Bourgeon Capital Management’s ENI E Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-38	Closed	-$1.29K	–	178
2023 Q4	$1.29K	Buy	38 +19	+100%	+$618	﹤0.01%	321
2023 Q3	$607	Buy	+19	New	+$586	﹤0.01%	331

Other funds holding E

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

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

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

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

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

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bourgeon Capital Management's E Position: Q1 2024 in Review

Bourgeon Capital Management sold out of ENI (E) in Q1 2024, closing a stake of 38 shares — an estimated $1.29K sold.

Bourgeon Capital Management first reported a position in E in Q3 2023 and held it in 2 quarters. The position peaked at $1.29K in Q4 2023. 221 funds tracked by Wall St. Rank hold E as of Q1 2024.

Bourgeon Capital Management reported no remaining ENI position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 38 ENI shares in Q1 2024, an estimated $1.29K.
Bourgeon Capital Management first reported a position in ENI in Q3 2023 and held it in 2 quarters.
Bourgeon Capital Management's ENI position peaked at $1.29K in Q4 2023.
221 funds tracked by Wall St. Rank held ENI as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.