PFS
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Prospera Financial Services’s Eversource Energy ES Stock Holding History

Prospera Financial Services’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 		$299K Sell
4,140
-256
-6% -$17.7K ﹤0.01% 1241
2026
Q1 		$305K Buy
4,396
+48
+1% +$3.39K ﹤0.01% 1198
2025
Q4 		$293K Buy
4,348
+1,020
+31% +$71.6K ﹤0.01% 1161
2025
Q3 		$237K Sell
3,328
-1,073
-24% -$70.4K ﹤0.01% 1230
2025
Q2 		$280K Buy
4,401
+589
+15% +$36.3K 0.01% 1134
2025
Q1 		$237K Sell
3,812
-56
-1% -$3.34K 0.01% 1070
2024
Q4 		$222K Buy
3,868
+98
+3% +$6.11K 0.01% 1048
2024
Q3 		$257K Sell
3,770
-452
-11% -$29.2K 0.01% 975
2024
Q2 		$240K Sell
4,222
-178
-4% -$10.6K 0.01% 1006
2024
Q1 		$263K Sell
4,400
-20,184
-82% -$1.16M 0.01% 945
2023
Q4 		$1.52M Sell
24,584
-13,548
-36% -$781K 0.05% 366
2023
Q3 		$2.22M Buy
38,132
+4,366
+13% +$291K 0.09% 253
2023
Q2 		$2.39M Buy
33,766
+1,078
+3% +$80.3K 0.09% 242
2023
Q1 		$2.56M Buy
32,688
+20,600
+170% +$1.63M 0.11% 233
2022
Q4 		$1.01M Sell
12,088
-19,042
-61% -$1.51M 0.05% 354
2022
Q3 		$2.43M Buy
31,130
+1,684
+6% +$148K 0.13% 202
2022
Q2 		$2.49M Sell
29,446
-327
-1% -$29.1K 0.13% 203
2022
Q1 		$2.63M Buy
29,773
+1,512
+5% +$129K 0.11% 225
2021
Q4 		$2.57M Buy
28,261
+816
+3% +$70.2K 0.11% 223
2021
Q3 		$2.24M Buy
27,445
+72
+0.3% +$6.25K 0.11% 224
2021
Q2 		$2.2M Buy
27,373
+356
+1% +$30K 0.11% 228
2021
Q1 		$2.34M Sell
27,017
-3,212
-11% -$273K 0.14% 184
2020
Q4 		$2.61M Buy
30,229
+29,510
+4,104% +$2.63M 0.18% 139
2020
Q3 		$60K Sell
719
-29,478
-98% -$2.52M 0.02% 554
2020
Q2 		$2.51M Buy
30,197
+95
+0.3% +$7.87K 0.22% 112
2020
Q1 		$2.35M Buy
30,102
+3,661
+14% +$321K 0.25% 95
2019
Q4 		$2.25M Buy
26,441
+19,690
+292% +$1.64M 0.17% 143
2019
Q3 		$577K Buy
6,751
+116
+2% +$9.22K 0.06% 276
2019
Q2 		$503K Buy
+6,635
New +$485K 0.06% 287

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

Prospera Financial Services's ES Position: Q2 2026 in Review

Prospera Financial Services reduced its Eversource Energy (ES) stake by 5.8% in Q2 2026, selling an estimated $17.7K and leaving 4,140 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1241.

Prospera Financial Services first reported a position in ES in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.63M in Q1 2022. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Prospera Financial Services held 4,140 shares of Eversource Energy worth $299K as of Q2 2026.
  • Prospera Financial Services sold 256 Eversource Energy shares in Q2 2026, an estimated $17.7K.
  • Eversource Energy made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1241 holding.
  • Prospera Financial Services first reported a position in Eversource Energy in Q2 2019 and has held it in 29 quarters since.
  • Prospera Financial Services's Eversource Energy position peaked at $2.63M in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.