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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
GWI
576
Grace & White Inc
New York
$274K
SCA
577
Snowden Capital Advisors
New York
$274K +$13.8K +232 +6%
BFM
578
Boothbay Fund Management
New York
$274K +$263K +4,408 New
CHP
579
Cable Hill Partners
Oregon
$271K -$97K -1,626 -26%
FTWA
580
Fifth Third Wealth Advisors
Ohio
$271K +$260K +4,358 New
WIA
581
World Investment Advisors
California
$271K +$60 +1 +0%
SP
582
Stablepoint Partners
Massachusetts
$269K
ICP
583
Impact Capital Partners
Colorado
$268K -$1.07K -18 -0.4%
CCA
584
Checchi Capital Advisers
California
$266K +$32.4K +543 +15%
IWM
585
IHT Wealth Management
Illinois
$264K -$6.5K -109 -2%
FAM
586
Formidable Asset Management
Ohio
$264K
CSIC
587
Clifford Swan Investment Counsel
California
$264K
OF
588
Optimize Financial
California
$264K +$253K +4,245 New
HAG
589
HighPoint Advisor Group
Illinois
$262K +$2.69K +45 +1%
BWCS
590
Beirne Wealth Consulting Services
Connecticut
$261K -$2.69K -45 -1%
RPCONE
591
Retirement Planning Company of New England
Rhode Island
$260K +$13.3K +223 +6%
LS
592
Livforsakringsbolaget Skandia
Sweden
$259K -$65.6K -1,100 -21%
HC
593
Hamilton Capital
Ohio
$255K +$21.4K +358 +10%
SIC
594
Sterling Investment Counsel
New York
$255K +$11.3K +190 +5%
FFG
595
Fiduciary Financial Group
California
$252K +$270K +4,525 New
GL
596
Graypoint LLC
New York
$252K +$6.8K +114 +3%
SPA
597
Sherbrooke Park Advisers
New York
$251K -$306K -5,134 -56%
ABLA
598
Alan B. Lancz & Associates
Ohio
$250K +$241K +4,033 New
CFP
599
Cascade Financial Partners
California
$250K -$29.8K -500 -11%
VFM
600
Viking Fund Management
North Dakota
$248K

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.