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Eversource Energy (ES) Institutional Ownership

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$59.57 +0.15 (+0.25%)
Closing price 04/30/2025 03:59 PM Eastern
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$60.01 +0.44 (+0.74%)
As of 07:00 AM 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)
540
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$1.82B
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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
4/30/2025Genus Capital Management Inc.27,100$1.68M0.2%N/A0.007%
4/30/2025Cerity Partners LLC68,062$4.23M0.0%-41.1%0.019%
4/30/2025Alan B Lancz & Associates Inc.4,033$250K0.3%N/A0.001%
4/30/2025Code Waechter LLC7,331$455K0.4%-53.0%0.002%
4/30/2025Alps Advisors Inc.393,533$24.44M0.1%-3.3%0.107%
4/30/2025Nisa Investment Advisors LLC72,134$4.48M0.0%-1.3%0.020%
4/30/2025LBP AM SA35,208$2.19M0.0%N/A0.010%
4/30/2025Slagle Financial LLC91,019$5.65M2.5%+3.5%0.025%
4/30/2025Greenleaf Trust11,045$686K0.0%+35.3%0.003%
4/30/2025DekaBank Deutsche Girozentrale100,361$6.13M0.0%-0.8%0.027%
4/30/2025M&T Bank Corp30,741$1.91M0.0%+10.4%0.008%
4/30/2025Stratos Wealth Partners LTD.5,830$362K0.0%-21.0%0.002%
4/30/2025Brown Advisory Inc.7,584$471K0.0%-7.4%0.002%
4/30/2025Crossmark Global Holdings Inc.20,508$1.27M0.0%-3.9%0.006%
4/29/2025 U.S. Capital Wealth Advisors LLC157,894$9.81M0.3%+7.7%0.043%
4/29/2025 OLD Republic International Corp703,933$43.72M1.7%+9.3%0.192%
4/29/2025 Envestnet Asset Management Inc.292,674$18.18M0.0%-22.4%0.080%
4/29/2025 HM Payson & Co.700$43K0.0%-55.5%0.000%
4/29/2025 Bank of New York Mellon Corp2,525,756$156.88M0.0%-6.8%0.688%
4/29/2025 Brookstone Capital Management196,903$12.23M0.2%+828.5%0.054%
4/29/2025 Kintegral Advisory LLC19,522$1.21M0.2%-32.9%0.005%
4/29/2025 IFM Investors Pty Ltd155,244$10.56M0.1%+4.9%0.042%
4/29/2025 OneDigital Investment Advisors LLC12,291$763K0.0%+6.8%0.003%
4/29/2025 Sterling Financial Planning Inc.3,452$214K0.1%N/A0.001%
4/29/2025 Checchi Capital Advisers LLC4,283$266K0.0%+14.5%0.001%
4/28/2025 D.A. Davidson & CO.27,419$1.70M0.0%+10.1%0.007%
4/28/2025 Principal Financial Group Inc.433,004$26.89M0.0%+3.5%0.118%
4/28/2025 ZWJ Investment Counsel Inc.191,157$11.87M0.5%-22.2%0.052%
4/28/2025 Resonant Capital Advisors LLC3,467$215K0.0%N/A0.001%
4/28/2025 Teacher Retirement System of Texas53,482$3.32M0.0%N/A0.015%
4/28/2025 First Horizon Advisors Inc.1,026$64K0.0%+47.2%0.000%
4/28/2025 Revisor Wealth Management LLC3,967$246K0.1%N/A0.001%
4/28/2025 Private Trust Co. NA2,614$162K0.0%-16.7%0.001%
4/28/2025 Miller Howard Investments Inc. NY11,070$688K0.0%+12.3%0.003%
4/28/2025 Rossby Financial LCC595$34K0.0%N/A0.000%
4/28/2025 Summit Trail Advisors LLC11,738$729K0.0%+139.9%0.003%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd67,089$4.17M0.0%+12.9%0.018%
4/28/2025 Cidel Asset Management Inc.3,327$207K0.0%N/A0.001%
