Forum Financial Management’s ENI E Stock Holding History

Forum Financial 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 Q1	–	Sell	-30,556	Closed	-$1.16M	–	528
2025 Q4	$1.16M	Hold	30,556	–	–	0.02%	225
2025 Q3	$1.07M	Buy	30,556 +1,733	+6%	+$59.8K	0.01%	224
2025 Q2	$934K	Hold	28,823	–	–	0.01%	230
2025 Q1	$891K	Hold	28,823	–	–	0.01%	225
2024 Q4	$789K	Buy	28,823 +10,223	+55%	+$299K	0.01%	248
2024 Q3	$564K	Hold	18,600	–	–	0.01%	298
2024 Q2	$573K	Hold	18,600	–	–	0.01%	274
2024 Q1	$590K	Hold	18,600	–	–	0.01%	277
2023 Q4	$633K	Hold	18,600	–	–	0.01%	237
2023 Q3	$594K	Hold	18,600	–	–	0.01%	239
2023 Q2	$535K	Sell	18,600 -4	-0%	-$116	0.01%	277
2023 Q1	$521K	Buy	18,604 +3	+0%	+$88	0.02%	255
2022 Q4	$533K	Buy	18,601 +1	+0%	+$27	0.02%	239
2022 Q3	$393K	Hold	18,600	–	–	0.02%	275
2022 Q2	$443K	Hold	18,600	–	–	0.02%	257
2022 Q1	$544K	Hold	18,600	–	–	0.03%	225
2021 Q4	$514K	Buy	+18,600	New	+$519K	0.03%	240

Other funds holding E

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's E Position: Q1 2026 in Review

Forum Financial Management sold out of ENI (E) in Q1 2026, closing a stake of 30,556 shares — an estimated $1.16M sold.

Forum Financial Management first reported a position in E in Q4 2021 and held it in 17 quarters. The position peaked at $1.16M in Q4 2025. 337 funds tracked by Wall St. Rank hold E as of Q1 2026.

Forum Financial Management reported no remaining ENI position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 30,556 ENI shares in Q1 2026, an estimated $1.16M.
Forum Financial Management first reported a position in ENI in Q4 2021 and held it in 17 quarters.
Forum Financial Management's ENI position peaked at $1.16M in Q4 2025.
337 funds tracked by Wall St. Rank held ENI as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.