EVERSOURCE ENERGY (ES) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Evergreen Wealth Solutions#701 · 4,495 sh | 4,495 | $324.6K | 0.02% | New |
| 702 | Oxler Private Wealth#702 · 4,475 sh | 4,475 | $323.4K | — | -5.8% |
| 703 | HBK Sorce Advisory#703 · 4,449 sh | 4,449 | $322.4K | <0.01% | +1.3% |
| 704 | Avail Investment Partners#704 · 4,448 sh | 4,448 | $321.5K | — | New |
| 705 | Wedmont Private Capital#705 · 4,231 sh | 4,231 | $316.6K | — | +18.3% |
| 706 | Aegis Wealth Management#706 · 4,348 sh | 4,348 | $314.2K | 0.15% | -4.7% |
| 707 | MBL Wealth#707 · 4,314 sh | 4,314 | $311.8K | — | New |
| 708 | MEEDER ASSET MANAGEMENT#708 · 4,304 sh | 4,304 | $311.1K | 0.02% | -88.0% |
| 709 | Sandro Wealth Management#709 · 4,297 sh | 4,297 | $310.5K | 0.22% | +32.3% |
| 710 | Verity & Verity#710 · 4,275 sh | 4,275 | $309.0K | — | -4.5% |
| 711 | Stablepoint Partners#711 · 4,274 sh | 4,274 | $308.9K | 0.04% | 0.0% |
| 712 | SC&H Financial Advisors#712 · 4,262 sh | 4,262 | $308.0K | — | -5.6% |
| 713 | Beaumont Financial Advisors#713 · 4,256 sh | 4,256 | $307.6K | — | +0.6% |
| 714 | CLIFFORD SWAN INVESTMENT COUNSEL#714 · 4,250 sh | 4,250 | $307.1K | <0.01% | 0.0% |
| 715 | Dorsey & Whitney#715 · 4,247 sh | 4,247 | $306.9K | 0.01% | -0.3% |
| 716 | KRAEMATON INVESTMENT ADVISORS#716 · 4,205 sh | 4,205 | $303.9K | 0.23% | +0.5% |
| 717 | Sound Financial Strategies Group#717 · 4,177 sh | 4,177 | $301.9K | 0.19% | +2.7% |
| 718 | Baron Wealth Management#718 · 4,173 sh | 4,173 | $301.6K | — | +37.6% |
| 719 | Gladstone Institutional Advisory#719 · 4,170 sh | 4,170 | $301.4K | <0.01% | -17.4% |
| 720 | Cutler Capital Management#720 · 4,147 sh | 4,147 | $299.7K | 0.08% | -2.4% |
| 721 | Prospera Financial Services#721 · 4,140 sh | 4,140 | $299.4K | <0.01% | -5.8% |
| 722 | GRIMES & WEALTH MANAGEMENT#722 · 4,123 sh | 4,123 | $298.0K | <0.01% | -3.0% |
| 723 | Patriot Financial Group Insurance Agency#723 · 4,111 sh | 4,111 | $297.1K | — | -88.0% |
| 724 | Fidelis Capital Partners#724 · 4,094 sh | 4,094 | $295.9K | 0.02% | +2.0% |
| 725 | Procyon Advisors#725 · 4,065 sh | 4,065 | $293.8K | — | 0.0% |
| 726 | Hamilton Capital#726 · 4,046 sh | 4,046 | $292.4K | — | +0.5% |
| 727 | Alan B. Lancz & Associates#727 · 4,033 sh | 4,033 | $291.5K | 0.25% | -29.7% |
| 728 | CIDEL ASSET MANAGEMENT#728 · 4,031 sh | 4,031 | $291.3K | 0.01% | +5.2% |
| 729 | Quadcap Wealth Management#729 · 4,024 sh | 4,024 | $290.8K | 0.03% | +5.8% |
| 730 | Stratos Wealth Partners, LTD.#730 · 4,018 sh | 4,018 | $290.4K | <0.01% | -22.3% |
| 731 | Brevan Howard Capital Management#731 · 4,005 sh | 4,005 | $289.4K | <0.01% | -77.2% |
| 732 | Wealthspire Advisors#732 · 4,002 sh | 4,002 | $289.2K | <0.01% | -7.0% |
