PlanVest Financial’s Eversource Energy ES Stock Holding History

PlanVest Financial’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	$867	Hold	12	–	–	﹤0.01%	548
2026 Q1	$831	Buy	+12	New	+$848	﹤0.01%	525

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PlanVest Financial's ES Position: Q2 2026 in Review

PlanVest Financial held its Eversource Energy (ES) position steady in Q2 2026 at 12 shares worth $867. The position accounts for ﹤0.01% of the portfolio, ranked #548.

PlanVest Financial first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 1,061 funds tracked by Wall St. Rank hold ES as of Q2 2026.

PlanVest Financial held 12 shares of Eversource Energy worth $867 as of Q2 2026.
PlanVest Financial left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #548 holding.
PlanVest Financial first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
1,061 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.