Jacobs Levy Equity Management’s Eversource Energy ES Stock Holding History

Jacobs Levy Equity 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	$2.76M	Buy	38,256 +3,926	+11%	+$272K	0.01%	537
2026 Q1	$2.38M	Buy	+34,330	New	+$2.43M	0.01%	551
2025 Q2	–	Sell	-14,142	Closed	-$878K	–	1074
2025 Q1	$878K	Buy	+14,142	New	+$844K	﹤0.01%	831
2022 Q4	–	Sell	-16,544	Closed	-$1.29M	–	965
2022 Q3	$1.29M	Buy	16,544 +10,691	+183%	+$942K	0.01%	655
2022 Q2	$494K	Sell	5,853 -83,499	-93%	-$7.42M	﹤0.01%	870
2022 Q1	$7.88M	Buy	+89,352	New	+$7.64M	0.05%	344
2019 Q4	–	Sell	-2,910	Closed	-$249K	–	1018
2019 Q3	$249K	Sell	2,910 -10,960	-79%	-$871K	﹤0.01%	807
2019 Q2	$1.05M	Sell	13,870 -490	-3%	-$35.9K	0.01%	634
2019 Q1	$1.02M	Hold	14,360	–	–	0.01%	656
2018 Q4	$934K	Sell	14,360 -1,360	-9%	-$88.6K	0.02%	607
2018 Q3	$966K	Sell	15,720 -440	-3%	-$26.9K	0.01%	653
2018 Q2	$947K	Buy	16,160 +12,710	+368%	+$732K	0.01%	678
2018 Q1	$203K	Hold	3,450	–	–	﹤0.01%	926
2017 Q4	$218K	Hold	3,450	–	–	﹤0.01%	891
2017 Q3	$209K	Hold	3,450	–	–	﹤0.01%	852
2017 Q2	$209K	Hold	3,450	–	–	﹤0.01%	828
2017 Q1	$203K	Buy	+3,450	New	+$196K	﹤0.01%	794

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jacobs Levy Equity Management's ES Position: Q2 2026 in Review

Jacobs Levy Equity Management increased its Eversource Energy (ES) stake by 11% in Q2 2026, buying an estimated $272K and bringing the position to 38,256 shares worth $2.76M. The position accounts for 0.01% of the portfolio, ranked #537.

Jacobs Levy Equity Management first reported a position in ES in Q1 2017 and has held it in 17 quarters since. The position peaked at $7.88M in Q1 2022. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Jacobs Levy Equity Management held 38,256 shares of Eversource Energy worth $2.76M as of Q2 2026.
Jacobs Levy Equity Management bought 3,926 Eversource Energy shares in Q2 2026, an estimated $272K.
Eversource Energy made up 0.01% of Jacobs Levy Equity Management's portfolio in Q2 2026, its #537 holding.
Jacobs Levy Equity Management first reported a position in Eversource Energy in Q1 2017 and has held it in 17 quarters since.
Jacobs Levy Equity Management's Eversource Energy position peaked at $7.88M in Q1 2022.
1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.