CIBC Private Wealth Group’s Energy Focus EFOI Stock Holding History

CIBC Private Wealth Group’s Portfolio EFOI Stock Details EFOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$545	Hold	236	–	–	﹤0.01%	3026
2025 Q3	$656	Hold	236	–	–	﹤0.01%	2866
2025 Q2	$577	Hold	236	–	–	﹤0.01%	2819
2025 Q1	$392	Hold	236	–	–	﹤0.01%	2913
2024 Q4	$314	Sell	236 -14	-6%	-$18	﹤0.01%	2876
2024 Q3	$298	Hold	250	–	–	﹤0.01%	3008
2024 Q2	$325	Hold	250	–	–	﹤0.01%	3013
2024 Q1	$383	Buy	+250	New	+$395	﹤0.01%	2956
2018 Q3	–	Sell	-24	Closed	-$2K	–	1163
2018 Q2	$2K	Hold	24	–	–	﹤0.01%	1855
2018 Q1	$2K	Hold	24	–	–	﹤0.01%	1794
2017 Q4	$2K	Buy	+24	New	+$2.19K	﹤0.01%	1813

Other funds holding EFOI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BTD

BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return

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

CIBC Private Wealth Group's EFOI Position: Q4 2025 in Review

CIBC Private Wealth Group held its Energy Focus (EFOI) position steady in Q4 2025 at 236 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

CIBC Private Wealth Group first reported a position in EFOI in Q4 2017 and has held it in 11 quarters since. The position peaked at $2K in Q2 2018. 17 funds tracked by Wall St. Rank hold EFOI as of Q4 2025.

CIBC Private Wealth Group held 236 shares of Energy Focus worth $545 as of Q4 2025.
CIBC Private Wealth Group left its Energy Focus share count unchanged in Q4 2025.
Energy Focus made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3026 holding.
CIBC Private Wealth Group first reported a position in Energy Focus in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's Energy Focus position peaked at $2K in Q2 2018.
17 funds tracked by Wall St. Rank held Energy Focus as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.