HoldingsChannel.com
There is a long list of 134 institutional holders of EES within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EES by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EES table below, the initial column indicates the name of each top institutional holder of EES, with a link to that fund's top holdings. The next columns indicate the amount of EES stock held by each of the institutional holders of EES, followed by the EES position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Morgan Stanley | 898,030 | $44,740 | 12/31/2023 |
| EES | 898,030 | $44,740 | 12/31/2023 |
| UBS Group AG | 893,488 | $44,514 | 12/31/2023 |
| EES | 893,488 | $44,514 | 12/31/2023 |
| Bank of America Corp DE | 771,401 | $38,431 | 12/31/2023 |
| EES | 771,401 | $38,431 | 12/31/2023 |
| Ameriprise Financial Inc. | 506,950 | $25,322 | 12/31/2023 |
| EES | 506,950 | $25,322 | 12/31/2023 |
| LPL Financial LLC | 479,044 | $23,866 | 12/31/2023 |
| EES | 479,044 | $23,866 | 12/31/2023 |
| Savant Capital LLC | 348,200 | $17,347 | 12/31/2023 |
| EES | 348,200 | $17,347 | 12/31/2023 |
| Shore Point Advisors LLC | 283,235 | $14,111 | 12/31/2023 |
| EES | 283,235 | $14,111 | 12/31/2023 |
| Linscomb & Williams Inc. | 227,998 | $11,359 | 12/31/2023 |
| EES | 227,998 | $11,359 | 12/31/2023 |
| Eqis Capital Management Inc. | 197,853 | $9,857 | 12/31/2023 |
| EES | 197,853 | $9,857 | 12/31/2023 |
| Cetera Advisor Networks LLC | 196,511 | $9,790 | 12/31/2023 |
| EES | 196,511 | $9,790 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 182,047 | $9,124 | 03/31/2024 |
| EES | 182,047 | $9,124 | 03/31/2024 |
| Cetera Advisors LLC | 171,009 | $8,520 | 12/31/2023 |
| EES | 171,009 | $8,520 | 12/31/2023 |
| Commonwealth Equity Services LLC | 141,826 | $7,066 | 12/31/2023 |
| EES | 141,826 | $7,066 | 12/31/2023 |
| Kathleen S. Wright Associates Inc. | 140,116 | $7,023 | 03/31/2024 |
| EES | 140,116 | $7,023 | 03/31/2024 |
| Global Retirement Partners LLC | 134,191 | $6,726 | 03/31/2024 |
| EES | 134,191 | $6,726 | 03/31/2024 |
| Envestnet Asset Management Inc. | 134,203 | $6,686 | 12/31/2023 |
| EES | 134,203 | $6,686 | 12/31/2023 |
| AE Wealth Management LLC | 100,562 | $4,864 | 12/31/2023 |
| EES | 100,562 | $4,864 | 12/31/2023 |
| 9258 Wealth Management LLC | 86,347 | $4,302 | 12/31/2023 |
| EES | 86,347 | $4,302 | 12/31/2023 |
| Wells Fargo & Company MN | 84,234 | $4,197 | 12/31/2023 |
| EES | 84,234 | $4,197 | 12/31/2023 |
| Private Advisor Group LLC | 80,978 | $4,034 | 12/31/2023 |
| EES | 80,978 | $4,034 | 12/31/2023 |
| Royal Bank of Canada | 72,708 | $3,622 | 12/31/2023 |
| EES | 72,708 | $3,622 | 12/31/2023 |
| First Western Trust Bank | 69,790 | $3,477 | 12/31/2023 |
| EES | 69,790 | $3,477 | 12/31/2023 |
| Culbertson A N & Co. Inc. | 63,283 | $3,153 | 12/31/2023 |
| EES | 63,283 | $3,153 | 12/31/2023 |
