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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
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

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Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr Sp Smcp600vl Etf (IJS)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Sterling Financial Planning

Top funds holding Eversource Energy

Vanguard Group
Charles Schwab Investment Management
Legal & General Group
Wells Fargo & Company
Nordea Investment Management Ab
Deutsche Bank Aktiengesellschaft
Ubs Global Asset Management Americas
Goldman Sachs Group
Bank of America Corporation
Bank of New York Mellon
Royal Bank of Canada
Norges Bank Investment Management
Mitsubishi UFJ Trust & Banking Corp
CalPERS
Caisse de depot et placement du Quebec

View all funds holding Eversource Energy