Skip to content
Disclosery

ES EVERSOURCE ENERGY

Follow

Stock (common), issuer CIK 72741

1,088 managers (1,122 13F filers) reported a position in ES shares at 2026-06-30, 324,368,680 shares in all. 135 filers opened a position and 84 filers sold out during the quarter.

Managers
1,088
13F filers
1,122
New
135
Added
474
Reduced
321
Sold out
84
Shares held by filers
324,368,680

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Global Retirement Partners, LLC15,867$1.15M0.02%13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS15,723$1.14M<0.01%-158,22913F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…15,621$1.13M<0.01%-2,360,11613F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC15,474$1.12M0.09%+3,95013F-HRTimeline
Quantitative Investment Management, LLC15,443$1.12M0.12%new13F-HRTimeline
Prosperity Consulting Group, LLC15,412$1.11M0.04%+1,60213F-HRTimeline
ICON ADVISERS INC/CO15,300$1.11M0.21%013F-HRTimeline
Accurate Wealth Management, LLC14,737$1.1M0.11%-1,26213F-HRTimeline
CIBC WORLD MARKET INC.15,253$1.1M<0.01%+7,70813F-HRTimeline
Diametric Capital, LP15,161$1.1M0.12%new13F-HRTimeline
MASTERINVEST Kapitalanlage GmbH15,079$1.09M0.09%013F-HRTimeline
Aaron Wealth Advisors LLC15,066$1.09M0.06%-99713F-HRTimeline
SOROS FUND MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC14,890$1.08M0.01%-113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…14,872$1.07M<0.01%+4,14513F-HRTimelineGroup
Hazelview Securities Inc.14,430$1.07M0.15%new13F-HRTimeline
San Luis Wealth Advisors LLC14,850$1.07M0.16%-67513F-HRTimeline
Farther Finance Advisors, LLC14,809$1.07M0.01%+80013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY14,808$1.07M0.03%+53413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…14,766$1.07M<0.01%+2,45413F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG14,665$1.04M0.01%+9,41913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,270$1.03M0.01%-2,29113F-HRTimelineGroup
Hilton Head Capital Partners, LLC14,167$1.02M0.52%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT13,955$1.01M0.01%-4,96913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…13,857$1M0.06%-24,01913F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC13,633$985K0.69%-413F-HRTimeline
Blackhawk Capital Partners, LLC13,619$984K0.32%new13F-HRTimeline
United Asset Strategies, Inc.13,606$983K0.07%+29713F-HRTimeline
Penobscot Investment Management Company…13,538$978K0.07%+36313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.13,506$976K0.01%+1,86613F-HRTimeline
Fideuram Asset Management (Ireland) dac13,727$974K0.02%new13F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC13,001$973K0.21%-2,68713F-HRTimeline
Finivi Inc.13,437$971K0.5%-1113F-HRTimeline
Life Cycle Investment Partners Ltd13,285$960K<0.01%-80313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,214$955K0.06%+9,48213F-HRTimeline
Modern Wealth Management, LLC13,172$952K0.01%+1,89713F-HRTimeline
WILKINS INVESTMENT COUNSEL INC13,145$950K0.13%013F-HRTimeline
WINCAP FINANCIAL LLC13,092$946K0.51%013F-HRTimeline
Leonteq Securities AG13,049$943K0.06%-14,39813F-HRTimeline
IFP Advisors, Inc12,972$937K0.02%+9,15813F-HRTimeline
Vestcor Inc12,947$936K0.02%-1,28013F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC12,915$933K0.39%new13F-HRTimeline
GAMMA Investing LLC12,907$933K0.03%-25813F-HRTimeline
J.W. COLE ADVISORS, INC.12,851$929K0.02%+10213F-HRTimeline
Manske Wealth Management12,788$924K0.23%-43913F-HRTimeline
Beacon Pointe Advisors, LLC12,710$919K<0.01%-4713F-HRTimeline
Empirical Financial Services, LLC d.b.a…12,703$918K0.01%+83913F-HRTimeline
Aster Capital Management (DIFC) Ltd12,646$914K0.19%+11,34013F-HR/ATimeline
Baker Avenue Asset Management, LP12,643$914K0.02%+3,39313F-HRTimeline
UNION SAVINGS BANK12,496$903K0.36%013F-HRTimeline
Empirical Finance, LLC12,493$903K0.04%+44713F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC12,464$901K0.01%-32913F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC12,381$895K<0.01%-26113F-HR/ATimeline
Principle Wealth Partners LLC12,256$886K0.04%-5,96013F-HRTimeline
Belpointe Asset Management LLC12,165$879K0.03%+3,63313F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…12,022$869K0.09%+1,55613F-HRTimelineGroup
Hardman Johnston Global Advisors LLC12,000$867K0.03%013F-HRTimeline
Intrua Financial, LLC11,982$866K0.08%-40713F-HRTimeline
Neo Ivy Capital Management11,916$861K0.2%new13F-HRTimeline
Revisor Wealth Management LLC11,851$857K0.21%-10913F-HRTimeline
