JFGIW
ES icon

Johnson Financial Group Inc (Wisconsin)’s Eversource Energy ES Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.88K Sell
56
-268
-83% -$18.9K ﹤0.01% 721
2025
Q4 		$21.8K Sell
324
-141
-30% -$9.9K ﹤0.01% 579
2025
Q3 		$33.1K Buy
465
+197
+74% +$12.9K ﹤0.01% 663
2025
Q2 		$17.1K Buy
+268
New +$16.5K ﹤0.01% 564
2024
Q1 		– Sell
-309
Closed -$19.1K – 842
2023
Q4 		$19.1K Sell
309
-2
-0.6% -$115 ﹤0.01% 563
2023
Q3 		$18.1K Sell
311
-62
-17% -$4.13K ﹤0.01% 490
2023
Q2 		$26.5K Buy
373
+111
+42% +$8.27K ﹤0.01% 464
2023
Q1 		$20.5K Buy
+262
New +$20.7K ﹤0.01% 488
2020
Q2 		– Sell
-132
Closed -$11K – 454
2020
Q1 		$11K Buy
+132
New +$11.6K ﹤0.01% 380
2019
Q4 		– Sell
-4
Closed – – 537
2019
Q3 		$0 Buy
+4
New +$318 ﹤0.01% 569
2017
Q2 		– Sell
-1,366
Closed -$80K – 580
2017
Q1 		$80K Hold
1,366
– – 0.01% 345
2016
Q4 		$76K Buy
1,366
+1,198
+713% +$64K 0.01% 355
2016
Q3 		$10K Sell
168
-1,030
-86% -$58.1K ﹤0.01% 587
2016
Q2 		$72K Sell
1,198
-44
-4% -$2.49K 0.01% 395
2016
Q1 		$72K Hold
1,242
– – 0.01% 342
2015
Q4 		$63K Buy
1,242
+102
+9% +$5.19K 0.01% 355
2015
Q3 		$58K Buy
1,140
+9
+0.8% +$434 0.01% 444
2015
Q2 		$51K Buy
+1,131
New +$54.8K 0.01% 489
2015
Q1 		– Sell
-1,106
Closed -$60K – 834
2014
Q4 		$60K Sell
1,106
-128
-10% -$6.38K 0.01% 463
2014
Q3 		$54K Buy
1,234
+62
+5% +$2.79K 0.01% 437
2014
Q2 		$55K Sell
1,172
-180
-13% -$8.25K 0.01% 440
2014
Q1 		$62K Hold
1,352
– – 0.02% 335
2013
Q4 		$57K Hold
1,352
– – 0.02% 353
2013
Q3 		$56K Sell
1,352
-1,180
-47% -$49.9K 0.02% 376
2013
Q2 		$106K Buy
+2,532
New +$109K 0.03% 311

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

Johnson Financial Group Inc (Wisconsin)'s ES Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Eversource Energy (ES) stake by 83% in Q1 2026, selling an estimated $18.9K and leaving 56 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Johnson Financial Group Inc (Wisconsin) first reported a position in ES in Q2 2013 and has held it in 25 quarters since. The position peaked at $106K in Q2 2013. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 56 shares of Eversource Energy worth $3.88K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 268 Eversource Energy shares in Q1 2026, an estimated $18.9K.
  • Eversource Energy made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #721 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Eversource Energy in Q2 2013 and has held it in 25 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Eversource Energy position peaked at $106K in Q2 2013.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.