ES — EVERSOURCE ENERGY

Ownership history in Optas, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Optas, LLC reported a position in EVERSOURCE ENERGY (ES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.15% (2020 Q3)
Avg. % of fund
0.09%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,159 +1,496 +56.2% 0.05% $296K $69.61
2021 Q1 REDUCED 2,663 -242 -8.3% 0.07% $230K $71.29
2020 Q4 REDUCED 2,905 -2,827 -49.3% 0.08% $251K $70.69
2020 Q3 ADDED 5,732 +3,031 +112.2% 0.15% $478K $67.81
2020 Q2 INITIATED 2,701 — — 0.09% $225K $67.13
% of Fund (quarterly)    ES price (monthly, adj. close)

Other funds also holding ES

As of 2025 Q4 — sorted by position size

Belvedere Trading LLC 3Y 7Y 13.03% Zimmer Partners, LP 3Y 7Y 6.82% Magellan Asset Management Ltd 3Y 7Y 5.72% Covalis Capital LLP 3Y 7Y 5.39% Act Two Investors LLC 3Y 7Y 5.15% Belvedere Trading LLC 3Y 7Y 3.97% Ausbil Investment Management Ltd 3Y 3.63% Aventail Capital Group, LP 3Y 3.3% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.41% Brick & Kyle, Associates 3Y 7Y 2.36%
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