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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
GS
476
GWN Securities
Florida
$504K +$489K +8,198 New
MAS
477
Meeder Advisory Services
Ohio
$503K +$49.2K +824 +11%
TIAA Trust, National Association
478
TIAA Trust, National Association
North Carolina
$503K +$56.6K +948 +13%
BEAM
479
Baker Ellis Asset Management
Washington
$503K -$18.6K -312 -4%
GWP
480
Gen-Wealth Partners
Michigan
$496K +$473K +7,920 +11,000%
CCG
481
Chatham Capital Group
Georgia
$496K -$3.94K -66 -0.8%
HCM
482
Howard Capital Management
Georgia
$486K +$467K +7,830 New
GC
483
Grimes & Company
Massachusetts
$485K +$3.22K +54 +0.7%
FT
484
Fiduciary Trust
Massachusetts
$484K -$57K -956 -11%
EHC
485
Everett Harris & Co
California
$478K -$23.4K -393 -5%
MA
486
MONECO Advisors
Connecticut
$475K -$239 -4 -0.1%
HCM
487
Huber Capital Management
California
$474K
Brown Advisory
488
Brown Advisory
Maryland
$471K -$36K -604 -7%
VBCG
489
Valley Brook Capital Group
Pennsylvania
$468K
KFS
490
Keynote Financial Services
Connecticut
$467K +$449K +7,526 New
HBT
491
Hills Bank & Trust
Iowa
$465K
RT
492
Rockland Trust
Massachusetts
$464K -$370K -6,202 -45%
AHL
493
Abel Hall LLC
Louisiana
$459K +$184K +3,081 +71%
GFA
494
Gallagher Fiduciary Advisors
Illinois
$459K +$22.6K +378 +5%
CW
495
Code Waechter
Florida
$455K -$494K -8,275 -53%
FMWA
496
Forvis Mazars Wealth Advisors
Missouri
$452K +$66.2K +1,109 +18%
PWM
497
Prosperity Wealth Management
California
$450K +$23.7K +397 +6%
WF
498
Welch & Forbes
Massachusetts
$445K -$38.5K -645 -8%
DWP
499
Daymark Wealth Partners
Ohio
$435K -$35.5K -595 -8%
BAM
500
Belpointe Asset Management
Nevada
$434K +$16.9K +284 +4%

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.