Marshall Wace
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Marshall Wace’s Eversource Energy ES Stock Holding History

Marshall Wace’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 		– Sell
-507,581
Closed -$36.1M – 3103
2025
Q3 		$36.1M Sell
507,581
-15,899
-3% -$1.04M 0.04% 431
2025
Q2 		$33.3M Buy
523,480
+484,517
+1,244% +$29.9M 0.04% 408
2025
Q1 		$2.42M Sell
38,963
-14,216
-27% -$848K ﹤0.01% 1393
2024
Q4 		$3.05M Buy
53,179
+30,455
+134% +$1.9M ﹤0.01% 1278
2024
Q3 		$1.55M Buy
+22,724
New +$1.47M ﹤0.01% 1468
2023
Q3 		– Sell
-82,190
Closed -$5.83M – 2322
2023
Q2 		$5.83M Sell
82,190
-54,552
-40% -$4.06M 0.01% 952
2023
Q1 		$10.7M Buy
+136,742
New +$10.8M 0.02% 689
2022
Q4 		– Sell
-695,707
Closed -$54.2M – 3062
2022
Q3 		$54.2M Sell
695,707
-948,070
-58% -$83.6M 0.12% 173
2022
Q2 		$139M Sell
1,643,777
-197,892
-11% -$17.6M 0.29% 67
2022
Q1 		$162M Buy
1,841,669
+1,808,126
+5,390% +$155M 0.31% 56
2021
Q4 		$3.05M Buy
+33,543
New +$2.89M 0.01% 1763
2021
Q3 		– Sell
-67,117
Closed -$5.39M – 3124
2021
Q2 		$5.39M Buy
67,117
+55,896
+498% +$4.71M 0.02% 797
2021
Q1 		$972K Sell
11,221
-24,978
-69% -$2.12M ﹤0.01% 1678
2020
Q4 		$3.13M Buy
+36,199
New +$3.22M 0.02% 757
2020
Q2 		– Sell
-878
Closed -$69K – 1652
2020
Q1 		$69K Buy
+878
New +$77K ﹤0.01% 1380

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Marshall Wace's ES Position: Q4 2025 in Review

Marshall Wace sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 507,581 shares — an estimated $36.1M sold.

Marshall Wace first reported a position in ES in Q1 2020 and held it in 15 quarters. The position peaked at $162M in Q1 2022. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Marshall Wace reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Marshall Wace sold 507,581 Eversource Energy shares in Q4 2025, an estimated $36.1M.
  • Marshall Wace first reported a position in Eversource Energy in Q1 2020 and held it in 15 quarters.
  • Marshall Wace's Eversource Energy position peaked at $162M in Q1 2022.
  • 1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.