ES Eversource Energy (D/B/A) Common Stock

NYSE · Utilities · Ver en SEC EDGAR ↗
$72,70
Precio · Ago 18, 2026
Fundamentales a fecha de Ago 3, 2026

Acerca de Eversource Energy (D/B/A) Common Stock Descripción general de la empresa de Wikipedia

Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Springfield, Massachusetts with additional corporate offices in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers in Connecticut, Massachusetts, and New Hampshire.

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Eversource Energy is a publicly traded, Fortune 500 energy company headquartered in Springfield, Massachusetts with additional corporate offices in Hartford, Connecticut, and Boston, Massachusetts, with several regulated subsidiaries offering retail electricity, natural gas service and water service to approximately 4 million customers in Connecticut, Massachusetts, and New Hampshire.

Following its 2012 merger with Boston-based NSTAR, Northeast Utilities had more than 4,270 circuit miles of electric transmission lines, 72,000 pole miles of distribution lines, and 6,459 miles of natural gas pipeline in New England.

Through predecessors New England Gas & Electric System and Commonwealth Energy Systems, Eversource is the direct legal successor of the Associated Gas & Electric System, a labyrinthine trust corporation based in Massachusetts controlling over a hundred regional gas, electric, railroad and other utility monopolies across the United States, and as distant as Manila. On February 2, 2015, this company and all its subsidiaries rebranded themselves as "Eversource Energy". The stock symbol changed on February 19, 2015, from "NU" to "ES".

Corporate structure

Before its rebranding, the company operated six main subsidiaries: Connecticut Light and Power (CL&P), Public Service Company of New Hampshire (PSNH), Western Massachusetts Electric Company (WMECO), Yankee Gas Services Company (Yankee Gas), NSTAR Electric, and NSTAR Gas. NSTAR itself was the product of corporate mergers, and included the former Boston Edison Company, Cambridge Electric Light Company, Commonwealth Electric Company, Commonwealth Gas, and Cambridge Gas Company. All now currently operate under the Eversource name.

Eversource remains Connecticut's largest electric utility, serving more than 1.2 million residential, municipal, commercial and industrial customers in approximately 149 cities and towns.

Eversource is also New Hampshire's largest electric utility, serving over 500,000 customers, including homes and businesses, in 211 cities and towns throughout the state.

Furthermore, Eversource is a major energy distributor to 1.7 million customers across Massachusetts, including over 1.4 million electric customers in 140 communities and over 600,000 natural gas customers in 125 communities.

History

The Rocky River Power Company, formed in 1905 by J. Henry Roraback, became the Connecticut Light and Power Company in 1917. Eversource predecessor Northeast Utilities (NU) was formed on July 1, 1966, under CEO Lelan Sillin, with the merger of the Connecticut Light and Power Company (CL&P, formed in 1917), Western Massachusetts Electric Company (WMECO, formed in 1886), and the Hartford Electric Light Company (HELCO, formed in 1878) under a single parent company, creating the first new multi-state public utility holding company since the enactment of the Public Utility Holding Company Act of 1935. In 1967, Holyoke Water Power Company (HWP) (formed in 1859) joined the NU System. Public Service Company of New Hampshire (PSNH, formed in 1926), a private company at the time, declared bankruptcy in January 1988 due to problems obtaining a license for the completed Seabrook Nuclear Power Plant. and in 1992 was merged into Northeast Utilities.

In 1999, Con Edison and Northeast Utilities entered negotiations that would have created one of the largest utilities in the United States. However, Con Edison backed out of the merger in 2001 after Connecticut's Attorney General Richard Blumenthal threatened lawsuits to block it.

Legislation passed in the late 1990s deregulated the electricity market in New England and required regulated utilities to divest generating stations to competitive suppliers. In 1999 the company divested all of the generating assets of WMECO and CL&P per requirements of the Massachusetts and Connecticut legislation. The company retained some of these assets by transferring them to a new subsidiary called Northeast Generation which functioned as a competitive supplier and sold the other assets entirely: WMECO's West Springfield Generating Station and several related hydroelectric and fossil fuel generating units were sold to Con Edison, while other assets (most notably the Northfield Mountain hydroelectric facility) were transferred to Northeast Generation.

In 2001, NU sold the assets and operations of its subsidiary, the Holyoke Water Power Company, to the City of Holyoke including the HWP electrical distribution system and customer base and all generation with the exception of the Mt. Tom coal-fired power plant which NU retained. The city's municipal gas and electric department assumed responsibility for the generators and absorbed the HWP distribution customer base. Between 2000 and 2002 due to state laws, NU divested WMECO, CL&P, and PSNH's nuclear generating assets which consisted of their stakes in the Seabrook, Millstone, and Vermont Yankee stations.

In November 2005, the company announced it would sell its unregulated competitive businesses, including generation and energy services. In November 2006 the company had essentially completed the divestiture of its competitive businesses.

In 2006, NU decided to sell the generating units it had earlier retained in the 1999 divestiture as competitive suppliers and shut down its competitive generation business units. The Northeast Generation assets, including Mount Tom Station and Northfield Mountain, were all sold to Energy Capital Partners. PSNH continued to operate regulated hydroelectric and fossil fuel generation assets to serve its default/basic service customers who did not choose an alternative competitive supplier.

In October 2010, Northeast Utilities announced that it would merge with NSTAR, the major electric and gas provider in Greater Boston, with the resulting company retaining the Northeast Utilities name for the next several years. After government approvals, the deal closed in April 2012.

In 2015, the company (now known as Eversource) agreed to sell all of its New Hampshire generation assets in the same manner it sold its assets in Massachusetts and Connecticut between 2000 and 2006. The sale of the New Hampshire generation fleet was approved by the state's Public Utilities Commission on November 29, 2017, and completed on January 10, 2018.

In June 2017, Eversource announced its merger with Aquarion Water Company for $1.675 billion. Aquarion would become a fully owned subsidiary and retain its own name, adding 300 employees and 230,000 customers in Connecticut, Massachusetts, and New Hampshire. In December 2017, the merger was completed after government approval.

In 2016, Eversource started joint ventures for wind farm developments with Ørsted. In 2023, Eversource announced it would sell off its equity in these projects (Bay State Wind, South Fork Wind, Revolution Wind, and Sunrise Wind) at an expected loss of $200 million.

Infrastructure

Eversource Energy has participated in a number of projects to maintain the reliability of the power grid in southwest Connecticut. The first project was construction of the $350 million 345 kilovolt Bethel–Norwalk transmission line through the western part of the state, and was constructed entirely by the company when it was still known as Northeast Utilities.

With United Illuminating, an upgrade to the 69-mile (112 km), 345 kilovolt Middletown-Norwalk transmission line was energized in 2009 at a cost of $900 million.

In 2013, the Greater Springfield Reliability Project, a component of the ongoing New England East-West Solution, was energized at a cost of $795 million. The project addressed numerous reliability issues with the Springfield, MA area's 115 kV transmission system by constructing two new 345 kV lines to the Agawam substation; one line north to Ludlow and the other south to North Bloomfield, Connecticut.

