Titelia

Fund shareholders of Eversource Energy

ISIN US30040W1080 · United States · LEI SJ7XXD41SQU3ZNWUJ746

Fund shareholders
716
Of which ETFs
223 493 other funds
Value held
≈ 9.3B $ 9.2B $ · 806.6M SEK · 3.2M €
Share of capital
34.4 % of 376.7M shares on Jul 31, 2026

716 funds hold this company. This table lists the 713 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 172,90012.5M $0.29 %0.05 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 170,74412.3M $0.04 %0.05 %as of Jun 30, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 166,34711.9M $0.85 %0.04 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 158,78011.5M $0.03 %0.04 %as of Jun 30, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 156,20611.3M $0.04 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 154,17711M $0.13 %0.04 %as of Jul 31, 2026 ↗
SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST 150,51010.9M $0.24 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 148,57510.6M $0.07 %0.04 %as of Jul 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 144,05010.4M $0.32 %0.04 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 143,39010.3M $0.08 %0.04 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 142,28910.3M $0.17 %0.04 %as of Jun 30, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 137,5349.8M $0.07 %0.04 %as of Jul 31, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 133,7179.7M $0.04 %0.04 %as of Jun 30, 2026 ↗
Swedbank Robur Access USA Swedbank Robur Fonder AB 132,40687.4M SEK0.29 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 129,1319.3M $0.09 %0.03 %as of Jun 30, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 128,4499.3M $0.26 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 126,9439.1M $0.07 %0.03 %as of Jul 31, 2026 ↗
DWS RREEF Global Infrastructure Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 122,9458.9M $1.13 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 121,7998.7M $0.04 %0.03 %as of Jul 31, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 121,2748.7M $0.03 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 120,0968.6M $0.04 %0.03 %as of Jul 31, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 118,7458.6M $0.04 %0.03 %as of Jun 30, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 118,3978.6M $0.41 %0.03 %as of Jun 30, 2026 ↗
Stock Index Fund Northern Funds 117,7588.5M $0.04 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 113,4657.7M $0.05 %0.03 %as of May 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 109,9627.9M $0.04 %0.03 %as of Jul 31, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 109,6147.9M $0.31 %0.03 %as of Jun 30, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 109,5057.9M $0.04 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 107,4637.3M $0.06 %0.03 %as of May 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 107,4597.7M $0.04 %0.03 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 105,2047.5M $0.08 %0.03 %as of Jul 31, 2026 ↗
Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust 105,0687.5M $1.70 %0.03 %as of Jul 31, 2026 ↗
LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND 104,2007.5M $0.60 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 102,1307.4M $0.04 %0.03 %as of Jun 30, 2026 ↗
Swedbank Robur Access Global Swedbank Robur Fonder AB 101,36166.9M SEK0.12 %0.03 %as of Mar 31, 2026 ↗
Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust 98,1007M $0.42 %0.03 %as of Jul 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 97,4877M $0.45 %0.03 %as of Jul 31, 2026 ↗
SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 96,4817M $0.50 %0.03 %as of Jun 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 92,7866.6M $0.55 %0.02 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 90,6746.5M $1.74 %0.02 %as of Jul 31, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 89,3806.5M $0.90 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 88,0256.3M $0.04 %0.02 %as of Jul 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 86,3115.9M $0.09 %0.02 %as of May 31, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 84,3646.1M $0.04 %0.02 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 83,5246M $0.10 %0.02 %as of Jul 31, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 83,3496M $0.04 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 81,4085.6M $0.06 %0.02 %as of May 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 81,2295.8M $0.27 %0.02 %as of Jul 31, 2026 ↗
Victory Pioneer Equity Income Fund Victory Portfolios IV 80,8305.8M $0.71 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 80,6195.8M $0.80 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 80,3735.8M $0.04 %0.02 %as of Jul 31, 2026 ↗
Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST 80,0005.7M $0.86 %0.02 %as of Jul 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 79,9745.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 79,9105.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST 78,4005.4M $0.30 %0.02 %as of May 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 77,5125.5M $0.04 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 76,9545.6M $0.04 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 76,7725.5M $0.04 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 76,6585.5M $0.04 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 76,0805.4M $0.20 %0.02 %as of Jul 31, 2026 ↗
