Mark Sheptoff Financial Planning’s Eversource Energy ES Stock Holding History

Mark Sheptoff Financial 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
2026 Q1	$8.13K	Hold	118	–	–	﹤0.01%	368
2025 Q4	$7.95K	Hold	118	–	–	﹤0.01%	371
2025 Q3	$8.39K	Hold	118	–	–	﹤0.01%	361
2025 Q2	$7.51K	Hold	118	–	–	﹤0.01%	364
2025 Q1	$7.33K	Hold	118	–	–	﹤0.01%	343
2024 Q4	$6.78K	Hold	118	–	–	﹤0.01%	342
2024 Q3	$8.03K	Hold	118	–	–	﹤0.01%	329
2024 Q2	$6.69K	Hold	118	–	–	﹤0.01%	347
2024 Q1	$7.05K	Hold	118	–	–	﹤0.01%	314
2023 Q4	$7.28K	Hold	118	–	–	﹤0.01%	308
2023 Q3	$6.86K	Hold	118	–	–	﹤0.01%	293
2023 Q2	$8.37K	Hold	118	–	–	﹤0.01%	282
2023 Q1	$9.23K	Hold	118	–	–	0.01%	267
2022 Q4	$9.89K	Hold	118	–	–	0.01%	267
2022 Q3	$9K	Sell	118 -170	-59%	-$15K	0.01%	258
2022 Q2	$24K	Hold	288	–	–	0.01%	208
2022 Q1	$25K	Sell	288 -826	-74%	-$70.6K	0.01%	229
2021 Q4	$101K	Hold	1,114	–	–	0.05%	138
2021 Q3	$91K	Hold	1,114	–	–	0.05%	144
2021 Q2	$89K	Buy	1,114 +826	+287%	+$69.5K	0.05%	143
2021 Q1	$25K	Hold	288	–	–	0.01%	212
2020 Q4	$25K	Sell	288 -46	-14%	-$4.1K	0.01%	199
2020 Q3	$28K	Sell	334 -170	-34%	-$14.6K	0.02%	174
2020 Q2	$42K	Hold	504	–	–	0.03%	155
2020 Q1	$39K	Hold	504	–	–	0.03%	146
2019 Q4	$43K	Hold	504	–	–	0.03%	160
2019 Q3	$43K	Buy	504 +170	+51%	+$13.5K	0.03%	156
2019 Q2	$25K	Sell	334 -100	-23%	-$7.32K	0.02%	198
2019 Q1	$31K	Hold	434	–	–	0.02%	178
2018 Q4	$28K	Hold	434	–	–	0.02%	170
2018 Q3	$27K	Hold	434	–	–	0.02%	210
2018 Q2	$25K	Hold	434	–	–	0.02%	209
2018 Q1	$26K	Hold	434	–	–	0.02%	210
2017 Q4	$27K	Hold	434	–	–	0.02%	218
2017 Q3	$26K	Hold	434	–	–	0.02%	221
2017 Q2	$26K	Sell	434 -1	-0.2%	-$61	0.02%	210
2017 Q1	$26K	Buy	435 +1	+0.2%	+$57	0.02%	214
2016 Q4	$24K	Hold	434	–	–	0.02%	207
2016 Q3	$24K	Hold	434	–	–	0.02%	208
2016 Q2	$26K	Buy	434 +93	+27%	+$5.26K	0.02%	190
2016 Q1	$20K	Hold	341	–	–	0.02%	204
2015 Q4	$17K	Hold	341	–	–	0.01%	235
2015 Q3	$17K	Buy	341 +100	+41%	+$4.82K	0.01%	220
2015 Q2	$11K	Buy	241 +216	+864%	+$10.5K	0.01%	265
2015 Q1	$1K	Hold	25	–	–	﹤0.01%	321
2014 Q4	$1K	Hold	25	–	–	﹤0.01%	316
2014 Q3	$1K	Hold	25	–	–	﹤0.01%	327
2014 Q2	$1K	Hold	25	–	–	﹤0.01%	333
2014 Q1	$1K	Buy	+25	New	+$1.09K	﹤0.01%	345

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mark Sheptoff Financial Planning's ES Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Eversource Energy (ES) position steady in Q1 2026 at 118 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Mark Sheptoff Financial Planning first reported a position in ES in Q1 2014 and has held it in 49 quarters since. The position peaked at $101K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Mark Sheptoff Financial Planning held 118 shares of Eversource Energy worth $8.13K as of Q1 2026.
Mark Sheptoff Financial Planning left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #368 holding.
Mark Sheptoff Financial Planning first reported a position in Eversource Energy in Q1 2014 and has held it in 49 quarters since.
Mark Sheptoff Financial Planning's Eversource Energy position peaked at $101K in Q4 2021.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.