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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
GA
801
GoalVest Advisory
New York
$69.8K – – –
SIM
802
Sentry Investment Management
Wisconsin
$69K +$61.3K +935 New
OL
803
OneFund LLC
Florida
$67.1K +$1.97K +30 +3%
TFGT
804
TS Financial Group (TSFG)
Illinois
$67K -$10.2K -155 -14%
BWL
805
Bogart Wealth LLC
Virginia
$66.5K +$459 +7 +0.8%
CBT
806
CoreFirst Bank & Trust
Kansas
$64.5K – – –
HWA
807
Heritage Wealth Advisors
Virginia
$64K – – –
NRG
808
Nemes Rush Group
Michigan
$64K – – –
Kayne Anderson Rudnick Investment Management
809
Kayne Anderson Rudnick Investment Management
California
$63.7K +$197 +3 +0.3%
CHC
810
City Holding Co
West Virginia
$63K – – –
JGIA
811
Jackson Grant Investment Advisers
Connecticut
$62.2K – – –
SC
812
SouthState Corp
Florida
$61.5K -$40.8K -623 -42%
BHWM
813
Beaird Harris Wealth Management
Texas
$60.5K – – –
AIM
814
Anchor Investment Management
South Carolina
$60.2K +$19.7K +300 +55%
NSIM
815
North Star Investment Management
Illinois
$58K +$40.6K +619 +314%
GC
816
Gould Capital
Washington
$56.9K – – –
GJIA
817
Glass Jacobson Investment Advisors
Maryland
$56K – – –
DMBA
818
Deseret Mutual Benefit Administrators
Utah
$55.8K – – –
PCTC
819
Perkins Coie Trust Company
Washington
$52.2K – – –
LWCFA
820
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51.4K – – –
PFA
821
Pathway Financial Advisers
Indiana
$50.7K +$46.7K +712 New
MSWM
822
Mowery & Schoenfeld Wealth Management
Illinois
$50.4K – – –
PWM
823
Peck Wealth Management
New York
$49.6K +$45.7K +697 New
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$49.1K +$7.34K +112 +19%
SSG
825
Summit Securities Group
New York
$45.6K +$25.8K +394 +160%
31 32
33
34 35

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.