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ES · D in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ESD
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ES
  • D
0102030202120222023202420252026
Holders and value by quarter
QuarterESD
Q3 202013 holders, $1.1bn20 holders, $8.7bn
Q4 202016 holders, $1.0bn28 holders, $7.2bn
Q1 202110 holders, $845m26 holders, $7.4bn
Q2 202112 holders, $762m21 holders, $7.5bn
Q3 202112 holders, $1.1bn16 holders, $7.2bn
Q4 20219 holders, $1.3bn18 holders, $8.2bn
Q1 202216 holders, $989m19 holders, $9.3bn
Q2 202221 holders, $1.1bn20 holders, $9.3bn
Q3 202220 holders, $1.1bn17 holders, $7.5bn
Q4 202211 holders, $1.1bn24 holders, $6.3bn
Q1 202316 holders, $987m19 holders, $6.1bn
Q2 202314 holders, $905m12 holders, $5.7bn
Q3 202316 holders, $653m12 holders, $5.4bn
Q4 20237 holders, $233m15 holders, $6.4bn
Q1 202410 holders, $456m10 holders, $6.5bn
Q2 20247 holders, $388m9 holders, $6.2bn
Q3 202412 holders, $1.8bn14 holders, $7.4bn
Q4 202410 holders, $1.4bn13 holders, $6.5bn
Q1 202513 holders, $2.3bn16 holders, $7.0bn
Q2 202514 holders, $1.8bn10 holders, $8.8bn
Q3 202515 holders, $1.9bn8 holders, $9.8bn
Q4 202510 holders, $1.6bn12 holders, $10.5bn
Q1 20268 holders, $1.8bn11 holders, $10.4bn
Q2 202611 holders, $2.2bn13 holders, $12.4bn
ES

Eversource Energy

Holders
8
Reported value
$1.8bn
Buyers
17
Sellers
18

Breadth -1 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP
D

Dominion Res Inc Va New

Holders
11
Reported value
$10.4bn
Buyers
14
Sellers
17

Breadth -3 among 91 comparable managers.

UtilitiesElectric utilitiesEnergy and power infrastructure · L3VLUP

Who holds both, Q1 2026

Among the 15 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ES (4)

AQR Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Soros Fund Management LLC

Only D (7)

Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Marshall Wace LLP, PDT Partners LLC, T. Rowe Price Associates Inc

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →