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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcSell-200-7.9%2,346$169.54KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+19,628+55.4%55,071$3.98MQ2 2026Sep 09, 2026
Manufacturers Life Insurance Company, TheSell-5,966-0.8%736,012$53.19MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+78+3.6%2,246$162.32KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-1,298-19.5%5,366$387.80KQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+162,227+14.2%1,302,147$94.11MQ2 2026Sep 02, 2026
Citadel Advisors LlcSell-27,104-14.3%162,200$11.72MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+63+126.0%113$8.17KQ2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+3,155+4.0%81,821$5.91MQ2 2026Aug 27, 2026
Optimize Financial IncSell-10-0.3%2,904$209.87KQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-155,052-15.4%854,881$61.78MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-7-0.7%1,023$73.93KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-402-2.1%18,471$1.33MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+133,657+109.3%255,957$18.50MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-652-15.2%3,628$262.20KQ2 2026Aug 19, 2026
Fulcrum Asset Management LlpSell-20,201-30.7%45,525$3.36MQ2 2026Aug 18, 2026
Rakuten Investment Management, Inc.Buy+5,817+10.4%61,499$4.54MQ2 2026Aug 18, 2026
Glenview Trust CoSell-3,007-40.4%4,434$320.44KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcSell-47-0.4%12,710$918.58KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Buy+334,254334,254$24.16MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+26,506+53.3%76,205$5.51MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+6,6256,625$478.79KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Buy+3,1793,179$229.75KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+1,556+14.9%12,022$869.00KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioBuy+774+0.7%113,134$8.18MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-681-4.1%15,984$1.16MQ2 2026Aug 17, 2026
Brasada Capital Management, LpBuy+173+2.7%6,688$483.34KQ2 2026Aug 17, 2026
Hamilton Capital, LlcBuy+21+0.5%4,046$292.40KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+21+65.6%53$3.83KQ2 2026Aug 17, 2026
Aqr Capital Management LlcBuy+6,739,886+170.9%10,684,244$772.15MQ2 2026Aug 14, 2026
Showing 30 of 1,030

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.