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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
ERSOT
1026
Employees Retirement System of Texas
Texas
– -$177K -2,788 Closed
OWA
1027
Opal Wealth Advisors
New York
– -$105K -1,657 Closed
BIG
1028
Brooklyn Investment Group
New York
– -$84.8K -1,334 Closed
IIM
1029
Intact Investment Management
Quebec, Canada
– -$76.3K -1,200 Closed
Walleye Trading
1030
Walleye Trading
New York
– -$72.2K -1,101 Closed
KWM
1031
Kiker Wealth Management
Georgia
– -$38.2K -600 Closed
BL
1032
BFSG LLC
California
– -$31.8K -500 Closed
MYIA
1033
Mount Yale Investment Advisors
Colorado
– -$31.1K -489 Closed
NICM
1034
Neo Ivy Capital Management
New York
– -$26.3K -414 Closed
GC
1035
Garde Capital
Washington
– -$18K -283 Closed
AWM
1036
Atticus Wealth Management
Florida
– -$12.7K -200 Closed
CFB
1037
Cullen/Frost Bankers
Texas
– -$12.6K -198 Closed
TPWA
1038
Twin Peaks Wealth Advisors
California
– -$10.1K -153 Closed
NC
1039
NewSquare Capital
Pennsylvania
– -$8.21K -129 Closed
TCM
1040
Traub Capital Management
Massachusetts
– -$7.76K -122 Closed
PSFG
1041
Park Square Financial Group
Georgia
– -$7.19K -113 Closed
WTFG
1042
Wood Tarver Financial Group
Idaho
– -$6K -96 Closed
SO
1043
Sierra Ocean
California
– -$5.66K -89 Closed
HT
1044
Headlands Technologies
Illinois
– -$5.41K -85 Closed
MAWAG
1045
Mid-American Wealth Advisory Group
Missouri
– -$4.45K -70 Closed
SVCP
1046
Silicon Valley Capital Partners
California
– -$4.07K -64 Closed
B
1047
Birchbrook
Maine
– -$3.69K -58 Closed
BCMLT
1048
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$3.53K -56 Closed
WCM
1049
WealthTrak Capital Management
Virginia
– -$3.18K -50 Closed
NFSG
1050
Newbridge Financial Services Group
Florida
– -$2.8K -44 Closed
39 40 41
42
43

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.