Eversource Energy (ES) Institutional Ownership

$64.50

+0.90 (+1.42%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 79.99%
Number of Institutional Buyers (last 12 months): 456
Total Institutional Inflows (last 12 months): $2.30B

Number of Institutional Sellers (last 12 months): 344
Total Institutional Outflows (last 12 months): $2.73B

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ES Institutional Buying and Selling by Quarter

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Eversource Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bensler LLC	5,568	$316K	0.0%	N/A	0.002%
7/26/2024	Patriot Financial Group Insurance Agency LLC	9,131	$518K	0.1%	-2.5%	0.003%
7/26/2024	Cambridge Investment Research Advisors Inc.	53,374	$3.03M	0.0%	-5.4%	0.015%
7/26/2024	Atomi Financial Group Inc.	6,793	$385K	0.0%	+5.4%	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	110,227	$6.25M	0.0%	+1.1%	0.031%
7/26/2024	State of Michigan Retirement System	104,433	$5.92M	0.0%	+2.3%	0.030%
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7/26/2024	Bank of New York Mellon Corp	3,135,652	$177.82M	0.0%	+12.7%	0.890%
7/25/2024	Easterly Investment Partners LLC	180,648	$10.25M	0.9%	+2.3%	0.051%
7/25/2024	Northcape Wealth Management LLC	29,951	$1.70M	0.6%	+0.8%	0.009%
7/25/2024	Spirit of America Management Corp NY	9,650	$547K	0.1%	+16.3%	0.003%
7/25/2024	Sterling Investment Counsel LLC	3,910	$222K	0.1%	-10.5%	0.001%
7/25/2024	Baillie Gifford & Co.	503,968	$28.58M	0.0%	-23.6%	0.143%
7/25/2024	Destination Wealth Management	4,679	$265K	0.0%	-3.7%	0.001%
7/25/2024	Mn Services Vermogensbeheer B.V.	137,289	$7.79M	0.1%	-2.8%	0.039%
7/24/2024	Retirement Systems of Alabama	77,704	$4.41M	0.0%	+0.8%	0.022%
7/24/2024	Slagle Financial LLC	66,867	$3.79M	1.9%	N/A	0.019%
7/24/2024	JB Capital LLC	19,959	$1.13M	0.1%	-7.3%	0.006%
7/24/2024	New York State Teachers Retirement System	316,523	$17.95M	0.0%	-2.6%	0.090%
7/24/2024	My Legacy Advisors LLC	10,867	$616K	0.2%	N/A	0.003%
7/24/2024	Louisiana State Employees Retirement System	19,900	$1.13M	0.0%	-2.0%	0.006%
7/24/2024	&PARTNERS	37,445	$2.13M	0.1%	N/A	0.011%
7/24/2024	Cultivar Capital Inc.	2,310	$131K	0.1%	N/A	0.001%
7/23/2024	PSI Advisors LLC	1,489	$84K	0.0%	+110.3%	0.000%
7/23/2024	Heritage Financial Services LLC	10,761	$610K	0.1%	-6.5%	0.003%
7/23/2024	Rockland Trust Co.	13,777	$781K	0.0%	+1.5%	0.004%
7/23/2024	Fifth Third Wealth Advisors LLC	3,649	$207K	0.0%	N/A	0.001%
7/23/2024	Prossimo Advisors LLC	5,819	$330K	0.3%	+5.4%	0.002%
7/22/2024	Fifth Third Bancorp	25,859	$1.47M	0.0%	-1.0%	0.007%
7/22/2024	Commerzbank Aktiengesellschaft FI	31,214	$1.77M	0.1%	+86.5%	0.009%
7/22/2024	Chevy Chase Trust Holdings LLC	192,297	$10.91M	0.0%	-0.6%	0.055%
7/20/2024	ZWJ Investment Counsel Inc.	210,117	$11.92M	0.5%	+6.5%	0.060%
7/20/2024	Nisa Investment Advisors LLC	38,636	$2.19M	0.0%	-24.4%	0.011%
7/19/2024	Raymond James & Associates	170,963	$9.70M	0.0%	+2.1%	0.049%
7/19/2024	Boston Trust Walden Corp	999,843	$56.70M	0.4%	-1.4%	0.284%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	808,060	$45.83M	0.0%	-8.1%	0.229%
7/18/2024	Brookstone Capital Management	26,825	$1.65M	0.0%	+9.7%	0.008%
