As of the latest SEC filings, EVERSOURCE ENERGY (ES) is held by 722 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $827,168,906.40 in market value, representing 0.04% of its portfolio.
Funds holding EVERSOURCE ENERGY (ES)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ES
- CIK:
- 0000072741
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $827,168,906.40 | 11,939,505 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.05% | $660,474,714.08 | 9,533,411 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.28% | $561,815,629.44 | 8,109,348 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.83% | $445,927,648.00 | 6,436,600 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.05% | $363,884,916.86 | 4,774,766 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.05% | $334,322,209.76 | 4,825,667 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.38% | $314,787,790.80 | 4,452,444 | Apr 30, 2026 | Jun 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.05% | $302,091,560.32 | 4,360,444 | Mar 31, 2026 | May 28, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 1.17% | $242,356,265.92 | 3,498,214 | Mar 31, 2026 | May 28, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.11% | $240,654,749.12 | 3,473,654 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 1.75% | $192,487,331.29 | 2,525,749 | Feb 28, 2026 | Apr 28, 2026 |
|
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
|
ETF | ProShares | 1.48% | $177,760,129.84 | 2,332,504 | Feb 28, 2026 | Apr 24, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.49% | $169,108,877.44 | 2,440,948 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.18% | $161,319,654.30 | 2,281,749 | Apr 30, 2026 | Jun 29, 2026 |
|
VWNEX
VANGUARD WINDSOR FUND
|
MF | Vanguard | 0.61% | $148,347,971.80 | 2,098,274 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.05% | $146,537,384.16 | 2,115,147 | Mar 31, 2026 | May 28, 2026 |
|
PMAIX
Victory Pioneer Multi-Asset Income Fund
|
MF | Independent / Boutique | 1.53% | $129,667,476.40 | 1,834,052 | Apr 30, 2026 | Jun 25, 2026 |
|
FNKLX
Fidelity Series Value Discovery Fund
|
MF | Fidelity | 0.77% | $122,530,170.00 | 1,733,100 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.05% | $110,488,876.95 | 1,449,795 | Feb 28, 2026 | Apr 24, 2026 |
|
FBLEX
Fidelity Series Stock Selector Large Cap Value Fund
|
MF | Fidelity | 0.69% | $107,570,050.00 | 1,521,500 | Apr 30, 2026 | Jun 26, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.11% | $104,644,484.00 | 1,480,120 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.21% | $99,488,989.76 | 1,436,042 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.20% | $98,341,508.30 | 1,390,969 | Apr 30, 2026 | Jun 26, 2026 |
|
FDVV
Fidelity High Dividend ETF
|
ETF | Fidelity | 1.06% | $96,865,999.30 | 1,370,099 | Apr 30, 2026 | Jun 26, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.92% | $89,053,720.00 | 1,259,600 | Apr 30, 2026 | Jun 26, 2026 |
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