Massachusetts Financial Services
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Massachusetts Financial Services’s Eversource Energy ES Stock Holding History

Massachusetts Financial Services’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
Q1 		$53.7M Buy
+775,238
New +$54.8M 0.02% 466
2024
Q1 		– Sell
-1,639,775
Closed -$101M – 853
2023
Q4 		$101M Sell
1,639,775
-19,165
-1% -$1.1M 0.03% 377
2023
Q3 		$96.5M Sell
1,658,940
-4,411
-0.3% -$294K 0.03% 363
2023
Q2 		$118M Buy
1,663,351
+33,247
+2% +$2.48M 0.04% 339
2023
Q1 		$128M Buy
1,630,104
+14,079
+0.9% +$1.11M 0.04% 323
2022
Q4 		$135M Buy
1,616,025
+9,041
+0.6% +$717K 0.05% 302
2022
Q3 		$125M Buy
1,606,984
+11,718
+0.7% +$1.03M 0.05% 298
2022
Q2 		$135M Sell
1,595,266
-67,272
-4% -$5.98M 0.05% 301
2022
Q1 		$147M Sell
1,662,538
-24,418
-1% -$2.09M 0.04% 323
2021
Q4 		$153M Sell
1,686,956
-201,177
-11% -$17.3M 0.04% 322
2021
Q3 		$154M Buy
1,888,133
+30,102
+2% +$2.61M 0.05% 301
2021
Q2 		$149M Sell
1,858,031
-48,945
-3% -$4.12M 0.04% 318
2021
Q1 		$165M Buy
1,906,976
+79,484
+4% +$6.75M 0.05% 291
2020
Q4 		$158M Buy
1,827,492
+24,026
+1% +$2.14M 0.05% 281
2020
Q3 		$151M Buy
1,803,466
+92,063
+5% +$7.88M 0.05% 257
2020
Q2 		$143M Buy
1,711,403
+60,147
+4% +$4.98M 0.06% 261
2020
Q1 		$129M Buy
1,651,256
+55,619
+3% +$4.88M 0.06% 230
2019
Q4 		$136M Sell
1,595,637
-1,410
-0.1% -$117K 0.05% 271
2019
Q3 		$136M Buy
1,597,047
+23,888
+2% +$1.9M 0.05% 258
2019
Q2 		$119M Sell
1,573,159
-188,234
-11% -$13.8M 0.05% 276
2019
Q1 		$125M Sell
1,761,393
-126,715
-7% -$8.73M 0.05% 253
2018
Q4 		$123M Sell
1,888,108
-162,687
-8% -$10.6M 0.06% 231
2018
Q3 		$126M Buy
2,050,795
+67,132
+3% +$4.11M 0.05% 253
2018
Q2 		$116M Buy
1,983,663
+64,064
+3% +$3.69M 0.05% 256
2018
Q1 		$113M Buy
1,919,599
+144,605
+8% +$8.56M 0.05% 256
2017
Q4 		$112M Buy
1,774,994
+378,589
+27% +$23.9M 0.05% 256
2017
Q3 		$84.4M Sell
1,396,405
-142,055
-9% -$8.76M 0.04% 306
2017
Q2 		$93.4M Buy
1,538,460
+105,054
+7% +$6.38M 0.04% 275
2017
Q1 		$84.3M Buy
1,433,406
+27,642
+2% +$1.57M 0.04% 283
2016
Q4 		$77.6M Buy
1,405,764
+198,518
+16% +$10.6M 0.04% 287
2016
Q3 		$65.4M Buy
1,207,246
+41,880
+4% +$2.36M 0.03% 300
2016
Q2 		$69.8M Buy
1,165,366
+9,336
+0.8% +$528K 0.04% 290
2016
Q1 		$67.4M Sell
1,156,030
-7,133
-0.6% -$389K 0.04% 292
2015
Q4 		$59.4M Buy
1,163,163
+36,857
+3% +$1.88M 0.03% 316
2015
Q3 		$57M Buy
1,126,306
+184,210
+20% +$8.87M 0.03% 315
2015
Q2 		$42.8M Sell
942,096
-839,388
-47% -$40.7M 0.02% 374
2015
Q1 		$90M Sell
1,781,484
-616,427
-26% -$32.4M 0.05% 265
2014
Q4 		$128M Sell
2,397,911
-3,745,853
-61% -$187M 0.07% 223
2014
Q3 		$272M Buy
6,143,764
+535,939
+10% +$24.1M 0.14% 151
2014
Q2 		$265M Sell
5,607,825
-1,529,085
-21% -$70.1M 0.14% 156
2014
Q1 		$325M Buy
7,136,910
+554,840
+8% +$24.2M 0.18% 126
2013
Q4 		$279M Buy
6,582,070
+3,583,432
+120% +$150M 0.16% 143
2013
Q3 		$124M Buy
2,998,638
+273,029
+10% +$11.5M 0.08% 215
2013
Q2 		$115M Buy
+2,725,609
New +$118M 0.08% 217

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services's ES Position: Q1 2026 in Review

Massachusetts Financial Services opened a new position in Eversource Energy (ES) in Q1 2026: 775,238 shares worth $53.7M. The stake represents 0.02% of the portfolio and ranks #466 among its holdings. This is a return to the name: Massachusetts Financial Services previously reported a position in ES as recently as Q4 2023.

Massachusetts Financial Services first reported a position in ES in Q2 2013 and has held it in 44 quarters since. The position peaked at $325M in Q1 2014. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Massachusetts Financial Services held 775,238 shares of Eversource Energy worth $53.7M as of Q1 2026.
  • Eversource Energy was a new Massachusetts Financial Services position in Q1 2026.
  • Eversource Energy made up 0.02% of Massachusetts Financial Services's portfolio in Q1 2026, its #466 holding.
  • Massachusetts Financial Services first reported a position in Eversource Energy in Q2 2013 and has held it in 44 quarters since.
  • Massachusetts Financial Services's Eversource Energy position peaked at $325M in Q1 2014.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.