JTWM
ES icon

Jackson Thornton Wealth Management’s Eversource Energy ES Stock Holding History

Jackson Thornton Wealth Management’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 		$274K Buy
3,911
+621
+19% +$43.9K 0.02% 207
2025
Q4 		$222K Buy
+3,290
New +$231K 0.02% 280

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

Jackson Thornton Wealth Management's ES Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Eversource Energy (ES) stake by 19% in Q1 2026, buying an estimated $43.9K and bringing the position to 3,911 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #207.

Jackson Thornton Wealth Management first reported a position in ES in Q4 2025 and has held it in 2 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Jackson Thornton Wealth Management held 3,911 shares of Eversource Energy worth $274K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 621 Eversource Energy shares in Q1 2026, an estimated $43.9K.
  • Eversource Energy made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Jackson Thornton Wealth Management first reported a position in Eversource Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.