Capital A Wealth Management’s ENI E Stock Holding History

Capital A 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
2025 Q2	–	Sell	-109	Closed	-$3.37K	–	557
2025 Q1	$3.37K	Hold	109	–	–	﹤0.01%	426
2024 Q4	$2.98K	Buy	+109	New	+$3.19K	﹤0.01%	439

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

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

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

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

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

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

Capital A Wealth Management's E Position: Q2 2025 in Review

Capital A Wealth Management sold out of ENI (E) in Q2 2025, closing a stake of 109 shares — an estimated $3.37K sold.

Capital A Wealth Management first reported a position in E in Q4 2024 and held it in 2 quarters. The position peaked at $3.37K in Q1 2025. 214 funds tracked by Wall St. Rank hold E as of Q2 2025.

Capital A Wealth Management reported no remaining ENI position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 109 ENI shares in Q2 2025, an estimated $3.37K.
Capital A Wealth Management first reported a position in ENI in Q4 2024 and held it in 2 quarters.
Capital A Wealth Management's ENI position peaked at $3.37K in Q1 2025.
214 funds tracked by Wall St. Rank held ENI as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.