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Eversource Energy

874 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 325 increasing their positions, 284 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $18.8M | Put options by funds: $8.61M

23% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 95

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

14% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 284

1% more funds holding

Funds holding: 866874 (+8)

0.32% less ownership

Funds ownership: 83.39%83.07% (-0.32%)

14% less capital invested

Capital invested by funds: $20.2B → $17.5B (-$2.75B)

Holders
874
Holders Change
+8
Holders Change %
+0.92%
% of All Funds
11.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
117
Increased
325
Reduced
284
Closed
95
Calls
$18.8M
Puts
$8.61M
Net Calls
+$10.2M
Net Calls Change
-$6.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
701
Thurston Springer Miller Herd & Titak
Indiana
$44.6K -$20.6K -330 -30%
MSWM
702
Mowery & Schoenfeld Wealth Management
Illinois
$44K +$3.62K +58 +8%
LWCFA
703
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2K
PCTC
704
Perkins Coie Trust Company
Washington
$42.2K
BIG
705
Brooklyn Investment Group
New York
$41.8K +$17K +273 +60%
SWM
706
Sanctuary Wealth Management
Idaho
$41.3K
ADL
707
Asset Dedication LLC
California
$41.2K +$44.8K +718 New
PFA
708
Pathway Financial Advisers
Indiana
$40.9K -$2.98M -47,740 -99%
UB
709
UMB Bank
Missouri
$40.8K +$12.3K +197 +38%
FHA
710
First Horizon Advisors
Tennessee
$40K -$23.2K -373 -35%
Kayne Anderson Rudnick Investment Management
711
Kayne Anderson Rudnick Investment Management
California
$40K +$1.5K +24 +4%
HWA
712
Heritage Wealth Advisors
Virginia
$39.5K +$935 +15 +2%
LFA
713
LGT Financial Advisors
Texas
$39.1K +$62 +1 +0.1%
Acadian Asset Management
714
Acadian Asset Management
Massachusetts
$39K -$60.1K -965 -58%
RCM
715
Raleigh Capital Management
North Carolina
$38.8K +$8.48K +136 +25%
LFG
716
Larson Financial Group
Missouri
$36.8K +$4.61K +74 +13%
BC
717
Broadwater Capital
Massachusetts
$35.6K
CA
718
CoreCap Advisors
Michigan
$35K +$23.9K +383 +169%
OIAM
719
OFI Invest Asset Management
France
$34.7K +$39K +626 New
VWM
720
Venturi Wealth Management
Texas
$33.8K +$18.8K +301 +105%
PS
721
Pinney & Scofield
Massachusetts
$33.3K +$36.2K +580 New
CA
722
Clearstead Advisors
Ohio
$33.3K -$13.5K -216 -27%
DIP
723
DT Investment Partners
Pennsylvania
$33.1K
CH
724
Cromwell Holdings
Wyoming
$33K
CT
725
Caldwell Trust
Florida
$33K -$1.75K -28 -5%

ES Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2024, worth a combined $17.5B — down 14% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new ES positions and 95 closed out — a net gain of 22 holders — while 325 added to existing stakes and 284 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $286M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 874 institutional investors held Eversource Energy (ES) as of Q4 2024, up from 866 in Q3 2024.
  • Funds reported $17.5B of Eversource Energy stock for Q4 2024, down 14% quarter-over-quarter.
  • 117 funds opened new Eversource Energy positions in Q4 2024 and 95 closed out, a net change of +22 holders.
  • The largest Eversource Energy buyer in Q4 2024 was Wellington Management Group, an estimated $286M added.
  • The largest Eversource Energy seller in Q4 2024 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q4 2024.