§ UTILITIES
NEW YORK STOCK EXCHANGE, INC. · USD · Utilities

ES

Eversource Energy
NEW YORK STOCK EXCHANGE, INC. · USDSector · UtilitiesMarket cap · $26085.78TBeta · 0.80
LAST · MARKET CLOSE
71.60
−0.55 ▼ 0.76%PREV CLOSE · $72.15
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 72.42HIGH 72.51LOW 71.58VOL 0AVG VOL 52W 52.28 — 76.41
EVENTSJUN 05 · BGB SELL
§ 02 · AC TAKE
Where we stand
HOLDAWAITING UPDATE

ES reference view — institutional positioning, fundamentals and flow.

AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.

CONVICTION
50/100
TIME HORIZON
6M
Read the full note →

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

13F FLOW
592 increased/new, 307 decreased/exited (13F)
AC 13F Analysis
INSIDER
−$489K
1 txn · 90d
SHORT INT
FINRA · bi-monthly
OPTIONS SKEW
CBOE · 30d
ANALYST
Street consensus
CROWDING
Ownership percentile

§ 04 · FUNDAMENTALS · THE BOOKS

P/E15.4P/S
EV/EBITDAP/B1.54
Revenue (TTM)Rev YoY
Gross marginOp margin
Net incomeFCF
CashDebt
Dividend4.66%Buybacks 1Y
AC INTELLIGENCE

Fundamentals snapshot for ES. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Belvedere Trading LLC2.2M17.5%+24%
Belvedere Trading LLC586K4.6%
State Street28.2M0.1%+1%
VANGUARD CAPITAL MANAGEMENT LLC24.4M0.0%
VANGUARD CAPITAL MANAGEMENT LLC24.4M0.0%
VANGUARD PORTFOLIO MANAGEMENT LLC20.0M0.1%
AC INTELLIGENCE

Top institutional owners for ES as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER8.9% · 0 holders
OTHER36.5% · 867 holders
PASSIVE / INDEX20.0% · 12 holders
DEALER / BANK17.2% · 79 holders
QUALITY / COMPOUNDER13.1% · 35 holders
INCOME / DEFENSIVE2.9% · 49 holders
SYSTEMATIC / QUANT1.2% · 12 holders
TACTICAL / MACRO0.3% · 5 holders
ACTIVIST0.0% · 1 holder
GROWTH / MOMENTUM0.0% · 1 holder
DEEP VALUE0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

DateInsiderRoleActionShares$ value
JUN 05BUTLER GREGORY BSELL7K−$489K
MAY 11Mudge W RobertBUY750+$50K
MAR 06Conner Penelope MSELL1K−$105K
FEB 25CLEVELAND COTTON MSELL3K−$193K
FEB 24Kim John YSELL6K−$472K
FEB 20Moreira John M.SELL8K−$576K
AC INTELLIGENCE

2 insider buys, 11 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.

§ 08 · COVERAGE · OUR RECENT NOTES