We are live on ! Find out more
ES icon

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
CTA
876
Colonial Trust Advisors
South Carolina
$17.3K – – –
BTD
877
BankPlus Trust Department
Mississippi
$16.5K – – –
SS
878
Sunbelt Securities
Texas
$16.3K +$12K +183 +398%
CIAS
879
CBIZ Investment Advisory Services
Ohio
$15.2K – – –
FP
880
Financial Perspectives
Minnesota
$14.9K – – –
ETS
881
ESL Trust Services
New York
$14.2K – – –
PSB
882
Piscataqua Savings Bank
New Hampshire
$14.2K -$16.4K -250 -56%
IRC
883
Investors Research Corp
Georgia
$14.2K – – –
SL
884
Salomon & Ludwin
Virginia
$13.6K +$12.3K +187 New
RF
885
Rossby Financial
Florida
$13.4K +$4.39K +67 +56%
FLP
886
Financial Life Planners
Arizona
$13.3K +$12.3K +188 New
BOJHT
887
Bank of Jackson Hole Trust
Wyoming
$13.3K – – –
CSB
888
City State Bank
Iowa
$13.3K – – –
PWA
889
Physician Wealth Advisors
Utah
$13.2K +$5.57K +85 +85%
SGK
890
Steigerwald Gordon & Koch
Virginia
$13.1K +$12.1K +184 New
MAM
891
Meeder Asset Management
Ohio
$13K +$12K +183 New
VNA
892
Valley National Advisers
Pennsylvania
$13K – – –
RTL
893
Red Tortoise LLC
Georgia
$12.9K – – –
PGAM
894
Princeton Global Asset Management
New Jersey
$12.3K – – –
PB
895
Pinnacle Bancorp
Nebraska
$12.2K – – –
CCM
896
Chilton Capital Management
Texas
$12.1K – – –
PAG
897
Paladin Advisory Group
Iowa
$11.7K – – –
MCA
898
Midwest Capital Advisors
Michigan
$11K – – –
AGWCA
899
Annis Gardner Whiting Capital Advisors
Florida
$10.8K -$2.43K -37 -20%
CAL
900
Capital Advisors Ltd
Ohio
$10K -$721 -11 -7%
34 35
36
37 38

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.