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Eversource Energy (ES) Institutional Ownership

$60.96
-0.50 (-0.81%)
(As of 05/17/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for Eversource Energy (NYSE:ES)

Current
Institutional Ownership
Percentage
79.99%
Number of
Institutional Buyers
(last 12 months)
456
Total
Institutional Inflows
(last 12 months)
$2.35B
Number of
Institutional Sellers
(last 12 months)
339
Total
Institutional Outflows
(last 12 months)
$2.77B
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ES Institutional Buying and Selling by Quarter

Eversource Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Plato Investment Management Ltd94,932$5.67M0.6%+1,465.0%0.027%
5/17/2024 Zimmer Partners LP2,537,095$151.64M3.2%+730.4%0.720%
5/17/2024 LBP AM SA26,497$1.58M0.1%-12.3%0.008%
5/17/2024 Comerica Bank72,981$4.36M0.0%-10.5%0.021%
5/17/2024 Tidal Investments LLC13,611$809K0.0%+1.8%0.004%
5/16/2024 Redwood Investment Management LLC35,508$2.12M0.2%N/A0.010%
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5/16/2024 California State Teachers Retirement System847,789$50.67M0.1%+10.0%0.241%
5/16/2024 B. Riley Wealth Advisors Inc.3,785$220K0.0%-13.5%0.001%
5/16/2024 Dynasty Wealth Management LLC4,132$247K0.0%N/A0.001%
5/16/2024 Invenomic Capital Management LP706,633$42.24M2.2%+43.2%0.201%
5/16/2024 BROOKFIELD Corp ON 1,094,009$65.39M0.4%N/A0.311%
5/16/2024 BTG Pactual Global Asset Management Ltd18,647$1.12M0.2%N/A0.005%
5/16/2024 Bayesian Capital Management LP27,200$1.63M0.2%+205.6%0.008%
5/16/2024 Paloma Partners Management Co6,387$382K0.0%N/A0.002%
5/15/2024 Ascent Group LLC25,942$1.55M0.1%+1.9%0.007%
5/15/2024 SVB Wealth LLC3,666$219K0.0%-13.1%0.001%
5/15/2024 Beaird Harris Wealth Management LLC850$51K0.0%N/A0.000%
5/15/2024 Public Employees Retirement System of Ohio133,476$7.98M0.0%-8.7%0.038%
5/15/2024 Public Employees Retirement Association of Colorado36,166$2.16M0.0%-7.2%0.010%
5/15/2024 Energy Income Partners LLC606,209$36.23M0.7%-0.3%0.172%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund11,528$689K0.0%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems26,529$1.59M0.0%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD466,254$27.87M0.0%+1.4%0.132%
5/15/2024 Epoch Investment Partners Inc.25,025$1.50M0.0%-2.0%0.007%
5/15/2024 Quadrature Capital Ltd11,711$700K0.0%N/A0.003%
5/15/2024 Huber Capital Management LLC11,311$676K0.2%+6.7%0.003%
5/15/2024 Gabelli Funds LLC880,750$52.64M0.4%-6.5%0.250%
5/15/2024 Gamco Investors INC. ET AL155,002$9.26M0.1%-1.2%0.044%
5/14/2024 Canada Pension Plan Investment Board646,334$38.63M0.0%+6.1%0.183%
5/14/2024 Toronto Dominion Bank109,270$6.53M0.0%-68.5%0.031%
5/14/2024 Sheaff Brock Investment Advisors LLC9,939$594K0.0%-8.0%0.003%
5/14/2024 DC Investments Management LLC16,472$985K0.8%N/A0.005%
5/14/2024 Advisors Asset Management Inc.51,836$3.10M0.1%-16.4%0.015%
5/14/2024 Axxcess Wealth Management LLC3,746$224K0.0%-16.0%0.001%
5/14/2024 Shell Asset Management Co.21,676$1.30M0.1%-31.7%0.006%
