Eversource Energy (ES) Bundle
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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