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JPL Wealth Management’s Eversource Energy ES Stock Holding History

JPL Wealth Management’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 		$50.8K Sell
703
-103
-13% -$7.13K 0.01% 266
2026
Q1 		$55.8K Buy
+806
New +$57K 0.01% 223
2025
Q4 		– Sell
-618
Closed -$44K – 428
2025
Q3 		$44K Buy
+618
New +$40.5K 0.01% 267

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JPL Wealth Management's ES Position: Q2 2026 in Review

JPL Wealth Management reduced its Eversource Energy (ES) stake by 13% in Q2 2026, selling an estimated $7.13K and leaving 703 shares worth $50.8K. The position accounts for 0.01% of the portfolio, ranked #266.

JPL Wealth Management first reported a position in ES in Q3 2025 and has held it in 3 quarters since. The position peaked at $55.8K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • JPL Wealth Management held 703 shares of Eversource Energy worth $50.8K as of Q2 2026.
  • JPL Wealth Management sold 103 Eversource Energy shares in Q2 2026, an estimated $7.13K.
  • Eversource Energy made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #266 holding.
  • JPL Wealth Management first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Eversource Energy position peaked at $55.8K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.