SPL
ES icon

Superior Planning, LLC’s Eversource Energy ES Stock Holding History

Superior Planning, LLC’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
Q3 		$9.11K Buy
+142
New +$10.1K ﹤0.01% 963

Other funds holding ES

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Superior Planning, LLC's ES Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Eversource Energy (ES) in Q3 2026: 142 shares worth $9.11K. The stake represents ﹤0.01% of the portfolio and ranks #963 among its holdings.

820 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Superior Planning, LLC held 142 shares of Eversource Energy worth $9.11K as of Q3 2026.
  • Eversource Energy was a new Superior Planning, LLC position in Q3 2026.
  • Eversource Energy made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #963 holding.
  • 820 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.