Raymond James Financial
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Raymond James Financial’s Eversource Energy ES Stock Holding History

Raymond James 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
2026
Q1 		$23.2M Buy
334,696
+14,839
+5% +$1.05M 0.01% 1356
2025
Q4 		$21.5M Sell
319,857
-63,576
-17% -$4.46M 0.01% 1390
2025
Q3 		$27.3M Buy
383,433
+30,559
+9% +$2M 0.01% 1204
2025
Q2 		$22.4M Buy
352,874
+13,290
+4% +$819K 0.01% 1279
2025
Q1 		$21.1M Sell
339,584
-3,722
-1% -$222K 0.01% 1262
2024
Q4 		$19.7M Buy
+343,306
New +$21.4M 0.01% 1318

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

Raymond James Financial's ES Position: Q1 2026 in Review

Raymond James Financial increased its Eversource Energy (ES) stake by 4.6% in Q1 2026, buying an estimated $1.05M and bringing the position to 334,696 shares worth $23.2M. The position accounts for 0.01% of the portfolio, ranked #1356.

Raymond James Financial first reported a position in ES in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.3M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Raymond James Financial held 334,696 shares of Eversource Energy worth $23.2M as of Q1 2026.
  • Raymond James Financial bought 14,839 Eversource Energy shares in Q1 2026, an estimated $1.05M.
  • Eversource Energy made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1356 holding.
  • Raymond James Financial first reported a position in Eversource Energy in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Eversource Energy position peaked at $27.3M in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.