Ray Dalio's ES Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.2 M shares of Eversource Energy (ES) worth $86.37 M, representing 0.35% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in ES, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 1.2 M shares. Largest reduction occurred in Q1 2023, reducing 109,098 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Eversource Energy (ES) Holding Value Over Time
Track share changes against reported price movement
Quarterly Eversource Energy (ES) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.2 M | New Buy | 1.2 M | $72.27 |
| Q2 2024 | -5,301 | Sold Out | 0 | $0.00 |
| Q1 2024 | -4,157 | Reduce 43.95% | 5,301 | $59.77 |
| Q4 2023 | -201 | Reduce 2.08% | 9,458 | $61.72 |
| Q3 2023 | +1,636 | Add 20.39% | 9,659 | $58.15 |
| Q2 2023 | +1,182 | Add 17.28% | 8,023 | $70.92 |
| Q1 2023 | -109,098 | Reduce 94.10% | 6,841 | $78.26 |
| Q4 2022 | +61,993 | Add 114.92% | 115,939 | $83.84 |
| Q3 2022 | -66,987 | Reduce 55.39% | 53,946 | $77.97 |
| Q2 2022 | +39,873 | Add 49.19% | 120,933 | $84.47 |
| Q1 2022 | +62,027 | Add 325.89% | 81,060 | $88.19 |
| Q4 2021 | -892 | Reduce 4.48% | 19,033 | $91.00 |
| Q3 2021 | +608 | Add 3.15% | 19,925 | $81.76 |
| Q2 2021 | +19,317 | New Buy | 19,317 | $80.24 |
| Q3 2020 | -5,692 | Sold Out | 0 | $0.00 |
| Q2 2020 | -4,356 | Reduce 43.35% | 5,692 | $83.27 |
| Q1 2020 | +10,048 | New Buy | 10,048 | $78.22 |
| Q1 2019 | -17,573 | Sold Out | 0 | $0.00 |
| Q4 2018 | +5,369 | Add 43.99% | 17,573 | $65.04 |
| Q3 2018 | +6,078 | Add 99.22% | 12,204 | $61.46 |
| Q2 2018 | -3,523 | Reduce 36.51% | 6,126 | $58.60 |
| Q1 2018 | +9,649 | New Buy | 9,649 | $58.97 |
| Q4 2017 | -14,772 | Sold Out | 0 | $0.00 |
| Q3 2017 | +14,772 | New Buy | 14,772 | $60.45 |
| Q3 2015 | -10,724 | Sold Out | 0 | $0.00 |
| Q2 2015 | +10,724 | New Buy | 10,724 | $45.41 |
Ray Dalio's Eversource Energy Investment FAQs
Ray Dalio first purchased Eversource Energy (ES) in Q2 2015, acquiring 10,724 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Eversource Energy (ES) for 26 quarters since Q2 2015.
Ray Dalio's largest addition to Eversource Energy (ES) was in Q2 2026, adding 1,195,140 shares worth $86.37 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,195,140 shares of Eversource Energy (ES), valued at approximately $86.37 M.
As of the Q2 2026 filing, Eversource Energy (ES) represents approximately 0.35% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Eversource Energy (ES) was 1,195,140 shares, as reported at the end of Q2 2026.