EVERSOURCE ENERGY (ES) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Sigma Planning#601 · 6,656 sh | 6,656 | $481.0K | — | +8.2% |
| 602 | CAPE COD FIVE CENTS SAVINGS BANK#602 · 6,630 sh | 6,630 | $479.1K | 0.04% | — |
| 603 | Proficio Capital Partners#603 · 6,625 sh | 6,625 | $478.8K | 0.02% | New |
| 604 | Perigon Wealth Management#604 · 6,618 sh | 6,618 | $478.2K | — | +7.4% |
| 605 | Advisory Solutions Group#605 · 6,596 sh | 6,596 | $476.7K | — | — |
| 606 | Compound Planning#606 · 6,537 sh | 6,537 | $472.4K | 0.01% | +5.2% |
| 607 | Premier Path Wealth Partners#607 · 6,493 sh | 6,493 | $469.2K | — | +14.0% |
| 608 | CERTUITY#608 · 6,445 sh | 6,445 | $465.8K | 0.02% | +8.7% |
| 609 | CONTRAVISORY INVESTMENT MANAGEMENT#609 · 6,374 sh | 6,374 | $460.6K | — | -13.1% |
| 610 | Erste Asset Management GmbH#610 · 6,200 sh | 6,200 | $457.4K | <0.01% | New |
| 611 | Allegiance Financial Group Advisory Services#611 · 6,315 sh | 6,315 | $456.4K | 0.08% | New |
| 612 | TCW GROUP#612 · 6,313 sh | 6,313 | $456.2K | <0.01% | +1.8% |
| 613 | Huber Capital Management#613 · 6,273 sh | 6,273 | $453.4K | 0.07% | 0.0% |
| 614 | PRAXIS INVESTMENT MANAGEMENT#614 · 6,247 sh | 6,247 | $451.0K | 0.02% | 0.0% |
| 615 | WELCH & FORBES#615 · 6,203 sh | 6,203 | $448.3K | <0.01% | -1.5% |
| 616 | Turning Point Benefit Group#616 · 6,178 sh | 6,178 | $446.4K | 0.19% | +15.7% |
| 617 | Destination Wealth Management#617 · 6,174 sh | 6,174 | $446.2K | 0.01% | +9.6% |
| 618 | Savior#618 · 6,150 sh | 6,150 | $444.5K | — | 0.0% |
| 619 | WASHINGTON#619 · 6,115 sh | 6,115 | $441.9K | — | 0.0% |
| 620 | Holocene Advisors#620 · 6,097 sh | 6,097 | $440.6K | <0.01% | -72.5% |
| 621 | RIVERSEDGE ADVISORS#621 · 6,081 sh | 6,081 | $439.5K | — | New |
| 622 | FIDUCIARY FINANCIAL GROUP#622 · 6,068 sh | 6,068 | $438.5K | — | +3.5% |
| 623 | Alchemi Wealth#623 · 6,044 sh | 6,044 | $436.9K | 0.20% | -4.7% |
| 624 | W.H. Cornerstone Investments#624 · 6,044 sh | 6,044 | $436.8K | 0.25% | +46.4% |
| 625 | Welch Group#625 · 6,023 sh | 6,023 | $435.3K | 0.01% | 0.0% |
| 626 | Apella Capital#626 · 5,805 sh | 5,805 | $433.9K | — | +2.1% |
| 627 | Modera Wealth Management#627 · 5,986 sh | 5,986 | $432.6K | <0.01% | 0.0% |
| 628 | REGIONS FINANCIAL#628 · 5,978 sh | 5,978 | $432.0K | <0.01% | -32.0% |
| 629 | BESSEMER GROUP#629 · 5,989 sh | 5,989 | $432.0K | <0.01% | +8.6% |
| 630 | FIDUCIARY#630 · 5,867 sh | 5,867 | $424.0K | <0.01% | +4.6% |
| 631 | Capstone Wealth Management#631 · 5,851 sh | 5,851 | $422.9K | 0.20% | New |
| 632 | Financial Engines Advisors L.L.C.#632 · 5,849 sh | 5,849 | $422.7K | <0.01% | +72.6% |
| 633 | Optimize Financial#633 · 5,808 sh | 5,808 | $419.7K | 0.08% | +99.3% |
| 634 | Advisor OS#634 · 5,804 sh | 5,804 | $419.4K | 0.03% | +0.3% |
