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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
Q2 		– Sell
-56
Closed -$3.88K – 860
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

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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

Johnson Financial Group Inc (Wisconsin)'s ES Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 56 shares — an estimated $3.88K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in ES in Q2 2013 and held it in 25 quarters. The position peaked at $106K in Q2 2013. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 56 Eversource Energy shares in Q2 2026, an estimated $3.88K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Eversource Energy in Q2 2013 and held it in 25 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Eversource Energy position peaked at $106K in Q2 2013.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.