CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in ES — Eversource Energy

CIK 884546 SAN FRANCISCO, CA

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Position in ES

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$425,630,695

+$18,742,121 QoQ

Shares Held

5,889,452

+0.3% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#12

of 1,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in ES Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. ES ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,373,471	$1,524,869,549
2	DUK	Duke Energy CORP	9,226,192	$1,167,851,381
3	SO	Southern Co	7,386,604	$706,971,867
4	WEC	Wec Energy Group, Inc.	5,385,908	$628,912,476
5	AEP	American Electric Power Co Inc	3,568,905	$488,261,892
6	ES	Eversource Energy This page	5,889,452	$425,630,695
7	D	Dominion Energy, Inc	6,014,946	$410,760,661
8	ETR	Entergy Corp /De/	3,060,139	$351,487,565

All Filings in ES

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,630,695	5,889,452	+0.3%	Shares	Other	2026-08-14
2026-03-31	$406,888,574	5,873,103	+0.7%	Shares	Other	2026-05-15
2025-12-31	$392,757,030	5,833,314	-0.7%	Shares	Sole	2026-02-13
2025-09-30	$417,922,457	5,874,648	+0.0%	Shares	Sole	2025-11-10
2025-06-30	$373,604,440	5,872,437	-0.2%	Shares	Other	2025-08-12
2025-03-31	$365,634,487	5,886,886	-40.7%	Shares	Other	2025-09-15
2024-12-31	$570,500,316	9,933,838	+2.3%	Shares	Other	2025-02-06
2024-09-30	$660,552,230	9,706,866	-0.3%	Shares	Other	2024-11-12
2024-06-30	$551,909,431	9,732,136	+14.9%	Shares	Other	2024-08-12
2024-03-31	$506,463,305	8,473,537	+10.8%	Shares	Sole	2024-05-09
2023-12-31	$472,166,825	7,650,143	+4.8%	Shares	Sole	2024-02-06
2023-09-30	$424,318,921	7,296,972	+1.9%	Shares	Sole	2023-11-08
2023-06-30	$507,963,080	7,162,480	+6.6%	Shares	Sole	2023-08-10
2023-03-31	$525,916,355	6,720,117	+2.3%	Shares	Sole	2023-05-12
2022-12-31	$550,574,764	6,566,970	+1.5%	Shares	Sole	2023-02-13
2022-09-30	$504,371,341	6,469,617	+1.3%	Shares	Sole	2022-11-14
2022-06-30	$539,525,093	6,387,180	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$562,220,156	6,375,101	+2.6%	Shares	Sole	2022-05-13
2021-12-31	$565,544,416	6,216,140	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$500,498,172	6,121,553	+0.8%	Shares	Sole	2021-11-16
2021-06-30	$487,366,044	6,073,854	+2.9%	Shares	Sole	2021-08-16
2021-03-31	$510,993,047	5,901,294	+0.0%	Shares	Sole	2021-05-17
2020-12-31	$510,321,105	5,898,984	-1.8%	Shares	Sole	2021-02-16
2020-09-30	$501,810,323	6,006,108	-3.0%	Shares	Sole	2020-11-13
2020-06-30	$515,637,900	6,192,361	-0.8%	Shares	Sole	2020-08-20
2020-03-31	$487,996,535	6,239,567	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.