The new 345 kV corridor added a new strong interface between Massachusetts and Connecticut. The project also involved rebuilding all of the 115 kV lines along the transmission corridor between South Agawam and Ludlow to increase their capacities, building a new 115 kV transmission substation in East Springfield (Cadwell), replacing the Fairmont 115 kV transmission substation in Chicopee with a new substation across the street, and configuring a new 115 kV line from South Agawam to Southwick using a combination of both new and old line segments of the former 115 kV path between Agawam and North Bloomfield. The new Cadwell and Fairmont switching stations allowed a number of three-terminal 115 kV lines to be broken up into two-terminal lines. Finally, the project allowed a problematic underground 115 kV transmission path through the city of Springfield that was vulnerable to thermal overloads to be removed from service by breaking it in half at the middle. The underground lines now function solely to supply the distribution load served out of the Breckwood substation in Springfield. A previously proposed costly project that would have replaced the underground cables is no longer necessary. On November 20, 2013, cutover of 115 kV lines to the new Fairmont Switching Station was complete, marking substantial completion of the GSRP.

Eversource has taken action to support the use of electric vehicles. Starting in 2018, the company began spending $45 million over five years to install over 400 electric vehicle charging stations in Massachusetts. The project is part of the company's Grid Modernization plan. The company has switched much of its power source from coal to natural gas, wind, hydroelectricity and solar power.

HVDC transmission ("Northern Pass" Project)

As Northeast Utilities, the company signed on a joint venture with Hydro-Québec and NSTAR to build a new high-voltage direct current (HVDC) line from Windsor, Quebec (connecting with the Quebec grid) to a location in Franklin, New Hampshire. It was projected that the line would either run in an existing right-of-way adjacent to the HVDC line that runs through New Hampshire, or it would connect to a right-of-way in northern New Hampshire that would run through the White Mountains. This 180- to 190-mile line, projected to carry 1,200 megawatts, would have carried electricity to approximately one million homes. The issue of buying hydropower from Hydro-Québec had been an issue during the Massachusetts gubernatorial election of 2010. In November 2015, the Sierra Club of New Hampshire also expressed opposition for the new line, saying that it would not only benefit Connecticut and Massachusetts residents more than those in New Hampshire, but also the concern of the flooding of boreal forests during the construction of Hydro-Québec's dams in northern Quebec, disputes with the Innu First Nations, and the effects of tourism and the environment within the White Mountain National Forest.

On January 25, 2018, Massachusetts Governor Baker selected this "Northern Pass Transmission" (NPT) project as the winner for a clean energy procurement RFP.

However, days later on February 1, 2018, the New Hampshire Site Evaluation Committee voted unanimously to deny Eversource's controversial Northern Pass project a permit, leaving the future of the project, and $1.6 billion of Eversource's Transmission Rate Base Growth Projections in doubt.

On July 26, 2019, Eversource Energy announced that it was giving up Northern Pass after the New Hampshire Supreme Court rejected its appeal and sided with the SEC.

Controversy

After Eversource reported an 80 percent rise in electric transmission profits in Q2 2015, the Federal Energy Regulatory Commission (FERC) previously investigated the utility for having transmission rates that appear to be “unjust, unreasonable and unduly discriminatory or preferential”.

Political Connections

Also in 2015, Eversource fought the rooftop solar industry and supported anti-solar policies. In Massachusetts, they staffed the State House with lobbyists in order to end legislation promoting growth of the solar industry. During the 2015 legislative session in New Hampshire, Eversource opposed an increase to the state's solar net metering cap. New Hampshire's cap is lower than all neighboring states.

Eversource disclosed on its website politically related organization expenditures of $110,000 to the Democratic Governors Association in 2016, and payments made to trade associations that were used for lobbying or other political activities in excess of $135,000.

Rate hikes and solar charges

In Massachusetts, Attorney General Maura Healey testified in March, 2017 before the DPU urging it to deny Eversource's proposed $300 million rate increase. In her testimony, she challenged the need for Eversource's rate increase, noting NSTAR's and WMECo's high returns over the last few years. Referencing NSTAR's 2015 return of more than 13 percent, Attorney General Healey told the DPU that “[l]ast year, no state public utility commission in the country allowed a return that high.” Between 2010 and 2015, Eversource's shareholders of common stock received a cumulative total return (including quarterly dividends and the change in the market price per share) of 89 percent.

On November 30, 2017, the Massachusetts Department of Public Utilities on Thursday approved a much-reduced rate hike for Eversource Energy that will allow it to charge its Massachusetts electric customers tens of millions of dollars more a year. On December 20, 2017, Attorney General Maura Healey appealed the DPU ruling in the Eversource rate case, specifically the DPU's approval of a costly 10 percent shareholder return, one of the highest rates allowed by an electric distribution company regulator in the last five years.

On January 30, 2018, Massachusetts Rep. Thomas Golden and Sen. Michael Barrett held an Oversight Hearing on the DPU's decision to approve Eversource's proposal to include a demand charge as part of a monthly minimum reliability contribution on net metering customers. Rep. Golden accused the utility of purposefully making the new charges "as confusing as possible." He said, "Let me tell you something gentlemen, I'm not happy how this was rolled out. I'm not happy with the lack of information my office has received." Golden, co-chairman of the Committee on Telecommunications, Utilities and Energy, helped write the 2016 law that permits utilities to levy a new minimum monthly charge, and he told Eversource executives they were making it "extremely, extremely difficult" for him to continue to support them in the policy.

Price manipulation controversy

In 2017, an environmental group accused Eversource and Avangrid of driving up electric, gas rates over several winters by buying up shipment capacity on a major pipeline that they ultimately did not use. The Environmental Defense Fund said both utilities routinely reserved big deliveries of natural gas on the Algonquin pipeline system for frigid days, but then sharply reduced those orders too late in the day for others to use that capacity. Those orders had the effect of driving up wholesale prices for natural gas during peak winter heating periods and in turn increasing the costs of electricity generated by gas-fired power plants. The two utilities “engaged in behavior that would tend to have the largest impact on prices,” said N. Jonathan Peress, a senior director at the New York-based environmental group. “That implies they knew their efforts would have some sort of pricing impact that would provide them with some commercial benefit.” Representatives for both utilities denied they did anything improper.

Massachusetts Attorney General Maura Healey reviewed the findings, and U.S. Senator Richard Blumenthal asked the Federal Energy Regulatory Commission to open an investigation on the matter, as both the Connecticut Public Utilities Regulatory Authority and the Massachusetts Public Utilities Department are launching inquiries of their own.

On Feb. 27, 2018, FERC announced their investigation “revealed no evidence of anticompetitive withholding of natural gas pipeline capacity on Algonquin Gas Transmission by New England shippers.” It said that following an extensive review Commission staff “determined that EDF’s study was flawed and led to incorrect conclusions about the alleged withholding.”

