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Eversource Energy (ES) Institutional Ownership

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$73.21 +0.37 (+0.51%)
As of 11:28 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)
658
Total
Institutional Inflows
(last 12 months)
$4.33B
Number of
Institutional Sellers
(last 12 months)
384
Total
Institutional Outflows
(last 12 months)
$2.55B
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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
10/8/2025Czech National Bank94,255$6.71M0.0%+5.0%0.025%
10/7/2025ST Germain D J Co. Inc.35,768$2.55M0.1%-2.8%0.010%
10/3/2025 Aaron Wealth Advisors LLC13,593$967K0.1%+241.8%0.004%
10/2/2025 GAMMA Investing LLC11,885$845K0.0%+18.0%0.003%
10/1/2025 Neville Rodie & Shaw Inc.33,500$2.38M0.2%-1.7%0.009%
10/1/2025 Praxis Investment Management Inc.6,247$444K0.0%+37.0%0.002%
9/26/2025Corient Private Wealth LLC67,160$4.27M0.0%-3.5%0.018%
9/24/2025Texas Permanent School Fund Corp25,795$1.64M0.0%-35.3%0.007%
9/22/2025Caldwell Trust Co574$37K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.170,983$10.83M0.0%+60.3%0.046%
8/27/2025Orion Porfolio Solutions LLC9,983$635K0.0%+91.0%0.003%
8/26/2025Thrivent Financial for Lutherans66,779$4.25M0.0%+1.2%0.018%
8/26/2025MASTERINVEST Kapitalanlage GmbH12,796$814K0.1%N/A0.003%
8/20/2025Kentucky Retirement Systems23,508$1.50M0.0%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund9,978$635K0.0%-6.5%0.003%
8/19/2025Cape Investment Advisory Inc.1,780$113K0.0%N/A0.000%
8/19/2025Advisory Services Network LLC12,444$823K0.0%+5.7%0.003%
8/19/2025Anchor Investment Management LLC546$35K0.0%+122.0%0.000%
8/19/2025Asset Dedication LLC2,196$140K0.0%+201.2%0.001%
8/19/2025Pitcairn Co.3,509$223K0.0%-32.7%0.001%
8/18/2025Hudson Bay Capital Management LP3,160$201K0.0%-18.1%0.001%
8/18/2025CYBER HORNET ETFs LLC913$58K0.0%N/A0.000%
8/16/2025Public Sector Pension Investment Board3,401,000$216.37M0.9%-0.7%0.916%
8/16/2025Evergreen Capital Management LLC9,178$584K0.0%-9.7%0.002%
8/15/2025CANADA LIFE ASSURANCE Co722,886$46.06M0.1%+8.5%0.195%
8/15/2025Tower Research Capital LLC TRC 4,427$282K0.0%-79.6%0.001%
8/15/2025MUFG Securities EMEA plc1,081$69K0.0%N/A0.000%
8/15/2025Resources Management Corp CT ADV26,482$1.69M0.2%-30.2%0.007%
8/15/2025Corient Private Wealth LLC67,852$4.32M0.0%-2.5%0.018%
8/15/2025Captrust Financial Advisors47,249$3.01M0.0%+5.4%0.013%
8/15/2025Prevail Innovative Wealth Advisors LLC11,085$705K0.2%N/A0.003%
8/15/2025Vident Advisory LLC9,574$609K0.0%-40.5%0.003%
8/15/2025Voleon Capital Management LP11,126$708K0.0%-7.5%0.003%
8/15/2025Voya Financial Advisors Inc.8,651$548K0.1%N/A0.002%
8/15/2025Tidal Investments LLC37,435$2.38M0.0%-12.8%0.010%
8/15/2025Smartleaf Asset Management LLC1,311$83K0.0%-34.7%0.000%
8/15/2025Snowden Capital Advisors LLC7,012$446K0.0%+58.9%0.002%
8/15/2025Royal London Asset Management Ltd.427,925$27.23M0.1%-6.1%0.115%
8/15/2025Rafferty Asset Management LLC39,484$2.51M0.0%+19.6%0.011%
8/15/2025Oxford Asset Management LLP5,065$322K0.1%N/A0.001%
8/15/2025Orion Porfolio Solutions LLC9,983$635K0.0%+91.0%0.003%
8/15/2025MML Investors Services LLC43,580$2.77M0.0%+129.0%0.012%
8/15/2025Man Group plc1,017,454$64.73M0.1%+131.6%0.274%
8/15/2025Meiji Yasuda Asset Management Co Ltd.236,483$15.05M0.7%+1.8%0.064%
8/15/2025Modern Wealth Management LLC10,710$681K0.0%+3.5%0.003%
8/15/2025Lazard Asset Management LLC2,692,707$171.31M0.2%+43,905.7%0.726%
8/15/2025Holocene Advisors LP189,798$12.08M0.0%+1.6%0.051%
8/15/2025Hudson Bay Capital Management LP3,160$201K0.0%-18.1%0.001%
8/15/2025IHT Wealth Management LLC5,052$321K0.0%+18.7%0.001%
8/15/2025Great Valley Advisor Group Inc.23,465$1.49M0.0%-17.7%0.006%
8/15/2025Gallagher Fiduciary Advisors LLC7,760$494K0.0%+5.1%0.002%
8/15/2025EP Wealth Advisors LLC23,767$1.51M0.0%+11.6%0.006%
8/15/2025Engineers Gate Manager LP15,046$957K0.0%-22.1%0.004%
8/15/2025BI Asset Management Fondsmaeglerselskab A S14,812$942K0.0%-6.6%0.004%
8/15/2025BNP Paribas Financial Markets590,047$37.54M0.0%-34.4%0.159%
8/15/2025Boothbay Fund Management LLC5,194$330K0.0%+17.8%0.001%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp57,767$3.68M0.0%-17.6%0.016%
8/15/2025Brevan Howard Capital Management LP76,975$4.90M0.0%+91.7%0.021%
