EWA
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EP Wealth Advisors’s ENI E Stock Holding History

EP Wealth Advisors’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 		$383K Buy
8,175
+523
+7% +$28K ﹤0.01% 1160
2026
Q1 		$433K Buy
7,652
+405
+6% +$18.2K ﹤0.01% 970
2025
Q4 		$275K Buy
+7,247
New +$266K ﹤0.01% 1188

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

EP Wealth Advisors's E Position: Q2 2026 in Review

EP Wealth Advisors increased its ENI (E) stake by 6.8% in Q2 2026, buying an estimated $28K and bringing the position to 8,175 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

EP Wealth Advisors first reported a position in E in Q4 2025 and has held it in 3 quarters since. The position peaked at $433K in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • EP Wealth Advisors held 8,175 shares of ENI worth $383K as of Q2 2026.
  • EP Wealth Advisors bought 523 ENI shares in Q2 2026, an estimated $28K.
  • ENI made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1160 holding.
  • EP Wealth Advisors first reported a position in ENI in Q4 2025 and has held it in 3 quarters since.
  • EP Wealth Advisors's ENI position peaked at $433K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.