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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
WANY
501
Wealthspire Advisors (New York)
New York
$342K -$27.2K -436 -7%
WG
502
Welch Group
Alabama
$340K
Jones Financial Companies
503
Jones Financial Companies
Missouri
$340K +$115K +1,840 +45%
MPPLM
504
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$339K +$62 +1 +0%
HSA
505
HBK Sorce Advisory
Pennsylvania
$337K -$4.05K -65 -1%
QWM
506
Quadcap Wealth Management
Texas
$335K +$1.68K +27 +0.5%
Fisher Asset Management
507
Fisher Asset Management
Washington
$334K -$405K -6,496 -53%
P
508
Pitcairn
Pennsylvania
$331K +$142K +2,279 +65%
CWM
509
Congress Wealth Management
Massachusetts
$326K +$170K +2,727 +92%
BFC
510
Blue Fin Capital
Rhode Island
$326K
KFG
511
Kelly Financial Group
Connecticut
$326K +$354K +5,679 New
ALAM
512
Asahi Life Asset Management
Japan
$325K -$18.7K -300 -5%
BP
513
Ballentine Partners
Massachusetts
$325K +$89.9K +1,443 +34%
PA
514
Prossimo Advisors
California
$321K -$30.2K -484 -8%
B
515
Bensler
Washington
$320K
SHFA
516
SC&H Financial Advisors
Maryland
$317K -$62.5K -1,003 -15%
GI
517
GAMMA Investing
California
$316K -$1.37K -22 -0.4%
AO
518
Advisor OS
Illinois
$314K +$25.4K +407 +8%
AFT
519
Alpha Family Trust
California
$312K
ASBI
520
American State Bank (Iowa)
Iowa
$312K
BIA
521
Barry Investment Advisors
Massachusetts
$311K +$62 +1 +0%
MSA
522
MUFG Securities Americas
New York
$311K +$337K +5,410 New
LS
523
Livforsakringsbolaget Skandia
Sweden
$303K
CL
524
Choreo LLC
Illinois
$299K -$43.9K -704 -12%
HNB
525
Huntington National Bank
Ohio
$298K -$41.1K -660 -11%

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.