Who holds ESticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

EVERSOURCE ENERGY · COM · quarter ended 2026-03-31 · 11 members disclosed ES ↗

861

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$20.2B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

479

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of ES ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.9B	42,141,556	−575,126	trim
2	STATE STREET CORP	$2.0B	28,157,268	+144,215	add
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.7B	24,383,144	—	no prior
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.4B	20,003,219	—	no prior
5	FMR LLC	$887M	12,796,942	+1,088,172	add
6	GEODE CAPITAL MANAGEMENT, LLC	$780M	11,301,286	+1,665,379	add
7	VICTORY CAPITAL MANAGEMENT INC	$507M	7,318,444	−2,227,773	trim
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$453M	6,532,250	+399,128	add
9	Magellan Asset Management Ltd	$428M	6,182,582	−806,833	trim
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$408M	5,873,103	+39,789	add
11	MORGAN STANLEY	$408M	5,885,125	+5,521	add
12	Invesco Ltd.	$379M	5,473,510	+407,777	add
13	Legal & General Group Plc	$339M	4,889,411	−186,504	trim
14	Nuveen, LLC	$320M	4,614,909	+169,301	add
15	AQR CAPITAL MANAGEMENT LLC	$269M	3,944,358	+2,023,800	add
16	HSBC HOLDINGS PLC	$253M	3,656,740	−3,223,014	trim
17	NORTHERN TRUST CORP	$251M	3,624,889	+25,671	add
18	Zimmer Partners, LP	$232M	3,342,607	−501,390	trim
19	Bank of New York Mellon Corp	$208M	3,004,763	+170,887	add
20	ROYAL BANK OF CANADA	$191M	2,757,798	+57,455	add
21	ProShare Advisors LLC	$167M	2,416,845	+143,986	add
22	WELLINGTON MANAGEMENT GROUP LLP	$165M	2,375,737	−866,159	trim
23	Amundi	$159M	2,301,820	−78,210	trim
24	FRANKLIN RESOURCES INC	$157M	2,262,045	+776,521	add
25	AMERICAN CENTURY COMPANIES INC	$152M	2,198,616	−151,929	trim
26	VANGUARD FIDUCIARY TRUST CO	$146M	2,110,821	—	no prior
27	DIMENSIONAL FUND ADVISORS LP	$145M	2,093,417	+107,234	add
28	FIRST TRUST ADVISORS LP	$132M	1,911,578	−3,279	trim
29	UBS Group AG	$131M	1,885,363	−425,721	trim
30	BANK OF AMERICA CORP /DE/	$110M	1,583,041	−42,257	trim
31	DEUTSCHE BANK AG\	$105M	1,517,504	−3,824,482	trim
32	WELLS FARGO & COMPANY/MN	$97.4M	1,405,438	+421,722	add
33	Robeco Institutional Asset Management B.V.	$91.0M	1,312,897	−82,209	trim
34	Empower Advisory Group, LLC	$88.4M	1,276,081	+33,227	add
35	Allianz Asset Management GmbH	$79.0M	1,139,920	+1,039,338	add
36	BARCLAYS PLC	$78.6M	1,133,942	+138,976	add
37	MACKENZIE FINANCIAL CORP	$78.0M	1,125,654	+162,632	add
38	Swiss National Bank	$76.3M	1,101,133	+84,200	add
39	SCHRODER INVESTMENT MANAGEMENT GROUP	$71.6M	1,046,496	+891,205	add
40	NORDEA INVESTMENT MANAGEMENT AB	$70.3M	1,029,899	−162,269	trim
41	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$68.6M	990,160	−16,145	trim
42	Man Group plc	$66.0M	952,650	−464,231	trim
43	CANADA PENSION PLAN INVESTMENT BOARD	$64.2M	926,210	+213,349	add
44	Mitsubishi UFJ Asset Management Co., Ltd.	$63.3M	913,588	+59,288	add
45	Sumitomo Mitsui Trust Group, Inc.	$62.5M	902,061	−31,965	trim
46	M&G Plc	$60.8M	881,205	−731	trim
47	Aberdeen Group plc	$57.7M	833,497	+33,169	add
48	Vanguard Global Advisers, LLC	$56.6M	817,491	—	no prior
49	Quantinno Capital Management LP	$54.2M	782,887	+126,690	add
50	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$53.7M	775,238	+775,238	new
51	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$51.4M	741,978	−10,681	trim
52	NOMURA ASSET MANAGEMENT CO LTD	$50.8M	732,705	+24,125	add
53	Vest Financial, LLC	$50.3M	725,475	+50,872	add
54	Swedbank AB	$48.6M	702,198	+39,012	add
55	National Pension Service	$48.6M	701,007	+701,007	new
56	VANGUARD ASSET MANAGEMENT, Ltd	$48.5M	699,572	—	no prior
