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Eversource Energy (ES) Institutional Ownership

Eversource Energy logo
$57.91 -0.21 (-0.37%)
As of 01/17/2025 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eversource Energy (NYSE:ES)

Current
Institutional Ownership
Percentage
79.99%
Number of
Institutional Buyers
(last 12 months)
428
Total
Institutional Inflows
(last 12 months)
$2.63B
Number of
Institutional Sellers
(last 12 months)
322
Total
Institutional Outflows
(last 12 months)
$1.56B
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ES Institutional Buying and Selling by Quarter

Eversource Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC100,801$5.79M0.0%+7.1%0.028%
1/17/2025Bartlett & CO. Wealth Management LLC1,246$72K0.0%-28.6%0.000%
1/17/2025SG Americas Securities LLC11,377$653K0.0%-90.0%0.003%
1/17/2025Baker Ellis Asset Management LLC8,409$483K0.1%-13.2%0.002%
1/17/2025Nisa Investment Advisors LLC73,096$4.20M0.0%+12.2%0.020%
1/17/2025Beaumont Financial Advisors LLC4,639$266K0.0%-7.3%0.001%
1/16/2025Ballentine Partners LLC5,657$325K0.0%+34.2%0.002%
1/16/2025ZWJ Investment Counsel Inc.245,749$14.11M0.6%-5.7%0.067%
1/16/2025Sowa Financial Group Inc.10,570$607K0.4%-2.8%0.003%
1/16/2025Union Savings Bank14,114$811K0.4%-5.4%0.004%
1/16/2025UMB Bank n.a.710$41K0.0%+38.4%0.000%
1/16/2025My Legacy Advisors LLC7,964$451K0.2%-7.5%0.002%
1/16/2025Polianta Ltd18,600$1.07M0.5%N/A0.005%
1/15/2025 Aaron Wealth Advisors LLC3,797$218K0.0%+7.2%0.001%
1/15/2025 HB Wealth Management LLC11,337$651K0.0%-14.3%0.003%
1/15/2025 Verity & Verity LLC12,959$744K0.1%N/A0.004%
1/15/2025 Brooklyn Investment Group727$42K0.0%+60.1%0.000%
1/15/2025 Somerset Trust Co35,355$2.03M0.8%+5.0%0.010%
1/15/2025 Merit Financial Group LLC6,131$352K0.0%+35.6%0.002%
1/15/2025 Boston Common Asset Management LLC176,663$10.15M0.3%-0.1%0.048%
1/15/2025 Avanza Fonder AB37,742$2.17M0.1%N/A0.010%
1/14/2025 Steph & Co.1,775$102K0.0%-28.6%0.000%
1/14/2025 Armstrong Advisory Group Inc.12,087$694K0.1%-2.6%0.003%
1/14/2025 Burney Co.43,495$2.50M0.1%+2.3%0.012%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.776$45K0.0%-29.8%0.000%
1/14/2025 Park Avenue Securities LLC14,461$831K0.0%-6.8%0.004%
1/14/2025 Assenagon Asset Management S.A.13,208$759K0.0%-2.5%0.004%
1/14/2025 Rockland Trust Co.13,670$785K0.0%-2.7%0.004%
1/14/2025 Oak Thistle LLC6,871$395K0.1%N/A0.002%
1/14/2025 Accurate Wealth Management LLC9,627$536K0.1%+159.6%0.003%
1/13/2025 Code Waechter LLC15,606$896K0.8%+2.3%0.004%
1/13/2025 Bar Harbor Wealth Management4,590$264K0.0%-4.0%0.001%
1/13/2025 Claro Advisors LLC9,457$543K0.1%-9.7%0.003%
1/13/2025 Thomasville National Bank3,686$212K0.0%-14.0%0.001%
1/13/2025 Capital Investment Advisors LLC3,627$208K0.0%N/A0.001%
1/13/2025 Brookstone Capital Management21,206$1.22M0.0%+1.8%0.006%
1/13/2025 Czech National Bank79,444$4.56M0.0%+9.1%0.022%
1/10/2025 ST Germain D J Co. Inc.35,335$2.03M0.1%+18.7%0.010%
1/7/2025 Bangor Savings Bank853$49K0.0%+41.2%0.000%
1/6/2025 Bard Financial Services Inc.21,060$1.21M0.1%-3.0%0.006%
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1/6/2025 Legacy Wealth Management LLC MS15,950$916K0.4%-17.1%0.004%
1/6/2025 Pensionfund Sabic23,500$1.35M0.4%+36.6%0.006%
1/6/2025 Nordea Investment Management AB1,735,901$99.55M0.1%+41.7%0.474%
1/3/2025 Everence Capital Management Inc.6,530$375K0.0%-53.5%0.002%
12/26/2024JPMorgan Chase & Co.1,418,109$96.50M0.0%+1.0%0.387%
12/19/2024Principal Financial Group Inc.413,874$28.16M0.0%+4.5%0.113%
12/13/2024B. Riley Wealth Advisors Inc.5,954$404K0.0%+8.3%0.002%
