Exploring Eversource Energy (ES) Investor Profile: Who’s Buying and Why?

Exploring Eversource Energy (ES) Investor Profile: Who’s Buying and Why?

US | Utilities | Regulated Electric | NYSE

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Who Invests in Eversource Energy (ES) and Why?

Investor Profile Analysis for Energy Utility Stock

As of Q4 2023, the investor breakdown for this energy utility stock reveals significant institutional ownership.

Investor Type Percentage Ownership
Institutional Investors 79.4%
Retail Investors 20.6%

Key Institutional Investors

  • Vanguard Group: 10.2% ownership
  • BlackRock Inc.: 8.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Primary investor attractions include:

  • Steady dividend yield of 4.3%
  • Regulated utility market stability
  • Consistent annual revenue growth of 3.2%

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62.5%
Value Investing 22.3%
Short-term Trading 15.2%

Financial Performance Metrics

  • Market Capitalization: $19.4 billion
  • Price-to-Earnings Ratio: 16.7
  • Dividend Payout Ratio: 65%



Institutional Ownership and Major Shareholders of Eversource Energy (ES)

Investor Profile Analysis for Energy Utility Stock

As of Q4 2023, the investor breakdown for this energy utility stock reveals significant institutional ownership.

Investor Type Percentage Ownership
Institutional Investors 79.4%
Retail Investors 20.6%

Key Institutional Investors

  • Vanguard Group: 10.2% ownership
  • BlackRock Inc.: 8.7% ownership
  • State Street Corporation: 6.5% ownership

Investment Motivations

Primary investor attractions include:

  • Steady dividend yield of 4.3%
  • Regulated utility market stability
  • Consistent annual revenue growth of 3.2%

Investment Strategies

Strategy Type Percentage of Investors
Long-term Hold 62.5%
Value Investing 22.3%
Short-term Trading 15.2%

Financial Performance Metrics

  • Market Capitalization: $19.4 billion
  • Price-to-Earnings Ratio: 16.7
  • Dividend Payout Ratio: 65%



Key Investors and Their Influence on Eversource Energy (ES)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the utility company stands at 69.4% of total outstanding shares.

Top Institutional Investors Shares Owned Percentage
Vanguard Group Inc 52,685,773 9.8%
BlackRock Inc 45,234,612 8.4%
State Street Corporation 38,912,456 7.2%
Wellington Management Group 22,765,389 4.2%

Recent Institutional Ownership Changes

  • Institutional investors increased holdings by 3.2% in past 12 months
  • Net institutional purchases totaled $412 million in Q4 2023
  • Largest net buyer: Vanguard Group with $87.5 million in new investments

Ownership Concentration Metrics

Top 10 institutional investors control 42.6% of total outstanding shares.

Ownership Category Percentage
Mutual Funds 28.3%
Pension Funds 15.7%
Investment Advisors 12.4%
Other Institutional Investors 13.0%



Market Impact and Investor Sentiment of Eversource Energy (ES)

Key Investors and Their Impact

As of 2024, the investor landscape for the energy company reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 51,456,806 9.87%
BlackRock Inc 45,231,542 8.67%
State Street Corporation 29,876,543 5.72%

Recent investor activities demonstrate significant institutional interest:

  • Institutional investors currently hold 72.3% of total outstanding shares
  • Dimensional Fund Advisors LP increased its position by 3.4% in recent quarters
  • Wellington Management Group LLP maintains a substantial stake of 4.52%

Key investment characteristics include:

  • Average institutional investor holding period: 3-5 years
  • Quarterly trading volume: 12.6 million shares
  • Insider ownership percentage: 0.43%
Investor Type Total Investment Investment Trend
Mutual Funds $1.2 billion Stable
Hedge Funds $456 million Moderate Growth
Pension Funds $789 million Conservative

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