Callan Capital’s ENI E Stock Holding History

Callan Capital’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
2025 Q1	$814K	Buy	26,328 +11,426	+77%	+$333K	0.06%	139
2024 Q4	$408K	Buy	14,902 +2,388	+19%	+$70K	0.03%	213
2024 Q3	$379K	Buy	+12,514	New	+$392K	0.03%	225

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BIP

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Callan Capital's E Position: Q1 2025 in Review

Callan Capital increased its ENI (E) stake by 77% in Q1 2025, buying an estimated $333K and bringing the position to 26,328 shares worth $814K. The position accounts for 0.06% of the portfolio, ranked #139.

Callan Capital first reported a position in E in Q3 2024 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold E as of Q1 2025.

Callan Capital held 26,328 shares of ENI worth $814K as of Q1 2025.
Callan Capital bought 11,426 ENI shares in Q1 2025, an estimated $333K.
ENI made up 0.06% of Callan Capital's portfolio in Q1 2025, its #139 holding.
Callan Capital first reported a position in ENI in Q3 2024 and has held it in 3 quarters since.
207 funds tracked by Wall St. Rank held ENI as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.