57	BNP Paribas Asset Management Holding S.A.	$46.7M	673,545	+14,688	add
58	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$46.2M	666,235	−32,381	trim
59	NEW YORK STATE COMMON RETIREMENT FUND	$44.9M	647,706	−39,000	trim
60	AVIVA PLC	$43.2M	623,265	+19,660	add
61	JUPITER ASSET MANAGEMENT LTD	$38.6M	557,406	+557,406	new
62	LAZARD ASSET MANAGEMENT LLC	$37.7M	544,139	+505,875	add
63	LPL Financial LLC	$36.4M	524,902	+25,690	add
64	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$36.2M	522,274	+507,443	add
65	Vontobel Holding Ltd.	$34.9M	503,509	+32,764	add
66	Retirement Systems of Alabama	$32.6M	471,058	−141	trim
67	BANK OF MONTREAL /CAN/	$32.2M	464,587	−48,372	trim
68	SEI INVESTMENTS CO	$31.9M	460,195	+146,135	add
69	Universal- Beteiligungs- und Servicegesellschaft mbH	$31.2M	451,372	+8,344	add
70	ALLIANCEBERNSTEIN L.P.	$30.2M	449,191	−102,033	trim
71	STIFEL FINANCIAL CORP	$29.8M	430,361	−22,354	trim
72	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$29.4M	424,140	+424,140	new
73	PRINCIPAL FINANCIAL GROUP INC	$29.2M	421,939	−11,477	trim
74	Swiss Life Asset Management Ltd	$28.5M	411,401	+29,547	add
75	Act Two Investors LLC	$28.4M	409,326	−15,778	trim
76	ROYAL LONDON ASSET MANAGEMENT LTD	$28.0M	403,987	+879	add
77	Korea Investment CORP	$27.9M	403,378	+916	add
78	Connor, Clark & Lunn Investment Management Ltd.	$27.8M	401,389	+195,818	add
79	ALPS ADVISORS INC	$26.7M	385,518	+305	add
80	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$26.4M	380,762	+380,762	new
81	AE Wealth Management LLC	$26.3M	380,321	+65,498	add
82	CITIGROUP INC	$26.1M	376,974	−48,295	trim
83	DANSKE BANK A/S	$26.0M	375,766	+13,846	add
84	HighTower Advisors, LLC	$25.5M	367,462	+41,769	add
85	Vanguard Investments Australia, Ltd.	$25.4M	366,009	—	no prior
86	Maryland State Retirement & Pension System	$24.7M	356,635	−15,557	trim
87	Focus Partners Wealth	$24.3M	350,927	+199,756	add
88	RAYMOND JAMES FINANCIAL INC	$23.2M	334,696	+14,839	add
89	ENVESTNET ASSET MANAGEMENT INC	$22.7M	327,024	+14,698	add
90	KLP KAPITALFORVALTNING AS	$22.5M	325,293	+5,100	add
91	AMERIPRISE FINANCIAL INC	$22.1M	319,280	+27,635	add
92	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$21.8M	315,322	0	no change
93	Zurcher Kantonalbank (Zurich Cantonalbank)	$21.8M	314,178	+314,178	new
94	WEDGE CAPITAL MANAGEMENT L L P/NC	$21.6M	311,407	+202,024	add
95	IEQ CAPITAL, LLC	$21.1M	304,733	+92,014	add
96	Aventail Capital Group, LP	$20.5M	296,428	−555,271	trim
97	WORLDQUANT MILLENNIUM ADVISORS LLC	$20.2M	291,574	−488,560	trim
98	BROOKFIELD Corp /ON/	$19.6M	283,532	−666,393	trim
99	Cetera Investment Advisers	$18.6M	268,855	+9,870	add
100	STATE OF WISCONSIN INVESTMENT BOARD	$18.1M	261,721	+3,973	add
101	NFJ INVESTMENT GROUP, LLC	$18.0M	259,918	−10,786	trim
102	MACQUARIE GROUP LTD	$17.6M	253,485	−3,685	trim
103	AMF Tjanstepension AB	$17.4M	251,833	+6,843	add
104	Susquehanna Portfolio Strategies, LLC	$17.4M	250,977	−12,403	trim
105	COMMONWEALTH EQUITY SERVICES, LLC	$16.6M	240,256	+8,858	add
106	Pictet Asset Management Holding SA	$15.7M	227,231	−164,084	trim
107	Osmosis Investment Management UK Ltd	$15.7M	226,635	+89,537	add
108	Systematic Alpha Investments, LLC	$15.7M	226,152	0	no change
109	Mariner, LLC	$15.5M	223,270	+114,435	add
110	ING GROEP NV	$15.3M	221,420	+171,400	add
111	NATIONAL BANK OF CANADA /FI/	$15.2M	219,077	−24,640	trim
112	Cerity Partners LLC	$14.9M	215,236	+70,005	add
113	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.8M	214,284	+39,877	add
114	Qube Research & Technologies Ltd	$14.7M	211,484	+211,484	new
115	TD ASSET MANAGEMENT INC	$14.4M	208,089	+18,540	add
116	PRUDENTIAL FINANCIAL INC	$14.3M	205,906	+19,277	add
117	ASR Vermogensbeheer N.V.	$13.6M	196,671	+4,206	add
