CA
E icon

CoreCap Advisors’s ENI E Stock Holding History

CoreCap 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
2026
Q3 		$76.9K Buy
1,417
+1,400
+8,235% +$74.5K ﹤0.01% 1211
2026
Q2 		$797 Sell
17
-5,200
-100% -$279K ﹤0.01% 2750
2026
Q1 		$295K Buy
5,217
+4,500
+628% +$202K 0.01% 659
2025
Q4 		$27.2K Hold
717
– – ﹤0.01% 1564
2025
Q3 		$25.1K Hold
717
– – ﹤0.01% 1589
2025
Q2 		$23.2K Buy
717
+700
+4,118% +$20.8K ﹤0.01% 1554
2025
Q1 		$526 Hold
17
– – ﹤0.01% 2675
2024
Q4 		$465 Hold
17
– – ﹤0.01% 2539
2024
Q3 		$515 Hold
17
– – ﹤0.01% 2366
2024
Q2 		$523 Buy
+17
New +$539 ﹤0.01% 1446

Other funds holding E

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

CoreCap Advisors's E Position: Q3 2026 in Review

CoreCap Advisors increased its ENI (E) stake by 8,235% in Q3 2026, buying an estimated $74.5K and bringing the position to 1,417 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1211.

CoreCap Advisors first reported a position in E in Q2 2024 and has held it in 10 quarters since. The position peaked at $295K in Q1 2026. 12 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • CoreCap Advisors held 1,417 shares of ENI worth $76.9K as of Q3 2026.
  • CoreCap Advisors bought 1,400 ENI shares in Q3 2026, an estimated $74.5K.
  • ENI made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1211 holding.
  • CoreCap Advisors first reported a position in ENI in Q2 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's ENI position peaked at $295K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.