| 635 | World Investment Advisors#635 · 5,972 sh | 5,972 | $418.7K | <0.01% | -20.0% |
| 636 | FIL Ltd#636 · 5,754 sh | 5,754 | $415.8K | <0.01% | +120.5% |
| 637 | Snowden Capital Advisors#637 · 5,742 sh | 5,742 | $415.0K | <0.01% | -8.5% |
| 638 | Continuum Advisory#638 · 5,739 sh | 5,739 | $414.8K | 0.03% | +3.6% |
| 639 | Oslo Pensjonsforsikring AS#639 · 5,734 sh | 5,734 | $414.4K | — | 0.0% |
| 640 | Essential Partners#640 · 5,727 sh | 5,727 | $413.9K | — | +86.7% |
| 641 | Y-Intercept (Hong Kong) Ltd#641 · 5,679 sh | 5,679 | $410.4K | — | -92.5% |
| 642 | KELLY FINANCIAL GROUP#642 · 5,676 sh | 5,676 | $410.2K | — | +0.7% |
| 643 | Ballentine Partners#643 · 5,676 sh | 5,676 | $410.2K | <0.01% | -32.5% |
| 644 | IHT Wealth Management#644 · 5,641 sh | 5,641 | $407.7K | <0.01% | -9.2% |
| 645 | BEESE FULMER INVESTMENT MANAGEMENT#645 · 5,573 sh | 5,573 | $402.8K | — | New |
| 646 | GATEWAY INVESTMENT ADVISERS#646 · 5,571 sh | 5,571 | $402.6K | — | +18.3% |
| 647 | CHATHAM CAPITAL GROUP#647 · 5,564 sh | 5,564 | $402.1K | — | -27.6% |
| 648 | Core Capital Management & Research#648 · 5,704 sh | 5,704 | $400.5K | 0.21% | — |
| 649 | NorthRock Partners#649 · 5,538 sh | 5,538 | $400.3K | <0.01% | -0.1% |
| 650 | MAINSAIL ASSET MANAGEMENT#650 · 5,333 sh | 5,333 | $397.9K | — | New |
| 651 | Versant Capital Management#651 · 5,469 sh | 5,469 | $395.2K | — | +11.2% |
| 652 | Alpha Family#652 · 5,440 sh | 5,440 | $393.1K | 0.16% | 0.0% |
| 653 | Wick Capital Partners#653 · 5,436 sh | 5,436 | $392.9K | 0.06% | New |
| 654 | American State Bank (Iowa)#654 · 5,436 sh | 5,436 | $392.9K | 0.16% | 0.0% |
| 655 | Aptus Capital Advisors#655 · 5,435 sh | 5,435 | $392.8K | <0.01% | +17.3% |
| 656 | Meeder Advisory Services#656 · 5,406 sh | 5,406 | $390.7K | 0.01% | -4.4% |
| 657 | SAGESPRING WEALTH PARTNERS#657 · 5,398 sh | 5,398 | $390.1K | — | +11.3% |
| 658 | International Private Wealth Advisors#658 · 5,373 sh | 5,373 | $388.3K | 0.20% | +1.5% |
| 659 | ANCHOR CAPITAL ADVISORS#659 · 5,366 sh | 5,366 | $387.8K | 0.01% | -19.5% |
| 660 | NOMURA ASSET MANAGEMENT INTERNATIONAL#660 · 5,359 sh | 5,359 | $387.0K | <0.01% | New |
| 661 | Cornerstone Wealth Management#661 · 5,355 sh | 5,355 | $387.0K | 0.02% | New |
| 662 | Sagewood Asset Management#662 · 5,346 sh | 5,346 | $386.4K | 0.09% | New |
| 663 | MATHER GROUP#663 · 5,293 sh | 5,293 | $382.5K | — | +0.1% |
| 664 | Clearstead Advisors#664 · 5,256 sh | 5,256 | $379.9K | <0.01% | +30.9% |
| 665 | BOOTHBAY FUND MANAGEMENT#665 · 5,249 sh | 5,249 | $379.3K | <0.01% | -41.2% |
| 666 | COMPASS FINANCIAL MANAGEMENT#666 · 5,244 sh | 5,244 | $379.0K | 0.05% | — |
| 667 | TOCQUEVILLE ASSET MANAGEMENT L.P.#667 · 5,200 sh | 5,200 | $375.8K | <0.01% | 0.0% |