8/15/2025Bank of America Corp DE1,771,145$112.68M0.0%-12.7%0.477%
8/15/2025Adage Capital Partners GP L.L.C.899,034$57.20M0.1%+168.6%0.242%
8/15/2025Ameriprise Financial Inc.147,106$9.35M0.0%+19.5%0.040%
8/15/2025AQR Capital Management LLC351,230$22.35M0.0%+22.9%0.095%
8/14/2025Connecticut Wealth Management LLC7,816$497K0.0%+27.4%0.002%
8/14/2025California State Teachers Retirement System1,059,172$67.39M0.1%-4.4%0.285%
8/14/2025Raymond James Financial Inc.352,874$22.45M0.0%+3.9%0.095%
8/14/2025Worldquant Millennium Advisors LLC34,356$2.19M0.0%N/A0.009%
8/14/2025Quantinno Capital Management LP235,182$14.96M0.1%+103.2%0.063%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main167,362$10.65M0.0%+40.4%0.045%
8/14/2025Lavaca Capital LLC600$38K0.0%+500.0%0.000%
8/14/2025Alliancebernstein L.P.516,242$32.84M0.0%+8.3%0.139%
8/14/2025Ieq Capital LLC49,887$3.17M0.0%+30.8%0.013%
8/14/2025Treasurer of the State of North Carolina171,619$10.92M0.0%+2.2%0.046%
8/14/2025The Manufacturers Life Insurance Company 728,835$46.37M0.0%-0.9%0.196%
8/14/2025Sei Investments Co.79,495$5.06M0.0%-76.0%0.021%
8/14/2025NewEdge Advisors LLC30,168$1.92M0.0%+33.8%0.008%
8/14/2025Intact Investment Management Inc.1,200$76K0.0%N/A0.000%
8/14/2025Investment Management Corp of Ontario8,963$570K0.0%-13.5%0.002%
8/14/2025iSAM Funds UK Ltd32,301$2.06M0.5%N/A0.009%
8/14/2025AXA S.A.288,640$18.36M0.1%-26.0%0.078%
8/14/2025Lombard Odier Asset Management Switzerland SA19,544$1.24M0.1%N/A0.005%
8/14/2025State Street Corp27,343,038$1.74B0.1%+1.7%7.368%
8/14/2025Daiwa Securities Group Inc.61,331$3.90M0.0%+1.8%0.017%
8/14/2025CoreFirst Bank & Trust907$58K0.0%N/A0.000%
8/14/2025Ossiam11,602$738K0.0%-46.0%0.003%
8/14/2025Bank of Nova Scotia52,494$3.34M0.0%+18.2%0.014%
8/14/2025Bollard Group LLC21,476$1.37M0.0%+5.9%0.006%
8/14/2025California Public Employees Retirement System1,431,892$91.10M0.1%-12.8%0.386%
8/14/2025Cary Street Partners Financial LLC3,303$210K0.0%N/A0.001%
8/14/2025Cerity Partners LLC66,121$4.21M0.0%-2.9%0.018%
8/13/2025Gabelli Funds LLC796,250$50.66M0.4%-2.1%0.215%
8/13/2025Gamco Investors INC. ET AL139,343$8.87M0.1%-0.5%0.038%
8/13/2025Cary Street Partners Investment Advisory LLC578$37K0.0%N/A0.000%
8/13/2025SageView Advisory Group LLC4,737$309K0.0%+23.3%0.001%
8/13/2025Brown Advisory Inc.7,933$505K0.0%+4.6%0.002%
8/13/2025Amundi1,886,942$121.61M0.0%-70.9%0.508%
8/13/2025Marshall Wace LLP523,480$33.30M0.0%+1,243.5%0.141%
8/13/2025Baird Financial Group Inc.62,592$3.98M0.0%+43.0%0.017%
8/13/2025First Trust Advisors LP2,074,159$131.96M0.1%+50.7%0.559%
8/13/2025Guggenheim Capital LLC121,453$7.73M0.1%+11.6%0.033%
8/13/2025EverSource Wealth Advisors LLC3,365$214K0.0%-11.8%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, 958 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.90B), State Street Corp ($1.74B), Wellington Management Group LLP ($1.07B), Geode Capital Management LLC ($587.45M), Magellan Asset Management Ltd ($442.29M), FMR LLC ($422.26M), and Charles Schwab Investment Management Inc. ($373.61M).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 832 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 ($10.04M), Nuveen LLC ($4.61M), Lazard Asset Management LLC ($2.70M), ClearBridge Investments Ltd ($2.61M), Vanguard Group Inc. ($2.43M), and Zimmer Partners LP ($2.23M).

How much institutional buying is happening at Eversource Energy?

Institutional investors have bought a total of 69,444,523 shares in the last 24 months. This purchase volume represents approximately $4.33B in transactions.

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

Of the 379 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), Amundi ($4.60M), Charles Schwab Investment Management Inc. ($4.09M), Mitsubishi UFJ Trust & Banking Corp ($2.02M), Cohen & Steers Inc. ($1.75M), Caisse DE Depot ET Placement DU Quebec ($1.37M), and Legal & General Group Plc ($1.20M).

How much institutional selling is happening at Eversource Energy?

Institutional investors have sold a total of 40,975,602 shares in the last 24 months. This volume of shares sold represents approximately $2.55B in transactions.


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This page (NYSE:ES) was last updated on 10/8/2025 by MarketBeat.com Staff
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