Which funds own ES
Eversource Energy in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $892m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 3 managers opened or added against 0 cutting.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $892m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 0
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC Quantitative · $287bn book | $772m | 0.3% | 10,684,244 | +$503m+6,739,886 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $86m | 0.4% | 1,195,140 | opened1,195,140 | New |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $33m | 0.2% | 456,830 | +$32m+446,917 | Added |
Ownership through time
At least 11 of the 95 managers whose filings are on file listed ES in Q2 2026, against 7 in Q1 2015. 3 managers more than in Q1 2026: 2 started positions; 2 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2015: 7
- Q2 2015: 9
- Q3 2015: 8
- Q4 2015: 9
- Q1 2016: 11
- Q2 2016: 13
- Q3 2016: 13
- Q4 2016: 9
- Q1 2017: 10
- Q2 2017: 12
- Q3 2017: 16
- Q4 2017: 11
- Q1 2018: 12
- Q2 2018: 15
- Q3 2018: 14
- Q4 2018: 14
- Q1 2019: 11
- Q2 2019: 16
- Q3 2019: 13
- Q4 2019: 13
- Q1 2020: 15
- Q2 2020: 15
- Q3 2020: 13
- Q4 2020: 16
- Q1 2021: 10
- Q2 2021: 12
- Q3 2021: 12
- Q4 2021: 9
- Q1 2022: 16
- Q2 2022: 21
- Q3 2022: 20
- Q4 2022: 11
- Q1 2023: 16
- Q2 2023: 14
- Q3 2023: 16
- Q4 2023: 7
- Q1 2024: 10
- Q2 2024: 7
- Q3 2024: 12
- Q4 2024: 10
- Q1 2025: 13
- Q2 2025: 14
- Q3 2025: 15
- Q4 2025: 10
- Q1 2026: 8
- Q2 2026: 11
- Q1 2015: $1.0bn
- Q2 2015: $871m
- Q3 2015: $1.2bn
- Q4 2015: $1.1bn
- Q1 2016: $1.4bn
- Q2 2016: $1.2bn
- Q3 2016: $1.1bn
- Q4 2016: $1.1bn
- Q1 2017: $1.4bn
- Q2 2017: $1.6bn
- Q3 2017: $1.7bn
- Q4 2017: $2.1bn
- Q1 2018: $2.3bn
- Q2 2018: $2.1bn
- Q3 2018: $2.0bn
- Q4 2018: $1.8bn
- Q1 2019: $2.0bn
- Q2 2019: $2.7bn
- Q3 2019: $3.1bn
- Q4 2019: $2.4bn
- Q1 2020: $1.5bn
- Q2 2020: $1.3bn
- Q3 2020: $1.1bn
- Q4 2020: $1.0bn
- Q1 2021: $845m
- Q2 2021: $762m
- Q3 2021: $1.1bn
- Q4 2021: $1.3bn
- Q1 2022: $989m
- Q2 2022: $1.1bn
- Q3 2022: $1.1bn
- Q4 2022: $1.1bn
- Q1 2023: $987m
- Q2 2023: $905m
- Q3 2023: $653m
- Q4 2023: $233m
- Q1 2024: $456m
- Q2 2024: $388m
- Q3 2024: $1.8bn
- Q4 2024: $1.4bn
- Q1 2025: $2.3bn
- Q2 2025: $1.8bn
- Q3 2025: $1.9bn
- Q4 2025: $1.6bn
- Q1 2026: $1.8bn
- Q2 2026: $2.2bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- AQR Capital Management LLC3,944,358 to 10,684,244 shares+$487m
- Bridgewater Associates LPnew: 1,195,140 shares+$86m
- Invesco Ltd5,473,510 to 6,056,927 shares+$42m
- Verition Fund Management LLCnew: 228,152 shares+$16m
- MFS Investment Management775,238 to 970,366 shares+$14m
Largest decreases, by shares
- Fidelity (FMR LLC)12,796,942 to 9,557,924 shares-$234m
- Man Group PLC952,650 to 791,008 shares-$12m
- GAMCO Investors Inc134,083 to 129,642 shares-$321k
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| AQR Capital Management LLC | Q2 2017 | $772m | $772m | |
| Fidelity (FMR LLC) | Q3 2024 | $887m | $691m | |
| Invesco Ltd | Q1 2016 | $438m | $438m | |
| Bridgewater Associates LP | Q2 2015 | $86m | $86m | |
| MFS Investment Management | Q1 2015 | $165m | $70m | |
| Man Group PLC | Q4 2021 | $151m | $57m | |
| Renaissance Technologies LLC | Q1 2015 | $257m | $48m | |
| Freestone Grove Partners LP | Q2 2026 | $33m | $33m | |
| Verition Fund Management LLC | Q2 2015 | $37m | $16m | |
| GAMCO Investors Inc | Q1 2015 | $28m | $9.4m | |
| Soros Fund Management LLC | Q4 2025 | $1.1m | $1.1m | |
| T. Rowe Price Associates Inc | Q4 2016 | $1.5bn | last listed Q4 2021 | |
| Wellington Management Group LLP | Q1 2015 | $1.1bn | last listed Q1 2026 | |
| Neuberger Berman Group LLC | Q1 2015 | $235m | last listed Q1 2021 | |
| Millennium Management LLC | Q3 2015 | $221m | last listed Q3 2025 | |
| Marshall Wace LLP | Q1 2022 | $162m | last listed Q3 2025 | |
| Baillie Gifford & Co | Q1 2016 | $155m | last listed Q4 2025 | |
| Citadel Advisors LLC | Q3 2018 | $155m | last listed Q1 2021 | |
| Janus Henderson Group Ltd | Q1 2015 | $130m | last listed Q2 2020 | |
| Balyasny Asset Management LLC | Q1 2018 | $84m | last listed Q3 2025 | |
| D. E. Shaw & Co. | Q2 2020 | $76m | last listed Q2 2021 |
What ES is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around ES →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More
The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
One email a week, free, and you can leave at any point.