118	JOHN G ULLMAN & ASSOCIATES INC	$13.4M	193,788	−1,012	trim
119	CITADEL ADVISORS LLC	$13.1M	189,304	−1,600,729	trim
120	VOYA INVESTMENT MANAGEMENT LLC	$13.1M	189,146	+66,341	add
121	Chevy Chase Trust Holdings, LLC	$12.8M	184,834	−5,429	trim
122	PRUDENTIAL PLC	$12.6M	182,121	+17,056	add
123	Brookstone Capital Management	$12.6M	181,759	−12,278	trim
124	U.S. Capital Wealth Advisors, LLC	$12.4M	179,207	+4,857	add
125	Wealthfront Advisers LLC	$12.4M	179,188	+1,316	add
126	Mitsubishi UFJ Trust & Banking Corp	$12.3M	178,082	−1,556,086	trim
127	GUGGENHEIM CAPITAL LLC	$12.2M	175,430	+30,970	add
128	TEACHER RETIREMENT SYSTEM OF TEXAS	$12.1M	173,952	+40,120	add
129	Creative Planning	$11.8M	170,418	+41,057	add
130	Harvest Portfolios Group Inc.	$11.4M	164,641	+20,357	add
131	APG Asset Management N.V.	$11.3M	187,102	−1,747	trim
132	CWM, LLC	$11.0M	158,671	+46,171	add
133	Asset Management One Co., Ltd.	$11.0M	158,585	−2,595	trim
134	STOREBRAND ASSET MANAGEMENT AS	$10.9M	156,620	—	no prior
135	ZWJ INVESTMENT COUNSEL INC	$10.5M	151,051	−4,214	trim
136	Meiji Yasuda Asset Management Co Ltd.	$10.4M	150,143	−73,579	trim
137	Arbejdsmarkedets Tillaegspension	$10.4M	149,853	+149,853	new
138	Resona Asset Management Co.,Ltd.	$10.3M	148,758	+4,499	add
139	Lansforsakringar Fondforvaltning AB (publ)	$10.2M	147,226	+31,663	add
140	Ethic Inc.	$9.8M	141,098	−2,499	trim
141	Tredje AP-fonden	$9.8M	140,935	+140,935	new
142	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.5M	146,419	+44,547	add
143	Ensign Peak Advisors, Inc	$9.4M	135,976	+36,128	add
144	YOUSIF CAPITAL MANAGEMENT, LLC	$9.2M	132,758	−2,890	trim
145	FIFTH THIRD BANCORP	$8.9M	128,080	+104,124	add
146	Eurizon Capital SGR S.p.A.	$8.9M	127,810	−23,035	trim
147	State of New Jersey Common Pension Fund D	$8.6M	124,075	0	no change
148	MERCER GLOBAL ADVISORS INC /ADV	$8.5M	122,300	+36,641	add
149	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$8.4M	121,950	+121,950	new
150	TWINBEECH CAPITAL LP	$8.4M	120,554	+120,554	new
151	TORONTO DOMINION BANK	$8.2M	118,915	−108,063	trim
152	Sanctuary Advisors, LLC	$8.2M	118,262	+11,127	add
153	RWC Asset Management LLP	$7.9M	114,540	−736	trim
154	Federation des caisses Desjardins du Quebec	$7.9M	114,186	+19,296	add
155	Engineers Gate Manager LP	$7.9M	113,321	+99,524	add
156	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$7.8M	112,360	+560	add
157	IFM Investors Pty Ltd	$7.6M	109,855	−14,418	trim
158	DnB Asset Management AS	$7.6M	109,801	−50,391	trim
159	OFI INVEST ASSET MANAGEMENT	$7.5M	121,804	+63,295	add
160	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.4M	106,833	−200	trim
161	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.4M	106,795	+11,267	add
162	OSAIC HOLDINGS, INC.	$7.3M	105,038	+7,133	add
163	Soltis Investment Advisors LLC	$7.3M	105,004	+7,366	add
164	ASSETMARK, INC	$7.2M	104,097	+8,945	add
165	NATIXIS	$7.1M	102,362	+60,892	add
166	Czech National Bank	$7.1M	102,181	+3,250	add
167	Arizona State Retirement System	$7.1M	101,987	+172	add
168	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$7.0M	100,648	−28,910	trim
169	Mirae Asset Global Investments Co., Ltd.	$6.9M	100,217	+18,505	add
170	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$6.8M	98,643	+20,956	add
171	CIBC Bancorp USA Inc.	$6.8M	97,899	—	no prior
172	ABN AMRO INVESTMENT SOLUTIONS	$6.7M	96,368	−13,474	trim
173	BANK OF NOVA SCOTIA	$6.6M	95,561	−257,869	trim
174	Ausbil Investment Management Ltd	$6.6M	94,876	0	no change
175	Allspring Global Investments Holdings, LLC	$6.6M	94,715	+649	add
176	WESTPAC BANKING CORP	$6.5M	93,977	+93,977	new
177	CIBC Asset Management Inc	$6.4M	92,380	+3,658	add
178	Candriam S.C.A.	$6.1M	88,047	+2,379	add
179	MetLife Investment Management, LLC	$6.1M	87,669	−2,209	trim
