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Eversource Energy (ES) Institutional Ownership

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$65.33 -0.77 (-1.16%)
As of 02:40 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)
612
Total
Institutional Inflows
(last 12 months)
$3.47B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$2.04B
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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
8/1/2025Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group14,269$908K0.6%-27.0%0.004%
8/1/2025Envestnet Asset Management Inc.403,870$25.69M0.0%+38.0%0.110%
7/31/2025Brighton Jones LLC3,350$213K0.0%N/A0.001%
7/31/2025CVA Family Office LLC1,776$113K0.0%+18.9%0.000%
7/31/2025AlphaQuest LLC1,013$64K0.0%+155.8%0.000%
7/31/2025Sumitomo Mitsui Trust Group Inc.964,270$61.35M0.0%+4.3%0.262%
7/31/2025Catalyst Capital Advisors LLC1,813$115K0.0%N/A0.000%
7/31/2025Asset Management One Co. Ltd.153,302$9.75M0.0%+2.3%0.042%
7/31/2025Turning Point Benefit Group Inc.4,407$280K0.2%N/A0.001%
7/30/2025 LifeWealth Investments LLC5,857$373K0.1%N/A0.002%
7/30/2025 Ethic Inc.150,932$9.56M0.2%-15.9%0.041%
7/30/2025 Adams Diversified Equity Fund Inc.215,000$13.68M0.5%N/A0.059%
7/30/2025 Steel Grove Capital Advisors LLC29,670$1.89M0.2%-0.9%0.008%
7/30/2025 Brookstone Capital Management208,437$13.26M0.2%+5.9%0.057%
7/30/2025 Securian Asset Management Inc.19,098$1.22M0.0%-1.7%0.005%
7/30/2025 Avidian Wealth Enterprises LLC6,179$393K0.0%+2.9%0.002%
7/30/2025 DekaBank Deutsche Girozentrale101,201$6.36M0.0%+0.8%0.028%
7/30/2025 Bogart Wealth LLC928$59K0.0%+100.9%0.000%
7/30/2025 Schnieders Capital Management LLC58,444$3.72M0.7%+87.9%0.016%
7/29/2025 Stephens Inc. AR43,962$2.80M0.0%+0.5%0.012%
7/29/2025 Chicago Partners Investment Group LLC4,146$275K0.0%+27.8%0.001%
7/29/2025 John G Ullman & Associates Inc.112,702$7.17M1.1%-0.3%0.031%
7/29/2025 Morgan Dempsey Capital Management LLC91,953$5.85M2.4%-1.2%0.025%
7/29/2025 Mutual of America Capital Management LLC42,123$2.68M0.0%-1.2%0.011%
7/29/2025 Spirit of America Management Corp NY19,100$1.22M0.3%+6.4%0.005%
7/29/2025 Easterly Investment Partners LLC202,315$12.87M0.9%+1.0%0.055%
7/29/2025 Stratos Wealth Partners LTD.4,575$291K0.0%-21.5%0.001%
7/29/2025 Nordea Investment Management AB1,623,363$104.17M0.1%-3.2%0.442%
7/29/2025 Praxis Investment Management Inc.4,560$290K0.0%-30.2%0.001%
7/28/2025 Allianz Asset Management GmbH373,788$23.78M0.0%+244.5%0.102%
7/28/2025 New York State Teachers Retirement System312,716$19.90M0.0%+0.1%0.085%
7/28/2025 Generali Asset Management SPA SGR53,498$3.40M0.1%+18.6%0.015%
7/28/2025 Cypress Wealth Services LLC3,316$211K0.0%N/A0.001%
7/28/2025 Bayforest Capital Ltd4,642$295K0.1%N/A0.001%
7/28/2025 Sagespring Wealth Partners LLC3,512$223K0.0%N/A0.001%
7/28/2025 Boston Trust Walden Corp957,132$60.89M0.4%-3.4%0.261%
7/28/2025 TD Asset Management Inc142,091$9.04M0.0%-2.2%0.039%
