Planning Strategies’s Eversource Energy ES Stock Holding History

Planning Strategies’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 Q3	$1.54K	Buy	24 +3	+14%	+$214	﹤0.01%	691
2026 Q2	$1.52K	Buy	+21	New	+$1.45K	﹤0.01%	657

Other funds holding ES

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Planning Strategies's ES Position: Q3 2026 in Review

Planning Strategies increased its Eversource Energy (ES) stake by 14% in Q3 2026, buying an estimated $214 and bringing the position to 24 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Planning Strategies first reported a position in ES in Q2 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Planning Strategies held 24 shares of Eversource Energy worth $1.54K as of Q3 2026.
Planning Strategies bought 3 Eversource Energy shares in Q3 2026, an estimated $214.
Eversource Energy made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #691 holding.
Planning Strategies first reported a position in Eversource Energy in Q2 2026 and has held it in 2 quarters since.
948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.