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Eversource Energy

885 hedge funds and large institutions have $19B invested in Eversource Energy in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 353 increasing their positions, 276 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more call options, than puts

Call options by funds: $26M | Put options by funds: $9.57M

28% more repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 276

25% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 91

9% more capital invested

Capital invested by funds: $17.5B → $19B (+$1.5B)

1% more funds holding

Funds holding: 874885 (+11)

0.15% more ownership

Funds ownership: 83.07%83.22% (+0.15%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
885
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
11.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
114
Increased
353
Reduced
276
Closed
91
Calls
$26M
Puts
$9.57M
Net Calls
+$16.4M
Net Calls Change
+$6.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TH
851
TCTC Holdings
Texas
$1.68K -$10.7K -179 -87%
CWP
852
Clark Wealth Partners
Illinois
$1.68K -$60 -1 -4%
NFSG
853
Newbridge Financial Services Group
Florida
$1.66K -$3.7K -62 -70%
MA
854
MCF Advisors
Kentucky
$1.61K -$6.38K -107 -80%
GFPC
855
Global Financial Private Client
Florida
$1.61K +$1.13K +19 +271%
TCM
856
TD Capital Management
Tennessee
$1.55K
KFI
857
Key Financial Inc
Pennsylvania
$1.49K
HWP
858
Highline Wealth Partners
California
$1.49K +$835 +14 +140%
FF
859
Friedenthal Financial
New Jersey
$1.3K
FFO
860
Fortitude Family Office
Arizona
$1.3K
WWM
861
Wolff Wiese Magana
California
$1.24K
MSG
862
Main Street Group
Virginia
$1.06K +$1.07K +18 New
PCM
863
Penserra Capital Management
California
$1K -$55.3K -927 -97%
RWM
864
Rialto Wealth Management
New York
$994 +$955 +16 New
BI
865
Binnacle Investments
Iowa
$932 +$895 +15 New
OCM
866
Osterweis Capital Management
California
$932 +$895 +15 New
NL
867
NVWM LLC
Pennsylvania
$870
HHGA
868
Halbert Hargrove Global Advisors
California
$800 +$776 +13 New
TFM
869
TFC Financial Management
Massachusetts
$746
CAWM
870
Capital A Wealth Management
Pennsylvania
$745 -$418 -7 -37%
CIAS
871
CBIZ Investment Advisory Services
Ohio
$683 +$656 +11 New
SFCL
872
Strengthening Families & Communities LLC
Massachusetts
$621
KIM
873
Kestra Investment Management
Texas
$559 -$29.6K -496 -98%
BHWM
874
Bay Harbor Wealth Management
Maryland
$496 +$477 +8 New
PWM
875
Parkworth Wealth Management
California
$435 +$60 +1 +17%

ES Hedge Fund Activity: Q1 2025 in Review

885 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q1 2025, worth a combined $19B — up 8.6% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new ES positions and 91 closed out — a net gain of 23 holders — while 353 added to existing stakes and 276 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $207M. The largest seller was Charles Schwab, cutting an estimated $241M.

  • 885 institutional investors held Eversource Energy (ES) as of Q1 2025, up from 874 in Q4 2024.
  • Funds reported $19B of Eversource Energy stock for Q1 2025, up 8.6% quarter-over-quarter.
  • 114 funds opened new Eversource Energy positions in Q1 2025 and 91 closed out, a net change of +23 holders.
  • The largest Eversource Energy buyer in Q1 2025 was Fidelity Investments, an estimated $207M added.
  • The largest Eversource Energy seller in Q1 2025 was Charles Schwab, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2025.