A class-action lawsuit filed on November 14, 2017, against Avangrid, Inc. and Eversource Energy claims the two companies caused electricity consumers to incur overcharges of $3.6 billion in a years-long scheme that impacted six states and affected 14.7 million people. The lawsuit states that 7.1 million retail electricity customers and an overall population of 14.7 million people have been affected by Eversource and Avangrid's “unique monopoly” spanning at least from 2013 to 2016. On June 10, 2019, the case was thrown out of court as the judge stated natural gas prices are federally regulated and could not be interfered with by the court.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

ES Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

Precio
$72.69
Capitalización Bursátil
$27.33B
P/E (TTM)
16.0
BPA (TTM)
$4.56
Ingresos (TTM)
$13.55B
Rendimiento div.
4.0%
ROE
10.7%
Deuda/Capital
1.7
Rango 52S
$62 – $77

ES Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

Ingresos y Beneficio Neto $13.55B
10-point trend, +77.3%
2016-12-31 2025-12-31
BPA $4.56
10-point trend, +54.1%
2016-12-31 2025-12-31
Flujo de caja libre $-45M
10-point trend, -122.8%
2016-12-31 2025-12-31
Márgenes 12.6%

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica
Tendencia a 5 años
ES
Mediana de Pares
P/E (TTM)
5-point trend, -42.5%
16.0
21.8
P/S (TTM) (P/V (TTM))
5-point trend, -41.3%
2.0
1.9
P/B (P/C)
5-point trend, -27.3%
1.7
1.7
EV / EBITDA
5-point trend, -33.4%
10.3
Price / FCF (Precio / FCF)
5-point trend, -2068.9%
-606.1

Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC

Métrica
Tendencia a 5 años
ES
Mediana de Pares
Operating Margin (Margen Operativo)
5-point trend, +9.2%
22.1%
Net Profit Margin (Margen de Beneficio Neto)
5-point trend, +0.8%
12.6%
13.3%
ROA
5-point trend, +6.2%
2.8%
2.6%
ROE
5-point trend, +26.0%
10.7%
9.5%

Salud financiera Deuda, liquidez, solvencia — solidez del balance general

Métrica
Tendencia a 5 años
ES
Mediana de Pares
Debt / Equity (Deuda / Patrimonio)
5-point trend, +39.9%
1.7
Current Ratio (Ratio corriente)
5-point trend, +16.3%
0.7
0.7
Quick Ratio (Ratio Rápido)
5-point trend, +14.8%
0.3

Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años

Métrica
Tendencia a 5 años
ES
Mediana de Pares
Revenue YoY (Ingresos interanuales)
5-point trend, +37.4%
13.8%
Revenue CAGR 3Y (Ingresos CAGR 3A)
5-point trend, +37.4%
3.3%
Revenue CAGR 5Y (Ingresos CAGR 5A)
5-point trend, +37.4%
8.8%
EPS YoY (EPS interanual)
5-point trend, +28.8%
100.9%
Net Income YoY (Beneficio Neto interanual)
5-point trend, +38.4%
107.5%

Métricas por acción BPA, valor contable por acción, flujo de caja por acción, dividendo por acción

Métrica
Tendencia a 5 años
ES
Mediana de Pares
EPS (Diluted) (BPA (Diluido))
5-point trend, +28.8%
$4.56

Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar

Métrica
Tendencia a 5 años
ES
Mediana de Pares
Payout Ratio (Ratio de Pago)
5-point trend, -2.0%
64.3%

Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años

Rendimiento por Dividendo
4.0%
Ratio de Pago
64.3%
CAGR de Dividendos a 5 años
Fecha ex-dividendoMonto
18 de mayo de 2026$0,7880
5 de marzo de 2026$0,7880
17 de diciembre de 2025$0,7530
22 de septiembre de 2025$0,7530
15 de mayo de 2025$0,7530
4 de marzo de 2025$0,7530
18 de diciembre de 2024$0,7150
23 de septiembre de 2024$0,7150
15 de mayo de 2024$0,7150
4 de marzo de 2024$0,7150
15 de diciembre de 2023$0,6750
22 de septiembre de 2023$0,6750
17 de mayo de 2023$0,6750
1 de marzo de 2023$0,6750
15 de diciembre de 2022$0,6380
23 de septiembre de 2022$0,6380
18 de mayo de 2022$0,6380
2 de marzo de 2022$0,6380
16 de diciembre de 2021$0,6030
15 de septiembre de 2021$0,6030

ES Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

COMPRA 26 analistas
  • Compra fuerte 5 19,2%
  • Compra 8 30,8%
  • Mantener 10 38,5%
  • Venta 2 7,7%
  • Venta fuerte 1 3,8%

Precio objetivo a 12 meses

13 analistas · 2026-08-14
Objetivo mediano $75.00 +3,2%
Objetivo medio $73.77 +1,5%

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

Sorpresa Media
-0.15%
Período EPS Actual EPS est. Sorpresa
30 de junio de 2026 $0.36 $0.92 -0.56%
31 de marzo de 2026 $1.61 $1.65 -0.04%
31 de diciembre de 2025 $1.12 $1.15 -0.03%
30 de septiembre de 2025 $0.98 $1.16 -0.18%
30 de junio de 2025 $0.96 $0.98 -0.02%
31 de marzo de 2025 $1.50 $1.56 -0.06%

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
ES $25.28B 14.8 13.8% 12.6% 10.7%
XEL $46.06B 21.6 9.4%
EXC $44.59B 15.3 5.3% 11.4% 9.9%
PCG $35.32B 13.6 2.1% 10.8% 8.6%
EIX $23.09B 5.2 9.8% 23.1% 26.9%
FE $25.87B 25.4 12.0% 6.8% 8.2%
PPL
NRG $30.32B 39.7 9.2% 2.8% 43.5%
EVRG 19.8 1.9% 14.3% 8.5%
LNT $16.72B 20.7 9.6% 18.6% 11.3%
PNW 17.6 4.2% 11.8% 9.2%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

