JWA
ES icon

JFS Wealth Advisors’s Eversource Energy ES Stock Holding History

JFS Wealth Advisors’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 		$13.1K Buy
181
+12
+7% +$831 ﹤0.01% 897
2026
Q1 		$11.7K Buy
169
+74
+78% +$5.23K ﹤0.01% 892
2025
Q4 		$6.4K Buy
95
+70
+280% +$4.92K ﹤0.01% 1140
2025
Q3 		$1.78K Sell
25
-7
-22% -$459 ﹤0.01% 1468
2025
Q2 		$2.04K Sell
32
-117
-79% -$7.21K ﹤0.01% 1388
2025
Q1 		$9.26K Buy
149
+64
+75% +$3.82K ﹤0.01% 903
2024
Q4 		$4.88K Sell
85
-36
-30% -$2.24K ﹤0.01% 1131
2024
Q3 		$8.23K Buy
121
+46
+61% +$2.97K ﹤0.01% 925
2024
Q2 		$4.25K Sell
75
-4
-5% -$237 ﹤0.01% 1127
2024
Q1 		$4.72K Sell
79
-14
-15% -$805 ﹤0.01% 1124
2023
Q4 		$5.74K Buy
93
+68
+272% +$3.92K ﹤0.01% 999
2023
Q3 		$1.45K Sell
25
-44
-64% -$2.93K ﹤0.01% 1483
2023
Q2 		$4.89K Sell
69
-42
-38% -$3.13K ﹤0.01% 1012
2023
Q1 		$8.69K Sell
111
-111
-50% -$8.77K ﹤0.01% 765
2022
Q4 		$18.6K Sell
222
-22
-9% -$1.75K ﹤0.01% 549
2022
Q3 		$19K Sell
244
-21
-8% -$1.85K ﹤0.01% 582
2022
Q2 		$22K Buy
265
+50
+23% +$4.44K ﹤0.01% 569
2022
Q1 		$19K Buy
215
+48
+29% +$4.11K ﹤0.01% 617
2021
Q4 		$15K Buy
167
+32
+24% +$2.75K ﹤0.01% 617
2021
Q3 		$11K Hold
135
– – ﹤0.01% 628
2021
Q2 		$11K Hold
135
– – ﹤0.01% 431
2021
Q1 		$12K Hold
135
– – ﹤0.01% 401
2020
Q4 		$12K Hold
135
– – ﹤0.01% 401
2020
Q3 		$11K Hold
135
– – ﹤0.01% 390
2020
Q2 		$11K Hold
135
– – ﹤0.01% 375
2020
Q1 		$11K Hold
135
– – ﹤0.01% 343
2019
Q4 		$11K Hold
135
– – ﹤0.01% 364
2019
Q3 		$12K Hold
135
– – ﹤0.01% 356
2019
Q2 		$10K Hold
135
– – ﹤0.01% 365
2019
Q1 		$10K Hold
135
– – ﹤0.01% 354
2018
Q4 		$9K Hold
135
– – ﹤0.01% 354
2018
Q3 		$8K Hold
135
– – ﹤0.01% 428
2018
Q2 		$8K Buy
+135
New +$7.77K ﹤0.01% 383

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JFS Wealth Advisors's ES Position: Q2 2026 in Review

JFS Wealth Advisors increased its Eversource Energy (ES) stake by 7.1% in Q2 2026, buying an estimated $831 and bringing the position to 181 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

JFS Wealth Advisors first reported a position in ES in Q2 2018 and has held it in 33 quarters since. The position peaked at $22K in Q2 2022. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • JFS Wealth Advisors held 181 shares of Eversource Energy worth $13.1K as of Q2 2026.
  • JFS Wealth Advisors bought 12 Eversource Energy shares in Q2 2026, an estimated $831.
  • Eversource Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #897 holding.
  • JFS Wealth Advisors first reported a position in Eversource Energy in Q2 2018 and has held it in 33 quarters since.
  • JFS Wealth Advisors's Eversource Energy position peaked at $22K in Q2 2022.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.