EVERSOURCE ENERGY (ES) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,127
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Cypress Wealth Services#801 · 3,250 sh | 3,250 | $234.8K | — | -1.7% |
| 802 | CFS Investment Advisory Services#802 · 3,147 sh | 3,147 | $234.3K | — | +1.5% |
| 803 | Ameritas Investment Partners#803 · 3,225 sh | 3,225 | $233.1K | <0.01% | -4.2% |
| 804 | CARY STREET PARTNERS FINANCIAL#804 · 3,225 sh | 3,225 | $233.1K | <0.01% | -1.0% |
| 805 | Curated Wealth Partners#805 · 3,208 sh | 3,208 | $231.8K | — | New |
| 806 | Kathmere Capital Management#806 · 3,201 sh | 3,201 | $231.3K | — | New |
| 807 | FSA Advisors#807 · 3,179 sh | 3,179 | $229.7K | 0.11% | New |
| 808 | Alliance Wealth Advisors#808 · 3,161 sh | 3,161 | $228.4K | — | +3.7% |
| 809 | Milestone Asset Management Group#809 · 3,161 sh | 3,161 | $228.4K | — | 0.0% |
| 810 | FC Advisory#810 · 3,153 sh | 3,153 | $227.9K | — | 0.0% |
| 811 | True Wealth Design#811 · 3,131 sh | 3,131 | $226.3K | — | +130.2% |
| 812 | Fiduciary Alliance#812 · 3,123 sh | 3,123 | $225.7K | — | +1.4% |
| 813 | Savvy Advisors#813 · 3,121 sh | 3,121 | $225.5K | <0.01% | New |
| 814 | PENSION & WEALTH MANAGEMENT ADVISORS#814 · 3,115 sh | 3,115 | $225.1K | — | -0.7% |
| 815 | Econ Financial Services#815 · 3,097 sh | 3,097 | $223.8K | — | +1.1% |
| 816 | Stonebrook Private#816 · 3,066 sh | 3,066 | $221.6K | 0.04% | New |
| 817 | LaSalle St. Investment Advisors#817 · 3,059 sh | 3,059 | $221.1K | 0.03% | New |
| 818 | CoreCap Advisors#818 · 3,053 sh | 3,053 | $220.6K | — | +49.1% |
| 819 | Investment Advisory Group#819 · 3,048 sh | 3,048 | $220.3K | 0.05% | +2.2% |
| 820 | SIMPLEX TRADING#820 · 3,044 sh | 3,044 | $220.0K | <0.01% | New |
| 821 | GROUPAMA ASSET MANAGMENT#821 · 3,020 sh | 3,020 | $218.3K | <0.01% | 0.0% |
| 822 | Berkshire Bank#822 · 3,008 sh | 3,008 | $217.4K | — | 0.0% |
| 823 | Turner Financial Group#823 · 3,005 sh | 3,005 | $217.2K | 0.22% | — |
| 824 | FAMILY WEALTH PARTNERS#824 · 3,005 sh | 3,005 | $217.2K | — | New |
| 825 | Beirne Wealth Consulting Services#825 · 2,993 sh | 2,993 | $216.3K | — | -26.5% |
| 826 | AGP FRANKLIN#826 · 2,989 sh | 2,989 | $216.0K | 0.09% | New |
| 827 | Family Management#827 · 2,970 sh | 2,970 | $214.6K | 0.02% | New |
| 828 | Interchange Capital Partners#828 · 2,954 sh | 2,954 | $213.5K | — | New |
| 829 | Sowell Financial Services#829 · 2,950 sh | 2,950 | $213.2K | — | New |
| 830 | Fi3 FINANCIAL ADVISORS#830 · 1,634 sh | 1,634 | $211.9K | 0.05% | New |
| 831 | CAMBIENT FAMILY OFFICE#831 · 2,916 sh | 2,916 | $210.7K | 0.03% | New |
| 832 | 71 West Capital Partners#832 · 2,914 sh | 2,914 | $210.6K | <0.01% | New |
| 833 | Sound Capital Solutions#833 · 2,904 sh | 2,904 | $209.9K | 0.05% | — |
