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Eversource Energy

885 hedge funds and large institutions have $19B invested in Eversource Energy in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 353 increasing their positions, 276 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $26M | Put options by funds: $9.57M

28% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 276

25% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 91

9% more capital invested

Capital invested by funds: $17.5B → $19B (+$1.5B)

1% more funds holding

Funds holding: 874885 (+11)

0.15% more ownership

Funds ownership: 83.07%83.22% (+0.15%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
885
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
11.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
114
Increased
353
Reduced
276
Closed
91
Calls
$26M
Puts
$9.57M
Net Calls
+$16.4M
Net Calls Change
+$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
226
CIBC Asset Management
Ontario, Canada
$3.41M -$28.6K -479 -0.9%
PFSRSONJ
227
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.32M +$78.1K +1,309 +3%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$3.32M +$3.19M +53,482 New
CG
229
Castellan Group
Kentucky
$3.25M -$579K -9,706 -16%
RB
230
Rodgers Brothers
Pennsylvania
$3.16M +$3.04M +50,948 New
AM
231
AGF Management
Ontario, Canada
$3.15M +$99.9K +1,675 +3%
Neuberger Berman Group
232
Neuberger Berman Group
New York
$3.12M -$30.8K -517 -1%
KC
233
Kinloch Capital
Virginia
$3.04M +$2.92M +48,873 New
PA
234
Pinnacle Associates
New York
$3.03M -$33.7K -565 -1%
Pathstone Holdings
235
Pathstone Holdings
New Jersey
$2.95M -$22.7K -381 -0.8%
Wealth Enhancement Advisory Services
236
Wealth Enhancement Advisory Services
Minnesota
$2.95M -$311K -5,213 -10%
NAM
237
Nissay Asset Management
Japan
$2.95M +$111K +1,866 +4%
Janus Henderson Group
238
Janus Henderson Group
United Kingdom
$2.86M -$819K -13,732 -23%
N
239
Natixis
France
$2.83M -$8.74M -146,544 -76%
OBAM
240
ODDO BHF Asset Management
France
$2.81M +$2.7M +45,270 New
BC
241
Burney Company
Virginia
$2.81M +$104K +1,735 +4%
GAM
242
Generali Asset Management
Italy
$2.8M +$195K +3,264 +8%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$2.78M +$469K +7,855 +21%
EP
244
Edgestream Partners
New Jersey
$2.78M -$4.1M -68,655 -61%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$2.76M -$626K -10,490 -19%
Schroder Investment Management Group
246
Schroder Investment Management Group
United Kingdom
$2.76M +$1.07K +18 +0%
CWM
247
CIBC World Markets
New York
$2.75M -$785K -13,154 -23%
OSAM
248
O'Shaughnessy Asset Management
Connecticut
$2.73M +$533K +8,937 +26%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$2.72M -$510K -8,540 -16%
SI
250
Stephens Inc
Arkansas
$2.72M +$2.61M +43,739 New

ES Hedge Fund Activity: Q1 2025 in Review

885 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2025, worth a combined $19B — up 8.6% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ES positions and 91 closed out — a net gain of 23 holders — while 353 added to existing stakes and 276 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Charles Schwab, cutting an estimated $241M.

  • 885 institutional investors held Eversource Energy (ES) as of Q1 2025, up from 874 in Q4 2024.
  • Funds reported $19B of Eversource Energy stock for Q1 2025, up 8.6% quarter-over-quarter.
  • 114 funds opened new Eversource Energy positions in Q1 2025 and 91 closed out, a net change of +23 holders.
  • The largest Eversource Energy buyer in Q1 2025 was Fidelity Investments, an estimated $207M added.
  • The largest Eversource Energy seller in Q1 2025 was Charles Schwab, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2025.