Whittier Trust’s ENI E Stock Holding History

Whittier Trust’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.51K	Buy	183 +8	+5%	+$429	﹤0.01%	1158
2026 Q1	$10.1K	Buy	+175	New	+$7.85K	﹤0.01%	1127
2021 Q2	–	Sell	-5,617	Closed	-$139K	–	1527
2021 Q1	$139K	Buy	+5,617	New	+$127K	﹤0.01%	710
2020 Q4	–	Sell	-5,617	Closed	-$87K	–	1421
2020 Q3	$87K	Sell	5,617 -108	-2%	-$2.01K	﹤0.01%	727
2020 Q2	$110K	Buy	5,725 +1,587	+38%	+$30.5K	﹤0.01%	656
2020 Q1	$82K	Buy	4,138 +1,669	+68%	+$42.3K	﹤0.01%	700
2019 Q4	$76K	Buy	2,469 +1,264	+105%	+$38.7K	﹤0.01%	750
2019 Q3	$37K	Buy	+1,205	New	+$37.3K	﹤0.01%	893
2019 Q1	–	Sell	-600	Closed	-$19K	–	1438
2018 Q4	$19K	Buy	+600	New	+$20.4K	﹤0.01%	958
2017 Q2	–	Sell	-87	Closed	-$3K	–	1270
2017 Q1	$3K	Hold	87	–	–	﹤0.01%	1217
2016 Q4	$3K	Hold	87	–	–	﹤0.01%	1084
2016 Q3	$3K	Hold	87	–	–	﹤0.01%	1081
2016 Q2	$3K	Hold	87	–	–	﹤0.01%	1099
2016 Q1	$3K	Hold	87	–	–	﹤0.01%	1088
2015 Q4	$3K	Sell	87 -13,752	-99%	-$443K	﹤0.01%	1090
2015 Q3	$434K	Hold	13,839	–	–	0.02%	353
2015 Q2	$492K	Hold	13,839	–	–	0.02%	356
2015 Q1	$479K	Buy	13,839 +87	+0.6%	+$3.02K	0.02%	351
2014 Q4	$480K	Hold	13,752	–	–	0.02%	343
2014 Q3	$650K	Hold	13,752	–	–	0.03%	300
2014 Q2	$755K	Hold	13,752	–	–	0.04%	286
2014 Q1	$690K	Hold	13,752	–	–	0.04%	289
2013 Q4	$667K	Hold	13,752	–	–	0.03%	288
2013 Q3	$633K	Sell	13,752 -775	-5%	-$34.8K	0.03%	295
2013 Q2	$596K	Buy	+14,527	New	+$666K	0.03%	297

Other funds holding E

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Whittier Trust's E Position: Q2 2026 in Review

Whittier Trust increased its ENI (E) stake by 4.6% in Q2 2026, buying an estimated $429 and bringing the position to 183 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Whittier Trust first reported a position in E in Q2 2013 and has held it in 25 quarters since. The position peaked at $755K in Q2 2014. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

Whittier Trust held 183 shares of ENI worth $8.51K as of Q2 2026.
Whittier Trust bought 8 ENI shares in Q2 2026, an estimated $429.
ENI made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1158 holding.
Whittier Trust first reported a position in ENI in Q2 2013 and has held it in 25 quarters since.
Whittier Trust's ENI position peaked at $755K in Q2 2014.
348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.