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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
CWA
501
Centennial Wealth Advisory
Michigan
$610K +$35K +534 +7%
SWM
502
Spire Wealth Management
Virginia
$608K +$297K +4,534 +113%
VIP
503
Vista Investment Partners
Oklahoma
$605K +$557K +8,501 New
KeyBank National Association
504
KeyBank National Association
Ohio
$600K +$6.56K +100 +1%
PCIA
505
Prime Capital Investment Advisors
Kansas
$599K +$1.84K +28 +0.3%
AHL
506
Abel Hall LLC
Louisiana
$599K -$459 -7 -0.1%
FT
507
Fiduciary Trust
Massachusetts
$595K +$37.8K +577 +7%
BEAM
508
Baker Ellis Asset Management
Washington
$587K -$13.1K -200 -2%
IC
509
Inscription Capital
Texas
$585K +$539K +8,219 New
KFS
510
Keynote Financial Services
Connecticut
$584K -$16.4K -250 -3%
SC
511
Syon Capital
California
$583K +$313K +4,770 +139%
GT
512
Greenleaf Trust
Michigan
$581K -$68K -1,037 -11%
DW30
513
Drucker Wealth 3.0
New Jersey
$572K -$329K -5,017 -38%
BPA
514
Beacon Pointe Advisors
California
$569K -$36.3K -554 -6%
CCG
515
Chatham Capital Group
Georgia
$568K – – –
KF
516
Krilogy Financial
Missouri
$566K +$509K +7,759 New
GFA
517
Gallagher Fiduciary Advisors
Illinois
$565K +$12K +183 +2%
AIM
518
Aigen Investment Management
New York
$558K +$514K +7,838 New
CWM
519
Connecticut Wealth Management
Connecticut
$556K – – –
CIM
520
Contravisory Investment Management
Massachusetts
$554K -$2.49K -38 -0.5%
Capstone Investment Advisors
521
Capstone Investment Advisors
New York
$552K +$509K +7,759 New
GRP
522
Global Retirement Partners
California
$552K +$16.5K +252 +3%
MA
523
MONECO Advisors
Connecticut
$550K +$3.28K +50 +0.7%
GT
524
Glenview Trust
Kentucky
$543K -$62.2K -949 -11%
BG
525
Bahl & Gaynor
Ohio
$543K -$75.7K -1,154 -13%
19 20
21
22 23

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.