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 Q3	$468K	Buy	7,288 +632	+9%	+$45K	0.01%	869
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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sigma Planning Corp's ES Position: Q3 2026 in Review

Sigma Planning Corp increased its Eversource Energy (ES) stake by 9.5% in Q3 2026, buying an estimated $45K and bringing the position to 7,288 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #869.

Sigma Planning Corp first reported a position in ES in Q1 2020 and has held it in 7 quarters since. The position peaked at $481K in Q2 2026. 618 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Sigma Planning Corp held 7,288 shares of Eversource Energy worth $468K as of Q3 2026.
Sigma Planning Corp bought 632 Eversource Energy shares in Q3 2026, an estimated $45K.
Eversource Energy made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #869 holding.
Sigma Planning Corp first reported a position in Eversource Energy in Q1 2020 and has held it in 7 quarters since.
Sigma Planning Corp's Eversource Energy position peaked at $481K in Q2 2026.
618 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.