Envestnet Portfolio Solutions’s ENI E Stock Holding History

Envestnet Portfolio Solutions’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	$249K	Sell	5,320 -124	-2%	-$6.64K	﹤0.01%	1274
2026 Q1	$308K	Sell	5,444 -2,037	-27%	-$91.3K	﹤0.01%	1104
2025 Q4	$284K	Buy	7,481 +971	+15%	+$35.7K	﹤0.01%	1310
2025 Q3	$228K	Buy	+6,510	New	+$225K	﹤0.01%	1376
2025 Q1	–	Sell	-7,341	Closed	-$201K	–	1611
2024 Q4	$201K	Buy	7,341 +484	+7%	+$14.2K	﹤0.01%	1695
2024 Q3	$208K	Sell	6,857 -1,793	-21%	-$56.2K	﹤0.01%	1640
2024 Q2	$266K	Buy	8,650 +15	+0.2%	+$476	﹤0.01%	1444
2024 Q1	$274K	Sell	8,635 -53	-0.6%	-$1.68K	﹤0.01%	1406
2023 Q4	$295K	Sell	8,688 -353	-4%	-$11.5K	﹤0.01%	1297
2023 Q3	$289K	Buy	+9,041	New	+$279K	﹤0.01%	1245

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

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

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

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

Envestnet Portfolio Solutions's E Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its ENI (E) stake by 2.3% in Q2 2026, selling an estimated $6.64K and leaving 5,320 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Envestnet Portfolio Solutions first reported a position in E in Q3 2023 and has held it in 10 quarters since. The position peaked at $308K in Q1 2026. 125 funds tracked by Wall St. Rank hold E as of Q2 2026.

Envestnet Portfolio Solutions held 5,320 shares of ENI worth $249K as of Q2 2026.
Envestnet Portfolio Solutions sold 124 ENI shares in Q2 2026, an estimated $6.64K.
ENI made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1274 holding.
Envestnet Portfolio Solutions first reported a position in ENI in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's ENI position peaked at $308K in Q1 2026.
125 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.