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 Q2	$56.9K	Hold	787	–	–	0.02%	313
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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Glass Jacobson Investment Advisors's ES Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 787 shares worth $56.9K. The position accounts for 0.02% of the portfolio, ranked #313.

Glass Jacobson Investment Advisors first reported a position in ES in Q4 2022 and has held it in 14 quarters since. The position peaked at $66.8K in Q4 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Glass Jacobson Investment Advisors held 787 shares of Eversource Energy worth $56.9K as of Q2 2026.
Glass Jacobson Investment Advisors left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #313 holding.
Glass Jacobson Investment Advisors first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's Eversource Energy position peaked at $66.8K in Q4 2022.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.