Empower Advisory Group
ES icon

Empower Advisory Group’s Eversource Energy ES Stock Holding History

Empower Advisory Group’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 		$88.4M Buy
1,276,081
+33,227
+3% +$2.35M 0.23% 90
2025
Q4 		$83.7M Sell
1,242,854
-6,412
-0.5% -$450K 0.23% 85
2025
Q3 		$88.9M Buy
1,249,266
+729
+0.1% +$47.8K 0.25% 83
2025
Q2 		$79.4M Buy
1,248,537
+94,971
+8% +$5.85M 0.24% 90
2025
Q1 		$71.6M Buy
1,153,566
+50,806
+5% +$3.03M 0.23% 92
2024
Q4 		$63.3M Sell
1,102,760
-73,472
-6% -$4.58M 0.21% 94
2024
Q3 		$80M Buy
1,176,232
+39,863
+4% +$2.58M 0.27% 80
2024
Q2 		$64.4M Buy
1,136,369
+33,063
+3% +$1.96M 0.24% 88
2024
Q1 		$65.9M Buy
1,103,306
+176,632
+19% +$10.2M 0.25% 94
2023
Q4 		$57.2M Buy
926,674
+219,296
+31% +$12.6M 0.23% 101
2023
Q3 		$41.1M Sell
707,378
-111,917
-14% -$7.46M 0.18% 111
2023
Q2 		$58.1M Buy
819,295
+11,099
+1% +$827K 0.25% 93
2023
Q1 		$62.6M Buy
+808,196
New +$63.8M 0.28% 81

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

Empower Advisory Group's ES Position: Q1 2026 in Review

Empower Advisory Group increased its Eversource Energy (ES) stake by 2.7% in Q1 2026, buying an estimated $2.35M and bringing the position to 1,276,081 shares worth $88.4M. The position accounts for 0.23% of the portfolio, ranked #90.

Empower Advisory Group first reported a position in ES in Q1 2023 and has held it in 13 quarters since. The position peaked at $88.9M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Empower Advisory Group held 1,276,081 shares of Eversource Energy worth $88.4M as of Q1 2026.
  • Empower Advisory Group bought 33,227 Eversource Energy shares in Q1 2026, an estimated $2.35M.
  • Eversource Energy made up 0.23% of Empower Advisory Group's portfolio in Q1 2026, its #90 holding.
  • Empower Advisory Group first reported a position in Eversource Energy in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Eversource Energy position peaked at $88.9M in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.