EES Institutional Ownership
Who owns EES and what the big funds did with it last quarter, from every SEC 13F filing. 172 funds reported holding EES at Jun 30, 2026.
- ▼56 buying vs 66 selling
- ●Shares held by funds -0.1%
- ▲Funds holding +5
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 172 | 167 | +3.0% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 6.6M | 6.6M | −0.1% |
| Held by funds | – | – | – |
| New positions | 16 | 10 | +60.0% |
| Increased | 40 | 49 | −18.4% |
| Reduced | 58 | 51 | +13.7% |
| Sold out | 8 | 11 | −27.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in EES
All superinvestors →
Who owns EES
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds44.5%
- Banks and brokers55.2%
- Pensions, insurers and other0.3%
The top 10 holders own 64.3% of all EES shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
55 funds changed their position- Summit Investment Advisors, Inc.\KSNew+116K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−26K sh
- Oxler Private Wealth LLCSold out−11K sh
- Amplius Wealth Advisors, LLCTrimmed−9,576 sh
- Linscomb Wealth, Inc.Trimmed−7,472 sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | – | 743K | $50.4M | +8,044 |
| 2 | UBS Group AG | – | 706K | $47.8M | −9,986 |
| 3 | LPL Financial LLC | – | 596K | $40.4M | +808 |
| 4 | Bank of America Corp /de/ | – | 493K | $33.4M | −34K |
| 5 | Ameriprise Financial Inc | – | 446K | $30.2M | −6,990 |
| 6 | Cetera Investment Advisers | – | 347K | $23.5M | −15K |
| 7 | Savant Capital, LLC | – | 340K | $21.4M | +167K |
| 8 | Key Financial Inc | – | 294K | $19.9M | +5,936 |
| 9 | Raymond James Financial Inc | – | 148K | $10M | −57K |
| 10 | Wells Fargo & Company/mn | – | 145K | $9.8M | −755 |
- Savant Capital, LLC+167K sh+$10.5M
- Susquehanna International Group, LLP+27K sh+$1.8M
- Osaic Holdings, Inc.+24K sh+$1.6M
- Cambridge Investment Research Advisors, Inc.+22K sh+$1.5M
- Citadel Advisors LLC+22K sh+$1.5M
- Western Wealth Management, LLC+11K sh+$774K
- Morgan Stanley+8,044 sh+$545K
- Key Financial Inc+5,936 sh+$402K
- Raymond James Financial Inc−57K sh−$3.8M
- Amplius Wealth Advisors, LLC−49K sh−$3.3M
- Bank of America Corp /de/−34K sh−$2.3M
- Private Advisor Group, LLC−32K sh−$2.2M
- Merit Financial Group, LLC−31K sh−$2.1M
- Arkadios Wealth Advisors−18K sh−$1.2M
- Atria Investments, Inc−17K sh−$1.2M
- Mariner, LLC−17K sh−$1.1M
EES institutional ownership FAQ
Who owns the most EES stock?
In Q2 2026 13F filings the largest holder of EES was Morgan Stanley, followed by UBS Group AG and LPL Financial LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of EES is owned by institutions?
172 funds reported holding 6.6M EES shares at Jun 30, 2026.
Are hedge funds buying EES?
In Q2 2026, 56 funds bought EES (16 of them new positions) and 66 sold (8 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for EES is neutral.
What is EES's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this EES ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.