Wellington Management Group
ES icon

Wellington Management Group’s Eversource Energy ES Stock Holding History

Wellington Management Group’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 		$165M Sell
2,375,737
-866,159
-27% -$61.2M 0.03% 426
2025
Q4 		$218M Buy
3,241,896
+712,508
+28% +$50M 0.04% 370
2025
Q3 		$180M Sell
2,529,388
-1,818,076
-42% -$119M 0.03% 410
2025
Q2 		$277M Sell
4,347,464
-12,862,340
-75% -$793M 0.05% 289
2025
Q1 		$1.07B Buy
17,209,804
+739,448
+4% +$44.1M 0.21% 111
2024
Q4 		$946M Buy
16,470,356
+4,585,232
+39% +$286M 0.17% 127
2024
Q3 		$809M Buy
+11,885,124
New +$768M 0.14% 146
2024
Q2 		– Sell
-27,796
Closed -$1.66M – 1909
2024
Q1 		$1.66M Sell
27,796
-798,757
-97% -$45.9M ﹤0.01% 1563
2023
Q4 		$51M Sell
826,553
-2,054,690
-71% -$118M 0.01% 700
2023
Q3 		$168M Buy
2,881,243
+4,085
+0.1% +$272K 0.03% 411
2023
Q2 		$204M Sell
2,877,158
-194,757
-6% -$14.5M 0.04% 384
2023
Q1 		$240M Buy
3,071,915
+26,492
+0.9% +$2.09M 0.05% 350
2022
Q4 		$255M Buy
3,045,423
+70,958
+2% +$5.63M 0.05% 336
2022
Q3 		$232M Buy
2,974,465
+1,364,747
+85% +$120M 0.05% 344
2022
Q2 		$136M Buy
1,609,718
+233,638
+17% +$20.8M 0.03% 469
2022
Q1 		$121M Buy
1,376,080
+380,655
+38% +$32.6M 0.02% 545
2021
Q4 		$90.6M Buy
995,425
+20,316
+2% +$1.75M 0.01% 657
2021
Q3 		$79.7M Buy
975,109
+25,048
+3% +$2.17M 0.01% 687
2021
Q2 		$76.2M Sell
950,061
-45,441
-5% -$3.83M 0.01% 701
2021
Q1 		$86.2M Sell
995,502
-844,169
-46% -$71.7M 0.02% 656
2020
Q4 		$159M Sell
1,839,671
-3,141,637
-63% -$280M 0.03% 469
2020
Q3 		$416M Sell
4,981,308
-948,344
-16% -$81.2M 0.09% 213
2020
Q2 		$494M Sell
5,929,652
-343,523
-5% -$28.4M 0.11% 176
2020
Q1 		$491M Sell
6,273,175
-2,642,065
-30% -$232M 0.13% 154
2019
Q4 		$758M Sell
8,915,240
-209,522
-2% -$17.4M 0.16% 147
2019
Q3 		$780M Sell
9,124,762
-371,972
-4% -$29.6M 0.18% 138
2019
Q2 		$719M Buy
9,496,734
+78,928
+0.8% +$5.78M 0.16% 145
2019
Q1 		$668M Sell
9,417,806
-750,570
-7% -$51.7M 0.15% 157
2018
Q4 		$661M Sell
10,168,376
-689,733
-6% -$44.9M 0.17% 145
2018
Q3 		$667M Sell
10,858,109
-198,733
-2% -$12.2M 0.14% 167
2018
Q2 		$648M Sell
11,056,842
-51,976
-0.5% -$2.99M 0.14% 167
2018
Q1 		$655M Sell
11,108,818
-467,099
-4% -$27.6M 0.15% 161
2017
Q4 		$731M Sell
11,575,917
-965,326
-8% -$61M 0.16% 154
2017
Q3 		$758M Sell
12,541,243
-416,671
-3% -$25.7M 0.17% 139
2017
Q2 		$787M Buy
12,957,914
+105,540
+0.8% +$6.41M 0.19% 129
2017
Q1 		$755M Buy
12,852,374
+464,555
+4% +$26.4M 0.18% 133
2016
Q4 		$684M Buy
12,387,819
+1,102,898
+10% +$58.9M 0.17% 134
2016
Q3 		$611M Sell
11,284,921
-323,047
-3% -$18.2M 0.15% 145
2016
Q2 		$695M Sell
11,607,968
-3,669,309
-24% -$208M 0.18% 132
2016
Q1 		$891M Buy
15,277,277
+2,927,198
+24% +$160M 0.23% 109
2015
Q4 		$631M Buy
12,350,079
+327,247
+3% +$16.6M 0.17% 133
2015
Q3 		$609M Sell
12,022,832
-515,727
-4% -$24.8M 0.17% 133
2015
Q2 		$569M Sell
12,538,559
-385,473
-3% -$18.7M 0.15% 150
2015
Q1 		$653M Sell
12,924,032
-126,870
-1% -$6.68M 0.17% 130
2014
Q4 		$698M Sell
13,050,902
-19,705
-0.2% -$983K 0.18% 116
2014
Q3 		$579M Sell
13,070,607
-214,874
-2% -$9.66M 0.16% 138
2014
Q2 		$628M Sell
13,285,481
-403,554
-3% -$18.5M 0.17% 129
2014
Q1 		$623M Buy
13,689,035
+738,633
+6% +$32.2M 0.17% 126
2013
Q4 		$549M Buy
12,950,402
+2,173,175
+20% +$91.2M 0.16% 151
2013
Q3 		$445M Buy
10,777,227
+397,272
+4% +$16.8M 0.14% 172
2013
Q2 		$436M Buy
+10,379,955
New +$449M 0.14% 164

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

Wellington Management Group's ES Position: Q1 2026 in Review

Wellington Management Group reduced its Eversource Energy (ES) stake by 27% in Q1 2026, selling an estimated $61.2M and leaving 2,375,737 shares worth $165M. The position accounts for 0.03% of the portfolio, ranked #426.

Wellington Management Group first reported a position in ES in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.07B in Q1 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Wellington Management Group held 2,375,737 shares of Eversource Energy worth $165M as of Q1 2026.
  • Wellington Management Group sold 866,159 Eversource Energy shares in Q1 2026, an estimated $61.2M.
  • Eversource Energy made up 0.03% of Wellington Management Group's portfolio in Q1 2026, its #426 holding.
  • Wellington Management Group first reported a position in Eversource Energy in Q2 2013 and has held it in 51 quarters since.
  • Wellington Management Group's Eversource Energy position peaked at $1.07B in Q1 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.