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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
BLC
651
Brown, Lisle/Cummings
Rhode Island
$166K +$20.9K +350 +15%
AFG
652
Albion Financial Group
Utah
$164K
PTC
653
Private Trust Company
Ohio
$162K -$31.2K -523 -17%
CI
654
CX Institutional
Indiana
$162K +$156K +2,615 New
GIC
655
Generali Investments CEE
Czech Republic
$161K
NB
656
NBT Bank
New York
$161K
C
657
Covestor
United Kingdom
$160K +$138K +2,306 +873%
PWAM
658
Private Wealth Asset Management
Iowa
$156K +$150K +2,516 New
TCOV
659
Trust Company of Vermont
Vermont
$156K -$83.1K -1,393 -36%
SW
660
SVB Wealth
Massachusetts
$153K +$147K +2,464 New
WT
661
Washington Trust
Rhode Island
$150K +$118K +1,985 +467%
NS
662
NBC Securities
Alabama
$149K +$143K +2,398 +119,900%
MWA
663
Medallion Wealth Advisors
Connecticut
$148K +$11K +184 +8%
OWP
664
ORG Wealth Partners
Texas
$148K +$56.7K +950 +67%
YDMI
665
Y.D. More Investments
Israel
$147K +$17.1K +286 +14%
MA
666
Montag & Associates
Georgia
$137K -$2.98K -50 -2%
SC
667
SouthState Corp
Florida
$134K +$32K +536 +33%
RFS
668
Richardson Financial Services
Massachusetts
$129K -$1.97K -33 -2%
QL
669
Quarry LP
New York
$127K +$72.6K +1,217 +146%
CF
670
Centaurus Financial
California
$127K -$179 -3 -0.1%
SAM
671
Smartleaf Asset Management
Massachusetts
$123K -$7.76K -130 -6%
PS
672
Principal Securities
Iowa
$120K
AF
673
Advisornet Financial
Minnesota
$119K -$60 -1 -0.1%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$118K -$5.19K -87 -4%
HFS
675
Hughes Financial Services
Virginia
$116K +$111K +1,862 New

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.