4/28/2025 Vontobel Holding Ltd.94,735$5.88M0.0%-8.2%0.026%
4/25/2025 Mather Group LLC.3,291$204K0.0%+16.2%0.001%
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4/25/2025 WASHINGTON TRUST Co2,410$150K0.0%+467.1%0.001%
4/25/2025 New York State Teachers Retirement System312,550$19.41M0.0%+6.5%0.085%
4/25/2025 Amalgamated Bank71,285$4.43M0.0%+3.3%0.019%
4/25/2025 Avidian Wealth Enterprises LLC6,003$373K0.0%N/A0.002%
4/25/2025 Essex Financial Services Inc.19,334$1.20M0.1%-11.3%0.005%
4/25/2025 Stonebridge Financial Group LLC24,425$1.52M0.2%+15.4%0.007%
4/25/2025 Northcape Wealth Management LLC31,069$1.93M0.6%+1.4%0.008%
4/25/2025 KBC Group NV291,186$18.09M0.1%-8.7%0.079%
4/25/2025 Sumitomo Mitsui Trust Group Inc.924,527$57.42M0.0%+12.3%0.252%
4/24/2025 Allspring Global Investments Holdings LLC115,079$7.15M0.0%+13.1%0.031%
4/24/2025 Mirae Asset Global Investments Co. Ltd.60,294$3.69M0.0%+49.9%0.016%
4/24/2025 Illinois Municipal Retirement Fund123,473$7.67M0.1%+20.1%0.034%
4/24/2025 Old North State Wealth Management LLC6,813$424K0.2%+34.9%0.002%
4/24/2025 Trust Co. of Vermont2,504$156K0.0%-35.7%0.001%
4/24/2025 PDS Planning Inc3,667$228K0.0%N/A0.001%
4/23/2025 Penobscot Investment Management Company Inc.14,223$883K0.1%-7.5%0.004%
4/23/2025 Robeco Institutional Asset Management B.V.276,094$17.15M0.0%-32.6%0.075%
4/23/2025 Sequoia Financial Advisors LLC20,212$1.26M0.0%+11.0%0.006%
4/23/2025 HBK Sorce Advisory LLC5,434$338K0.0%-7.3%0.001%
4/23/2025 Golden State Wealth Management LLC828$52K0.0%+233.9%0.000%
4/23/2025 Bessemer Group Inc.6,971$433K0.0%-51.4%0.002%
4/23/2025 Spire Wealth Management8,463$526K0.0%+110.1%0.002%
4/23/2025 Daymark Wealth Partners LLC7,011$435K0.0%-7.8%0.002%
4/23/2025 Edmp Inc.24,227$1.51M1.3%N/A0.007%
4/23/2025 Asset Management One Co. Ltd.149,887$9.31M0.0%+6.8%0.041%
4/23/2025 SC&H Financial Advisors Inc.4,511$280K0.1%-18.2%0.001%
4/22/2025 Brown Lisle Cummings Inc.2,666$166K0.0%+15.1%0.001%
4/22/2025 Flagship Harbor Advisors LLC12,764$793K0.0%-6.8%0.003%
4/22/2025 Cambridge Investment Research Advisors Inc.66,402$4.12M0.0%+14.9%0.018%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund10,669$663K0.0%N/A0.003%
4/22/2025 Kentucky Retirement Systems25,048$1.56M0.0%+2.0%0.007%
4/22/2025 PFG Investments LLC18,570$1.15M0.1%+3.5%0.005%
4/21/2025 Spirit of America Management Corp NY17,950$1.12M0.2%+13.2%0.005%
4/21/2025 ORG Partners LLC1,312$81K0.0%N/A0.000%
4/21/2025 Retirement Systems of Alabama477,146$29.64M0.1%-1.0%0.130%
4/21/2025 ORG Wealth Partners LLC2,378$148K0.0%+66.5%0.001%
4/21/2025 Sterling Investment Counsel LLC4,100$255K0.1%+4.9%0.001%
4/21/2025 Boston Trust Walden Corp990,619$61.53M0.4%-1.1%0.270%
4/21/2025 Global X Japan Co. Ltd.10,750$668K0.1%N/A0.003%
4/21/2025 Steel Grove Capital Advisors LLC29,948$1.86M0.3%+2.9%0.008%
4/21/2025 State of Alaska Department of Revenue42,969$2.67M0.0%+2.8%0.012%
