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JB Capital’s Eversource Energy ES Stock Holding History

JB Capital’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 		$1.63M Buy
23,591
+927
+4% +$65.5K 0.07% 117
2025
Q4 		$1.53M Buy
22,664
+187
+0.8% +$13.1K 0.06% 123
2025
Q3 		$1.6M Buy
22,477
+991
+5% +$65K 0.07% 121
2025
Q2 		$1.37M Buy
21,486
+149
+0.7% +$9.18K 0.07% 116
2025
Q1 		$1.33M Buy
21,337
+1,700
+9% +$101K 0.07% 110
2024
Q4 		$1.13M Sell
19,637
-988
-5% -$61.6K 0.06% 109
2024
Q3 		$1.4M Buy
20,625
+666
+3% +$43K 0.08% 107
2024
Q2 		$1.13M Sell
19,959
-1,563
-7% -$92.7K 0.07% 109
2024
Q1 		$1.29M Buy
21,522
+141
+0.7% +$8.11K 0.09% 103
2023
Q4 		$1.32M Buy
21,381
+858
+4% +$49.5K 0.1% 94
2023
Q3 		$1.19M Buy
20,523
+1,538
+8% +$103K 0.1% 90
2023
Q2 		$1.35M Buy
18,985
+1,261
+7% +$93.9K 0.11% 78
2023
Q1 		$1.39M Sell
17,724
-1,513
-8% -$120K 0.13% 76
2022
Q4 		$1.61M Sell
19,237
-56
-0.3% -$4.44K 0.16% 74
2022
Q3 		$1.5M Sell
19,293
-8,488
-31% -$748K 0.17% 78
2022
Q2 		$2.35M Buy
27,781
+406
+1% +$36.1K 0.25% 51
2022
Q1 		$2.42M Sell
27,375
-4,885
-15% -$418K 0.24% 49
2021
Q4 		$2.94M Buy
32,260
+10,147
+46% +$873K 0.29% 40
2021
Q3 		$1.81M Buy
+22,113
New +$1.92M 0.23% 67

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

JB Capital's ES Position: Q1 2026 in Review

JB Capital increased its Eversource Energy (ES) stake by 4.1% in Q1 2026, buying an estimated $65.5K and bringing the position to 23,591 shares worth $1.63M. The position accounts for 0.07% of the portfolio, ranked #117.

JB Capital first reported a position in ES in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.94M in Q4 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • JB Capital held 23,591 shares of Eversource Energy worth $1.63M as of Q1 2026.
  • JB Capital bought 927 Eversource Energy shares in Q1 2026, an estimated $65.5K.
  • Eversource Energy made up 0.07% of JB Capital's portfolio in Q1 2026, its #117 holding.
  • JB Capital first reported a position in Eversource Energy in Q3 2021 and has held it in 19 quarters since.
  • JB Capital's Eversource Energy position peaked at $2.94M in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.