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Eversource Energy (ES) Institutional Ownership

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$67.59 +1.08 (+1.63%)
As of 02:17 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)
725
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
426
Total
Institutional Outflows
(last 12 months)
$2.74B
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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
5/8/2026 PNC Financial Services Group Inc.269,312$18.66M0.0%-2.0%0.072%
5/8/2026 Oslo Pensjonsforsikring AS5,734$397K0.1%N/A0.002%
5/8/2026 Andra AP fonden62,576$4.34M0.1%+3.5%0.017%
5/8/2026 Glenview Trust Co7,441$516K0.0%-8.4%0.002%
5/8/2026 Convergence Investment Partners LLC25,780$1.79M0.3%N/A0.007%
5/7/2026 Earned Wealth Advisors LLC3,221$223K0.0%N/A0.001%
5/7/2026 Meeder Asset Management Inc.36,014$2.50M0.1%+830.6%0.010%
5/7/2026 Meeder Advisory Services Inc.5,656$392K0.0%-3.2%0.002%
5/7/2026 Dimensional Fund Advisors LP2,093,417$145.02M0.0%+5.4%0.557%
5/7/2026 Parallel Advisors LLC4,424$307K0.0%+14.3%0.001%
5/7/2026 Ironwood Investment Counsel LLC21,529$1.49M0.2%+6.5%0.006%
5/7/2026 Boston Common Asset Management LLC11,403$790K0.1%-3.6%0.003%
5/7/2026 KBC Group NV448,175$31.05M0.1%+2.5%0.119%
5/7/2026 SEB Asset Management AB9,105$631K0.0%N/A0.002%
5/7/2026 Swiss National Bank1,101,133$76.29M0.0%+8.3%0.293%
5/7/2026 AIA Group Ltd51,384$3.56M0.1%-19.0%0.014%
5/6/2026 German American Bancorp Inc.3,081$213K0.0%N/A0.001%
5/6/2026 California Public Employees Retirement System990,160$68.60M0.0%-1.6%0.263%
5/6/2026 Watershed Asset Management L.L.C.5,847$405K0.4%N/A0.002%
5/6/2026 John G Ullman & Associates Inc.193,788$13.43M1.8%-0.5%0.052%
5/6/2026 Kera Capital Partners Inc.7,647$530K0.1%+19.7%0.002%
5/6/2026 Modera Wealth Management LLC5,985$415K0.0%-9.7%0.002%
5/6/2026 Assetmark Inc.104,097$7.21M0.0%+9.4%0.028%
5/6/2026 Bessemer Group Inc.5,514$382K0.0%-8.1%0.001%
5/6/2026 Allspring Global Investments Holdings LLC94,715$6.60M0.0%+0.7%0.025%
5/6/2026 Prosperity Consulting Group LLC13,810$957K0.0%+20.4%0.004%
5/5/2026 Wealthfront Advisers LLC179,188$12.41M0.0%+0.7%0.048%
5/5/2026 D.A. Davidson & CO.24,054$1.67M0.0%-13.8%0.006%
5/5/2026 Bank of New York Mellon Corp3,004,763$208.17M0.0%+6.0%0.799%
5/5/2026 Illinois Municipal Retirement Fund69,048$4.78M0.1%-50.5%0.018%
5/5/2026 SouthState Bank Corp451$31K0.0%-50.8%0.000%
5/5/2026 Sanctuary Advisors LLC118,262$8.19M0.0%+10.4%0.031%
5/5/2026 Sigma Planning Corp6,149$426K0.0%+50.9%0.002%
5/5/2026 Checchi Capital Advisers LLC4,487$311K0.0%+23.1%0.001%
5/5/2026 Maryland State Retirement & Pension System356,635$24.71M0.5%-4.2%0.095%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,864$822K0.0%+28.4%0.003%
5/4/2026 Bleakley Financial Group LLC10,949$759K0.0%N/A0.003%
5/4/2026 Center for Financial Planning Inc.1,488$103K0.0%-9.7%0.000%
5/4/2026 State of Michigan Retirement System106,833$7.40M0.0%-0.2%0.028%
5/4/2026 Principal Financial Group Inc.421,939$29.23M0.0%-2.6%0.112%
5/4/2026 Chicago Partners Investment Group LLC18,551$1.24M0.0%+84.0%0.005%
5/4/2026 Arbejdsmarkedets Tillaegspension149,853$10.38M0.3%N/A0.040%
5/4/2026 AMF Tjanstepension AB251,833$17.45M0.1%+2.8%0.067%
5/4/2026 Y.D. More Investments Ltd1,365$95K0.0%-12.2%0.000%
5/4/2026 J. Safra Sarasin Holding AG5,246$363K0.0%+4.9%0.001%
5/4/2026 Procyon Advisors LLC4,064$282K0.0%+22.2%0.001%
5/2/2026 Global Assets Advisory LLC736$51K0.0%N/A0.000%
5/2/2026 Anchor Investment Management LLC2,546$176K0.0%+96.5%0.001%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS666,235$46.16M0.2%-4.6%0.177%
5/1/2026 Citizens Financial Group Inc. RI7,166$496K0.0%+55.4%0.002%
5/1/2026 Fifth Third Bancorp128,080$8.87M0.0%+434.6%0.034%
5/1/2026 Sachetta LLC7,040$488K0.3%+4.8%0.002%
5/1/2026 Candriam S.C.A.88,047$6.10M0.0%+2.8%0.023%
5/1/2026 Sequoia Financial Advisors LLC28,952$2.01M0.0%+13.8%0.008%
4/30/2026 Hsbc Holdings PLC3,656,740$252.86M0.1%+6.3%0.973%
4/30/2026 Elevated Capital Advisors LLC10,292$713K0.2%N/A0.003%
4/30/2026 Kestra Advisory Services LLC40,149$2.78M0.0%+68.0%0.011%
4/30/2026 Sumitomo Mitsui Trust Group Inc.902,061$62.50M0.0%-3.4%0.240%
4/30/2026 Resona Asset Management Co. Ltd.148,758$10.26M0.1%+3.1%0.040%
4/29/2026 Penobscot Investment Management Company Inc.13,175$913K0.1%-6.7%0.004%
4/29/2026 Jackson Thornton Wealth Management LLC3,911$274K0.0%+18.9%0.001%
4/29/2026 United Asset Strategies Inc.13,309$922K0.1%+2.7%0.004%
4/29/2026 Burney Co.65,781$4.56M0.1%-27.0%0.018%
4/29/2026 Swedbank AB702,198$48.65M0.1%+5.9%0.187%
4/29/2026 Beacon Bank & Trust3,008$208K0.0%-16.7%0.001%
4/28/2026 Abel Hall LLC9,546$661K0.1%-19.0%0.003%
4/28/2026 Whittier Trust Co.2,288$159K0.0%-16.8%0.001%
4/28/2026 Ascentis Independent Advisors9,165$635K0.0%+74.7%0.002%
4/28/2026 Stephens Inc. AR70,866$4.91M0.1%+12.8%0.019%
4/28/2026 Bryant Woods Investment Advisors LLC8,360$579K0.2%N/A0.002%
4/28/2026 Revisor Wealth Management LLC11,960$829K0.2%-7.4%0.003%
4/28/2026 QRG Capital Management Inc.11,640$806K0.0%+6.4%0.003%
4/27/2026 HB Wealth Management LLC23,775$1.65M0.0%+25.4%0.006%
4/27/2026 Plimoth Trust Co. LLC3,454$239K0.1%N/A0.001%
4/27/2026 New York State Teachers Retirement System325,837$22.57M0.0%+1.0%0.087%
4/27/2026 Optas LLC3,715$257K0.0%N/A0.001%
4/27/2026 Y Intercept Hong Kong Ltd76,129$5.27M0.1%+357.3%0.020%
4/27/2026 Leonteq Securities AG27,447$1.90M0.1%+44,895.1%0.007%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund121,950$8.45M0.0%N/A0.032%
4/27/2026 Platform Technology Partners2,927$203K0.0%N/A0.001%
4/27/2026 Sound Income Strategies LLC253,389$17.65M0.9%-2.8%0.067%
4/25/2026 Boston Trust Walden Corp646,277$44.77M0.4%-3.5%0.172%
4/25/2026 Keybank National Association OH10,727$743K0.0%+32.6%0.003%
4/25/2026 BetterWealth LLC9,499$658K0.1%-38.7%0.003%
4/24/2026 Root Financial Partners LLC1,157$80K0.0%+115.1%0.000%
4/24/2026 Twin City Private Wealth LLC13,637$945K0.7%+3.2%0.004%
4/24/2026 Essex Financial Services Inc.19,405$1.34M0.1%+2.8%0.005%
4/24/2026 Argent Advisors Inc.25,858$1.79M0.5%+1.6%0.007%
4/24/2026 USS Investment Management Ltd60,510$4.19M0.0%+9.1%0.016%
4/24/2026 IFM Investors Pty Ltd109,855$7.61M0.1%-11.6%0.029%
4/24/2026 iA Global Asset Management Inc.27,472$1.90M0.0%-6.5%0.007%
4/24/2026 MQS Management LLC3,505$243K0.2%N/A0.001%
4/23/2026 Premier Path Wealth Partners LLC5,697$395K0.1%+63.0%0.002%
4/23/2026 SJS Investment Consulting Inc.1,209$84K0.0%+27.3%0.000%
4/23/2026 Drucker Wealth 3.0 LLC7,217$500K0.1%-3.1%0.002%
4/23/2026 Intrua Financial LLC12,389$858K0.1%-3.6%0.003%
4/23/2026 Lansforsakringar Fondforvaltning AB publ 147,226$10.20M0.1%+27.4%0.039%
4/23/2026 Castellan Group65,923$4.57M0.6%+9.8%0.018%
4/23/2026 Continuum Advisory LLC5,541$384K0.0%-4.6%0.001%
4/23/2026 Apollon Wealth Management LLC16,116$1.12M0.0%+37.9%0.004%


