $40.2m | Reduced -91.5k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 522.3k $37.0m | Added +83.0k |
| Swedbank AB 0.06% of their portfolio | 518.6k $36.8m | Added +6.0k |
| Korea Investment CORP 0.10% of their portfolio | 508.4k $36.1m | Added +395.2k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 494.5k $35.1m | Reduced -5.5k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 493.9k $35.6m | Reduced -46.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 470.2k $33.3m | Reduced -15.0k |
| Mitsubishi UFJ Trust & Banking Corp 0.07% of their portfolio | 452.7k $32.1m | Added +108.1k |
| Robeco Institutional Asset Management B.V. 0.08% of their portfolio | 452.3k $32.1m | Reduced -30.6k |
| PNC Financial Services Group, Inc. 0.03% of their portfolio | 436.7k $31.0m | Reduced -1.6k |
| National Pension Service 0.05% of their portfolio | 436.2k $30.4m | Added +22.2k |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 432.2k $30.6m | Reduced -50.5k |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 422.6k $30.0m | Added +101.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 421.5k $29.9m | Reduced -363.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.07% of their portfolio | 414.7k $29.4m | Reduced -18.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 406.3k $28.8m | Reduced -266.4k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 396.3k $28.1m | Added +13.4k |
| Maryland State Retirement & Pension System 0.59% of their portfolio | 395.1k $28.0m | Added +11.2k |
| AVIVA PLC 0.11% of their portfolio | 388.7k $27.6m | Added +40.4k |
| Aberdeen Group plc 0.06% of their portfolio | 384.4k $27.3m | Added +5.4k |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 381.0k $27.0m | Added +3.8k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.12% of their portfolio | 372.6k $26.4m | Added +107.4k |
| RWC Asset Management LLP 1.24% of their portfolio | 362.5k $25.7m | Added +97.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 357.8k $25.4m | Added +59.9k |
| TORONTO DOMINION BANK 0.02% of their portfolio | 352.0k $24.9m | Added +197.2k |
| AXA S.A. 0.08% of their portfolio | 337.6k $23.9m | Added +99.0k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 326.7k $23.2m | Added +419 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.06% of their portfolio | 324.7k $23.0m | Added +23.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 310.9k $22.0m | Added +31.1k |
| LBP AM SA 0.48% of their portfolio | 286.4k $20.3m | Reduced -19.8k |