7/28/2025 Edmp Inc.25,398$1.62M1.4%+4.8%0.007%
7/25/2025 NorthRock Partners LLC9,155$582K0.0%+10.5%0.002%
7/25/2025 Sequoia Financial Advisors LLC19,668$1.25M0.0%-2.7%0.005%
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7/25/2025 Vest Financial LLC921,600$58.63M0.8%-5.0%0.251%
7/25/2025 Yousif Capital Management LLC146,693$9.33M0.1%-3.8%0.040%
7/25/2025 MGO One Seven LLC4,586$292K0.0%N/A0.001%
7/25/2025 Allspring Global Investments Holdings LLC105,489$6.81M0.0%-8.3%0.029%
7/25/2025 CWM LLC42,484$2.70M0.0%+3.0%0.012%
7/25/2025 OFI Invest Asset Management66,640$4.24M0.0%-7.8%0.018%
7/25/2025 Vanguard Personalized Indexing Management LLC65,319$4.16M0.0%-2.4%0.018%
7/25/2025 Concurrent Investment Advisors LLC3,304$210K0.0%N/A0.001%
7/25/2025 Cerro Pacific Wealth Advisors LLC3,436$219K0.1%-9.6%0.001%
7/25/2025 Apollon Wealth Management LLC11,588$737K0.0%+20.2%0.003%
7/25/2025 Fifth Third Wealth Advisors LLC3,841$244K0.0%-11.9%0.001%
7/24/2025 Trust Co. of Toledo NA OH441$28K0.0%N/A0.000%
7/24/2025 Drucker Wealth 3.0 LLC13,051$850K0.2%N/A0.004%
7/24/2025 Aberdeen Group plc762,881$48.53M0.1%+12.0%0.208%
7/24/2025 PDS Planning Inc3,840$244K0.0%+4.7%0.001%
7/24/2025 McKinley Carter Wealth Services Inc.32,297$2.06M0.1%+874.6%0.009%
7/24/2025 Castellan Group55,825$3.55M0.7%+6.7%0.015%
7/24/2025 Stonebridge Financial Group LLC24,961$1.59M0.2%+2.2%0.007%
7/24/2025 IFP Advisors Inc2,155$139K0.0%+26.1%0.001%
7/24/2025 Callan Family Office LLC6,341$403K0.0%N/A0.002%
7/24/2025 Blair William & Co. IL31,791$2.02M0.0%+0.8%0.009%
7/24/2025 Leo Wealth LLC4,015$255K0.0%N/A0.001%
7/24/2025 US Bancorp DE33,950$2.16M0.0%-3.2%0.009%
7/23/2025 Vontobel Holding Ltd.63,339$4.03M0.0%-33.1%0.017%
7/23/2025 Maryland State Retirement & Pension System348,939$22.20M0.5%+6.5%0.095%
7/23/2025 Abel Hall LLC8,423$536K0.2%+13.9%0.002%
7/23/2025 Mirova US LLC57,789$3.68M0.0%N/A0.016%
7/23/2025 Friedenthal Financial1,233$78K0.0%+5,771.4%0.000%
7/23/2025 Shell Asset Management Co.22,529$1.43M0.0%+114.9%0.006%
7/23/2025 KLP Kapitalforvaltning AS383,993$24.43M0.1%+4.7%0.105%
7/23/2025 Prime Capital Investment Advisors LLC8,396$534K0.0%-8.2%0.002%
7/22/2025 Marks Group Wealth Management Inc14,549$926K0.1%N/A0.004%
7/22/2025 Grimes & Company Inc.8,044$512K0.0%+3.0%0.002%
7/22/2025 Boston Common Asset Management LLC106,006$6.74M0.2%-6.9%0.029%
7/22/2025 Clarius Group LLC4,541$289K0.0%-7.0%0.001%
7/22/2025 Penobscot Investment Management Company Inc.14,418$917K0.1%+1.4%0.004%
7/22/2025 AMF Tjanstepension AB244,990$15.60M0.1%+71.3%0.067%
7/21/2025 111 Capital13,396$852K0.1%+41.5%0.004%
7/21/2025 QRG Capital Management Inc.10,476$667K0.0%-3.4%0.003%
7/21/2025 ZWJ Investment Counsel Inc.183,893$11.70M0.4%-3.8%0.050%
7/21/2025 Ascent Group LLC21,725$1.38M0.1%+2.7%0.006%
7/21/2025 Sterling Investment Counsel LLC3,860$246K0.1%-5.9%0.001%
7/21/2025 Synergy Asset Management LLC41,351$2.63M0.3%N/A0.011%
7/21/2025 Cromwell Holdings LLC1,042$66K0.0%+25.7%0.000%
