Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eversource Energy (ES)

1K + Investors. Track Smart Money conviction in ES. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
9Q ▲
Buyers last Q
59%

Smart Money Signals — ES

Based on 1112 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added ES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,112 hedge funds hold ES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+191 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

628 buying434 selling
Last quarter: 628 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new ES position: 139 → 141 → 145 → 161. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 21% new
667 out of 1,112 hedge funds have held ES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -43%

Value
-42%
Shares
+1%
Last quarter: funds added +2% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~161 new funds/quarter

140 → 139 → 141 → 145 → 161 new funds/Q
New funds entering each quarter: 139 → 141 → 145 → 161. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 25% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 25% new
Entry-cohort mix of 1,124 holders: 728 (65%) are 2+ year veterans, 119 entered 1–2 years ago, and 277 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
66 of 1107 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in ES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ES

In 2026 Q2, 628 hedge funds were net buyers of ES (161 opened a new position, 467 added to an existing one), while 434 reduced or exited (321 trimmed, 113 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 64% of total institutional value in ES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +48 funds (more new holders than closures). Total institutional holders: 1112.

Hedge Fund Ownership: ES

How many hedge funds hold ES — quarterly history vs. share price
Quarterly hedge fund ownership of ES vs. share price

Market Analysis: ES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ES

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 4 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: ES
1K + Investors

Track Smart Money conviction in ES. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1107 1064 4.04%
13F Shares 323M 318M 1.55%
Total Value $22.88B $39.96B -42.74%
New Positions 161 145 +16
Increased Positions 463 445 +18
Closed Positions 113 96 +17
Reduced Positions 317 304 +13
Total Calls 9 12 -25.0%
Total Puts 6 11 -45.45%
PUT/CALL Ratio 0.67 0.92 Bullish

Statistics: ES

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ES. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ES holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Magellan Asset Management Ltd 5.55% 3,437,065 $248.4M
2 Zimmer Partners, LP 4.48% 2,691,701 $194.5M
3 Act Two Investors LLC 3.48% 238,057 $17.2M
4 Ausbil Investment Management Ltd 3.10% 94,876 $6.9M
5 Beck Bode, LLC 3.01% 275,147 $19.9M
6 Morgan Dempsey Capital Management LLC 2.29% 73,953 $5.3M
7 Brick & Kyle, Associates 2.03% 88,865 $6.2M
8 Kinloch Capital, LLC 1.72% 65,120 $4.7M
9 Edmp, INC. 1.69% 29,101 $2.1M
10 Catherine Avery Investment Management LLC 1.62% 51,329 $3.7M
11 John G Ullman & Associates Inc 1.61% 183,791 $13.3M
12 Electron Capital Partners, LLC 1.46% 507,164 $36.7M
13 Riverview Capital Advisers, LLC 1.33% 64,421 $4.7M
14 Savior LLC 1.27% 6,150 $444K
15 Slagle Financial, LLC 1.03% 47,641 $3.4M
16 Camelot Portfolios, LLC 0.88% 17,311 $1.3M
17 Somerset Trust Co 0.86% 42,110 $3.0M
18 Sound Income Strategies, LLC 0.82% 254,130 $18.4M
19 Schnieders Capital Management, LLC. 0.81% 85,704 $6.2M
20 DC Investments Management, LLC 0.75% 30,471 $2.2M
21 Constant Guidance Financial LLC 0.74% 16,349 $1.2M
22 1834 Investment Advisors Co 0.71% 86,248 $6.2M
23 Twin City Private Wealth, LLC 0.69% 13,633 $985K
24 Ontario Teachers Pension Plan Board 0.66% 1,437,437 $103.9M
25 Northcape Wealth Management, LLC 0.66% 34,672 $2.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eversource Energy (ES)

What does the Smart Money Trend signal show for ES?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added ES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ES?

Slight buying edge — 59% buying: Last quarter: 628 funds bought or added vs 434 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ES holders?

Elite ownership — 64% AUM from top-100 funds: 66 of 1107 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in ES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ES?

60% of holders stayed for 2+ years: 667 out of 1,112 hedge funds have held ES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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