Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EVERSOURCE ENERGY (ES)

965 + 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
↑ +46
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — ES

Based on 947 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
947 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+155 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

503 buying399 selling
Last quarter: 503 funds bought or added vs 399 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.
➡️

Steady new buyers — ~133 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 112 → 130 → 128 → 133. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
607 out of 947 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.
💰

Value +67% but shares only +5% — price-driven

Value
+66%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +67%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~133 new funds/quarter

89 → 112 → 130 → 128 → 133 new funds/Q
New funds entering each quarter: 112 → 130 → 128 → 133. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 965 current holders: 656 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
41 of 947 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

110 top-rated funds 4 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: ES
2026 Q1 Stats Unlock in 16 days 965 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 965 916 5.35%
13F Shares 318M 304M 4.82%
Total Value $36.84B $22.09B 66.77%
New Positions 135 130 +5
Increased Positions 391 384 +7
Closed Positions 88 88 -
Reduced Positions 333 279 +54
Total Calls 12 11 9.09%
Total Puts 10 9 11.11%
PUT/CALL Ratio 0.83 0.82 Neutral

Statistics: ES

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

965 + investors

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

Top 25 institutional holders of ES — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ausbil Investment Management Ltd 3.29% 94,876 $6.6M
2 OLD REPUBLIC INTERNATIONAL CORP 1.94% 703,933 $49K
3 EDMP, INC. 1.63% 29,058 $2.0M
4 Savior LLC 1.52% 6,150 $426K
5 Somerset Trust Co 0.89% 41,672 $2.9M
6 Sound Income Strategies, LLC 0.85% 253,389 $17.6M
7 TWIN CITY PRIVATE WEALTH, LLC 0.72% 13,637 $945K
8 NORTHCAPE WEALTH MANAGEMENT, LLC 0.65% 34,427 $2.4M
9 CENTRAL VALLEY ADVISORS, LLC 0.63% 33,493 $2.3M
10 Castellan Group 0.63% 65,923 $4.6M
11 Vest Financial, LLC 0.60% 725,475 $50.3M
12 WINCAP FINANCIAL LLC 0.60% 13,092 $907K
13 Hilton Head Capital Partners, LLC 0.55% 14,167 $981K
14 Finivi Inc. 0.51% 13,448 $932K
15 Argent Advisors, Inc. 0.49% 25,858 $1.8M
16 Soltis Investment Advisors LLC 0.46% 105,004 $7.3M
17 American State Bank (Iowa) 0.45% 5,436 $470K
18 TOUNJIAN ADVISORY PARTNERS, LLC 0.43% 17,378 $1.2M
19 WEDGE CAPITAL MANAGEMENT L L P/NC 0.40% 311,407 $21.6M
20 UNION SAVINGS BANK 0.38% 12,496 $866K
21 ZWJ INVESTMENT COUNSEL INC 0.38% 151,051 $10.5M
22 Boston Trust Walden Corp 0.37% 646,277 $44.8M
23 BFSG, LLC 0.36% 54,611 $3.8M
24 First PREMIER Bank 0.35% 21,593 $1K
25 VISIONARY HORIZONS, LLC 0.34% 10,052 $696K
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 — 4 quarters in a row: For 4 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 — 56% buying: Last quarter: 503 funds bought or added vs 399 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?

Strong quality — 34% AUM from major funds: 41 of 947 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ES?

64% of holders stayed for 2+ years: 607 out of 947 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.