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Glass Jacobson Investment Advisors’s Eversource Energy ES Stock Holding History

Glass Jacobson Investment Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.5K Hold
787
– – 0.02% 303
2025
Q4 		$53K Hold
787
– – 0.02% 306
2025
Q3 		$56K Hold
787
– – 0.02% 294
2025
Q2 		$50.1K Hold
787
– – 0.02% 293
2025
Q1 		$45.2K Hold
787
– – 0.01% 381
2024
Q4 		$45.2K Hold
787
– – 0.01% 381
2024
Q3 		$53.6K Hold
787
– – 0.02% 352
2024
Q2 		$44.6K Hold
787
– – 0.02% 357
2024
Q1 		$47K Hold
787
– – 0.02% 359
2023
Q4 		$48.6K Hold
787
– – 0.02% 337
2023
Q3 		$45.8K Hold
787
– – 0.02% 334
2023
Q2 		$55.8K Buy
+787
New +$58.6K 0.03% 320
2022
Q4 		$66.8K Buy
+797
New +$63.2K 0.03% 307

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glass Jacobson Investment Advisors's ES Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 787 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #303.

Glass Jacobson Investment Advisors first reported a position in ES in Q4 2022 and has held it in 13 quarters since. The position peaked at $66.8K in Q4 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Glass Jacobson Investment Advisors held 787 shares of Eversource Energy worth $54.5K as of Q1 2026.
  • Glass Jacobson Investment Advisors left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #303 holding.
  • Glass Jacobson Investment Advisors first reported a position in Eversource Energy in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's Eversource Energy position peaked at $66.8K in Q4 2022.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.