Retirement Planning Company of New England’s Eversource Energy ES Stock Holding History

Retirement Planning Company of New England’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	$360K	Sell	4,977 -107	-2%	-$7.41K	0.13%	176
2026 Q1	$352K	Buy	5,084 +488	+11%	+$34.5K	0.14%	167
2025 Q4	$309K	Buy	4,596 +214	+5%	+$15K	0.12%	182
2025 Q3	$312K	Buy	4,382 +104	+2%	+$6.82K	0.13%	183
2025 Q2	$272K	Buy	4,278 +88	+2%	+$5.42K	0.12%	187
2025 Q1	$260K	Buy	4,190 +223	+6%	+$13.3K	0.13%	191
2024 Q4	$228K	Buy	+3,967	New	+$247K	0.11%	207
2022 Q2	–	Sell	-2,283	Closed	-$201K	–	218
2022 Q1	$201K	Buy	2,283 +10	+0.4%	+$855	0.11%	218
2021 Q4	$206K	Buy	+2,273	New	+$196K	0.1%	213

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Retirement Planning Company of New England's ES Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Eversource Energy (ES) stake by 2.1% in Q2 2026, selling an estimated $7.41K and leaving 4,977 shares worth $360K. The position accounts for 0.13% of the portfolio, ranked #176.

Retirement Planning Company of New England first reported a position in ES in Q4 2021 and has held it in 9 quarters since. 683 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Retirement Planning Company of New England held 4,977 shares of Eversource Energy worth $360K as of Q2 2026.
Retirement Planning Company of New England sold 107 Eversource Energy shares in Q2 2026, an estimated $7.41K.
Eversource Energy made up 0.13% of Retirement Planning Company of New England's portfolio in Q2 2026, its #176 holding.
Retirement Planning Company of New England first reported a position in Eversource Energy in Q4 2021 and has held it in 9 quarters since.
683 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.