| 834 | Exchange Bank#834 · 2,894 sh | 2,894 | $209.1K | — | +0.2% |
| 835 | Waterloo Capital, L.P.#835 · 2,882 sh | 2,882 | $208.3K | 0.01% | New |
| 836 | Hurlow Wealth Management Group#836 · 2,880 sh | 2,880 | $208.1K | 0.04% | New |
| 837 | Focused Wealth Management#837 · 2,875 sh | 2,875 | $207.8K | 0.02% | New |
| 838 | Peak Asset Management#838 · 2,866 sh | 2,866 | $207.1K | 0.03% | New |
| 839 | Pinnacle West Asset Management#839 · 2,850 sh | 2,850 | $206.0K | 0.14% | New |
| 840 | D'Orazio & Associates#840 · 2,849 sh | 2,849 | $205.9K | 0.02% | New |
| 841 | Novak & Powell Financial Services#841 · 2,848 sh | 2,848 | $205.8K | 0.10% | New |
| 842 | Engineers Gate Manager#842 · 2,836 sh | 2,836 | $205.0K | <0.01% | -97.5% |
| 843 | S-Bank Fund Management Ltd#843 · 2,830 sh | 2,830 | $204.5K | 0.03% | New |
| 844 | FourThought Financial Partners#844 · 2,828 sh | 2,828 | $204.4K | 0.02% | New |
| 845 | Destiny Wealth Partners#845 · 2,838 sh | 2,838 | $203.2K | 0.03% | +567.8% |
| 846 | Virtus Investment Advisers#846 · 2,785 sh | 2,785 | $201.3K | 0.05% | +0.1% |
| 847 | Smartleaf Asset Management#847 · 2,724 sh | 2,724 | $201.0K | <0.01% | 0.0% |
| 848 | RICHARDSON FINANCIAL SERVICES#848 · 2,682 sh | 2,682 | $193.8K | 0.11% | 0.0% |
| 849 | Ancora Advisors#849 · 2,625 sh | 2,625 | $189.7K | <0.01% | -13.6% |
| 850 | NBT BANK N A#850 · 2,600 sh | 2,600 | $187.9K | — | 0.0% |
| 851 | Walleye Trading#851 · 2,485 sh | 2,485 | $179.6K | <0.01% | New |
| 852 | Basecamp Wealth Advisors#852 · 2,464 sh | 2,464 | $178.1K | 0.03% | +8.3% |
| 853 | Private Wealth Asset Management#853 · 2,458 sh | 2,458 | $177.6K | 0.02% | 0.0% |
| 854 | NBC SECURITIES#854 · 2,375 sh | 2,375 | $171.6K | — | 0.0% |
| 855 | Anchor Investment Management#855 · 2,346 sh | 2,346 | $169.5K | 0.01% | -7.9% |
| 856 | TIAA Wealth Investment Management#856 · 2,321 sh | 2,321 | $168.5K | <0.01% | -0.5% |
| 857 | BROWN, LISLE/CUMMINGS#857 · 2,316 sh | 2,316 | $167.4K | — | 0.0% |
| 858 | PRIVATE NA#858 · 2,294 sh | 2,294 | $165.8K | — | -17.4% |
| 859 | Manchester Capital Management#859 · 2,286 sh | 2,286 | $165.2K | — | -3.5% |
| 860 | WHITTIER#860 · 2,193 sh | 2,193 | $160.6K | <0.01% | -4.2% |
| 861 | Wilmington Savings Fund Society, FSB#861 · 2,070 sh | 2,070 | $149.6K | — | +1.0% |
| 862 | CENTAURUS FINANCIAL#862 · 2,068 sh | 2,068 | $149.0K | <0.01% | 0.0% |
| 863 | Crews Bank#863 · 2,012 sh | 2,012 | $145.4K | 0.02% | +35.8% |
| 864 | SJS Investment Consulting#864 · 1,974 sh | 1,974 | $142.7K | — | +63.3% |
| 865 | Hughes Financial Services#865 · 1,861 sh | 1,861 | $134.5K | 0.02% | +1.2% |
| 866 | Cornerstone Planning Group#866 · 1,771 sh | 1,771 | $131.8K | — | +0.2% |
