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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
SS
826
SBI Securities
Japan
$3.73K +$4.05K +65 New
ME
827
McIlrath & Eck
Washington
$3.33K -$623 -10 -15%
TCA
828
Trifecta Capital Advisors
Illinois
$3.22K
BCMLT
829
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.12K
HWM
830
Hemington Wealth Management
Virginia
$3K -$686 -11 -14%
NWWA
831
New Wave Wealth Advisors
Arkansas
$2.65K +$2.87K +46 New
CWC
832
Carolinas Wealth Consulting
North Carolina
$2.64K +$187 +3 +7%
SS
833
Sunbelt Securities
Texas
$2.62K
PWA
834
Provenance Wealth Advisors
Florida
$2.58K
Q1WB
835
Quest 10 Wealth Builders
Virginia
$2.47K +$2.68K +43 New
WAS
836
Winch Advisory Services
Wisconsin
$2.44K
T
837
Transce3nd
Texas
$2.35K +$2.56K +41 New
MEG
838
Millstone Evans Group
Colorado
$2.3K +$2.49K +40 New
PP
839
Pacifica Partners
Canada
$2.29K
RI
840
Ridgewood Investments
New Jersey
$1.95K
CSWM
841
Cassady Schiller Wealth Management
Ohio
$1.95K +$2.12K +34 New
AA
842
Ancora Advisors
Ohio
$1.78K
PCWA
843
Pacific Capital Wealth Advisors
California
$1.78K
CWP
844
Clark Wealth Partners
Illinois
$1.61K +$1.75K +28 New
BF
845
BOK Financial
Oklahoma
$1.56K +$1.75K +28 New
BFPW
846
BOK Financial Private Wealth
Colorado
$1.49K +$1.62K +26 New
TCM
847
TD Capital Management
Tennessee
$1.44K
DPW
848
DiNuzzo Private Wealth
Pennsylvania
$1.38K -$249 -4 -14%
KFI
849
Key Financial Inc
Pennsylvania
$1.38K
TWD
850
True Wealth Design
Ohio
$1.37K -$46.7K -750 -97%

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.