Joel Greenblatt's ES Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 138,412 shares of Eversource Energy (ES) worth $9.85 M, representing 0.04% of the portfolio. First purchased in 2016-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in ES, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 111,395 shares. Largest reduction occurred in Q2 2019, reducing 11,231 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Eversource Energy (ES) Holding Value Over Time
Track share changes against reported price movement
Quarterly Eversource Energy (ES) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +4,896 | New Buy | 4,896 | $55.15 |
| Q1 2017 | +5,510 | Add 112.54% | 10,406 | $58.81 |
| Q2 2017 | -10,406 | Sold Out | 0 | $0.00 |
| Q4 2018 | +10,039 | New Buy | 10,039 | $65.05 |
| Q1 2019 | +1,192 | Add 11.87% | 11,231 | $70.96 |
| Q2 2019 | -11,231 | Sold Out | 0 | $0.00 |
| Q1 2020 | +3,866 | New Buy | 3,866 | $78.12 |
| Q2 2020 | -3,866 | Sold Out | 0 | $0.00 |
| Q4 2023 | +7,979 | New Buy | 7,979 | $61.72 |
| Q1 2024 | -3,891 | Reduce 48.77% | 4,088 | $59.77 |
| Q2 2024 | -4,088 | Sold Out | 0 | $0.00 |
| Q3 2024 | +3,948 | New Buy | 3,948 | $68.05 |
| Q4 2024 | -218 | Reduce 5.52% | 3,730 | $57.43 |
| Q1 2025 | +7,271 | Add 194.93% | 11,001 | $62.11 |
| Q2 2025 | +111,395 | Add 1012.59% | 122,396 | $63.62 |
| Q3 2025 | +16,016 | Add 13.09% | 138,412 | $71.14 |
Joel Greenblatt's Eversource Energy Investment FAQs
Joel Greenblatt first purchased Eversource Energy (ES) in Q4 2016, acquiring 4,896 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Eversource Energy (ES) for 16 quarters since Q4 2016.
Joel Greenblatt's largest addition to Eversource Energy (ES) was in Q2 2025, adding 122,396 shares worth $7.79 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 138,412 shares of Eversource Energy (ES), valued at approximately $9.85 M.
As of the Q3 2025 filing, Eversource Energy (ES) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Eversource Energy (ES) was 138,412 shares, as reported at the end of Q3 2025.