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Capital Wealth Planning’s ENI E Stock Holding History

Capital Wealth Planning’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 		$21.5M Buy
459,273
+80,352
+21% +$4.31M 0.11% 69
2026
Q1 		$21.5M Buy
378,921
+72,513
+24% +$3.25M 0.12% 55
2025
Q4 		$12M Buy
306,408
+160,324
+110% +$5.89M 0.08% 59
2025
Q3 		$5.11M Buy
+146,084
New +$5.04M 0.04% 74
2024
Q2 		– Sell
-31,326
Closed -$994K – 134
2024
Q1 		$994K Sell
31,326
-19,810
-39% -$628K 0.01% 91
2023
Q4 		$1.74M Buy
51,136
+31,229
+157% +$1.02M 0.02% 61
2023
Q3 		$635K Buy
+19,907
New +$614K 0.01% 91

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

Capital Wealth Planning's E Position: Q2 2026 in Review

Capital Wealth Planning increased its ENI (E) stake by 21% in Q2 2026, buying an estimated $4.31M and bringing the position to 459,273 shares worth $21.5M. The position accounts for 0.11% of the portfolio, ranked #69.

Capital Wealth Planning first reported a position in E in Q3 2023 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Capital Wealth Planning held 459,273 shares of ENI worth $21.5M as of Q2 2026.
  • Capital Wealth Planning bought 80,352 ENI shares in Q2 2026, an estimated $4.31M.
  • ENI made up 0.11% of Capital Wealth Planning's portfolio in Q2 2026, its #69 holding.
  • Capital Wealth Planning first reported a position in ENI in Q3 2023 and has held it in 7 quarters since.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.