S&P 500: 681.75 +0.1% NASDAQ 100: 601.92 +0.2% Dow Jones: 495.28 +0.1%

能源方案

ES 公共事業
$73.36 +$3.04 (4.32%)
Market Cap: $27.52 B
Gurus Holding
6
Popularity Rank
#1520
% of Shares Held
0.74%
Net Activity (Q4 2025)
-$15.51 M

Guru Ownership Trend

Guru Analysis for 能源方案 (ES)

能源方案 (ES), a key player in the 公共事業 sector, continues to attract institutional attention.

As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $202.85 M.

Top institutional holders include 克里夫·阿斯內斯 and 史蒂夫·科恩.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $15.51 M net outflow during the quarter.

Recent activity highlights 克里夫·阿斯內斯 who increased their stake by 412.7%. Conversely, 馬里奧·加貝利 reduced exposure by 0.9%.

Recent Activity Breakdown (Q4 2025)

+$1.05 M
Total Buy Value
New Buys 1
Additions 1
-$16.56 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for 能源方案 (ES)

Major holders include 克里夫·阿斯內斯 ($127.13 M), 史蒂夫·科恩 ($47.54 M), 喬爾·葛林布雷 ($9.85 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.77 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $15.51 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited ES. The total reported sell value was $16.56 M.

Yes, 1 managers opened new positions in ES, and 1 increased their existing holdings. The total reported buy value was $1.05 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.08% Add 412.7% 1,800,618 $127.13 M Q3 2025
0.08% Add 68.3% 668,210 $47.54 M Q3 2025
0.04% Add 13.1% 138,412 $9.85 M Q3 2025
0.09% Reduce -0.9% 137,080 $9.23 M Q4 2025
0.01% New Buy 14,890 $1 M Q4 2025
0.00% Add 13.7% 5,860 $394,581 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form