Eversource Energy (ES) Institutional Ownership

$61.04
-0.13 (-0.21%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
79.99%
Number of
Institutional Buyers
(last 12 months)
475
Total
Institutional Inflows
(last 12 months)
$1.99B
Number of
Institutional Sellers
(last 12 months)
348
Total
Institutional Outflows
(last 12 months)
$2.82B
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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
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.190,901$11.41M0.0%-22.3%0.054%
5/8/2024Bleakley Financial Group LLC5,875$351K0.0%-11.7%0.002%
5/8/2024ProShare Advisors LLC95,124$5.69M0.0%-3.6%0.027%
5/8/2024Avantax Advisory Services Inc.7,944$475K0.0%+2.5%0.002%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS699,073$41.78M0.3%+6.6%0.199%
5/8/2024US Bancorp DE49,480$2.96M0.0%-20.7%0.014%
5/8/2024Russell 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%
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%
5/2/2024 Salomon & Ludwin LLC686$41K0.0%+4,187.5%0.000%
5/2/2024 New England Capital Financial Advisors LLC8,783$525K0.3%-5.6%0.003%
5/2/2024 Financial Counselors Inc.13,905$831K0.0%N/A0.004%
5/2/2024 Jennison Associates LLC602,032$35.98M0.0%N/A0.172%
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5/2/2024 Mutual of America Capital Management LLC45,800$2.74M0.0%-2.0%0.013%
5/2/2024 Daiwa Securities Group Inc.42,555$2.54M0.0%-3.4%0.012%
5/2/2024 Nordea Investment Management AB5,838,947$346.95M0.4%-7.3%1.665%
5/2/2024 Fidelis Capital Partners LLC3,019$180K0.0%N/A0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.11,072$662K0.0%+27.0%0.003%
5/1/2024 Janney Montgomery Scott LLC120,168$7.18M0.0%+14.6%0.034%
5/1/2024 BNP Paribas Financial Markets946,721$56.59M0.0%+11.3%0.270%
5/1/2024 Mirae Asset Global Investments Co. Ltd.70,810$4.23M0.0%+24.5%0.020%
5/1/2024 Baillie Gifford & Co.659,420$39.41M0.0%-1.3%0.188%
5/1/2024 Northcape Wealth Management LLC29,707$1.78M0.6%+16.4%0.008%
5/1/2024 Sequoia Financial Advisors LLC16,660$996K0.0%+61.0%0.005%
4/30/2024 Private Advisor Group LLC20,444$1.22M0.0%+66.5%0.006%
4/30/2024 Norden Group LLC7,711$461K0.0%N/A0.002%
4/30/2024 Van ECK Associates Corp82,752$4.95M0.0%+4.7%0.024%
4/30/2024 HB Wealth Management LLC10,355$619K0.0%+71.8%0.003%
4/30/2024 SpiderRock Advisors LLC4,477$264K0.0%N/A0.001%
4/30/2024 Caprock Group LLC18,119$1.08M0.1%-7.3%0.005%
4/30/2024 Perigon Wealth Management LLC3,751$224K0.0%-9.5%0.001%
4/29/2024Commonwealth Equity Services LLC249,193$14.89M0.0%-2.0%0.071%
4/29/2024 Greenleaf Trust8,057$482K0.0%-15.3%0.002%
4/29/2024 Principal Financial Group Inc.402,537$24.06M0.0%+2.2%0.115%
4/29/2024 Mn Services Vermogensbeheer B.V.141,289$8.45M0.1%-14.6%0.040%
4/26/2024 Trueblood Wealth Management LLC4,487$268K0.2%-8.7%0.001%
4/26/2024 Sterling Investment Counsel LLC4,367$261K0.1%+5.8%0.001%
4/26/2024 Securian Asset Management Inc.20,574$1.23M0.0%-6.8%0.006%
4/26/2024 Yousif Capital Management LLC47,915$2.86M0.0%-2.3%0.014%
4/26/2024 YHB Investment Advisors Inc.1,857$111K0.0%N/A0.001%
4/26/2024 ZWJ Investment Counsel Inc.197,232$11.79M0.5%-3.9%0.056%
4/26/2024 Mesirow Financial Investment Management Inc.8,841$528K0.0%N/A0.003%
4/26/2024 MONECO Advisors LLC4,172$249K0.0%N/A0.001%
4/26/2024 Checchi Capital Advisers LLC4,396$263K0.0%-11.7%0.001%
