ESNYSEElectric ServicesFiscal year ends December 31
EVERSOURCE ENERGY
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$64.48−2.37 (-3.55%)
Close on Oct 19, 2026
- Market cap
- $24.31B
- P/E (TTM)
- 16.7
- Dividend yield
- 4.67%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.1%
324M of 377M shares
Institutional holders
1,121
154 new, 84 sold out
Net institutional buying
12M
In Q2 2026
Insider trades, 12 months
1 buys · 14 sales
Net sold $3.93M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 37,039,481 | 10.60% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 28,331,593 | 7.53% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 20,048,663 | 5.33% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | – | 7.93% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ES | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 42,706,691 | 11.34% | $3.09B | +565,135 | 0.05% |
| State Street Corp | 28,475,822 | 7.56% | $2.06B | +318,554 | 0.06% |
| Vanguard Capital Management LLC | 24,543,557 | 6.52% | $1.77B | +160,413 | 0.04% |
| Vanguard Portfolio Management LLC | 20,234,827 | 5.37% | $1.46B | +231,608 | 0.07% |
| Geode Capital Management, LLC | 11,541,887 | 3.06% | $831.24M | +240,601 | 0.04% |
| Aqr Capital Management LLC | 10,684,244 | 2.84% | $772.15M | +6,739,886 | 0.27% |
| FMR LLC | 9,557,924 | 2.54% | $690.75M | −3,239,018 | 0.03% |
| Victory Capital Management Inc | 8,553,991 | 2.27% | $618.20M | +1,235,547 | 0.35% |
| UBS Asset Management Americas Inc | 6,620,413 | 1.76% | $478.46M | +88,163 | 0.09% |
| Invesco Ltd. | 6,056,927 | 1.61% | $437.73M | +583,417 | 0.03% |
| Morgan Stanley | 6,038,233 | 1.60% | $436.38M | +153,108 | 0.02% |
| Charles Schwab Investment Management Inc | 5,889,452 | 1.56% | $425.63M | +16,349 | 0.06% |
| Nuveen, LLC | 5,153,479 | 1.37% | $372.44M | +538,570 | 0.09% |
| Legal & General Group Plc | 4,970,456 | 1.32% | $359.21M | +81,045 | 0.07% |
| Goldman Sachs Group Inc | 4,571,895 | 1.21% | $330.41M | +601,131 | 0.03% |
| Deutsche Bank AG\ | 4,310,891 | 1.14% | $311.55M | +2,793,387 | 0.09% |
| Norges Bank | 4,257,095 | 1.13% | $307.66M | New | 0.03% |
| Hsbc Holdings PLC | 3,759,955 | 1.00% | $272.10M | +103,215 | 0.11% |
| Northern Trust Corp | 3,718,094 | 0.99% | $268.71M | +93,205 | 0.03% |
| Magellan Asset Management Ltd | 3,437,065 | 0.91% | $248.40M | −2,745,517 | 5.55% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,121 | 324M | 86.1% | 154 / 475 | 320 / 84 | 33M | 21M |
| Q1 2026 | 1,068 | 313M | 83.2% | 134 / 453 | 304 / 79 | 70M | 29M |
| Q4 2025 | 1,030 | 322M | 85.4% | 132 / 401 | 330 / 77 | 33M | 23M |
| Q3 2025 | 991 | 313M | 83.0% | 138 / 391 | 286 / 70 | 25M | 26M |
| Q2 2025 | 935 | 314M | 83.4% | 132 / 381 | 274 / 76 | 37M | 28M |
| Q1 2025 | 889 | 305M | 81.0% | 118 / 353 | 275 / 90 | 26M | 22M |
| Q4 2024 | 874 | 307M | 81.6% | 117 / 322 | 286 / 97 | 27M | 18M |
| Q3 2024 | 869 | 299M | 79.5% | 126 / 312 | 272 / 66 | 66M | 20M |
| Q2 2024 | 816 | 291M | 77.3% | 91 / 279 | 311 / 83 | 21M | 25M |
| Q1 2024 | 815 | 296M | 78.6% | 98 / 281 | 303 / 92 | 41M | 29M |
| Q4 2023 | 820 | 286M | 75.9% | 131 / 253 | 321 / 104 | 25M | 19M |
