BWM
E icon

Benson Wealth Management’s ENI E Stock Holding History

Benson 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
2026
Q2 		$5.81K Hold
124
– – 0.01% 221
2026
Q1 		$7.02K Hold
124
– – 0.01% 186
2025
Q4 		$4.71K Buy
+124
New +$4.56K 0.01% 209

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Benson Wealth Management's E Position: Q2 2026 in Review

Benson Wealth Management held its ENI (E) position steady in Q2 2026 at 124 shares worth $5.81K. The position accounts for 0.01% of the portfolio, ranked #221.

Benson Wealth Management first reported a position in E in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.02K in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Benson Wealth Management held 124 shares of ENI worth $5.81K as of Q2 2026.
  • Benson Wealth Management left its ENI share count unchanged in Q2 2026.
  • ENI made up 0.01% of Benson Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Benson Wealth Management first reported a position in ENI in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's ENI position peaked at $7.02K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.