Duff & Phelps Investment Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-424,140
| Closed | -$29.4M | – | 163 |
|
|
2026
Q1 | $29.4M | Sell |
424,140
-183,480
| -30% | -$13M | 0.31% | 85 |
|
|
2025
Q4 | $40.9M | Buy |
607,620
+114,593
| +23% | +$8.05M | 0.46% | 73 |
|
|
2025
Q3 | $35.1M | Buy |
493,027
+189,187
| +62% | +$12.4M | 0.4% | 79 |
|
|
2025
Q2 | $19.3M | Hold |
303,840
| – | – | 0.23% | 89 |
|
|
2025
Q1 | $18.9M | Sell |
303,840
-425,709
| -58% | -$25.4M | 0.22% | 88 |
|
|
2024
Q4 | $41.9M | Sell |
729,549
-107,301
| -13% | -$6.69M | 0.5% | 67 |
|
|
2024
Q3 | $56.9M | Sell |
836,850
-229,064
| -21% | -$14.8M | 0.65% | 57 |
|
|
2024
Q2 | $60.4M | Buy |
1,065,914
+36,112
| +4% | +$2.14M | 0.77% | 48 |
|
|
2024
Q1 | $61.6M | Buy |
1,029,802
+112,977
| +12% | +$6.5M | 0.74% | 51 |
|
|
2023
Q4 | $56.6M | Buy |
916,825
+165,685
| +22% | +$9.55M | 0.68% | 52 |
|
|
2023
Q3 | $43.7M | Sell |
751,140
-534,379
| -42% | -$35.6M | 0.58% | 60 |
|
|
2023
Q2 | $91.2M | Sell |
1,285,519
-242,776
| -16% | -$18.1M | 1.11% | 37 |
|
|
2023
Q1 | $120M | Sell |
1,528,295
-222,274
| -13% | -$17.6M | 1.45% | 21 |
|
|
2022
Q4 | $147M | Buy |
1,750,569
+7,721
| +0.4% | +$612K | 1.78% | 9 |
|
|
2022
Q3 | $136M | Buy |
1,742,848
+52,818
| +3% | +$4.65M | 1.71% | 15 |
|
|
2022
Q2 | $143M | Sell |
1,690,030
-53,784
| -3% | -$4.78M | 1.77% | 16 |
|
|
2022
Q1 | $154M | Buy |
1,743,814
+78,700
| +5% | +$6.73M | 1.78% | 13 |
|
|
2021
Q4 | $151M | Sell |
1,665,114
-53,741
| -3% | -$4.62M | 1.78% | 13 |
|
|
2021
Q3 | $141M | Sell |
1,718,855
-20,410
| -1% | -$1.77M | 1.83% | 8 |
|
|
2021
Q2 | $140M | Buy |
1,739,265
+299,240
| +21% | +$25.2M | 1.81% | 7 |
|
|
2021
Q1 | $125M | Buy |
1,440,025
+160
| +0% | +$13.6K | 1.7% | 9 |
|
|
2020
Q4 | $125M | Sell |
1,439,865
-116,635
| -7% | -$10.4M | 1.81% | 9 |
|
|
2020
Q3 | $130M | Hold |
1,556,500
| – | – | 2.02% | 7 |
|
|
2020
Q2 | $130M | Hold |
1,556,500
| – | – | 2.04% | 6 |
|
|
2020
Q1 | $122M | Sell |
1,556,500
-118,200
| -7% | -$10.4M | 2.12% | 6 |
|
|
2019
Q4 | $142M | Hold |
1,674,700
| – | – | 1.88% | 5 |
|
|
2019
Q3 | $143M | Hold |
1,674,700
| – | – | 1.94% | 2 |
|
|
2019
Q2 | $127M | Sell |
1,674,700
-149,900
| -8% | -$11M | 1.77% | 8 |
|
|
2019
Q1 | $129M | Buy |
1,824,600
+105,200
| +6% | +$7.24M | 1.95% | 7 |
|
|
2018
Q4 | $112M | Hold |
1,719,400
| – | – | 1.88% | 8 |
|
|
2018
Q3 | $106M | Hold |
1,719,400
| – | – | 1.6% | 15 |
|
|
2018
Q2 | $101M | Hold |
1,719,400
| – | – | 1.51% | 14 |
|
|
2018
