EVERSOURCE ENERGY (ES) — Institutional Holders, Q2 2026 (page 11)
1,127 institutional investment managers reported a ES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $23.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1,001 to 1,100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ES 13F holders ranked 1,001–1,100 of 1,127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Princeton Global Asset Management#1001 · 189 sh | 189 | $13.7K | — | +9.2% |
| 1002 | NBH Bank#1002 · 187 sh | 187 | $13.5K | <0.01% | — |
| 1003 | Salomon & Ludwin#1003 · 187 sh | 187 | $13.5K | <0.01% | 0.0% |
| 1004 | Private Wealth Management Group#1004 · 185 sh | 185 | $13.4K | — | 0.0% |
| 1005 | JFS WEALTH ADVISORS#1005 · 181 sh | 181 | $13.1K | <0.01% | +7.1% |
| 1006 | Physician Wealth Advisors#1006 · 181 sh | 181 | $13.1K | — | +26.6% |
| 1007 | Clearstead#1007 · 177 sh | 177 | $12.8K | <0.01% | +55.3% |
| 1008 | Silver Grove Financial Group#1008 · 173 sh | 173 | $12.5K | <0.01% | New |
| 1009 | VALLEY NATIONAL ADVISERS#1009 · 173 sh | 173 | $12.5K | — | -0.6% |
| 1010 | Pinnacle Bancorp#1010 · 172 sh | 172 | $12.4K | — | 0.0% |
| 1011 | Fortitude Family Office#1011 · 167 sh | 167 | $12.1K | — | -1.2% |
| 1012 | Paladin Advisory Group#1012 · 164 sh | 164 | $11.9K | <0.01% | 0.0% |
| 1013 | Bell Investment Advisors#1013 · 160 sh | 160 | $11.6K | <0.01% | 0.0% |
| 1014 | Kemnay Advisory Services#1014 · 159 sh | 159 | $11.5K | <0.01% | +5.3% |
| 1015 | Investors Research#1015 · 156 sh | 156 | $11.3K | — | -21.6% |
| 1016 | Midwest Capital Advisors#1016 · 155 sh | 155 | $11.2K | <0.01% | 0.0% |
| 1017 | ALBION FINANCIAL GROUP#1017 · 144 sh | 144 | $10.4K | — | 0.0% |
| 1018 | Capital Advisors, Ltd.#1018 · 139 sh | 139 | $10.0K | — | 0.0% |
| 1019 | SBI Securities , Ltd.#1019 · 136 sh | 136 | $9.8K | — | +88.9% |
| 1020 | MidFirst Bank#1020 · 127 sh | 127 | $9.2K | <0.01% | 0.0% |
| 1021 | MTM Investment Management#1021 · 126 sh | 126 | $9.1K | <0.01% | 0.0% |
| 1022 | Aspect Partners#1022 · 120 sh | 120 | $8.7K | — | +1100.0% |
| 1023 | Westfuller Advisors#1023 · 119 sh | 119 | $8.6K | <0.01% | -2.5% |
| 1024 | MARK SHEPTOFF FINANCIAL PLANNING#1024 · 118 sh | 118 | $8.5K | <0.01% | 0.0% |
| 1025 | TOTH FINANCIAL ADVISORY#1025 · 116 sh | 116 | $8.3K | — | +1.8% |
| 1026 | Cornerstone Financial Management#1026 · 113 sh | 113 | $8.2K | <0.01% | +126.0% |
| 1027 | Joseph Group Capital Management#1027 · 112 sh | 112 | $8.1K | <0.01% | +45.5% |
| 1028 | Avion Wealth#1028 · 119 sh | 119 | $8.0K | <0.01% | +9.2% |
| 1029 | Strategic Wealth Partners, Ltd.#1029 · 110 sh | 110 | $8.0K | <0.01% | -5.2% |
| 1030 | Montgomery Financial Services#1030 · 110 sh | 110 | $8.0K | <0.01% | — |
