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Essential Planning’s Eversource Energy ES Stock Holding History

Essential 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
2025
Q1 		– Sell
-24,570
Closed -$1.53M – 145
2024
Q4 		$1.53M Buy
+24,570
New +$1.53M 0.01% 213

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Essential Planning's ES Position: Q1 2025 in Review

Essential Planning sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 24,570 shares — an estimated $1.53M sold.

Essential Planning first reported a position in ES in Q4 2024 and held it in 1 quarter. The position peaked at $1.53M in Q4 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Essential Planning reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 24,570 Eversource Energy shares in Q1 2025, an estimated $1.53M.
  • Essential Planning first reported a position in Eversource Energy in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Eversource Energy position peaked at $1.53M in Q4 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.