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 Q3	$42.2M	Sell	658,110 -68,595	-9%	-$4.88M	0.44%	113
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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Vest Financial's ES Position: Q3 2026 in Review

Vest Financial reduced its Eversource Energy (ES) stake by 9.4% in Q3 2026, selling an estimated $4.88M and leaving 658,110 shares worth $42.2M. The position accounts for 0.44% of the portfolio, ranked #113.

Vest Financial first reported a position in ES in Q1 2025 and has held it in 7 quarters since. The position peaked at $60.3M in Q1 2025. 409 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Vest Financial held 658,110 shares of Eversource Energy worth $42.2M as of Q3 2026.
Vest Financial sold 68,595 Eversource Energy shares in Q3 2026, an estimated $4.88M.
Eversource Energy made up 0.44% of Vest Financial's portfolio in Q3 2026, its #113 holding.
Vest Financial first reported a position in Eversource Energy in Q1 2025 and has held it in 7 quarters since.
Vest Financial's Eversource Energy position peaked at $60.3M in Q1 2025.
409 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.