4/18/2025 Prosperity Wealth Management Inc.7,247$450K0.2%+5.8%0.002%
4/18/2025 San Luis Wealth Advisors LLC11,149$692K0.1%N/A0.003%
4/17/2025 Berkshire Bank3,610$224K0.1%-9.8%0.001%
4/17/2025 QRG Capital Management Inc.10,843$673K0.0%+10.6%0.003%
4/17/2025 Janney Montgomery Scott LLC228,553$14.20M0.0%+126.7%0.062%
4/17/2025 Mn Services Vermogensbeheer B.V.126,289$7.84M0.1%-7.3%0.034%
4/17/2025 Exchange Traded Concepts LLC1,528$95K0.0%-17.6%0.000%
4/17/2025 Sound Income Strategies LLC266,242$16.54M1.0%+3,061.6%0.073%
4/16/2025 Opal Wealth Advisors LLC1,663$103K0.0%N/A0.000%
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4/16/2025 Wealth Enhancement Advisory Services LLC47,426$2.95M0.0%-9.9%0.013%
4/16/2025 CVA Family Office LLC1,494$93K0.0%-12.1%0.000%
4/16/2025 Verity & Verity LLC6,332$393K0.0%-51.1%0.002%
4/16/2025 Rockland Trust Co.7,468$464K0.0%-45.4%0.002%
4/15/2025 Fifth Third Bancorp24,918$1.55M0.0%+3.4%0.007%
4/15/2025 Simon Quick Advisors LLC3,828$238K0.0%N/A0.001%
4/15/2025 Arvest Investments Inc.15,035$934K0.1%N/A0.004%
4/15/2025 Baker Ellis Asset Management LLC8,097$503K0.1%-3.7%0.002%
4/15/2025 McKinley Carter Wealth Services Inc.3,314$206K0.0%N/A0.001%
4/15/2025 Bard Financial Services Inc.19,205$1.19M0.1%-8.8%0.005%
(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, 922 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were BlackRock Inc. ($2.71B), Vanguard Group Inc. ($2.56B), State Street Corp ($1.74B), Wellington Management Group LLP ($945.89M), Charles Schwab Investment Management Inc. ($570.50M), Geode Capital Management LLC ($547.55M), and FMR LLC ($422.26M).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 779 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 ($16.50M), Norges Bank ($5.72M), Zimmer Partners LP ($2.79M), ClearBridge Investments Ltd ($2.61M), Nordea Investment Management AB ($2.09M), Hsbc Holdings PLC ($1.65M), and Mitsubishi UFJ Trust & Banking Corp ($1.63M).

How much institutional buying is happening at Eversource Energy?

Institutional investors have bought a total of 87,976,322 shares in the last 24 months. This purchase volume represents approximately $5.51B in transactions.

Which Eversource Energy major shareholders have been selling company stock?

Of the 529 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 ($5.19M), Vanguard Group Inc. ($4.51M), Magellan Asset Management Ltd ($3.10M), Wellington Management Group LLP ($2.05M), Cohen & Steers Inc. ($1.75M), and Caisse DE Depot ET Placement DU Quebec ($1.47M).

How much institutional selling is happening at Eversource Energy?

Institutional investors have sold a total of 71,381,687 shares in the last 24 months. This volume of shares sold represents approximately $4.65B in transactions.



This page (NYSE:ES) was last updated on 5/1/2025 by MarketBeat.com Staff
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