Jones Financial Companies
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Jones Financial Companies’s Eversource Energy ES Stock Holding History

Jones Financial Companies’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 		$3.94M Buy
58,089
+21,213
+58% +$1.5M ﹤0.01% 1168
2025
Q4 		$2.48M Buy
36,876
+14,507
+65% +$1.02M ﹤0.01% 868
2025
Q3 		$1.56M Buy
22,369
+4,934
+28% +$323K ﹤0.01% 953
2025
Q2 		$1.1M Buy
17,435
+5,694
+48% +$351K ﹤0.01% 968
2025
Q1 		$718K Buy
11,741
+5,826
+98% +$348K ﹤0.01% 983
2024
Q4 		$340K Buy
5,915
+1,840
+45% +$115K ﹤0.01% 1143
2024
Q3 		$276K Buy
4,075
+1,668
+69% +$108K ﹤0.01% 1032
2024
Q2 		$136K Buy
2,407
+1,470
+157% +$87.2K ﹤0.01% 943
2024
Q1 		$56K Buy
937
+42
+5% +$2.42K ﹤0.01% 709
2023
Q4 		$55.2K Sell
895
-40
-4% -$2.31K ﹤0.01% 460
2023
Q3 		$54.4K Sell
935
-714
-43% -$47.6K ﹤0.01% 357
2023
Q2 		$117K Buy
1,649
+96
+6% +$7.15K ﹤0.01% 297
2023
Q1 		$122K Buy
1,553
+291
+23% +$23K ﹤0.01% 297
2022
Q4 		$106K Buy
1,262
+62
+5% +$4.92K ﹤0.01% 302
2022
Q3 		$94K Sell
1,200
-146
-11% -$12.9K ﹤0.01% 288
2022
Q2 		$114K Sell
1,346
-502
-27% -$44.6K ﹤0.01% 276
2022
Q1 		$163K Sell
1,848
-78
-4% -$6.67K ﹤0.01% 268
2021
Q4 		$175K Sell
1,926
-4
-0.2% -$344 ﹤0.01% 269
2021
Q3 		$158K Sell
1,930
-17
-0.9% -$1.48K ﹤0.01% 238
2021
Q2 		$156K Sell
1,947
-793
-29% -$66.8K ﹤0.01% 241
2021
Q1 		$237K Buy
2,740
+708
+35% +$60.1K ﹤0.01% 212
2020
Q4 		$176K Buy
+2,032
New +$181K ﹤0.01% 217
2020
Q1 		– Sell
-2,506
Closed -$213K – 203
2019
Q4 		$213K Hold
2,506
– – ﹤0.01% 202
2019
Q3 		$214K Buy
+2,506
New +$199K ﹤0.01% 199
2018
Q2 		– Sell
-3,558
Closed -$210K – 209
2018
Q1 		$210K Buy
+3,558
New +$211K ﹤0.01% 207
2016
Q4 		– Sell
-4,188
Closed -$227K – 230
2016
Q3 		$227K Buy
4,188
+31
+0.7% +$1.75K ﹤0.01% 210
2016
Q2 		$249K Sell
4,157
-1,292
-24% -$73.1K ﹤0.01% 208
2016
Q1 		$318K Sell
5,449
-2,476
-31% -$135K ﹤0.01% 193
2015
Q4 		$405K Sell
7,925
-1,915
-19% -$97.4K ﹤0.01% 190
2015
Q3 		$498K Sell
9,840
-13,935
-59% -$671K ﹤0.01% 184
2015
Q2 		$1.08M Sell
23,775
-1,951
-8% -$94.6K 0.01% 148
2015
Q1 		$1.3M Sell
25,726
-3,523
-12% -$185K 0.01% 142
2014
Q4 		$1.57M Sell
29,249
-2,799
-9% -$140K 0.01% 136
2014
Q3 		$1.42M Buy
32,048
+1,388
+5% +$62.4K 0.01% 140
2014
Q2 		$1.45M Sell
30,660
-2,573
-8% -$118K 0.01% 135
2014
Q1 		$1.51M Buy
33,233
+406
+1% +$17.7K 0.01% 134
2013
Q4 		$1.39M Buy
32,827
+3,865
+13% +$162K 0.01% 138
2013
Q3 		$1.2M Buy
28,962
+8,714
+43% +$369K 0.01% 139
2013
Q2 		$851K Buy
+20,248
New +$876K 0.01% 151

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

Jones Financial Companies's ES Position: Q1 2026 in Review

Jones Financial Companies increased its Eversource Energy (ES) stake by 58% in Q1 2026, buying an estimated $1.5M and bringing the position to 58,089 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Jones Financial Companies first reported a position in ES in Q2 2013 and has held it in 39 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Jones Financial Companies held 58,089 shares of Eversource Energy worth $3.94M as of Q1 2026.
  • Jones Financial Companies bought 21,213 Eversource Energy shares in Q1 2026, an estimated $1.5M.
  • Eversource Energy made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1168 holding.
  • Jones Financial Companies first reported a position in Eversource Energy in Q2 2013 and has held it in 39 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.