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Clearstead Advisors’s ENI E Stock Holding History

Clearstead Advisors’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
-49
Closed -$1.52K – 2774
2025
Q1 		$1.52K Buy
+49
New +$1.43K ﹤0.01% 1938
2024
Q4 		– Sell
-1,642
Closed -$49.8K – 2116
2024
Q3 		$49.8K Hold
1,642
– – ﹤0.01% 1207
2024
Q2 		$50.6K Buy
+1,642
New +$52.1K ﹤0.01% 1159
2021
Q2 		– Sell
-213
Closed -$5K – 1269
2021
Q1 		$5K Buy
+213
New +$4.81K ﹤0.01% 866

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clearstead Advisors's E Position: Q2 2025 in Review

Clearstead Advisors sold out of ENI (E) in Q2 2025, closing a stake of 49 shares — an estimated $1.52K sold.

Clearstead Advisors first reported a position in E in Q1 2021 and held it in 4 quarters. The position peaked at $50.6K in Q2 2024. 214 funds tracked by Wall St. Rank hold E as of Q2 2025.

  • Clearstead Advisors reported no remaining ENI position as of Q2 2025 after selling out during the quarter.
  • Clearstead Advisors sold 49 ENI shares in Q2 2025, an estimated $1.52K.
  • Clearstead Advisors first reported a position in ENI in Q1 2021 and held it in 4 quarters.
  • Clearstead Advisors's ENI position peaked at $50.6K in Q2 2024.
  • 214 funds tracked by Wall St. Rank held ENI as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.