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Eversource Energy shares owned by Sterling Financial Planning

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

Historical chart of Sterling Financial Planning investment in Eversource Energy

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

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Quarterly reported holdings in Eversource Energy by Sterling Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $246k 3.5k 71.14
2025-06-30 $220k 3.5k 63.62
2025-03-31 $214k 3.5k 62.11
2024-09-30 $235k 3.5k 68.05
2024-03-31 $206k 3.5k 59.77
2023-12-31 $213k 3.5k 61.72
2023-09-30 $201k 3.5k 58.15
2023-06-30 $245k 3.5k 70.92
2023-03-31 $270k 3.5k 78.26

More positions owned by Sterling Financial Planning

Ishares Gold Tr Ishares New (IAU)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&P SML 600 GWT (IJT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Internatnal Val (DFIV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Sp Smcp600vl Etf (IJS)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p500 Etf (IVV)
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)
Dimensional Etf Trust Inflation Prote (DFIP)

View all positions for Sterling Financial 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