180	D. E. Shaw & Co., Inc.	$6.0M	86,109	+86,109	new
181	XPONANCE LLC	$5.8M	83,899	+11,223	add
182	Edgemoor Investment Advisors, Inc.	$5.7M	82,511	+6,574	add
183	Concurrent Investment Advisors, LLC	$5.7M	82,001	+63,076	add
184	Gotham Asset Management, LLC	$5.4M	78,431	−132,658	trim
185	Corient Private Wealth LLC	$5.4M	78,666	−128,032	trim
186	Elo Mutual Pension Insurance Co	$5.4M	77,857	+19,952	add
187	Generali Asset Management SPA SGR	$5.3M	76,986	−1,914	trim
188	NISA INVESTMENT ADVISORS, LLC	$5.3M	76,601	−1,610	trim
189	Y-Intercept (Hong Kong) Ltd	$5.3M	76,129	+59,481	add
190	Cresset Asset Management, LLC	$5.2M	75,226	+75,226	new
191	1834 INVESTMENT ADVISORS CO	$5.1M	73,892	+8,564	add
192	Woodline Partners LP	$5.1M	73,488	+9,549	add
193	MORGAN DEMPSEY CAPITAL MANAGEMENT LLC	$5.0M	71,713	−1,883	trim
194	Daiwa Securities Group Inc.	$4.9M	70,880	+3,231	add
195	STEPHENS INC /AR/	$4.9M	70,866	+8,053	add
196	LBP AM SA	$4.8M	69,409	+37,047	add
197	Illinois Municipal Retirement Fund	$4.8M	69,048	−70,474	trim
198	Sumitomo Mitsui DS Asset Management Company, Ltd	$4.7M	68,016	+835	add
199	CREDIT AGRICOLE S A	$4.7M	67,793	−79,786	trim
200	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.6M	66,875	−30,665	trim
201	Castellan Group	$4.6M	65,923	+5,860	add
202	BURNEY CO/	$4.6M	65,781	−24,277	trim
203	Vanguard Personalized Indexing Management, LLC	$4.5M	65,394	+1,430	add
204	Riverview Capital Advisers, LLC	$4.5M	65,277	−285	trim
205	Investment Management Corp of Ontario	$4.5M	64,672	+22,090	add
206	Janus Henderson Group Ltd.	$4.4M	64,188	+16,387	add
207	Advisors Asset Management, Inc.	$4.4M	64,119	+18,032	add
208	Kinloch Capital, LLC	$4.4M	63,712	+10,553	add
209	Andra AP-fonden	$4.3M	62,576	+2,132	add
210	Utah Retirement Systems	$4.2M	60,996	+240	add
211	USS Investment Management Ltd	$4.2M	60,510	+5,063	add
212	COMMERCE BANK	$4.2M	60,259	−3,952	trim
213	Morningstar Investment Management LLC	$4.1M	59,884	+4,573	add
214	Baird Financial Group, Inc.	$4.1M	58,778	+58,778	new
215	Plato Investment Management Ltd	$4.0M	57,396	+2,025	add
216	Tidal Investments LLC	$3.9M	56,270	+16,895	add
217	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.9M	55,969	+1,241	add
218	CWA Asset Management Group, LLC	$3.8M	55,374	+55,374	new
219	Legato Capital Management LLC	$3.8M	55,000	+55,000	new
220	Catherine Avery Investment Management LLC	$3.8M	55,000	+55,000	new
221	Rakuten Investment Management, Inc.	$3.8M	55,682	+6,499	add
222	Pathstone Holdings, LLC	$3.8M	54,971	+8,385	add
223	BFSG, LLC	$3.8M	54,611	+109	add
224	NEOS Investment Management LLC	$3.7M	53,756	+878	add
225	MILLENNIUM MANAGEMENT LLC	$3.7M	52,929	−73,025	trim
226	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	51,702	−14,020	trim
227	AIA Group Ltd	$3.6M	51,384	−12,014	trim
228	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.5M	51,115	+1,673	add
229	Empowered Funds, LLC	$3.4M	49,699	+27,090	add
230	ODDO BHF ASSET MANAGEMENT SAS	$3.4M	49,108	+1,985	add
231	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$3.4M	48,546	+48,546	new
232	PINNACLE ASSOCIATES LTD	$3.4M	48,527	+491	add
233	Siemens Fonds Invest GmbH	$3.1M	44,938	+366	add
234	NewEdge Advisors, LLC	$3.1M	44,858	+44,858	new
235	Vinva Investment Management Ltd	$3.1M	44,600	+21,892	add
236	Mirova US LLC	$3.0M	43,842	−10,195	trim
237	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$3.0M	42,960	0	no change
238	Genus Capital Management Inc.	$2.9M	42,360	+18,360	add
239	UniSuper Management Pty Ltd	$2.8M	40,863	−2,700	trim
240	Vennlight Capital Management, LP	$2.8M	40,500	+40,500	new
241	Kestra Advisory Services, LLC	$2.8M	40,149	+16,257	add
242	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.8M	39,899	−380	trim
