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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PDS Planning's ES Position: Q1 2026 in Review

PDS Planning reduced its Eversource Energy (ES) stake by 0.93% in Q1 2026, selling an estimated $2.33K and leaving 3,514 shares worth $243K. The position accounts for 0.02% of the portfolio, ranked #450.

PDS Planning first reported a position in ES in Q1 2025 and has held it in 5 quarters since. The position peaked at $256K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • PDS Planning held 3,514 shares of Eversource Energy worth $243K as of Q1 2026.
  • PDS Planning sold 33 Eversource Energy shares in Q1 2026, an estimated $2.33K.
  • Eversource Energy made up 0.02% of PDS Planning's portfolio in Q1 2026, its #450 holding.
  • PDS Planning first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
  • PDS Planning's Eversource Energy position peaked at $256K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.