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Eversource Energy
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Overview Fund Activity

811 hedge funds and large institutions have $17.5B invested in Eversource Energy in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 249 increasing their positions, 320 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
811
Holders Change
+13
Holders Change %
+1.63%
% of All Funds
11.89%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
129
Increased
249
Reduced
320
Closed
104
Calls
$35.9M
Puts
$46.2M
Net Calls
-$10.3M
Net Calls Change
+$10.2M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$547M
2
Deutsche Bank
Deutsche Bank
Germany
$288M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$145M
4
Goldman Sachs
Goldman Sachs
New York
$258M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$58M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$51M
2
Wells Fargo
Wells Fargo
California
$404M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$121M
4
Invesco
Invesco
Georgia
$178M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
751
Robbins Farley
New Hampshire
$7.72K – – –
GAMC
752
Garner Asset Management Corp
Texas
$7.38K +$7.38K +140 New
CWM
753
Compass Wealth Management
Connecticut
$7.35K – – –
OA
754
Operose Advisors
Wisconsin
$7.28K – – –
MSFP
755
Mark Sheptoff Financial Planning
Connecticut
$7.28K – – –
HIA
756
Harbor Investment Advisory
Maryland
$7.1K +$7.1K +115 New
TCWA
757
Turtle Creek Wealth Advisors
Texas
$6.97K +$6.97K +113 New
AWM
758
Abound Wealth Management
Tennessee
$6.73K – – –
RIM
759
Rockbridge Investment Management
New York
$6.67K +$6.67K +108 New
ME
760
McIlrath & Eck
Washington
$5.8K +$3.58K +58 +161%
JWA
761
JFS Wealth Advisors
Pennsylvania
$5.74K +$4.2K +68 +272%
CP
762
Castleview Partners
Texas
$5.25K +$247 +4 +5%
POIA
763
Pin Oak Investment Advisors
Texas
$5K – – –
LIWM
764
Long Island Wealth Management
New York
$5K +$5K +80 New
EC
765
EntryPoint Capital
New York
$4.88K +$4.88K +79 New
PWMG
766
Provence Wealth Management Group
California
$4.69K – – –
SA
767
SRH Advisors
Kansas
$4.63K – – –
FFO
768
Fortitude Family Office
Arizona
$4.51K +$4.51K +73 New
SC
769
Solstein Capital
California
$4.26K – – –
GBT
770
Grove Bank & Trust
Florida
$3.83K – – –
TCA
771
Trifecta Capital Advisors
Illinois
$3.46K +$2.9K +47 +522%
CIR
772
Clear Investment Research
Georgia
$3.09K +$3.09K +50 New
CB
773
Centennial Bank
Arkansas
$2.9K – – –
SS
774
Sunbelt Securities
Texas
$2.76K – – –
WAS
775
Winch Advisory Services
Wisconsin
$2.5K +$61 +1 +3%
29 30
31
32 33