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Cornerstone Planning Group’s Eversource Energy ES Stock Holding History

Cornerstone Planning Group’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 		$132K Buy
1,771
+3
+0.2% +$208 0.02% 206
2026
Q1 		$122K Buy
1,768
+26
+1% +$1.84K 0.02% 218
2025
Q4 		$122K Sell
1,742
-7
-0.4% -$491 0.02% 191
2025
Q3 		$129K Buy
1,749
+4
+0.2% +$262 0.02% 189
2025
Q2 		$115K Buy
1,745
+1,703
+4,055% +$105K 0.02% 126
2025
Q1 		$2.43K Buy
42
+21
+100% +$1.25K ﹤0.01% 939
2024
Q4 		$1.22K Sell
21
-6
-22% -$374 ﹤0.01% 916
2024
Q3 		$1.74K Buy
27
+6
+29% +$388 ﹤0.01% 804
2024
Q2 		$1.37K Buy
21
+5
+31% +$296 ﹤0.01% 878
2024
Q1 		$961 Sell
16
-10
-38% -$575 ﹤0.01% 790
2023
Q4 		$1.6K Sell
26
-8
-24% -$461 ﹤0.01% 662
2023
Q3 		$1.98K Hold
34
– – ﹤0.01% 661
2023
Q2 		$2.41K Buy
+34
New +$2.53K ﹤0.01% 1108
2022
Q4 		$4.71K Buy
+59
New +$4.68K ﹤0.01% 923

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cornerstone Planning Group's ES Position: Q2 2026 in Review

Cornerstone Planning Group increased its Eversource Energy (ES) stake by 0.17% in Q2 2026, buying an estimated $208 and bringing the position to 1,771 shares worth $132K. The position accounts for 0.02% of the portfolio, ranked #206.

Cornerstone Planning Group first reported a position in ES in Q4 2022 and has held it in 14 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cornerstone Planning Group held 1,771 shares of Eversource Energy worth $132K as of Q2 2026.
  • Cornerstone Planning Group bought 3 Eversource Energy shares in Q2 2026, an estimated $208.
  • Eversource Energy made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #206 holding.
  • Cornerstone Planning Group first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.