| 1031 | Concord Wealth Partners#1031 · 108 sh | 108 | $7.8K | <0.01% | New |
| 1032 | Costello Asset Management#1032 · 100 sh | 100 | $7.2K | <0.01% | New |
| 1033 | WealthCollab#1033 · 100 sh | 100 | $7.2K | <0.01% | 0.0% |
| 1034 | Ankerstar Wealth#1034 · 99 sh | 99 | $7.2K | <0.01% | 0.0% |
| 1035 | Ares Financial Consulting#1035 · 99 sh | 99 | $7.2K | — | 0.0% |
| 1036 | Colonial / SC#1036 · 98 sh | 98 | $7.1K | <0.01% | -58.1% |
| 1037 | Kilter Group#1037 · 98 sh | 98 | $7.1K | <0.01% | -3.9% |
| 1038 | SUMMIT SECURITIES GROUP#1038 · 87 sh | 87 | $6.3K | <0.01% | +40.3% |
| 1039 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1039 · 87 sh | 87 | $6.3K | — | 0.0% |
| 1040 | Stone House Investment Management#1040 · 84 sh | 84 | $6.1K | — | +104.9% |
| 1041 | BARTLETT & WEALTH MANAGEMENT#1041 · 84 sh | 84 | $6.1K | <0.01% | +52.7% |
| 1042 | PIN OAK INVESTMENT ADVISORS#1042 · 83 sh | 83 | $6.0K | <0.01% | 0.0% |
| 1043 | James T. Borello RIA#1043 · 83 sh | 83 | $6.0K | — | -26.5% |
| 1044 | Kings Path Partners#1044 · 80 sh | 80 | $5.8K | — | 0.0% |
| 1045 | High Note Wealth#1045 · 77 sh | 77 | $5.6K | — | -6.1% |
| 1046 | RAFFA WEALTH MANAGEMENT#1046 · 73 sh | 73 | $5.3K | <0.01% | -1.4% |
| 1047 | Burk#1047 · 63 sh | 63 | $4.6K | <0.01% | 0.0% |
| 1048 | BOKF, NA#1048 · 56 sh | 56 | $4.0K | — | -49.5% |
| 1049 | Bay Harbor Wealth Management#1049 · 55 sh | 55 | $4.0K | <0.01% | +25.0% |
| 1050 | Networth Advisors#1050 · 55 sh | 55 | $4.0K | <0.01% | New |
| 1051 | Transamerica Financial Advisors#1051 · 53 sh | 53 | $3.8K | <0.01% | +65.6% |
| 1052 | FINANCIAL CONSULATE#1052 · 49 sh | 49 | $3.5K | — | -2.0% |
| 1053 | Rialto Wealth Management#1053 · 49 sh | 49 | $3.5K | <0.01% | +122.7% |
| 1054 | BOK Financial Private Wealth#1054 · 48 sh | 48 | $3.5K | <0.01% | New |
| 1055 | Winch Advisory Services#1055 · 45 sh | 45 | $3.3K | <0.01% | 0.0% |
| 1056 | Truvestments Capital#1056 · 45 sh | 45 | $3.3K | <0.01% | -87.4% |
| 1057 | Dogwood Wealth Management#1057 · 45 sh | 45 | $3.3K | <0.01% | 0.0% |
| 1058 | Community Financial Services Group#1058 · 45 sh | 45 | $3.2K | — | 0.0% |
| 1059 | DiNuzzo Private Wealth#1059 · 42 sh | 42 | $3.0K | — | +2.4% |
| 1060 | Global Asset Management#1060 · 42 sh | 42 | $3.0K | — | New |
| 1061 | Rachor Investment Advisory Services#1061 · 41 sh | 41 | $3.0K | <0.01% | +2.5% |
| 1062 | Creative Capital Management Investments#1062 · 38 sh | 38 | $2.7K | — | New |
| 1063 | Provenance Wealth Advisors#1063 · 38 sh | 38 | $2.7K | <0.01% | New |
| 1064 | Strive Financial Group#1064 · 34 sh | 34 | $2.5K | <0.01% | 0.0% |
| 1065 | Crewe Advisors#1065 · 33 sh | 33 | $2.4K | <0.01% | +6.5% |
