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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
AFG
526
Atomi Financial Group
New York
$370K -$22.6K -379 -6%
KIA
527
KCM Investment Advisors
California
$369K -$2.98K -50 -0.8%
BP
528
Ballentine Partners
Massachusetts
$369K +$16.5K +277 +5%
WG
529
Welch Group
Alabama
$363K
QWM
530
Quadcap Wealth Management
Texas
$362K +$477 +8 +0.1%
SWP
531
Stratos Wealth Partners
Ohio
$362K -$92.3K -1,547 -21%
CL
532
Choreo LLC
Illinois
$362K +$36.8K +616 +12%
MPPLM
533
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$360K -$6.98K -117 -2%
WS
534
Wedbush Securities
California
$359K -$44.3K -742 -11%
KFG
535
Kelly Financial Group
Connecticut
$356K +$2.69K +45 +0.8%
AO
536
Advisor OS
Illinois
$354K +$13.8K +232 +4%
BFC
537
Blue Fin Capital
Rhode Island
$353K
WANY
538
Wealthspire Advisors (New York)
New York
$352K -$16.5K -276 -5%
PA
539
Prossimo Advisors
California
$348K +$895 +15 +0.3%
B
540
Bensler
Washington
$345K -$477 -8 -0.1%
ME
541
McIlrath & Eck
Washington
$343K +$326K +5,461 +9,416%
AFT
542
Alpha Family Trust
California
$338K
ASBI
543
American State Bank (Iowa)
Iowa
$338K
HSA
544
HBK Sorce Advisory
Pennsylvania
$338K -$25.7K -431 -7%
ACM
545
Advisors Capital Management
New Jersey
$337K -$334K -5,597 -51%
BIA
546
Barry Investment Advisors
Massachusetts
$336K
Lido Advisors
547
Lido Advisors
California
$334K +$321K +5,373 New
HI
548
Horizon Investments
North Carolina
$327K +$22.3K +373 +8%
TWM
549
Thrive Wealth Management
Pennsylvania
$326K +$314K +5,256 New
BCI
550
Brinker Capital Investments
Pennsylvania
$325K +$56.7K +951 +22%

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.