JC
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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
Q2 		$1.63M Sell
22,610
-981
-4% -$67.9K 0.06% 120
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 $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

JB Capital's ES Position: Q2 2026 in Review

JB Capital reduced its Eversource Energy (ES) stake by 4.2% in Q2 2026, selling an estimated $67.9K and leaving 22,610 shares worth $1.63M. The position accounts for 0.06% of the portfolio, ranked #120.

JB Capital first reported a position in ES in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.94M in Q4 2021. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • JB Capital held 22,610 shares of Eversource Energy worth $1.63M as of Q2 2026.
  • JB Capital sold 981 Eversource Energy shares in Q2 2026, an estimated $67.9K.
  • Eversource Energy made up 0.06% of JB Capital's portfolio in Q2 2026, its #120 holding.
  • JB Capital first reported a position in Eversource Energy in Q3 2021 and has held it in 20 quarters since.
  • JB Capital's Eversource Energy position peaked at $2.94M in Q4 2021.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.