DWM
E icon

Dynasty Wealth Management’s ENI E Stock Holding History

Dynasty 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 		$1.1M Sell
23,541
-1,488
-6% -$79.7K 0.01% 184
2026
Q1 		$1.42M Sell
25,029
-1,333
-5% -$59.8K 0.01% 150
2025
Q4 		$1M Buy
26,362
+1,220
+5% +$44.8K 0.01% 184
2025
Q3 		$879K Buy
+25,142
New +$867K 0.01% 175

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

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

Dynasty Wealth Management reduced its ENI (E) stake by 5.9% in Q2 2026, selling an estimated $79.7K and leaving 23,541 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #184.

Dynasty Wealth Management first reported a position in E in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Dynasty Wealth Management held 23,541 shares of ENI worth $1.1M as of Q2 2026.
  • Dynasty Wealth Management sold 1,488 ENI shares in Q2 2026, an estimated $79.7K.
  • ENI made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Dynasty Wealth Management first reported a position in ENI in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's ENI position peaked at $1.42M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

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