STOCK TITAN

Eversource Energy (NYSE: ES) trustee discloses indirect holdings

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

Eversource Energy insider W. Robert Mudge filed an initial Form 3 reporting indirect beneficial ownership of the company’s common shares. As of 01/01/2026, he reports 3,400 common shares held indirectly through the Mudge Trust, described as an estate planning trust for which he is trustee and his spouse and children are beneficiaries. He also reports 1,400 common shares held indirectly through an IRA and 500 common shares held indirectly through a SEP IRA. No derivative securities are reported in this filing, and the form is filed by one reporting person in the capacity of trustee.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0104
Estimated average burden
hours per response: 0.5
1. Name and Address of Reporting Person*
Mudge W Robert

(Last) (First) (Middle)
300 CADWELL DR

(Street)
SPRINGFIELD MA 01104

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
01/01/2026
3. Issuer Name and Ticker or Trading Symbol
EVERSOURCE ENERGY [ ES ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
Trustee
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Shares, $5.00 par value 3,400 I By Mudge Trust(1)
Common Shares, $5.00 par value 1,400 I By IRA
Common Shares, $5.00 par value 500 I By SEP IRA
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Held indirectly by an estate planning trust of which Mr. Mudge is the trustee and his spouse and children are beneficiaries.
/s/ Kerry J. Tomasevich, attorney-in-fact for W. Robert Mudge 01/14/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the Eversource Energy (ES) Form 3 filing by W. Robert Mudge report?

The Form 3 reports indirect beneficial ownership of Eversource Energy common shares by W. Robert Mudge as of 01/01/2026, showing his initial holdings as a reporting person.

How many Eversource Energy (ES) shares are held through the Mudge Trust?

The filing shows 3,400 common shares of Eversource Energy held indirectly through the Mudge Trust, an estate planning trust where Mr. Mudge is trustee and his spouse and children are beneficiaries.

What Eversource Energy (ES) shares does W. Robert Mudge report through retirement accounts?

He reports 1,400 common shares held indirectly through an IRA and 500 common shares held indirectly through a SEP IRA.

Are any derivative securities reported in this Eversource Energy (ES) Form 3?

No. The Table II section for derivative securities shows no derivative positions reported for W. Robert Mudge.

In what capacity is W. Robert Mudge related to Eversource Energy (ES)?

He is identified as an "Other" relationship with the specific role of Trustee, rather than as a director, officer, or 10% owner.

Is the Eversource Energy (ES) Form 3 filed by one or multiple reporting persons?

The document indicates that the Form is filed by one reporting person, namely W. Robert Mudge.

Eversource Energ

NYSE:ES

ES Rankings

ES Latest News

ES Latest SEC Filings

ES Stock Data

26.15B
374.48M
0.19%
86.05%
1.47%
Utilities - Regulated Electric
Electric Services
Link
United States
SPRINGFIELD