Länsförsäkringar Global Index Länsförsäkringar Fondförvaltning AB 70,33346.4M SEK0.04 %0.02 %as of Mar 31, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 70,2985.1M $0.27 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 70,2555.1M $0.06 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 69,6605M $0.19 %0.02 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 69,2355M $0.24 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 68,4924.9M $0.04 %0.02 %as of Jun 30, 2026 ↗
VIP Growth and Income Portfolio Variable Insurance Products Fund III 66,7004.8M $0.17 %0.02 %as of Jun 30, 2026 ↗
Fidelity Puritan K6 Fund Fidelity Puritan Trust 65,2654.5M $0.19 %0.02 %as of May 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 65,0524.4M $0.04 %0.02 %as of May 31, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 65,0344.4M $4.68 %0.02 %as of May 31, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 64,7254.6M $0.08 %0.02 %as of Jul 31, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 63,5004.6M $0.04 %0.02 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 62,9064.3M $0.51 %0.02 %as of May 31, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 61,4094.2M $0.04 %0.02 %as of May 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 60,9184.4M $0.29 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Income Builder Fund JPMorgan Trust I 60,5594.3M $0.05 %0.02 %as of Jul 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 60,5194.4M $0.04 %0.02 %as of Jun 30, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 59,7904.3M $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 59,7784.3M $0.38 %0.02 %as of Jul 31, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 57,9064.2M $1.18 %0.02 %as of Jun 30, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 57,5384.2M $0.99 %0.02 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 57,3184.1M $0.08 %0.02 %as of Jul 31, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 56,6884.1M $1.67 %0.02 %as of Jun 30, 2026 ↗
AMF Aktiefond Global AMF Fonder AB 56,25037.1M SEK0.09 %0.01 %as of Mar 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 56,2494M $0.26 %0.01 %as of Jul 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 55,8284M $0.04 %0.01 %as of Jun 30, 2026 ↗
Morningstar U.S. Equity Fund Morningstar Funds Trust 55,3114M $0.21 %0.01 %as of Jul 31, 2026 ↗
iShares Global Utilities ETF iShares Trust 52,8883.8M $1.18 %0.01 %as of Jun 30, 2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 52,4593.8M $0.12 %0.01 %as of Jul 31, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 52,1583.6M $0.04 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 51,7393.7M $0.04 %0.01 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund 51,0003.7M $0.02 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 50,5213.4M $0.19 %0.01 %as of May 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 50,0073.6M $0.14 %0.01 %as of Jul 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 49,6803.6M $0.06 %0.01 %as of Jun 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 48,7973.5M $0.90 %0.01 %as of Jun 30, 2026 ↗
Boston Trust Walden Midcap Fund Boston Trust Walden Funds 47,2323.4M $2.20 %0.01 %as of Jun 30, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 46,9233.4M $0.97 %0.01 %as of Jun 30, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 46,8323.4M $0.05 %0.01 %as of Jun 30, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 46,7603.4M $0.04 %0.01 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
BNP Paribas Funds Environmental Infrastructure Income BNP Paribas Asset Management Luxembourg 4.55 %as of Dec 31, 2025 ↗
Amundi Dynamique Climat Amundi Asset Management 0.05 %as of Sep 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.05 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
ICON UTILITIES AND INCOME FUND SCM Trust 4.69 %as of Jun 30, 2026 ↗
Brookstone Dividend Stock ETF Northern Lights Fund Trust IV 4.68 %as of May 31, 2026 ↗
BNP Paribas Funds Environmental Infrastructure Income BNP Paribas Asset Management Luxembourg 4.55 %as of Dec 31, 2025 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4.20 %as of Jul 31, 2026 ↗
Sound Equity Dividend Income ETF Tidal Trust I 3.69 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 3.30 %as of Jul 31, 2026 ↗
MFG Global Sustainable Fund MFG Funds, Inc. 3.14 %as of Jun 30, 2026 ↗
Global X U.S. Electrification ETF GLOBAL X FUNDS 2.83 %as of Jul 31, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 2.58 %as of Jul 31, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 2.51 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3681-24128,216,127-1.8 %
2026Q2705+44130,615,683+8.1 %
2026Q1661+8120,843,261-1.8 %
2025Q4653+31123,080,563-2.8 %
2025Q3622-29126,659,546-7.1 %
2025Q2651+46136,378,553+5.1 %
2025Q1605-34129,726,742+1.9 %
2024Q4639+1127,318,695+11.1 %
2024Q3638+13114,615,609+3.0 %
2024Q2625+9111,243,219+6.2 %
2024Q1616+9104,764,690-5.6 %
2023Q4607110,929,722

