We are live on ! Find out more
ES icon

Eversource Energy

933 hedge funds and large institutions have $19.9B invested in Eversource Energy in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 382 increasing their positions, 273 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $15.1M

77% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 74

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

40% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 273

5% more funds holding

Funds holding: 885933 (+48)

1.61% more ownership

Funds ownership: 83.22%84.83% (+1.6%)

5% more capital invested

Capital invested by funds: $19B → $19.9B (+$898M)

Holders
933
Holders Change
+48
Holders Change %
+5.42%
% of All Funds
12.28%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
131
Increased
382
Reduced
273
Closed
74
Calls
$58.4M
Puts
$15.1M
Net Calls
+$43.3M
Net Calls Change
+$26.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
826
CBIZ Investment Advisory Services
Ohio
$13.6K +$12.5K +203 +1,845%
FP
827
Financial Perspectives
Minnesota
$13.4K
AWM
828
Atticus Wealth Management
Florida
$12.7K -$1.23K -20 -9%
ETS
829
ESL Trust Services
New York
$12.7K
IRC
830
Investors Research Corp
Georgia
$12.7K
CFB
831
Cullen/Frost Bankers
Texas
$12.6K +$12.2K +198 New
NSIM
832
North Star Investment Management
Illinois
$12.5K +$370 +6 +3%
AGWCA
833
Annis Gardner Whiting Capital Advisors
Florida
$12K +$2.46K +40 +27%
VNA
834
Valley National Advisers
Pennsylvania
$12K
BOJHT
835
Bank of Jackson Hole Trust
Wyoming
$11.9K
CSB
836
City State Bank
Iowa
$11.9K
RTL
837
Red Tortoise LLC
Georgia
$11.5K
PGAM
838
Princeton Global Asset Management
New Jersey
$11K +$10.7K +173 New
PB
839
Pinnacle Bancorp
Nebraska
$10.9K
CCM
840
Chilton Capital Management
Texas
$10.8K -$4.25K -69 -29%
PAG
841
Paladin Advisory Group
Iowa
$10.4K -$10.5K -170 -51%
AG
842
AmeriFlex Group
Nevada
$10.3K +$2.65K +43 +36%
TPWA
843
Twin Peaks Wealth Advisors
California
$10.1K +$9.43K +153 New
AAS
844
Ameritas Advisory Services
Nebraska
$10.1K +$9.74K +158 New
CAL
845
Capital Advisors Ltd
Ohio
$10K -$65.8K -1,067 -88%
MCA
846
Midwest Capital Advisors
Michigan
$9.86K
WIM
847
Westside Investment Management
California
$9.42K +$9K +146 New
LI
848
LRI Investments
Florida
$8.33K
NC
849
NewSquare Capital
Pennsylvania
$8.21K -$1.6K -26 -17%
CWP
850
Concord Wealth Partners
Virginia
$8.14K +$7.89K +128 New

ES Hedge Fund Activity: Q2 2025 in Review

933 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q2 2025, worth a combined $19.9B — up 4.7% from $19B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new ES positions and 74 closed out — a net gain of 57 holders — while 382 added to existing stakes and 273 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $305M. The largest seller was Wellington Management Group, cutting an estimated $793M.

  • 933 institutional investors held Eversource Energy (ES) as of Q2 2025, up from 885 in Q1 2025.
  • Funds reported $19.9B of Eversource Energy stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 131 funds opened new Eversource Energy positions in Q2 2025 and 74 closed out, a net change of +57 holders.
  • The largest Eversource Energy buyer in Q2 2025 was Victory Capital Management, an estimated $305M added.
  • The largest Eversource Energy seller in Q2 2025 was Wellington Management Group, an estimated $793M sold.

Based on aggregated 13F filings for Q2 2025.