Estado de resultados 13
Datos anuales de Estado de resultados para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +75.0% $13.55B $11.90B $11.91B $12.29B $9.86B $8.90B $8.53B $8.45B $7.75B $7.64B $7.95B $7.74B
Operating Expenses 12-point trend, +72.8% $10.56B $9.49B $9.51B $10.09B $7.87B $6.92B $6.94B $6.75B $5.86B $5.80B $6.19B $6.11B
Operating Income 12-point trend, +83.0% $2.99B $2.41B $2.40B $2.20B $1.99B $1.99B $1.59B $1.70B $1.89B $1.84B $1.76B $1.63B
Interest Expense 10-point trend, +136.2% · · $855M $678M $582M $538M $533M $499M $422M $401M $372M $362M
Interest Income 12-point trend, +1991.7% $126M $138M $94M $50M $26M $5M $13M $18M $8M $11M $7M $6M
Other Non-op 12-point trend, +1262.4% $253M $272M $254M $296M $136M $104M $120M $110M $100M $54M $28M $19M
Income Tax 12-point trend, -70.0% $140M $425M $160M $454M $344M $346M $273M $289M $579M $555M $540M $468M
Net Income 12-point trend, +105.5% $1.70B $819M $-435M $1.41B $1.23B $1.21B $917M $1.04B $996M $950M $886M $827M
EPS (Basic) 12-point trend, +76.1% $4.56 $2.27 $-1.27 $4.05 $3.55 $3.56 $2.83 $3.25 $3.11 $2.97 $2.77 $2.59
EPS (Diluted) 12-point trend, +76.7% $4.56 $2.27 $-1.26 $4.05 $3.54 $3.55 $2.81 $3.25 $3.11 $2.96 $2.76 $2.58
Shares (Basic) 12-point trend, +17.3% 370,852,601 357,482,965 349,580,638 346,783,444 343,972,926 338,836,147 321,416,086 317,370,369 317,411,097 317,650,180 317,336,881 316,136,748
Shares (Diluted) 12-point trend, +17.0% 371,259,264 357,779,408 349,840,481 347,246,768 344,631,056 339,847,062 322,941,636 317,993,934 318,031,580 318,454,239 318,432,687 317,417,414
EBITDA 12-point trend, +230.3% $5.39B $4.19B $3.22B $3.84B $3.33B $3.15B $2.67B $2.77B $2.78B $2.65B $1.76B $1.63B
Balance general 24
Datos anuales de Balance general para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +249.7% $135M $27M $54M $375M $67M $107M $15M $108M $38M $30M $24M $39M
Short-term Investments · · · · · · · · · · · $124M
Receivables 12-point trend, +115.7% $1.85B $1.65B $1.43B $1.52B $1.23B $1.20B $989M $994M $925M $847M $775M $856M
Prepaid Expense · · · · · $106M · · · · · ·
Other Current Assets 12-point trend, +56.0% $353M $315M $356M $383M $370M $252M $342M $261M $138M $215M $129M $226M
Current Assets 12-point trend, +88.6% $5.08B $5.08B $4.25B $4.22B $3.27B $3.13B $2.41B $2.29B $2.49B $2.48B $2.62B $2.69B
Goodwill 12-point trend, +20.3% $4.23B $3.57B $4.53B $4.52B $4.48B $4.45B $4.43B $4.43B $4.43B $3.52B $3.50B $3.52B
Other Non-current Assets 12-point trend, +219.5% $998M $812M $592M $541M $612M $584M $512M $398M $606M $522M $295M $312M
Total Assets 12-point trend, +114.5% $63.79B $59.59B $55.61B $53.23B $48.49B $46.10B $41.12B $38.24B $36.22B $32.05B $30.58B $29.74B
Accounts Payable 12-point trend, +114.2% $1.86B $1.74B $1.87B $2.11B $1.67B $1.37B $1.15B $1.12B $1.09B $885M $814M $868M
Current Liabilities 12-point trend, +149.1% $7.81B $6.72B $6.34B $6.80B $5.85B $4.92B $3.61B $4.11B $3.59B $3.64B $2.99B $3.13B
Capital Leases 7-point trend, -9.4% $37M $46M $44M $48M $37M $46M $41M · · · · ·
Deferred Tax 12-point trend, +26.4% $5.65B $5.41B $5.30B $5.07B $4.60B $4.10B $3.76B $3.51B $3.30B $5.61B $5.15B $4.47B
Other Non-current Liabilities 12-point trend, +26.0% $1.10B $774M $1.03B $888M $971M $949M $811M $730M $1.07B $853M $871M $874M
Long-term Debt 12-point trend, +220.7% $28.27B $26.70B $24.41B $21.04B $18.22B $16.18B $14.10B $13.09B $12.33B $9.60B $9.03B $8.81B
Total Debt 12-point trend, +219.3% $28.27B $26.70B $24.41B $21.04B $18.22B $16.18B $14.10B $13.09B $12.33B $9.60B $9.03B $8.85B
Common Stock 8-point trend, +7.3% · · · · $1.79B $1.79B $1.73B $1.67B $1.67B $1.67B $1.67B $1.67B
Paid-in Capital 12-point trend, +59.4% $9.94B $9.43B $8.46B $8.40B $8.10B $8.02B $7.09B $6.24B $6.24B $6.25B $6.26B $6.24B
Retained Earnings 12-point trend, +84.0% $4.50B $3.93B $4.14B $5.53B $5.01B $4.61B $4.18B $3.95B $3.56B $3.18B $2.80B $2.45B
Treasury Stock 12-point trend, +146.4% $139M $171M $196M $216M $251M $278M $299M $318M $318M $318M $310M $-300M
AOCI 12-point trend, +72.3% $-21M $-26M $-34M $-39M $-42M $-76M $-65M $-60M $-66M $-65M $-67M $-74M
Stockholders' Equity 12-point trend, +62.3% $16.20B $15.04B $14.17B $15.47B $14.60B $14.06B $12.63B $11.49B $11.09B $10.71B $10.35B $9.98B
Liabilities + Equity 12-point trend, +114.5% $63.79B $59.59B $55.61B $53.23B $48.49B $46.10B $41.12B $38.24B $36.22B $32.05B $30.58B $29.74B
Shares Outstanding 12-point trend, +18.4% 375,416,880 366,608,052 349,540,266 348,443,855 344,403,196 342,954,023 329,880,645 316,885,808 316,885,808 316,885,808 317,191,249 316,983,337
Flujo de Efectivo 15
Datos anuales de Flujo de Efectivo para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
D&A 12-point trend, +284.5% $2.40B $1.78B $816M $1.64B $1.33B $1.16B $1.08B $1.07B $864M $787M $688M $625M
Deferred Tax 12-point trend, -93.8% $27M $436M $85M $347M $347M $257M $210M $175M $492M $466M $492M $443M
Other Non-cash 10-point trend, +36.0% $-18M $-872M $1.18B $-1.00B $-948M $-946M $-198M $-503M $-346M $-28M · ·
Operating Cash Flow 12-point trend, +149.0% $4.11B $2.16B $1.65B $2.40B $1.96B $1.68B $2.01B $1.83B $2.00B $2.21B $1.43B $1.65B
CapEx 12-point trend, +159.3% $4.16B $4.48B $4.34B $3.44B $3.18B $2.94B $2.91B $2.57B $2.35B $1.98B $1.72B $1.60B
Investing Cash Flow 12-point trend, -170.5% $-4.31B $-4.54B $-4.87B $-4.13B $-3.45B $-4.13B $-3.27B $-2.44B $-3.23B $-2.15B $-1.66B $-1.59B
Debt Issued 12-point trend, +305.8% $2.94B $4.50B $5.20B $4.04B $3.23B $2.76B $1.52B $2.20B $2.50B $800M $1.23B $725M