7/18/2024	Blue Trust Inc.	998	$60K	0.0%	+41.0%	0.000%
7/18/2024	Assenagon Asset Management S.A.	14,088	$799K	0.0%	-1.6%	0.004%
7/18/2024	Swedbank AB	513,268	$29.11M	0.0%	-3.9%	0.146%
7/17/2024	W.H. Cornerstone Investments Inc.	7,296	$414K	0.3%	-12.2%	0.002%
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7/17/2024	Mcdonald Partners LLC	12,221	$693K	0.2%	+4.0%	0.003%
7/17/2024	Bar Harbor Wealth Management	4,780	$271K	0.0%	+4.1%	0.001%
7/17/2024	Brown Lisle Cummings Inc.	2,316	$131K	0.0%	+289.9%	0.001%
7/17/2024	Welch Group LLC	5,936	$337K	0.0%	N/A	0.002%
7/17/2024	First PREMIER Bank	22,585	$1.28M	0.3%	-7.1%	0.006%
7/16/2024	ORG Partners LLC	1,473	$83K	0.0%	N/A	0.000%
7/16/2024	V Square Quantitative Management LLC	8,828	$501K	0.1%	-5.8%	0.003%
7/16/2024	Great Valley Advisor Group Inc.	60,834	$3.45M	0.1%	+13.0%	0.017%
7/16/2024	Wealth Enhancement Advisory Services LLC	53,820	$3.05M	0.0%	+1.3%	0.015%
7/16/2024	Border to Coast Pensions Partnership Ltd	259,280	$14.71M	0.3%	-3.4%	0.074%
7/16/2024	M&G Plc	1,626,685	$92.72M	0.5%	+16.8%	0.462%
7/16/2024	Sequoia Financial Advisors LLC	17,378	$986K	0.0%	+4.3%	0.005%
7/16/2024	Alpha Cubed Investments LLC	3,850	$218K	0.0%	-22.1%	0.001%
7/16/2024	LVW Advisors LLC	5,398	$306K	0.0%	-33.0%	0.002%
7/15/2024	Dynamic Advisor Solutions LLC	26,587	$1.51M	0.0%	-1.6%	0.008%
7/15/2024	Granite Bay Wealth Management LLC	31,500	$1.87M	0.0%	N/A	0.009%
7/15/2024	RFG Advisory LLC	3,955	$224K	0.0%	-9.7%	0.001%
7/15/2024	Securian Asset Management Inc.	20,124	$1.14M	0.0%	-2.2%	0.006%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	971	$55K	0.0%	-55.3%	0.000%
7/15/2024	Czech National Bank	67,125	$3.81M	0.0%	+9.2%	0.019%
7/12/2024	Sound Income Strategies LLC	8,705	$494K	0.0%	+96.3%	0.002%
7/12/2024	Hexagon Capital Partners LLC	1,110	$63K	0.0%	+57.7%	0.000%
7/12/2024	SG Americas Securities LLC	50,162	$2.85M	0.0%	-53.4%	0.014%
7/12/2024	Opal Wealth Advisors LLC	1,686	$96K	0.0%	N/A	0.000%
7/12/2024	QRG Capital Management Inc.	8,905	$505K	0.0%	-26.6%	0.003%
7/12/2024	Berkshire Bank	7,008	$397K	0.1%	-2.6%	0.002%
7/11/2024	U.S. Capital Wealth Advisors LLC	142,914	$8.11M	0.3%	+12.1%	0.041%
7/11/2024	Clarius Group LLC	4,765	$270K	0.0%	-4.8%	0.001%
7/10/2024	Csenge Advisory Group	7,627	$433K	0.0%	-9.4%	0.002%
7/10/2024	Simplicity Wealth LLC	5,197	$295K	0.0%	-9.7%	0.001%
7/10/2024	CVA Family Office LLC	1,843	$105K	0.0%	+14.1%	0.001%
7/10/2024	AMF Tjanstepension AB	339,631	$19.31M	0.1%	-33.4%	0.096%
7/9/2024	Somerset Trust Co	33,817	$1.92M	0.8%	+2.0%	0.010%
7/9/2024	Park Avenue Securities LLC	16,309	$925K	0.0%	-8.4%	0.005%
7/9/2024	Kingswood Wealth Advisors LLC	10,671	$605K	0.1%	-4.4%	0.003%
7/9/2024	Baker Ellis Asset Management LLC	9,769	$554K	0.1%	-12.0%	0.003%
7/9/2024	Bard Financial Services Inc.	6,296	$357K	0.0%	-7.4%	0.002%
7/9/2024	Lynx Investment Advisory	448	$25K	0.0%	N/A	0.000%
7/9/2024	Trust Co. of Vermont	3,898	$221K	0.0%	-13.0%	0.001%
7/9/2024	Mather Group LLC.	3,276	$196K	0.0%	+21.8%	0.001%
7/8/2024	Boston Common Asset Management LLC	168,829	$9.57M	0.2%	+18.9%	0.048%
7/8/2024	ST Germain D J Co. Inc.	22,255	$1.26M	0.1%	-6.1%	0.006%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	1,106	$63K	0.0%	N/A	0.000%
