CHARLES SCHWAB INVESTMENT MANAGEMENT INC

Position in ES — Eversource Energy

CIK 884546 SAN FRANCISCO, CA

Back to ES Full portfolio

Position in ES

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$406,888,574

+$14,131,544 QoQ

Shares Held

5,873,103

+0.7% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.77334111116389.ToString("F0")% Shared 0.ToString("F0")% None 3.2266588888361056.ToString("F0")%

Common Shares in ES Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,590,780,750 across 35 Utilities - Regulated Electric names. ES ranks #6 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	17,515,154	$1,626,807,502
2	DUK	Duke Energy CORP	9,104,608	$1,192,157,369
3	SO	Southern Co	7,111,271	$686,379,876
4	WEC	Wec Energy Group, Inc.	5,441,582	$629,971,948
5	AEP	American Electric Power Co Inc	3,511,986	$460,351,124
6	ES	Eversource Energy This page	5,873,103	$406,888,574
7	D	Dominion Energy, Inc	5,808,040	$359,053,032
8	EXC	Exelon Corp	7,117,732	$348,911,222

All Filings in ES

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.