Vest Financial, LLC

Position in ES — Eversource Energy

CIK 1709632 MCLEAN, VA

Position in ES

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$52,518,969

+$2,258,062 QoQ

Shares Held

726,705

+0.2% QoQ

Ownership

0.193%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#63

of 1,109 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Vest Financial, LLC holds $171,250,622 across 5 Utilities - Regulated Electric names. ES ranks #2 (30.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	654,669	$57,460,297
2	ES	Eversource Energy This page	726,705	$52,518,969
3	ED	Consolidated Edison Inc	448,826	$49,653,620
4	SO	Southern Co	62,762	$6,006,951
5	DUK	Duke Energy CORP	44,326	$5,610,785

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,518,969	726,705	+0.2%	Shares	Defined	2026-07-24
2026-03-31	$50,260,907	725,475	+7.5%	Shares	Sole	2026-04-24
2025-12-31	$45,421,019	674,603	-18.3%	Shares	Defined	2026-01-30
2025-09-30	$58,737,665	825,663	-10.4%	Shares	Defined	2025-10-30
2025-06-30	$58,632,191	921,600	-5.0%	Shares	Sole	2025-07-25
2025-03-31	$60,272,536	970,416	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.