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Joel Greenblatt’s Eversource Energy ES Stock Holding History

Joel Greenblatt’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 		$6.09M Buy
84,265
+5,834
+7% +$404K 0.01% 911
2026
Q1 		$5.43M Sell
78,431
-132,658
-63% -$9.37M 0.02% 847
2025
Q4 		$14.2M Buy
211,089
+72,677
+53% +$5.1M 0.05% 524
2025
Q3 		$9.85M Buy
138,412
+16,016
+13% +$1.05M 0.04% 581
2025
Q2 		$7.79M Buy
122,396
+111,395
+1,013% +$6.86M 0.05% 539
2025
Q1 		$683K Buy
11,001
+7,271
+195% +$434K 0.01% 1125
2024
Q4 		$214K Sell
3,730
-218
-6% -$13.6K ﹤0.01% 1350
2024
Q3 		$269K Buy
+3,948
New +$255K ﹤0.01% 1270
2024
Q2 		– Sell
-4,088
Closed -$244K – 1441
2024
Q1 		$244K Sell
4,088
-3,891
-49% -$224K ﹤0.01% 1243
2023
Q4 		$492K Buy
+7,979
New +$460K 0.01% 996
2020
Q2 		– Sell
-3,866
Closed -$302K – 1100
2020
Q1 		$302K Buy
+3,866
New +$339K 0.01% 835
2019
Q2 		– Sell
-11,231
Closed -$797K – 1176
2019
Q1 		$797K Buy
11,231
+1,192
+12% +$82.1K 0.01% 717
2018
Q4 		$653K Buy
+10,039
New +$654K 0.01% 715
2017
Q2 		– Sell
-10,406
Closed -$612K – 994
2017
Q1 		$612K Buy
10,406
+5,510
+113% +$313K 0.01% 733
2016
Q4 		$270K Buy
+4,896
New +$262K ﹤0.01% 831

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

Joel Greenblatt's ES Position: Q2 2026 in Review

Joel Greenblatt increased its Eversource Energy (ES) stake by 7.4% in Q2 2026, buying an estimated $404K and bringing the position to 84,265 shares worth $6.09M. The position accounts for 0.01% of the portfolio, ranked #911.

Joel Greenblatt first reported a position in ES in Q4 2016 and has held it in 15 quarters since. The position peaked at $14.2M in Q4 2025. 1,117 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Joel Greenblatt held 84,265 shares of Eversource Energy worth $6.09M as of Q2 2026.
  • Joel Greenblatt bought 5,834 Eversource Energy shares in Q2 2026, an estimated $404K.
  • Eversource Energy made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #911 holding.
  • Joel Greenblatt first reported a position in Eversource Energy in Q4 2016 and has held it in 15 quarters since.
  • Joel Greenblatt's Eversource Energy position peaked at $14.2M in Q4 2025.
  • 1,117 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.