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Planning Capital Management Corporation’s Eversource Energy ES Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		– Sell
-8
Closed -$454 – 833
2024
Q2 		$454 Hold
8
– – ﹤0.01% 628
2024
Q1 		$479 Buy
+8
New +$460 ﹤0.01% 634

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N
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Planning Capital Management Corporation's ES Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 8 shares — an estimated $454 sold.

Planning Capital Management Corporation first reported a position in ES in Q1 2024 and held it in 2 quarters. The position peaked at $479 in Q1 2024. 867 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 8 Eversource Energy shares in Q3 2024, an estimated $454.
  • Planning Capital Management Corporation first reported a position in Eversource Energy in Q1 2024 and held it in 2 quarters.
  • Planning Capital Management Corporation's Eversource Energy position peaked at $479 in Q1 2024.
  • 867 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.