Which New Zealand managed funds hold EverSource Energy?

31 New Zealand managed funds hold EverSource Energy as a direct holding, across 9 fund managers. Weights range from 0.000% to 3.85% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding EverSource Energy indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in EverSource Energy?

NZ Funds Global Utilities has the largest direct holding at 3.85% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold EverSource Energy?

31 funds hold EverSource Energy directly, across 9 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold EverSource Energy indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
NZ Funds Global Utilities	NZ Funds	3.85%
Kernel Global Infrastructure Fund	Kernel	1.48%
Kernel S&P Global Dividend Aristocrats Fund	Kernel	1.15%
NZ Funds Wealth Builder - Inflation Strategy	NZ Funds	0.760%
Kernel Balanced Fund	Kernel	0.120%
Kernel High Growth Fund	Kernel	0.120%
Kernel Global ESG Fund	Kernel	0.090%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.070%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.050%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.050%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.050%
ACI Growth Fund	AACI	0.040%
Simplicity Hedged Global Share Fund	Simplicity	0.040%
Simplicity Unhedged Global Share Fund	Simplicity	0.040%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.040%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.030%
Mercer All Country Global Shares Index Fund	Mercer	0.030%
Mercer Responsible Global Shares Fund	Mercer	0.030%
Simplicity High Growth Investment Fund	Simplicity	0.030%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.030%
Simplicity Balanced Investment Fund	Simplicity	0.020%
Simplicity Growth Investment Fund	Simplicity	0.020%
Booster Shielded Growth Fund	Booster	0.020%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.020%
ACI Conservative Fund	AACI	0.010%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Responsible Balanced Fund	Mercer	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Simplicity Conservative Investment Fund	Simplicity	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%

Funds holding EverSource Energy usually also hold

Companies that appear alongside EverSource Energy in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as EverSource Energy — shown so you can check the grouping rather than take it on trust.

EVERSOURCE ENERGY
EVERSOURCE ENERGY COM
EverSource Energy
Eversource Energy
Eversource Energy Com

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