Jackson Grant Investment Advisers’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.6K | Hold |
874
| – | – | 0.02% | 192 |
|
|
2025
Q4 | $58.9K | Hold |
874
| – | – | 0.02% | 189 |
|
|
2025
Q3 | $62.2K | Hold |
874
| – | – | 0.02% | 189 |
|
|
2025
Q2 | $55.6K | Hold |
874
| – | – | 0.02% | 175 |
|
|
2025
Q1 | $54.3K | Hold |
874
| – | – | 0.02% | 171 |
|
|
2024
Q4 | $50.2K | Hold |
874
| – | – | 0.02% | 180 |
|
|
2024
Q3 | $59.5K | Hold |
874
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $49.6K | Hold |
874
| – | – | 0.02% | 180 |
|
|
2024
Q1 | $52.3K | Hold |
874
| – | – | 0.02% | 172 |
|
|
2023
Q4 | $54K | Hold |
874
| – | – | 0.02% | 168 |
|
|
2023
Q3 | $50.8K | Hold |
874
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $62K | Hold |
874
| – | – | 0.03% | 157 |
|
|
2023
Q1 | $68.4K | Hold |
874
| – | – | 0.03% | 165 |
|
|
2022
Q4 | $73.3K | Hold |
874
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $68K | Hold |
874
| – | – | 0.04% | 150 |
|
|
2022
Q2 | $74K | Hold |
874
| – | – | 0.04% | 150 |
|
|
2022
Q1 | $77K | Hold |
874
| – | – | 0.03% | 165 |
|
|
2021
Q4 | $80K | Hold |
874
| – | – | 0.04% | 135 |
|
|
2021
Q3 | $71K | Hold |
874
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $70K | Hold |
874
| – | – | 0.03% | 173 |
|
|
2021
Q1 | $76K | Hold |
874
| – | – | 0.04% | 163 |
|
|
2020
Q4 | $76K | Hold |
874
| – | – | 0.04% | 152 |
|
|
2020
Q3 | $73K | Hold |
874
| – | – | 0.04% | 126 |
|
|
2020
Q2 | $73K | Hold |
874
| – | – | 0.05% | 125 |
|
|
2020
Q1 | $68K | Hold |
874
| – | – | 0.05% | 125 |
|
|
2019
Q4 | $74K | Buy |
874
+5
| +0.6% | +$416 | 0.04% | 133 |
|
|
2019
Q3 | $74K | Buy |
869
+6
| +0.7% | +$477 | 0.04% | 133 |
|
|
2019
Q2 | $65K | Buy |
863
+6
| +0.7% | +$439 | 0.04% | 136 |
|
|
2019
Q1 | $61K | Buy |
857
+6
| +0.7% | +$413 | 0.04% | 135 |
|
|
2018
Q4 | $55K | Buy |
851
+6
| +0.7% | +$391 | 0.04% | 139 |
|
|
2018
Q3 | $52K | Buy |
845
+7
| +0.8% | +$428 | 0.03% | 144 |
|
|
2018
Q2 | $49K | Buy |
838
+15
| +2% | +$863 | 0.03% | 149 |
|
|
2018
Q1 | $49K | Hold |
823
| – | – | 0.03% | 147 |
|
|
2017
Q4 | $52K | Buy |
823
+6
| +0.7% | +$379 | 0.04% | 141 |
|
|
2017
Q3 | $49K | Buy |
+817
| New | +$50.4K | 0.04% | 143 |
|
Other funds holding ES
VCM
VPM
MAM
Jackson Grant Investment Advisers's ES Position: Q1 2026 in Review
Jackson Grant Investment Advisers held its Eversource Energy (ES) position steady in Q1 2026 at 874 shares worth $60.6K. The position accounts for 0.02% of the portfolio, ranked #192.
Jackson Grant Investment Advisers first reported a position in ES in Q3 2017 and has held it in 35 quarters since. The position peaked at $80K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Jackson Grant Investment Advisers held 874 shares of Eversource Energy worth $60.6K as of Q1 2026.
- Jackson Grant Investment Advisers left its Eversource Energy share count unchanged in Q1 2026.
- Eversource Energy made up 0.02% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #192 holding.
- Jackson Grant Investment Advisers first reported a position in Eversource Energy in Q3 2017 and has held it in 35 quarters since.
- Jackson Grant Investment Advisers's Eversource Energy position peaked at $80K in Q4 2021.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.