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
Alchemi Wealth, LLC6,044$437K0.2%-29913F-HRTimeline
W.H. Cornerstone Investments Inc.6,044$437K0.25%+1,91613F-HRTimeline
Welch Group, LLC6,023$435K0.01%013F-HRTimeline
Apella Capital, LLC5,805$434K0.01%+11913F-HRTimeline
Modera Wealth Management, LLC5,986$433K<0.01%+113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,978$432K<0.01%-2,80813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC5,989$432K<0.01%+47513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co5,867$424K<0.01%+25813F-HRTimelineGroup
Capstone Wealth Management, LLC5,851$423K0.2%new13F-HRTimeline
Financial Engines Advisors L.L.C.5,849$423K<0.01%+2,46013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,804$419K0.03%+1613F-HRTimelineGroup
World Investment Advisors5,972$419K0.01%-1,49213F-HRTimeline
FIL Ltdin group FIL Ltd5,754$416K<0.01%+3,14513F-HRTimelineGroup
Snowden Capital Advisors LLC5,742$415K0.01%-53113F-HRTimeline
Continuum Advisory, LLC5,739$415K0.03%+19813F-HRTimeline
Oslo Pensjonsforsikring AS5,734$414K0.05%013F-HRTimeline
Essential Partners LLC5,727$414K0.19%+2,65913F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,679$410K0.01%-70,45013F-HRTimeline
KELLY FINANCIAL GROUP LLC5,676$410K0.09%+3913F-HRTimeline
Ballentine Partners, LLC5,676$410K0.01%-2,73913F-HRTimeline
Abundance Wealth Counselors5,652$408K0.03%new13F-HRTimeline
IHT Wealth Management, LLC5,641$408K0.01%-57413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.5,573$403K0.02%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,571$403K<0.01%+86013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.5,564$402K0.05%-2,11713F-HRTimeline
NorthRock Partners, LLC5,538$400K0.01%-813F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC5,333$398K0.16%new13F-HRTimeline
Versant Capital Management, Inc5,469$395K0.04%+55013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust5,440$393K0.16%013F-HRTimelineGroup
Wick Capital Partners, LLC5,436$393K0.06%new13F-HRTimeline
American State Bank (Iowa)5,436$393K0.16%013F-HRTimeline
Aptus Capital Advisors, LLC5,435$393K<0.01%+80213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,398$390K0.01%+55013F-HRTimeline
International Private Wealth Advisors L…5,373$388K0.2%+7713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,366$388K0.01%-1,29813F-HRTimeline
Cornerstone Wealth Management, LLC5,355$387K0.02%new13F-HRTimeline
Sagewood Asset Management LP5,346$386K0.09%new13F-HRTimeline
MATHER GROUP, LLC.5,293$383K<0.01%+513F-HRTimeline
Clearstead Advisors, LLC5,256$380K<0.01%+1,24013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,249$379K0.01%-3,67613F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC5,244$379K0.05%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,200$376K<0.01%013F-HRTimelineGroup
NewEdge Wealth, LLC5,195$375K<0.01%new13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC5,191$375K0.01%+1513F-HRTimelineGroup
Visionary Horizons, LLC5,167$373K0.16%-4,88513F-HRTimeline
Checchi Capital Advisers, LLC5,152$372K0.02%+66513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise5,151$372K0.02%+1,29513F-HRTimelineGroup
Americana Partners, LLC4,984$360K0.01%new13F-HRTimeline
Retirement Planning Co of New England, …4,977$360K0.13%-10713F-HRTimeline
Gen-Wealth Partners Inc4,922$356K0.1%-46413F-HRTimeline
SPINNAKER TRUST4,915$355K0.02%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,915$355K0.2%+25213F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC4,960$355K0.23%new13F-HRTimeline
Watershed Asset Management, L.L.C.4,907$355K0.32%-94013F-HRTimeline
LGT Group Foundationin group LGT Group Foundation4,867$352K<0.01%013F-HRTimelineGroup
Nemes Rush Group LLC4,862$351K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,838$350K<0.01%+7513F-HRTimeline
MJP ASSOCIATES INC /ADV4,771$345K0.04%-1113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC4,762$344K0.05%new13F-HRTimeline
Elevated Capital Advisors, LLC4,742$343K0.09%-5,55013F-HRTimeline
NWAM LLC4,734$342K0.02%-9813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,723$341K0.02%new13F-HRTimeline
Clear Harbor Asset Management, LLC4,720$341K0.02%-3513F-HRTimeline
