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Also trades as: 0IJ2.L (LSE) · $vol 0M

ES Institutional Ownership

Eversource Energy
1W: +3.6% 1M: +7.1% 3M: -9.3% YTD: -0.4% 1Y: -8.2% 3Y: +40.7% 5Y: -6.8%
$67.76
+0.21 (+0.31%)
 
Weekly Expected Move ±3.0%
$63 $65 $67 $69 $71
NYSE · Utilities · Regulated Electric · Tech Score Buy · Power 65 · $25.5B mcap · 376M float · 0.652% daily turnover · Short 37% of daily vol
Credit Risk of going bust: lower than 60% of companies Debt: 53.9% of company value Bonds: $449.9M held by 476 funds, 71 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.62 (down 95%), Eversource Energy would be worth roughly what it owes.
Total debt $29.81B against a stock market value of $25.52B.
Distance to default 6.21 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $16.37B (short-term plus half of long-term), stock volatility 24.8%; Altman Z'' 0.77. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — ES

1,210
Institutional Holders
+64 vs prior quarter
0.0%
Ownership
+0.00pp
$24B
Total Invested
155
New Positions
476
Increased
404
Reduced
85
Closed
0.75
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1282 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 42,706,691 $2.9B +565,135 +1.3% 8Q SEC ↗
2 STATE STREET CORP 28,475,822 $1.9B +318,554 +1.1% 46Q SEC ↗
3 VANGUARD CAPITAL MANAGEMENT LLC 24,543,557 $1.7B +160,413 +0.7% 2Q SEC ↗
4 VANGUARD PORTFOLIO MANAGEMENT LLC 20,234,827 $1.4B +231,608 +1.2% 2Q SEC ↗
5 GEODE CAPITAL MANAGEMENT, LLC 11,541,887 $782M +240,601 +2.1% 45Q SEC ↗
6 AQR CAPITAL MANAGEMENT LLC 10,684,244 $724M +6,739,886 +170.9% 46Q SEC ↗
7 FMR LLC 9,557,924 $648M -3,239,018 -25.3% 46Q SEC ↗
8 VICTORY CAPITAL MANAGEMENT INC 8,553,991 $580M +1,235,547 +16.9% 45Q SEC ↗
9 UBS AM, a distinct business unit of UB 6,620,413 $449M +88,163 +1.3% 46Q SEC ↗
10 Invesco Ltd. 6,056,927 $410M +583,417 +10.7% 46Q SEC ↗
11 MORGAN STANLEY 6,038,233 $409M +153,108 +2.6% 46Q SEC ↗
12 CHARLES SCHWAB INVESTMENT MANAGEMENT I 5,889,452 $399M +16,349 +0.3% 15Q SEC ↗
13 Sixth Street Partners Management Compa NEW 5,889,452 $399M — +0.0% 1Q SEC ↗
14 Nuveen, LLC 5,153,479 $349M +538,570 +11.7% 6Q SEC ↗
15 Legal & General Group Plc 4,970,456 $337M +81,045 +1.7% 27Q SEC ↗
16 GOLDMAN SACHS GROUP INC 4,571,895 $310M +601,131 +15.1% 15Q SEC ↗
17 DEUTSCHE BANK AG 4,310,891 $292M +2,793,387 +184.1% 46Q SEC ↗
18 NORGES BANK NEW 4,257,095 $288M — +0.0% 1Q SEC ↗
19 HSBC HOLDINGS PLC 3,759,955 $255M +103,215 +2.8% 46Q SEC ↗
20 NORTHERN TRUST CORP 3,718,094 $252M +93,205 +2.6% 46Q SEC ↗
21 Magellan Asset Management Ltd 3,437,065 $233M -2,745,517 -44.4% 37Q SEC ↗
22 Bank of New York Mellon Corp 3,099,703 $210M +94,940 +3.2% 46Q SEC ↗
23 ROYAL BANK OF CANADA 2,703,829 $183M -53,969 -2.0% 46Q SEC ↗
24 Zimmer Partners, LP 2,691,701 $182M -650,906 -19.5% 11Q SEC ↗
25 ProShare Advisors LLC 2,523,412 $171M +106,567 +4.4% 46Q SEC ↗
26 Amundi 2,372,598 $161M +70,778 +3.1% 21Q SEC ↗
27 DIMENSIONAL FUND ADVISORS LP 2,271,875 $154M +178,458 +8.5% 46Q SEC ↗
28 VANGUARD FIDUCIARY TRUST CO 2,112,178 $143M +1,357 +0.1% 2Q SEC ↗
29 FIRST TRUST ADVISORS LP 2,066,768 $140M +155,190 +8.1% 46Q SEC ↗
30 UBS Group AG 2,023,242 $137M +137,879 +7.3% 46Q SEC ↗
31 FRANKLIN RESOURCES INC 1,969,146 $133M -292,899 -12.9% 22Q SEC ↗
32 JPMORGAN CHASE & CO 1,877,845 $127M +201,044 +12.0% 46Q SEC ↗
33 MACKENZIE FINANCIAL CORP 1,527,855 $104M +402,201 +35.7% 35Q SEC ↗