7/5/2024	DNB Asset Management AS	81,904	$4.65M	0.0%	+9.5%	0.023%
7/5/2024	Polianta Ltd	18,300	$1.04M	0.5%	N/A	0.005%
7/3/2024	Everence Capital Management Inc.	30,300	$1.84M	0.1%	+30.5%	0.009%
7/2/2024	Massmutual Trust Co. FSB ADV	1,147	$65K	0.0%	-25.2%	0.000%
7/2/2024	GAMMA Investing LLC	5,869	$333K	0.0%	+237.7%	0.002%
7/1/2024	Neville Rodie & Shaw Inc.	34,839	$1.98M	0.1%	-2.6%	0.010%
6/11/2024	EverSource Wealth Advisors LLC	897	$54K	0.0%	-37.6%	0.000%
Former Hedge Fund Manager Issues Crash Prediction (Ad) Our No. 1 stock for the rare "millionaire window" opening NOW According to Wall Street legend Whitney Tilson, an extremely rare window in the markets is about to open. It's an often-misunderstood market setup we've only seen 13 times since 1920. The last time this happened, it minted a million brand-new millionaires – in a single year. But Tilson says this unique window in the markets could close much sooner than anyone realizes, leaving most investors in the dust, while making a select few incredibly rich. Get our No. 1 stock (with 500%-plus upside potential) for this rare market event now.
6/4/2024	DekaBank Deutsche Girozentrale	100,361	$5.85M	0.0%	-21.0%	0.028%
5/29/2024	Pathway Financial Advisers LLC	712	$43K	0.0%	N/A	0.000%
5/28/2024	Teachers Retirement System of The State of Kentucky	28,474	$1.70M	0.0%	-73.2%	0.008%
5/24/2024	Cetera Advisors LLC	29,748	$1.78M	0.0%	+60.7%	0.008%
5/24/2024	Cetera Investment Advisers	91,062	$5.44M	0.0%	+283.2%	0.026%
5/22/2024	Burney Co.	33,328	$1.99M	0.1%	+9.2%	0.009%
5/21/2024	Swedbank AB	534,179	$31.93M	0.0%	N/A	0.152%
5/20/2024	Virtu Financial LLC	21,422	$1.28M	0.1%	N/A	0.006%
5/17/2024	Plato Investment Management Ltd	94,932	$5.67M	0.6%	+1,465.0%	0.027%
5/17/2024	Zimmer Partners LP	2,537,095	$151.64M	3.2%	+730.4%	0.720%

(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, 859 institutional investors and hedge funds held shares of Eversource Energy. The most heavily invested institutionals were BlackRock Inc. ($2.71B), Vanguard Group Inc. ($2.51B), 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 746 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: Zimmer Partners LP ($2.79M), ClearBridge Investments Ltd ($2.61M), Nordea Investment Management AB ($2.49M), Norges Bank ($2.43M), State Street Corp ($1.99M), Mitsubishi UFJ Trust & Banking Corp ($1.82M), and FMR LLC ($1.74M).

How much institutional buying is happening at Eversource Energy?: Institutional investors have bought a total of 67,765,989 shares in the last 24 months. This purchase volume represents approximately $4.77B in transactions.
Which Eversource Energy major shareholders have been selling company stock?: Of the 508 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 ($5.58M), Vanguard Group Inc. ($4.51M), Wellington Management Group LLP ($2.05M), Caisse DE Depot ET Placement DU Quebec ($1.95M), Principal Financial Group Inc. ($1.51M), and Deutsche Bank AG ($1.45M).
How much institutional selling is happening at Eversource Energy?: Institutional investors have sold a total of 66,496,417 shares in the last 24 months. This volume of shares sold represents approximately $4.75B in transactions.