| 867 | Geneos Wealth Management#867 · 1,823 sh | 1,823 | $131.8K | <0.01% | +450.8% |
| 868 | Cape Investment Advisory#868 · 1,769 sh | 1,769 | $127.8K | — | New |
| 869 | Spire Wealth Management#869 · 1,728 sh | 1,728 | $124.9K | <0.01% | -61.7% |
| 870 | OF VERMONT#870 · 1,693 sh | 1,693 | $122.4K | — | — |
| 871 | Smithfield#871 · 1,673 sh | 1,673 | $121.0K | <0.01% | 0.0% |
| 872 | CVA Family Office#872 · 1,579 sh | 1,579 | $114.1K | 0.01% | -6.4% |
| 873 | MassMutual Private Wealth & , FSB#873 · 1,570 sh | 1,570 | $113.5K | — | -1.5% |
| 874 | Robbins Farley#874 · 1,569 sh | 1,569 | $113.4K | — | 0.0% |
| 875 | UMB Bank, n.a.#875 · 1,511 sh | 1,511 | $109.2K | <0.01% | -18.4% |
| 876 | VISION FINANCIAL MARKETS#876 · 1,506 sh | 1,506 | $108.8K | — | 0.0% |
| 877 | Center for Financial Planning#877 · 1,488 sh | 1,488 | $107.5K | — | 0.0% |
| 878 | HM PAYSON#878 · 1,455 sh | 1,455 | $105.2K | <0.01% | 0.0% |
| 879 | TD PRIVATE CLIENT WEALTH#879 · 1,447 sh | 1,447 | $104.6K | <0.01% | +0.3% |
| 880 | FLAGSHIP WEALTH ADVISORS#880 · 1,441 sh | 1,441 | $104.1K | 0.02% | 0.0% |
| 881 | Havemeyer Place#881 · 1,440 sh | 1,440 | $104.1K | 0.01% | New |
| 882 | Y.D. More Investments Ltd#882 · 1,415 sh | 1,415 | $102.3K | <0.01% | +3.7% |
| 883 | Medallion Wealth Advisors#883 · 1,389 sh | 1,389 | $100.5K | 0.03% | -47.1% |
| 884 | Addison Advisors#884 · 1,361 sh | 1,361 | $98.4K | 0.05% | -60.7% |
| 885 | GoalVest Advisory#885 · 1,347 sh | 1,347 | $97.3K | — | 0.0% |
| 886 | Board of the Pension Protection Fund#886 · 1,300 sh | 1,300 | $94.0K | 0.09% | +62.5% |
| 887 | Holos Integrated Wealth#887 · 1,249 sh | 1,249 | $93.4K | — | 0.0% |
| 888 | Deseret Mutual Benefit Administrators#888 · 1,286 sh | 1,286 | $92.9K | 0.03% | -6.9% |
| 889 | GHP Investment Advisors#889 · 1,280 sh | 1,280 | $92.5K | — | -22.6% |
| 890 | Bogart Wealth#890 · 1,195 sh | 1,195 | $86.4K | <0.01% | +18.2% |
| 891 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#891 · 1,151 sh | 1,151 | $83.2K | <0.01% | -4.6% |
| 892 | WHITTIER OF NEVADA#892 · 1,109 sh | 1,109 | $82.9K | <0.01% | -0.1% |
| 893 | Washington Advisors#893 · 1,129 sh | 1,129 | $81.6K | — | -1.1% |
| 894 | Cromwell#894 · 1,086 sh | 1,086 | $78.5K | 0.04% | +3.1% |
| 895 | FIRST COMMUNITY NA#895 · 1,080 sh | 1,080 | $78.1K | — | 0.0% |
| 896 | ATLAS CAPITAL ADVISORS#896 · 1,041 sh | 1,041 | $75.2K | <0.01% | +481.6% |
| 897 | ONEFUND#897 · 1,023 sh | 1,023 | $73.9K | 0.04% | -0.7% |
| 898 | Bullock Wealth Management Group#898 · 1,004 sh | 1,004 | $72.5K | — | +1.0% |
| 899 | Quent Capital#899 · 973 sh | 973 | $70.3K | <0.01% | +40.4% |
| 900 | CARY STREET PARTNERS INVESTMENT ADVISORY#900 · 963 sh | 963 | $69.6K | 0.01% | -15.2% |
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.