EverSource Wealth Advisors’s ENI E Stock Holding History

EverSource 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	$239K	Sell	5,098 -2,303	-31%	-$123K	0.01%	920
2026 Q1	$419K	Buy	7,401 +210	+3%	+$9.42K	0.01%	679
2025 Q4	$273K	Sell	7,191 -75	-1%	-$2.76K	0.01%	815
2025 Q3	$254K	Sell	7,266 -441	-6%	-$15.2K	0.01%	792
2025 Q2	$250K	Buy	7,707 +5,709	+286%	+$169K	0.01%	761
2025 Q1	$61.8K	Buy	1,998 +875	+78%	+$25.5K	﹤0.01%	1136
2024 Q4	$30.7K	Sell	1,123 -3,843	-77%	-$113K	﹤0.01%	1402
2024 Q3	$151K	Sell	4,966 -4,010	-45%	-$126K	0.01%	652
2024 Q2	$288K	Sell	8,976 -56	-0.6%	-$1.78K	0.02%	448
2024 Q1	$289K	Sell	9,032 -69	-0.8%	-$2.19K	0.02%	383
2023 Q4	$310K	Buy	9,101 +439	+5%	+$14.3K	0.03%	334
2023 Q3	$276K	Buy	8,662 +35	+0.4%	+$1.08K	0.03%	328
2023 Q2	$248K	Buy	8,627 +127	+1%	+$3.68K	0.03%	352
2023 Q1	$238K	Sell	8,500 -23	-0.3%	-$674	0.03%	345
2022 Q4	$244K	Buy	8,523 +1,099	+15%	+$29.6K	0.04%	323
2022 Q3	$157K	Buy	7,424 +7,294	+5,611%	+$168K	0.04%	333
2022 Q2	$3K	Hold	130	–	–	﹤0.01%	1390
2022 Q1	$4K	Hold	130	–	–	﹤0.01%	1322
2021 Q4	$4K	Buy	+130	New	+$3.63K	﹤0.01%	1320

Other funds holding E

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Citigroup New York $303B AUM 53.02% 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

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

EverSource Wealth Advisors reduced its ENI (E) stake by 31% in Q2 2026, selling an estimated $123K and leaving 5,098 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #920.

EverSource Wealth Advisors first reported a position in E in Q4 2021 and has held it in 19 quarters since. The position peaked at $419K in Q1 2026. 142 funds tracked by Wall St. Rank hold E as of Q2 2026.

EverSource Wealth Advisors held 5,098 shares of ENI worth $239K as of Q2 2026.
EverSource Wealth Advisors sold 2,303 ENI shares in Q2 2026, an estimated $123K.
ENI made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #920 holding.
EverSource Wealth Advisors first reported a position in ENI in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's ENI position peaked at $419K in Q1 2026.
142 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.