UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in ES — Eversource Energy
CIK 861177
NEW YORK, NY
Position in ES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$478,457,241
+$25,902,966 QoQ
Shares Held
6,620,413
+1.3% QoQ
Ownership
1.76%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#9
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. ES ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
This page
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in ES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,457,241 | 6,620,413 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $452,554,275 | 6,532,250 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $412,943,101 | 6,133,122 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $436,994,872 | 6,142,745 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,348,382 | 6,575,737 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $354,176,988 | 5,702,415 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $316,856,752 | 5,517,269 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $337,270,357 | 4,956,214 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $268,781,802 | 4,739,584 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $260,065,123 | 4,351,098 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $259,536,423 | 4,205,062 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $234,275,413 | 4,028,812 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $259,572,726 | 3,660,078 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $286,437,699 | 3,660,078 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $295,580,515 | 3,525,531 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $266,626,936 | 3,420,048 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $259,997,978 | 3,077,992 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $297,108,400 | 3,368,958 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $253,305,417 | 2,784,188 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $223,283,774 | 2,730,966 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $214,430,160 | 2,672,360 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $402,840,746 | 4,652,278 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $401,060,528 | 4,636,002 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $385,457,001 | 4,613,489 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $359,103,786 | 4,312,523 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $309,348,076 | 3,955,352 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||