7/21/2025 Hilltop National Bank500$32K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.63,498$4.04M0.0%+5.3%0.017%
7/21/2025 ASR Vermogensbeheer N.V.193,382$12.30M0.2%+0.2%0.053%
7/18/2025 Robeco Institutional Asset Management B.V.392,094$24.95M0.0%+42.0%0.107%
7/18/2025 Trust Co. of Vermont2,862$182K0.0%+14.3%0.001%
7/18/2025 PFG Investments LLC18,386$1.17M0.1%-1.0%0.005%
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7/18/2025 LBP AM SA34,572$2.20M0.0%-1.8%0.009%
7/18/2025 Truist Financial Corp34,696$2.21M0.0%+60.7%0.009%
7/17/2025 Trivium Point Advisory LLC9,859$627K0.1%-3.5%0.003%
7/17/2025 Greenleaf Trust9,208$586K0.0%-16.6%0.003%
7/17/2025 Capital Investment Advisors LLC26,467$1.68M0.0%+0.8%0.007%
7/17/2025 Centennial Wealth Advisory LLC8,046$512K0.2%N/A0.002%
7/17/2025 HB Wealth Management LLC14,610$930K0.0%+17.7%0.004%
7/17/2025 Janney Montgomery Scott LLC225,363$14.34M0.0%-1.4%0.061%
7/17/2025 V Square Quantitative Management LLC10,185$648K0.1%+3.9%0.003%
7/17/2025 Sound Income Strategies LLC283,450$18.03M1.0%+6.5%0.077%
(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, 952 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.79B), BlackRock Inc. ($2.71B), State Street Corp ($1.74B), Wellington Management Group LLP ($1.07B), Geode Capital Management LLC ($547.55M), Magellan Asset Management Ltd ($427.09M), and FMR LLC ($422.26M).Learn more on Eversource Energy's institutional investors.

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

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

Which institutional investors have been buying Eversource Energy's stock?

Of the 808 institutional investors that purchased Eversource Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($17.21M), Norges Bank ($5.72M), Nuveen LLC ($4.61M), ClearBridge Investments Ltd ($2.61M), Zimmer Partners LP ($2.23M), Hsbc Holdings PLC ($1.87M), and Vanguard Group Inc. ($1.74M).

How much institutional buying is happening at Eversource Energy?

Institutional investors have bought a total of 56,310,240 shares in the last 24 months. This purchase volume represents approximately $3.47B in transactions.

Which of Eversource Energy's major shareholders have been selling company stock?

Of the 368 institutional investors that sold Eversource Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Zimmer Partners LP ($5.26M), Charles Schwab Investment Management Inc. ($4.07M), Mitsubishi UFJ Trust & Banking Corp ($1.99M), Cohen & Steers Inc. ($1.75M), Legal & General Group Plc ($1.45M), Caisse DE Depot ET Placement DU Quebec ($1.37M), and Goldman Sachs Group Inc. ($1.15M).

How much institutional selling is happening at Eversource Energy?

Institutional investors have sold a total of 33,170,528 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.



This page (NYSE:ES) was last updated on 8/1/2025 by MarketBeat.com Staff
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