Eversource Energy
US ˙ NYSE ˙ US30040W1080

SecurityES / Eversource Energy
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership122,300 shares
Latest Disclosed Value $ 8,472,957
Mercer Global Advisors Inc /adv reports 42.78% increase in ownership of ES / Eversource Energy

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 122,300 shares of Eversource Energy (US:ES) valued at $8,472,944 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 85,659 shares of Eversource Energy. This represents a change in shares of 42.78% during the quarter. The current value of the position is $8,634,380 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)
2026-05-15 2026-03-31 13F EVERSOURCE ENERGY COM 30040W108 122,300 36,641 42.78 8,473 46.90 0.0125
2026-02-17 2025-12-31 13F EVERSOURCE ENERGY COM 30040W108 85,659 13,940 19.44 5,767 13.03 0.0088
2025-11-14 2025-09-30 13F EVERSOURCE ENERGY COM 30040W108 71,719 32,028 80.69 5,102 102.06 0.0085
2025-08-14 2025-06-30 13F EVERSOURCE ENERGY COM 30040W108 39,691 3,584 9.93 2,525 12.62 0.0051
2025-05-15 2025-03-31 13F EVERSOURCE ENERGY COM 30040W108 36,107 -1,514 -4.02 2,243 3.80 0.0051
2025-02-14 2024-12-31 13F EVERSOURCE ENERGY COM 30040W108 37,621 -1,066 -2.76 2,161 -17.56 0.0053
2024-11-14 2024-09-30 13F EVERSOURCE ENERGY COM 30040W108 38,687 561 1.47 2,621 18.93 0.0061
2024-08-12 2024-06-30 13F EVERSOURCE ENERGY COM 30040W108 38,126 -1,030 -2.63 2,204 110,050.00 0.0060
2024-05-15 2024-03-31 13F EVERSOURCE ENERGY COM 30040W108 39,156 4,702 13.65 2 0.00 0.0067
2024-02-15 2023-12-31 13F EVERSOURCE ENERGY COM 30040W108 34,454 -3,121 -8.31 2 0.00 0.0064
2023-11-15 2023-09-30 13F/A-1 EVERSOURCE ENERGY COM 30040W108 37,575 -5,496 -12.76 2 -33.33 0.0083
2023-11-14 2023-09-30 13F EVERSOURCE ENERGY COM 30040W108 37,575 -5,496 2 0.0083
2023-08-14 2023-06-30 13F EVERSOURCE ENERGY COM 30040W108 43,071 589 1.39 3 0.00 0.0121
2023-05-16 2023-03-31 13F EVERSOURCE ENERGY COM 30040W108 42,482 -10,845 -20.34 3 -25.00 0.0151
2023-02-09 2022-12-31 13F EVERSOURCE ENERGY COM 30040W108 53,327 1,822 3.54 4 -99.90 0.0224
2022-11-15 2022-09-30 13F EVERSOURCE ENERGY COM 30040W108 51,505 -1,160 -2.20 4,015 -9.76 0.0238
2022-08-10 2022-06-30 13F EVERSOURCE ENERGY COM 30040W108 52,665 -1,315 -2.44 4,449 -6.55 0.0272
2022-05-10 2022-03-31 13F EVERSOURCE ENERGY COM 30040W108 53,980 12,885 31.35 4,761 27.33 0.0280
2022-02-04 2021-12-31 13F EVERSOURCE ENERGY COM 30040W108 41,095 -320 -0.77 3,739 10.43 0.0231
2021-11-10 2021-09-30 13F EVERSOURCE ENERGY COM 30040W108 41,415 1,998 5.07 3,386 7.05 0.0237
2021-08-10 2021-06-30 13F EVERSOURCE ENERGY COM 30040W108 39,417 -1,982 -4.79 3,163 -11.77 0.0243
2021-08-10 2021-03-31 13F/A-1 EVERSOURCE ENERGY COM 30040W108 41,399 1,290 3.22 3,585 3.31 0.0326
2021-05-11 2021-03-31 13F EVERSOURCE ENERGY COM 30040W108 40,949 840 3,546 0.0340
2021-02-12 2020-12-31 13F EVERSOURCE ENERGY COM 30040W108 40,109 652 1.65 3,470 5.25 0.0433
2020-12-10 2020-09-30 13F EVERSOURCE ENERGY COM COM 30040W108 39,457 -1,396 -3.42 3,297 -3.09 0.0496
2020-08-10 2020-06-30 13F EVERSOURCE ENERGY COM 30040W108 40,853 -1,901 -4.45 3,402 1.73 0.0618
2020-05-18 2020-03-31 13F EVERSOURCE ENERGY COM 30040W108 42,754 -5,616 -11.61 3,344 -18.74 0.0736
2020-02-13 2019-12-31 13F EVERSOURCE ENERGY COM COM 30040W108 48,370 -2,560 -5.03 4,115 -5.45 0.0822
2019-11-12 2019-09-30 13F EVERSOURCE ENERGY COM COM 30040W108 50,930 979 1.96 4,352 15.01 0.1023
2019-08-14 2019-06-30 13F EVERSOURCE ENERGY COM COM 30040W108 49,951 28,296 130.67 3,784 146.35 0.1003
2019-04-23 2019-03-31 13F/A-1 EVERSOURCE ENERGY COM COM 30040W108 21,655 21,655 1,536 0.0552
2019-04-12 2019-03-31 13F EVERSOURCE ENERGY COM COM 30040W108 10,149 660 0.0352
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.