EVERSOURCE ENERGY (ES) Institutional Ownership Changes & 13F Activity
EVERSOURCE ENERGY (ES). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Aqr Capital Management Llc, Jefferies Financial Group Inc., Allianz Asset Management Gmbh, California State Teachers Retirement System, and Mercer Global Advisors Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Sell | -200 | -7.9% | 2,346 | $169.54K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +19,628 | +55.4% | 55,071 | $3.98M | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -5,966 | -0.8% | 736,012 | $53.19M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +78 | +3.6% | 2,246 | $162.32K | Q2 2026 | Sep 04, 2026 |
| Anchor Capital Advisors Llc | Sell | -1,298 | -19.5% | 5,366 | $387.80K | Q2 2026 | Sep 03, 2026 |
| Allianz Asset Management Gmbh | Buy | +162,227 | +14.2% | 1,302,147 | $94.11M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -27,104 | -14.3% | 162,200 | $11.72M | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +63 | +126.0% | 113 | $8.17K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +3,155 | +4.0% | 81,821 | $5.91M | Q2 2026 | Aug 27, 2026 |
| Optimize Financial Inc | Sell | -10 | -0.3% | 2,904 | $209.87K | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -155,052 | -15.4% | 854,881 | $61.78M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -7 | -0.7% | 1,023 | $73.93K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -402 | -2.1% | 18,471 | $1.33M | Q2 2026 | Aug 21, 2026 |
| Mercer Global Advisors Inc | Buy | +133,657 | +109.3% | 255,957 | $18.50M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -652 | -15.2% | 3,628 | $262.20K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Sell | -20,201 | -30.7% | 45,525 | $3.36M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +5,817 | +10.4% | 61,499 | $4.54M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Sell | -3,007 | -40.4% | 4,434 | $320.44K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -47 | -0.4% | 12,710 | $918.58K | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Buy | +334,254 | — | 334,254 | $24.16M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +26,506 | +53.3% | 76,205 | $5.51M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Buy | +6,625 | — | 6,625 | $478.79K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Buy | +3,179 | — | 3,179 | $229.75K | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +1,556 | +14.9% | 12,022 | $869.00K | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Buy | +774 | +0.7% | 113,134 | $8.18M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -681 | -4.1% | 15,984 | $1.16M | Q2 2026 | Aug 17, 2026 |
| Brasada Capital Management, Lp | Buy | +173 | +2.7% | 6,688 | $483.34K | Q2 2026 | Aug 17, 2026 |
| Hamilton Capital, Llc | Buy | +21 | +0.5% | 4,046 | $292.40K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +21 | +65.6% | 53 | $3.83K | Q2 2026 | Aug 17, 2026 |
| Aqr Capital Management Llc | Buy | +6,739,886 | +170.9% | 10,684,244 | $772.15M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about ES activity
Which institutional owners are buying ES?
Institutional owners buying ES include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ES activity?
"Buy" means an investor increased their reported position in ES compared to the prior reporting period. This reflects growing exposure to EVERSOURCE ENERGY (ES) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ES increasing?
Institutional interest in ES can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related ES Institutional Insights
- ES Overview
- ES 13F Institutional Holders
- ES Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- ES Insider Trading & SEC Form 4 Activity
- ES Articles
- Top Institutional Investor Stock Rankings