ES · Insider trading · 13F holders · Congress trades
Eversource Energy (ES)
Who is buying and selling ES: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 41
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $214K
- Congress trades, 12 months
- 4
ES at a glance
- Between Aug 1, 2026 and Oct 29, 2026, 1 ES insider filed 1 sale worth $214K on SEC Form 4, and no open-market purchases.
- 41 13F filers hold ES among their 50 largest positions, worth $1.5B combined, including Ran Zhou and Ray Dalio. The biggest bets by portfolio weight are Magellan Asset Management Ltd (5.6%), Zimmer Partners, LP (4.6%) and Act Two Investors LLC (3.5%). In their latest 13Fs, 3 managers opened a new position and 5 added to one.
- Members of Congress have disclosed 26 ES trades since 2015, 2 purchases and 2 sales in the past year; the latest was Val T. Hoyle (D-OR), selling $1K–15K on Sep 23, 2025.
- ES last closed at $67.90 on Oct 29, 2026.
ES insider trading
Between Aug 1, 2026 and Oct 29, 2026, 1 ES insider filed 1 sale worth $214K on SEC Form 4, and no open-market purchases.
| Filed | Insider | Role | Trade | Shares | Price | Value | Form 4 |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | Conner Penelope M | EVP-Cust Exp & Energy Strategy | Sale | 3,000 | $71.30 | $214K | SEC |
Who owns ES? Hedge funds and superinvestors
41 13F filers hold ES among their 50 largest positions, worth $1.5B combined, including Ran Zhou and Ray Dalio. The biggest bets by portfolio weight are Magellan Asset Management Ltd (5.6%), Zimmer Partners, LP (4.6%) and Act Two Investors LLC (3.5%). In their latest 13Fs, 3 managers opened a new position and 5 added to one.
Superinvestors holding ES: Ran Zhou 1.5% · Ray Dalio 0.4%
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Victory Capital Management IncMutual fund manager | 0.3% | $618.2M | 8,553,991 | — | Q2 2026 |
| Magellan Asset Management LtdAsset manager | 5.6% | $248.4M | 3,437,065 | -44.4% shares | Q2 2026 |
| Zimmer Partners, LPHedge fund | 4.6% | $194.5M | 2,691,701 | -19.5% shares | Q2 2026 |
| Ontario Teachers Pension Plan BoardPension fund | 0.7% | $103.9M | 1,437,437 | — | Q2 2026 |
| Ray DalioHedge fund | 0.4% | $86.4M | 1,195,140 | — | Q2 2026 |
| Old Republic International CorpInsurance company | 1.9% | $41.4M | 645,933 | -8.2% shares | Q3 2026 |
| Ran ZhouHedge fund | 1.5% | $36.7M | 507,164 | New | Q2 2026 |
| Maryland State Retirement & Pension SystemPension fund | 0.5% | $27.3M | 377,225 | +5.8% shares | Q2 2026 |
| Beck Bode, LLCWealth manager | 3.0% | $19.9M | 275,147 | — | Q2 2026 |
| Act Two Investors LLCWealth manager | 3.5% | $17.2M | 238,057 | -41.8% shares | Q2 2026 |
| Sound Income Strategies, LLCWealth manager | 0.8% | $17.1M | 259,791 | +2.2% shares | Q3 2026 |
| Systematic Alpha Investments, LLCWealth manager | 0.4% | $16.3M | 226,152 | +0.0% shares | Q2 2026 |
| John G Ullman & Associates IncWealth manager | 1.6% | $13.3M | 183,791 | -5.2% shares | Q2 2026 |
| Meiji Yasuda Asset Management Co Ltd.Asset manager | 0.5% | $11.6M | 160,564 | +6.9% shares | Q2 2026 |
| Edgemoor Investment Advisors, Inc.Wealth manager | 0.4% | $6.2M | 86,228 | +4.5% shares | Q2 2026 |
| Schnieders Capital Management, LLC.Wealth manager | 0.8% | $6.2M | 85,704 | +3.3% shares | Q2 2026 |
| Brick & Kyle, AssociatesWealth manager | 2.0% | $6.2M | 88,865 | +0.0% shares | Q2 2026 |
| 1834 Investment Advisors CoInstitutional asset manager | 0.7% | $6.1M | 94,929 | +10.1% shares | Q3 2026 |
| Ausbil Investment Management LtdHedge fund | 3.1% | $6.1M | 94,876 | +0.0% shares | Q3 2026 |
| Morgan Dempsey Capital Management LLCWealth manager | 2.3% | $5.3M | 73,953 | +3.1% shares | Q2 2026 |
| Kinloch Capital, LLCWealth manager | 1.7% | $4.7M | 65,120 | +2.2% shares | Q2 2026 |
| Riverview Capital Advisers, LLCWealth manager | 1.3% | $4.7M | 64,421 | -1.3% shares | Q2 2026 |
| BG Investment Services, LLCInstitutional asset manager | 0.5% | $3.7M | 57,493 | — | Q3 2026 |
