JFS Wealth Advisors’s Eversource Energy ES Stock Holding History
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
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. 1,124 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.
- 1,124 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.