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IFP Advisors’s Eversource Energy ES Stock Holding History

IFP Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$937K Buy
12,972
+9,158
+240% +$634K 0.02% 767
2026
Q1 		$264K Buy
3,814
+386
+11% +$27.3K 0.01% 1255
2025
Q4 		$231K Buy
3,428
+336
+11% +$23.6K 0.01% 1295
2025
Q3 		$220K Buy
3,092
+937
+43% +$61.4K 0.01% 1237
2025
Q2 		$139K Buy
2,155
+446
+26% +$27.5K ﹤0.01% 1459
2025
Q1 		$106K Sell
1,709
-2,328
-58% -$139K ﹤0.01% 1497
2024
Q4 		$232K Buy
4,037
+2,285
+130% +$142K 0.01% 1058
2024
Q3 		$119K Sell
1,752
-491
-22% -$31.7K ﹤0.01% 1327
2024
Q2 		$127K Buy
2,243
+160
+8% +$9.49K 0.01% 1257
2024
Q1 		$124K Sell
2,083
-696
-25% -$40K 0.01% 1195
2023
Q4 		$171K Sell
2,779
-671
-19% -$38.7K 0.01% 1019
2023
Q3 		$201K Sell
3,450
-154
-4% -$10.3K 0.01% 963
2023
Q2 		$256K Buy
3,604
+50
+1% +$3.72K 0.01% 909
2023
Q1 		$198K Sell
3,554
-23,866
-87% -$1.89M 0.01% 951
2022
Q4 		$1.59M Buy
27,420
+14,939
+120% +$1.18M 0.04% 443
2022
Q3 		$698K Buy
12,481
+2,187
+21% +$193K 0.02% 776
2022
Q2 		$575K Hold
10,294
– – 0.02% 785
2022
Q1 		$575K Buy
10,294
+6,666
+184% +$570K 0.02% 785
2021
Q4 		$333K Buy
3,628
+2
+0.1% +$172 0.01% 741
2021
Q3 		$296K Sell
3,626
-872
-19% -$75.7K 0.01% 778
2021
Q2 		$361K Sell
4,498
-3,231
-42% -$272K 0.01% 656
2021
Q1 		$671K Buy
7,729
+364
+5% +$30.9K 0.01% 447
2020
Q4 		$642K Buy
7,365
+42
+0.6% +$3.74K 0.03% 436
2020
Q3 		$614K Sell
7,323
-127
-2% -$10.9K 0.04% 387
2020
Q2 		$617K Buy
7,450
+650
+10% +$53.8K 0.05% 369
2020
Q1 		$536K Buy
6,800
+550
+9% +$48.3K 0.05% 336
2019
Q4 		$526K Sell
6,250
-188
-3% -$15.6K 0.04% 420
2019
Q3 		$546K Buy
+6,438
New +$512K 0.04% 465
2019
Q1 		$211K Sell
3,007
-2,476
-45% -$171K 0.03% 454
2018
Q4 		$355K Sell
5,483
-1,464
-21% -$95.4K 0.02% 652
2018
Q3 		$427K Sell
6,947
-1,089
-14% -$66.6K 0.02% 740
2018
Q2 		$471K Sell
8,036
-767
-9% -$44.1K 0.02% 682
2018
Q1 		$556K Hold
8,803
– – 0.03% 582
2017
Q4 		$556K Sell
8,803
-13,331
-60% -$843K 0.03% 582
2017
Q3 		$1.34M Sell
22,134
-975
-4% -$60.1K 0.05% 359
2017
Q2 		$1.4M Buy
23,109
+1,686
+8% +$102K 0.06% 339
2017
Q1 		$1.26M Buy
21,423
+155
+0.7% +$8.81K 0.05% 366
2016
Q4 		$1.18M Buy
21,268
+140
+0.7% +$7.48K 0.06% 351
2016
Q3 		$1.15M Sell
21,128
-915
-4% -$51.6K 0.06% 328
2016
Q2 		$1.32M Buy
22,043
+19,036
+633% +$1.08M 0.07% 294
2016
Q1 		$211K Sell
3,007
-17,135
-85% -$935K 0.03% 454
2015
Q4 		$1.03M Buy
+20,142
New +$1.02M 0.07% 302

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

IFP Advisors's ES Position: Q2 2026 in Review

IFP Advisors increased its Eversource Energy (ES) stake by 240% in Q2 2026, buying an estimated $634K and bringing the position to 12,972 shares worth $937K. The position accounts for 0.02% of the portfolio, ranked #767.

IFP Advisors first reported a position in ES in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.59M in Q4 2022. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • IFP Advisors held 12,972 shares of Eversource Energy worth $937K as of Q2 2026.
  • IFP Advisors bought 9,158 Eversource Energy shares in Q2 2026, an estimated $634K.
  • Eversource Energy made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #767 holding.
  • IFP Advisors first reported a position in Eversource Energy in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Eversource Energy position peaked at $1.59M in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.