Eversource Energy (ES) shareholders
ESNYSEElectric ServicesFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 6, 2026Score 8/3011% below fair value
$71.73+0.58 (+0.82%)
Close on Nov 13, 2026Market cap $27.02BP/E 18.6Yield 4.20%
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 · 12 sales
Net sold $3.26M
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)
701 funds held ES in Q2 2026, 67% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
2.80%
11M shares short
Days to cover
3.3
At 3M shares a day
Change since last report
-6.9%
From 11M shares
Short volume, 20 days
34.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Eversource Energy's stock actually held short. Settlement fails (shares not delivered on time) peaked at 172,285 shares on Aug 24, 2026 over the last 90 days.
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 |
| The Caroline M. Kim Trust 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 |
| DiStasio James S Former Director | Mar 31, 2025 | 8,200 | $510.07K | Mar 31, 2025 | Restricted Stock Vesting |
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