PROFUND ADVISORS LLC11,777$851K0.02%-1,02313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP11,745$849K0.01%new13F-HRTimeline
SlateStone Wealth, LLC11,721$847K0.06%+22513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…11,689$845K0.02%013F-HRTimelineGroup
SYON CAPITAL LLC11,660$843K0.04%+1813F-HRTimeline
Advisory Services Network, LLC11,588$838K0.01%+56813F-HRTimeline
Canada Post Corp Registered Pension Plan11,540$834K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC11,539$834K0.02%-40613F-HRTimeline
SIGNATUREFD, LLC11,516$832K0.01%-21413F-HRTimeline
Sterling Capital Management LLC11,355$821K0.01%-2,56413F-HRTimeline
GREAT LAKES ADVISORS, LLC11,348$820K0.01%-3,73713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,347$820K0.01%+1,79613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,331$819K0.03%+4,39013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT11,310$817K0.01%-2,19713F-HRTimeline
Centennial Wealth Advisory LLC11,274$815K0.18%+87913F-HRTimeline
Boston Common Asset Management, LLC11,253$813K0.05%-15013F-HRTimeline
North Dakota State Investment Board11,165$807K0.03%+42913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO11,113$803K<0.01%+5,16513F-HRTimelineGroup
Centerpoint Advisors, LLC10,983$794K0.23%013F-HRTimeline
Curi Capital, LLC10,832$783K0.01%+3,86013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.10,799$780K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC10,734$776K0.01%+3513F-HRTimeline
Claro Advisors Inc.10,661$770K0.08%+1,02413F-HRTimeline
Kiker Wealth Management, LLC10,544$762K0.3%new13F-HRTimeline
Kera Capital Partners, Inc.10,523$760K0.07%+2,87613F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC10,481$757K0.19%+11913F-HRTimelineGroup
HUB Investment Partners, LLC10,425$753K0.01%+1,66413F-HRTimeline
Independent Advisor Alliance10,415$753K0.02%+20913F-HRTimeline
MONECO ADVISORS, LLC10,388$751K0.05%+99713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC9,987$745K0.03%-10013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC10,289$744K<0.01%-36813F-HRTimeline
GSA CAPITAL PARTNERS LLP10,093$729K0.05%+5,88613F-HRTimeline
STRS OHIO9,982$721K<0.01%+1,00013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP9,929$718K0.03%+4,00213F-HRTimeline
SteelPeak Wealth, LLC9,798$708K0.02%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,745$704K0.02%+1,55413F-HRTimeline
Csenge Advisory Group9,724$703K0.03%-16313F-HRTimeline
West Family Investments, Inc.9,717$702K0.2%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding9,710$702K-31,960Timeline
FLAGSHIP HARBOR ADVISORS, LLC9,661$698K0.03%-1,23613F-HRTimeline
BetterWealth, LLC9,502$687K0.12%+313F-HRTimeline
Kepler Cheuvreux (Suisse) SA9,498$686K0.04%new13F-HRTimeline
Abel Hall, LLC9,428$681K0.12%-11813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,397$679K-9,066Timeline
FIRST MANHATTAN CO. LLC.9,396$679K<0.01%013F-HRTimeline
HOLDERNESS INVESTMENTS CO9,335$675K0.11%+81813F-HRTimeline
Live Oak Private Wealth LLC9,265$670K0.08%013F-HRTimeline
TABLEAUX LLC9,218$666K0.28%013F-HRTimeline
Finer Wealth Management, Inc.9,190$664K0.3%+35213F-HRTimeline
V-Square Quantitative Management LLC9,185$664K0.06%-8713F-HRTimeline
VestGen Advisors, LLC9,164$662K0.02%+67913F-HRTimeline
Central Pacific Bank - Trust Division9,142$661K0.07%013F-HRTimeline
Mesirow Financial Investment Management…9,075$656K0.01%+3813F-HRTimeline
Inscription Capital, LLC8,990$650K0.06%+23613F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.8,972$648K0.06%new13F-HRTimelineGroup
Trivium Point Advisory, LLC8,963$648K0.06%-29913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,870$641K0.04%+1713F-HRTimeline
New England Capital Financial Advisors …8,865$641K0.15%+1113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,852$640K0.03%+12813F-HRTimeline
NorthCoast Asset Management LLC8,839$639K0.01%+1113F-HRTimeline
Global X Japan Co., Ltd.8,832$638K0.02%+41113F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.8,825$638K<0.01%+27713F-HRTimelineGroup
MGO ONE SEVEN LLC8,733$631K0.01%+64013F-HRTimeline
Lombard Odier Asset Management (Switzer…8,679$627K0.02%-1,50913F-HRTimeline
QTR Family Wealth, LLC8,593$621K0.22%+4,29013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED8,587$621K0.04%+71813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management8,536$617K<0.01%+2,93613F-HRTimelineGroup
Rothschild Wealth LLC8,512$615K0.05%+3,98213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC8,482$613K0.15%-313F-HRTimeline
