Gleason Group 13F: Exits Eversource Energy (ES) Stake
Gleason Group sold its entire stake in Eversource Energy during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Gleason Group sold its entire stake of 304 shares in Eversource Energy ($ES), according to a 13F filing with the SEC dated October 15, 2026.
Since the filing, $ES is up 1.3% to date (from the $65.99 close on Oct 15, 2026).
Key Points
- Gleason Group closed out its investment in Eversource Energy by selling all 304 shares, bringing its position down to zero.
- Major institutional players like Blackrock Inc. and State Street Corporation made adjustments to their holdings in the utility company earlier in the year.
- Eversource Energy recently traded around $66.78, with its next earnings report scheduled for November 4, 2026.
Get $ES trade alerts by text
We text you when insiders, Congress or big funds trade $ES. Free.
Not investment advice. EarningsIQ is not a registered investment adviser, and this automated Eversource Energy alert may contain errors. Disclosures
Inside Gleason Group's Eversource Energy Trade
Gleason Group completely closed out its holding in Eversource Energy (NYSE:ES) during the period, selling its remaining 304 shares to leave a stake of 0 shares. The complete exit was revealed in a Form 13F regulatory filing with the Securities and Exchange Commission on October 15, 2026. Because 13F reports look backward at the end of a previous quarter, the transaction might not reflect where the fund stands today.
Other Institutional Activity in Eversource Energy
Other large funds made adjustments to their own positions in the utility provider during their reported periods. Blackrock Inc. grew its holdings by 564,703 shares, ending with 42,706,691 shares worth about $2,854,942,228. State Street Corporation grew its holdings by 318,181 shares, ending with 28,475,822 shares worth about $1,903,608,657. Vanguard Capital Management LLC grew its holdings by 160,925 shares, ending with 24,543,557 shares worth about $1,640,736,747. Vanguard Portfolio Management LLC grew its holdings by 232,032 shares, ending with 20,234,827 shares worth about $1,352,698,154. Geode Capital Management, LLC grew its holdings by 240,715 shares, ending with 11,541,887 shares worth about $771,575,128.
Eversource Energy Stock Up 0.2%
Eversource Energy recently traded around $66.78 as of October 16, 2026. The stock sits below its 50-day moving average of $68.54 and below its 200-day moving average of $70.08. Over the past 52 weeks, shares have traded as low as $62.72 and as high as $76.57.
Recent Earnings
For the trailing twelve months, Eversource Energy generated $13,998,372,864 in revenue with earnings of $3.86 per share. The company reported a net profit margin of 10.4% alongside a return on equity of 9.0%. Its revenue grew at a year-over-year rate of 2.3%. The company's next earnings report is scheduled for November 4, 2026.
Dividend
Eversource Energy offers a dividend yield of 4.77% backed by a payout ratio of 65.1%.
Insider Buying and Selling at Eversource Energy
Company insiders executed several transactions prior to the filing. On March 4, 2026, Officer Penelope M Conner sold 1,400 shares at a price of $75.00 for a total value of $105,000. Trustee Warren Robert Mudge bought 750 shares at a price of $66.48 for a total value of $49,864 on May 8, 2026. General Counsel Gregory B Butler sold 7,000 shares at a price of $69.88 for a total value of $489,160 on June 4, 2026. Later, on August 25, 2026, Penelope M Conner sold another 3,000 shares for a total value of $213,900.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. On July 2, 2026, Wells Fargo maintained its Overweight rating and raised its price target from $75.00 to $76.00. BMO Capital maintained a Market Perform rating on July 22, 2026, while lowering its price target from $73.00 to $72.00. Mizuho maintained a Neutral rating on August 3, 2026, and raised its price target from $70.00 to $74.00. Across 12 analyst opinions, the stock carries a consensus hold rating and an average price target of $73.17.
About Eversource Energy
Eversource Energy operates as a public utility holding company delivering electricity, natural gas, and water to customers across its service areas. It manages regulated utility segments that handle the transmission and distribution of power as well as solar energy installations.
Bottom Line
Investors tracking Gleason Group will want to see subsequent reports to check on the fund's strategy. The upcoming earnings release on November 4, 2026, will provide fresh financial figures for the utility operator. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Source: Gleason Group's 13F filing on $ES (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Gleason Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
