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Vest Financial, LLC → ES

Vest Financial, LLC ES Position History

Eversource Energy • Utilities

Quarters held
10
Latest value
$244K
Q3 2026
Peak value
$58M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$58M
Q3 2025$714K
Q4 2025$44.8M
Q4 2025$629K
Q1 2026$712K
Q1 2026$49.5M
Q2 2026$51.8M
Q2 2026$745K
Q3 2026$42M
Q3 2026$244K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$244K3.8K——
Q3 2026$42M654.3K——
Q2 2026$745K10.3K——
Q2 2026$51.8M716.4K——
Q1 2026$49.5M715.2K——
Q1 2026$712K10.3K——
Q4 2025$629K9.3K——
Q4 2025$44.8M665.3K——
Q3 2025$714K10.0K——
Q3 2025$58M815.6K——

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