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Whittier Trust’s Eversource Energy ES Stock Holding History

Whittier Trust’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
2026
Q1 		$159K Sell
2,288
-462
-17% -$32.6K ﹤0.01% 630
2025
Q4 		$185K Sell
2,750
-935
-25% -$65.7K ﹤0.01% 612
2025
Q3 		$267K Buy
3,685
+39
+1% +$2.56K ﹤0.01% 535
2025
Q2 		$232K Hold
3,646
– – ﹤0.01% 629
2025
Q1 		$226K Sell
3,646
-4,086
-53% -$244K ﹤0.01% 631
2024
Q4 		$444K Buy
7,732
+245
+3% +$15.3K 0.01% 513
2024
Q3 		$509K Sell
7,487
-99
-1% -$6.4K 0.01% 499
2024
Q2 		$430K Sell
7,586
-104
-1% -$6.17K 0.01% 511
2024
Q1 		$460K Buy
7,690
+19
+0.2% +$1.09K 0.01% 500
2023
Q4 		$473K Sell
7,671
-1,195
-13% -$68.9K 0.01% 484
2023
Q3 		$516K Buy
8,866
+57
+0.6% +$3.8K 0.01% 460
2023
Q2 		$625K Buy
8,809
+6
+0.1% +$447 0.01% 428
2023
Q1 		$689K Sell
8,803
-920
-9% -$72.7K 0.01% 411
2022
Q4 		$815K Buy
9,723
+1,187
+14% +$94.1K 0.02% 388
2022
Q3 		$665K Buy
8,536
+45
+0.5% +$3.97K 0.01% 407
2022
Q2 		$717K Buy
8,491
+215
+3% +$19.1K 0.01% 403
2022
Q1 		$730K Buy
8,276
+56
+0.7% +$4.79K 0.01% 428
2021
Q4 		$748K Buy
8,220
+1,310
+19% +$113K 0.01% 424
2021
Q3 		$565K Buy
6,910
+627
+10% +$54.4K 0.01% 441
2021
Q2 		$504K Buy
6,283
+291
+5% +$24.5K 0.01% 471
2021
Q1 		$519K Buy
+5,992
New +$509K 0.01% 464
2020
Q4 		– Sell
-4,839
Closed -$405K – 1431
2020
Q3 		$405K Buy
4,839
+73
+2% +$6.25K 0.01% 459
2020
Q2 		$397K Sell
4,766
-2,148
-31% -$178K 0.01% 428
2020
Q1 		$541K Buy
6,914
+4,325
+167% +$379K 0.02% 372
2019
Q4 		$220K Buy
2,589
+229
+10% +$19K 0.01% 543
2019
Q3 		$202K Hold
2,360
– – 0.01% 551
2019
Q2 		$179K Sell
2,360
-9
-0.4% -$659 0.01% 551
2019
Q1 		$168K Buy
2,369
+9
+0.4% +$620 0.01% 558
2018
Q4 		$153K Hold
2,360
– – 0.01% 549
2018
Q3 		$145K Hold
2,360
– – ﹤0.01% 566
2018
Q2 		$138K Hold
2,360
– – ﹤0.01% 566
2018
Q1 		$139K Hold
2,360
– – ﹤0.01% 574
2017
Q4 		$149K Buy
2,360
+1,160
+97% +$73.3K 0.01% 550
2017
Q3 		$73K Hold
1,200
– – ﹤0.01% 666
2017
Q2 		$73K Hold
1,200
– – ﹤0.01% 636
2017
Q1 		$71K Hold
1,200
– – ﹤0.01% 648
2016
Q4 		$66K Sell
1,200
-856
-42% -$45.7K ﹤0.01% 663
2016
Q3 		$112K Hold
2,056
– – ﹤0.01% 547
2016
Q2 		$123K Hold
2,056
– – 0.01% 547
2016
Q1 		$120K Buy
2,056
+656
+47% +$35.8K 0.01% 548
2015
Q4 		$71K Hold
1,400
– – ﹤0.01% 658
2015
Q3 		$71K Sell
1,400
-500
-26% -$24.1K ﹤0.01% 647
2015
Q2 		$86K Buy
1,900
+1,700
+850% +$82.4K ﹤0.01% 629
2015
Q1 		$10K Hold
200
– – ﹤0.01% 1012
2014
Q4 		$11K Hold
200
– – ﹤0.01% 865
2014
Q3 		$9K Hold
200
– – ﹤0.01% 867
2014
Q2 		$9K Hold
200
– – ﹤0.01% 876
2014
Q1 		$9K Hold
200
– – ﹤0.01% 894
2013
Q4 		$8K Hold
200
– – ﹤0.01% 919
2013
Q3 		$8K Hold
200
– – ﹤0.01% 919
2013
Q2 		$8K Buy
+200
New +$8.65K ﹤0.01% 913

Other funds holding ES

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whittier Trust's ES Position: Q1 2026 in Review

Whittier Trust reduced its Eversource Energy (ES) stake by 17% in Q1 2026, selling an estimated $32.6K and leaving 2,288 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Whittier Trust first reported a position in ES in Q2 2013 and has held it in 51 quarters since. The position peaked at $815K in Q4 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Whittier Trust held 2,288 shares of Eversource Energy worth $159K as of Q1 2026.
  • Whittier Trust sold 462 Eversource Energy shares in Q1 2026, an estimated $32.6K.
  • Eversource Energy made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #630 holding.
  • Whittier Trust first reported a position in Eversource Energy in Q2 2013 and has held it in 51 quarters since.
  • Whittier Trust's Eversource Energy position peaked at $815K in Q4 2022.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.