Запись по ценной бумаге · архивный квартал
ES
Eversource Energy · Utilities · Regulated Electric
160Отслеживаемые держатели
+1Δ держателей
245.28MАкций в держании
$16.98BОтчётная стоимость
+7Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +0.6% ·
поток акций -1.5% ·
новые чистые позиции 0.0%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 385.89K | $23.80M | n/a | n/a |
| Q2 2026 | 159 | +1 | 258.51M | $18.68B | +7 | −5 |
| Q1 2026 | 160 | +1 | 245.28M | $16.98B | +7 | −7 |
| Q4 2025 | 158 | -3 | 275.88M | $18.57B | +2 | −4 |
| Q3 2025 | 23 | +1 | 158.44M | $11.27B | +1 | −1 |
| Q2 2025 | 20 | 0 | 148.22M | $9.43B | +1 | −1 |
| Q1 2025 | 17 | +2 | 59.95M | $3.72B | +2 | n/a |
| Q4 2024 | 15 | -2 | 59.20M | $3.40B | n/a | −2 |
| Q3 2024 | 16 | +6 | 27.96M | $1.90B | +6 | n/a |
| Q2 2024 | 10 | n/a | 15.51M | $878.59M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 42.14M | -1.4% | $2.92B | 0.1% | ▼ Trim | 4 | SEC ↗ ×23 |
| 2 | State Street Global Advisors ✦ (пассивный) | 28.16M | +0.5% | $1.95B | 0.1% | ▲ Add | 6 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 24.38M | n/a | $1.69B | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 12.80M | +9.3% | $886.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (пассивный) | 11.30M | +17.3% | $780.31M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Victory Capital Management Inc | 7.32M | -23.3% | $507.02M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | UBS AM, a distinct business unit of… | 6.53M | +6.5% | $452.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×11 |
| 8 | Charles Schwab Investment… | 5.87M | +0.7% | $407.85M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Morgan Stanley ✦ | 5.89M | +0.1% | $407.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×21 |
| 10 | Invesco Ltd. | 5.47M | +8.1% | $379.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×17 |
| 11 | Legal & General Group Plc | 4.89M | -3.7% | $338.74M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Nuveen, LLC | 4.61M | +3.8% | $319.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 3.97M | +15.0% | $275.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | AQR Capital Management ✦ | 3.94M | +105.4% | $269.24M | 0.1% | ▲ Add | 8 | SEC ↗ ×11 |
| 15 | Hsbc Holdings Plc | 3.66M | -46.9% | $252.86M | 0.2% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Northern Trust Corp | 3.62M | +0.7% | $251.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 17 | Bank of New York Mellon Corp | 3.00M | +6.0% | $208.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×20 |
| 18 | Royal Bank Of Canada | 2.76M | +2.1% | $191.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 19 | ProShare Advisors LLC | 2.42M | +6.3% | $167.44M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 2.38M | -26.7% | $164.59M | 0.0% | ▼ Trim | 7 | SEC ↗ ×5 |
| 21 | Amundi | 2.30M | -3.3% | $159.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Franklin Resources Inc | 2.26M | +52.3% | $156.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 23 | American Century Companies Inc | 2.20M | -6.5% | $152.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 2.09M | +5.4% | $145.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | First Trust Advisors Lp | 1.91M | -0.2% | $132.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.89M | -18.4% | $130.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | JPMorgan Chase ✦ | 1.68M | +14.9% | $114.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 28 | Bank Of America Corp /De/ | 1.58M | -2.6% | $109.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 29 | Deutsche Bank Ag\ | 1.52M | -71.6% | $105.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 30 | Wells Fargo & Company/Mn | 1.41M | +42.9% | $97.37M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 31 | Robeco Institutional Asset… | 1.31M | -5.9% | $90.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Empower Advisory Group, LLC | 1.28M | +2.7% | $88.41M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Allianz Asset Management GmbH | 1.14M | +1033.3% | $78.97M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | Barclays Plc | 1.13M | +14.0% | $78.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 35 | Mackenzie Financial Corp | 1.13M | +16.9% | $77.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Swiss National Bank | 1.10M | +8.3% | $76.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Schroder Investment Management Group | 1.05M | n/a | $71.59M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 38 | Nordea Investment Management Ab | 1.03M | -13.6% | $70.33M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 39 | California State Teachers… | 1.01M | -1.3% | $69.97M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | California Public Employees… | 990.16K | -1.6% | $68.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Man Group plc | 952.65K | -32.8% | $66.00M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Canada Pension Plan Investment Board | 926.21K | +29.9% | $64.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mitsubishi UFJ Asset Management… | 913.59K | +6.9% | $63.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Sumitomo Mitsui Trust Group, Inc. | 902.06K | -3.4% | $62.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Aberdeen Group plc | 833.50K | +4.1% | $57.74M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Russell Investments Group, Ltd. | 810.28K | -19.8% | $56.12M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 47 | Quantinno Capital Management LP | 782.89K | +19.3% | $54.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Massachusetts Financial Services Co… | 775.24K | Новый | $53.71M | 0.0% | New | 1 | SEC ↗ ×2 |