| 733 | Blue Fin Capital#733 · 4,002 sh | 4,002 | $289.2K | 0.04% | 0.0% |
| 734 | JUPITER ASSET MANAGEMENT LTD#734 · 4,001 sh | 4,001 | $289.2K | <0.01% | -99.3% |
| 735 | VIKING FUND MANAGEMENT#735 · 4,000 sh | 4,000 | $289.1K | — | 0.0% |
| 736 | Lifeworks Advisors#736 · 3,971 sh | 3,971 | $287.0K | 0.03% | New |
| 737 | Trueblood Wealth Management#737 · 3,970 sh | 3,970 | $286.9K | — | -0.9% |
| 738 | Cadence Wealth Management#738 · 3,962 sh | 3,962 | $286.3K | 0.13% | +11.9% |
| 739 | Chris Bulman#739 · 3,951 sh | 3,951 | $285.5K | — | New |
| 740 | MELFA WEALTH MANAGEMENT#740 · 3,941 sh | 3,941 | $284.8K | 0.15% | 0.0% |
| 741 | Edgestream Partners, L.P.#741 · 3,906 sh | 3,906 | $282.3K | <0.01% | -89.5% |
| 742 | Marex Group plc#742 · 3,897 sh | 3,897 | $281.6K | <0.01% | New |
| 743 | Fortis Group Advisors#743 · 3,891 sh | 3,891 | $281.2K | 0.04% | 0.0% |
| 744 | ASPIRIANT#744 · 3,889 sh | 3,889 | $281.1K | — | New |
| 745 | Mutual Advisors#745 · 3,884 sh | 3,884 | $280.7K | <0.01% | +28.8% |
| 746 | PARSONS CAPITAL MANAGEMENT#746 · 3,883 sh | 3,883 | $280.6K | 0.01% | +4.6% |
| 747 | TOMPKINS FINANCIAL#747 · 3,875 sh | 3,875 | $280.0K | — | 0.0% |
| 748 | Simplicity Wealth#748 · 3,873 sh | 3,873 | $279.9K | — | -2.0% |
| 749 | COZAD ASSET MANAGEMENT#749 · 3,864 sh | 3,864 | $279.3K | 0.02% | 0.0% |
| 750 | MINDSET WEALTH MANAGEMENT#750 · 3,836 sh | 3,836 | $277.2K | — | 0.0% |
| 751 | Formidable Asset Management#751 · 4,000 sh | 4,000 | $277.1K | 0.04% | -1.3% |
| 752 | Red Door Wealth Management#752 · 3,829 sh | 3,829 | $276.7K | 0.03% | +0.2% |
| 753 | Optas#753 · 3,816 sh | 3,816 | $275.8K | 0.04% | +2.7% |
| 754 | SageView Advisory Group#754 · 3,813 sh | 3,813 | $275.5K | <0.01% | -15.4% |
| 755 | CATALYST FINANCIAL PARTNERS#755 · 3,810 sh | 3,810 | $275.3K | 0.03% | +0.7% |
| 756 | Fifth Third Wealth Advisors#756 · 3,809 sh | 3,809 | $275.3K | — | -1.1% |
| 757 | Sovran Advisors#757 · 3,637 sh | 3,637 | $274.2K | 0.02% | +0.6% |
| 758 | Livforsakringsbolaget Skandia, Omsesidigt#758 · 3,771 sh | 3,771 | $272.4K | — | 0.0% |
| 759 | Larson Financial Group#759 · 3,760 sh | 3,760 | $271.8K | <0.01% | -18.3% |
| 760 | Cornerstone Wealth Group#760 · 3,750 sh | 3,750 | $271.0K | 0.02% | +16.3% |
| 761 | Union Bankshares#761 · 3,735 sh | 3,735 | $269.9K | <0.01% | -0.1% |
| 762 | Horizon Investment Services#762 · 3,723 sh | 3,723 | $269.1K | 0.07% | +1.3% |
| 763 | Flatrock Wealth Partners#763 · 3,719 sh | 3,719 | $268.8K | 0.11% | New |
| 764 | Symphony Financial, Ltd.#764 · 3,687 sh | 3,687 | $268.5K | — | New |
| 765 | HANTZ FINANCIAL SERVICES#765 · 3,563 sh | 3,563 | $268.0K | <0.01% | +2.5% |
| 766 | WESTWOOD GROUP#766 · 3,703 sh | 3,703 | $267.6K | <0.01% | New |
