Creative Planning’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.8M | Buy |
170,418
+41,057
| +32% | +$2.9M | 0.01% | 616 |
|
|
2025
Q4 | $8.71M | Buy |
129,361
+9,064
| +8% | +$636K | 0.01% | 675 |
|
|
2025
Q3 | $8.56M | Buy |
120,297
+26,878
| +29% | +$1.76M | 0.01% | 628 |
|
|
2025
Q2 | $5.94M | Sell |
93,419
-1,696
| -2% | -$105K | 0.01% | 705 |
|
|
2025
Q1 | $5.91M | Buy |
95,115
+4,727
| +5% | +$282K | 0.01% | 657 |
|
|
2024
Q4 | $5.19M | Buy |
90,388
+4,228
| +5% | +$264K | 0.01% | 647 |
|
|
2024
Q3 | $5.86M | Buy |
86,160
+5,417
| +7% | +$350K | 0.01% | 586 |
|
|
2024
Q2 | $4.58M | Sell |
80,743
-2,634
| -3% | -$156K | ﹤0.01% | 651 |
|
|
2024
Q1 | $4.98M | Buy |
83,377
+13,580
| +19% | +$781K | 0.01% | 604 |
|
|
2023
Q4 | $4.31M | Sell |
69,797
-7,614
| -10% | -$439K | 0.01% | 607 |
|
|
2023
Q3 | $4.5M | Buy |
77,411
+7,936
| +11% | +$529K | 0.01% | 564 |
|
|
2023
Q2 | $4.93M | Sell |
69,475
-748
| -1% | -$55.7K | 0.01% | 527 |
|
|
2023
Q1 | $5.5M | Buy |
70,223
+90
| +0.1% | +$7.11K | 0.01% | 482 |
|
|
2022
Q4 | $5.88M | Buy |
70,133
+406
| +0.6% | +$32.2K | 0.01% | 445 |
|
|
2022
Q3 | $5.44M | Sell |
69,727
-2,419
| -3% | -$213K | 0.01% | 421 |
|
|
2022
Q2 | $6.09M | Buy |
72,146
+2,640
| +4% | +$235K | 0.01% | 412 |
|
|
2022
Q1 | $6.13M | Buy |
69,506
+4,438
| +7% | +$380K | 0.01% | 411 |
|
|
2021
Q4 | $5.92M | Buy |
65,068
+2,094
| +3% | +$180K | 0.01% | 386 |
|
|
2021
Q3 | $5.15M | Sell |
62,974
-3,552
| -5% | -$308K | 0.01% | 406 |
|
|
2021
Q2 | $5.34M | Buy |
66,526
+5,937
| +10% | +$500K | 0.01% | 395 |
|
|
2021
Q1 | $5.25M | Buy |
60,589
+2,722
| +5% | +$231K | 0.01% | 409 |
|
|
2020
Q4 | $5.01M | Sell |
57,867
-2,026
| -3% | -$180K | 0.01% | 379 |
|
|
2020
Q3 | $5M | Sell |
59,893
-1,078
| -2% | -$92.3K | 0.01% | 309 |
|
|
2020
Q2 | $5.08M | Sell |
60,971
-2,540
| -4% | -$210K | 0.01% | 283 |
|
|
2020
Q1 | $4.97M | Sell |
63,511
-2,735
| -4% | -$240K | 0.02% | 262 |
|
|
2019
Q4 | $5.64M | Sell |
66,246
-502
| -0.8% | -$41.7K | 0.02% | 277 |
|
|
2019
Q3 | $5.71M | Buy |
66,748
+3,428
| +5% | +$272K | 0.02% | 263 |
|
|
2019
Q2 | $4.8M | Sell |
63,320
-3,635
| -5% | -$266K | 0.02% | 300 |
|
|
2019
Q1 | $4.75M | Buy |
66,955
+4,438
| +7% | +$306K | 0.02% | 287 |
|
|
2018
Q4 | $4.07M | Buy |
62,517
+5,775
| +10% | +$376K | 0.02% | 284 |
|
|
2018
Q3 | $3.49M | Buy |
56,742
+4,552
| +9% | +$279K | 0.01% | 349 |
|
|
2018
Q2 | $3.06M | Sell |
52,190
-213
| -0.4% | -$12.3K | 0.01% | 372 |
|
|
2018
Q1 | $3.09M | Sell |
52,403
-2,757
| -5% | -$163K | 0.01% | 354 |
|
|
2017
Q4 | $3.48M | Buy |
55,160
+384
| +0.7% | +$24.3K | 0.02% | 321 |
|
|
2017
Q3 | $3.31M | Buy |
54,776
+1,565
| +3% | +$96.5K | 0.02% | 319 |
|
|
2017
Q2 | $3.23M | Sell |
53,211
-1,555
| -3% | -$94.4K | 0.02% | 306 |
|
|
2017
Q1 | $3.22M | Sell |
54,766
-5,251
| -9% | -$299K | 0.02% | 294 |
|
|
2016
Q4 | $3.31M | Sell |
60,017
-698
| -1% | -$37.3K | 0.02% | 281 |
|
|
2016
Q3 | $3.29M | Buy |
60,715
+26,009
| +75% | +$1.47M | 0.02% | 273 |
|
|
2016
Q2 | $2.08M | Sell |
34,706
-2,373
| -6% | -$134K | 0.02% | 325 |
|
|
2016
Q1 | $2.16M | Sell |
37,079
-1,099
| -3% | -$60K | 0.02% | 300 |
|
|
2015
Q4 | $1.95M | Buy |
38,178
+10,191
| +36% | +$518K | 0.02% | 317 |
|
|
2015
Q3 | $1.42M | Sell |
27,987
-2,013
| -7% | -$97K | 0.01% | 379 |
|
|
2015
Q2 | $1.36M | Buy |
30,000
+1,296
| +5% | +$62.8K | 0.01% | 386 |
|
|
2015
Q1 | $1.45M | Sell |
28,704
-1,094
| -4% | -$57.6K | 0.01% | 352 |
|
|
2014
Q4 | $1.59M | Buy |
29,798
+2,024
| +7% | +$101K | 0.02% | 326 |
|
|
2014
Q3 | $1.23M | Buy |
27,774
+1,590
| +6% | +$71.5K | 0.01% | 343 |
|
|
2014
Q2 | $1.24M | Buy |
26,184
+4,445
| +20% | +$204K | 0.02% | 331 |
|
|
2014
Q1 | $989K | Buy |
21,739
+461
| +2% | +$20.1K | 0.01% | 374 |
|
|
2013
Q4 | $902K | Buy |
21,278
+2,359
| +12% | +$99K | 0.02% | 335 |
|
|
2013
Q3 | $780K | Buy |
18,919
+367
| +2% | +$15.5K | 0.02% | 321 |
|
|
2013
Q2 | $780K | Buy |
+18,552
| New | +$802K | 0.02% | 287 |
|
Other funds holding ES
VCM
VPM
MAM
Creative Planning's ES Position: Q1 2026 in Review
Creative Planning increased its Eversource Energy (ES) stake by 32% in Q1 2026, buying an estimated $2.9M and bringing the position to 170,418 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #616.
Creative Planning first reported a position in ES in Q2 2013 and has held it in 52 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Creative Planning held 170,418 shares of Eversource Energy worth $11.8M as of Q1 2026.
- Creative Planning bought 41,057 Eversource Energy shares in Q1 2026, an estimated $2.9M.
- Eversource Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #616 holding.
- Creative Planning first reported a position in Eversource Energy in Q2 2013 and has held it in 52 quarters since.
- 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.