JSSH
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J. Safra Sarasin Holding’s Eversource Energy ES Stock Holding History

J. Safra Sarasin Holding’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 		$363K Buy
5,246
+244
+5% +$17.2K 0.01% 447
2025
Q4 		$337K Sell
5,002
-18,903
-79% -$1.33M 0.01% 453
2025
Q3 		$1.7M Buy
23,905
+17,023
+247% +$1.12M 0.03% 228
2025
Q2 		$438K Buy
6,882
+80
+1% +$4.93K 0.01% 375
2025
Q1 		$422K Buy
+6,802
New +$406K 0.01% 430

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

J. Safra Sarasin Holding's ES Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Eversource Energy (ES) stake by 4.9% in Q1 2026, buying an estimated $17.2K and bringing the position to 5,246 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #447.

J. Safra Sarasin Holding first reported a position in ES in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • J. Safra Sarasin Holding held 5,246 shares of Eversource Energy worth $363K as of Q1 2026.
  • J. Safra Sarasin Holding bought 244 Eversource Energy shares in Q1 2026, an estimated $17.2K.
  • Eversource Energy made up 0.01% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #447 holding.
  • J. Safra Sarasin Holding first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
  • J. Safra Sarasin Holding's Eversource Energy position peaked at $1.7M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.