BA
ES icon

Bridgewater Associates’s Eversource Energy ES Stock Holding History

Bridgewater Associates’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 		$86.4M Buy
+1,195,140
New +$82.8M 0.35% 48
2024
Q2 		– Sell
-5,301
Closed -$317K – 897
2024
Q1 		$317K Sell
5,301
-4,157
-44% -$239K ﹤0.01% 654
2023
Q4 		$584K Sell
9,458
-201
-2% -$11.6K ﹤0.01% 692
2023
Q3 		$562K Buy
9,659
+1,636
+20% +$109K ﹤0.01% 681
2023
Q2 		$569K Buy
8,023
+1,182
+17% +$88K ﹤0.01% 638
2023
Q1 		$535K Sell
6,841
-109,098
-94% -$8.62M ﹤0.01% 641
2022
Q4 		$9.72M Buy
115,939
+61,993
+115% +$4.92M 0.05% 255
2022
Q3 		$4.21M Sell
53,946
-66,987
-55% -$5.9M 0.02% 420
2022
Q2 		$10.2M Buy
120,933
+39,873
+49% +$3.54M 0.04% 325
2022
Q1 		$7.15M Buy
81,060
+62,027
+326% +$5.3M 0.03% 373
2021
Q4 		$1.73M Sell
19,033
-892
-4% -$76.7K 0.01% 479
2021
Q3 		$1.63M Buy
19,925
+608
+3% +$52.8K 0.01% 463
2021
Q2 		$1.55M Buy
+19,317
New +$1.63M 0.01% 529
2020
Q3 		– Sell
-5,692
Closed -$474K – 465
2020
Q2 		$474K Sell
5,692
-4,356
-43% -$361K 0.01% 267
2020
Q1 		$786K Buy
+10,048
New +$882K 0.02% 231
2019
Q1 		– Sell
-17,573
Closed -$1.14M – 371
2018
Q4 		$1.14M Buy
17,573
+5,369
+44% +$350K 0.01% 311
2018
Q3 		$750K Buy
12,204
+6,078
+99% +$372K 0.01% 247
2018
Q2 		$359K Sell
6,126
-3,523
-37% -$203K ﹤0.01% 391
2018
Q1 		$569K Buy
+9,649
New +$571K 0.01% 375
2017
Q4 		– Sell
-14,772
Closed -$893K – 277
2017
Q3 		$893K Buy
+14,772
New +$911K 0.01% 225
2015
Q3 		– Sell
-10,724
Closed -$487K – 459
2015
Q2 		$487K Buy
+10,724
New +$520K ﹤0.01% 265

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

Bridgewater Associates's ES Position: Q2 2026 in Review

Bridgewater Associates opened a new position in Eversource Energy (ES) in Q2 2026: 1,195,140 shares worth $86.4M. The stake represents 0.35% of the portfolio and ranks #48 among its holdings. This is a return to the name: Bridgewater Associates previously reported a position in ES as recently as Q1 2024.

Bridgewater Associates first reported a position in ES in Q2 2015 and has held it in 21 quarters since. 1,120 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bridgewater Associates held 1,195,140 shares of Eversource Energy worth $86.4M as of Q2 2026.
  • Eversource Energy was a new Bridgewater Associates position in Q2 2026.
  • Eversource Energy made up 0.35% of Bridgewater Associates's portfolio in Q2 2026, its #48 holding.
  • Bridgewater Associates first reported a position in Eversource Energy in Q2 2015 and has held it in 21 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.