ONTARIO TEACHERS PENSION PLAN BOARD ES EVERSOURCE ENERGY

Ownership history in ONTARIO TEACHERS PENSION PLAN BOARD  ·  29 quarters on record

AI Ownership Summary

ONTARIO TEACHERS PENSION PLAN BOARD reported EVERSOURCE ENERGY (ES) in 29 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.66% in 2026 Q2. The latest visible filing shows ES at 0.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ONTARIO TEACHERS PENSION PLAN BOARD's position in EVERSOURCE ENERGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ES was reported at 0.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ONTARIO TEACHERS PENSION PLAN BOARD held ES — position size vs. price
% of Fund (quarterly)    ES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,437,437 +1,409,114 +4975.2% 0.66% $103.9M 2026-08-07 $72.33
2026 Q1 ADDED 28,323 +14,548 +105.6% 0.06% $2.0M 2026-05-11 $66.45
2025 Q4 ADDED 13,775 +1,243 +9.9% 0.02% $927K 2026-02-13 $71.74
2025 Q3 ADDED 12,532 +4,856 +63.3% 0.02% $892K 2025-11-07 $70.64
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ONTARIO TEACHERS PENSION PLAN BOARD and ES

These are the practical questions this page is built to answer before you even open the full history table.

How long has ONTARIO TEACHERS PENSION PLAN BOARD reported owning ES?

ONTARIO TEACHERS PENSION PLAN BOARD reported ES across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ES position in ONTARIO TEACHERS PENSION PLAN BOARD's portfolio?

The largest reported portfolio weight for ES was 0.66% in 2026 Q2.

What is the latest reported ES position on this page?

The most recent filing on this page is 2026 Q2, when ONTARIO TEACHERS PENSION PLAN BOARD reported 1,437,437 shares, equal to 0.66% of portfolio, with an estimated market value of $103.9M.

What does the chart on this ES ownership page compare?

The chart compares ONTARIO TEACHERS PENSION PLAN BOARD's quarterly ES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ONTARIO TEACHERS PENSION PLAN BOARD time their ES position?

Based on 13F filing dates vs. subsequent ES price moves, ONTARIO TEACHERS PENSION PLAN BOARD correctly timed 16 out of 28 reported position changes (57%). The annualised alpha on ES relative to SPY over the holding period was +66.6%.

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