| Q3 2023 | 805 | 280M | 74.4% | 74 / 312 | 272 / 110 | 18M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ES | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 11,939,169 | 3.17% | $862.84M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 9,747,007 | 2.59% | $704.42M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,149,423 | 2.16% | $588.96M | 0.26% | Jun 30, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 6,119,645 | 1.62% | $442.27M | 1.91% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,178,843 | 1.37% | $374.27M | 0.04% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 4,801,309 | 1.27% | $327.79M | 0.04% | May 31, 2026 |
| iShares Select Dividend ETF | 4,414,256 | 1.17% | $316.02M | 1.35% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 4,000,248 | 1.06% | $289.10M | 1.35% | Jun 30, 2026 |
| Vanguard Value Index Fund | 3,576,638 | 0.95% | $258.48M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,693,535 | 0.72% | $192.83M | 0.20% | Jul 31, 2026 |
| Vanguard Utilities Index Fund | 2,611,544 | 0.69% | $178.29M | 1.69% | May 31, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 2,427,741 | 0.64% | $165.74M | 1.50% | May 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,415,501 | 0.64% | $174.57M | 0.47% | Jun 30, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 2,272,183 | 0.60% | $164.21M | 0.11% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,042,006 | 0.54% | $147.58M | 0.04% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Penelope M. Conner | EVP-Cust Exp & Energy Strategy | 8,782 | 0.00% | Aug 26, 2026 |
| Gregory B. Butler | Executive VP & General Counsel | 65,131 | 0.02% | Jun 5, 2026 |
| Jay S. Buth | VP, Controller, Chief Acct Off | 27,411 | 0.01% | May 18, 2026 |
| Joseph R. Nolan Jr | Chairman of the Bd, Pres & CEO | 101,723 | 0.03% | Mar 6, 2026 |
| John M. Moreira | EVP, CFO and Treasurer | 50,296 | 0.01% | Feb 20, 2026 |
| Susan Sgroi | EVP, HR and IT | 15,775 | 0.00% | Feb 17, 2026 |
| James W. Hunt III | EVP-Corp Rel & Sustainability | 39,667 | 0.01% | Feb 17, 2026 |
| Paul Chodak Iii | EVP and COO | 42,358 | 0.01% | Feb 17, 2026 |
| W. Robert Mudge | – | 8,660 | 0.00% | May 11, 2026 |
| Cotton M. Cleveland | – | 79,364 | 0.02% | Feb 25, 2026 |
| John Y. Kim | – | 23,322 | 0.01% | Feb 24, 2026 |
| Frederica M. Williams | – | 23,725 | 0.01% | Feb 19, 2026 |
| Linda Dorcena Forry | – | 12,487 | 0.00% | Feb 19, 2026 |
| Loretta D. Keane | – | 14,835 | 0.00% | Jan 20, 2026 |
| David H. Long | – | 19,313 | 0.01% | Jan 20, 2026 |
| Gregory M. Jones | – | 17,057 | 0.00% | Jan 20, 2026 |
| Daniel J. Nova | – | 10,458 | 0.00% | Jan 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Aug 25, 2026 | Sale | −1,500 | $71.50 | $107.25K | 7,556 |
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Aug 24, 2026 | Sale | −1,500 | $71.10 | $106.65K | 9,056 |
| Gregory B. Butler Executive VP & General Counsel | Jun 4, 2026 | Sale | −7,000 | $69.88 | $489.16K | 56,179 |
| Jay S. Buth VP, Controller, Chief Acct Off | May 14, 2026 | Discretionary | −407.23 | $68.81 | $28.02K | 0 |
| W. Robert Mudge – | May 8, 2026 | Buy | +750 | $66.49 | $49.87K | 2,150 |
| Joseph R. Nolan Jr Chairman of the Bd, Pres & CEO | Mar 6, 2026 | Gift | −94,981 | – | – | 76,240 |
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Mar 4, 2026 | Sale | −1,400 | $75.00 | $105.00K | 10,394 |