| 767 | LifeGoal Investments#767 · 3,671 sh | 3,671 | $265.3K | — | New |
| 768 | DAVENPORT#768 · 3,670 sh | 3,670 | $265.2K | — | -0.4% |
| 769 | Azimuth Capital Investment Management#769 · 3,657 sh | 3,657 | $264.3K | <0.01% | 0.0% |
| 770 | Thrive Wealth Management#770 · 3,643 sh | 3,643 | $263.3K | — | -12.3% |
| 771 | Kingsview Wealth Management#771 · 3,628 sh | 3,628 | $262.2K | <0.01% | -15.2% |
| 772 | Fortis Capital Advisors#772 · 3,582 sh | 3,582 | $258.9K | 0.03% | New |
| 773 | OXFORD ASSET MANAGEMENT LLP#773 · 3,576 sh | 3,576 | $258.4K | 0.13% | New |
| 774 | CIGNA INVESTMENTS#774 · 3,567 sh | 3,567 | $258.0K | — | 0.0% |
| 775 | Foundations Investment Advisors#775 · 3,564 sh | 3,564 | $257.5K | <0.01% | -9.6% |
| 776 | XTX Topco Ltd#776 · 3,529 sh | 3,529 | $255.0K | <0.01% | +11.8% |
| 777 | Wealth Quarterback#777 · 3,526 sh | 3,526 | $254.9K | — | +7.3% |
| 778 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#778 · 3,525 sh | 3,525 | $254.8K | <0.01% | -12.8% |
| 779 | Essex Savings Bank#779 · 3,518 sh | 3,518 | $254.2K | — | -0.5% |
| 780 | Polaris Investment Advisors#780 · 3,516 sh | 3,516 | $254.1K | — | 0.0% |
| 781 | CX Institutional#781 · 3,513 sh | 3,513 | $254.0K | — | +4.3% |
| 782 | AXXCESS WEALTH MANAGEMENT#782 · 3,496 sh | 3,496 | $252.7K | — | New |
| 783 | Frank, Rimerman Advisors#783 · 3,482 sh | 3,482 | $251.6K | — | +3.8% |
| 784 | Root Financial Partners#784 · 3,468 sh | 3,468 | $250.6K | — | +199.7% |
| 785 | PLIMOTH#785 · 3,454 sh | 3,454 | $249.6K | — | 0.0% |
| 786 | Sterling Financial Planning#786 · 3,452 sh | 3,452 | $249.5K | — | 0.0% |
| 787 | Pine Haven Investment Counsel#787 · 3,451 sh | 3,451 | $249.4K | 0.17% | 0.0% |
| 788 | CENTRAL#788 · 3,443 sh | 3,443 | $248.8K | <0.01% | -6.2% |
| 789 | PDS Planning#789 · 3,440 sh | 3,440 | $248.6K | 0.01% | -2.1% |
| 790 | PCM Encore#790 · 3,422 sh | 3,422 | $247.3K | 0.04% | -3.1% |
| 791 | MONEY CONCEPTS CAPITAL#791 · 3,408 sh | 3,408 | $246.3K | 0.01% | -35.5% |
| 792 | 1900 WEALTH MANAGEMENT#792 · 3,393 sh | 3,393 | $245.2K | — | New |
| 793 | Platform Technology Partners#793 · 3,323 sh | 3,323 | $240.1K | 0.04% | +13.5% |
| 794 | Monument Capital Management#794 · 3,322 sh | 3,322 | $240.1K | — | +7.8% |
| 795 | Resonant Capital Advisors#795 · 3,318 sh | 3,318 | $239.8K | — | +0.7% |
| 796 | SUMMITRY#796 · 3,311 sh | 3,311 | $239.3K | <0.01% | +5.0% |
| 797 | Diversified Enterprises#797 · 3,302 sh | 3,302 | $238.6K | — | -4.5% |
| 798 | First Growth Capital#798 · 3,295 sh | 3,295 | $238.1K | — | +0.6% |
| 799 | Thomasville National Bank#799 · 3,266 sh | 3,266 | $236.0K | 0.01% | — |
| 800 | Redhawk Wealth Advisors#800 · 3,251 sh | 3,251 | $234.9K | — | +0.9% |
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.