243	Inspire Advisors, LLC	$2.8M	39,815	−3,010	trim
244	Atria Investments, Inc	$2.7M	39,624	+232	add
245	ALLIANZ SE	$2.6M	38,206	+13,622	add
246	OP Asset Management Ltd	$2.6M	38,126	—	no prior
247	Arvest Bank Trust Division	$2.6M	37,899	+464	add
248	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.6M	37,876	−15,018	trim
249	Summit Trail Advisors, LLC	$2.6M	37,748	+7,865	add
250	MML INVESTORS SERVICES, LLC	$2.6M	37,554	−14,672	trim
251	Edgestream Partners, L.P.	$2.6M	37,348	+37,348	new
252	B. Metzler seel. Sohn & Co. AG	$2.6M	37,326	−2,757	trim
253	ProVise Management Group, LLC	$2.6M	37,226	+364	add
254	Avanza Fonder AB	$2.6M	36,913	0	no change
255	McKinley Carter Wealth Services, Inc.	$2.5M	36,438	−10	trim
256	MEEDER ASSET MANAGEMENT INC	$2.5M	36,014	+32,144	add
257	US BANCORP \DE\	$2.5M	35,872	+1,592	add
258	NORTHCAPE WEALTH MANAGEMENT, LLC	$2.4M	34,427	+724	add
259	GLENMEDE TRUST CO NA	$2.4M	34,368	−631	trim
260	JACOBS LEVY EQUITY MANAGEMENT, INC	$2.4M	34,330	+34,330	new
261	Patriot Financial Group Insurance Agency, LLC	$2.4M	34,322	+24,462	add
262	Moors & Cabot, Inc.	$2.3M	33,506	−1,271	trim
263	CENTRAL VALLEY ADVISORS, LLC	$2.3M	33,493	+7,297	add
264	GREAT VALLEY ADVISOR GROUP, INC.	$2.3M	33,281	+5,135	add
265	Ascent Group, LLC	$2.2M	32,070	+1,483	add
266	DC Investments Management, LLC	$2.1M	30,471	0	no change
267	TD Waterhouse Canada Inc.	$2.1M	30,401	+2,225	add
268	Rafferty Asset Management, LLC	$2.1M	30,361	−10,955	trim
269	INTECH INVESTMENT MANAGEMENT LLC	$2.1M	29,941	+13,141	add
270	Private Advisor Group, LLC	$2.1M	29,643	+55	add
271	Norinchukin Bank, The	$2.0M	29,336	+167	add
272	RENAISSANCE TECHNOLOGIES LLC	$2.0M	29,180	+29,180	new
273	EDMP, INC.	$2.0M	29,058	−509	trim
274	Sequoia Financial Advisors, LLC	$2.0M	28,952	+3,503	add
275	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.0M	28,728	−2,498	trim
276	SHP Wealth Management	$2.0M	28,454	−24	trim
277	ONTARIO TEACHERS PENSION PLAN BOARD	$2.0M	28,323	+14,548	add
278	TRUIST FINANCIAL CORP	$2.0M	28,268	+715	add
279	Leo Wealth, LLC	$1.9M	27,827	+23,017	add
280	&PARTNERS	$1.9M	27,862	−1,110	trim
281	Leonteq Securities AG	$1.9M	27,447	+27,386	add
282	Merit Financial Group, LLC	$1.9M	27,182	+8,347	add
283	Stonebridge Financial Group, LLC	$1.9M	27,094	+1,025	add
284	Kintegral Advisory, LLC	$1.9M	26,867	−1,191	trim
285	Dynamic Advisor Solutions LLC	$1.9M	26,753	+274	add
286	AG2R LA MONDIALE GESTION D'ACTIFS	$1.8M	26,597	+7,668	add
287	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8M	25,878	+6,659	add
288	Convergence Investment Partners, LLC	$1.8M	25,780	+25,780	new
289	ARVEST INVESTMENTS, INC.	$1.8M	25,736	−647	trim
290	Stratos Wealth Advisors, LLC	$1.8M	25,539	+100	add
291	Caprock Group, LLC	$1.8M	25,297	−4,914	trim
292	BLAIR WILLIAM & CO/IL	$1.7M	25,080	−775	trim
293	Savant Capital, LLC	$1.7M	24,659	+13,652	add
294	TWO SIGMA INVESTMENTS, LP	$1.7M	24,200	+4,900	add
295	EP Wealth Advisors, LLC	$1.7M	24,148	+2,313	add
296	D.A. DAVIDSON & CO.	$1.7M	24,054	−3,839	trim
297	HB Wealth Management, LLC	$1.6M	23,775	+4,809	add
298	JB Capital LLC	$1.6M	23,591	+927	add
299	Capital Investment Advisors, LLC	$1.6M	23,508	−1,261	trim
300	LEVIN CAPITAL STRATEGIES, L.P.	$1.6M	23,388	+23,388	new
301	Camelot Portfolios, LLC	$1.6M	23,137	−807	trim
302	Metis Global Partners, LLC	$1.6M	22,837	−2,421	trim
303	Howard Capital Management, LLC	$1.6M	22,687	+6,474	add
304	MIZUHO SECURITIES USA LLC	$1.6M	22,682	−4,637	trim
305	M&T BANK CORP	$1.6M	22,410	−840	trim
306	Holocene Advisors, LP	$1.5M	22,196	−36,549	trim
307	Ellsworth Advisors, LLC	$1.5M	21,877	+2,126	add
308	JANE STREET GROUP, LLC	$1.5M	21,746	+3,028	add
309	Ironwood Investment Counsel, LLC	$1.5M	21,529	+1,322	add
310	HARTFORD INVESTMENT MANAGEMENT CO	$1.5M	21,438	−256	trim
