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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
LFG
726
Larson Financial Group
Missouri
$48.2K +$8.11K +136 +21%
ZBNA
727
Zions Bancorporation, National Association
Utah
$46.5K +$44.6K +748 New
PCTC
728
Perkins Coie Trust Company
Washington
$45.6K
ADL
729
Asset Dedication LLC
California
$45.3K +$656 +11 +2%
GJIA
730
Glass Jacobson Investment Advisors
Maryland
$45.2K
MSWM
731
Mowery & Schoenfeld Wealth Management
Illinois
$44K -$3.46K -58 -8%
HPC
732
HM Payson & Co
Maine
$43.5K -$52K -872 -55%
CA
733
Clearstead Advisors
Ohio
$43.2K +$6.86K +115 +20%
Kayne Anderson Rudnick Investment Management
734
Kayne Anderson Rudnick Investment Management
California
$41.7K -$1.43K -24 -3%
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.3K -$1.79K -30 -4%
UB
736
UMB Bank
Missouri
$40.2K -$3.76K -63 -9%
Loomis, Sayles & Company
737
Loomis, Sayles & Company
Massachusetts
$40K -$20.6K -346 -35%
BC
738
Broadwater Capital
Massachusetts
$38.5K
FFC
739
First Financial Corp
Indiana
$38.3K +$35.8K +600 +3,529%
BSB
740
Bangor Savings Bank
Maine
$37.5K -$14.9K -249 -29%
KWM
741
Kiker Wealth Management
Georgia
$37.3K +$35.8K +600 New
PS
742
Pinney & Scofield
Massachusetts
$36K
DIP
743
DT Investment Partners
Pennsylvania
$35.8K
CT
744
Caldwell Trust
Florida
$35.7K
MCM
745
MV Capital Management
Maryland
$35.2K +$358 +6 +1%
RF
746
Rossby Financial
Florida
$34.4K +$35.5K +595 New
SIC
747
Salem Investment Counselors
North Carolina
$33.9K
Simplex Trading
748
Simplex Trading
Illinois
$32K +$31.2K +523 New
BL
749
BFSG LLC
California
$31.1K
WB
750
Webster Bank
Connecticut
$31.1K

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.