Action Point Financial Planning’s Eversource Energy ES Stock Holding History

Action Point Financial Planning’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	$23.7K	Buy	+331	New	+$22.9K	﹤0.01%	1076

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Action Point Financial Planning's ES Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eversource Energy (ES) in Q2 2026: 331 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #1076 among its holdings.

1,117 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Action Point Financial Planning held 331 shares of Eversource Energy worth $23.7K as of Q2 2026.
Eversource Energy was a new Action Point Financial Planning position in Q2 2026.
Eversource Energy made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1076 holding.
1,117 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.