EVERSOURCE ENERGY ES
COM · Common Stock · CUSIP 30040W108 · ISIN US30040W1080
Publicly traded, Fortune 500 energy company
- SectorUtilities
- IndustryElectric Services
- HeadquartersSpringfield, MA
- Founded1966
- Websiteeversource.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($110.6m this quarter). Holder counts are more reliable. Shares outstanding: 376.7m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $72.25. Options: 11 managers hold calls ($38.6m notional), 8 hold puts ($9.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 832 |
| Q4 2022 | 874 |
| Q1 2023 | 868 |
| Q2 2023 | 856 |
| Q3 2023 | 807 |
| Q4 2023 | 824 |
| Q1 2024 | 817 |
| Q2 2024 | 819 |
| Q3 2024 | 870 |
| Q4 2024 | 877 |
| Q1 2025 | 892 |
| Q2 2025 | 936 |
| Q3 2025 | 991 |
| Q4 2025 | 1,030 |
| Q1 2026 | 1,067 |
| Q2 2026 | 1,122 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 422 | 340 |
| Q4 2024 | 381 | 384 |
| Q1 2025 | 459 | 362 |
| Q2 2025 | 500 | 351 |
| Q3 2025 | 518 | 354 |
| Q4 2025 | 488 | 407 |
| Q1 2026 | 567 | 382 |
| Q2 2026 | 607 | 402 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $58.4m | $119.5m | 2.05 |
| Q4 2025 | $3.8bn | $12.2bn | 3.24 |
| Q1 2026 | $4.0bn | $14.8bn | 3.72 |
| Q2 2026 | $38.6m | $9.2m | 0.24 |
Biggest buyers
| AQR CAPITAL MANAGEMENT LLC | Added | +6.7m |
| DEUTSCHE BANK AG\ | Added | +2.8m |
| ONTARIO TEACHERS PENSION PLAN BOARD | Added | +1.4m |
| VICTORY CAPITAL MANAGEMENT INC | Added | +1.2m |
| Bridgewater Associates, LP | New | +1.2m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +634.0k |
| GOLDMAN SACHS GROUP INC | Added | +601.1k |
| Invesco Ltd. | Added | +583.4k |
| BlackRock, Inc. | Added | +565.1k |
| Nuveen, LLC | Added | +538.6k |
Biggest sellers
| FMR LLC | Reduced | -3.2m |
| Magellan Asset Management Ltd | Reduced | -2.7m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -2.4m |
| COHEN & STEERS, INC. | Sold out | -1.3m |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -952.3k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -930.0k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Reduced | -768.5k |
| BARCLAYS PLC | Reduced | -674.2k |
| Zimmer Partners, LP | Reduced | -650.9k |
| JUPITER ASSET MANAGEMENT LTD | Reduced | -553.4k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $16.5m228.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.9m191.8k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m47.1k shares |
| Walleye Capital LLC | Added | $1.1m15.9k shares |
| GROUP ONE TRADING LLC | Reduced | $997.3k13.8k shares |
| D. E. Shaw & Co., Inc. | New | $910.6k12.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $881.7k12.2k shares |
| Point72 Asset Management, L.P. | New | $404.7k5.6k shares |
| TUDOR INVESTMENT CORP ET AL | New | $202.4k2.8k shares |
| Walleye Trading LLC | Reduced | $151.8k2.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.6m63.8k shares |
| JANE STREET GROUP, LLC | Added | $2.5m35.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m17.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $426.4k5.9k shares |
| Walleye Trading LLC | Reduced | $209.6k2.9k shares |
| Walleye Capital LLC | Reduced | $43.4k600 shares |
| Point72 Asset Management, L.P. | New | $28.9k400 shares |
| GROUP ONE TRADING LLC | Reduced | $21.7k300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 3 | $877.5k | — |
| Q2 2025 | 0 | — | 1 | $166.4k | — |
| Q3 2025 | 0 | — | 1 | $238.2k | — |
| Q4 2025 | 0 | — | 2 | $665.9k | — |
| Q1 2026 | 0 | — | 2 | $681.4k | — |
| Q2 2026 | 0 | — | 1 | $489.2k | — |
| Q3 2026 | 0 | — | 1 | $213.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Conner Penelope M EVP-Cust Exp & Energy Strategy | Sold | $107.2k1.5k shares |
| 2026-08-24 | Conner Penelope M EVP-Cust Exp & Energy Strategy | Sold | $106.6k1.5k shares |
| 2026-06-04 | BUTLER GREGORY B Executive VP & General Counsel | Sold | $489.2k7.0k shares |
| 2026-05-08 | Mudge W Robert Trustee · By IRA | Bought | $49.9k750 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.05% of their portfolio | 42.7m $3.1bn | Added +565.1k |
