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Superior Planning, LLC’s ENI E Stock Holding History

Superior Planning, LLC’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
Q3 		$25.3K Buy
+466
New +$24.8K 0.01% 608

Other funds holding E

American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's E Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ENI (E) in Q3 2026: 466 shares worth $25.3K. The stake represents 0.01% of the portfolio and ranks #608 among its holdings.

262 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Superior Planning, LLC held 466 shares of ENI worth $25.3K as of Q3 2026.
  • ENI was a new Superior Planning, LLC position in Q3 2026.
  • ENI made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #608 holding.
  • 262 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.