| 1066 | SouthState Bank#1066 · 33 sh | 33 | $2.4K | <0.01% | -92.7% |
| 1067 | PFS Partners#1067 · 31 sh | 31 | $2.2K | — | 0.0% |
| 1068 | Aventura Private Wealth#1068 · 30 sh | 30 | $2.2K | <0.01% | +114.3% |
| 1069 | Virginia Estate & Retirement Planning Advisors#1069 · 29 sh | 29 | $2.1K | — | 0.0% |
| 1070 | 1015 Capital Partners#1070 · 29 sh | 29 | $2.1K | <0.01% | 0.0% |
| 1071 | TOUNJIAN ADVISORY PARTNERS#1071 · 27 sh | 27 | $2.0K | <0.01% | -99.8% |
| 1072 | Highland Investment Advisors#1072 · 27 sh | 27 | $2.0K | <0.01% | — |
| 1073 | EVOLUTION WEALTH MANAGEMENT#1073 · 27 sh | 27 | $2.0K | <0.01% | 0.0% |
| 1074 | MCF Advisors#1074 · 26 sh | 26 | $1.9K | <0.01% | 0.0% |
| 1075 | TD Capital Management#1075 · 25 sh | 25 | $1.8K | <0.01% | 0.0% |
| 1076 | Signature Equity Partners#1076 · 25 sh | 25 | $1.8K | <0.01% | 0.0% |
| 1077 | Monetary Solutions, Ltd#1077 · 23 sh | 23 | $1.7K | — | 0.0% |
| 1078 | Arlington#1078 · 22 sh | 22 | $1.6K | — | 0.0% |
| 1079 | IMG Wealth Management#1079 · 22 sh | 22 | $1.6K | — | 0.0% |
| 1080 | Clark Wealth Partners#1080 · 22 sh | 22 | $1.6K | — | +15.8% |
| 1081 | Principia Wealth Advisory#1081 · 21 sh | 21 | $1.5K | <0.01% | +16.7% |
| 1082 | Planning Strategies#1082 · 21 sh | 21 | $1.5K | — | — |
| 1083 | HHM Wealth Advisors#1083 · 20 sh | 20 | $1.4K | <0.01% | New |
| 1084 | WOLFF WIESE MAGANA#1084 · 20 sh | 20 | $1.4K | — | 0.0% |
| 1085 | American Capital Advisory#1085 · 20 sh | 20 | $1.4K | <0.01% | +11.1% |
| 1086 | Financial Management Professionals#1086 · 19 sh | 19 | $1.4K | — | -71.6% |
| 1087 | WestEnd Advisors#1087 · 18 sh | 18 | $1.3K | — | +20.0% |
| 1088 | Investors Portfolio Services#1088 · 18 sh | 18 | $1.3K | <0.01% | +12.5% |
| 1089 | Buck Wealth Strategies#1089 · 15 sh | 15 | $1.1K | <0.01% | New |
| 1090 | Penserra Capital Management#1090 · 18 sh | 18 | $1.0K | 0.00% | -45.5% |
| 1091 | Key FInancial#1091 · 13 sh | 13 | $940.00 | <0.01% | 0.0% |
| 1092 | Bare Financial Services#1092 · 13 sh | 13 | $940.00 | <0.01% | 0.0% |
| 1093 | Retirement Wealth Solutions#1093 · 13 sh | 13 | $940.00 | — | +85.7% |
| 1094 | Phillip James Consulting#1094 · 13 sh | 13 | $940.00 | <0.01% | 0.0% |
| 1095 | VANGUARD ADVISERS#1095 · 13 sh | 13 | $940.00 | 0.00% | New |
| 1096 | PlanVest Financial#1096 · 12 sh | 12 | $867.00 | <0.01% | 0.0% |
| 1097 | Davis Capital Management#1097 · 11 sh | 11 | $795.00 | — | +175.0% |
| 1098 | Spectrum Wealth Advisory Group#1098 · 10 sh | 10 | $731.00 | <0.01% | New |
| 1099 | Asset Dedication#1099 · 10 sh | 10 | $723.00 | 0.00% | -98.6% |
| 1100 | SITTNER & NELSON#1100 · 9 sh | 9 | $651.00 | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.