Question 1

How many shares of ES does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 5.9M shares of ES (EVERSOURCE ENERGY).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's ES position worth?

Accepted Answer

As of 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's ES position is worth $407.9M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling ES?

Accepted Answer

In 2026-Q1, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their ES position (+0.7% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy ES?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in ES in 2018-Q4. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	5.9M	+0.7%	$407.9M	0.1%	$74.73	31
2025-Q4	Decreased	5.8M	-0.7%	$392.8M	0.1%	$67.55	0
2025-Q3	Increased	5.9M	+0.0%	$417.9M	0.1%	$69.75	31
2025-Q2	Decreased	5.9M	-0.3%	$373.6M	0.1%	$61.95	0
2025-Q1	Decreased	5.9M	-40.7%	$365.6M	0.1%	$59.03	0
2024-Q4	Increased	9.9M	+2.3%	$570.5M	0.1%	$54.68	38
2024-Q3	Decreased	9.7M	-0.3%	$660.4M	0.1%	$63.64	0
2024-Q2	Increased	9.7M	+14.8%	$551.9M	0.1%	$52.89	43
2024-Q1	Increased	8.5M	+10.8%	$478.3M	0.1%	$55.08	41
2023-Q4	Increased	7.7M	+4.8%	$448.6M	0.1%	$56.19	39
2023-Q3	Increased	7.3M	+1.9%	$404.9M	0.1%	$52.37	38
2023-Q2	Increased	7.2M	+6.6%	$486.9M	0.1%	$62.13	40
2023-Q1	Increased	6.7M	+2.3%	$504.2M	0.2%	$68.98	38
2022-Q4	Increased	6.6M	+1.5%	$531.6M	0.2%	$73.37	38
2022-Q3	Increased	6.5M	+1.3%	$504.4M	0.2%	$69.13	38
2022-Q2	Increased	6.4M	+0.2%	$539.5M	0.2%	$71.99	37
2022-Q1	Increased	6.4M	+2.6%	$562.2M	0.2%	$75.90	39
2021-Q4	Increased	6.2M	+1.6%	$565.5M	0.2%	$77.42	38
2021-Q3	Increased	6.1M	+0.8%	$500.5M	0.2%	$69.31	38
2021-Q2	Increased	6.1M	+2.9%	$487.4M	0.2%	$67.15	39
2021-Q1	Increased	5.9M	+0.0%	$511M	0.2%	$71.79	37
2020-Q4	Decreased	5.9M	-1.8%	$510.3M	0.2%	$70.46	0
2020-Q3	Decreased	6M	-3.0%	$501.8M	0.2%	$68.09	0
2020-Q2	Decreased	6.2M	-0.8%	$515.6M	0.3%	$67.69	0
2020-Q1	Increased	6.2M	+325.1%	$488M	0.3%	$67.66	60
2019-Q4	Increased	1.5M	+1.9%	$124.9M	0.1%	$67.86	31
2019-Q3	Increased	1.4M	+0.9%	$123.1M	0.1%	$68.17	30
2019-Q2	Increased	1.4M	+3.3%	$108.1M	0.1%	$60.13	31
2019-Q1	Increased	1.4M	+4.3%	$98M	0.1%	$55.90	31
2018-Q4	New	1.3M	-	$86.1M	0.1%	$50.57	41

ES30 quarters

ES
30 quarters