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Brandywine Global Investment Management’s Eversource Energy ES Stock Holding History

Brandywine Global 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
2025
Q4 		$55.8M Buy
829,120
+36,690
+5% +$2.58M 0.37% 77
2025
Q3 		$56.4M Buy
+792,430
New +$52M 0.39% 72
2023
Q3 		– Sell
-176,098
Closed -$12.5M – 707
2023
Q2 		$12.5M Sell
176,098
-16,746
-9% -$1.25M 0.1% 197
2023
Q1 		$15.1M Sell
192,844
-13,424
-7% -$1.06M 0.12% 171
2022
Q4 		$17.3M Sell
206,268
-15,861
-7% -$1.26M 0.14% 157
2022
Q3 		$17.3M Sell
222,129
-4,439
-2% -$391K 0.16% 143
2022
Q2 		$19.1M Sell
226,568
-14,356
-6% -$1.28M 0.17% 141
2022
Q1 		$21.2M Sell
240,924
-9,187
-4% -$786K 0.16% 149
2021
Q4 		$22.8M Buy
+250,111
New +$21.5M 0.16% 144
2020
Q1 		– Sell
-222,685
Closed -$18.5M – 828
2019
Q4 		$18.5M Sell
222,685
-13,507
-6% -$1.12M 0.13% 150
2019
Q3 		$20.2M Sell
236,192
-19,179
-8% -$1.52M 0.15% 134
2019
Q2 		$19.3M Sell
255,371
-8,420
-3% -$616K 0.13% 145
2019
Q1 		$18.7M Sell
263,791
-6,554
-2% -$451K 0.13% 138
2018
Q4 		$17.6M Sell
270,345
-1,845
-0.7% -$120K 0.13% 150
2018
Q3 		$16.7M Sell
272,190
-10,302
-4% -$630K 0.1% 166
2018
Q2 		$16.6M Sell
282,492
-4,635
-2% -$267K 0.11% 159
2018
Q1 		$16.9M Buy
287,127
+500
+0.2% +$29.6K 0.11% 161
2017
Q4 		$18.1M Buy
286,627
+8,126
+3% +$514K 0.11% 156
2017
Q3 		$16.8M Sell
278,501
-9,849
-3% -$608K 0.11% 169
2017
Q2 		$17.5M Buy
288,350
+17,180
+6% +$1.04M 0.11% 164
2017
Q1 		$15.9M Sell
271,170
-2,770
-1% -$157K 0.1% 180
2016
Q4 		$15.1M Sell
273,940
-9,920
-3% -$530K 0.1% 185
2016
Q3 		$15.4M Sell
283,860
-4,490
-2% -$253K 0.1% 175
2016
Q2 		$17.3M Sell
288,350
-7,300
-2% -$413K 0.12% 157
2016
Q1 		$17.2M Sell
295,650
-3,200
-1% -$175K 0.11% 164
2015
Q4 		$15.3M Buy
298,850
+43,380
+17% +$2.21M 0.1% 178
2015
Q3 		$12.9M Buy
255,470
+44,720
+21% +$2.15M 0.08% 215
2015
Q2 		$9.57M Buy
210,750
+7,327
+4% +$355K 0.06% 290
2015
Q1 		$10.3M Buy
203,423
+4,620
+2% +$243K 0.07% 275
2014
Q4 		$10.6M Buy
198,803
+16,803
+9% +$838K 0.07% 261
2014
Q3 		$8.06M Buy
182,000
+31,450
+21% +$1.41M 0.06% 298
2014
Q2 		$7.12M Buy
150,550
+20,307
+16% +$931K 0.06% 293
2014
Q1 		$5.93M Buy
130,243
+1,127
+0.9% +$49.2K 0.05% 327
2013
Q4 		$5.47M Buy
129,116
+1,766
+1% +$74.1K 0.05% 334
2013
Q3 		$5.25M Buy
+127,350
New +$5.39M 0.05% 341

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Brandywine Global Investment Management's ES Position: Q4 2025 in Review

Brandywine Global Investment Management increased its Eversource Energy (ES) stake by 4.6% in Q4 2025, buying an estimated $2.58M and bringing the position to 829,120 shares worth $55.8M. The position accounts for 0.37% of the portfolio, ranked #77.

Brandywine Global Investment Management first reported a position in ES in Q3 2013 and has held it in 35 quarters since. The position peaked at $56.4M in Q3 2025. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Brandywine Global Investment Management held 829,120 shares of Eversource Energy worth $55.8M as of Q4 2025.
  • Brandywine Global Investment Management bought 36,690 Eversource Energy shares in Q4 2025, an estimated $2.58M.
  • Eversource Energy made up 0.37% of Brandywine Global Investment Management's portfolio in Q4 2025, its #77 holding.
  • Brandywine Global Investment Management first reported a position in Eversource Energy in Q3 2013 and has held it in 35 quarters since.
  • Brandywine Global Investment Management's Eversource Energy position peaked at $56.4M in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.