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Laird Norton Wetherby Wealth Management’s Eversource Energy ES Stock Holding History

Laird Norton Wetherby Wealth Management’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
2025
Q3 		$937K Buy
13,178
+1,227
+10% +$80.4K 0.04% 396
2025
Q2 		$760K Buy
+11,951
New +$736K 0.03% 440
2024
Q4 		$575K Buy
10,016
+795
+9% +$49.6K 0.03% 485
2024
Q3 		$627K Buy
9,221
+74
+0.8% +$4.78K 0.03% 493
2024
Q2 		$519K Sell
9,147
-980
-10% -$58.1K 0.02% 527
2024
Q1 		$605K Sell
10,127
-1,932
-16% -$111K 0.03% 502
2023
Q4 		$744K Buy
12,059
+2,547
+27% +$147K 0.04% 420
2023
Q3 		$553K Buy
9,512
+1,705
+22% +$114K 0.03% 486
2023
Q2 		$554K Sell
7,807
-4,266
-35% -$318K 0.03% 503
2023
Q1 		$945K Buy
12,073
+960
+9% +$75.8K 0.06% 349
2022
Q4 		$932K Buy
11,113
+2,213
+25% +$176K 0.06% 344
2022
Q3 		$694K Buy
8,900
+1,389
+18% +$122K 0.05% 380
2022
Q2 		$634K Buy
7,511
+1,278
+21% +$114K 0.04% 415
2022
Q1 		$550K Sell
6,233
-478
-7% -$40.9K 0.03% 494
2021
Q4 		$611K Buy
6,711
+180
+3% +$15.5K 0.03% 453
2021
Q3 		$534K Sell
6,531
-349
-5% -$30.3K 0.03% 483
2021
Q2 		$552K Sell
6,880
-1,000
-13% -$84.2K 0.03% 478
2021
Q1 		$682K Sell
7,880
-1,286
-14% -$109K 0.05% 351
2020
Q4 		$793K Buy
9,166
+938
+11% +$83.5K 0.05% 330
2020
Q3 		$688K Sell
8,228
-1,159
-12% -$99.2K 0.06% 307
2020
Q2 		$782K Buy
9,387
+793
+9% +$65.7K 0.07% 258
2020
Q1 		$672K Sell
8,594
-39
-0.5% -$3.42K 0.08% 253
2019
Q4 		$734K Sell
8,633
-153
-2% -$12.7K 0.07% 294
2019
Q3 		$751K Buy
8,786
+137
+2% +$10.9K 0.08% 281
2019
Q2 		$655K Buy
8,649
+255
+3% +$18.7K 0.07% 305
2019
Q1 		$596K Buy
8,394
+500
+6% +$34.4K 0.07% 321
2018
Q4 		$513K Buy
7,894
+125
+2% +$8.14K 0.07% 319
2018
Q3 		$477K Sell
7,769
-13
-0.2% -$795 0.06% 376
2018
Q2 		$456K Sell
7,782
-219
-3% -$12.6K 0.06% 362
2018
Q1 		$471K Sell
8,001
-60
-0.7% -$3.55K 0.07% 357
2017
Q4 		$509K Buy
8,061
+294
+4% +$18.6K 0.07% 341
2017
Q3 		$469K Buy
7,767
+148
+2% +$9.13K 0.07% 347
2017
Q2 		$463K Buy
7,619
+110
+1% +$6.68K 0.08% 316
2017
Q1 		$441K Buy
7,509
+112
+2% +$6.37K 0.08% 320
2016
Q4 		$409K Buy
7,397
+507
+7% +$27.1K 0.08% 317
2016
Q3 		$373K Sell
6,890
-214
-3% -$12.1K 0.08% 319
2016
Q2 		$426K Sell
7,104
-710
-9% -$40.2K 0.09% 263
2016
Q1 		$456K Buy
7,814
+96
+1% +$5.24K 0.11% 229
2015
Q4 		$394K Buy
7,718
+1,779
+30% +$90.5K 0.09% 249
2015
Q3 		$301K Buy
5,939
+198
+3% +$9.54K 0.08% 312
2015
Q2 		$261K Buy
5,741
+811
+16% +$39.3K 0.06% 362
2015
Q1 		$249K Buy
4,930
+200
+4% +$10.5K 0.06% 370
2014
Q4 		$253K Buy
+4,730
New +$236K 0.06% 355

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's ES Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Eversource Energy (ES) stake by 10% in Q3 2025, buying an estimated $80.4K and bringing the position to 13,178 shares worth $937K. The position accounts for 0.04% of the portfolio, ranked #396.

Laird Norton Wetherby Wealth Management first reported a position in ES in Q4 2014 and has held it in 43 quarters since. The position peaked at $945K in Q1 2023. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 13,178 shares of Eversource Energy worth $937K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 1,227 Eversource Energy shares in Q3 2025, an estimated $80.4K.
  • Eversource Energy made up 0.04% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #396 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Eversource Energy in Q4 2014 and has held it in 43 quarters since.
  • Laird Norton Wetherby Wealth Management's Eversource Energy position peaked at $945K in Q1 2023.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.