| STATE STREET CORP 0.06% of their portfolio | 28.5m $2.1bn | Added +318.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 24.5m $1.8bn | Added +160.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.07% of their portfolio | 20.2m $1.5bn | Added +231.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 11.5m $831.2m | Added +240.6k |
| AQR CAPITAL MANAGEMENT LLC 0.27% of their portfolio | 10.7m $772.2m | Added +6.7m |
| FMR LLC 0.03% of their portfolio | 9.6m $690.8m | Reduced -3.2m |
| VICTORY CAPITAL MANAGEMENT INC 0.35% of their portfolio | 8.6m $618.2m | Added +1.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% of their portfolio | 6.6m $478.5m | Added +88.2k |
| Invesco Ltd. 0.03% of their portfolio | 6.1m $437.7m | Added +583.4k |
| MORGAN STANLEY 0.02% of their portfolio | 6.0m $436.4m | Added +153.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio | 5.9m $425.6m | Added +16.3k |
| Nuveen, LLC 0.09% of their portfolio | 5.2m $372.4m | Added +538.6k |
| Legal & General Group Plc 0.07% of their portfolio | 5.0m $359.2m | Added +81.0k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 4.6m $330.4m | Added +601.1k |
| DEUTSCHE BANK AG\ 0.09% of their portfolio | 4.3m $311.5m | Added +2.8m |
| NORGES BANK 0.03% of their portfolio | 4.3m $307.7m | Not comparable |
| HSBC HOLDINGS PLC 0.13% of their portfolio | 3.8m $272.1m | Added +103.2k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 3.7m $268.7m | Added +93.2k |
| Magellan Asset Management Ltd 5.55% of their portfolio | 3.4m $248.4m | Reduced -2.7m |
| Bank of New York Mellon Corp 0.04% of their portfolio | 3.1m $224.0m | Added +94.9k |
| ROYAL BANK OF CANADA 0.03% of their portfolio | 2.7m $195.4m | Reduced -54.0k |
| Zimmer Partners, LP 4.60% of their portfolio | 2.7m $194.5m | Reduced -650.9k |
| ProShare Advisors LLC 0.26% of their portfolio | 2.5m $182.4m | Added +106.6k |
| Amundi 0.04% of their portfolio | 2.4m $171.5m | Added +70.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.3m $164.2m | Added +178.5k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 2.1m $152.6m | Added +1.4k |
| FIRST TRUST ADVISORS LP 0.09% of their portfolio | 2.1m $149.4m | Added +155.2k |
| UBS Group AG 0.02% of their portfolio | 2.0m $146.2m | Added +137.9k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 2.0m $142.3m | Reduced -292.9k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.9m $138.5m | Added +201.0k |
| MACKENZIE FINANCIAL CORP 0.11% of their portfolio | 1.5m $110.4m | Added +402.2k |
| LSV ASSET MANAGEMENT 0.20% of their portfolio | 1.5m $109.1m | Reduced -6.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.5m $107.5m | Added +82.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.5m $106.1m | Reduced -115.2k |
| ONTARIO TEACHERS PENSION PLAN BOARD 0.66% of their portfolio | 1.4m $103.9m | Added +1.4m |
| Empower Advisory Group, LLC 0.22% of their portfolio | 1.3m $94.1m | Added +25.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.3m $91.7m | Reduced -930.0k |
| Bridgewater Associates, LP 0.35% of their portfolio | 1.2m $86.4m | New |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.06% of their portfolio | 1.2m $87.5m | Added +140.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.31% of their portfolio | 1.2m $85.3m | Reduced -768.5k |
| Robeco Institutional Asset Management B.V. 0.10% of their portfolio | 1.1m $83.1m | Reduced -163.4k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 1.1m $78.9m | Reduced -1.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 1.1m $79.2m | Added +170.1k |
| Quantinno Capital Management LP 0.09% of their portfolio | 1.1m $77.6m | Added +291.1k |
| Swiss National Bank 0.04% of their portfolio | 1.1m $76.6m | Reduced -41.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 982.3k $71.0m | Added +68.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 970.4k $70.1m | Added +195.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.04% of their portfolio | 909.3k $65.7m | Added +7.2k |
| Aberdeen Group plc 0.09% of their portfolio | 872.3k $63.0m | Added +38.8k |
| M&G PLC 0.31% of their portfolio | 865.9k $62.3m | Reduced -15.3k |
