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Eversource Energy
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Overview Fund Activity

915 hedge funds and large institutions have $19.7B invested in Eversource Energy in 2025 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 374 increasing their positions, 267 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
915
Holders Change
+45
Holders Change %
+5.17%
% of All Funds
12.27%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
130
Increased
374
Reduced
267
Closed
71
Calls
$58.4M
Puts
$15.1M
Net Calls
+$43.3M
Net Calls Change
+$26.9M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$345M
2
ZP
Zimmer Partners
New York
$278M
3
Lazard Asset Management
Lazard Asset Management
New York
$171M
4
Millennium Management
Millennium Management
New York
$188M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$157M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$277M
2
Amundi
Amundi
France
$122M
3
Invesco
Invesco
Georgia
$341M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$12.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OF
601
Optimize Financial
California
$268K -$1.91K -30 -0.7%
AC
602
Apella Capital
Connecticut
$267K +$4.7K +73 +2%
GL
603
Graypoint LLC
New York
$266K +$7.51K +118 +3%
LS
604
Livforsakringsbolaget Skandia
Sweden
$265K – – –
CCA
605
Checchi Capital Advisers
California
$265K -$7.89K -124 -3%
FAM
606
Formidable Asset Management
Ohio
$264K – – –
WIA
607
World Investment Advisors
California
$264K -$13.6K -213 -5%
PMSA
608
Patrick M. Sweeney & Associates
Illinois
$262K +$13.7K +212 +6%
BWCS
609
Beirne Wealth Consulting Services
Connecticut
$261K -$6.05K -95 -2%
HC
610
Hamilton Capital
Ohio
$259K -$2.23K -35 -0.9%
DWT
611
Dorsey & Whitney Trust
South Dakota
$258K +$33.1K +520 +15%
FGA
612
Fortis Group Advisors
New Jersey
$257K – – –
ABLA
613
Alan B. Lancz & Associates
Ohio
$257K – – –
LWL
614
Leo Wealth LLC
Texas
$255K +$255K +4,015 New
SWM
615
Spire Wealth Management
Virginia
$255K -$283K -4,453 -53%
KWM
616
Kingsview Wealth Management
Oregon
$255K +$3.82K +60 +2%
VFM
617
Viking Fund Management
North Dakota
$254K – – –
AWA
618
Aaron Wealth Advisors
Illinois
$253K +$3.05K +48 +1%
MWM
619
Melfa Wealth Management
Massachusetts
$251K – – –
CTC
620
Central Trust Company
Missouri
$249K – – –
TF
621
Tompkins Financial
New York
$247K +$242K +3,800 +5,067%
CAM
622
Cozad Asset Management
Illinois
$246K – – –
SIC
623
Sterling Investment Counsel
New York
$246K -$15.3K -240 -6%
FTWA
624
Fifth Third Wealth Advisors
Ohio
$244K -$32.9K -517 -12%
PP
625
PDS Planning
Ohio
$244K +$11K +173 +5%
23 24
25
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