5/14/2024 CANADA LIFE ASSURANCE Co595,949$35.65M0.1%-6.8%0.169%
5/14/2024 American International Group Inc.124,264$7.43M0.0%-1.1%0.035%
5/14/2024 Vaughan David Investments LLC IL83,289$4.98M0.1%-18.4%0.024%
5/14/2024 Lake Street Advisors Group LLC5,184$310K0.0%+15.5%0.001%
5/13/2024 Bessemer Group Inc.3,815$227K0.0%-86.4%0.001%
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5/13/2024 ClearBridge Investments Ltd2,611,569$156.09M4.4%N/A0.741%
5/13/2024 UniSuper Management Pty Ltd19,676$1.18M0.0%+444.4%0.006%
5/13/2024 Clearbridge Investments LLC474,293$28.35M0.0%-2.2%0.135%
5/13/2024 Seven Eight Capital LP3,834$229K0.0%-58.3%0.001%
5/13/2024 O Shaughnessy Asset Management LLC32,181$1.92M0.0%+74.0%0.009%
5/13/2024 Ameritas Investment Partners Inc.20,905$1.25M0.0%+45.0%0.006%
5/13/2024 Penobscot Investment Management Company Inc.22,069$1.32M0.1%-21.7%0.006%
5/11/2024 Bahl & Gaynor Inc.23,735$1.42M0.0%-96.4%0.007%
5/11/2024 Beaumont Financial Advisors LLC4,866$291K0.0%-3.4%0.001%
5/11/2024 Strait & Sound Wealth Management LLC3,594$213K0.1%N/A0.001%
5/10/2024 TIAA Trust National Association10,175$608K0.0%-11.4%0.003%
5/10/2024 Vanguard Group Inc.41,970,809$2.51B0.0%-7.7%11.915%
5/10/2024 Intech Investment Management LLC36,653$2.19M0.0%N/A0.010%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp3,868,360$227.93M0.5%+65.0%1.098%
5/10/2024 M&G Plc1,392,324$83.54M0.5%N/A0.395%
5/10/2024 Tocqueville Asset Management L.P.19,785$1.18M0.0%-3.2%0.006%
5/9/2024 Dorsey & Whitney Trust CO LLC5,988$358K0.0%-5.5%0.002%
5/9/2024 Blair William & Co. IL32,893$1.97M0.0%-13.4%0.009%
5/9/2024 Wilkins Investment Counsel Inc.10,952$655K0.1%N/A0.003%
5/9/2024 Kingsview Wealth Management LLC4,477$268K0.0%-11.6%0.001%
5/9/2024 Alpha Family Trust5,440$325K0.2%N/A0.002%
5/9/2024 SageView Advisory Group LLC7,526$450K0.0%-19.0%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.432,950$25.88M0.0%+16.3%0.123%
5/9/2024 State Board of Administration of Florida Retirement System433,484$25.91M0.0%+7.7%0.124%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.190,901$11.41M0.0%-22.3%0.054%
5/8/2024 Bleakley Financial Group LLC5,875$351K0.0%-11.7%0.002%
5/8/2024 ProShare Advisors LLC95,124$5.69M0.0%-3.6%0.027%
5/8/2024 Avantax Advisory Services Inc.7,944$475K0.0%+2.5%0.002%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS699,073$41.78M0.3%+6.6%0.199%
5/8/2024 US Bancorp DE49,480$2.96M0.0%-20.7%0.014%
5/8/2024 Russell Investments Group Ltd.883,016$52.76M0.1%+54.9%0.252%
5/8/2024 QRG Capital Management Inc.12,139$726K0.0%+2.9%0.003%
5/8/2024 Headlands Technologies LLC1,305$78K0.0%N/A0.000%
5/7/2024 NorthRock Partners LLC7,058$422K0.0%+61.4%0.002%
5/7/2024 Sei Investments Co.460,399$27.52M0.0%+62.9%0.131%
5/7/2024 Atomi Financial Group Inc.6,442$385K0.0%N/A0.002%
5/7/2024 Anchor Capital Advisors LLC804,250$48.07M1.3%-0.1%0.229%
5/7/2024Susquehanna Fundamental Investments LLC23,217$1.39M0.1%N/A0.007%
5/7/2024 Swiss National Bank1,046,133$62.53M0.0%-4.2%0.298%
