Vontobel Holding
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Vontobel Holding’s Eversource Energy ES Stock Holding History

Vontobel Holding’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 		$40.1M Buy
625,750
+113,924
+22% +$8.11M 0.15% 145
2026
Q2 		$37M Buy
511,826
+8,317
+2% +$576K 0.12% 166
2026
Q1 		$34.9M Buy
503,509
+32,764
+7% +$2.32M 0.12% 157
2025
Q4 		$31.7M Buy
470,745
+409,112
+664% +$28.7M 0.1% 168
2025
Q3 		$4.38M Sell
61,633
-1,706
-3% -$112K 0.01% 404
2025
Q2 		$4.03M Sell
63,339
-31,396
-33% -$1.93M 0.01% 394
2025
Q1 		$5.88M Sell
94,735
-8,504
-8% -$507K 0.02% 293
2024
Q4 		$5.93M Buy
103,239
+17,040
+20% +$1.06M 0.02% 292
2024
Q3 		$5.87M Sell
86,199
-1,515
-2% -$97.9K 0.02% 294
2024
Q2 		$4.97M Buy
87,714
+24,356
+38% +$1.44M 0.02% 304
2024
Q1 		$3.79M Sell
63,358
-6,446
-9% -$371K 0.03% 354
2023
Q4 		$4.31M Sell
69,804
-58,813
-46% -$3.39M 0.04% 322
2023
Q3 		$7.48M Buy
128,617
+18,425
+17% +$1.23M 0.07% 237
2023
Q2 		$7.81M Buy
110,192
+38,227
+53% +$2.85M 0.07% 234
2023
Q1 		$5.63M Buy
71,965
+12,200
+20% +$964K 0.05% 271
2022
Q4 		$5.04M Buy
59,765
+12,072
+25% +$957K 0.05% 276
2022
Q3 		$3.72M Buy
47,693
+40,984
+611% +$3.61M 0.04% 308
2022
Q2 		$561K Sell
6,709
-1,107
-14% -$98.4K 0.01% 688
2022
Q1 		$693K Buy
7,816
+613
+9% +$52.4K 0.01% 709
2021
Q4 		$657K Sell
7,203
-110
-2% -$9.46K 0.01% 748
2021
Q3 		$598K Sell
7,313
-66
-0.9% -$5.73K 0.01% 736
2021
Q2 		$591K Sell
7,379
-757
-9% -$63.7K 0.01% 716
2021
Q1 		$705K Buy
8,136
+28
+0.3% +$2.38K 0.01% 592
2020
Q4 		$694K Buy
+8,108
New +$722K ﹤0.01% 592

Other funds holding ES

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Vontobel Holding's ES Position: Q3 2026 in Review

Vontobel Holding increased its Eversource Energy (ES) stake by 22% in Q3 2026, buying an estimated $8.11M and bringing the position to 625,750 shares worth $40.1M. The position accounts for 0.15% of the portfolio, ranked #145.

Vontobel Holding first reported a position in ES in Q4 2020 and has held it in 24 quarters since. 445 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Vontobel Holding held 625,750 shares of Eversource Energy worth $40.1M as of Q3 2026.
  • Vontobel Holding bought 113,924 Eversource Energy shares in Q3 2026, an estimated $8.11M.
  • Eversource Energy made up 0.15% of Vontobel Holding's portfolio in Q3 2026, its #145 holding.
  • Vontobel Holding first reported a position in Eversource Energy in Q4 2020 and has held it in 24 quarters since.
  • 445 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.