311	GeoWealth Management, LLC	$1.5M	21,399	+7,468	add
312	Lido Advisors, LLC	$1.5M	20,996	+2,113	add
313	Laird Norton Wetherby Trust Company, LLC	$1.5M	20,975	−396	trim
314	Oak Thistle LLC	$1.4M	20,501	+10,434	add
315	Mystic Asset Management, Inc.	$1.4M	20,039	+1,450	add
316	Crossmark Global Holdings, Inc.	$1.4M	19,891	—	no prior
317	Measured Wealth Private Client Group, LLC	$1.4M	19,831	+4,421	add
318	Essex Financial Services, Inc.	$1.3M	19,405	+532	add
319	INCEPTIONR LLC	$1.3M	19,346	+19,346	new
320	BRADLEY FOSTER & SARGENT INC/CT	$1.3M	18,924	+4,408	add
321	Assenagon Asset Management S.A.	$1.3M	18,873	+671	add
322	PFG Investments, LLC	$1.3M	18,477	+30	add
323	Principle Wealth Partners LLC	$1.3M	18,216	+632	add
324	Chicago Partners Investment Group LLC	$1.2M	18,551	+8,471	add
325	Leisure Capital Management	$1.2M	17,934	−1,395	trim
326	BENJAMIN EDWARDS INC	$1.2M	17,778	+1,820	add
327	EASTERN BANK	$1.2M	17,767	−2,539	trim
328	Brevan Howard Capital Management LP	$1.2M	17,552	−6,402	trim
329	TOUNJIAN ADVISORY PARTNERS, LLC	$1.2M	17,378	+1,366	add
330	AlphaCore Capital LLC	$1.2M	17,304	+7,136	add
331	Focus Partners Advisor Solutions, LLC	$1.2M	17,203	+6,144	add
332	Magnetar Financial LLC	$1.2M	17,289	−9,191	trim
333	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.2M	16,665	+16,665	new
334	Marks Group Wealth Management, Inc	$1.1M	16,516	+133	add
335	OMERS ADMINISTRATION Corp	$1.1M	16,199	+4,056	add
336	OPAL CAPITAL LLC	$1.1M	16,188	+16,188	new
337	Accurate Wealth Management, LLC	$1.1M	15,999	+4,773	add
338	Apollon Wealth Management, LLC	$1.1M	16,116	+4,426	add
339	Aaron Wealth Advisors LLC	$1.1M	16,063	−1,385	trim
340	McKinney Capital Management, LLC	$1.1M	15,879	—	no prior
341	GREAT OAK CAPITAL PARTNERS, LLC	$1.1M	15,688	−21	trim
342	Odyssean, LLC	$1.1M	15,584	+9,328	add
343	San Luis Wealth Advisors LLC	$1.1M	15,525	+2,610	add
344	MUFG Securities EMEA plc	$1.1M	15,381	0	no change
345	ICON ADVISERS INC/CO	$1.1M	15,300	0	no change
346	Bull Harbor Capital LLC	$1.1M	15,294	—	no prior
347	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.1M	15,226	+1,939	add
348	GREAT LAKES ADVISORS, LLC	$1.0M	15,085	+15,085	new
349	MASTERINVEST Kapitalanlage GmbH	$1.0M	15,079	0	no change
350	Inspire Investing, LLC	$1.0M	14,999	+14,857	add
351	SOROS FUND MANAGEMENT LLC	$1.0M	14,891	+1	add
352	Jain Global LLC	$1.0M	14,811	+14,811	new
353	Steward Partners Investment Advisory, LLC	$1.0M	14,599	−245	trim
354	Presima Securities ULC	$1000K	14,430	0	no change
355	ALERUS FINANCIAL NA	$987K	14,250	+14,250	new
356	Hilton Head Capital Partners, LLC	$981K	14,167	0	no change
357	KESTRA PRIVATE WEALTH SERVICES, LLC	$978K	14,116	+14,116	new
358	Life Cycle Investment Partners Ltd	$976K	14,088	+14,088	new
359	Sterling Capital Management LLC	$964K	13,919	−12,792	trim
360	Saudi Central Bank	$959K	13,849	+13,849	new
361	Prosperity Consulting Group, LLC	$957K	13,810	+2,340	add
362	BOS Asset Management, LLC	$954K	13,775	+13,775	new
363	TWIN CITY PRIVATE WEALTH, LLC	$945K	13,637	+422	add
364	ZACKS INVESTMENT MANAGEMENT	$936K	13,507	−2,158	trim
365	Finivi Inc.	$932K	13,448	+4,243	add
366	Strategic Financial Planning, Inc.	$926K	22,670	+22,670	new
367	United Asset Strategies, Inc.	$922K	13,309	+351	add
368	Manske Wealth Management	$916K	13,227	−100	trim
369	Penobscot Investment Management Company, Inc.	$913K	13,175	−943	trim
370	WINCAP FINANCIAL LLC	$907K	13,092	+13,092	new
371	PRINCIPAL SECURITIES, INC.	$894K	12,907	+181	add
372	PROFUND ADVISORS LLC	$887K	12,800	−5,824	trim
373	Vident Advisory, LLC	$886K	12,793	+2,201	add
374	Beacon Pointe Advisors, LLC	$884K	12,757	+3,358	add
375	J.W. COLE ADVISORS, INC.	$883K	12,749	+310	add
376	EXCHANGE TRADED CONCEPTS, LLC	$876K	12,642	−1,211	trim
