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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.79B +$21M +351,780 +0.8%
BlackRock
2
BlackRock
New York
$2.45B +$38.4M +643,418 +2%
State Street
3
State Street
Massachusetts
$1.67B +$16.2M +271,557 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.07B +$44.1M +739,448 +4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$672M +$207M +3,465,355 +47%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$561M -$29.6M -495,760 -5%
MAM
7
Magellan Asset Management
Australia
$427M +$24M +401,866 +6%
Amundi
8
Amundi
France
$401M -$237K -3,978 -0.1%
Invesco
9
Invesco
Georgia
$375M +$1.93M +32,304 +0.5%
Charles Schwab
10
Charles Schwab
California
$366M -$241M -4,046,952 -41%
UBS AM
11
UBS AM
Illinois
$354M +$11M +185,146 +3%
Morgan Stanley
12
Morgan Stanley
New York
$337M +$15.3M +255,677 +5%
Legal & General Group
13
Legal & General Group
United Kingdom
$328M +$9.7M +162,531 +3%
N
14
Nuveen
North Carolina
$286M -$66.8M -1,118,932 -20%
Northern Trust
15
Northern Trust
Illinois
$245M +$14.3M +239,440 +6%
American Century Companies
16
American Century Companies
Missouri
$237M -$46.9M -785,480 -17%
Norges Bank
17
Norges Bank
Norway
$221M +$16M +267,959 +8%
UBS Group
18
UBS Group
Switzerland
$216M +$30.8M +516,993 +17%
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$213M +$181K +3,028 +0.1%
ProShare Advisors
20
ProShare Advisors
Maryland
$192M +$180M +3,009,886 +3,632%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$182M +$13.3M +222,104 +8%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$157M -$11M -183,941 -7%
Mitsubishi UFJ Trust & Banking
23
Mitsubishi UFJ Trust & Banking
Japan
$144M -$67.1M -1,125,474 -33%
Goldman Sachs
24
Goldman Sachs
New York
$139M -$68.6M -1,150,122 -34%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$138M -$10.3M -172,126 -7%

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.