ClearBridge Investments (Australia)’s Eversource Energy ES Stock Holding History

ClearBridge Investments (Australia)’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 Q1	–	Sell	-1,469,123	Closed	-$84.4M	–	27
2024 Q4	$84.4M	Sell	1,469,123 -283,693	-16%	-$17.7M	2.21%	17
2024 Q3	$119M	Sell	1,752,816 -491,006	-22%	-$31.7M	2.99%	14
2024 Q2	$127M	Sell	2,243,822 -367,747	-14%	-$21.8M	3.72%	12
2024 Q1	$156M	Buy	+2,611,569	New	+$150M	4.45%	12
2018 Q2	–	Sell	-4,097	Closed	-$242K	–	48
2018 Q1	$242K	Buy	4,097 +386	+10%	+$22.8K	0.02%	30
2017 Q4	$235K	Buy	3,711 +232	+7%	+$14.7K	0.02%	30
2017 Q3	$211K	Buy	3,479 +2,924	+527%	+$180K	0.02%	31
2017 Q2	$34K	Buy	+555	New	+$33.7K	﹤0.01%	31

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ClearBridge Investments (Australia)'s ES Position: Q1 2025 in Review

ClearBridge Investments (Australia) sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 1,469,123 shares — an estimated $84.4M sold.

ClearBridge Investments (Australia) first reported a position in ES in Q2 2017 and held it in 8 quarters. The position peaked at $156M in Q1 2024. 887 funds tracked by Wall St. Rank hold ES as of Q1 2025.

ClearBridge Investments (Australia) reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
ClearBridge Investments (Australia) sold 1,469,123 Eversource Energy shares in Q1 2025, an estimated $84.4M.
ClearBridge Investments (Australia) first reported a position in Eversource Energy in Q2 2017 and held it in 8 quarters.
ClearBridge Investments (Australia)'s Eversource Energy position peaked at $156M in Q1 2024.
887 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on ClearBridge Investments (Australia)'s 13F filing for Q1 2025, filed 13 May 2025.