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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
VV
576
Verity & Verity
South Carolina
$417K -$44.2K -674 -10%
LGW
577
Leslie Global Wealth
Illinois
$416K -$48.8K -745 -11%
PWM
578
Perigon Wealth Management
California
$416K +$97.6K +1,488 +34%
KFG
579
Kelly Financial Group
Connecticut
$413K +$2.62K +40 +0.7%
FFG
580
Fiduciary Financial Group
California
$412K +$42.9K +655 +13%
HI
581
Horizon Investments
North Carolina
$404K -$5.97K -91 -2%
HIC
582
Holderness Investments Company
North Carolina
$402K +$93.2K +1,422 +34%
MPPLM
583
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$401K -$9.18K -140 -2%
EAM
584
Erste Asset Management
Austria
$395K -$1.48M -22,642 -80%
AO
585
Advisor OS
Illinois
$392K +$721 +11 +0.2%
BFA
586
Beaumont Financial Advisors
Massachusetts
$389K -$328 -5 -0.1%
TWM
587
Thrive Wealth Management
Pennsylvania
$388K +$393 +6 +0.1%
AFT
588
Alpha Family Trust
California
$387K – – –
ASBI
589
American State Bank (Iowa)
Iowa
$387K – – –
EWA
590
EverSource Wealth Advisors
Alabama
$387K +$136K +2,069 +61%
HSA
591
HBK Sorce Advisory
Pennsylvania
$385K +$2.56K +39 +0.7%
ACM
592
Advisors Capital Management
New Jersey
$382K +$6.1K +93 +2%
Fisher Asset Management
593
Fisher Asset Management
Washington
$367K -$273K -4,169 -45%
DWP
594
Daymark Wealth Partners
Ohio
$365K -$129K -1,970 -28%
CM
595
Capula Management
Cayman Islands
$363K +$335K +5,107 New
DWM
596
Destination Wealth Management
California
$361K +$23K +351 +7%
CBA
597
Coastal Bridge Advisors
Connecticut
$360K +$29.2K +446 +10%
PCM
598
Polymer Capital Management
New York
$360K +$332K +5,058 New
BCA
599
Bay Colony Advisors
Massachusetts
$360K +$10.6K +162 +3%
MG
600
Mather Group
Illinois
$357K +$28.8K +439 +10%
22 23
24
25 26

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.