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ES in the 13F filings

Eversource Energy · CUSIP 30040W108

Sector · UtilitiesTheme · Electric utilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2023
the date the book describes
Filed
15 Nov 2023
latest of these filings; the earliest 7 Nov 2023
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q2 2023 and Q3 2023; 13 listed it in both
Shares listed
11,229,209
combined, among listed positions
Reported value
$653m
combined, at the quarter end

Managers listing ES in Q3 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Invesco Ltd3,717,391$216m0.06%Added+394,31113 Nov 2023 (the filing on sec.gov)
Wellington Management Group LLP2,881,243$168munder 0.1%Added+4,08514 Nov 2023 (the filing on sec.gov)
MFS Investment Management1,658,940$96munder 0.1%Trimmed-4,4118 Nov 2023 (the filing on sec.gov)
Voloridge Investment Management LLC483,992$28m0.14%Trimmed-82,60614 Nov 2023 (the filing on sec.gov)
Two Sigma Investments LP426,418$25m0.07%Trimmed-154,11114 Nov 2023 (the filing on sec.gov)
Man Group PLC346,569$20m0.06%Trimmed-867,24414 Nov 2023 (the filing on sec.gov)
AQR Capital Management LLC332,090$19munder 0.1%Trimmed-429,84614 Nov 2023 (the filing on sec.gov)
Baillie Gifford & Co284,236$17munder 0.1%Added+126,26413 Nov 2023 (the filing on sec.gov)
ExodusPoint Capital Management LP268,350$16m0.15%Addedn.a.13 Nov 2023 (the filing on sec.gov)
Tudor Investment Corp169,299$9.8m0.10%Addedn.a.15 Nov 2023 (the filing on sec.gov)
GAMCO Investors Inc164,720$9.6m0.11%Trimmed-2,0188 Nov 2023 (the filing on sec.gov)
Holocene Advisors LP154,919$9.0munder 0.1%Added+28,49214 Nov 2023 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC105,016$6.1munder 0.1%Addedn.a.14 Nov 2023 (the filing on sec.gov)
Quantbot Technologies LP103,843$6.0m0.41%Added+35,5337 Nov 2023 (the filing on sec.gov)
Verition Fund Management LLC93,203$5.4m0.06%Added+28,47314 Nov 2023 (the filing on sec.gov)
Element Capital Management LLC38,980$2.3m0.20%Trimmed-7,66614 Nov 2023 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2023 to Q3 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

0102030201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ES by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20157$1.0bnn.a.n.a.
Q2 20159$871mn.a.n.a.
Q3 20158$1.2bnn.a.n.a.
Q4 20159$1.1bnn.a.n.a.
Q1 201611$1.4bnn.a.n.a.
Q2 201613$1.2bnn.a.n.a.
Q3 201613$1.1bnn.a.n.a.
Q4 20169$1.1bnn.a.n.a.
Q1 201710$1.4bnn.a.n.a.
Q2 201712$1.6bnn.a.n.a.
Q3 201716$1.7bnn.a.n.a.
Q4 201711$2.1bnn.a.n.a.
Q1 201812$2.3bnn.a.n.a.
Q2 201815$2.1bnn.a.n.a.
Q3 201814$2.0bnn.a.n.a.
Q4 201814$1.8bnn.a.n.a.
Q1 201911$2.0bnn.a.n.a.
Q2 201916$2.7bnn.a.n.a.
Q3 201913$3.1bnn.a.n.a.
Q4 201913$2.4bnn.a.n.a.
Q1 202015$1.5bnn.a.n.a.
Q2 202015$1.3bnn.a.n.a.
Q3 202013$1.1bnn.a.n.a.
Q4 202016$1.0bnn.a.n.a.
Q1 202110$845mn.a.n.a.
Q2 202112$762mn.a.n.a.
Q3 202112$1.1bnn.a.n.a.
Q4 20219$1.3bnn.a.n.a.
Q1 202216$989mn.a.n.a.
Q2 202221$1.1bnn.a.n.a.
Q3 202220$1.1bnn.a.n.a.
Q4 202211$1.1bnn.a.n.a.
Q1 202316$987mn.a.n.a.
Q2 202314$905mn.a.n.a.
Q3 202316$653mn.a.n.a.
Q4 20237$233m35
Q1 202410$456m74
Q2 20247$388m34
Q3 202412$1.8bn93
Q4 202410$1.4bn73
Q1 202513$2.3bn85
Q2 202514$1.8bn86
Q3 202515$1.9bn69
Q4 202510$1.6bn1617
Q1 20268$1.8bn1718
Q2 202611$2.2bn1616

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ES and SO →ES and D →ES and NEE →Choose a stock to compare with ES →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ES, latest filings →Back to the 13F Explorer →