LPL Financial’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $40.6M | Buy |
561,940
+37,038
| +7% | +$2.56M | 0.01% | 1122 |
|
|
2026
Q1 | $36.4M | Buy |
524,902
+25,690
| +5% | +$1.82M | 0.01% | 1071 |
|
|
2025
Q4 | $33.6M | Buy |
499,212
+49,676
| +11% | +$3.49M | 0.01% | 1076 |
|
|
2025
Q3 | $32M | Buy |
449,536
+32,274
| +8% | +$2.12M | 0.01% | 1074 |
|
|
2025
Q2 | $26.5M | Buy |
417,262
+50,183
| +14% | +$3.09M | 0.01% | 1078 |
|
|
2025
Q1 | $22.8M | Buy |
367,079
+105,885
| +41% | +$6.32M | 0.01% | 1076 |
|
|
2024
Q4 | $15M | Buy |
261,194
+21,818
| +9% | +$1.36M | 0.01% | 1253 |
|
|
2024
Q3 | $16.3M | Buy |
239,376
+13,848
| +6% | +$895K | 0.01% | 1155 |
|
|
2024
Q2 | $12.8M | Buy |
225,528
+16,400
| +8% | +$972K | 0.01% | 1212 |
|
|
2024
Q1 | $12.5M | Sell |
209,128
-36,088
| -15% | -$2.07M | 0.01% | 1187 |
|
|
2023
Q4 | $15.1M | Buy |
245,216
+9,187
| +4% | +$530K | 0.01% | 1006 |
|
|
2023
Q3 | $13.7M | Buy |
236,029
+6,100
| +3% | +$407K | 0.01% | 979 |
|
|
2023
Q2 | $16.3M | Buy |
229,929
+20,565
| +10% | +$1.53M | 0.01% | 879 |
|
|
2023
Q1 | $16.4M | Buy |
209,364
+14,438
| +7% | +$1.14M | 0.01% | 847 |
|
|
2022
Q4 | $16.3M | Buy |
194,926
+33,184
| +21% | +$2.63M | 0.01% | 802 |
|
|
2022
Q3 | $12.6M | Buy |
161,742
+6,514
| +4% | +$574K | 0.01% | 841 |
|
|
2022
Q2 | $13.1M | Buy |
155,228
+33,025
| +27% | +$2.93M | 0.01% | 828 |
|
|
2022
Q1 | $10.8M | Buy |
122,203
+3,134
| +3% | +$268K | 0.01% | 947 |
|
|
2021
Q4 | $10.8M | Buy |
119,069
+1,702
| +1% | +$146K | 0.01% | 975 |
|
|
2021
Q3 | $9.6M | Buy |
117,367
+9,494
| +9% | +$824K | 0.01% | 991 |
|
|
2021
Q2 | $8.66M | Buy |
107,873
+13,569
| +14% | +$1.14M | 0.01% | 991 |
|
|
2021
Q1 | $8.17M | Buy |
94,304
+7,540
| +9% | +$640K | 0.01% | 937 |
|
|
2020
Q4 | $7.51M | Buy |
86,764
+13,540
| +18% | +$1.21M | 0.01% | 884 |
|
|
2020
Q3 | $6.12M | Sell |
73,224
-1,716
| -2% | -$147K | 0.01% | 859 |
|
|
2020
Q2 | $6.24M | Buy |
74,940
+9,123
| +14% | +$755K | 0.01% | 772 |
|
|
2020
Q1 | $5.15M | Buy |
65,817
+3,112
| +5% | +$273K | 0.01% | 743 |
|
|
2019
Q4 | $5.33M | Buy |
62,705
+2,797
| +5% | +$233K | 0.01% | 817 |
|
|
2019
Q3 | $5.12M | Sell |
59,908
-871
| -1% | -$69.2K | 0.01% | 791 |
|
|
2019
Q2 | $4.61M | Sell |
60,779
-1,864
| -3% | -$136K | 0.01% | 825 |
|
|
2019
Q1 | $4.44M | Buy |
62,643
+4,040
| +7% | +$278K | 0.01% | 816 |
|
|
2018
Q4 | $3.81M | Buy |
58,603
+2,181
| +4% | +$142K | 0.01% | 808 |
|
|
2018
Q3 | $3.47M | Sell |
56,422
-206
| -0.4% | -$12.6K | 0.01% | 896 |
|
|
2018
Q2 | $3.32M | Sell |
56,628
-1,749
| -3% | -$101K | 0.01% | 895 |
|
|
2018
Q1 | $3.44M | Buy |
58,377
+5,764
| +11% | +$341K | 0.01% | 862 |
|
|
2017
Q4 | $3.32M | Buy |
52,613
+3,940
| +8% | +$249K | 0.01% | 814 |
|
|
2017
Q3 | $2.94M | Buy |
48,673
+3,347
| +7% | +$206K | 0.01% | 809 |
|
|
2017
Q2 | $2.75M | Buy |
45,326
+5,052
| +13% | +$307K | 0.01% | 781 |
|
|
2017
Q1 | $2.37M | Buy |
+40,274
| New | +$2.29M | 0.02% | 740 |
|
|
2016
Q2 | – | Sell |
-108,921
| Closed | -$6.22M | – | 2722 |
|
|
2016
Q1 | $6.22M | Buy |
108,921
+203
| +0.2% | +$11.1K | 0.02% | 616 |
|
|
2015
Q4 | $5.58M | Buy |
108,718
+57,583
| +113% | +$2.93M | 0.02% | 666 |
|
|
2015
Q3 | $2.61M | Sell |
51,135
-23,364
| -31% | -$1.13M | 0.01% | 720 |
|
|
2015
Q2 | $3.45M | Sell |
74,499
-1,790
| -2% | -$86.8K | 0.02% | 661 |
|
|
2015
Q1 | $3.87M | Sell |
76,289
-275
| -0.4% | -$14.5K | 0.02% | 621 |
|
|
2014
Q4 | $4.1M | Buy |
76,564
+798
| +1% | +$39.8K | 0.02% | 565 |
|
|
2014
Q3 | $3.4M | Buy |
75,766
+1,047
| +1% | +$47.1K | 0.02% | 612 |
|
|
2014
Q2 | $3.53M | Sell |
74,719
-2,727
| -4% | -$125K | 0.02% | 611 |
|
|
2014
Q1 | $3.52M | Buy |
77,446
+2,688
| +4% | +$117K | 0.02% | 568 |
|
|
2013
Q4 | $3.17M | Sell |
74,758
-635
| -0.8% | -$26.7K | 0.02% | 610 |
|
|
2013
Q3 | $3.15M | Buy |
75,393
+5,018
| +7% | +$212K | 0.02% | 576 |
|
|
2013
Q2 | $2.96M | Buy |
+70,375
| New | +$3.04M | 0.02% | 558 |
|
Other funds holding ES
LPL Financial's ES Position: Q2 2026 in Review
LPL Financial increased its Eversource Energy (ES) stake by 7.1% in Q2 2026, buying an estimated $2.56M and bringing the position to 561,940 shares worth $40.6M. The position accounts for 0.01% of the portfolio, ranked #1122.
LPL Financial first reported a position in ES in Q2 2013 and has held it in 50 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.
- LPL Financial held 561,940 shares of Eversource Energy worth $40.6M as of Q2 2026.
- LPL Financial bought 37,038 Eversource Energy shares in Q2 2026, an estimated $2.56M.
- Eversource Energy made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1122 holding.
- LPL Financial first reported a position in Eversource Energy in Q2 2013 and has held it in 50 quarters since.
- 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.