Jupiter Asset Management’s Eversource Energy ES Stock Holding History

Jupiter Asset 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	$289K	Sell	4,001 -553,405	-99%	-$38.3M	﹤0.01%	487
2026 Q1	$38.6M	Buy	+557,406	New	+$39.4M	0.21%	138
2023 Q4	–	Sell	-20,315	Closed	-$1.18M	–	482
2023 Q3	$1.18M	Sell	20,315 -72,768	-78%	-$4.85M	0.01%	387
2023 Q2	$6.6M	Sell	93,083 -77,790	-46%	-$5.79M	0.07%	252
2023 Q1	$13.4M	Buy	+170,873	New	+$13.5M	0.18%	157
2022 Q4	–	Sell	-45,718	Closed	-$3.56M	–	496
2022 Q3	$3.56M	Buy	45,718 +10,563	+30%	+$931K	0.06%	281
2022 Q2	$2.97M	Buy	+35,155	New	+$3.12M	0.04%	317
2022 Q1	–	Sell	-2,635	Closed	-$240K	–	546
2021 Q4	$240K	Buy	+2,635	New	+$227K	﹤0.01%	528

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jupiter Asset Management's ES Position: Q2 2026 in Review

Jupiter Asset Management reduced its Eversource Energy (ES) stake by 99% in Q2 2026, selling an estimated $38.3M and leaving 4,001 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Jupiter Asset Management first reported a position in ES in Q4 2021 and has held it in 8 quarters since. The position peaked at $38.6M in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Jupiter Asset Management held 4,001 shares of Eversource Energy worth $289K as of Q2 2026.
Jupiter Asset Management sold 553,405 Eversource Energy shares in Q2 2026, an estimated $38.3M.
Eversource Energy made up ﹤0.01% of Jupiter Asset Management's portfolio in Q2 2026, its #487 holding.
Jupiter Asset Management first reported a position in Eversource Energy in Q4 2021 and has held it in 8 quarters since.
Jupiter Asset Management's Eversource Energy position peaked at $38.6M in Q1 2026.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.