Q1 | $101M | Hold |
1,719,400
| – | – | 1.58% | 12 |
|
|
2017
Q4 | $109M | Hold |
1,719,400
| – | – | 1.55% | 11 |
|
|
2017
Q3 | $104M | Sell |
1,719,400
-80,600
| -4% | -$4.97M | 1.46% | 14 |
|
|
2017
Q2 | $109M | Sell |
1,800,000
-55,865
| -3% | -$3.39M | 1.58% | 11 |
|
|
2017
Q1 | $109M | Sell |
1,855,865
-9,345
| -0.5% | -$531K | 1.54% | 11 |
|
|
2016
Q4 | $103M | Sell |
1,865,210
-14,995
| -0.8% | -$801K | 1.48% | 9 |
|
|
2016
Q3 | $102M | Buy |
1,880,205
+29,230
| +2% | +$1.65M | 1.43% | 11 |
|
|
2016
Q2 | $111M | Sell |
1,850,975
-1,310
| -0.1% | -$74.1K | 1.66% | 9 |
|
|
2016
Q1 | $108M | Sell |
1,852,285
-2,540
| -0.1% | -$139K | 1.71% | 13 |
|
|
2015
Q4 | $94.7M | Sell |
1,854,825
-207,465
| -10% | -$10.6M | 1.59% | 10 |
|
|
2015
Q3 | $104M | Sell |
2,062,290
-5,715
| -0.3% | -$275K | 1.69% | 11 |
|
|
2015
Q2 | $93.9M | Buy |
2,068,005
+1,240
| +0.1% | +$60.1K | 1.43% | 17 |
|
|
2015
Q1 | $104M | Buy |
2,066,765
+5,455
| +0.3% | +$287K | 1.45% | 17 |
|
|
2014
Q4 | $110M | Buy |
2,061,310
+4,835
| +0.2% | +$241K | 1.52% | 14 |
|
|
2014
Q3 | $91.1M | Sell |
2,056,475
-275
| -0% | -$12.4K | 1.3% | 19 |
|
|
2014
Q2 | $97.2M | Sell |
2,056,750
-7,200
| -0.3% | -$330K | 1.47% | 17 |
|
|
2014
Q1 | $93.9M | Buy |
2,063,950
+9,330
| +0.5% | +$407K | 1.56% | 12 |
|
|
2013
Q4 | $87.1M | Sell |
2,054,620
-2,630
| -0.1% | -$110K | 1.52% | 13 |
|
|
2013
Q3 | $84.9M | Buy |
2,057,250
+1,030
| +0.1% | +$43.6K | 1.47% | 16 |
|
|
2013
Q2 | $86.4M | Buy |
+2,056,220
| New | +$88.9M | 1.5% | 14 |
|
Other funds holding ES
Duff & Phelps Investment Management's ES Position: Q2 2026 in Review
Duff & Phelps Investment Management sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 424,140 shares — an estimated $29.4M sold.
Duff & Phelps Investment Management first reported a position in ES in Q2 2013 and held it in 52 quarters. The position peaked at $154M in Q1 2022. 1,117 funds tracked by Wall St. Rank hold ES as of Q2 2026.
- Duff & Phelps Investment Management reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
- Duff & Phelps Investment Management sold 424,140 Eversource Energy shares in Q2 2026, an estimated $29.4M.
- Duff & Phelps Investment Management first reported a position in Eversource Energy in Q2 2013 and held it in 52 quarters.
- Duff & Phelps Investment Management's Eversource Energy position peaked at $154M in Q1 2022.
- 1,117 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.
Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.