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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
Envestnet Portfolio Solutions
926
Envestnet Portfolio Solutions
Illinois
-$220K -3,828 Closed
CIS
927
Custom Index Systems
New York
-$219K -3,810 Closed
MS
928
Maven Securities
Jersey
-$226K -3,784 Closed
TFA
929
Tranquilli Financial Advisor
New Jersey
-$213K -3,716 Closed
AIP
930
Arrowpoint Investment Partners
Singapore
-$211K -3,680 Closed
FZCM
931
Flynn Zito Capital Management
New York
-$210K -3,655 Closed
FTUS
932
Flow Traders U.S.
New York
-$210K -3,649 Closed
LWM
933
LongView Wealth Management
Georgia
-$201K -3,493 Closed
PFG
934
Putney Financial Group
California
-$199K -3,460 Closed
VEA
935
Virtus ETF Advisers
New York
-$151K -2,634 Closed
HT
936
Headlands Technologies
Illinois
-$134K -2,326 Closed
SC
937
Steph & Co
Wisconsin
-$102K -1,775 Closed
CAL
938
Capital Analysts LLC
Pennsylvania
-$99K -1,721 Closed
CFB
939
Cullen/Frost Bankers
Texas
-$85.8K -1,494 Closed
GM
940
GeoWealth Management
Illinois
-$81.6K -1,420 Closed
SIM
941
Sentry Investment Management
Wisconsin
-$81K -1,406 Closed
WWA
942
Wingate Wealth Advisors
Massachusetts
-$65.1K -1,134 Closed
CBT
943
CoreFirst Bank & Trust
Kansas
-$52.1K -907 Closed
CWM
944
Crowley Wealth Management
Delaware
-$45.9K -800 Closed
PFA
945
Pathway Financial Advisers
Indiana
-$40.9K -712 Closed
LFA
946
LGT Financial Advisors
Texas
-$39.1K -680 Closed
VWM
947
Venturi Wealth Management
Texas
-$33.8K -589 Closed
MB
948
Mizuho Bank
Japan
-$25.8K -450 Closed
RS
949
R Squared
Hong Kong
-$22.4K -390 Closed
TAM
950
Tucker Asset Management
Colorado
-$22.1K -384 Closed

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.