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Eversource Energy

814 hedge funds and large institutions have $16.4B invested in Eversource Energy in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 277 increasing their positions, 310 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $31.2M | Put options by funds: $14.3M

10% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 83

0.58% more ownership

Funds ownership: 81.55%82.14% (+0.58%)

0% less funds holding

Funds holding: 815814 (-1)

4% less capital invested

Capital invested by funds: $17B → $16.4B (-$604M)

11% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 310

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
814
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
11.76%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
91
Increased
277
Reduced
310
Closed
83
Calls
$31.2M
Puts
$14.3M
Net Calls
+$17M
Net Calls Change
+$19.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
751
Annis Gardner Whiting Capital Advisors
Florida
$5.1K +$1.48K +25 +38%
POIA
752
Pin Oak Investment Advisors
Texas
$5K
UWS
753
Unique Wealth Strategies
Illinois
$4.96K +$4.92K +83 New
CHC
754
City Holding Co
West Virginia
$4.59K -$21.7K -366 -82%
FFO
755
Fortitude Family Office
Arizona
$4.48K +$3.5K +59 +295%
FIM
756
FWL Investment Management
Texas
$4.42K
MHR
757
Matthew Hamilton Rosenberg
$4.36K -$3.79K -64 -45%
JWA
758
JFS Wealth Advisors
Pennsylvania
$4.25K -$237 -4 -5%
SA
759
SRH Advisors
Kansas
$4.25K
TF
760
Tompkins Financial
New York
$4.25K
FW
761
Fairway Wealth
Ohio
$3.97K +$4.15K +70 New
SC
762
Solstein Capital
California
$3.91K
EWP
763
Elevation Wealth Partners
California
$3.63K +$3.79K +64 New
ME
764
McIlrath & Eck
Washington
$3.29K -$14.4K -243 -81%
TCA
765
Trifecta Capital Advisors
Illinois
$3.18K
BCMLT
766
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.04K +$59 +1 +2%
KFP
767
Keener Financial Planning
Texas
$3K -$2.96K -50 -45%
BWP
768
Baldwin Wealth Partners
Massachusetts
$2.84K +$2.96K +50 New
CB
769
Centennial Bank
Arkansas
$2.67K
SS
770
Sunbelt Securities
Texas
$2.57K
WAS
771
Winch Advisory Services
Wisconsin
$2.35K
PP
772
Pacifica Partners
Canada
$2.29K +$2.37K +40 New
VWM
773
Valley Wealth Managers
New Jersey
$2.27K +$2.37K +40 New
CWC
774
Carolinas Wealth Consulting
North Carolina
$2.15K
DF
775
Dunhill Financial
United Kingdom
$2.05K +$415 +7 +24%

ES Hedge Fund Activity: Q2 2024 in Review

814 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2024, worth a combined $16.4B — down 3.6% from $17B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new ES positions and 83 closed out — a net gain of 8 holders — while 277 added to existing stakes and 310 trimmed.

The largest buyer was Nuveen, adding an estimated $200M. The largest seller was State Street, cutting an estimated $101M.

  • 814 institutional investors held Eversource Energy (ES) as of Q2 2024, down from 815 in Q1 2024.
  • Funds reported $16.4B of Eversource Energy stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 91 funds opened new Eversource Energy positions in Q2 2024 and 83 closed out, a net change of +8 holders.
  • The largest Eversource Energy buyer in Q2 2024 was Nuveen, an estimated $200M added.
  • The largest Eversource Energy seller in Q2 2024 was State Street, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2024.