JIM
ES icon

Jupiter Investment Management’s Eversource Energy ES Stock Holding History

Jupiter Investment 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
2018
Q1 		– Sell
-426,714
Closed -$27M – 388
2017
Q4 		$27M Sell
426,714
-438,360
-51% -$27.7M 0.25% 99
2017
Q3 		$52.3M Buy
865,074
+470,491
+119% +$29M 0.55% 62
2017
Q2 		$24M Buy
394,583
+127,973
+48% +$7.77M 0.29% 95
2017
Q1 		$15.7M Buy
+266,610
New +$15.2M 0.22% 96
2016
Q3 		– Sell
-44,828
Closed -$2.69M – 386
2016
Q2 		$2.69M Buy
+44,828
New +$2.54M 0.05% 230

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T
Thomaspartners Boston, Massachusetts $13.7B AUM 8.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jupiter Investment Management's ES Position: Q1 2018 in Review

Jupiter Investment Management sold out of Eversource Energy (ES) in Q1 2018, closing a stake of 426,714 shares — an estimated $27M sold.

Jupiter Investment Management first reported a position in ES in Q2 2016 and held it in 5 quarters. The position peaked at $52.3M in Q3 2017. 622 funds tracked by Wall St. Rank hold ES as of Q1 2018.

  • Jupiter Investment Management reported no remaining Eversource Energy position as of Q1 2018 after selling out during the quarter.
  • Jupiter Investment Management sold 426,714 Eversource Energy shares in Q1 2018, an estimated $27M.
  • Jupiter Investment Management first reported a position in Eversource Energy in Q2 2016 and held it in 5 quarters.
  • Jupiter Investment Management's Eversource Energy position peaked at $52.3M in Q3 2017.
  • 622 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2018.

Based on Jupiter Investment Management's 13F filing for Q1 2018, filed 14 May 2018.