IAA
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Independent Advisor Alliance’s ENI E Stock Holding History

Independent Advisor Alliance’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 		$324K Buy
6,922
+2,296
+50% +$123K 0.01% 813
2026
Q1 		$262K Buy
+4,626
New +$207K ﹤0.01% 1388

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

Independent Advisor Alliance's E Position: Q2 2026 in Review

Independent Advisor Alliance increased its ENI (E) stake by 50% in Q2 2026, buying an estimated $123K and bringing the position to 6,922 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #813.

Independent Advisor Alliance first reported a position in E in Q1 2026 and has held it in 2 quarters since. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Independent Advisor Alliance held 6,922 shares of ENI worth $324K as of Q2 2026.
  • Independent Advisor Alliance bought 2,296 ENI shares in Q2 2026, an estimated $123K.
  • ENI made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #813 holding.
  • Independent Advisor Alliance first reported a position in ENI in Q1 2026 and has held it in 2 quarters since.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.