EWM
E icon

Empirical Wealth Management’s ENI E Stock Holding History

Empirical 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 		– Sell
-3,585
Closed -$203K – 1079
2026
Q1 		$203K Buy
+3,585
New +$161K ﹤0.01% 943

Other funds holding E

QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Empirical Wealth Management sold out of ENI (E) in Q2 2026, closing a stake of 3,585 shares — an estimated $203K sold.

Empirical Wealth Management first reported a position in E in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 109 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Empirical Wealth Management reported no remaining ENI position as of Q2 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 3,585 ENI shares in Q2 2026, an estimated $203K.
  • Empirical Wealth Management first reported a position in ENI in Q1 2026 and held it in 1 quarter.
  • Empirical Wealth Management's ENI position peaked at $203K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.