4/25/2024 Lindbrook Capital LLC2,086$125K0.0%-8.3%0.001%
4/25/2024 New York State Teachers Retirement System325,038$19.43M0.0%-7.0%0.093%
4/25/2024 Center for Financial Planning Inc.1,803$108K0.0%-11.3%0.001%
4/25/2024 Bank of New York Mellon Corp2,781,223$166.23M0.0%-7.7%0.793%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 276,298$16.51M0.1%-37.7%0.079%
4/25/2024 Aaron Wealth Advisors LLC3,533$211K0.0%N/A0.001%
4/25/2024 Grace & White Inc. NY4,418$264K0.0%+5.2%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.56,409$3.37M0.0%+2.1%0.016%
4/24/2024 PSI Advisors LLC708$42K0.0%-52.5%0.000%
4/24/2024 V Square Quantitative Management LLC9,375$560K0.1%+18.0%0.003%
4/24/2024 Berkshire Bank7,198$430K0.1%-15.3%0.002%
4/24/2024 Simplicity Wealth LLC5,754$344K0.0%N/A0.002%
4/24/2024 Wells Trecaso Financial Group LLC5,172$309K0.1%+4.5%0.001%
4/24/2024 Essex Financial Services Inc.19,452$1.16M0.1%+1.2%0.006%
4/24/2024 Bar Harbor Wealth Management4,590$274K0.0%+21.7%0.001%
4/24/2024 West Branch Capital LLC478$29K0.0%-72.6%0.000%
4/24/2024 Assenagon Asset Management S.A.14,321$856K0.0%+6.5%0.004%
4/23/2024 Louisiana State Employees Retirement System20,300$1.21M0.0%-3.8%0.006%
4/23/2024 Amalgamated Bank72,236$4.32M0.0%-14.0%0.021%
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4/23/2024 New Mexico Educational Retirement Board17,616$1.05M0.0%-2.8%0.005%
4/23/2024 Fifth Third Bancorp26,109$1.56M0.0%+12.6%0.007%
4/23/2024 Summit Trail Advisors LLC3,516$210K0.0%N/A0.001%
4/23/2024 Stablepoint Partners LLC4,419$264K0.1%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.160,115$9.57M0.0%+1.5%0.046%
4/22/2024 PFG Investments LLC18,590$1.11M0.1%N/A0.005%
4/22/2024 Raymond James & Associates167,488$10.01M0.0%-32.6%0.048%
4/22/2024 IFM Investors Pty Ltd137,339$8.21M0.1%+3.7%0.039%
4/20/2024 Maryland State Retirement & Pension System325,077$18.69M0.4%+1.5%0.093%
4/20/2024 Kesler Norman & Wride LLC6,408$383K0.1%-60.6%0.002%
(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, 861 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.81B), BlackRock Inc. ($2.71B), 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 743 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: State Street Corp ($3.51M), Nordea Investment Management AB ($2.49M), Norges Bank ($2.43M), Vanguard Group Inc. ($1.80M), FMR LLC ($1.74M), Pictet Asset Management SA ($1.44M), and Barclays PLC ($1.31M).

How much institutional buying is happening at Eversource Energy?

Institutional investors have bought a total of 61,297,278 shares in the last 24 months. This purchase volume represents approximately $4.52B in transactions.

Which Eversource Energy major shareholders have been selling company stock?

Of the 513 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 ($14.00M), Bank of New York Mellon Corp ($4.29M), BlackRock Inc. ($3.30M), Mitsubishi UFJ Trust & Banking Corp ($2.29M), Wellington Management Group LLP ($2.05M), and Caisse DE Depot ET Placement DU Quebec ($1.95M).

How much institutional selling is happening at Eversource Energy?

Institutional investors have sold a total of 81,080,180 shares in the last 24 months. This volume of shares sold represents approximately $6.19B in transactions.


This page (NYSE:ES) was last updated on 5/8/2024 by MarketBeat.com Staff

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