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Eversource Energy shares owned by Essential Planning

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by Essential Planning from 13F filings

Historical chart of Essential Planning investment in Eversource Energy

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All positions including Eversource Energy held by Essential Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 25k 62.42

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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View all positions for Essential Planning

Top funds holding Eversource Energy

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Magellan Asset Management
Morgan Stanley
Ubs Global Asset Management Americas
Victory Capital Management
Charles Schwab Investment Management
Invesco
Legal & General Group
Nuveen
Zimmer Partners
UBS Group

View all funds holding Eversource Energy