| JPMorgan Chase & Co. | 60,228 | $3,001 | 12/31/2023 |
| EES | 60,228 | $3,001 | 12/31/2023 |
| Smithbridge Asset Management Inc. DE | 57,357 | $2,858 | 12/31/2023 |
| EES | 57,357 | $2,858 | 12/31/2023 |
| Stifel Financial Corp | 48,322 | $2,407 | 12/31/2023 |
| EES | 48,322 | $2,407 | 12/31/2023 |
| Raymond James & Associates | 43,456 | $2,178 | 03/31/2024 |
| EES | 43,456 | $2,178 | 03/31/2024 |
| Invenio Wealth Partners LLC | 42,691 | $2,127 | 12/31/2023 |
| EES | 42,691 | $2,127 | 12/31/2023 |
| Advisor Group Holdings Inc. | 41,775 | $2,081 | 12/31/2023 |
| EES | 41,775 | $2,081 | 12/31/2023 |
| Avantax Advisory Services Inc. | 41,421 | $2,064 | 12/31/2023 |
| EES | 41,421 | $2,064 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 39,014 | $1,944 | 12/31/2023 |
| EES | 39,014 | $1,944 | 12/31/2023 |
| Atria Investments LLC | 38,791 | $1,933 | 12/31/2023 |
| EES | 38,791 | $1,933 | 12/31/2023 |
| Herbst Group LLC | 34,294 | $1,719 | 03/31/2024 |
| EES | 34,294 | $1,719 | 03/31/2024 |
| Forefront Analytics LLC | 33,252 | $1,657 | 12/31/2023 |
| EES | 33,252 | $1,657 | 12/31/2023 |
| New Perspectives Inc | 32,371 | $1,622 | 03/31/2024 |
| EES | 32,371 | $1,622 | 03/31/2024 |
| Insight Advisors LLC PA | 31,806 | $1,585 | 12/31/2023 |
| EES | 31,806 | $1,585 | 12/31/2023 |
| Susquehanna International Group LLP | 30,474 | $1,518 | 12/31/2023 |
| EES | 30,474 | $1,518 | 12/31/2023 |
| HighTower Advisors LLC | 27,694 | $1,381 | 12/31/2023 |
| EES | 27,694 | $1,381 | 12/31/2023 |
| Creative Planning | 24,939 | $1,242 | 12/31/2023 |
| EES | 24,939 | $1,242 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 20,222 | $1,007 | 12/31/2023 |
| EES | 20,222 | $1,007 | 12/31/2023 |
| Prospera Financial Services Inc | 20,056 | $999 | 12/31/2023 |
| EES | 20,056 | $999 | 12/31/2023 |
| Howard Wealth Management LLC | 19,655 | $979 | 12/31/2023 |
| EES | 19,655 | $979 | 12/31/2023 |
| Smartleaf Asset Management LLC | 19,390 | $976 | 12/31/2023 |
| EES | 19,390 | $976 | 12/31/2023 |
| True Wealth Design LLC | 19,479 | $970 | 12/31/2023 |
| EES | 19,479 | $970 | 12/31/2023 |
| Kestra Advisory Services LLC | 19,386 | $966 | 12/31/2023 |
| EES | 19,386 | $966 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 19,208 | $963 | 03/31/2024 |
| EES | 19,208 | $963 | 03/31/2024 |
| Moller Financial Services | 18,491 | $927 | 03/31/2024 |
| EES | 18,491 | $927 | 03/31/2024 |
| Wellington Shields Capital Management LLC | 18,160 | $905 | 12/31/2023 |
| EES | 18,160 | $905 | 12/31/2023 |
| DAVENPORT & Co LLC | 17,575 | $876 | 12/31/2023 |
| EES | 17,575 | $876 | 12/31/2023 |
| Oxler Private Wealth LLC | 16,782 | $841 | 03/31/2024 |
| EES | 16,782 | $841 | 03/31/2024 |
See All: Funds Holding EES
See Details: Top 10 Hedge Funds Holding EES
Also See: EES Holdings Changes
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