Legacy Financial Advisors, Inc.4,695$339K0.04%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC4,842$335K0.01%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,616$334K<0.01%013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC4,604$333K0.06%new13F-HRTimeline
Investment Research Partners LLC4,550$329K0.11%new13F-HRTimeline
Sterling Investment Counsel, LLC4,549$329K0.08%-4313F-HRTimeline
Shore Point Advisors, LLC4,542$328K0.11%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4,538$328K0.02%+3,22613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,526$327K0.01%-7,05013F-HRTimelineGroup
Parallel Advisors, LLC4,524$327K<0.01%+10013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,518$326K0.04%-49413F-HRTimeline
KINTRA WEALTH, LLC4,495$325K0.02%new13F-HRTimeline
Oxler Private Wealth LLC4,475$323K0.09%-27513F-HRTimeline
HBK Sorce Advisory LLC4,449$322K0.01%+5813F-HRTimeline
Avail Investment Partners, LLC4,448$321K0.25%new13F-HRTimeline
Glenview Trust Co4,434$320K<0.01%-3,00713F-HR/ATimeline
Wedmont Private Capital4,231$317K0.01%+65313F-HRTimeline
Aegis Wealth Management LLC4,348$314K0.15%-21513F-HRTimeline
MBL Wealth, LLC4,314$312K0.02%new13F-HRTimeline
Sandro Wealth Management LLC4,297$311K0.22%+1,04813F-HRTimeline
Verity & Verity, LLC4,275$309K0.02%-20013F-HRTimeline
Stablepoint Partners, LLC4,274$309K0.04%013F-HRTimeline
SC&H Financial Advisors, Inc.4,262$308K0.04%-25413F-HRTimeline
Beaumont Financial Advisors, LLC4,256$308K0.02%+2513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,250$307K0.01%013F-HRTimeline
Dorsey & Whitney Trust CO LLC4,247$307K0.01%-1213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC4,205$304K0.23%+2213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding4,188$303K-204Timeline
Sound Financial Strategies Group, LLC4,177$302K0.19%+11013F-HRTimeline
Baron Wealth Management LLC4,173$302K0.08%+1,14113F-HRTimeline
Gladstone Institutional Advisory LLC4,170$301K0.01%-87813F-HRTimeline
Cutler Capital Management, LLC4,147$300K0.08%-10013F-HRTimeline
Prospera Financial Services Inc4,140$299K<0.01%-25613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,123$298K0.01%-12813F-HRTimeline
Patriot Financial Group Insurance Agenc…4,111$297K0.03%-30,21113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,094$296K0.02%+8013F-HRTimeline
Procyon Advisors, LLC4,065$294K0.01%+113F-HRTimeline
Hamilton Capital, LLC4,046$292K0.01%+2113F-HRTimeline
Alan B Lancz & Associates, Inc.4,033$291K0.25%-1,70013F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,031$291K0.01%+20113F-HRTimeline
Quadcap Wealth Management, LLC4,024$291K0.03%+22113F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,005$289K<0.01%-13,54713F-HRTimelineGroup
Wealthspire Advisors, LLC4,002$289K<0.01%-30113F-HRTimeline
Blue Fin Capital, Inc.4,002$289K0.04%+113F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD4,001$289K<0.01%-553,40513F-HRTimelineGroup
VIKING FUND MANAGEMENT LLC4,000$289K0.03%013F-HRTimeline
Lifeworks Advisors, LLC3,971$287K0.03%new13F-HRTimeline
Trueblood Wealth Management, LLC3,970$287K0.1%-3513F-HRTimeline
Cadence Wealth Management LLC3,962$286K0.13%+42213F-HRTimeline
Chris Bulman Inc3,951$286K0.1%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.3,941$285K0.15%013F-HRTimeline
Edgestream Partners, L.P.3,906$282K0.01%-33,44213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,897$282K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC3,891$281K0.04%013F-HRTimeline
ASPIRIANT, LLC3,889$281K0.01%new13F-HRTimeline
Mutual Advisors, LLC3,884$281K0.01%+86913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,883$281K0.01%+17213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP3,875$280K0.02%013F-HRTimelineGroup
Simplicity Wealth,LLC3,873$280K0.01%-8013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,864$279K0.02%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,836$277K0.05%013F-HRTimeline
Formidable Asset Management, LLC4,000$277K0.04%-5313F-HRTimeline
Red Door Wealth Management, LLC3,829$277K0.03%+713F-HRTimeline
Optas, LLC3,816$276K0.04%+10113F-HRTimeline
SageView Advisory Group, LLC3,813$276K0.01%-69413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC3,810$275K0.03%+2713F-HRTimeline
Sovran Advisors, LLC3,637$274K0.02%+2113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…3,771$272K0.01%013F-HRTimeline
