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Integrated Wealth Concepts’s ENI E Stock Holding History

Integrated Wealth Concepts’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 		$256K Buy
+4,524
New +$203K ﹤0.01% 1953
2024
Q2 		– Sell
-7,068
Closed -$224K – 1661
2024
Q1 		$224K Sell
7,068
-56,490
-89% -$1.79M ﹤0.01% 1469
2023
Q4 		$2.16M Buy
63,558
+6,970
+12% +$227K 0.04% 450
2023
Q3 		$1.81M Sell
56,588
-233
-0.4% -$7.18K 0.03% 487
2023
Q2 		$1.64M Sell
56,821
-2,564
-4% -$74.3K 0.03% 529
2023
Q1 		$1.66M Buy
+59,385
New +$1.74M 0.03% 470

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's E Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in ENI (E) in Q1 2026: 4,524 shares worth $256K. The stake represents ﹤0.01% of the portfolio and ranks #1953 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in E as recently as Q1 2024.

Integrated Wealth Concepts first reported a position in E in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.16M in Q4 2023. 336 funds tracked by Wall St. Rank hold E as of Q1 2026.

  • Integrated Wealth Concepts held 4,524 shares of ENI worth $256K as of Q1 2026.
  • ENI was a new Integrated Wealth Concepts position in Q1 2026.
  • ENI made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1953 holding.
  • Integrated Wealth Concepts first reported a position in ENI in Q1 2023 and has held it in 6 quarters since.
  • Integrated Wealth Concepts's ENI position peaked at $2.16M in Q4 2023.
  • 336 funds tracked by Wall St. Rank held ENI as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.