CWM
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Copia Wealth Management’s ENI E Stock Holding History

Copia 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
2026
Q2 		$1.59K Buy
+34
New +$1.82K ﹤0.01% 488

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

Copia Wealth Management's E Position: Q2 2026 in Review

Copia Wealth Management opened a new position in ENI (E) in Q2 2026: 34 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #488 among its holdings.

346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Copia Wealth Management held 34 shares of ENI worth $1.59K as of Q2 2026.
  • ENI was a new Copia Wealth Management position in Q2 2026.
  • ENI made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #488 holding.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.