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Financial Life Planners’s Eversource Energy ES Stock Holding History

Financial Life Planners’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 		$14K Buy
194
+2
+1% +$139 0.01% 214
2026
Q1 		$13.3K Buy
+192
New +$13.6K 0.01% 216
2025
Q4 		– Sell
-188
Closed -$13.3K – 140
2025
Q3 		$13.3K Buy
+188
New +$12.3K 0.01% 228
2025
Q1 		– Sell
-214
Closed -$12.3K – 178
2024
Q4 		$12.3K Buy
+214
New +$13.3K 0.01% 246

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Life Planners's ES Position: Q2 2026 in Review

Financial Life Planners increased its Eversource Energy (ES) stake by 1% in Q2 2026, buying an estimated $139 and bringing the position to 194 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #214.

Financial Life Planners first reported a position in ES in Q4 2024 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Financial Life Planners held 194 shares of Eversource Energy worth $14K as of Q2 2026.
  • Financial Life Planners bought 2 Eversource Energy shares in Q2 2026, an estimated $139.
  • Eversource Energy made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #214 holding.
  • Financial Life Planners first reported a position in Eversource Energy in Q4 2024 and has held it in 4 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.