Institutional managers

1,045 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.42,141,5562.9B $as of Mar 31, 2026
STATE STREET CORP28,157,2682B $as of Mar 31, 2026
FMR LLC12,796,942886.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC11,301,286780.3M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC7,318,444507M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC6,532,250452.6M $as of Mar 31, 2026
Magellan Asset Management Ltd6,182,582428.3M $as of Mar 31, 2026
MORGAN STANLEY5,885,125407.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,873,103407.9M $as of Mar 31, 2026
Invesco Ltd.5,473,510379.2M $as of Mar 31, 2026
Legal & General Group Plc4,889,411338.7M $as of Mar 31, 2026
Nuveen, LLC4,614,909319.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC3,970,764275.1M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC3,944,358269.2M $as of Mar 31, 2026
HSBC HOLDINGS PLC3,656,740252.9M $as of Mar 31, 2026
NORTHERN TRUST CORP3,624,889251.1M $as of Mar 31, 2026
Zimmer Partners, LP3,342,607231.6M $as of Mar 31, 2026
Bank of New York Mellon Corp3,004,763208.2M $as of Mar 31, 2026
ROYAL BANK OF CANADA2,757,798191.1M $as of Mar 31, 2026
ProShare Advisors LLC2,416,845167.4M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,375,737164.6M $as of Mar 31, 2026
Amundi2,301,820159.5M $as of Mar 31, 2026
FRANKLIN RESOURCES INC2,262,045156.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC2,198,616152.3M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,093,417145M $as of Mar 31, 2026

Funds holding the debt of Eversource Energy

440 funds declare 1,097 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD TOTAL BOND MARKET INDEX FUND12132.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND5121.8M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND12116.8M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND8105.1M $as of May 31, 2026
VANGUARD WELLESLEY INCOME FUND766M $as of Jun 30, 2026
VANGUARD WELLINGTON FUND862.5M $as of May 31, 2026
iShares Core U.S. Aggregate Bond ETF1644.5M $as of May 31, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.242.3M $as of Jun 30, 2026
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND139.3M $as of Jul 31, 2026
Intermediate Bond Fund of America337.8M $as of May 31, 2026
First Trust Preferred Securities and Income ETF236.5M $as of Jul 31, 2026
VANGUARD SHORT-TERM BOND INDEX FUND534.7M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF932.3M $as of May 31, 2026
JOHNSON INSTITUTIONAL CORE BOND FUND328.3M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND428M $as of Jun 30, 2026
PIMCO Short Asset Portfolio225.8M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF525.5M $as of Jun 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND323.4M $as of Jul 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF422.9M $as of May 31, 2026
First Trust Institutional Preferred Securities and Income ETF220.3M $as of Jul 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF1219.2M $as of Jun 30, 2026
Thornburg Strategic Income Fund418.9M $as of Jun 30, 2026
VOYA INTERMEDIATE BOND FUND818.7M $as of Jun 30, 2026
Schwab 5-10 Year Corporate Bond ETF518M $as of Jun 30, 2026
iShares Broad USD Investment Grade Corporate Bond ETF1617.8M $as of May 31, 2026
Cite this page

Titelia. "Fund shareholders of Eversource Energy". https://titelia.com/en/stocks/eversource-energy-US30040W1080