Net Debt Issued 12-point trend, +938.8% $1.54B $2.55B $3.19B $2.87B $2.09B $2.43B $719M $1.15B $1.75B $600M $1.01B $148M
Stock Issued 9-point trend, +465389000.00 $465M $989M $0 $197M $0 $929M $852M $0 $0 · · ·
Net Stock Activity 7-point trend, -45.4% $465M $989M $0 $197M $0 $929M $852M · · · · ·
Dividends Paid 12-point trend, +130.0% $1.09B $1.00B $919M $860M $805M $745M $663M $640M $602M $564M $530M $475M
Financing Cash Flow 12-point trend, +580.4% $312M $2.34B $2.87B $2.03B $1.44B $2.59B $1.17B $730M $1.21B $-18M $211M $-65M
Net Change in Cash 12-point trend, +2651.7% $119M $-39M $-355M $301M $-44M $148M $-92M $123M $-21M $39M $-15M $-5M
Taxes Paid 12-point trend, -114.5% $-48M $-70M $39M $78M $122M $49M $56M $159M $31M $-136M $10M $334M
Free Cash Flow 12-point trend, -242.1% $-45M $-2.32B $-2.69B $-1.04B $-1.21B $-1.26B $-902M $-739M $-343M $198M $-300M $32M
Rentabilidad 5
Datos anuales de Rentabilidad para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Operating Margin 12-point trend, +4.6% 22.1% 20.2% 20.1% 17.9% 20.2% 22.3% 18.6% 20.1% 24.7% 24.3% 22.2% 21.1%
Net Margin 12-point trend, +17.5% 12.6% 6.9% -3.6% 11.5% 12.4% 13.6% 10.8% 12.3% 12.8% 12.4% 11.1% 10.7%
EBITDA Margin 12-point trend, +88.8% 39.8% 35.2% 27.0% 31.3% 33.8% 35.4% 31.3% 32.8% 35.9% 34.6% 22.2% 21.1%
ROA 12-point trend, -3.5% 2.8% 1.4% -0.80% 2.8% 2.6% 2.8% 2.3% 2.8% 2.9% 3.0% 2.9% 2.9%
ROE 12-point trend, +28.1% 10.7% 5.5% -2.9% 9.2% 8.5% 8.6% 7.4% 9.1% 9.1% 9.0% 8.7% 8.3%
Liquidez y Solvencia 5
Datos anuales de Liquidez y Solvencia para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Current Ratio 12-point trend, -24.3% 0.7 0.8 0.7 0.6 0.6 0.6 0.7 0.6 0.7 0.7 0.9 0.9
Quick Ratio 12-point trend, -11.1% 0.3 0.2 0.2 0.3 0.2 0.3 0.3 0.3 0.3 0.2 0.3 0.3
Debt / Equity 12-point trend, +96.7% 1.7 1.8 1.7 1.4 1.2 1.2 1.1 1.1 1.1 0.9 0.9 0.9
LT Debt / Equity 12-point trend, +92.3% 1.7 1.7 1.7 1.3 1.2 1.1 1.1 1.1 1.1 0.8 0.9 0.9
Interest Coverage 10-point trend, -37.8% · · 2.8 3.2 3.4 3.7 3.0 3.4 4.5 4.6 4.7 4.5
Eficiencia 2
Datos anuales de Eficiencia para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -18.1% 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.2 0.3 0.3
Receivables Turnover 12-point trend, -14.7% 7.7 7.7 8.1 9.0 8.1 8.1 8.6 8.8 8.7 9.4 9.7 9.1
Por Acción 7
Datos anuales de Por Acción para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +37.1% $43.14 $41.02 $40.55 $44.41 $42.39 $41.01 $38.29 $36.25 $34.98 $33.80 $32.64 $31.47
Revenue / Share 12-point trend, +49.6% $36.49 $33.26 $34.05 $35.39 $28.62 $26.20 $26.40 $26.57 $24.37 $23.99 $24.98 $24.39
Cash Flow / Share 12-point trend, +115.0% $11.08 $6.04 $4.71 $6.92 $5.69 $4.95 $6.22 $5.61 $6.30 $6.83 $4.47 $5.15
Cash / Share 12-point trend, +195.4% $0.36 $0.07 $0.15 $1.08 $0.19 $0.31 $0.05 $0.34 $0.12 $0.10 $0.08 $0.12
Dividend / Share 4-point trend, +18.0% $3 $3 $3 $3 · · · · · · · ·
Dividend Paid / Share 10-point trend, +72.0% · · $3 $3 $2 $2 $2 $2 $2 $2 $2 $2
EPS (TTM) 12-point trend, +76.7% $4.56 $2.27 $-1.26 $4.05 $3.54 $3.55 $2.81 $3.25 $3.11 $2.96 $2.76 $2.58
Tasas de Crecimiento 10
Datos anuales de Tasas de Crecimiento para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +28.4% 13.8% -0.08% -3.1% 24.6% 10.8% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -67.6% 3.3% 6.5% 10.2% · · · · · · · · ·
Revenue CAGR 5Y 8.8% · · · · · · · · · · ·
EPS YoY 3-point trend, +36128.6% 100.9% · · 14.4% -0.28% · · · · · · ·
EPS CAGR 3Y 2-point trend, +129.3% 4.0% -13.8% · · · · · · · · · ·
EPS CAGR 5Y 5.1% · · · · · · · · · · ·
Net Income YoY 3-point trend, +8432.5% 107.5% · · 15.0% 1.3% · · · · · · ·
Net Income CAGR 3Y 2-point trend, +150.5% 6.4% -12.6% · · · · · · · · · ·
Net Income CAGR 5Y 7.0% · · · · · · · · · · ·
Dividend CAGR 5Y 8.0% · · · · · · · · · · ·
Valoración (TTM) 17
Datos anuales de Valoración (TTM) para ES
Métrica Tendencia 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +75.0% $13.55B $11.90B $11.91B $12.29B $9.86B $8.90B $8.53B $8.45B $7.75B $7.64B $7.95B $7.74B
Net Income TTM 12-point trend, +105.5% $1.70B $819M $-435M $1.41B $1.23B $1.21B $917M $1.04B $996M $950M $886M $827M
Market Cap 12-point trend, +49.0% $25.28B $21.05B $21.57B $29.21B $31.33B $29.67B $28.06B $20.61B $20.02B $17.50B $16.20B $16.96B
Enterprise Value 12-point trend, +107.2% $53.41B $47.73B $45.93B $49.88B $49.48B $45.74B $42.15B $33.59B $32.31B $27.07B $25.21B $25.78B
P/E 12-point trend, -28.8% 14.8 25.3 -49.0 20.7 25.7 24.4 30.3 20.0 20.3 18.7 18.5 20.7
P/S 12-point trend, -14.9% 1.9 1.8 1.8 2.4 3.2 3.3 3.3 2.4 2.6 2.3 2.0 2.2
P/B 12-point trend, -8.2% 1.6 1.4 1.5 1.9 2.1 2.1 2.2 1.8 1.8 1.6 1.6 1.7
P / Tangible Book 6-point trend, -31.5% 2.1 1.8 2.2 2.7 3.1 3.1 · · · · · ·
P / Cash Flow 12-point trend, -40.8% 6.1 9.7 13.1 12.2 16.0 17.6 14.0 11.6 10.0 8.0 11.4 10.4
P / FCF 12-point trend, -204.8% -560.5 -9.1 -8.0 -28.1 -25.8 -23.5 -31.1 -27.9 -58.3 88.3 -54.0 534.7
EV / EBITDA 12-point trend, -37.3% 9.9 11.4 14.3 13.0 14.9 14.5 15.8 12.1 11.6 10.2 14.3 15.8
EV / FCF 12-point trend, -245.8% -1184.3 -20.6 -17.1 -47.9 -40.8 -36.3 -46.7 -45.4 -94.1 136.6 -84.0 812.4
EV / Revenue 12-point trend, +18.4% 3.9 4.0 3.9 4.1 5.0 5.1 4.9 4.0 4.2 3.5 3.2 3.3
Dividend Yield 12-point trend, +54.3% 4.3% 4.8% 4.3% 2.9% 2.6% 2.5% 2.4% 3.1% 3.0% 3.2% 3.3% 2.8%
Earnings Yield 12-point trend, +40.5% 6.8% 4.0% -2.0% 4.8% 3.9% 4.1% 3.3% 5.0% 4.9% 5.4% 5.4% 4.8%
Payout Ratio 12-point trend, +11.9% 64.3% 122.3% -211.4% 60.9% 65.6% 61.4% 72.4% 61.5% 60.5% 59.4% 59.8% 57.5%
Annual Payout 12-point trend, +130.0% $1.09B $1.00B $919M $860M $805M $745M $663M $640M $602M $564M $530M $475M

