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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
AIP
626
Ameritas Investment Partners
Nebraska
$222K -$615K -10,306 -74%
DWT
627
Dorsey & Whitney Trust
South Dakota
$220K -$2.45K -41 -1%
CWM
628
Cadence Wealth Management
Massachusetts
$219K
FA
629
FC Advisory
Pennsylvania
$219K +$210K +3,520 New
CPWA
630
Cerro Pacific Wealth Advisors
California
$218K -$28.4K -476 -11%
AWM
631
Axxcess Wealth Management
California
$217K
RCA
632
Resonant Capital Advisors
Wisconsin
$215K +$207K +3,467 New
RA
633
RFG Advisory
Alabama
$215K +$206K +3,456 New
SFP
634
Sterling Financial Planning
New Jersey
$214K +$206K +3,452 New
PHIC
635
Pine Haven Investment Counsel
Massachusetts
$214K +$206K +3,451 New
MMA
636
Miracle Mile Advisors
California
$208K +$200K +3,352 New
Financial Engines Advisors
637
Financial Engines Advisors
California
$207K +$199K +3,332 New
CAM
638
Cidel Asset Management
Ontario, Canada
$207K +$198K +3,327 New
MCWS
639
McKinley Carter Wealth Services
West Virginia
$206K +$198K +3,314 New
MG
640
Mather Group
Illinois
$204K +$27.4K +459 +16%
CFG
641
Citizens Financial Group
Rhode Island
$203K +$195K +3,276 New
VI
642
Versor Investments
New York
$202K -$540K -9,045 -74%
CPIG
643
Chicago Partners Investment Group
Illinois
$202K +$194K +3,245 New
MM
644
MQS Management
New York
$202K +$194K +3,252 New
SL
645
Summitry LLC
California
$201K +$194K +3,244 New
GCM
646
Graham Capital Management
Connecticut
$200K +$193K +3,227 New
SSB
647
Sandy Spring Bank
Maryland
$193K +$955 +16 +0.5%
MCM
648
MAI Capital Management
Ohio
$180K +$15.7K +263 +10%
BTI
649
Blue Trust Inc
Georgia
$177K +$9.9K +166 +6%
CA
650
Continuum Advisory
Idaho
$169K -$597 -10 -0.4%

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.