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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Meeder Advisory Services
Ohio
$418K +$60.8K +976 +15%
TIAA Trust, National Association
477
TIAA Trust, National Association
North Carolina
$411K -$113K -1,817 -20%
GFA
478
Gallagher Fiduciary Advisors
Illinois
$402K +$33.3K +534 +8%
CAG
479
Crestwood Advisors Group
Massachusetts
$400K +$227K +3,634 +109%
IF
480
Intrua Financial
Texas
$397K +$134K +2,150 +45%
OTL
481
Oak Thistle LLC
New York
$395K +$428K +6,871 New
PWM
482
Prosperity Wealth Management
California
$393K +$2.93K +47 +0.7%
S
483
Sachetta
Massachusetts
$389K +$686 +11 +0.2%
ACA
484
Aptus Capital Advisors
Alabama
$387K +$25.2K +404 +6%
LGW
485
Leslie Global Wealth
Illinois
$376K -$62.3K -1,000 -13%
CC
486
Centiva Capital
New York
$376K +$408K +6,552 New
ECM
487
Everence Capital Management
Indiana
$375K -$467K -7,500 -53%
WS
488
Wedbush Securities
California
$375K +$69.5K +1,115 +21%
AFG
489
Atomi Financial Group
New York
$364K -$4.99K -80 -1%
CWM
490
Connecticut Wealth Management
Connecticut
$357K +$36.6K +588 +10%
TAM
491
Tocqueville Asset Management
New York
$357K -$159K -2,551 -29%
CAG
492
Csenge Advisory Group
Florida
$356K -$65.2K -1,046 -14%
CHP
493
Cable Hill Partners
Oregon
$355K +$123K +1,969 +47%
FMWA
494
Forvis Mazars Wealth Advisors
Missouri
$354K
MWM
495
Modera Wealth Management
New Jersey
$354K +$6.92K +111 +2%
SL
496
Savior LLC
Massachusetts
$353K
MFG
497
Merit Financial Group
Georgia
$352K +$100K +1,611 +36%
HH
498
Hilltop Holdings
Texas
$346K +$375K +6,024 New
SI
499
Seeds Investor
New York
$344K -$82.7K -1,327 -18%
KIA
500
KCM Investment Advisors
California
$344K -$1.25K -20 -0.3%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.