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

Estado de resultados
2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $13.55B$11.90B$11.91B$12.29B$9.86B
Margen Operativo % 22.1%20.2%20.1%17.9%20.2%
Beneficio neto $1.70B$819M$-435M$1.41B$1.23B
EPS Diluido $4.56$2.27$-1.26$4.05$3.54
Balance general
2025-12-312024-12-312023-12-312022-12-312021-12-31
Deuda / Patrimonio 1.71.81.71.41.2
Ratio corriente 0.70.80.70.60.6
Ratio Rápido 0.30.20.20.30.2
Flujo de Efectivo
2025-12-312024-12-312023-12-312022-12-312021-12-31
Flujo de caja libre $-45M$-2.32B$-2.69B$-1.04B$-1.21B

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Propietarios institucionales (13F) 1 185 declarantes · $13.8B total · A fecha de 30 de junio de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
148 (+2 vs trimestre anterior) 80 (+5 vs trimestre anterior) 434 (+15 vs trimestre anterior) 314 (+11 vs trimestre anterior) +43.6M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
STATE STREET CORP $2 057 947 656 28 475 822 14,91% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $1 773 762 864 24 543 557 12,85% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $1 462 370 947 20 234 827 10,59% Acciones
GEODE CAPITAL MANAGEMENT, LLC $742 172 483 10 309 433 5,38% Acciones
VICTORY CAPITAL MANAGEMENT INC $618 196 928 8 553 991 4,48% Acciones
FMR LLC $324 561 440 4 490 957 2,35% Acciones
NORGES BANK $307 660 256 4 257 095 2,23% Acciones
Magellan Asset Management Ltd $248 396 688 3 437 065 1,80% Acciones
Zimmer Partners, LP $194 529 231 2 691 701 1,41% Acciones
ProShare Advisors LLC $182 366 986 2 523 412 1,32% Acciones
VANGUARD FIDUCIARY TRUST CO $152 647 104 2 112 178 1,11% Acciones
FIRST TRUST ADVISORS LP $149 365 302 2 066 768 1,08% Acciones
VANGUARD GROUP INC $140 907 753 2 092 793 1,02% Acciones
GOLDMAN SACHS GROUP INC $132 132 199 1 828 313 0,96% Acciones
DIMENSIONAL FUND ADVISORS LP $130 991 597 1 812 531 0,95% Acciones
MACKENZIE FINANCIAL CORP $110 418 081 1 527 855 0,80% Acciones
ONTARIO TEACHERS PENSION PLAN BOARD $103 883 572 1 437 437 0,75% Acciones
Empower Advisory Group, LLC $94 088 943 1 301 909 0,68% Acciones
AMERICAN CENTURY COMPANIES INC $91 685 294 1 268 647 0,66% Acciones
SCHRODER INVESTMENT MANAGEMENT GROUP $87 298 090 1 183 382 0,63% Acciones
Bridgewater Associates, LP $86 372 768 1 195 140 0,63% Acciones
LOS ANGELES CAPITAL MANAGEMENT LLC $85 262 770 1 179 781 0,62% Acciones
Robeco Institutional Asset Management B.V. $83 077 473 1 149 543 0,60% Acciones
CANADA PENSION PLAN INVESTMENT BOARD $79 227 505 1 096 271 0,57% Acciones
Legal & General Group Plc $78 031 656 1 079 724 0,57% Acciones
Quantinno Capital Management LP $77 619 546 1 074 021 0,56% Acciones
Swiss National Bank $76 608 585 1 060 033 0,55% Acciones
Mitsubishi UFJ Asset Management Co., Ltd. $70 994 362 982 349 0,51% Acciones
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $69 968 158 1 009 933 0,51% Acciones
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $69 924 333 967 543 0,51% Acciones
BlackRock, Inc. $69 026 884 955 125 0,50% Acciones
Sumitomo Mitsui Trust Group, Inc. $65 712 798 909 268 0,48% Acciones
California Public Employees Retirement System $62 476 331 864 485 0,45% Acciones
M&G PLC $62 347 824 865 942 0,45% Acciones
BNP PARIBAS FINANCIAL MARKETS $59 770 036 827 038 0,43% Acciones
Vanguard Global Advisers, LLC $58 484 498 809 250 0,42% Acciones
Nuveen, LLC $57 662 354 797 874 0,42% Acciones
VANGUARD ASSET MANAGEMENT, Ltd $57 197 080 791 436 0,41% Acciones
Brandywine Global Investment Management, LLC $55 824 650 829 120 0,40% Acciones
RHUMBLINE ADVISERS $54 933 051 760 110 0,40% Acciones
NOMURA ASSET MANAGEMENT CO LTD $54 295 511 751 287 0,39% Acciones
Swedbank AB $54 034 256 747 672 0,39% Acciones
MANUFACTURERS LIFE INSURANCE COMPANY, THE $53 191 587 736 012 0,39% Acciones
National Pension Service $52 730 143 729 627 0,38% Acciones
UBS Group AG $52 142 299 721 493 0,38% Acciones
Vest Financial, LLC $51 773 650 716 392 0,38% Acciones
GABELLI FUNDS LLC $49 747 055 688 350 0,36% Acciones
RENAISSANCE TECHNOLOGIES LLC $47 928 019 663 180 0,35% Acciones
ROYAL BANK OF CANADA $47 424 000 656 208 0,34% Acciones
NEW YORK STATE COMMON RETIREMENT FUND $46 090 915 637 760 0,33% Acciones
AVIVA PLC $45 335 477 627 307 0,33% Acciones
FRANKLIN RESOURCES INC $44 691 262 618 393 0,32% Acciones
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $43 258 437 598 567 0,31% Acciones
IEQ CAPITAL, LLC $43 029 538 595 400 0,31% Acciones
LAZARD ASSET MANAGEMENT LLC $41 618 703 575 878 0,30% Acciones
BANK OF AMERICA CORP /DE/ $41 512 828 574 413 0,30% Acciones
LPL Financial LLC $40 611 414 561 940 0,29% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $37 769 892 522 622 0,27% Acciones
Electron Capital Partners, LLC $36 652 743 507 164 0,27% Acciones
Vontobel Holding Ltd. $34 090 120 471 705 0,25% Acciones
Retirement Systems of Alabama $33 995 085 470 390 0,25% Acciones
Freestone Grove Partners LP $33 015 104 456 830 0,24% Acciones
ALPS ADVISORS INC $31 894 196 441 320 0,23% Acciones
Universal- Beteiligungs- und Servicegesellschaft mbH $31 219 211 432 718 0,23% Acciones
HighTower Advisors, LLC $29 814 628 412 545 0,22% Acciones
ALLIANCEBERNSTEIN L.P. $29 604 175 427 312 0,21% Acciones
Arbejdsmarkedets Tillaegspension $29 038 086 401 800 0,21% Acciones
ROYAL LONDON ASSET MANAGEMENT LTD $28 886 825 399 707 0,21% Acciones
Boston Trust Walden Corp $27 882 995 385 817 0,20% Acciones
BANK OF MONTREAL /CAN/ $27 724 796 383 628 0,20% Acciones
Bank of New York Mellon Corp $27 383 175 378 901 0,20% Acciones
Maryland State Retirement & Pension System $27 262 051 377 225 0,20% Acciones
Vanguard Investments Australia, Ltd. $27 128 785 375 381 0,20% Acciones
KLP KAPITALFORVALTNING AS $25 279 540 349 793 0,18% Acciones
Brookstone Capital Management $25 124 285 347 645 0,18% Acciones
Jefferies Financial Group Inc. $24 156 536 334 254 0,17% Acciones
Korea Investment CORP $24 066 055 333 002 0,17% Acciones
ENVESTNET ASSET MANAGEMENT INC $23 253 388 321 757 0,17% Acciones
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $22 552 504 312 059 0,16% Acciones
Zurcher Kantonalbank (Zurich Cantonalbank) $22 474 525 310 980 0,16% Acciones
BARCLAYS PLC $21 727 470 300 643 0,16% Acciones
WEDGE CAPITAL MANAGEMENT L L P/NC $21 574 277 311 407 0,16% Acciones
Cetera Investment Advisers $21 052 711 291 307 0,15% Acciones
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $20 812 748 287 986 0,15% Acciones
Beck Bode, LLC $19 884 863 275 147 0,14% Acciones
Aware Super Pty Ltd as trustee of Aware Super $19 626 942 271 578 0,14% Acciones
Aberdeen Group plc $19 411 722 268 600 0,14% Acciones
Ensign Peak Advisors, Inc $19 014 020 263 097 0,14% Acciones
MACQUARIE GROUP LTD $18 593 626 257 280 0,13% Acciones
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $18 574 257 257 012 0,13% Acciones
Pictet Asset Management Holding SA $18 483 920 255 762 0,13% Acciones
MERCER GLOBAL ADVISORS INC /ADV $18 421 828 254 903 0,13% Acciones
Sound Income Strategies, LLC $18 365 980 254 130 0,13% Acciones
Arax Advisory Partners $18 216 080 252 056 0,13% Acciones
AMF Tjanstepension AB $18 199 971 251 833 0,13% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $17 367 663 255 794 0,13% Acciones
Act Two Investors LLC $17 204 379 238 057 0,12% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $17 144 582 237 230 0,12% Acciones
STATE OF WISCONSIN INVESTMENT BOARD $16 955 192 234 609 0,12% Acciones
Focus Partners Wealth $16 739 338 231 611 0,12% Acciones

