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
↑ +50
Streak
8Q ▲
Buyers last Q
60%

Smart Money Signals — ES

Based on 1062 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
1,062 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 — +23% more funds vs a year ago

fund count last 6Q
+202 new funds entered over the past year (+23% 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.
🟢

More buyers than sellers — 60% buying

598 buying399 selling
Last quarter: 598 funds were net buyers (145 opened a brand new position + 453 added to an existing one). Only 399 were sellers (304 trimmed + 95 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~145 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 139 → 138 → 141 → 145. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 19% new
645 out of 1,062 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.
➡️

Steady discovery — ~145 new funds/quarter

121 → 139 → 138 → 141 → 145 new funds/Q
New funds entering each quarter: 139 → 138 → 141 → 145. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 24% newcomers

■ 66% veterans ■ 10% 1-2yr ■ 24% new
Entry-cohort mix of 1,080 holders: 708 (66%) are 2+ year veterans, 110 entered 1–2 years ago, and 262 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
64 of 1057 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.7
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.

Institutional Sentiment Summary — ES

In 2026 Q1, 598 hedge funds were net buyers of ES (145 opened a new position, 453 added to an existing one), while 399 reduced or exited (304 trimmed, 95 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 48% of total institutional value in ES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +50 funds (more new holders than closures). Total institutional holders: 1062.

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

-- --

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

Is It Too Late to Buy Eversource Energy (ES) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ES has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 91d ago
ES
+6.5%
XLU
+1.1%

ES outperformed XLU by +5.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
ES
+11.1%
XLU
+5.7%

Since the filing became public, ES outperformed XLU by +5.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

59 top-rated funds 4 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1052 1012 3.95%
13F Shares 315M 326M -3.32%
Total Value $39.74B $37.31B 6.51%
New Positions 142 141 +1
Increased Positions 444 393 +51
Closed Positions 102 94 +8
Reduced Positions 300 325 -25
Total Calls 12 12 -
Total Puts 11 10 10.0%
PUT/CALL Ratio 0.92 0.83 Neutral

Statistics: ES

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Act Two Investors LLC 6.26% 409,326 $28.4M
2 Zimmer Partners, LP 5.58% 3,342,607 $231.6M
3 Magellan Asset Management Ltd 5.56% 6,182,582 $428.3M
4 Ausbil Investment Management Ltd 3.29% 94,876 $6.6M
5 Vennlight Capital Management, LP 2.84% 40,500 $2.8M
6 Morgan Dempsey Capital Management LLC 2.26% 71,713 $5.0M
7 Kinloch Capital, LLC 1.80% 63,712 $4.4M
8 John G Ullman & Associates Inc 1.78% 193,788 $13.4M
9 Catherine Avery Investment Management LLC 1.71% 55,000 $3.8M
10 Edmp, INC. 1.63% 29,058 $2.0M
11 Savior LLC 1.52% 6,150 $426K
12 Riverview Capital Advisers, LLC 1.51% 65,277 $4.5M
13 Camelot Portfolios, LLC 1.19% 23,137 $1.6M
14 Aventail Capital Group, LP 0.98% 296,428 $20.5M
15 McKinney Capital Management, LLC 0.94% 15,879 $1.1M
16 Schnieders Capital Management, LLC. 0.91% 82,927 $5.7M
17 Somerset Trust Co 0.89% 41,672 $2.9M
18 Twinbeech Capital LP 0.87% 120,554 $8.4M
19 Sound Income Strategies, LLC 0.85% 253,389 $17.6M
20 DC Investments Management, LLC 0.81% 30,471 $2.1M
21 Twin City Private Wealth, LLC 0.72% 13,637 $945K
22 Nfj Investment Group, LLC 0.68% 259,918 $18.0M
23 Fulcrum Asset Management LLP 0.68% 65,726 $4.5M
24 Northcape Wealth Management, LLC 0.65% 34,427 $2.4M
25 1834 Investment Advisors Co 0.64% 73,892 $5.1M
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 — 8 quarters in a row: For 8 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?

More buyers than sellers — 60% buying: Last quarter: 598 funds were net buyers (145 opened a brand new position + 453 added to an existing one). Only 399 were sellers (304 trimmed + 95 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ES holders?

Elite ownership — 48% AUM from top-100 funds: 64 of 1057 holders are among the 100 largest funds by AUM, controlling 48% 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?

61% of holders stayed for 2+ years: 645 out of 1,062 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.

Is it too late to buy Eversource Energy (ES) following the 2026 Q1 hedge fund 13F filings?

As of today, ES has moved +11.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.7% for the XLU sector ETF — an outperformance of +5.4%. Since the quarter end (March 31, 2026), ES has gained +6.5% vs +1.1% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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