AE Wealth Management’s ENI E Stock Holding History

AE Wealth Management’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
2023 Q1	–	Sell	-28,963	Closed	-$830K	–	1907
2022 Q4	$830K	Buy	+28,963	New	+$781K	0.01%	1057

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AE Wealth Management's E Position: Q1 2023 in Review

AE Wealth Management sold out of ENI (E) in Q1 2023, closing a stake of 28,963 shares — an estimated $830K sold.

AE Wealth Management first reported a position in E in Q4 2022 and held it in 1 quarter. The position peaked at $830K in Q4 2022. 187 funds tracked by Wall St. Rank hold E as of Q1 2023.

AE Wealth Management reported no remaining ENI position as of Q1 2023 after selling out during the quarter.
AE Wealth Management sold 28,963 ENI shares in Q1 2023, an estimated $830K.
AE Wealth Management first reported a position in ENI in Q4 2022 and held it in 1 quarter.
AE Wealth Management's ENI position peaked at $830K in Q4 2022.
187 funds tracked by Wall St. Rank held ENI as of Q1 2023.

Based on AE Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.