Eversource Energy

ES • NYSE

Eversource Energy is a regulated electric company in the utilities sector on NYSE, led by Joseph R. Nolan Jr., with a market cap of $26.1B. As of Q3 2025, 85% of shares are held by 953 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.61%.

CEOJoseph R. Nolan Jr.

Market Cap$26.1B

Regulated Electric

Utilities

Employees10.2K

Websiteeversource.com

Country

United States of America

Overview

Overview of institutional ownership in ES as of Q3 2025 with a market cap of $26.4B

All Institutions

Institutions: 953
Value Held: $22.5B
Shares Held: 308.5M
Avg Position: $23.6M
Median Position: $632.4K

Hedge Funds

Hedge Funds: 60
Value Held: $991.3M
Shares Held: 13.9M
Avg Position: $16.5M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

81.43%

$21.5B

Hedge Funds

3.75%

$991.3M

Retail & Other

14.81%

$3.9B

Based on market cap of $26.4B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ES as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.3B 0.05% of portfolio	12.61% 46.8M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$2.9B 0.05% of portfolio	10.99% 40.8M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.9B 0.07% of portfolio	7.21% 26.7M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$970.7M 0.61% of portfolio	1.59% 5.9M shares	Q2 2015 Held for 10y 6m	$158.22B
FMR LLC Institution	-	$763.3M 0.04% of portfolio	2.89% 10.7M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$668.9M 0.04% of portfolio	2.54% 9.4M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
Magellan Asset Management Ltd Long Only Manager	Sophia Sally Rahmani CEO	$526.9M 6.24% of portfolio	2.00% 7.4M shares	≤ Q2 2013 Held for 12y 6m+	$8.4B
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	James Poucher CEO	$437.0M 0.09% of portfolio	1.66% 6.1M shares	≤ Q2 2013 Held for 12y 6m+	$460.61B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$417.9M 0.07% of portfolio	1.58% 5.9M shares	≤ Q2 2013 Held for 12y 6m+	$620.51B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$401.3M 0.02% of portfolio	1.52% 5.6M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T

Net Capital Flow

Institutional buying and selling activity for ES in Q3 2025

Traded: +$376.8M
Buyers: 512
Sellers: 346
Total Bought: +$1.7B
Total Sold: −$1.3B
Avg Position: $21.9M

Biggest Buyers

Institution	Net Bought	Current Position
BlackRock, Inc. Institution	+$119.1M +1.7M shares	$2.9B 40.8M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$103.2M +1.5M shares	$213.4M 3.0M shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$102.3M +1.4M shares	$127.1M 1.8M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$91.6M +1.3M shares	$91.6M 1.3M shares
L LSV ASSET MANAGEMENT Long Only Manager	+$85.6M +1.2M shares	$111.4M 1.6M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$83.2M +505.5K shares	$970.7M 5.9M shares
VANGUARD GROUP INC Institution	+$82.6M +1.2M shares	$3.3B 46.8M shares
GOLDMAN SACHS GROUP INC Institution	+$80.1M +1.1M shares	$266.1M 3.7M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$66.9M +940.7K shares	$66.9M 940.7K shares
R ROYAL BANK OF CANADA Institution	+$61.4M +862.8K shares	$224.2M 3.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$171.3M −2.7M shares	Sold Off 0 shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$129.3M −1.8M shares	$179.9M 2.5M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$103.6M −1.5M shares	$106.9M 1.5M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$82.7M −1.2M shares	$210.9M 3.0M shares
Pictet Asset Management Holding SA Long Only Manager	−$76.6M −1.1M shares	$99.2M 1.4M shares
C Covalis Capital LLP Institution	−$66.7M −937.4K shares	$13.1M 184.5K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	−$55.6M −873.5K shares	Sold Off 0 shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	−$47.4M −665.8K shares	$24.7M 347.3K shares
Z Zimmer Partners, LP Hedge Fund•Long/Short	−$44.1M −619.4K shares	$266.9M 3.8M shares
MORGAN STANLEY RIA/Wealth	−$42.9M −603.2K shares	$401.3M 5.6M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ES in Q3 2025

New Positions: 55
New Value: $27.8M
Exited Positions: 71
Exited Value: $301.5M

New Positions

Institution	Position Value
B Brick & Kyle, Associates Institution	$7.1M 99.3K shares
Morningstar Investment Management LLC Long Only Manager	$3.9M 55.3K shares
LEE JOHNSON CAPITAL MANAGEMENT, LLC RIA/Wealth	$2.4M 33.6K shares
BetterWealth, LLC RIA/Wealth	$1.4M 19.0K shares
TOUNJIAN ADVISORY PARTNERS, LLC Family Office	$1.2M 16.2K shares
Pallas Capital Advisors LLC RIA/Wealth	$1.1M 16.1K shares
Buckingham Strategic Partners RIA/Wealth	$1.0M 13.9K shares
Steel Peak Wealth Management LLC RIA/Wealth	$868.2K 12.2K shares
Maridea Wealth Management LLC RIA/Wealth	$676.8K 9.3K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$624.9K 8.8K shares

