Cornerstone Planning Group
E icon

Cornerstone Planning Group’s ENI E Stock Holding History

Cornerstone Planning Group’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 		– Sell
-168
Closed -$8.58K – 590
2026
Q2 		$8.58K Sell
168
-4
-2% -$214 ﹤0.01% 937
2026
Q1 		$9.7K Buy
172
+29
+20% +$1.3K ﹤0.01% 898
2025
Q4 		$5.84K Buy
143
+21
+17% +$772 ﹤0.01% 943
2025
Q3 		$4.47K Hold
122
– – ﹤0.01% 980
2025
Q2 		$4.18K Buy
122
+104
+578% +$3.08K ﹤0.01% 767
2025
Q1 		$509 Hold
18
– – ﹤0.01% 1300
2024
Q4 		$509 Sell
18
-94
-84% -$2.75K ﹤0.01% 1130
2024
Q3 		$3.38K Buy
112
+8
+8% +$251 ﹤0.01% 654
2024
Q2 		$3.17K Buy
104
+68
+189% +$2.16K ﹤0.01% 668
2024
Q1 		$1.14K Buy
36
+27
+300% +$856 ﹤0.01% 752
2023
Q4 		$306 Hold
9
– – ﹤0.01% 830
2023
Q3 		$287 Sell
9
-38
-81% -$1.17K ﹤0.01% 979
2023
Q2 		$1.35K Buy
+47
New +$1.36K ﹤0.01% 1283
2022
Q4 		$1.47K Buy
+47
New +$1.27K ﹤0.01% 1274

Other funds holding E

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Cornerstone Planning Group's E Position: Q3 2026 in Review

Cornerstone Planning Group sold out of ENI (E) in Q3 2026, closing a stake of 168 shares — an estimated $8.58K sold.

Cornerstone Planning Group first reported a position in E in Q4 2022 and held it in 14 quarters. The position peaked at $9.7K in Q1 2026. 83 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Cornerstone Planning Group reported no remaining ENI position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 168 ENI shares in Q3 2026, an estimated $8.58K.
  • Cornerstone Planning Group first reported a position in ENI in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's ENI position peaked at $9.7K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.