12/12/2024 Legacy Wealth Management LLC MS19,230$1.31M0.5%-11.2%0.005%
12/6/2024Retirement Systems of Alabama480,278$32.68M0.1%+518.1%0.131%
11/27/2024Franklin Resources Inc.2,415,395$154.63M0.0%-0.4%0.659%
11/25/2024Tidal Investments LLC13,849$942K0.0%+5.2%0.004%
11/25/2024Wilmington Savings Fund Society FSB3,964$270K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC4,077$277K0.0%N/A0.001%
11/25/2024Sanctuary Advisors LLC21,358$1.35M0.0%+32.2%0.006%
11/20/2024 Bard Financial Services Inc.21,715$1.48M0.2%+244.9%0.006%
11/18/2024Soltis Investment Advisors LLC53,136$3.62M0.3%N/A0.015%
11/18/2024Arete Wealth Advisors LLC3,391$231K0.0%N/A0.001%
11/18/2024Teachers Retirement System of The State of Kentucky26,504$1.80M0.0%-4.2%0.007%
11/18/2024Toronto Dominion Bank191,808$13.05M0.0%+42.5%0.052%
11/18/2024Coldstream Capital Management Inc.8,830$598K0.0%+11.3%0.002%
11/18/2024Strait & Sound Wealth Management LLC3,027$206K0.1%N/A0.001%
11/16/2024Geode Capital Management LLC9,040,171$613.23M0.0%+3.1%2.467%
11/15/2024Brophy Wealth Management LLC3,986$271K0.1%N/A0.001%
11/15/2024Vestcor Inc10,248$697K0.0%-27.5%0.003%
11/15/2024Resources Management Corp CT ADV38,920$2.65M0.4%+1.8%0.011%
11/15/2024M&T Bank Corp26,867$1.83M0.0%-15.4%0.007%
11/15/2024Duff & Phelps Investment Management Co.836,850$56.95M0.7%-21.5%0.228%
11/15/2024Barclays PLC1,095,966$74.58M0.0%+15.9%0.299%
11/15/2024Continuum Advisory LLC3,219$219K0.0%-13.7%0.001%
11/15/2024Public Employees Retirement System of Ohio175,810$11.96M0.1%+31.3%0.048%
11/15/2024Cape Cod Five Cents Savings Bank7,938$540K0.1%-4.1%0.002%
11/15/2024Nomura Asset Management Co. Ltd.227,376$15.47M0.0%-39.8%0.062%
11/15/2024Y Intercept Hong Kong Ltd16,981$1.16M0.1%+95.0%0.005%
11/15/2024MML Investors Services LLC21,435$1.46M0.0%+39.5%0.006%
11/15/2024XTX Topco Ltd5,370$365K0.0%-86.0%0.001%
11/15/2024Zimmer Partners LP525,000$35.73M0.7%-90.2%0.143%
11/15/2024iSAM Funds UK Ltd11,575$788K0.4%N/A0.003%
11/15/2024National Bank of Canada FI749,736$51.02M0.1%+446.0%0.205%
11/15/2024Kovitz Investment Group Partners LLC17,107$1.16M0.0%+78.3%0.005%
11/15/2024Wellington Management Group LLP11,885,124$808.78M0.1%N/A3.244%
11/15/2024State Street Corp25,539,895$1.74B0.1%+1.7%6.970%
11/15/2024Stifel Financial Corp247,957$16.87M0.0%-3.5%0.068%
11/15/2024SageView Advisory Group LLC4,294$292K0.0%-7.9%0.001%
11/15/2024Quantinno Capital Management LP32,489$2.21M0.0%+48.0%0.009%
11/15/2024Royal London Asset Management Ltd.468,452$31.88M0.1%-40.7%0.128%
11/15/2024Redwood Investment Management LLC29,030$1.96M0.2%-15.8%0.008%
11/15/2024Millburn Ridgefield Corp1,112$76K0.0%N/A0.000%
11/15/2024NFJ Investment Group LLC1,142,384$77.74M2.3%-11.0%0.312%
11/15/2024Ingalls & Snyder LLC3,172$216K0.0%N/A0.001%
11/15/2024Integrated Wealth Concepts LLC23,930$1.63M0.0%-1.2%0.007%
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11/15/2024Invenomic Capital Management LP626,648$42.64M2.3%-35.7%0.171%
11/15/2024Investment Management Corp of Ontario11,663$794K0.0%+50.2%0.003%
11/15/2024Janus Henderson Group PLC72,495$4.93M0.0%-7.1%0.020%
11/15/2024HighTower Advisors LLC59,170$4.02M0.0%+0.5%0.016%
11/15/2024Holocene Advisors LP84,422$5.75M0.0%-29.1%0.023%
11/15/2024Chevy Chase Trust Holdings LLC193,317$13.16M0.0%+0.5%0.053%
11/15/2024Ascent Group LLC19,433$1.32M0.1%-2.2%0.005%
11/15/2024Benjamin Edwards Inc.15,954$1.09M0.0%+3,810.3%0.004%
11/15/2024FSA Wealth Management LLC1,105$75K0.0%N/A0.000%
11/15/2024Erste Asset Management GmbH6,700$442K0.0%N/A0.002%
(Data available from 1/1/2016 forward)

