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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
Q2 		$1.04M Buy
14,665
+9,419
+180% +$652K 0.02% 382
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

J. Safra Sarasin Holding's ES Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its Eversource Energy (ES) stake by 180% in Q2 2026, buying an estimated $652K and bringing the position to 14,665 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #382.

J. Safra Sarasin Holding first reported a position in ES in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.7M in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • J. Safra Sarasin Holding held 14,665 shares of Eversource Energy worth $1.04M as of Q2 2026.
  • J. Safra Sarasin Holding bought 9,419 Eversource Energy shares in Q2 2026, an estimated $652K.
  • Eversource Energy made up 0.02% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #382 holding.
  • J. Safra Sarasin Holding first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • J. Safra Sarasin Holding's Eversource Energy position peaked at $1.7M in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.