5/7/2024 Mondrian Investment Partners LTD32,229$1.93M0.0%+127.5%0.009%
5/7/2024 Forsta AP Fonden94,900$5.67M0.0%+8.5%0.027%
5/7/2024 Illinois Municipal Retirement Fund187,325$11.20M0.2%-12.4%0.053%
5/7/2024 Mystic Asset Management Inc.8,775$524K0.2%+10.2%0.003%
5/7/2024 SG Americas Securities LLC107,595$6.43M0.0%+376.3%0.031%
5/7/2024 Empowered Funds LLC22,318$1.33M0.0%-32.5%0.006%
5/7/2024 AIA Group Ltd11,054$661K0.0%N/A0.003%
5/7/2024 Sciencast Management LP4,618$276K0.2%N/A0.001%
5/6/2024 Quantbot Technologies LP40,387$2.41M0.1%+997.5%0.012%
5/6/2024 Empirical Finance LLC12,544$750K0.0%+3.5%0.004%
5/6/2024 Kayne Anderson Capital Advisors LP236,324$14.13M0.4%N/A0.067%
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5/6/2024 Manchester Capital Management LLC606$36K0.0%+83.6%0.000%
5/6/2024 W.H. Cornerstone Investments Inc.8,313$497K0.4%-21.1%0.002%
5/6/2024 John G Ullman & Associates Inc.29,175$1.74M0.3%-60.3%0.008%
5/4/2024 Howland Capital Management LLC5,855$350K0.0%-94.1%0.002%
5/4/2024 Csenge Advisory Group8,420$503K0.0%-5.1%0.002%
5/3/2024 Chevy Chase Trust Holdings LLC193,423$11.56M0.0%-0.9%0.055%
5/3/2024 Easterly Investment Partners LLC176,594$10.56M0.8%+356.8%0.050%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S8,965$536K0.0%-8.6%0.003%
5/3/2024 Central Pacific Bank Trust Division11,200$659K0.1%N/A0.003%
5/3/2024 Whittier Trust Co. of Nevada Inc.4,306$257K0.0%+174.3%0.001%
(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, 852 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 ($1.78B), Geode Capital Management LLC ($551.46M), Charles Schwab Investment Management Inc. ($448.57M), Wells Fargo & Company MN ($404.02M), and Legal & General Group Plc ($385.46M).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 738 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: Zimmer Partners LP ($2.79M), ClearBridge Investments Ltd ($2.61M), Nordea Investment Management AB ($2.49M), Norges Bank ($2.43M), State Street Corp ($1.99M), Mitsubishi UFJ Trust & Banking Corp ($1.82M), and FMR LLC ($1.74M).

How much institutional buying is happening at Eversource Energy?

Institutional investors have bought a total of 66,489,055 shares in the last 24 months. This purchase volume represents approximately $4.71B in transactions.

Which Eversource Energy major shareholders have been selling company stock?

Of the 508 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), Magellan Asset Management Ltd ($5.58M), Vanguard Group Inc. ($4.51M), Wellington Management Group LLP ($2.05M), Caisse DE Depot ET Placement DU Quebec ($1.95M), Principal Financial Group Inc. ($1.51M), and Deutsche Bank AG ($1.45M).

How much institutional selling is happening at Eversource Energy?

Institutional investors have sold a total of 66,101,561 shares in the last 24 months. This volume of shares sold represents approximately $4.74B in transactions.


This page (NYSE:ES) was last updated on 5/20/2024 by MarketBeat.com Staff

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