| Cotton M. Cleveland – | Feb 24, 2026 | Sale | −2,581 | $74.87 | $193.24K | 79,364 |
| John Y. Kim – | Feb 23, 2026 | Sale | −6,339 | $74.49 | $472.19K | 0 |
| John Y. Kim – | Feb 20, 2026 | Sale | −6,000 | $73.56 | $441.36K | 6,339 |
| John Y. Kim – | Feb 19, 2026 | Award | +3,339 | – | – | 18,339 |
| John Y. Kim – | Feb 19, 2026 | Sale | −6,000 | $73.57 | $441.42K | 12,339 |
| John M. Moreira EVP, CFO and Treasurer | Feb 19, 2026 | Sale | −7,800 | $73.90 | $576.42K | 43,269 |
| Linda Dorcena Forry – | Feb 18, 2026 | Sale | −1,600 | $73.05 | $116.88K | 12,487 |
| Linda Dorcena Forry – | Feb 18, 2026 | Sale | −981 | $73.07 | $71.68K | 11,506 |
| Frederica M. Williams – | Feb 17, 2026 | Sale | −2,581 | $73.32 | $189.24K | 23,725 |
| Jay S. Buth VP, Controller, Chief Acct Off | Feb 12, 2026 | Tax withholding | −335 | $70.22 | $23.52K | 27,220 |
| Paul Chodak Iii EVP and COO | Feb 12, 2026 | Tax withholding | −5,886 | $70.22 | $413.31K | 41,608 |
| Susan Sgroi EVP, HR and IT | Feb 12, 2026 | Tax withholding | −837 | $70.22 | $58.77K | 15,775 |
| Gregory B. Butler Executive VP & General Counsel | Feb 12, 2026 | Tax withholding | −4,789 | $70.22 | $336.28K | 63,050 |
| John M. Moreira EVP, CFO and Treasurer | Feb 12, 2026 | Tax withholding | −5,105 | $70.22 | $358.47K | 51,069 |
| Joseph R. Nolan Jr Chairman of the Bd, Pres & CEO | Feb 12, 2026 | Tax withholding | −40,084 | $70.22 | $2.81M | 171,222 |
| James W. Hunt III EVP-Corp Rel & Sustainability | Feb 12, 2026 | Tax withholding | −4,489 | $70.22 | $315.22K | 36,399 |
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Feb 12, 2026 | Tax withholding | −1,890 | $70.22 | $132.72K | 11,794 |
| Jay S. Buth VP, Controller, Chief Acct Off | Jan 27, 2026 | Award | +1,311 | – | – | 27,555 |
| Paul Chodak Iii EVP and COO | Jan 27, 2026 | Award | +5,522 | – | – | 47,494 |
| Gregory B. Butler Executive VP & General Counsel | Jan 27, 2026 | Award | +5,991 | – | – | 67,839 |
| John M. Moreira EVP, CFO and Treasurer | Jan 27, 2026 | Award | +8,426 | – | – | 56,174 |
| Joseph R. Nolan Jr Chairman of the Bd, Pres & CEO | Jan 27, 2026 | Award | +35,282 | – | – | 211,306 |
| James W. Hunt III EVP-Corp Rel & Sustainability | Jan 27, 2026 | Award | +3,506 | – | – | 40,888 |
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Jan 27, 2026 | Award | +2,954 | – | – | 13,684 |
| Paul Chodak Iii EVP and COO | Jan 27, 2026 | Award | +6,067 | – | – | 48,038 |
| Paul Chodak Iii EVP and COO | Jan 27, 2026 | Award | +7,795 | – | – | 41,971 |
| Joseph R. Nolan Jr Chairman of the Bd, Pres & CEO | Jan 27, 2026 | Award | +36,089 | – | – | 176,022 |
| Joseph R. Nolan Jr Chairman of the Bd, Pres & CEO | Jan 27, 2026 | Award | +39,686 | – | – | 215,708 |
| John M. Moreira EVP, CFO and Treasurer | Jan 27, 2026 | Award | +8,932 | – | – | 47,748 |
| John M. Moreira EVP, CFO and Treasurer | Jan 27, 2026 | Award | +9,478 | – | – | 57,226 |
| James W. Hunt III EVP-Corp Rel & Sustainability | Jan 27, 2026 | Award | +3,944 | – | – | 40,471 |
| James W. Hunt III EVP-Corp Rel & Sustainability | Jan 27, 2026 | Award | +4,349 | – | – | 36,527 |
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Jan 27, 2026 | Award | +3,322 | – | – | 14,051 |
| Penelope M. Conner EVP-Cust Exp & Energy Strategy | Jan 27, 2026 | Award | +3,194 | – | – | 10,729 |
