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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
DWM
951
Dogwood Wealth Management
Kansas
$1.85K +$197 +3 +13%
JWA
952
JFS Wealth Advisors
Pennsylvania
$1.78K -$459 -7 -22%
TCM
953
TD Capital Management
Tennessee
$1.78K – – –
HWP
954
Highline Wealth Partners
California
$1.71K – – –
GWSA
955
Global Wealth Strategies & Associates
Colorado
$1.6K +$1.51K +23 New
KFI
956
Key Financial Inc
Pennsylvania
$1.57K -$131 -2 -8%
FF
957
Friedenthal Financial
New Jersey
$1.49K -$79.5K -1,212 -98%
UCB
958
United Community Bank
South Carolina
$1.49K +$1.38K +21 New
WWM
959
Wolff Wiese Magana
California
$1.42K – – –
RS
960
Rakuten Securities
Japan
$1.42K +$1.31K +20 New
BHWM
961
Bay Harbor Wealth Management
Maryland
$1.42K +$262 +4 +25%
FMP
962
Financial Management Professionals
Texas
$1.35K -$197 -3 -14%
CWP
963
Clark Wealth Partners
Illinois
$1.28K – – –
WA
964
WestEnd Advisors
North Carolina
$1.21K +$1.11K +17 New
RWM
965
Rialto Wealth Management
New York
$1.14K +$262 +4 +33%
AWM
966
Activest Wealth Management
Florida
$1.14K – – –
WWA
967
Wealth Watch Advisors
Colorado
$1.07K +$983 +15 New
SFCL
968
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
TFM
969
TFC Financial Management
Massachusetts
$996 – – –
HWA
970
Heartwood Wealth Advisors
Virginia
$996 +$918 +14 New
BFS
971
Bare Financial Services
Pennsylvania
$925 – – –
PWA
972
Principia Wealth Advisory
Texas
$925 +$66 +1 +8%
TFA
973
Transamerica Financial Advisors
Florida
$854 +$787 +12 New
DF
974
Dunhill Financial
United Kingdom
$732 -$197 -3 -23%
GA
975
Guerra Advisors
Florida
$719 +$656 +10 New
37 38
39
40 41

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.