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EVERSOURCE ENERGY (ES)
Institutional ownership, SEC filings and insider activity
Sector: Infrastructure & Utilities · SEC CIK 0000072741 · EDGAR filings · Updated 2026-07-01
EVERSOURCE ENERGY (ES) has reported institutional ownership of 83.2%, with 1,052 institutional managers holding positions valued at $21.7B per the latest 13F reporting period. SEC filings include an active material impairment disclosure (8-K Item 2.06).
Latest updates
- 2026-07-01 — Current report (8-K) filed
- 2026-06-12 — 11-K filed
- 2026-06-05 — Insider transaction reported (Form 4)
- 2026-06-04 — Notice of proposed sale filed (Form 144)
- 2026-05-18 — Insider transaction reported (Form 4)
- 2026-05-11 — Insider transaction reported (Form 4)
- 2026-05-07 — Quarterly report (10-Q) filed
- 2026-05-06 — Current report (8-K) filed
Institutional ownership overview
According to SEC 13F filings tracked by Sightfile, EVERSOURCE ENERGY has 1,052 institutional holders and institutional ownership of 83.2%.
| # | Institution | Reported value | % of tracked total |
|---|---|---|---|
| 1 | BlackRock, Inc. | $2.92B | 13.5% |
| 2 | STATE STREET CORP | $1.95B | 9.0% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $1.69B | 7.8% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.39B | 6.4% |
| 5 | FMR LLC | $886.6M | 4.1% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $780.3M | 3.6% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | $507.0M | 2.3% |
| 8 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $452.6M | 2.1% |
| 9 | Magellan Asset Management Ltd | $428.3M | 2.0% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $407.9M | 1.9% |
Full holder history and quarter-over-quarter changes are available inside the app.
Insider activity
Insiders reported 61 transactions (1 buys, 14 sells) across 17 reporting insiders, with a net reported value of −$3.43M.
Quarterly net insider value, as reported in Form 4 filings.
Data flags from SEC filings
Debt maturity schedule
Principal coming due by year for EVERSOURCE ENERGY, from the company's own SEC prospectus filings (424B) tracked by Sightfile.
| Year | Bond series maturing | Known principal due |
|---|---|---|
| 2026 | 1 | — |
| 2027 | 3 | — |
| 2028 | 2 | — |
| 2029 | 2 | — |
| 2030 | 2 | — |
| 2031 | 2 | — |
| 2032 | 2 | — |
| 2033 | 2 | — |
| 2034 | 2 | — |
| 2050 | 1 | — |
| 2056 | 2 | — |
Coupons, seniority and prospectus links for each series are available inside the app.
Fails-to-deliver
The SEC's fails-to-deliver file for 2026-06-29 reports 18,411 failed-to-deliver shares ($2.61M) for ES — an official data point published by the SEC, shown as reported.
Related companies
PPL CORP (PPL) · DTE ENERGY CO (DTB) · CMS ENERGY CORP (CMS) · NISOURCE INC (NI) · ENERGY TRANSFER L P (ET) · EVERGY INC (EVRG)
See full history, cross-references and alerts on SightfileData sources: SEC EDGAR (filings, 13F, FTD), aggregated by Sightfile. Page updated 2026-07-01.