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Jefferies Financial Group’s Eversource Energy ES Stock Holding History

Jefferies Financial Group’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
2025
Q1 		– Sell
-4,100
Closed -$235K – 1725
2024
Q4 		$235K Buy
+4,100
New +$256K ﹤0.01% 1341
2023
Q2 		– Sell
-23,000
Closed -$1.8M – 1772
2023
Q1 		$1.8M Buy
+23,000
New +$1.82M 0.01% 690

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Jefferies Financial Group's ES Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Eversource Energy (ES) in Q2 2026: 334,254 shares worth $24.2M. The stake represents 0.16% of the portfolio and ranks #124 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in ES as recently as Q3 2023.

Jefferies Financial Group first reported a position in ES in Q1 2023 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Jefferies Financial Group held 334,254 shares of Eversource Energy worth $24.2M as of Q2 2026.
  • Eversource Energy was a new Jefferies Financial Group position in Q2 2026.
  • Eversource Energy made up 0.16% of Jefferies Financial Group's portfolio in Q2 2026, its #124 holding.
  • Jefferies Financial Group first reported a position in Eversource Energy in Q1 2023 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.