Exited Positions

Institution	Previous Position
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$171.3M 2.7M shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	$55.6M 873.5K shares
A AXA Institution	$18.4M 288.6K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	$12.9M 203.2K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$9.8M 154.7K shares
K KEMPEN CAPITAL MANAGEMENT N.V. Institution	$8.0M 125.5K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$3.8M 60.0K shares
T Tredje AP-fonden Institution	$2.5M 39.7K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$1.9M 29.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$1.6M 25.8K shares

Options Activity

Institutions with the largest Call and Put options positions in ES as of Q3 2025

Call Positions: 12
Call Value: $51.2M
Put Positions: 10
Put Value: $117.0M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$15.6M 2.2K contracts
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$14.2M 2.0K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$7.4M 1.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$5.1M 717.0 contracts
P PEAK6 LLC Institution	$4.5M 639.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.3M 333.0 contracts
Walleye Trading LLC RIA/Wealth	$875.0K 123.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$583.3K 82.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$490.9K 69.0 contracts
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	$7.1K 1.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$74.9M 10.5K contracts
Z Zimmer Partners, LP Hedge Fund•Long/Short	$35.6M 5.0K contracts
W WOLVERINE TRADING, LLC Institution	$1.3M 181.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.2M 175.0 contracts
J JANE STREET GROUP, LLC Institution	$1.2M 164.0 contracts
Walleye Trading LLC RIA/Wealth	$1.1M 160.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$903.5K 127.0 contracts
C Capula Management Ltd Institution	$818.1K 115.0 contracts
P PEAK6 LLC Institution	$7.1K 1.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with ES as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Z Zimmer Partners, LP Hedge Fund•Long/Short	Stuart Jason Zimmer CEO	6.72% $266.9M	1.01% 3.8M shares	Q1 2018 Held for 7y 9m	$4.0B
Magellan Asset Management Ltd Long Only Manager	Sophia Sally Rahmani CEO	6.24% $526.9M	2.00% 7.4M shares	≤ Q2 2013 Held for 12y 6m+	$8.4B
A Act Two Investors LLC RIA/Wealth	Jeffrey Robert Scharf CCO	5.30% $29.9M	0.11% 420.1K shares	Q1 2025 Held for 9 months	$564.2M
Castellan Group, LLC Family Office	Barry Charles Brauch Managing Partner	4.71% $4.1M	0.02% 57.6K shares	Q4 2024 Held for 1 year	$87.1M
A Aventail Capital Group, LP Hedge Fund•Long/Short	John (Nmn) Lee COO	4.63% $97.2M	0.37% 1.4M shares	Q3 2024 Held for 1y 3m	$2.1B
A Ausbil Investment Management Ltd Long Only Manager	Mark Gregory Knight CEO	3.91% $7.3M	0.03% 102.3K shares	Q2 2025 Held for 6 months	$187.5M
B Brick & Kyle, Associates Institution	-	2.77% $7.1M	0.03% 99.3K shares	Q3 2025 Held for 3 months	$255.0M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC Long Only Manager	David Wayne Durham CCO	2.57% $5.8M	0.02% 81.2K shares	Q3 2024 Held for 1y 3m	$224.8M
Savior LLC RIA/Wealth	Todd Michael Ingwersen Managing Partner	1.95% $437.5K	0.00% 6.2K shares	Q4 2019 Held for 6 years	$22.5M
E EDMP, INC. RIA/Wealth	Julie Cycenas Carnevale President	1.90% $2.4M	0.01% 33.7K shares	Q1 2025 Held for 9 months	$126.2M

Hedge Fund Spotlight

Discover hedge funds investing in ES

Cutler Capital Management, LLC

Hedge Fund • Convert Bond Arb

Portfolio ManagerGeoffrey Kristopher Allan Dancey

Portfolio Value: $205.9M
Positions: 83
Last Reported: Q3 2025

Sector Allocation

Position in Eversource Energy

Market Value: $622.3K
Shares Held: 8.7K
Portfolio Weight: 0.30%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Agnico Eagle Mines AEM	Gold Basic Materials	$20.6M	10.02%
2 MetLife MET	Insurance - Life Financial Services	$13.6M	6.63%
3 CTO Realty Growth CTO	REIT - Diversified Real Estate	$10.8M	5.26%