Joel Greenblatt's ES Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 78,431 shares of Eversource Energy (ES) worth $5.43 M, representing 0.02% of the portfolio. First purchased in 2016-Q4, this medium-term investment has been held for 18 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 Q1 2026, reducing 132,658 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 |
|---|---|---|---|---|
| Q1 2026 | -132,658 | Reduce 62.84% | 78,431 | $69.28 |
| Q4 2025 | +72,677 | Add 52.51% | 211,089 | $67.33 |
| Q3 2025 | +16,016 | Add 13.09% | 138,412 | $71.14 |
| Q2 2025 | +111,395 | Add 1012.59% | 122,396 | $63.62 |
| Q1 2025 | +7,271 | Add 194.93% | 11,001 | $62.11 |
| Q4 2024 | -218 | Reduce 5.52% | 3,730 | $57.43 |
| Q3 2024 | +3,948 | New Buy | 3,948 | $68.05 |
| Q2 2024 | -4,088 | Sold Out | 0 | $0.00 |
| Q1 2024 | -3,891 | Reduce 48.77% | 4,088 | $59.77 |
| Q4 2023 | +7,979 | New Buy | 7,979 | $61.72 |
| Q2 2020 | -3,866 | Sold Out | 0 | $0.00 |
| Q1 2020 | +3,866 | New Buy | 3,866 | $78.12 |
| Q2 2019 | -11,231 | Sold Out | 0 | $0.00 |
| Q1 2019 | +1,192 | Add 11.87% | 11,231 | $70.96 |
| Q4 2018 | +10,039 | New Buy | 10,039 | $65.05 |
| Q2 2017 | -10,406 | Sold Out | 0 | $0.00 |
| Q1 2017 | +5,510 | Add 112.54% | 10,406 | $58.81 |
| Q4 2016 | +4,896 | New Buy | 4,896 | $55.15 |
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 18 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 Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 78,431 shares of Eversource Energy (ES), valued at approximately $5.43 M.
As of the Q1 2026 filing, Eversource Energy (ES) represents approximately 0.02% 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 211,089 shares, as reported at the end of Q4 2025.