Eversource Energy· ES

🇺🇸 US · LargeSP500NYSE

Utilities Regulated Electric Website

Price: $67.72
Day: -1.84%
Mkt Cap: $25.47B
52W Range: $63.45 – $76.57
Volume: 5.76M
Beta: 0.70

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.8 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 1,139 institutions hold; 633 added, 324 reduced
Insiders Q3 2026: no purchases, 2 sales ($213.9K)

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Eversource Energy

ES|Utilities|Regulated Electric

Current price: $68

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.4x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 1.7 avg per quarter

Institutional net breadth · Q2 2026

+362

790 adding vs 428 reducing

Institutional ownership · Q2 2026

87.8%

1,139 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

42.7M

+1.2%

STATE STREET CORP

28.5M

+1.0%

VANGUARD CAPITAL MANAGEMENT LLC

24.5M

+0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.2M

+1.0%

GEODE CAPITAL MANAGEMENT, LLC

11.5M

+2.0%

AQR CAPITAL MANAGEMENT LLC

10.7M

+170.5%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

107

199

107

107 buying199 unchanged107 selling

413 funds held ES in Q2 2026, holding 134.3M shares between them, up 1.6% on the quarter.

Largest fund holders

SPDR SERIES TRUST6.8M sh

NATIONWIDE MUTUAL FUNDS225.1K sh

GLENMEDE FUND INC36.7K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Feb 28

BUTLER GREGORY B

$752.1K

Sale · Feb 19

Moreira John M.

$576.4K

Sale · Feb 26

CLEVELAND COTTON M

$492.1K

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 20, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

ES Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.8/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+82

Fund Flow

10% weight

Overall Smart Money sentiment of 3.8/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 19, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for ES

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $213.9K (3.0K shares)

Share volume is below the historical pace (0.4x average)

All sales came from a single insider

Sell-only pattern: no insider purchases across 15 quarters

Steady selling pace across recent quarters

0.4x

Selling pace

quarter in progress, filings still arriving

0.35%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 1.7 avg per quarter

None

Insider buying

in the last 16 quarters

Notable Recent Transactions, ES

Top 8 highest-value insider trades from the last 8 quarters

BUTLER GREGORY B

Executive VP & General Counsel

Sell

12,000 shares at $62.68

≈16.4% of their stake at the time

Feb 28, 2025$752.15K

Moreira John M.

CFO

Sell

7,800 shares at $73.90

≈15.3% of their stake at the time

Feb 19, 2026$576.42K

CLEVELAND COTTON M

Trustee

Sell

7,749 shares at $63.50

≈9.3% of their stake at the time

Feb 26, 2025$492.06K

BUTLER GREGORY B

Executive VP & General Counsel

Sell

7,000 shares at $69.88

≈11.1% of their stake at the time

Jun 4, 2026$489.16K

Kim John Y

Trustee

Sell

6,339 shares at $74.49

≈100.0% of their stake at the time

Feb 23, 2026$472.19K

Kim John Y

Trustee

Sell

6,000 shares at $73.57

≈32.7% of their stake at the time

Feb 19, 2026$441.42K

Kim John Y

Trustee

Sell

6,000 shares at $73.56

≈48.6% of their stake at the time

Feb 20, 2026$441.33K

BUTLER GREGORY B

Executive VP & General Counsel

Sell

5,000 shares at $73.08

≈8.1% of their stake at the time

Nov 12, 2025$365.40K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for ES

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

87.8% institutional ownership

Moderate accumulation: 790 adding vs 428 reducing

13F shares increased by 5.2%, a significant shift

+362

Net breadth

790 adding vs 428 reducing

Accumulating

1.85

Add / reduce ratio

in Q2 2026

+53

New − closed

157 initiated, 104 exited

9 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+790 growing-428 shrinkingNet: +362

157

633

324

104

New (157)

Increased (633)

Reduced (324)

Closed (104)

Top Institutional Holders, ES

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

42.7M

$3.1B

Ownership

11.34%

+1.2%

STATE STREET CORP

28.5M

$2.1B

Ownership

7.56%

+1.0%

VANGUARD CAPITAL MANAGEMENT LLC

24.5M

$1.8B

Ownership

6.52%

+0.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

20.2M

$1.5B

Ownership

5.37%

+1.0%

GEODE CAPITAL MANAGEMENT, LLC

11.5M

$831.2M

Ownership

3.07%

+2.0%

AQR CAPITAL MANAGEMENT LLC

10.7M

$772.2M

Ownership

2.84%

+170.5%

FMR LLC

9.6M

$690.8M

Ownership

2.54%

-25.4%

VICTORY CAPITAL MANAGEMENT INC

8.6M

$618.2M

Ownership

2.27%

+16.7%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 413 ETFs and mutual funds reporting

107 buying107 sellingNet: 0

107

199

107

Buying (107)

Unchanged (199)

Selling (107)

In total, funds bought 5.0M shares and sold 2.8M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

413 ETFs and mutual funds reporting

107 buying vs 107 selling (balanced)

Top Fund Holders, ES

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

6.8M

Weight

33.67%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

225.1K

Weight

0.03%

Jul 31, 2026Decreased

GLENMEDE FUND INC

36.7K

Weight

2.23%

Jul 31, 2026Increased

Northern Lights Fund Trust

14.0K

Weight

0.03%

Jul 31, 2026No change

EIP INVESTMENT TRUST

13.7K

Weight

17.06%

Jul 31, 2026No change

FIRST TRUST EXCHANGE-TRADED FUND II

5.5K

Weight

0.04%

Jun 30, 2026Increased

PRUDENTIAL INVESTMENT PORTFOLIOS 8

5.3K

Weight

0.01%

Jun 30, 2026Decreased

FEDERATED HERMES INSURANCE SERIES

5.3K

Weight

0.14%

Jun 30, 2026Increased

Eversource Energy· ES

Holdings Analysis

Insider Trading Activity

1.3Transaction History103Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings176Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History103Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings176Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights