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Eversource Energy
ES

989 hedge funds and large institutions have $22.6B invested in Eversource Energy in 2025 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 286 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 70

36% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 286

14% more capital invested

Capital invested by funds: $19.9B → $22.6B (+$2.78B)

6% more funds holding

Funds holding: 933 → 989 (+56)

1.12% less ownership

Funds ownership: 84.83% → 83.72% (-1.1%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

55% less call options, than puts

Call options by funds: $53.8M | Put options by funds: $119M

Holders
989
Holders Change
+56
Holders Change %
+6%
% of All Funds
12.98%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
137
Increased
390
Reduced
286
Closed
70
Calls
$53.8M
Puts
$119M
Net Calls
-$65.7M
Net Calls Change
-$109M

Top Buyers

1
BlackRock
BlackRock
New York
+$110M
2
Deutsche Bank
Deutsche Bank
Germany
+$95.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$95M
4
Citadel Advisors
Citadel Advisors
Florida
+$84.5M
5
LSV Asset Management
LSV Asset Management
Illinois
+$78.9M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$171M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
3
Millennium Management
Millennium Management
New York
-$95.4M
4
American Century Companies
American Century Companies
Missouri
-$76.2M
5
PAM
Panagora Asset Management
Massachusetts
-$72.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Modern Wealth Management
Kansas
$767K +$5.11K +78 +0.7%
SW
452
SlateStone Wealth
Florida
$767K -$1.64K -25 -0.2%
IAA
453
Independent Advisor Alliance
North Carolina
$763K -$16.3K -249 -2%
S
454
SignatureFD
Georgia
$758K -$71.9K -1,096 -9%
VSQM
455
V-Square Quantitative Management
Illinois
$752K +$25.7K +392 +4%
CFD
456
Creative Financial Designs
Indiana
$751K +$666K +10,165 +2,587%
OWP
457
ORG Wealth Partners
Texas
$740K +$188K +2,864 +38%
BC
458
Bridgefront Capital
Texas
$727K +$670K +10,221 New
CA
459
Claro Advisors
Massachusetts
$719K +$26.2K +399 +4%
MSA
460
MUFG Securities Americas
New York
$712K +$122K +1,866 +23%
VT
461
Vise Technologies
New York
$707K -$98.2K -1,498 -13%
AMI
462
Amica Mutual Insurance
Rhode Island
$706K – – –
RFC
463
Regions Financial Corp
Alabama
$702K -$1.18K -18 -0.2%
PFGIA
464
Patriot Financial Group Insurance Agency
Massachusetts
$700K -$16.1K -245 -2%
TPA
465
Trivium Point Advisory
Connecticut
$697K -$4.26K -65 -0.7%
AWM
466
Apollon Wealth Management
South Carolina
$691K -$123K -1,872 -16%
Simplex Trading
467
Simplex Trading
Illinois
$689K +$67.9K +1,035 +12%
KRSITF
468
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$688K -$20.3K -310 -3%
HH
469
Hilltop Holdings
Texas
$687K +$13.4K +205 +2%
Rockefeller Capital Management
470
Rockefeller Capital Management
New York
$686K -$142K -2,173 -18%
SC
471
Savant Capital
Illinois
$681K -$36.2K -552 -5%
CPIG
472
Chicago Partners Investment Group
Illinois
$679K +$322K +4,917 +119%
MWM
473
Maridea Wealth Management
New York
$677K +$609K +9,290 New
XT
474
XTX Topco
Cayman Islands
$673K +$620K +9,461 New
HFS
475
Heritage Financial Services
Massachusetts
$672K +$590 +9 +0.1%
17 18
19
20 21

ES Hedge Fund Activity: Q3 2025 in Review

989 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q3 2025, worth a combined $22.6B — up 14% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ES positions and 70 closed out — a net gain of 67 holders — while 390 added to existing stakes and 286 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $171M sold.

  • 989 institutional investors held Eversource Energy (ES) as of Q3 2025, up from 933 in Q2 2025.
  • Funds reported $22.6B of Eversource Energy stock for Q3 2025, up 14% quarter-over-quarter.
  • 137 funds opened new Eversource Energy positions in Q3 2025 and 70 closed out, a net change of +67 holders.
  • The largest Eversource Energy buyer in Q3 2025 was BlackRock, an estimated $110M added.
  • The largest Eversource Energy seller in Q3 2025 was Lazard Asset Management, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2025.