ES Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ES shares?

During the previous two years, 856 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were BlackRock Inc. ($2.71B), Vanguard Group Inc. ($2.51B), State Street Corp ($1.74B), Wellington Management Group LLP ($808.78M), Charles Schwab Investment Management Inc. ($660.41M), Geode Capital Management LLC ($613.23M), and FMR LLC ($477.65M).Learn more on ES's institutional investors.

What percentage of Eversource Energy stock is owned by institutional investors?

79.99% of Eversource Energy stock is owned by institutional investors. Learn more on ES's institutional investor holdings.

Which institutional investors have been buying Eversource Energy stock?

Of the 729 institutional investors that purchased Eversource Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($11.92M), Nordea Investment Management AB ($2.85M), Zimmer Partners LP ($2.79M), ClearBridge Investments Ltd ($2.61M), Norges Bank ($2.43M), Mitsubishi UFJ Trust & Banking Corp ($1.72M), and M&G Plc ($1.63M).

How much institutional buying is happening at Eversource Energy?

Institutional investors have bought a total of 72,668,952 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

Which Eversource Energy major shareholders have been selling company stock?

Of the 501 institutional investors that sold Eversource Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($18.21M), Zimmer Partners LP ($4.82M), Vanguard Group Inc. ($4.51M), Magellan Asset Management Ltd ($3.96M), Wellington Management Group LLP ($2.05M), Principal Financial Group Inc. ($1.52M), and Caisse DE Depot ET Placement DU Quebec ($1.42M).

How much institutional selling is happening at Eversource Energy?

Institutional investors have sold a total of 65,045,728 shares in the last 24 months. This volume of shares sold represents approximately $4.45B in transactions.


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This page (NYSE:ES) was last updated on 1/18/2025 by MarketBeat.com Staff
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