Filing Research | ES - EVERSOURCE ENERGY Institutional Holdings

Snapshot holdings

50 / 301 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	1.1MSH	$83.1M
2	Swedbank AB	Shares	747.7KSH	$54.0M
3	Vest Financial, LLC	Shares	726.7KSH	$52.5M
4	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	598.6KSH	$43.3M
5	Boston Trust Walden Corp	Shares	594.7KSH	$43.0M
6	Arbejdsmarkedets Tillaegspension	Shares	401.8KSH	$29.0M
7	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	352.4KSH	$25.5M
8	Brookstone Capital Management	Shares	347.6KSH	$25.1M
9	Sound Income Strategies, LLC	Shares	254.1KSH	$18.4M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	255.8KSH	$17.4M
11	ASR Vermogensbeheer N.V.	Shares	222.3KSH	$16.1M
12	ZWJ INVESTMENT COUNSEL INC	Shares	154.8KSH	$11.2M
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	128.3KSH	$9.3M
14	IFM Investors Pty Ltd	Shares	116.5KSH	$8.4M
15	Mirae Asset Global Investments Co., Ltd.	Shares	113.1KSH	$8.2M
16	Czech National Bank	Shares	107.0KSH	$7.7M
17	Ausbil Investment Management Ltd	Shares	94.9KSH	$6.9M
18	SCHNIEDERS CAPITAL MANAGEMENT, LLC.	Shares	85.7KSH	$6.2M
19	OFI INVEST ASSET MANAGEMENT	Shares	86.4KSH	$5.6M
20	ABN AMRO INVESTMENT SOLUTIONS	Shares	75.7KSH	$5.5M
21	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	69.6KSH	$5.0M
22	LBP AM SA	Shares	69.4KSH	$5.0M
23	CWA Asset Management Group, LLC	Shares	65.0KSH	$4.7M
24	BURNEY CO/	Shares	63.1KSH	$4.6M
25	Merit Financial Group, LLC	Shares	62.2KSH	$4.5M
26	BFSG, LLC	Shares	58.5KSH	$4.2M
27	Morningstar Investment Management LLC	Shares	59.9KSH	$4.1M
28	Police & Firemen's Retirement System of New Jersey	Shares	57.2KSH	$4.1M
29	Avanza Fonder AB	Shares	49.1KSH	$3.5M
30	PensionDanmark Pensionsforsikringsaktieselskab	Shares	44.6KSH	$3.2M
31	Somerset Trust Co	Shares	42.1KSH	$3.0M
32	Sequoia Financial Advisors, LLC	Shares	41.6KSH	$3.0M
33	ST GERMAIN D J CO INC	Shares	37.2KSH	$2.7M
34	CENTRAL VALLEY ADVISORS, LLC	Shares	34.6KSH	$2.5M
35	Dynamic Advisor Solutions LLC	Shares	31.4KSH	$2.3M
36	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	28.6KSH	$2.1M
37	Stonebridge Financial Group, LLC	Shares	28.4KSH	$2.0M
38	Ellsworth Advisors, LLC	Shares	25.7KSH	$1.9M
39	ARVEST INVESTMENTS, INC.	Shares	25.1KSH	$1.8M
40	NorthCrest Asset Manangement, LLC	Shares	24.0KSH	$1.8M
41	D.A. DAVIDSON & CO.	Shares	24.3KSH	$1.8M
42	Apollon Wealth Management, LLC	Shares	22.1KSH	$1.6M
43	MIZUHO SECURITIES USA LLC	Shares	22.7KSH	$1.6M
44	HARTFORD INVESTMENT MANAGEMENT CO	Shares	20.8KSH	$1.5M
45	Crossmark Global Holdings, Inc.	Shares	20.2KSH	$1.5M
46	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	20.1KSH	$1.4M
47	Louisiana State Employees Retirement System	Shares	19.2KSH	$1.4M
48	WADDELL & ASSOCIATES, LLC	Shares	18.8KSH	$1.4M
49	Assenagon Asset Management S.A.	Shares	18.5KSH	$1.3M
50	PFG Investments, LLC	Shares	18.5KSH	$1.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 324 loaded

