Vest Financial, LLC

Position in ES — Eversource Energy

CIK 1709632 MCLEAN, VA

Position in ES

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$50,260,907

+$4,839,888 QoQ

Shares Held

725,475

+7.5% QoQ

Ownership

0.193%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Utilities · as of Mar 31, 2026

Vest Financial, LLC holds $186,583,053 across 5 Utilities - Regulated Electric names. ES ranks #3 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	734,376	$68,208,842
2	ED	Consolidated Edison Inc	498,694	$56,442,186
3	ES	Eversource Energy This page	725,475	$50,260,907
4	SO	Southern Co	61,752	$5,960,302
5	DUK	Duke Energy CORP	43,614	$5,710,816

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.