Sterling Financial Planning’s Eversource Energy ES Stock Holding History

Sterling Financial Planning’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	$239K	Hold	3,452	–	–	0.07%	109
2025 Q4	$232K	Hold	3,452	–	–	0.07%	109
2025 Q3	$246K	Hold	3,452	–	–	0.08%	107
2025 Q2	$220K	Hold	3,452	–	–	0.07%	110
2025 Q1	$214K	Buy	+3,452	New	+$206K	0.08%	105
2024 Q4	–	Sell	-3,452	Closed	-$235K	–	110
2024 Q3	$235K	Buy	+3,452	New	+$223K	0.09%	102
2024 Q2	–	Sell	-3,452	Closed	-$206K	–	107
2024 Q1	$206K	Hold	3,452	–	–	0.08%	104
2023 Q4	$213K	Hold	3,452	–	–	0.09%	99
2023 Q3	$201K	Hold	3,452	–	–	0.1%	93
2023 Q2	$245K	Hold	3,452	–	–	0.12%	87
2023 Q1	$270K	Buy	+3,452	New	+$273K	0.15%	81

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sterling Financial Planning's ES Position: Q1 2026 in Review

Sterling Financial Planning held its Eversource Energy (ES) position steady in Q1 2026 at 3,452 shares worth $239K. The position accounts for 0.07% of the portfolio, ranked #109.

Sterling Financial Planning first reported a position in ES in Q1 2023 and has held it in 11 quarters since. The position peaked at $270K in Q1 2023. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Sterling Financial Planning held 3,452 shares of Eversource Energy worth $239K as of Q1 2026.
Sterling Financial Planning left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.07% of Sterling Financial Planning's portfolio in Q1 2026, its #109 holding.
Sterling Financial Planning first reported a position in Eversource Energy in Q1 2023 and has held it in 11 quarters since.
Sterling Financial Planning's Eversource Energy position peaked at $270K in Q1 2023.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.