Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 861 holders are listed, largest first: 861
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $20.2B
holders whose share count rose or who opened the position (new + add), by shares: 479
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 86

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

Newest 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 2026-07-03 → 2026-10-01 · 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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed ES — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).