#		Instrument
1	Arbejdsmarkedets Tillaegspension added	Shares	+251.9K	+$18.7M	$29.0M
2	Brookstone Capital Management added	Shares	+165.9K	+$12.5M	$25.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+109.4K	+$7.9M	$17.4M
4	Swedbank AB added	Shares	+45.5K	+$5.4M	$54.0M
5	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+41.0K	+$3.9M	$25.5M
6	Merit Financial Group, LLC added	Shares	+35.0K	+$2.6M	$4.5M
7	ASR Vermogensbeheer N.V. added	Shares	+25.6K	+$2.4M	$16.1M
8	Vest Financial, LLC added	Shares	+1.2K	+$2.3M	$52.5M
9	Mirae Asset Global Investments Co., Ltd. added	Shares	+12.9K	+$1.2M	$8.2M
10	NorthCrest Asset Manangement, LLC added	Shares	+14.5K	+$1.1M	$1.8M
11	Sequoia Financial Advisors, LLC added	Shares	+12.7K	+$1.0M	$3.0M
12	Avanza Fonder AB added	Shares	+12.2K	+$992.1K	$3.5M
13	Blackhawk Capital Partners, LLC new	Shares	+13.6K	+$984.2K	$984.2K
14	Fideuram Asset Management (Ireland) dac new	Shares	+13.7K	+$973.7K	$973.7K
15	CWA Asset Management Group, LLC added	Shares	+9.6K	+$858.5K	$4.7M
16	MISSION WEALTH MANAGEMENT, LP new	Shares	+11.7K	+$848.8K	$848.8K
17	IFM Investors Pty Ltd added	Shares	+6.6K	+$805.5K	$8.4M
18	Sivia Capital Partners, LLC added	Shares	+10.1K	+$751.7K	$1.2M
19	ZWJ INVESTMENT COUNSEL INC added	Shares	+3.7K	+$721.2K	$11.2M
20	Sound Income Strategies, LLC added	Shares	+741	+$717.4K	$18.4M
21	SteelPeak Wealth, LLC new	Shares	+9.8K	+$708.1K	$708.1K
22	WADDELL & ASSOCIATES, LLC added	Shares	+9.2K	+$691.7K	$1.4M
23	Kepler Cheuvreux (Suisse) SA new	Shares	+9.5K	+$686.4K	$686.4K
24	IFP Advisors, Inc added	Shares	+9.2K	+$673.3K	$937.5K
25	Czech National Bank added	Shares	+4.9K	+$657.2K	$7.7M
26	Curated Wealth Partners LLC new	Shares	+32.4K	+$585.7K	$585.7K
27	Demars Financial Group, LLC new	Shares	+6.9K	+$499.1K	$499.1K
28	Apollon Wealth Management, LLC added	Shares	+6.0K	+$483.3K	$1.6M
29	ST GERMAIN D J CO INC added	Shares	+5.1K	+$463.7K	$2.7M
30	SCHNIEDERS CAPITAL MANAGEMENT, LLC. added	Shares	+2.8K	+$448.7K	$6.2M
31	BFSG, LLC added	Shares	+3.9K	+$442.7K	$4.2M
32	RIVERSEDGE ADVISORS, LLC new	Shares	+6.1K	+$439.5K	$439.5K
33	Capstone Wealth Management, LLC new	Shares	+5.9K	+$422.9K	$422.9K
34	Dynamic Advisor Solutions LLC added	Shares	+4.6K	+$415.5K	$2.3M
35	Abundance Wealth Counselors new	Shares	+5.7K	+$408.5K	$408.5K
36	Cornerstone Wealth Management, LLC new	Shares	+5.4K	+$387.0K	$387.0K
37	Ellsworth Advisors, LLC added	Shares	+3.8K	+$377.7K	$1.9M
38	NORTHWEST WEALTH MANAGEMENT, LLC new	Shares	+4.8K	+$344.1K	$344.1K
39	EverSource Wealth Advisors, LLC added	Shares	+4.4K	+$338.0K	$818.9K
40	SAX WEALTH ADVISORS, LLC new	Shares	+4.8K	+$335.5K	$335.5K
41	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+4.6K	+$332.7K	$332.7K
42	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.6K	+$316.0K	$5.0M
43	MBL Wealth, LLC new	Shares	+4.3K	+$311.8K	$311.8K
44	Chris Bulman Inc new	Shares	+4.0K	+$285.5K	$285.5K
45	ASPIRIANT, LLC new	Shares	+3.9K	+$281.1K	$281.1K
46	LifeGoal Investments, LLC new	Shares	+3.7K	+$265.3K	$265.3K
47	Ausbil Investment Management Ltd unchanged	Shares	0	+$241.9K	$6.9M
48	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+2.0K	+$226.2K	$2.1M
49	FAMILY WEALTH PARTNERS, LLC new	Shares	+3.0K	+$217.2K	$217.2K
50	Interchange Capital Partners, LLC new	Shares	+3.0K	+$213.5K	$213.5K

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