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PDS Planning’s Eversource Energy ES Stock Holding History

PDS 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
Q2 		$249K Sell
3,440
-74
-2% -$5.13K 0.01% 492
2026
Q1 		$243K Sell
3,514
-33
-0.9% -$2.33K 0.02% 450
2025
Q4 		$239K Sell
3,547
-53
-1% -$3.72K 0.02% 451
2025
Q3 		$256K Sell
3,600
-240
-6% -$15.7K 0.02% 424
2025
Q2 		$244K Buy
3,840
+173
+5% +$10.7K 0.02% 416
2025
Q1 		$228K Buy
+3,667
New +$219K 0.02% 397

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PDS Planning's ES Position: Q2 2026 in Review

PDS Planning reduced its Eversource Energy (ES) stake by 2.1% in Q2 2026, selling an estimated $5.13K and leaving 3,440 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #492.

PDS Planning first reported a position in ES in Q1 2025 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • PDS Planning held 3,440 shares of Eversource Energy worth $249K as of Q2 2026.
  • PDS Planning sold 74 Eversource Energy shares in Q2 2026, an estimated $5.13K.
  • Eversource Energy made up 0.01% of PDS Planning's portfolio in Q2 2026, its #492 holding.
  • PDS Planning first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • PDS Planning's Eversource Energy position peaked at $256K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.