34 LSV ASSET MANAGEMENT 1,509,397 $102M -6,001 -0.4% 7Q SEC ↗
35 WELLS FARGO & COMPANY/MN 1,487,715 $101M +82,277 +5.9% 46Q SEC ↗
36 BANK OF AMERICA CORP /DE 1,467,807 $99M -115,234 -7.3% 15Q SEC ↗
37 ONTARIO TEACHERS PENSION PLAN BOARD 1,437,437 $97M +1,409,114 +4975.2% 4Q SEC ↗
38 Allianz Asset Management GmbH 1,302,147 $88M +162,227 +14.2% 46Q SEC ↗
39 Empower Advisory Group, LLC 1,301,909 $88M +25,828 +2.0% 14Q SEC ↗
40 AMERICAN CENTURY COMPANIES INC 1,268,647 $86M -929,969 -42.3% 15Q SEC ↗
41 Bridgewater Associates, LP NEW 1,195,140 $81M — +0.0% 1Q SEC ↗
42 SCHRODER INVESTMENT MANAGEMENT GROUP 1,186,578 $80M +140,082 +13.4% 41Q SEC ↗
43 LOS ANGELES CAPITAL MANAGEMENT LLC 1,179,781 $80M -768,492 -39.4% 18Q SEC ↗
44 Robeco Institutional Asset Management 1,149,543 $78M -163,354 -12.4% 46Q SEC ↗
45 CANADA PENSION PLAN INVESTMENT BOARD 1,096,271 $74M +170,061 +18.4% 46Q SEC ↗
46 Quantinno Capital Management LP 1,074,021 $73M +291,134 +37.2% 12Q SEC ↗
47 Swiss National Bank 1,060,033 $72M -41,100 -3.7% 46Q SEC ↗
48 Mitsubishi UFJ Asset Management Co., L 982,349 $67M +68,761 +7.5% 46Q SEC ↗
49 MASSACHUSETTS FINANCIAL SERVICES CO /M 970,366 $66M +195,128 +25.2% 2Q SEC ↗
50 Sumitomo Mitsui Trust Group, Inc. 909,268 $62M +7,207 +0.8% 46Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
AQR CAPITAL MANAGEMENT LLC +6,739,886 +170.9% 10,684,244
DEUTSCHE BANK AG +2,793,387 +184.1% 4,310,891
ONTARIO TEACHERS PENSION PLAN BOARD +1,409,114 +4975.2% 1,437,437
VICTORY CAPITAL MANAGEMENT INC +1,235,547 +16.9% 8,553,991
RENAISSANCE TECHNOLOGIES LLC +634,000 +2172.7% 663,180
GOLDMAN SACHS GROUP INC +601,131 +15.1% 4,571,895
Invesco Ltd. +583,417 +10.7% 6,056,927
BlackRock, Inc. +565,135 +1.3% 42,706,691
Nuveen, LLC +538,570 +11.7% 5,153,479
Freestone Grove Partners LP +446,917 +4508.4% 456,830
MACKENZIE FINANCIAL CORP +402,201 +35.7% 1,527,855
BNP PARIBAS FINANCIAL MARKETS +345,988 +71.9% 827,038
Cerity Partners LLC +322,136 +149.7% 537,372
STATE STREET CORP +318,554 +1.1% 28,475,822
Quantinno Capital Management LP +291,134 +37.2% 1,074,021
IEQ CAPITAL, LLC +290,667 +95.4% 595,400
Mariner, LLC +269,626 +120.8% 492,896
Arbejdsmarkedets Tillaegspension +251,947 +168.1% 401,800
Arax Advisory Partners +243,366 +2800.5% 252,056
GEODE CAPITAL MANAGEMENT, LLC +240,601 +2.1% 11,541,887
Biggest Decreases (20)
HolderReducedChange %Total Shares
FMR LLC -3,239,018 -25.3% 9,557,924
Magellan Asset Management Ltd -2,745,517 -44.4% 3,437,065
WELLINGTON MANAGEMENT GROUP LLP -2,360,116 -99.3% 15,621
NORDEA INVESTMENT MANAGEMENT AB -952,291 -92.5% 77,608
AMERICAN CENTURY COMPANIES INC -929,969 -42.3% 1,268,647
LOS ANGELES CAPITAL MANAGEMENT LLC -768,492 -39.4% 1,179,781
BARCLAYS PLC -674,193 -59.5% 459,749
Zimmer Partners, LP -650,906 -19.5% 2,691,701
JUPITER ASSET MANAGEMENT LTD -553,405 -99.3% 4,001
Connor, Clark & Lunn Investment Man -340,043 -84.7% 61,346
FRANKLIN RESOURCES INC -292,899 -12.9% 1,969,146
HEALTHCARE OF ONTARIO PENSION PLAN -265,262 -50.8% 257,012
SEI INVESTMENTS CO -235,961 -51.3% 224,234
Act Two Investors LLC -171,269 -41.8% 238,057
Robeco Institutional Asset Manageme -163,354 -12.4% 1,149,543
Man Group plc -161,642 -17.0% 791,008
TEACHER RETIREMENT SYSTEM OF TEXAS -158,229 -91.0% 15,723
CALIFORNIA STATE TEACHERS RETIREMEN -155,052 -15.4% 854,881
Aventail Capital Group, LP -153,971 -51.9% 142,457
BNP PARIBAS ASSET MANAGEMENT Holdin -147,439 -21.9% 526,106

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms