Eversource Energy
US ˙ NYSE ˙ US30040W1080

SecurityES / Eversource Energy
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,093,417 shares
Latest Disclosed Value $ 145,020,368
Dimensional Fund Advisors Lp reports 5.40% increase in ownership of ES / Eversource Energy

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,093,417 shares of Eversource Energy (US:ES) valued at $145,031,930 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,986,183 shares of Eversource Energy. This represents a change in shares of 5.40% during the quarter. The current value of the position is $147,795,240 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F EVERSOURCE ENERGY COM 30040W108 2,093,417 107,234 5.40 145,020 8.44 0.0301
2026-02-12 2025-12-31 13F EVERSOURCE ENERGY COM 30040W108 1,986,183 13,145 0.67 133,733 -4.72 0.0281
2025-11-12 2025-09-30 13F EVERSOURCE ENERGY COM 30040W108 1,973,038 295,371 17.61 140,353 31.50 0.0301
2025-08-12 2025-06-30 13F EVERSOURCE ENERGY COM 30040W108 1,677,667 185,370 12.42 106,730 15.17 0.0247
2025-05-13 2025-03-31 13F EVERSOURCE ENERGY COM 30040W108 1,492,297 47,844 3.31 92,675 11.72 0.0230
2025-02-13 2024-12-31 13F EVERSOURCE ENERGY COM 30040W108 1,444,453 38,019 2.70 82,954 -13.32 0.0199
2024-11-07 2024-09-30 13F EVERSOURCE ENERGY COM 30040W108 1,406,434 83,115 6.28 95,701 27.51 0.0232
2024-08-09 2024-06-30 13F EVERSOURCE ENERGY COM 30040W108 1,323,319 121,663 10.12 75,051 4.49 0.0196
2024-05-10 2024-03-31 13F EVERSOURCE ENERGY COM 30040W108 1,201,656 -18,290 -1.50 71,823 -4.61 0.0194
2024-02-07 2023-12-31 13F EVERSOURCE ENERGY COM 30040W108 1,219,946 2,447 0.20 75,297 6.36 0.0220
2023-11-09 2023-09-30 13F EVERSOURCE ENERGY COM 30040W108 1,217,499 -3,509 -0.29 70,793 -18.24 0.0232
2023-08-09 2023-06-30 13F EVERSOURCE ENERGY COM 30040W108 1,221,008 30,257 2.54 86,588 -7.08 0.0276
2023-05-12 2023-03-31 13F EVERSOURCE ENERGY COM 30040W108 1,190,751 4,268 0.36 93,187 94,028.28 0.0314
2023-02-09 2022-12-31 13F EVERSOURCE ENERGY COM 30040W108 1,186,483 -5,463 -0.46 99 -99.89 0.0294
2022-11-10 2022-09-30 13F EVERSOURCE ENERGY COM 30040W108 1,191,946 30,729 2.65 92,934 -5.25 0.0357
2022-08-12 2022-06-30 13F EVERSOURCE ENERGY COM 30040W108 1,161,217 30,557 2.70 98,080 -1.64 0.0352
2022-05-13 2022-03-31 13F EVERSOURCE ENERGY COM 30040W108 1,130,660 158,844 16.35 99,716 12.78 0.0307
2022-02-09 2021-12-31 13F EVERSOURCE ENERGY COM 30040W108 971,816 11,287 1.18 88,416 12.58 0.0267
2021-11-12 2021-09-30 13F EVERSOURCE ENERGY COM 30040W108 960,529 11,572 1.22 78,536 3.14 0.0253
2021-08-12 2021-06-30 13F EVERSOURCE ENERGY COM 30040W108 948,957 2,259 0.24 76,143 -7.11 0.0241
2021-05-14 2021-03-31 13F EVERSOURCE ENERGY COM 30040W108 946,698 -11,184 -1.17 81,973 -1.07 0.0271
2021-03-08 2020-12-31 13F/A-2 EVERSOURCE ENERGY COM 30040W108 957,882 13,751 1.46 82,860 5.05 0.0299
2021-02-11 2020-12-31 13F EVERSOURCE ENERGY COM 30040W108 957,882 13,751 82,860 29,924.6278
2020-11-12 2020-09-30 13F EVERSOURCE ENERGY COM 30040W108 944,131 15,744 1.70 78,877 2.03 0.0334
2020-08-13 2020-06-30 13F EVERSOURCE ENERGY COM 30040W108 928,387 -57,179 -5.80 77,305 0.24 0.0340
2020-05-14 2020-03-31 13F EVERSOURCE ENERGY COM 30040W108 985,566 -50,850 -4.91 77,122 -12.52 0.0402
2020-02-14 2019-12-31 13F EVERSOURCE ENERGY COM 30040W108 1,036,416 5,426 0.53 88,163 0.05 0.0321
2019-11-12 2019-09-30 13F EVERSOURCE ENERGY COM 30040W108 1,030,990 78,969 8.29 88,118 22.18 0.0342
2019-08-13 2019-06-30 13F EVERSOURCE ENERGY COM 30040W108 952,021 27,535 2.98 72,122 9.96 0.0280
2019-08-12 2019-03-31 13F/A-2 EVERSOURCE ENERGY COM 30040W108 924,486 23,459 2.60 65,587 11.92 0.0261
2019-05-10 2019-03-31 13F EVERSOURCE ENERGY COM 30040W108 924,486 23,459 65,587
2019-02-26 2018-12-31 13F/A-1 EVERSOURCE ENERGY COM 30040W108 901,027 93,471 11.57 58,600 18.13 0.0265
2019-02-13 2018-12-31 13F EVERSOURCE ENERGY COM 30040W108 901,027 93,471 58,600
2018-11-13 2018-09-30 13F EVERSOURCE ENERGY COM 30040W108 807,556 19,856 2.52 49,608 7.46 0.0189
2018-08-10 2018-06-30 13F EVERSOURCE ENERGY COM 30040W108 787,700 8,773 1.13 46,165 0.59 0.0184
2018-05-11 2018-03-31 13F EVERSOURCE ENERGY COM 30040W108 778,927 6,605 0.86 45,894 -5.94 0.0191
2018-02-12 2017-12-31 13F EVERSOURCE ENERGY COM 30040W108 772,322 17,553 2.33 48,794 6.96 0.0202
2017-11-13 2017-09-30 13F EVERSOURCE ENERGY COM 30040W108 754,769 3,497 0.47 45,619 0.02 0.0199
2017-08-11 2017-06-30 13F EVERSOURCE ENERGY COM 30040W108 751,272 12,230 1.65 45,610 5.00 0.0211
2017-05-12 2017-03-31 13F EVERSOURCE ENERGY COM 30040W108 739,042 41,599 5.96 43,440 12.77 0.0208
2017-02-09 2016-12-31 13F EVERSOURCE ENERGY COM 30040W108 697,443 28,572 4.27 38,522 6.29 0.0192
2016-11-10 2016-09-30 13F EVERSOURCE ENERGY COM 30040W108 668,871 15,666 2.40 36,242 -7.36 0.0196
2016-08-09 2016-06-30 13F EVERSOURCE ENERGY COM 30040W108 653,205 -5,265 -0.80 39,120 1.84 0.0225
2016-05-13 2016-03-31 13F EVERSOURCE ENERGY COM 30040W108 658,470 20,776 3.26 38,415 17.94 0.0230
2016-02-10 2015-12-31 13F EVERSOURCE ENERGY COM 30040W108 637,694 19,918 3.22 32,572 4.18 0.0203
2015-11-13 2015-09-30 13F EVERSOURCE ENERGY COM 30040W108 617,776 12,539 2.07 31,264 13.75 0.0205
2015-08-14 2015-06-30 13F EVERSOURCE ENERGY COM 30040W108 605,237 84,886 16.31 27,485 4.55 0.0168
2015-05-14 2015-03-31 13F EVERSOURCE ENERGY COM 30040W108 520,351 46,899 9.91 26,288 3.71 0.0166
2015-02-06 2014-12-31 13F NORTHEAST UTILS COM 664397106 473,452 35,687 8.15 25,348 30.70 0.0166
2014-11-13 2014-09-30 13F NORTHEAST UTILS COM 664397106 437,765 -20,325 -4.44 19,394 -10.42 0.0137
2014-08-08 2014-06-30 13F NORTHEAST UTILS COM 664397106 458,090 5,141 1.14 21,650 5.07 0.0150
2014-05-14 2014-03-31 13F NORTHEAST UTILS COM 664397106 452,949 14,433 3.29 20,606 10.85 0.0154
2014-02-12 2013-12-31 13F NORTHEAST UTILS COM 664397106 438,516 -1,959 -0.44 18,589 2.31 0.0145
2014-02-12 2013-12-31 13F FLOW INTL COM 343468104 1,578,539 -2,700 6,377 0.0050
2013-11-13 2013-09-30 13F NORTHEAST UTILS COM 664397106 440,475 15,089 3.55 18,169 1.66 0.0157
2013-11-13 2013-09-30 13F FLOW INTL COM 343468104 1,581,239 36,970 6,309 0.0055
2013-08-15 2013-06-30 13F NORTHEAST UTILS COM 664397106 425,386 425,386 17,873 0.0168
2013-08-15 2013-06-30 13F FLOW INTL COM 343468104 1,544,269 1,118,883 5,698 0.0054
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.