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ALPS Advisors’s Eversource Energy ES Stock Holding History

ALPS Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.7M Buy
385,518
+305
+0.1% +$21.6K 0.13% 101
2025
Q4 		$25.9M Sell
385,213
-1,640
-0.4% -$115K 0.15% 83
2025
Q3 		$27.5M Buy
386,853
+19,795
+5% +$1.3M 0.15% 71
2025
Q2 		$23.4M Sell
367,058
-26,475
-7% -$1.63M 0.13% 99
2025
Q1 		$24.4M Sell
393,533
-13,482
-3% -$804K 0.14% 88
2024
Q4 		$23.4M Buy
407,015
+52,470
+15% +$3.27M 0.15% 89
2024
Q3 		$24.1M Sell
354,545
-20,306
-5% -$1.31M 0.16% 94
2024
Q2 		$21.3M Sell
374,851
-2,097
-0.6% -$124K 0.15% 97
2024
Q1 		$22.5M Buy
376,948
+8,098
+2% +$466K 0.16% 96
2023
Q4 		$22.8M Buy
+368,850
New +$21.3M 0.18% 87

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ALPS Advisors's ES Position: Q1 2026 in Review

ALPS Advisors increased its Eversource Energy (ES) stake by 0.08% in Q1 2026, buying an estimated $21.6K and bringing the position to 385,518 shares worth $26.7M. The position accounts for 0.13% of the portfolio, ranked #101.

ALPS Advisors first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $27.5M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • ALPS Advisors held 385,518 shares of Eversource Energy worth $26.7M as of Q1 2026.
  • ALPS Advisors bought 305 Eversource Energy shares in Q1 2026, an estimated $21.6K.
  • Eversource Energy made up 0.13% of ALPS Advisors's portfolio in Q1 2026, its #101 holding.
  • ALPS Advisors first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • ALPS Advisors's Eversource Energy position peaked at $27.5M in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.