377	Allworth Financial LP	$874K	12,612	+4,507	add
378	Intrua Financial, LLC	$858K	12,389	−464	trim
379	Rockefeller Capital Management L.P.	$853K	12,312	+1,211	add
380	Empirical Finance, LLC	$835K	12,046	−7	trim
381	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$832K	12,005	+17	add
382	Hardman Johnston Global Advisors LLC	$831K	12,000	+9,000	add
383	Revisor Wealth Management LLC	$829K	11,960	−955	trim
384	QUADRANT CAPITAL GROUP LLC	$828K	11,945	−25	trim
385	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$822K	11,864	+2,622	add
386	NOMURA HOLDINGS INC	$814K	11,754	−5,410	trim
387	SIGNATUREFD, LLC	$813K	11,730	+123	add
388	Dai-ichi Life Insurance Company, Ltd	$810K	11,689	−843	trim
389	QRG CAPITAL MANAGEMENT, INC.	$806K	11,640	+699	add
390	Tower Research Capital LLC (TRC)	$802K	11,576	+4,237	add
391	NAVELLIER & ASSOCIATES INC	$798K	11,524	−21	trim
392	Boston Common Asset Management, LLC	$790K	11,403	−410	trim
393	Modern Wealth Management, LLC	$785K	11,275	+404	add
394	Vise Technologies, Inc.	$768K	11,413	0	no change
395	Bleakley Financial Group, LLC	$759K	10,949	+10,949	new
396	FLAGSHIP HARBOR ADVISORS, LLC	$755K	10,897	+10,897	new
397	North Dakota State Investment Board	$744K	10,736	−1,861	trim
398	KEYBANK NATIONAL ASSOCIATION/OH	$743K	10,727	+2,637	add
399	OneDigital Investment Advisors LLC	$741K	10,699	−1,066	trim
400	PANAGORA ASSET MANAGEMENT INC	$738K	10,657	−280	trim
401	COLDSTREAM CAPITAL MANAGEMENT INC	$728K	10,505	−163	trim
402	Centennial Wealth Advisory LLC	$720K	10,395	+1,502	add
403	MUFG SECURITIES AMERICAS INC.	$719K	10,382	+274	add
404	WBI INVESTMENTS, LLC	$718K	10,362	−9,983	trim
405	Voleon Capital Management LP	$714K	10,304	+1,275	add
406	Elevated Capital Advisors, LLC	$713K	10,292	+10,292	new
407	Independent Advisor Alliance	$707K	10,206	−160	trim
408	Lombard Odier Asset Management (Switzerland) SA	$706K	10,188	−765	trim
409	SECURIAN ASSET MANAGEMENT, INC	$699K	10,087	−100	trim
410	VISIONARY HORIZONS, LLC	$696K	10,052	+10,052	new
411	Squarepoint Ops LLC	$691K	9,973	−26	trim
412	Freestone Grove Partners LP	$687K	9,913	+9,913	new
413	Csenge Advisory Group	$685K	9,887	−464	trim
414	Farringdon Capital, Ltd.	$676K	9,764	+9,764	new
415	Claro Advisors Inc.	$668K	9,637	−43	trim
416	WADDELL & ASSOCIATES, LLC	$668K	9,635	+9,635	new
417	Quadrature Capital Ltd	$664K	9,587	+9,587	new
418	BROWN ADVISORY INC	$662K	9,557	+2,518	add
419	OPPENHEIMER & CO INC	$662K	9,551	+741	add
420	Abel Hall, LLC	$661K	9,546	−2,241	trim
421	BetterWealth, LLC	$658K	9,499	−6,000	trim
422	EVERGREEN CAPITAL MANAGEMENT LLC	$658K	9,495	+682	add
423	NorthCrest Asset Manangement, LLC	$655K	9,426	+1,851	add
424	FIRST MANHATTAN CO. LLC.	$651K	9,396	0	no change
425	MONECO ADVISORS, LLC	$651K	9,391	+125	add
426	Live Oak Private Wealth LLC	$642K	9,265	+117	add
427	Trivium Point Advisory, LLC	$642K	9,262	−1,264	trim
428	MAI Capital Management	$641K	9,259	+6,175	add
429	Baker Avenue Asset Management, LP	$641K	9,250	+4,258	add
430	TABLEAUX LLC	$639K	9,218	0	no change
431	Central Pacific Bank - Trust Division	$633K	9,142	+142	add
432	SEB Asset Management AB	$631K	9,105	—	no prior
433	Mesirow Financial Investment Management, Inc.	$626K	9,037	+32	add
434	BOOTHBAY FUND MANAGEMENT, LLC	$618K	8,925	+8,925	new
435	DIVERSIFIED MANAGEMENT INC	$617K	8,908	+8,908	new
436	New England Capital Financial Advisors LLC	$613K	8,854	−60	trim
437	ARMSTRONG ADVISORY GROUP, INC	$613K	8,853	+17	add
438	Finer Wealth Management, Inc.	$612K	8,838	+149	add
439	REGIONS FINANCIAL CORP	$609K	8,786	−22	trim
440	Voya Financial Advisors, Inc.	$607K	8,986	+37	add
441	HUB Investment Partners, LLC	$607K	8,761	+4,189	add
442	Inscription Capital, LLC	$606K	8,754	+250	add
