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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
LWA
926
Lowe Wealth Advisors
Maryland
$5.12K – – –
FFO
927
Fortitude Family Office
Arizona
$4.98K +$131 +2 +3%
SS
928
SBI Securities
Japan
$4.84K -$66 -1 -1%
WTC
929
WhitTier Trust Company
Nevada
$4.71K -$10.8K -164 -72%
WA
930
WPG Advisers
Maryland
$4.55K +$3.8K +58 +967%
BDPWM
931
Barnes Dennig Private Wealth Management
Ohio
$4.41K – – –
TSMHT
932
Thurston Springer Miller Herd & Titak
Indiana
$4.2K -$58.8K -897 -94%
SC
933
Solstein Capital
California
$3.84K – – –
BCWM
934
Bartlett & Co Wealth Management
Ohio
$3.77K +$3.48K +53 New
FDW
935
Fourth Dimension Wealth
Ohio
$3.7K -$2.62K -40 -43%
TCA
936
Trifecta Capital Advisors
Illinois
$3.27K – – –
FGAM
937
Financial Gravity Asset Management
Texas
$3.27K +$3.02K +46 New
PWA
938
Provenance Wealth Advisors
Florida
$3.2K – – –
WAS
939
Winch Advisory Services
Wisconsin
$3.13K +$66 +1 +2%
CCM
940
Cloud Capital Management
Washington
$3K +$3.61K +55 New
EWP
941
Elevation Wealth Partners
California
$2.99K +$2.75K +42 New
SHIM
942
Stone House Investment Management
Pennsylvania
$2.92K – – –
DPW
943
DiNuzzo Private Wealth
Pennsylvania
$2.63K -$131 -2 -5%
PP
944
Pacifica Partners
Canada
$2.43K – – –
TCB
945
Texas Capital Bancshares
Texas
$2.35K +$2.16K +33 New
CA
946
Crewe Advisors
Utah
$2.21K +$2.03K +31 New
PP
947
PFS Partners
New Jersey
$2.21K +$2.03K +31 New
PCM
948
Penserra Capital Management
California
$2K – – –
HFM
949
Harvest Fund Management
China
$2K +$2.23K +34 New
TH
950
TCTC Holdings
Texas
$1.92K – – –
36 37
38
39 40

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.