Informantes de la empresa 51 insiders · 24 directivos · 0 consejeros

Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
Joseph R Nolan JR Chairman of the Bd, Pres & CEO 6 de marzo de 2026 G 76 240 0 0 $0
John M. Moreira EVP, CFO and Treasurer 19 de febrero de 2026 S 43 269 0 1 $-576 420
Philip J Lembo EVP & Chief Financial Officer 2 de febrero de 2022 A 88 067 0 0 $0
John H Forsgren Vice Chairman, EVP & CFO 10 de agosto de 2004 S 80 598 0 0 $0
Lawrence E De Simone President - Competitive Group 27 de febrero de 2006 D 33 512 0 0 $0
Paul Chodak III EVP and COO 27 de enero de 2026 A 47 494 0 0 $0
Werner J Schweiger Executive VP and COO 22 de febrero de 2023 F 215 785 0 0 $0
Gregory B Butler Executive VP & General Counsel 4 de junio de 2026 S 56 179 0 2 $-854 560
Jay S. Buth VP, Controller, Chief Acct Off 14 de mayo de 2026 I 0 0 0 $0
Penelope M Conner EVP-Cust Exp & Energy Strategy 4 de marzo de 2026 S 10 394 0 3 $-343 206
Susan Sgroi EVP, HR and IT 12 de febrero de 2026 F 15 775 0 0 $0
James W Hunt III EVP-Corp Rel & Sustainability 27 de enero de 2026 A 40 888 0 1 $-300 467
Christine M Carmody EVP - HR and IT 22 de febrero de 2023 F 43 022 0 0 $0
James J Judge Exec Chairman of the Board 2 de febrero de 2022 A 163 368 0 0 $0
Leon J Olivier EVP 21 de febrero de 2020 F 87 902 0 0 $0
David R Mchale EVP and Chief Admin Off 1 de marzo de 2016 S 91 841 0 0 $0
Jean M Lavecchia VP-Human Resources 2 de abril de 2012 F 29 921 0 0 $0
James B Robb Sr VP-Enterprise Plan. & Dev. 2 de abril de 2012 F 47 873 0 0 $0
Shirley M Payne VP-Accounting and Controller 25 de febrero de 2009 F 10 741 0 0 $0
Peter J. Clarke VP - Shared Services 25 de febrero de 2008 F 11 263 0 0 $0
Cheryl W Grise Executive Vice President 14 de mayo de 2007 M 95 887 0 0 $0
John P Stack Vice President and Controller 27 de febrero de 2006 D 16 102 0 0 $0
David H Boguslawski VP of elec. util. subsids. 8 de noviembre de 2004 M 7 990 0 0 $0
William W Schivley Pres. (Interim) of comp. subs. 25 de febrero de 2004 D 26 833 0 0 $0
Robert W Mudge 8 de mayo de 2026 P 2 150 1 0 $49 860
Cotton M Cleveland 24 de febrero de 2026 S 79 364 0 1 $-193 239
John Y Kim 23 de febrero de 2026 S 0 0 3 $-1 354 972
Linda Dorcena Forry 18 de febrero de 2026 S 11 506 0 2 $-188 562
Frederica M Williams 17 de febrero de 2026 S 23 725 0 1 $-189 239
Loretta D. Keane 16 de enero de 2026 A 11 015 1 0 $249 745
Gregory M Jones 16 de enero de 2026 A 17 057 0 0 $0
David H. Long 16 de enero de 2026 A 19 313 0 0 $0
Daniel J Nova 16 de enero de 2026 A 10 323 0 0 $0
William C Van Faasen 18 de enero de 2024 S 19 619 0 0 $0
Kenneth R Leibler 16 de enero de 2024 A 51 966 0 0 $0
Francis A Doyle 16 de enero de 2024 A 39 059 0 0 $0
James S Distasio 17 de enero de 2023 A 29 329 0 0 $0
Sanford Cloud JR 15 de enero de 2020 A 51 368 0 0 $0
Dennis R Wraase 15 de enero de 2019 A 33 553 0 0 $0
Paul A Lacamera 16 de enero de 2018 A 15 269 0 0 $0
John S Clarkeson 16 de enero de 2018 A 32 257 0 0 $0
Charles K Gifford 16 de enero de 2018 A 22 921 0 0 $0
Thomas J May 6 de marzo de 2017 S 93 524 0 0 $0
Richard H Booth 15 de enero de 2015 A 50 398 0 0 $0
Charles W Shivery 15 de enero de 2014 A 543 956 0 0 $0
John F Swope 3 de enero de 2012 A 49 485 0 0 $0
Elizabeth T Kennan 3 de enero de 2012 A 42 205 0 0 $0
John G Graham 3 de enero de 2012 A 39 865 0 0 $0
Robert E Patricelli 3 de enero de 2012 A 55 774 0 0 $0
Gail E De Planque 1 de abril de 2010 A 31 663 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Activistas y propietarios del %+ 5 1 tenencia

Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.

Declarante Presentado Participación Estado Propósito Presentación
Mode 1 Communications, Inc. I.R.S. IDENTIFICATIN NO. OF ABOVE PERSONS (ENTITIES ONLY), NU Enterprises, Inc., Northeast Utilities 24 de octubre de 2001 Presentación inicial SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Propiedad de ETFs Mantenido por 195 ETFs

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
FXU · First Trust Exchange-Traded AlphaDE… 4,24% 537 954 NS 30 de abril de 2026 N-PORT
DIVY · Tidal Trust I 3,69% 15 354 NS 31 de mayo de 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3,39% 249 993 SH 8 de agosto de 2026 Diario
ZAP · Global X Funds 2,77% 178 526 NS 30 de abril de 2026 N-PORT
PUI · Invesco Exchange-Traded Fund Trust 2,61% 19 713 SH 8 de agosto de 2026 Diario
RDIV · Invesco Exchange-Traded Fund Trust … 2,53% 487 408 SH 8 de agosto de 2026 Diario
BKGI · BNY Mellon ETF Trust 2,32% 322 951 NS 30 de abril de 2026 N-PORT
SPHD · Invesco Exchange-Traded Fund Trust … 1,84% 870 875 SH 8 de agosto de 2026 Diario
SDOG · ALPS ETF Trust 1,76% 356 503 NS 31 de mayo de 2026 N-PORT
PEY · Invesco Exchange-Traded Fund Trust 1,76% 283 590 SH 8 de agosto de 2026 Diario
VPU · VANGUARD WORLD FUND 1,73% 2 573 022 SH 8 de agosto de 2026 Diario
IDU · iShares Trust 1,70% 320 774 SH 8 de agosto de 2026 Diario
SNPD · DBX ETF Trust 1,69% 645 NS 29 de mayo de 2026 N-PORT
FUTY · FIDELITY COVINGTON TRUST 1,65% 574 841 NS 30 de abril de 2026 N-PORT
NUMV · Nushares ETF Trust 1,64% 100 209 NS 30 de abril de 2026 N-PORT
CVAR · ETF Opportunities Trust 1,60% 8 756 NS 30 de abril de 2026 N-PORT
KNG · First Trust Exchange-Traded Fund IV 1,54% 733 748 NS 30 de abril de 2026 N-PORT
NOBL · ProShares Trust 1,50% 2 427 741 NS 31 de mayo de 2026 N-PORT
UPW · ProShares Trust 1,38% 3 901 NS 31 de mayo de 2026 N-PORT
DVY · iShares Trust 1,36% 4 414 256 SH 8 de agosto de 2026 Diario
CZA · Invesco Exchange-Traded Fund Trust 1,28% 34 043 SH 8 de agosto de 2026 Diario
JXI · iShares Trust 1,22% 51 840 SH 8 de agosto de 2026 Diario
NUDV · Nushares ETF Trust 1,18% 7 554 NS 30 de abril de 2026 N-PORT
TOLZ · ProShares Trust 1,18% 30 062 NS 31 de mayo de 2026 N-PORT
UTSL · Direxion Shares ETF Trust 1,13% 6 963 NS 30 de abril de 2026 N-PORT
GURU · Global X Funds 1,08% 8 908 NS 30 de abril de 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 1,08% 19 506 SH 8 de agosto de 2026 Diario
VRAI · ETFis Series Trust I 1,07% 2 783 NS 30 de abril de 2026 N-PORT
POW · Tidal Trust III 1,06% 10 530 NS 31 de mayo de 2026 N-PORT
FDVV · FIDELITY COVINGTON TRUST 1,06% 1 370 099 NS 30 de abril de 2026 N-PORT
POWR · iShares, Inc. 1,05% 66 326 SH 8 de agosto de 2026 Diario
IFRA · iShares Trust 0,76% 482 870 SH 8 de agosto de 2026 Diario
FBCV · FIDELITY COVINGTON TRUST 0,74% 16 810 NS 30 de abril de 2026 N-PORT
FTA · First Trust Exchange-Traded AlphaDE… 0,71% 130 701 NS 30 de abril de 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 0,54% 15 750 000 8 de agosto de 2026 Diario
LSVD · ADVISORS' INNER CIRCLE FUND 0,51% 43 518 NS 30 de abril de 2026 N-PORT
AUSF · Global X Funds 0,51% 62 906 NS 31 de mayo de 2026 N-PORT
CLSE · Trust for Professional Managers 0,50% 44 636 NS 31 de mayo de 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0,48% 1 186 NS 30 de abril de 2026 N-PORT
VOE · VANGUARD INDEX FUNDS 0,47% 2 415 822 SH 8 de agosto de 2026 Diario
ESMV · iShares Trust 0,45% 490 SH 8 de agosto de 2026 Diario
BSCR · Invesco Exchange-Traded Self-Indexe… 0,44% 20 121 000 8 de agosto de 2026 Diario
FEX · First Trust Exchange-Traded AlphaDE… 0,42% 88 661 NS 30 de abril de 2026 N-PORT
RPV · Invesco Exchange-Traded Fund Trust 0,42% 98 660 SH 8 de agosto de 2026 Diario
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0,40% 11 043 NS 31 de mayo de 2026 N-PORT
IMCV · iShares Trust 0,38% 60 038 SH 8 de agosto de 2026 Diario
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,37% 22 851 NS 30 de abril de 2026 N-PORT
SUSA · iShares Trust 0,35% 203 067 SH 8 de agosto de 2026 Diario
FAB · First Trust Exchange-Traded AlphaDE… 0,35% 6 894 NS 30 de abril de 2026 N-PORT
EVUS · iShares Trust 0,31% 16 343 SH 8 de agosto de 2026 Diario