SFP
ES icon

Strategic Financial Planning’s Eversource Energy ES Stock Holding History

Strategic 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
Q2 		– Sell
-22,670
Closed -$926K – 57
2026
Q1 		$926K Buy
+22,670
New +$1.6M 0.54% 29

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Strategic Financial Planning's ES Position: Q2 2026 in Review

Strategic Financial Planning sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 22,670 shares — an estimated $926K sold.

Strategic Financial Planning first reported a position in ES in Q1 2026 and held it in 1 quarter. The position peaked at $926K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Strategic Financial Planning reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Strategic Financial Planning sold 22,670 Eversource Energy shares in Q2 2026, an estimated $926K.
  • Strategic Financial Planning first reported a position in Eversource Energy in Q1 2026 and held it in 1 quarter.
  • Strategic Financial Planning's Eversource Energy position peaked at $926K in Q1 2026.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.