GREENLEAF TRUST8,467$612K0.01%-21613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,357$604K0.02%-4013F-HRTimelineGroup
Anchor Bay Capital, Inc.8,421$599K0.32%13F-HRTimeline
Valmark Advisers, Inc.8,291$599K0.01%-8413F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC8,281$598K0.05%+4,37013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC8,265$597K0.01%-2,24013F-HRTimeline
WEDBUSH SECURITIES INC8,239$595K0.02%+1,79913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC8,149$589K0.01%-1,34613F-HRTimeline
CHOREO, LLC8,144$589K0.01%+14713F-HRTimeline
Baker Ellis Asset Management LLC8,107$586K0.06%013F-HRTimeline
Blue Chip Partners, LLC8,060$582K0.04%new13F-HRTimeline
Caerus Investment Advisors, LLC7,907$571K0.19%+4,70813F-HRTimeline
AXQ CAPITAL, LP7,899$571K0.06%new13F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P7,841$567K0.01%-9113F-HRTimeline
SYM FINANCIAL Corp7,813$565K0.05%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,791$563K0.05%-21513F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO7,745$560K0.05%-2,18513F-HRTimeline
INCEPTIONR LLC7,720$558K0.14%-11,62613F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,713$557K0.02%-2913F-HRTimeline
Tema ETFs LLC7,668$554K0.02%+72513F-HRTimeline
Orion Porfolio Solutions, LLC7,620$551K<0.01%-78813F-HRTimeline
Crestwood Advisors Group, LLC7,608$550K0.01%+90713F-HRTimeline
Bahl & Gaynor LLC7,598$549K<0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC7,576$548K0.01%-18013F-HRTimeline
Valley Brook Capital Group, Inc.7,528$544K0.31%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,490$541K0.02%-62713F-HRTimelineGroup
Bank & Trust Co7,459$539K0.34%+14913F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC7,454$539K0.25%-26013F-HRTimeline
Connecticut Wealth Management, LLC7,436$537K0.02%-38013F-HRTimeline
Old North State Wealth Management, LLC7,399$535K0.23%+76113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC7,089$529K0.07%+113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,279$526K<0.01%-63513F-HRTimelineGroup
SEEDS INVESTOR LLC7,257$524K0.05%-11713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC7,243$523K0.01%013F-HRTimeline
AlphaStar Capital Management, LLC7,186$519K0.03%-24213F-HRTimeline
Ellevest, Inc.7,150$519K0.06%-1,33813F-HRTimeline
Fisher Asset Management, LLC7,128$515K<0.01%+1,70413F-HRTimeline
Advisors Capital Management, LLC7,084$512K0.01%+87013F-HRTimeline
Leslie Global Wealth, LLC7,029$508K0.2%+1,18113F-HRTimeline
Aprio Wealth Management, LLC7,003$506K0.03%+51413F-HRTimeline
Sachetta, LLC6,977$504K0.25%-6313F-HRTimeline
ROCKLAND TRUST CO6,936$501K0.02%+76813F-HRTimeline
Demars Financial Group, LLC6,906$499K0.14%new13F-HRTimeline
Drucker Wealth 3.0, LLC6,845$495K0.08%-37213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT6,845$495K0.01%new13F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,802$492K<0.01%-2,75513F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT6,780$490K0.03%+2,75513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC6,690$484K0.01%+14613F-HRTimeline
BRASADA CAPITAL MANAGEMENT, LP6,688$483K0.09%+17313F-HR/ATimeline
Sigma Planning Corp6,656$481K0.01%+50713F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK6,630$479K0.04%13F-HRTimeline
Proficio Capital Partners LLC6,625$479K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC6,618$478K0.01%+45713F-HRTimeline
Advisory Solutions Group, LLC6,596$477K0.16%13F-HRTimeline
Compound Planning, Inc.6,537$472K0.01%+32213F-HRTimeline
Premier Path Wealth Partners, LLC6,493$469K0.05%+79613F-HRTimeline
CERTUITY, LLC6,445$466K0.02%+51713F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.6,374$461K0.08%-96513F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH6,200$457K<0.01%new13F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…6,315$456K0.08%new13F-HRTimeline
TCW GROUP INCin group TCW GROUP INC6,313$456K<0.01%+11013F-HRTimelineGroup
Huber Capital Management LLC6,273$453K0.07%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC6,247$451K0.02%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC6,234$451K0.06%new13F-HR/ATimeline
Welch & Forbes LLC6,203$448K0.01%-9513F-HRTimeline
Turning Point Benefit Group, Inc.6,178$446K0.19%+83813F-HRTimeline
Destination Wealth Management6,174$446K0.01%+54013F-HRTimeline
Savior LLC6,150$444K1.27%013F-HRTimeline
WASHINGTON TRUST Co6,115$442K0.01%013F-HRTimeline
Holocene Advisors, LP6,097$441K<0.01%-16,09913F-HRTimeline
RIVERSEDGE ADVISORS, LLC6,081$439K0.06%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC6,068$439K0.05%+20313F-HRTimeline