Planning Strategies Inc.’s Eversource Energy ES Stock Holding History

Planning Strategies Inc.’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	$1.52K	Buy	+21	New	+$1.45K	﹤0.01%	657

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Planning Strategies Inc.'s ES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Eversource Energy (ES) in Q2 2026: 21 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #657 among its holdings.

405 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Planning Strategies Inc. held 21 shares of Eversource Energy worth $1.52K as of Q2 2026.
Eversource Energy was a new Planning Strategies Inc. position in Q2 2026.
Eversource Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #657 holding.
405 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.