Position in ES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$249,476
+$10,322 QoQ
Shares Held
3,452
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#777
of 1,109 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Sterling Financial Planning, Inc. holds $518,440 across 2 Utilities - Regulated Electric names. ES ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
3,314 | $268,964 | |
| 2 | ES |
Eversource Energy
This page
|
3,452 | $249,476 |
All Filings in ES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,476 | 3,452 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $239,154 | 3,452 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $232,423 | 3,452 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $245,575 | 3,452 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $219,616 | 3,452 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $214,403 | 3,452 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $234,908 | 3,452 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $206,326 | 3,452 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $213,057 | 3,452 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $200,733 | 3,452 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $244,815 | 3,452 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $270,153 | 3,452 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||