| 668 | NewEdge Wealth#668 · 5,195 sh | 5,195 | $375.4K | <0.01% | New |
| 669 | Callan Family Office#669 · 5,191 sh | 5,191 | $375.2K | <0.01% | +0.3% |
| 670 | VISIONARY HORIZONS#670 · 5,167 sh | 5,167 | $373.5K | — | -48.6% |
| 671 | Checchi Capital Advisers#671 · 5,152 sh | 5,152 | $372.3K | 0.02% | +14.8% |
| 672 | Banque Cantonale Vaudoise#672 · 5,151 sh | 5,151 | $372.0K | 0.01% | +33.6% |
| 673 | Americana Partners#673 · 4,984 sh | 4,984 | $360.2K | <0.01% | New |
| 674 | Retirement Planning of New England#674 · 4,977 sh | 4,977 | $359.7K | — | -2.1% |
| 675 | Gen-Wealth Partners#675 · 4,922 sh | 4,922 | $355.7K | 0.10% | -8.6% |
| 676 | SPINNAKER#676 · 4,915 sh | 4,915 | $355.2K | 0.02% | 0.0% |
| 677 | PATRICK M SWEENEY & ASSOCIATES#677 · 4,915 sh | 4,915 | $355.2K | — | +5.4% |
| 678 | STONERIDGE INVESTMENT PARTNERS#678 · 4,960 sh | 4,960 | $355.0K | 0.23% | New |
| 679 | Watershed Asset Management, L.L.C.#679 · 4,907 sh | 4,907 | $354.6K | 0.32% | -16.1% |
| 680 | LGT Group Foundation#680 · 4,867 sh | 4,867 | $351.7K | <0.01% | 0.0% |
| 681 | Nemes Rush Group#681 · 4,862 sh | 4,862 | $351.4K | 0.03% | 0.0% |
| 682 | HARBOUR INVESTMENTS#682 · 4,838 sh | 4,838 | $349.6K | <0.01% | +1.6% |
| 683 | MJP ASSOCIATES#683 · 4,771 sh | 4,771 | $344.8K | 0.04% | -0.2% |
| 684 | NORTHWEST WEALTH MANAGEMENT#684 · 4,762 sh | 4,762 | $344.1K | 0.05% | New |
| 685 | Elevated Capital Advisors#685 · 4,742 sh | 4,742 | $342.7K | 0.09% | -53.9% |
| 686 | NWAM#686 · 4,734 sh | 4,734 | $342.1K | 0.02% | -2.0% |
| 687 | Pinnacle Wealth Management Advisory Group#687 · 4,723 sh | 4,723 | $341.3K | — | New |
| 688 | Clear Harbor Asset Management#688 · 4,720 sh | 4,720 | $341.1K | 0.02% | -0.7% |
| 689 | Legacy Financial Advisors#689 · 4,695 sh | 4,695 | $339.3K | 0.04% | New |
| 690 | SAX WEALTH ADVISORS#690 · 4,842 sh | 4,842 | $335.5K | — | New |
| 691 | Pinnacle Financial Partners#691 · 4,616 sh | 4,616 | $333.6K | <0.01% | 0.0% |
| 692 | DRIVE WEALTH MANAGEMENT#692 · 4,604 sh | 4,604 | $332.7K | 0.06% | New |
| 693 | Investment Research Partners#693 · 4,550 sh | 4,550 | $328.8K | — | New |
| 694 | Sterling Investment Counsel#694 · 4,549 sh | 4,549 | $328.8K | — | -0.9% |
| 695 | Shore Point Advisors#695 · 4,542 sh | 4,542 | $328.3K | — | 0.0% |
| 696 | FOSTER DYKEMA CABOT & PARTNERS#696 · 4,538 sh | 4,538 | $328.0K | 0.02% | +245.9% |
| 697 | Tower Research Capital (TRC)#697 · 4,526 sh | 4,526 | $327.1K | <0.01% | -60.9% |
| 698 | Parallel Advisors#698 · 4,524 sh | 4,524 | $327.0K | <0.01% | +2.3% |
| 699 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#699 · 4,518 sh | 4,518 | $326.5K | 0.04% | -9.9% |
| 700 | Parkside Financial Bank#700 · 4,492 sh | 4,492 | $324.6K | — | +107.2% |
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.