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On this page, we present all of the funds holding EES from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding EES, with a link to that fund's top holdings. The next columns
indicate the amount of EES stock held by each of the funds holding EES, followed by the EES position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 133 funds holding EES within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding EES), click the fund name in the "Holder" column of the funds-holding-EES table below.
| 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 | | Flagship Harbor Advisors LLC | 15,274 | $766 | 03/31/2024 | | EES | 15,274 | $766 | 03/31/2024 | | NewSquare Capital LLC | 15,295 | $762 | 12/31/2023 | | EES | 15,295 | $762 | 12/31/2023 | | Goldman Sachs Group Inc. | 15,029 | $749 | 12/31/2023 | | EES | 15,029 | $749 | 12/31/2023 | | Two Sigma Investments LP | 14,500 | $722 | 12/31/2023 | | EES | 14,500 | $722 | 12/31/2023 | | Means Investment CO. Inc. | 14,254 | $714 | 03/31/2024 | | EES | 14,254 | $714 | 03/31/2024 | | Precedent Wealth Partners LLC | 14,247 | $714 | 03/31/2024 | | EES | 14,247 | $714 | 03/31/2024 | | Nemes Rush Group LLC | 13,965 | $696 | 12/31/2023 | | EES | 13,965 | $696 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 13,860 | $691 | 12/31/2023 | | EES | 13,860 | $691 | 12/31/2023 | | Citadel Advisors LLC | 13,495 | $672 | 12/31/2023 | | EES | 13,495 | $672 | 12/31/2023 | | Mariner LLC | 12,516 | $624 | 12/31/2023 | | EES | 12,516 | $624 | 12/31/2023 | | Sweet Financial Partners LLC | 12,000 | $601 | 03/31/2024 | | EES | 12,000 | $601 | 03/31/2024 | | Rockefeller Capital Management L.P. | 12,054 | $601 | 12/31/2023 | | EES | 12,054 | $601 | 12/31/2023 | | CIBC Private Wealth Group LLC | 10,740 | $535 | 12/31/2023 | | EES | 10,740 | $535 | 12/31/2023 | | Essential Planning LLC. | 10,726 | $534 | 12/31/2023 | | EES | 10,726 | $534 | 12/31/2023 | | S.A. Mason LLC | 10,425 | $523 | 03/31/2024 | | EES | 10,425 | $523 | 03/31/2024 | | Wiley BROS. Aintree Capital LLC | 10,300 | $516 | 03/31/2024 | | EES | 10,300 | $516 | 03/31/2024 | | Blair William & Co. IL | 10,156 | $506 | 12/31/2023 | | EES | 10,156 | $506 | 12/31/2023 | | Tyler Stone Wealth Management | 9,867 | $492 | 12/31/2023 | | EES | 9,867 | $492 | 12/31/2023 | | KMG Fiduciary Partners LLC | 8,974 | $450 | 03/31/2024 | | EES | 8,974 | $450 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 8,467 | $424 | 03/31/2024 | | EES | 8,467 | $424 | 03/31/2024 | | Claro Advisors LLC | 8,259 | $414 | 03/31/2024 | | EES | 8,259 | $414 | 03/31/2024 | | RFG Advisory LLC | 8,011 | $402 | 03/31/2024 | | EES | 8,011 | $402 | 03/31/2024 | | Patriot Financial Group Insurance Agency LLC | 7,930 | $395 | 12/31/2023 | | EES | 7,930 | $395 | 12/31/2023 | | Cresset Asset Management LLC | 7,728 | $385 | 12/31/2023 | | EES | 7,728 | $385 | 12/31/2023 | | Leicht Financial Planning & Wealth Management Inc. | 7,709 | $384 | 12/31/2023 | | EES | 7,709 | $384 | 12/31/2023 | | Atria Wealth Solutions Inc. | 7,715 | $384 | 12/31/2023 | | EES | 7,715 | $384 | 12/31/2023 | | Betterment LLC | 7,478 | $373 | 12/31/2023 | | EES | 7,478 | $373 | 12/31/2023 | | PSI Advisors LLC | 7,311 | $366 | 03/31/2024 | | EES | 7,311 | $366 | 03/31/2024 | | Team Financial Group LLC | 7,252 | $361 | 12/31/2023 | | EES | 7,252 | $361 | 12/31/2023 | | NBC Securities Inc. | 7,141 | $357 | 03/31/2024 | | EES | 7,141 | $357 | 03/31/2024 | | Berger Financial Group Inc | 6,966 | $349 | 03/31/2024 | | EES | 6,966 | $349 | 03/31/2024 | | Modera Wealth Management LLC | 6,821 | $340 | 12/31/2023 | | EES | 6,821 | $340 | 12/31/2023 | | US Bancorp DE | 6,762 | $337 | 12/31/2023 | | EES | 6,762 | $337 | 12/31/2023 | | Pine Valley Investments Ltd Liability Co | 6,639 | $331 | 12/31/2023 | | EES | 6,639 | $331 | 12/31/2023 | | MML Investors Services LLC | 6,553 | $326 | 12/31/2023 | | EES | 6,553 | $326 | 12/31/2023 | | Chicago Partners Investment Group LLC | 6,820 | $326 | 12/31/2023 | | EES | 6,820 | $326 | 12/31/2023 | | Kingsview Wealth Management LLC | 6,230 | $310 | 12/31/2023 | | EES | 6,230 | $310 | 12/31/2023 | | Comerica Bank | 6,184 | $308 | 12/31/2023 | | EES | 6,184 | $308 | 12/31/2023 | | Captrust Financial Advisors | 5,934 | $296 | 12/31/2023 | | EES | 5,934 | $296 | 12/31/2023 | | Clearwater Capital Advisors LLC | 5,943 | $296 | 12/31/2023 | | EES | 5,943 | $296 | 12/31/2023 | | Essex Financial Services Inc. | 5,640 | $283 | 03/31/2024 | | EES | 5,640 | $283 | 03/31/2024 | | Wilson & Boucher Capital Management LLC | 5,400 | $269 | 12/31/2023 | | EES | 5,400 | $269 | 12/31/2023 | | Citigroup Inc. | 5,343 | $266 | 12/31/2023 | | EES | 5,343 | $266 | 12/31/2023 | | Capital Management Corp VA | 5,250 | $262 | 12/31/2023 | | EES | 5,250 | $262 | 12/31/2023 | | Janney Montgomery Scott LLC | 5,259 | $262 | 12/31/2023 | | EES | 5,259 | $262 | 12/31/2023 | | Collaborative Wealth Managment Inc. | 4,451 | $222 | 12/31/2023 | | EES | 4,451 | $222 | 12/31/2023 | | LVM Capital Management Ltd. MI | 4,363 | $219 | 03/31/2024 | | EES | 4,363 | $219 | 03/31/2024 | | Institute for Wealth Management LLC. | 4,290 | $214 | 12/31/2023 | | EES | 4,290 | $214 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 4,224 | $210 | 12/31/2023 | | EES | 4,224 | $210 | 12/31/2023 | | Essex Savings Bank | 4,200 | $209 | 03/31/2024 | | EES | 4,200 | $209 | 03/31/2024 | | Envestnet Portfolio Solutions Inc. | 4,042 | $201 | 12/31/2023 | | EES | 4,042 | $201 | 12/31/2023 | | The PNC Financial Services Group Inc. | 3,665 | $183 | 12/31/2023 | | EES | 3,665 | $183 | 12/31/2023 | | Laurel Wealth Advisors LLC | 3,295 | $164 | 12/31/2023 | | EES | 3,295 | $164 | 