| Slagle Financial, LLCWealth manager | 1.0% | $3.4M | 47,641 | — | Q2 2026 |
| Somerset Trust CoBank & trust | 0.8% | $2.7M | 41,950 | -0.4% shares | Q3 2026 |
| Mirova US LLCHedge fund | 0.0% | $2.4M | 33,715 | -23.1% shares | Q2 2026 |
| Central Valley Advisors, LLCWealth manager | 0.6% | $2.3M | 35,414 | +2.3% shares | Q3 2026 |
| DC Investments Management, LLCAsset manager | 0.8% | $2.2M | 30,471 | +0.0% shares | Q2 2026 |
| Edmp, Inc.Wealth manager | 1.4% | $1.9M | 29,183 | +0.3% shares | Q3 2026 |
| Measured Wealth Private Client Group, LLCWealth manager | 0.4% | $1.5M | 20,931 | +5.5% shares | Q2 2026 |
The 30 largest of 41 positions, by value. Each manager counts with its latest 13F (Q3 2026: 11, Q2 2026: 29, Q1 2026: 1). Screen ES in the grand portfolio →
ES stock trades by members of Congress
Members of Congress have disclosed 26 ES trades since 2015, 2 purchases and 2 sales in the past year; the latest was Val T. Hoyle (D-OR), selling $1K–15K on Sep 23, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Oct 10, 2025 | Val T. HoyleD-OR · House | Sale | $1K–15K | Sep 23, 2025 | -1.9% |
| May 14, 2025 | Julie JohnsonD-TX · House | Sale | $1K–15K | Apr 1, 2025 | +9.7% |
| May 8, 2025 | Robert P. Bresnahan, Jr.R-PA · House | Buy | $1K–15K | Apr 8, 2025 | +25.5% |
| Feb 12, 2025 | Julie JohnsonD-TX · House | Buy | $1K–15K | Jan 15, 2025 | +20.3% |
| Feb 14, 2024 | Shelley Moore CapitoR-WV · Senate | Sale | $1K–15K | Jan 19, 2024 | +27.7% |
| Oct 10, 2023 | Lois FrankelD-FL · House | Sale | $1K–15K | Sep 8, 2023 | +9.7% |
| Aug 13, 2023 | Daniel S. GoldmanD-NY · House | Sale | $1K–15K | Jul 12, 2023 | -6.0% |
| Jun 24, 2023 | Lois FrankelD-FL · House | Buy | $1K–15K | Jun 2, 2023 | -2.7% |
| Jun 6, 2023 | Zoe LofgrenD-CA · House | Sale | $1K–15K | May 25, 2023 | -3.9% |
| Apr 17, 2023 | Daniel S. GoldmanD-NY · House | Buy | $1K–15K | Mar 6, 2023 | -10.0% |
| Oct 7, 2021 | Zoe LofgrenD-CA · House | Buy | $1K–15K | Sep 30, 2021 | -16.7% |
| Feb 13, 2021 | Dean PhillipsD-MN · House | Buy | $1K–15K | Jan 5, 2021 | -20.0% |
| Apr 11, 2020 | Zoe LofgrenD-CA · House | Sale | $1K–15K | Mar 23, 2020 | +9.4% |
| Mar 12, 2020 | Dean PhillipsD-MN · House | Sale | $1K–15K | Feb 28, 2020 | -21.2% |
| May 9, 2019 | Shelley Moore CapitoR-WV · Senate | Buy | $1K–15K | Apr 24, 2018 | +14.7% |
| May 9, 2019 | Shelley Moore CapitoR-WV · Senate | Buy | $1K–15K | Apr 5, 2018 | +13.6% |
| Oct 14, 2017 | Thomas J. RooneyR-FL · House | Sale | $1K–15K | Sep 22, 2017 | +12.2% |
| Jul 18, 2017 | Zoe LofgrenD-CA · House | Buy | $1K–15K | Jun 15, 2017 | +8.7% |
| Jun 13, 2017 | Frank A. LoBiondoR-NJ · House | Sale | $1K–15K | May 17, 2017 | +13.1% |
| Jan 16, 2017 | Thomas J. RooneyR-FL · House | Buy | $1K–15K | Jun 1, 2016 | +22.6% |
11 members have traded ES: Val T. Hoyle, Julie Johnson, Robert P. Bresnahan, Jr., Shelley Moore Capito, Lois Frankel, Daniel S. Goldman, Zoe Lofgren, Dean Phillips and others.
ES questions and answers
Are insiders buying ES stock?
Between Aug 1, 2026 and Oct 29, 2026, 1 ES insider filed 1 sale worth $214K on SEC Form 4, and no open-market purchases.
Which hedge funds own ES?
41 13F filers hold ES among their 50 largest positions, worth $1.5B combined, including Ran Zhou and Ray Dalio. The biggest bets by portfolio weight are Magellan Asset Management Ltd (5.6%), Zimmer Partners, LP (4.6%) and Act Two Investors LLC (3.5%). In their latest 13Fs, 3 managers opened a new position and 5 added to one.
Has Congress traded ES?
Members of Congress have disclosed 26 ES trades since 2015, 2 purchases and 2 sales in the past year; the latest was Val T. Hoyle (D-OR), selling $1K–15K on Sep 23, 2025.
Who is the largest holder of ES?
Among 13F filers, Victory Capital Management Inc reports the largest ES position, $618.2M (8,553,991 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Magellan Asset Management Ltd's: 5.6% of its portfolio.
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