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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
VFM
651
Viking Fund Management
North Dakota
$285K – – –
WS
652
Wedbush Securities
California
$282K +$17.4K +265 +7%
AUB
653
Atlantic Union Bankshares
Virginia
$282K +$57.2K +872 +28%
MWM
654
Melfa Wealth Management
Massachusetts
$280K – – –
FTWA
655
Fifth Third Wealth Advisors
Ohio
$280K +$5.83K +89 +2%
TF
656
Tompkins Financial
New York
$276K – – –
CAM
657
Cozad Asset Management
Illinois
$275K – – –
BAAM
658
Baker Avenue Asset Management
California
$275K +$253K +3,863 New
MWM
659
Mindset Wealth Management
Indiana
$273K – – –
RDWM
660
Red Door Wealth Management
Tennessee
$272K +$251K +3,825 New
HIP
661
HUB Investment Partners
Texas
$272K +$250K +3,818 New
PFM
662
Patton Fund Management
Texas
$271K – – –
FAM
663
Formidable Asset Management
Ohio
$271K – – –
SPC
664
Sigma Planning Corp
Michigan
$270K +$249K +3,793 New
KCP
665
Kera Capital Partners
California
$269K +$247K +3,774 New
LS
666
Livforsakringsbolaget Skandia
Sweden
$268K -$26.2K -400 -10%
EW
667
Evoke Wealth
California
$268K +$247K +3,767 New
VWM
668
Venturi Wealth Management
Texas
$268K +$247K +3,762 New
WT
669
Whittier Trust
California
$267K +$2.56K +39 +1%
QWM
670
Quadcap Wealth Management
Texas
$265K -$142K -2,172 -37%
I
671
InceptionR
California
$264K -$862K -13,154 -78%
TNB
672
Thomasville National Bank
Georgia
$264K – – –
CFP
673
Catalyst Financial Partners
Massachusetts
$263K +$66 +1 +0%
Two Sigma Advisers
674
Two Sigma Advisers
New York
$263K +$26.2K +400 +12%
FCP
675
Fidelis Capital Partners
Florida
$263K +$8.72K +133 +4%
25 26
27
28 29

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.