| Susan Sgroi EVP, HR and IT | Jan 27, 2026 | Award | +4,270 | – | – | 16,612 |
| Jay S. Buth VP, Controller, Chief Acct Off | Jan 27, 2026 | Award | +1,188 | – | – | 26,244 |
| Jay S. Buth VP, Controller, Chief Acct Off | Jan 27, 2026 | Award | +1,475 | – | – | 27,719 |
| Gregory B. Butler Executive VP & General Counsel | Jan 27, 2026 | Award | +6,739 | – | – | 68,585 |
| Gregory B. Butler Executive VP & General Counsel | Jan 27, 2026 | Award | +5,037 | – | – | 61,846 |
| W. Robert Mudge – | Jan 16, 2026 | Award | +2,581 | – | – | 2,581 |
| Cotton M. Cleveland – | Jan 16, 2026 | Award | +2,581 | – | – | 81,945 |
| Linda Dorcena Forry – | Jan 16, 2026 | Award | +2,581 | – | – | 14,087 |
| John Y. Kim – | Jan 16, 2026 | Award | +2,581 | – | – | 23,322 |
| David H. Long – | Jan 16, 2026 | Award | +2,581 | – | – | 19,313 |
| Loretta D. Keane – | Jan 16, 2026 | Award | +2,581 | – | – | 11,015 |
| Frederica M. Williams – | Jan 16, 2026 | Award | +2,581 | – | – | 26,306 |
| Gregory M. Jones – | Jan 16, 2026 | Award | +2,581 | – | – | 17,057 |
| Daniel J. Nova – | Jan 16, 2026 | Award | +2,581 | – | – | 10,323 |
| Paul Chodak Iii EVP and COO | Nov 13, 2025 | Tax withholding | −2,759 | $73.61 | $203.09K | 33,924 |
| Gregory B. Butler Executive VP & General Counsel | Nov 12, 2025 | Sale | −5,000 | $73.08 | $365.40K | 56,674 |
| Joseph R. Nolan Jr Chairman of the Bd, Pres & CEO | Nov 10, 2025 | Gift | −2,400 | – | – | 139,093 |
| James W. Hunt III EVP-Corp Rel & Sustainability | Nov 7, 2025 | Sale | −4,129.07 | $72.77 | $300.47K | 32,415 |
| James W. Hunt III EVP-Corp Rel & Sustainability | Nov 7, 2025 | Gift | −429 | – | – | 31,986 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Penelope M. Conner Officer | Aug 25, 2026 | 1,500 | $107.25K | Aug 25, 2026 | Restricted Stock Vesting |
| Penelope M. Conner Officer | Aug 24, 2026 | 1,500 | $106.65K | Aug 24, 2026 | Restricted Stock Vesting |
| Gregory B. Butler Officer | Jun 4, 2026 | 7,000 | $484.82K | Jun 4, 2026 | Restricted Stock Vesting |
| Penelope M. Conner Officer | Mar 4, 2026 | 1,400 | $105.00K | Mar 4, 2026 | Restricted Stock Vesting |
| Cotton M. Cleveland Director | Feb 24, 2026 | 2,581 | $193.24K | Feb 24, 2026 | Restricted Stock Vesting |
| Caroline M. Kim Trust The Board of Trustees | Feb 19, 2026 | 18,339 | $1.34M | Feb 19, 2026 | Compensation |
| John M. Moreira Officer | Feb 19, 2026 | 7,800 | $576.42K | Feb 19, 2026 | Restricted Stock Vesting |
| Linda Dorcena Forry Director | Feb 18, 2026 | 2,581 | $188.56K | Feb 18, 2026 | Restricted Stock Vesting |
| Frederica M. Williams Director | Feb 17, 2026 | 2,581 | $189.24K | Feb 17, 2026 | Restricted Stock Vesting |
| Gregory B. Butler Officer | Nov 12, 2025 | 5,000 | $365.40K | Nov 12, 2025 | Restricted Stock Vesting |
| James W. Hunt III Officer | Nov 7, 2025 | 4,130 | $300.49K | Nov 7, 2025 | Restricted Stock Vesting |
| Penelope M. Conner Officer | Aug 29, 2025 | 1,850 | $119.33K | Aug 29, 2025 | Restricted Stock Vesting |
| Penelope M. Conner Officer | Aug 28, 2025 | 1,850 | $118.89K | Aug 28, 2025 | Restricted Stock Vesting |
| Penelope M. Conner Officer | May 20, 2025 | 2,600 | $166.40K | May 20, 2025 | Restricted Stock Vesting |
| James S. DiStasio Former Director | Mar 31, 2025 | 8,200 | $510.07K | Mar 31, 2025 | Restricted Stock Vesting |