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Sigma Planning Corp’s Eversource Energy ES Stock Holding History

Sigma Planning Corp’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 		$481K Buy
6,656
+507
+8% +$35.1K 0.01% 932
2026
Q1 		$426K Buy
6,149
+2,074
+51% +$147K 0.01% 899
2025
Q4 		$274K Buy
4,075
+282
+7% +$19.8K 0.01% 1075
2025
Q3 		$270K Buy
+3,793
New +$249K 0.01% 1069
2020
Q3 		– Sell
-3,135
Closed -$261K – 1092
2020
Q2 		$261K Buy
3,135
+4
+0.1% +$331 0.01% 837
2020
Q1 		$245K Buy
+3,131
New +$275K 0.01% 718

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

Sigma Planning Corp's ES Position: Q2 2026 in Review

Sigma Planning Corp increased its Eversource Energy (ES) stake by 8.2% in Q2 2026, buying an estimated $35.1K and bringing the position to 6,656 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #932.

Sigma Planning Corp first reported a position in ES in Q1 2020 and has held it in 6 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sigma Planning Corp held 6,656 shares of Eversource Energy worth $481K as of Q2 2026.
  • Sigma Planning Corp bought 507 Eversource Energy shares in Q2 2026, an estimated $35.1K.
  • Eversource Energy made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #932 holding.
  • Sigma Planning Corp first reported a position in Eversource Energy in Q1 2020 and has held it in 6 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.