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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
CPG
851
Cornerstone Planning Group
New Jersey
$1.22K -$374 -6 -22%
FF
852
Friedenthal Financial
New Jersey
$1.21K
FFO
853
Fortitude Family Office
Arizona
$1.21K -$3.62K -58 -73%
WWM
854
Wolff Wiese Magana
California
$1.15K
CAWM
855
Capital A Wealth Management
Pennsylvania
$1.09K +$1.18K +19 New
SFCL
856
Strengthening Families & Communities LLC
Massachusetts
$1K
FFC
857
First Financial Corp
Indiana
$976 +$1.06K +17 New
NL
858
NVWM LLC
Pennsylvania
$804 +$561 +9 +180%
CTB
859
Country Trust Bank
Illinois
$747
TFM
860
TFC Financial Management
Massachusetts
$690 -$623 -10 -45%
WCM
861
WealthTrak Capital Management
Virginia
$575 +$623 +10 New
HWP
862
Highline Wealth Partners
California
$574 -$499 -8 -44%
1IA
863
1620 Investment Advisors
Massachusetts
$496
EBA
864
Eagle Bay Advisors
New York
$465 -$1.06K -17 -68%
FMP
865
Financial Management Professionals
Texas
$459 -$686 -11 -58%
GFPC
866
Global Financial Private Client
Florida
$402 +$436 +7 New
PWA
867
Principia Wealth Advisory
Texas
$402 +$436 +7 New
PWM
868
Parkworth Wealth Management
California
$345 +$374 +6 New
WW
869
Winnow Wealth
Texas
$307 +$374 +6 New
SMAM
870
Sugar Maple Asset Management
Wisconsin
$287 +$312 +5 New
NC
871
NewSquare Capital
Pennsylvania
$230 +$249 +4 New
NS
872
NBC Securities
Alabama
$147 -$160K -2,561 -100%
VWA
873
Valued Wealth Advisors
Utah
$115
SWA
874
SOA Wealth Advisors
New York
$66
Renaissance Technologies
875
Renaissance Technologies
New York
-$22.6M -332,412 Closed

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.