| California Public Employees Retirement System 0.04% of their portfolio | 864.5k $62.5m | Reduced -125.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.06% of their portfolio | 854.9k $61.8m | Reduced -155.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 827.0k $59.8m | Added +346.0k |
| Russell Investments Group, Ltd. 0.05% of their portfolio | 814.8k $59.0m | Added +4.5k |
| Vanguard Global Advisers, LLC 0.03% of their portfolio | 809.2k $58.5m | Reduced -8.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.04% of their portfolio | 791.4k $57.2m | Added +91.9k |
| Man Group plc 0.10% of their portfolio | 791.0k $57.2m | Reduced -161.6k |
| RHUMBLINE ADVISERS 0.04% of their portfolio | 760.1k $54.9m | Added +14.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.12% of their portfolio | 751.3k $54.3m | Added +18.6k |
| Swedbank AB 0.05% of their portfolio | 747.7k $54.0m | Added +45.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 736.0k $53.2m | Reduced -6.0k |
| National Pension Service 0.03% of their portfolio | 729.6k $52.7m | Added +28.6k |
| Vest Financial, LLC 0.55% of their portfolio | 726.7k $52.5m | Added +1.2k |
| CANADA LIFE ASSURANCE Co 0.08% of their portfolio | 714.5k $51.5m | Reduced -70.8k |
| OLD REPUBLIC INTERNATIONAL CORP 1.91% of their portfolio | 703.9k $50.9m | Unchanged |
| GABELLI FUNDS LLC 0.32% of their portfolio | 688.4k $49.7m | Reduced -75.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 663.2k $47.9m | Added +634.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.06% of their portfolio | 637.8k $46.1m | Reduced -9.9k |
| AVIVA PLC 0.07% of their portfolio | 627.3k $45.3m | Added +4.0k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.21% of their portfolio | 598.6k $43.3m | Reduced -67.7k |
| IEQ CAPITAL, LLC 0.20% of their portfolio | 595.4k $43.0m | Added +290.7k |
| Boston Trust Walden Corp 0.33% of their portfolio | 594.7k $43.0m | Reduced -51.5k |
| LAZARD ASSET MANAGEMENT LLC 0.06% of their portfolio | 575.9k $41.6m | Added +31.7k |
| LPL Financial LLC 0.01% of their portfolio | 561.9k $40.6m | Added +37.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 546.3k $39.5m | Added +81.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 539.0k $39.0m | Added +7.0k |
| Cerity Partners LLC 0.05% of their portfolio | 537.4k $38.8m | Added +322.1k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% of their portfolio | 526.1k $38.0m | Reduced -147.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 522.6k $37.8m | Added +141.9k |
| Vontobel Holding Ltd. 0.12% of their portfolio | 511.8k $37.0m | Added +8.3k |
| Electron Capital Partners, LLC 1.46% of their portfolio | 507.2k $36.7m | New |
| CITIGROUP INC 0.02% of their portfolio | 496.6k $35.9m | Added +119.6k |
| Mariner, LLC 0.04% of their portfolio | 492.9k $35.6m | Added +269.6k |
| Retirement Systems of Alabama 0.10% of their portfolio | 470.4k $34.0m | Reduced -668 |
| BARCLAYS PLC 0.01% of their portfolio | 459.7k $33.2m | Reduced -674.2k |
| Freestone Grove Partners LP 0.22% of their portfolio | 456.8k $33.0m | Added +446.9k |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 453.7k $32.8m | Added +23.3k |
| KBC Group NV 0.07% of their portfolio | 448.4k $32.4m | Added +259 |
| AE Wealth Management LLC 0.15% of their portfolio | 443.3k $32.0m | Added +63.0k |
| ALPS ADVISORS INC 0.15% of their portfolio | 441.3k $31.9m | Added +55.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% of their portfolio | 432.7k $31.2m | Reduced -18.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 428.2k $30.9m | Added +6.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 427.3k $29.6m | Reduced -21.9k |
| HighTower Advisors, LLC 0.03% of their portfolio | 412.5k $29.8m | Added +45.1k |
| Arbejdsmarkedets Tillaegspension 0.63% of their portfolio | 401.8k $29.0m | Added +251.9k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.05% of their portfolio | 399.7k $28.9m | Reduced -4.3k |
| DANSKE BANK A/S 0.06% of their portfolio | 395.5k $28.6m | Added +19.7k |
| Swiss Life Asset Management Ltd 0.12% of their portfolio | 388.9k $28.1m | Reduced -22.5k |
| Maryland State Retirement & Pension System 0.47% of their portfolio | 377.2k $27.3m | Added +20.6k |