What is the 13F Pro Quality Score for ES?

13F Pro ranks EVERSOURCE ENERGY (ES) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View ES's current score at https://13fpro.ai/company/ES (free sign-up required for the full ranking).

Which hedge funds own the most ES stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of ES include BlackRock,, STATE STREET, VANGUARD CAPITAL MANAGEMENT. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/ES as soon as new 13F filings post.

Where does 13F Pro source ES data?

All EVERSOURCE ENERGY fundamentals and ownership data come directly from SEC EDGAR. EVERSOURCE ENERGY files with the SEC under CIK 72741. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is ES in?

EVERSOURCE ENERGY (ES) is classified in the Utilities sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/utilities.

What drives ES's revenue?

Per EVERSOURCE ENERGY's latest 10-Q filed with the SEC on 2026-08-03, the biggest revenue drivers are: Electric Distribution ($2,183.5M, +$17.1M YoY); Eliminations (-$892.2M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/ES.

What are ES's largest expenses?

EVERSOURCE ENERGY's latest 10-Q reports these as the largest expense items: Purchased Power, Purchased Natural Gas and Transmission ($939.5M, +$120.8M YoY); Operations and Maintenance ($480.4M, +$12.8M YoY); Depreciation ($423.9M, +$38.3M YoY). Sourced directly from SEC EDGAR filing text for Q2 FY2026 (quarter ended June 30, 2026).

How often is ES research updated on 13F Pro?

ES's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

EVERSOURCE ENERGY(ES)Stock Analysis

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SEC EDGAR: CIK 72741 ES stock profile & AI dashboard →

13F Pro Quality Score

66.1/100

Rank #442 of 2,961 stocksTOP 25%

View Utilities peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

63.6/100

Profitability

71.5/100

Balance Sheet

55.4/100

Earnings Quality

84.6/100

Free Cash Flow

32.8/100

Institutional Flow

64.0/100

Revenue Scale

89.4/100

Dilution Risk

84.0/100

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Why ES Scores 66/100

exact factor attribution · 2026-09-11

ES's composite is driven by scale and earnings quality, held back by free cash flow. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.9 pts

89th pct

Earnings quality

+3.5 pts

85th pct

Profitability

+3.2 pts

72th pct

Revenue growth

+2.7 pts

64th pct

Shareholder dilution

+1.7 pts

84th pct

Institutional flow

+0.7 pts

64th pct

Capital efficiency

+0.5 pts

55th pct

Earnings growth

+0.4 pts

59th pct

Free cash flow

-2.6 pts

33th pct

Latest change (2026-08-04): 67 → 62 · ↓ Earnings growth 84→48

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

ES Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for EVERSOURCE ENERGY (ES), a Utilities sector company. 13F Pro's AI-powered ranking engine scores ES at 66.1/100 on a 32-signal composite quality model, placing it at rank #442 of 2,961 stocks — the top 25% of the AI-ranked universe. ES scores in the top quartile across revenue scale (89.4), earnings quality (84.6). Areas of concern include free cash flow (32.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), EVERSOURCE ENERGY reports quarterly revenue of $2.9B, net income of $55.6M, an operating margin of 18.6%. Top institutional holders of ES by reported 13-F value include BlackRock, STATE STREET, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. ES trades on the NYSE exchange and files with the SEC under CIK 72741. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ES daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for EVERSOURCE ENERGY directly from SEC EDGAR. EVERSOURCE ENERGY's 13F Pro composite quality score has ranged between 50 and 67 since 2021, currently 66.1 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

What's Driving ES's Business? Latest 10-Q Breakdown

✓ 37/37 datapoints verified

AI-extracted from EVERSOURCE ENERGY's 10-Q filed 2026-08-03 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Eversource earned just $53.7M ($0.14/share) in Q2 2026, down from $352.7M ($0.96/share) a year ago, as a $111.4M after-tax Aquarion sale charge and a $164.0M after-tax offshore wind charge overwhelmed steady distribution revenue growth.

Biggest Revenue Drivers

Electric Distribution$2,183.5M+$17.1M YoY

Higher revenues from base distribution rate increases at NSTAR Electric (Jan 1, 2026) and PSNH (Aug 1, 2025)

Eliminations-$892.2M

Intercompany/intersegment revenue eliminated in consolidation, primarily transmission charges billed to distribution businesses

Biggest Revenue Drivers

Total revenue: $2,903.2M+2.3% YoY

Electric Distribution$2,183.5M+$17.1M YoY

Higher revenues from base distribution rate increases at NSTAR Electric (Jan 1, 2026) and PSNH (Aug 1, 2025)

Eliminations-$892.2M

Intercompany/intersegment revenue eliminated in consolidation, primarily transmission charges billed to distribution businesses

Largest Expense Items

Purchased Power, Purchased Natural Gas and Transmission$939.5M+$120.8M YoY

Higher energy supply procurement costs, higher natural gas supply costs, and higher transmission costs including ISO-NE charges

Operations and Maintenance$480.4M+$12.8M YoY

Higher tracked electric costs and Eversource Parent/Other companies operating expenses

Depreciation$423.9M+$38.3M YoY

Higher net plant in service balances and higher depreciation rates at Yankee Gas following its November 2025 rate case decision

Sale of Aquarion$111.4M

Non-cash charge recognized on the June 30, 2026 sale of the Aquarion water distribution business

Margins: Operating income fell to $540.9M from $663.0M a year ago, driven by the $111.4M Aquarion sale charge, higher purchased power/transmission and depreciation costs, and the FERC-mandated ROE reduction, partially offset by distribution rate increases.

