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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
Q2 		$21.4K Buy
296
+10
+3% +$693 ﹤0.01% 1751
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 $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

Pinnacle Wealth Planning Services's ES Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Eversource Energy (ES) stake by 3.5% in Q2 2026, buying an estimated $693 and bringing the position to 296 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Pinnacle Wealth Planning Services first reported a position in ES in Q4 2020 and has held it in 4 quarters since. The position peaked at $41K in Q4 2020. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Pinnacle Wealth Planning Services held 296 shares of Eversource Energy worth $21.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 Eversource Energy shares in Q2 2026, an estimated $693.
  • Eversource Energy made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1751 holding.
  • Pinnacle Wealth Planning Services first reported a position in Eversource Energy in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Eversource Energy position peaked at $41K in Q4 2020.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.