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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Planning Group's ES Position: Q1 2026 in Review

Cornerstone Planning Group increased its Eversource Energy (ES) stake by 1.5% in Q1 2026, buying an estimated $1.84K and bringing the position to 1,768 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #218.

Cornerstone Planning Group first reported a position in ES in Q4 2022 and has held it in 13 quarters since. The position peaked at $129K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Cornerstone Planning Group held 1,768 shares of Eversource Energy worth $122K as of Q1 2026.
  • Cornerstone Planning Group bought 26 Eversource Energy shares in Q1 2026, an estimated $1.84K.
  • Eversource Energy made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #218 holding.
  • Cornerstone Planning Group first reported a position in Eversource Energy in Q4 2022 and has held it in 13 quarters since.
  • Cornerstone Planning Group's Eversource Energy position peaked at $129K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.