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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ES holding history

Eversource Energy in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ES overviewAll 13F holders of ESFull Q2 2026 holdings

Shares (Q2 2026)
256,710
Value
$18.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ES by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026256,710$18.6M<0.1%+86,292+50.6%AddedHolders
Q1 2026170,418$11.8M<0.1%+41,057+31.7%AddedHolders
Q4 2025129,361$8.71M<0.1%+9,064+7.5%AddedHolders
Q3 2025120,297$8.56M<0.1%+26,878+28.8%AddedHolders
Q2 202593,419$5.94M<0.1%−1,696−1.8%ReducedHolders
Q1 202595,115$5.91M<0.1%+4,727+5.2%AddedHolders
Q4 202490,388$5.19M<0.1%+4,228+4.9%AddedHolders
Q3 202486,160$5.86M<0.1%+5,417+6.7%AddedHolders
Q2 202480,743$4.58M<0.1%−2,634−3.2%ReducedHolders
Q1 202483,377$4.98M<0.1%+13,580+19.5%AddedHolders
Q4 202369,797$4.31M<0.1%−7,614−9.8%ReducedHolders
Q3 202377,411$4.50M<0.1%+7,936+11.4%AddedHolders
Q2 202369,475$4.93M<0.1%−748−1.1%ReducedHolders
Q1 202370,223$5.50M<0.1%+90+0.1%AddedHolders
Q4 202270,133$5.88M<0.1%+406+0.6%AddedHolders
Q3 202269,727$5.44M<0.1%−2,419−3.4%ReducedHolders
Q2 202272,146$6.09M<0.1%+2,640+3.8%AddedHolders
Q1 202269,506$6.13M<0.1%+4,438+6.8%AddedHolders
Q4 202165,068$5.92M<0.1%+2,094+3.3%AddedHolders
Q3 202162,974$5.15M<0.1%−3,552−5.3%ReducedHolders
Q2 202166,526$5.34M<0.1%+5,937+9.8%AddedHolders
Q1 202160,589$5.25M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.