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Bogart Wealth LLC’s ENI E Stock Holding History

Bogart Wealth 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
Q2 		$1.17K Buy
25
+11
+79% +$589 ﹤0.01% 1583
2026
Q1 		$793 Buy
+14
New +$628 ﹤0.01% 1498
2018
Q2 		– Sell
-36
Closed -$1K – 352
2018
Q1 		$1K Hold
36
– – ﹤0.01% 321
2017
Q4 		$1K Hold
36
– – ﹤0.01% 313
2017
Q3 		$1K Buy
+36
New +$1.13K ﹤0.01% 306

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

Bogart Wealth LLC's E Position: Q2 2026 in Review

Bogart Wealth LLC increased its ENI (E) stake by 79% in Q2 2026, buying an estimated $589 and bringing the position to 25 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Bogart Wealth LLC first reported a position in E in Q3 2017 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Bogart Wealth LLC held 25 shares of ENI worth $1.17K as of Q2 2026.
  • Bogart Wealth LLC bought 11 ENI shares in Q2 2026, an estimated $589.
  • ENI made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1583 holding.
  • Bogart Wealth LLC first reported a position in ENI in Q3 2017 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.