Carson Wealth (CWM LLC)’s ENI E Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $385K | Buy |
6,806
+550
| +9% | +$24.7K | ﹤0.01% | 2211 |
|
|
2025
Q4 | $237K | Buy |
6,256
+340
| +6% | +$12.5K | ﹤0.01% | 2429 |
|
|
2025
Q3 | $207K | Buy |
5,916
+36
| +0.6% | +$1.24K | ﹤0.01% | 2413 |
|
|
2025
Q2 | $191K | Sell |
5,880
-87
| -1% | -$2.58K | ﹤0.01% | 2215 |
|
|
2025
Q1 | $185K | Buy |
5,967
+269
| +5% | +$7.85K | ﹤0.01% | 1974 |
|
|
2024
Q4 | $156K | Buy |
5,698
+3,241
| +132% | +$94.9K | ﹤0.01% | 1989 |
|
|
2024
Q3 | $74K | Buy |
2,457
+257
| +12% | +$8.05K | ﹤0.01% | 2383 |
|
|
2024
Q2 | $68K | Sell |
2,200
-162
| -7% | -$5.14K | ﹤0.01% | 2243 |
|
|
2024
Q1 | $75K | Buy |
2,362
+163
| +7% | +$5.17K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $75K | Buy |
2,199
+121
| +6% | +$3.94K | ﹤0.01% | 1923 |
|
|
2023
Q3 | $66K | Sell |
2,078
-302
| -13% | -$9.31K | ﹤0.01% | 1898 |
|
|
2023
Q2 | $69K | Sell |
2,380
-462
| -16% | -$13.4K | ﹤0.01% | 1781 |
|
|
2023
Q1 | $80K | Sell |
2,842
-240
| -8% | -$7.03K | ﹤0.01% | 1604 |
|
|
2022
Q4 | $88K | Buy |
3,082
+1,359
| +79% | +$36.6K | ﹤0.01% | 1433 |
|
|
2022
Q3 | $36K | Buy |
1,723
+76
| +5% | +$1.75K | ﹤0.01% | 1828 |
|
|
2022
Q2 | $39K | Buy |
1,647
+346
| +27% | +$9.87K | ﹤0.01% | 1741 |
|
|
2022
Q1 | $38K | Buy |
1,301
+479
| +58% | +$14.3K | ﹤0.01% | 1725 |
|
|
2021
Q4 | $23K | Buy |
+822
| New | +$23K | ﹤0.01% | 1910 |
|
|
2021
Q2 | $5K | Hold |
219
| – | – | ﹤0.01% | 2346 |
|
|
2021
Q1 | $5K | Hold |
219
| – | – | ﹤0.01% | 2346 |
|
|
2020
Q4 | $5K | Hold |
219
| – | – | ﹤0.01% | 2346 |
|
|
2020
Q3 | $5K | Hold |
219
| – | – | ﹤0.01% | 2346 |
|
|
2020
Q2 | $5K | Hold |
219
| – | – | ﹤0.01% | 2344 |
|
|
2020
Q1 | $5K | Hold |
219
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q4 | $5K | Hold |
219
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q3 | $5K | Hold |
219
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q2 | $5K | Hold |
219
| – | – | ﹤0.01% | 2344 |
|
|
2019
Q1 | $5K | Buy |
219
+161
| +278% | +$5.46K | ﹤0.01% | 2343 |
|
|
2018
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 1736 |
|
|
2018
Q3 | $2K | Sell |
58
-124
| -68% | -$4.67K | ﹤0.01% | 1515 |
|
|
2018
Q2 | $7K | Buy |
182
+29
| +19% | +$1.09K | ﹤0.01% | 1101 |
|
|
2018
Q1 | $5K | Sell |
153
-61
| -29% | -$2.12K | ﹤0.01% | 1009 |
|
|
2017
Q4 | $7K | Buy |
214
+95
| +80% | +$3.13K | ﹤0.01% | 977 |
|
|
2017
Q3 | $4K | Buy |
+119
| New | +$3.75K | ﹤0.01% | 1127 |
|
|
2016
Q4 | – | Sell |
-40
| Closed | -$1K | – | 1118 |
|
|
2016
Q3 | $1K | Buy |
+40
| New | +$1.22K | ﹤0.01% | 948 |
|
Other funds holding E
Carson Wealth (CWM LLC)'s E Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its ENI (E) stake by 8.8% in Q1 2026, buying an estimated $24.7K and bringing the position to 6,806 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2211.
Carson Wealth (CWM LLC) first reported a position in E in Q3 2016 and has held it in 35 quarters since. 336 funds tracked by Wall St. Rank hold E as of Q1 2026.
- Carson Wealth (CWM LLC) held 6,806 shares of ENI worth $385K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 550 ENI shares in Q1 2026, an estimated $24.7K.
- ENI made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2211 holding.
- Carson Wealth (CWM LLC) first reported a position in ENI in Q3 2016 and has held it in 35 quarters since.
- 336 funds tracked by Wall St. Rank held ENI as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.