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Vest Financial’s Eversource Energy ES Stock Holding History

Vest Financial’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.5M Buy
726,705
+1,230
+0.2% +$85.2K 0.55% 70
2026
Q1 		$50.3M Buy
725,475
+50,872
+8% +$3.6M 0.6% 68
2025
Q4 		$45.4M Sell
674,603
-151,060
-18% -$10.6M 0.58% 94
2025
Q3 		$58.7M Sell
825,663
-95,937
-10% -$6.29M 0.77% 36
2025
Q2 		$58.6M Sell
921,600
-48,816
-5% -$3.01M 0.83% 34
2025
Q1 		$60.3M Buy
+970,416
New +$57.9M 0.94% 27

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Vest Financial's ES Position: Q2 2026 in Review

Vest Financial increased its Eversource Energy (ES) stake by 0.17% in Q2 2026, buying an estimated $85.2K and bringing the position to 726,705 shares worth $52.5M. The position accounts for 0.55% of the portfolio, ranked #70.

Vest Financial first reported a position in ES in Q1 2025 and has held it in 6 quarters since. The position peaked at $60.3M in Q1 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Vest Financial held 726,705 shares of Eversource Energy worth $52.5M as of Q2 2026.
  • Vest Financial bought 1,230 Eversource Energy shares in Q2 2026, an estimated $85.2K.
  • Eversource Energy made up 0.55% of Vest Financial's portfolio in Q2 2026, its #70 holding.
  • Vest Financial first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • Vest Financial's Eversource Energy position peaked at $60.3M in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.