443	GREENLEAF TRUST	$602K	8,683	−112	trim
444	Arax Advisory Partners	$601K	8,690	−3,140	trim
445	FEDERATED HERMES, INC.	$592K	8,548	+2,462	add
446	Belpointe Asset Management LLC	$591K	8,532	+78	add
447	HOLDERNESS INVESTMENTS CO	$590K	8,517	+1,790	add
448	VISTA INVESTMENT PARTNERS LLC	$588K	8,485	0	no change
449	Global X Japan Co., Ltd.	$583K	8,421	+525	add
450	VestGen Advisors, LLC	$583K	8,485	+8,485	new
451	Ballentine Partners, LLC	$583K	8,415	+1,154	add
452	Orion Porfolio Solutions, LLC	$583K	8,408	−1,308	trim
453	Gallagher Fiduciary Advisors, LLC	$582K	8,397	+112	add
454	Valmark Advisers, Inc.	$580K	8,375	0	no change
455	Bryant Woods Investment Advisors, LLC	$579K	8,360	+8,360	new
456	DAYMARK WEALTH PARTNERS, LLC	$567K	8,191	+2,653	add
457	Ameritas Advisory Services, LLC	$564K	8,139	−338	trim
458	Hills Bank & Trust Co	$562K	8,117	−447	trim
459	Baker Ellis Asset Management LLC	$562K	8,107	0	no change
460	MGO ONE SEVEN LLC	$561K	8,093	+1,279	add
461	Hilltop Holdings Inc.	$555K	8,006	−4,583	trim
462	CHOREO, LLC	$554K	7,997	+509	add
463	MARTINGALE ASSET MANAGEMENT L P	$550K	7,932	+3,663	add
464	SILVER OAK SECURITIES, INCORPORATED	$545K	7,869	+414	add
465	Connecticut Wealth Management, LLC	$541K	7,816	0	no change
466	KCM INVESTMENT ADVISORS LLC	$536K	7,742	−4	trim
467	KEYNOTE FINANCIAL SERVICES LLC	$534K	7,714	−60	trim
468	CHATHAM CAPITAL GROUP, INC.	$532K	7,681	0	no change
469	Pallas Capital Advisors LLC	$530K	7,647	−33	trim
470	Kera Capital Partners, Inc.	$530K	7,647	+1,258	add
471	EVOLVE PRIVATE WEALTH, LLC	$528K	7,623	+1,401	add
472	BAHL & GAYNOR INC	$526K	7,598	−28	trim
473	CIBC WORLD MARKET INC.	$523K	7,545	+2,350	add
474	Brooklyn Investment Group	$522K	7,531	−111	trim
475	Valley Brook Capital Group, Inc.	$522K	7,528	0	no change
476	World Investment Advisors	$517K	7,464	−100	trim
477	Glenview Trust Co	$516K	7,441	−679	trim
478	CenterStar Asset Management, LLC	$515K	7,439	+7,439	new
479	AlphaStar Capital Management, LLC	$515K	7,428	−2,182	trim
480	SEEDS INVESTOR LLC	$509K	7,374	+850	add
481	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$508K	7,339	−94	trim
482	Forvis Mazars Wealth Advisors, LLC	$502K	7,243	0	no change
483	Drucker Wealth 3.0, LLC	$500K	7,217	−232	trim
484	CITIZENS FINANCIAL GROUP INC/RI	$496K	7,166	+2,555	add
485	SENTINEL PENSION ADVISORS, LLC	$491K	7,088	0	no change
486	Sachetta, LLC	$488K	7,040	+320	add
487	Parcion Private Wealth LLC	$483K	6,973	+1,095	add
488	Curi Capital, LLC	$483K	6,972	+6,972	new
489	Sivia Capital Partners, LLC	$482K	6,956	+2,667	add
490	TEMA ETFS LLC	$481K	6,943	+35	add
491	Krilogy Financial LLC	$480K	6,933	+685	add
492	ANCHOR CAPITAL ADVISORS LLC	$462K	6,664	0	no change
493	Old North State Wealth Management, LLC	$460K	6,638	+226	add
494	Synergy Asset Management, LLC	$457K	6,593	+885	add
495	Capula Management Ltd	$455K	6,572	−540	trim
496	Avidian Wealth Enterprises, LLC	$453K	6,544	−189	trim
497	BRASADA CAPITAL MANAGEMENT, LP	$452K	6,515	+6,515	new
498	Aprio Wealth Management, LLC	$450K	6,489	+2,447	add
499	Alchemi Wealth, LLC	$439K	6,343	+6	add
500	WELCH & FORBES LLC	$436K	6,298	0	no change

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · ES

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Soros Fund Management, Caxton Associates $1.3M held
Trimming: 1 Gotham Asset Management $5.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EVERSOURCE ENERGY

Merged timeline of congressional filings and notable-manager moves on ES
Date	Who	Change	Size
2026-05-15	Soros Fund Management 13F	add	+1 sh
2026-05-15	Gotham Asset Management 13F	trim	−132,658 sh
2026-05-14	Caxton Associates 13F	new	+3,505 sh

3 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed ES — the congressional view ↗