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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
AC
526
AlphaCore Capital
California
$541K +$94.4K +1,440 +23%
VBCG
527
Valley Brook Capital Group
Pennsylvania
$536K – – –
HBT
528
Hills Bank & Trust
Iowa
$533K – – –
GWP
529
Gen-Wealth Partners
Michigan
$529K -$37.6K -574 -7%
Brown Advisory
530
Brown Advisory
Maryland
$527K -$34.6K -528 -7%
PWM
531
Prosperity Wealth Management
California
$524K +$6.23K +95 +1%
NL
532
NWAM LLC
Washington
$522K +$161K +2,463 +52%
CCFCSB
533
Cape Cod Five Cents Savings Bank
Massachusetts
$522K – – –
BAM
534
Belpointe Asset Management
Nevada
$521K +$27.5K +420 +6%
HNB
535
Huntington National Bank
Ohio
$520K +$15.1K +230 +3%
OC
536
Oppenheimer & Co
New York
$519K +$478K +7,296 New
FMWA
537
Forvis Mazars Wealth Advisors
Missouri
$515K -$6.62K -101 -1%
MSE
538
MUFG Securities EMEA
United Kingdom
$505K +$395K +6,022 +557%
WA
539
WESPAC Advisors
California
$502K +$462K +7,052 New
SSA
540
Schonfeld Strategic Advisors
New York
$497K +$458K +6,986 New
Bessemer Group
541
Bessemer Group
New Jersey
$494K +$62.9K +960 +16%
TE
542
Tema ETFs
New York
$493K +$454K +6,928 New
ACA
543
Aptus Capital Advisors
Alabama
$490K +$27.2K +415 +6%
ONSWM
544
Old North State Wealth Management
North Carolina
$489K -$13.2K -201 -3%
GCP
545
GSA Capital Partners
United Kingdom
$489K +$242K +3,698 +117%
BP
546
Ballentine Partners
Massachusetts
$488K +$82.8K +1,263 +23%
BPC
547
Bryce Point Capital
New York
$488K +$450K +6,860 New
BAM
548
Blueshift Asset Management
New Jersey
$487K -$787 -12 -0.2%
S
549
Sachetta
Massachusetts
$481K -$1.57K -24 -0.4%
ACA
550
Anchor Capital Advisors
Massachusetts
$474K -$192K -2,926 -31%
20 21
22
23 24

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.