LPL Financial
ES icon

LPL Financial’s Eversource Energy ES Stock Holding History

LPL Financial’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
2025
Q1 		– Sell
-4,300
Closed -$247K – 5409
2024
Q4 		$247K Buy
4,300
+1,300
+43% +$81K ﹤0.01% 4676
2024
Q3 		$204K Buy
+3,000
New +$194K ﹤0.01% 4715

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

LPL Financial's ES Position: Q1 2026 in Review

LPL Financial increased its Eversource Energy (ES) stake by 5.1% in Q1 2026, buying an estimated $1.82M and bringing the position to 524,902 shares worth $36.4M. The position accounts for 0.01% of the portfolio, ranked #1071.

LPL Financial first reported a position in ES in Q2 2013 and has held it in 49 quarters since. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • LPL Financial held 524,902 shares of Eversource Energy worth $36.4M as of Q1 2026.
  • LPL Financial bought 25,690 Eversource Energy shares in Q1 2026, an estimated $1.82M.
  • Eversource Energy made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1071 holding.
  • LPL Financial first reported a position in Eversource Energy in Q2 2013 and has held it in 49 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.