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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sigma Planning Corp's ES Position: Q1 2026 in Review

Sigma Planning Corp increased its Eversource Energy (ES) stake by 51% in Q1 2026, buying an estimated $147K and bringing the position to 6,149 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #899.

Sigma Planning Corp first reported a position in ES in Q1 2020 and has held it in 5 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Sigma Planning Corp held 6,149 shares of Eversource Energy worth $426K as of Q1 2026.
  • Sigma Planning Corp bought 2,074 Eversource Energy shares in Q1 2026, an estimated $147K.
  • Eversource Energy made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #899 holding.
  • Sigma Planning Corp first reported a position in Eversource Energy in Q1 2020 and has held it in 5 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.