Meriwether Wealth & Planning’s Eversource Energy ES Stock Holding History

Meriwether Wealth & 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 Q3	$71K	Buy	+1,106	New	+$78.7K	0.03%	222

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Meriwether Wealth & Planning's ES Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Eversource Energy (ES) in Q3 2026: 1,106 shares worth $71K. The stake represents 0.03% of the portfolio and ranks #222 among its holdings.

272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Meriwether Wealth & Planning held 1,106 shares of Eversource Energy worth $71K as of Q3 2026.
Eversource Energy was a new Meriwether Wealth & Planning position in Q3 2026.
Eversource Energy made up 0.03% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #222 holding.
272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.