12/31/2023 | | Asset Dedication LLC | 3,162 | $158 | 03/31/2024 | | EES | 3,162 | $158 | 03/31/2024 | | FMR LLC | 2,827 | $141 | 12/31/2023 | | EES | 2,827 | $141 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 2,237 | $111 | 12/31/2023 | | EES | 2,237 | $111 | 12/31/2023 | | Indiana Trust & Investment Management CO | 2,143 | $107 | 03/31/2024 | | EES | 2,143 | $107 | 03/31/2024 | | Register Financial Advisors LLC | 1,868 | $94 | 03/31/2024 | | EES | 1,868 | $94 | 03/31/2024 | | JFS Wealth Advisors LLC | 1,813 | $90 | 12/31/2023 | | EES | 1,813 | $90 | 12/31/2023 | | Financial Connections Group Inc. | 1,350 | $67 | 12/31/2023 | | EES | 1,350 | $67 | 12/31/2023 | | Harbour Investments Inc. | 1,270 | $63 | 12/31/2023 | | EES | 1,270 | $63 | 12/31/2023 | | Cullen Frost Bankers Inc. | 837 | $42 | 12/31/2023 | | EES | 837 | $42 | 12/31/2023 | | Horizons Wealth Management | 832 | $41 | 03/31/2024 | | EES | 832 | $41 | 03/31/2024 | | IFP Advisors Inc | 647 | $32 | 12/31/2023 | | EES | 647 | $32 | 12/31/2023 | | EPG Wealth Management LLC | 653 | $31 | 12/31/2023 | | EES | 653 | $31 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 500 | $25 | 12/31/2023 | | EES | 500 | $25 | 12/31/2023 | | Newbridge Financial Services Group Inc. | 375 | $19 | 03/31/2024 | | EES | 375 | $19 | 03/31/2024 | | Principal Securities Inc. | 379 | $19 | 12/31/2023 | | EES | 379 | $19 | 12/31/2023 | | Qube Research & Technologies Ltd | 296 | $15 | 12/31/2023 | | EES | 296 | $15 | 12/31/2023 | | Addison Advisors LLC | 225 | $11 | 12/31/2023 | | EES | 225 | $11 | 12/31/2023 | | Colonial Trust Advisors | 200 | $10 | 12/31/2023 | | EES | 200 | $10 | 12/31/2023 | | Pinnacle Bank | 135 | $7 | 03/31/2024 | | EES | 135 | $7 | 03/31/2024 | | Allworth Financial LP | 132 | $7 | 12/31/2023 | | EES | 132 | $7 | 12/31/2023 | | Key Financial Inc | 145 | $7 | 12/31/2023 | | EES | 145 | $7 | 12/31/2023 | | Frazier Financial Advisors LLC | 126 | $6 | 12/31/2023 | | EES | 126 | $6 | 12/31/2023 | | Coston McIsaac & Partners | 100 | $5 | 03/31/2024 | | EES | 100 | $5 | 03/31/2024 | | Ancora Advisors LLC | 95 | $5 | 12/31/2023 | | EES | 95 | $5 | 12/31/2023 | | Gradient Investments LLC | 75 | $4 | 03/31/2024 | | EES | 75 | $4 | 03/31/2024 | | Opal Wealth Advisors LLC | 53 | $3 | 03/31/2024 | | EES | 53 | $3 | 03/31/2024 | | Tucker Asset Management LLC | 59 | $3 | 12/31/2023 | | EES | 59 | $3 | 12/31/2023 | | Dunhill Financial LLC | 61 | $3 | 12/31/2023 | | EES | 61 | $3 | 12/31/2023 | | Covestor Ltd | 41 | $2 | 12/31/2023 | | EES | 41 | $2 | 12/31/2023 | | Archer Investment Corp | 20 | $1 | 12/31/2023 | | EES | 20 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | EES | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of EES
See Details: Top 10 Hedge Funds Holding EES
Also See: EES Holdings Changes
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