Elevation Wealth Partners’s ENI E Stock Holding History

Elevation Wealth Partners’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	-131	Closed	-$6.14K	–	1362
2026 Q2	$6.14K	Buy	+131	New	+$7.02K	﹤0.01%	958

Other funds holding E

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Elevation Wealth Partners's E Position: Q3 2026 in Review

Elevation Wealth Partners sold out of ENI (E) in Q3 2026, closing a stake of 131 shares — an estimated $6.14K sold.

Elevation Wealth Partners first reported a position in E in Q2 2026 and held it in 1 quarter. The position peaked at $6.14K in Q2 2026. 12 funds tracked by Wall St. Rank hold E as of Q3 2026.

Elevation Wealth Partners reported no remaining ENI position as of Q3 2026 after selling out during the quarter.
Elevation Wealth Partners sold 131 ENI shares in Q3 2026, an estimated $6.14K.
Elevation Wealth Partners first reported a position in ENI in Q2 2026 and held it in 1 quarter.
Elevation Wealth Partners's ENI position peaked at $6.14K in Q2 2026.
12 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.