ES Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,047 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were Vanguard Group Inc. ($3.20B), State Street Corp ($1.89B), Geode Capital Management LLC ($646.23M), Victory Capital Management Inc. ($642.75M), Magellan Asset Management Ltd ($470.60M), FMR LLC ($422.26M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($412.94M).Learn more on Eversource Energy's institutional investors.

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

Of the 938 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 ($17.92M), Norges Bank ($12.42M), Northwestern Mutual Wealth Management Co. ($4.64M), Nuveen LLC ($4.61M), Victory Capital Management Inc. ($4.48M), Vanguard Group Inc. ($4.29M), and Zimmer Partners LP ($2.82M).

Institutional investors have bought a total of 66,175,016 shares in the last 24 months. This purchase volume represents approximately $4.40B in transactions.

Of the 426 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: Amundi ($4.60M), Public Sector Pension Investment Board ($3.33M), Millennium Management LLC ($3.11M), American Century Companies Inc. ($1.95M), Wellington Management Group LLP ($1.82M), UBS Group AG ($1.67M), and Goldman Sachs Group Inc. ($1.44M).

Institutional investors have sold a total of 41,009,452 shares in the last 24 months. This volume of shares sold represents approximately $2.74B in transactions.



This page (NYSE:ES) was last updated on 5/11/2026 by MarketBeat.com Staff.
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