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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
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
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New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
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
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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