JTWM
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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
Q2 		$598K Buy
8,281
+4,370
+112% +$303K 0.05% 124
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 $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

Jackson Thornton Wealth Management's ES Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Eversource Energy (ES) stake by 112% in Q2 2026, buying an estimated $303K and bringing the position to 8,281 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #124.

Jackson Thornton Wealth Management first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Jackson Thornton Wealth Management held 8,281 shares of Eversource Energy worth $598K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 4,370 Eversource Energy shares in Q2 2026, an estimated $303K.
  • Eversource Energy made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Jackson Thornton Wealth Management first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.