| 49 | Rhumbline Advisers | 745.23K | -1.8% | $51.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Manufacturers Life Insurance… | 741.98K | -1.4% | $51.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Nomura Asset Management Co Ltd | 732.71K | +3.4% | $50.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Swedbank AB | 702.20K | +5.9% | $48.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | National Pension Service | 701.01K | +22.3% | $48.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | BNP Paribas Asset Management… | 673.54K | +2.2% | $46.66M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 55 | New York State Common Retirement… | 647.71K | -5.7% | $44.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Aviva Plc | 623.26K | +3.3% | $43.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Lazard Asset Management Llc | 544.14K | +1322.1% | $37.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 531.99K | -0.8% | $36.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 59 | LPL Financial LLC | 524.90K | +5.2% | $36.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Healthcare Of Ontario Pension Plan… | 522.27K | +3421.5% | $36.18M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 481.05K | -23.0% | $33.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 464.59K | -9.4% | $32.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 63 | Sei Investments Co | 460.19K | +46.5% | $31.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Universal- Beteiligungs- und… | 451.37K | +1.9% | $31.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 65 | Alliancebernstein L.P. | 449.19K | -18.5% | $30.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Stifel Financial Corp | 430.36K | -4.9% | $29.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 67 | Principal Financial Group Inc | 421.94K | -2.6% | $29.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 68 | Royal London Asset Management Ltd | 403.99K | +0.2% | $27.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Korea Investment CORP | 403.38K | +0.2% | $27.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Connor, Clark & Lunn Investment… | 401.39K | +95.3% | $27.81M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Arrowstreet Capital ✦ | 380.76K | Новый | $26.38M | 0.0% | New | 1 | SEC ↗ |
| 72 | Citigroup Inc | 376.97K | -11.4% | $26.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 73 | Danske Bank A/S | 375.77K | +3.8% | $26.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | HighTower Advisors, LLC | 367.46K | +12.8% | $25.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Focus Partners Wealth | 350.93K | +132.1% | $24.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Raymond James Financial Inc | 334.70K | +4.6% | $23.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 77 | Envestnet Asset Management Inc | 327.02K | +4.7% | $22.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 319.28K | +9.5% | $22.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 79 | State Board Of Administration Of… | 315.32K | 0.0% | $21.85M | 0.0% | Held | 2 | SEC ↗ |
| 80 | Zurcher Kantonalbank (Zurich… | 314.18K | +3.7% | $21.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | BROOKFIELD Corp /ON/ | 283.53K | -70.2% | $19.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 269.31K | -2.0% | $18.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 83 | Cetera Investment Advisers | 268.86K | +3.8% | $18.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 261.72K | +1.5% | $18.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Commonwealth Equity Services, Llc | 240.26K | +3.8% | $16.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Pictet Asset Management Holding SA | 227.23K | -41.9% | $15.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Mariner, LLC | 223.27K | +105.2% | $15.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 88 | National Bank Of Canada /Fi/ | 219.08K | -10.1% | $15.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 89 | Cerity Partners LLC | 215.24K | +48.2% | $14.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 90 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 214.28K | +22.9% | $14.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 91 | Qube Research & Technologies Ltd | 211.48K | Новый | $14.65M | 0.0% | New | 1 | SEC ↗ |
| 92 | Td Asset Management Inc | 208.09K | +9.8% | $14.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Prudential Financial Inc | 205.91K | +10.3% | $14.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 94 | Citadel Advisors ✦ | 189.30K | -89.4% | $13.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Voya Investment Management Llc | 189.15K | +54.0% | $13.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 96 | Chevy Chase Trust Holdings, LLC | 184.83K | -2.9% | $12.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 97 | Wealthfront Advisers LLC | 179.19K | +0.7% | $12.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Mitsubishi UFJ Trust & Banking Corp | 178.08K | -89.7% | $12.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Creative Planning | 170.42K | +31.7% | $11.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Cwm, Llc | 158.67K | +41.0% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Massachusetts Financial… | $53.71M | 0.0% |
| Arrowstreet Capital | $26.38M | 0.0% |
| Qube Research & Technologies… | $14.65M | 0.0% |
Закрыто
| Norges Bank | $324.03M | составлял 0.0% |
| Adage Capital Partners | $22.81M | составлял 0.0% |
| Baillie Gifford | $9.38M | составлял 0.0% |
| Loomis Sayles & Co L P | $3.55M | составлял 0.0% |
| Capstone Investment Advisors… | $262,856 | составлял 0.0% |
| Group One Trading Llc | $51,911 | составлял 0.0% |
| Walleye Trading LLC | $44,034 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,053 держатели, 311.44M акции, $21.03B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Покупки на открытом рынке (P)
Покупок инсайдеров на открытом рынке в нашем окне покрытия нет.
Продажи на открытом рынке (S)
Aug 25
Conner Penelope M
Officer · 1.50K акц. · $107,250
Aug 24
Conner Penelope M
Officer · 1.50K акц. · $106,650
Вознаграждения, исполнение опционов и удержание налогов никогда не учитываются здесь как покупки или продажи. Методология
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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