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Pinnacle Wealth Planning Services’s Eversource Energy ES Stock Holding History

Pinnacle Wealth Planning Services’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 		$19.8K Buy
286
+31
+12% +$2.19K ﹤0.01% 1699
2025
Q4 		$17.2K Buy
+255
New +$17.9K ﹤0.01% 1788
2021
Q1 		– Sell
-477
Closed -$41K – 854
2020
Q4 		$41K Buy
+477
New +$42.5K 0.01% 877

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

Pinnacle Wealth Planning Services's ES Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Eversource Energy (ES) stake by 12% in Q1 2026, buying an estimated $2.19K and bringing the position to 286 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Pinnacle Wealth Planning Services first reported a position in ES in Q4 2020 and has held it in 3 quarters since. The position peaked at $41K in Q4 2020. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Pinnacle Wealth Planning Services held 286 shares of Eversource Energy worth $19.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 31 Eversource Energy shares in Q1 2026, an estimated $2.19K.
  • Eversource Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1699 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eversource Energy in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Eversource Energy position peaked at $41K in Q4 2020.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.