ES β€” EVERSOURCE ENERGY

Ownership history in Sciencast Management LP  Β·  12 quarters on record

This page tracks every 13F SEC filing in which Sciencast Management LP 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.0% (2016 Q1)
πŸ“Š Avg. % of fund
0.46%
πŸ“… First filed
2015 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
12

Position Intelligence

Sciencast Management LP Γ— ES AI Analytics

πŸ“‰ Sciencast Management LP underperformed the S&P 500 by –30.9% annually on this ES position. Timing score: 36% (4/11 decisions correct). Average cost basis: $55.84. Maximum drawdown during holding period: –28.7%.

πŸ“ˆ Position Alpha vs SPY
-30.9%
annualised excess return

❌ Significantly underperformed the S&P 500 by 30.9% ann.
11 quarters analyzed

⏱️ Timing Score
36%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct

πŸ’° Entry Quality
$55.84
+24.7% vs current ($69.61)

Best entry: $35.87 (2015 Q4)  Β·  Worst: $72.08 (2022 Q2)

πŸ›‘οΈ Drawdown Resilience
–28.7%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

6 adds Β· 6 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.32% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ES price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 24,160 +19,542 +423.2% 0.32% $1.7M $69.61
2024 Q1 REDUCED 4,618 -4,939 -51.7% 0.17% $276K $54.51
2022 Q2 ADDED 9,557 +3,427 +55.9% 0.19% $847K $72.08
2021 Q4 REDUCED 6,130 -15,618 -71.8% 0.10% $552K $76.48
2020 Q3 ADDED 21,748 +15,948 +275.0% 0.77% $2.0M $67.81
2020 Q2 REDUCED 5,800 -6,532 -53.0% 0.12% $497K $67.13
2020 Q1 REDUCED 12,332 -8,568 -41.0% 0.27% $961K $62.60
2019 Q4 ADDED 20,900 +16,856 +416.8% 0.46% $1.7M $67.68
2018 Q3 REDUCED 4,044 -1,356 -25.1% 0.17% $257K $47.19
2016 Q2 REDUCED 5,400 -38,051 -87.6% 0.14% $323K $42.77
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ES

As of 2025 Q4 β€” 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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