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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
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 $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

JPL Wealth Management's ES Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Eversource Energy (ES) in Q1 2026: 806 shares worth $55.8K. The stake represents 0.01% of the portfolio and ranks #223 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ES as recently as Q3 2025.

JPL Wealth Management first reported a position in ES in Q3 2025 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • JPL Wealth Management held 806 shares of Eversource Energy worth $55.8K as of Q1 2026.
  • Eversource Energy was a new JPL Wealth Management position in Q1 2026.
  • Eversource Energy made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #223 holding.
  • JPL Wealth Management first reported a position in Eversource Energy in Q3 2025 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.