Larson Financial Group LLC3,760$272K0.01%-84113F-HRTimeline
Cornerstone Wealth Group, LLC3,750$271K0.02%+52613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,735$270K<0.01%-413F-HRTimelineGroup
Horizon Investment Services, LLC3,723$269K0.07%+4813F-HRTimeline
Flatrock Wealth Partners LLC3,719$269K0.11%new13F-HRTimeline
Symphony Financial, Ltd. Co.3,687$268K0.03%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,563$268K<0.01%+8713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC3,703$268K<0.01%new13F-HRTimelineGroup
LifeGoal Investments, LLC3,671$265K0.12%new13F-HRTimeline
DAVENPORT & Co LLC3,670$265K<0.01%-1313F-HRTimeline
Azimuth Capital Investment Management L…3,657$264K0.01%013F-HRTimeline
Thrive Wealth Management, LLC3,643$263K0.03%-51213F-HRTimeline
Kingsview Wealth Management, LLC3,628$262K<0.01%-65213F-HRTimeline
Fortis Capital Advisors, LLC3,582$259K0.03%new13F-HRTimeline
OXFORD ASSET MANAGEMENT LLP3,576$258K0.13%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW3,567$258K0.03%013F-HRTimelineGroup
Foundations Investment Advisors, LLC3,564$258K<0.01%-37813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,529$255K<0.01%+37213F-HRTimelineGroup
Wealth Quarterback LLC3,526$255K0.08%+24013F-HRTimeline
Polaris Investment Advisors, LLC3,516$254K0.16%013F-HRTimeline
CX Institutional3,513$254K0.01%+14413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,496$253K<0.01%new13F-HRTimeline
Frank, Rimerman Advisors LLC3,482$252K0.01%+12813F-HRTimeline
Root Financial Partners, LLC3,468$251K0.01%+2,31113F-HRTimeline
PLIMOTH TRUST CO LLC3,454$250K0.05%013F-HRTimeline
Sterling Financial Planning, Inc.3,452$249K0.07%013F-HRTimeline
Pine Haven Investment Counsel, Inc3,451$249K0.17%013F-HRTimeline
CENTRAL TRUST Co3,443$249K<0.01%-22613F-HRTimeline
PDS Planning, Inc3,440$249K0.01%-7413F-HRTimeline
PCM Encore, LLC3,422$247K0.04%-11113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,408$246K0.01%-1,87813F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,393$245K0.01%new13F-HRTimeline
Platform Technology Partners3,323$240K0.04%+39613F-HRTimeline
Monument Capital Management3,322$240K0.05%+23913F-HRTimeline
Resonant Capital Advisors, LLC3,318$240K0.01%+2213F-HRTimeline
SUMMITRY LLC3,311$239K0.01%+15813F-HRTimeline
Diversified Enterprises, LLC3,302$239K0.01%-15513F-HRTimeline
First Growth Capital LLC3,295$238K0.18%+2113F-HRTimeline
Thomasville National Bank3,266$236K0.01%13F-HRTimeline
Redhawk Wealth Advisors, Inc.3,251$235K0.02%+2913F-HRTimeline
Cypress Wealth Services, LLC3,250$235K0.03%-5513F-HRTimeline
CFS Investment Advisory Services, LLC3,147$234K0.02%+4613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,225$233K-8,279Timeline
Curated Wealth Partners LLC3,208$232K0.03%new13F-HR/ATimeline
Kathmere Capital Management, LLC3,201$231K0.01%new13F-HRTimeline
FSA Advisors, Inc.3,179$230K0.11%new13F-HR/ATimeline
Alliance Wealth Advisors, LLC3,161$228K0.09%+11313F-HRTimeline
Milestone Asset Management Group, LLC3,161$228K0.12%013F-HRTimeline
FC Advisory LLC3,153$228K0.06%013F-HRTimeline
True Wealth Design, LLC3,131$226K0.05%+1,77113F-HRTimeline
Fiduciary Alliance LLC3,123$226K0.02%+4313F-HRTimeline
Savvy Advisors, Inc.3,121$226K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…3,115$225K0.06%-2213F-HRTimeline
Econ Financial Services Corp3,097$224K0.1%+3313F-HRTimeline
Stonebrook Private Inc.3,066$222K0.04%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC3,059$221K0.03%new13F-HRTimeline
CoreCap Advisors, LLC3,053$221K0.01%+1,00613F-HRTimeline
Investment Advisory Group, LLC3,048$220K0.05%+6713F-HRTimeline
SIMPLEX TRADING, LLC3,044$220K0.01%new13F-HRTimeline
GROUPAMA ASSET MANAGMENT3,020$218K<0.01%013F-HRTimeline
Beacon Bank & Trust3,008$217K0.04%013F-HR/ATimeline
Turner Financial Group, Inc.3,005$217K0.22%13F-HRTimeline
FAMILY WEALTH PARTNERS, LLC3,005$217K0.07%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC2,993$216K0.04%-1,08013F-HRTimeline
AGP FRANKLIN, LLC2,989$216K0.09%new13F-HRTimeline
Family Manage LLC2,970$215K0.02%new13F-HRTimeline
Interchange Capital Partners, LLC2,954$213K0.04%new13F-HRTimeline
Sowell Financial Services LLC2,950$213K0.01%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,634$212K0.05%new13F-HRTimeline