Watch Items from the Filing

FERC's March 19, 2026 decision cut the allowed transmission base ROE from 10.57% to 9.57%, with an estimated pre-tax refund exposure of $62.0M to $968.4M (only $62.0M accrued); the reduction is expected to cut future annual after-tax earnings by ~$70M.
Eversource recorded a $194M pre-tax charge in Q2 2026 (total contingent liability $409.2M) to cover cost overruns on the Revolution Wind project sold to GIP, and further cost increases remain possible.
Completed the $2.4B sale of Aquarion on June 30, 2026, generating ~$1.7B of net proceeds earmarked to reduce Eversource parent debt.
CL&P filed a base distribution rate case on July 14, 2026 seeking ~$451M in additional annual revenue (plus storm cost recovery), with a PURA decision expected by June 29, 2027.
PURA's July 29, 2026 decision approved $869.4M of CL&P's $974.2M requested storm costs but denied carrying-cost recovery for the deferral period, with the P&L impact to be recorded in Q3 2026.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$2.9B

Net Income

Q2 2026

$55.6M

Free Cash Flow

Q2 2026

$76.3M

Operating Margin

Q2 2026

18.6%

ROIC

Q2 2026

4.8%

D/E Ratio

Q2 2026

1.78

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+13.8% YoY

$13.55BFY 2025

FY22 $12.29BFY23 $11.91BFY24 $11.90BFY25 $13.55B

Net Income

—FY 2025

FY22 $1.41BFY23 $-434.7MFY24 —FY25 —

Operating Income

+24.1% YoY

$2.99BFY 2025

FY22 $2.20BFY23 $2.40BFY24 $2.41BFY25 $2.99B

EPS (Diluted)

+100.9% YoY

$4.56FY 2025

FY22 $4.05FY23 $-1.26FY24 $2.27FY25 $4.56

Total Assets

+7.0% YoY

$63.79BFY 2025

FY22 $53.23BFY23 $55.61BFY24 $59.59BFY25 $63.79B

Total Debt

+5.8% YoY

$28.27BFY 2025

FY22 $21.04BFY23 $24.41BFY24 $26.70BFY25 $28.27B

Op. Cash Flow

+90.5% YoY

$4.11BFY 2025

FY22 $2.40BFY23 $1.65BFY24 $2.16BFY25 $4.11B

Free Cash Flow

+98.1% YoY

$-45.1MFY 2025

FY22 $-1.04BFY23 $-2.69BFY24 $-2.32BFY25 $-45.1M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$13.55B +13.8%	$11.90B -0.1%	$11.91B -3.1%	$12.29B +24.6%	$9.86B +10.8%	$8.90B
Net Income	—	—	$-434.7M -130.8%	$1.41B +15.0%	$1.23B +1.3%	$1.21B
Operating Income	$2.99B +24.1%	$2.41B +0.4%	$2.40B +9.2%	$2.20B +10.3%	$1.99B +0.2%	$1.99B
EPS (Diluted)	$4.56 +100.9%	$2.27 +280.2%	$-1.26 -131.1%	$4.05 +14.4%	$3.54 -0.3%	$3.55
Total Assets	$63.79B +7.0%	$59.59B +7.2%	$55.61B +4.5%	$53.23B +9.8%	$48.49B +5.2%	$46.10B
Total Debt	$28.27B +5.8%	$26.70B +9.4%	$24.41B +16.0%	$21.04B +15.5%	$18.22B +12.6%	$16.18B
Operating Cash Flow	$4.11B +90.5%	$2.16B +31.2%	$1.65B -31.4%	$2.40B +22.4%	$1.96B +16.6%	$1.68B
Free Cash Flow	$-45.1M +98.1%	$-2.32B +13.7%	$-2.69B -158.6%	$-1.04B +14.2%	$-1.21B +3.8%	$-1.26B

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Available Research

13F Pro tracks comprehensive data for EVERSOURCE ENERGY including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of ES

BlackRock, Inc.
$3.1B42,706,691 sh
STATE STREET CORP
$2.1B28,475,822 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.8B24,543,557 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B20,234,827 sh
GEODE CAPITAL MANAGEMENT, LLC
$831.2M11,541,887 sh
AQR CAPITAL MANAGEMENT LLC
$772.2M10,684,244 sh
FMR LLC
$690.8M9,557,924 sh
VICTORY CAPITAL MANAGEMENT INC
$618.2M8,553,991 sh
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$478.5M6,620,413 sh
Invesco Ltd.
$437.7M6,056,927 sh

Fund	Value	Shares
BlackRock, Inc.	$3.1B	42,706,691
STATE STREET CORP	$2.1B	28,475,822
VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	24,543,557
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	20,234,827
GEODE CAPITAL MANAGEMENT, LLC	$831.2M	11,541,887
AQR CAPITAL MANAGEMENT LLC	$772.2M	10,684,244
FMR LLC	$690.8M	9,557,924
VICTORY CAPITAL MANAGEMENT INC	$618.2M	8,553,991
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME	$478.5M	6,620,413
Invesco Ltd.	$437.7M	6,056,927

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Is ES a good stock to buy?

13F Pro's AI-powered analysis of EVERSOURCE ENERGY (ES) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Utilities sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ES are available on the ES stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. ES is classified as a large company.

Which hedge funds own ES?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ES. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of EVERSOURCE ENERGY's investment landscape.