Kerr Financial Planning’s ENI E Stock Holding History

Kerr Financial Planning’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	–	Sell	-201	Closed	-$11K	–	544
2026 Q1	$11K	Buy	201 +101	+101%	+$4.53K	0.01%	355
2025 Q4	$4.13K	Hold	100	–	–	0.01%	427
2025 Q3	$3.84K	Buy	+100	New	+$3.45K	0.01%	435

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

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

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

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

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

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

Kerr Financial Planning's E Position: Q2 2026 in Review

Kerr Financial Planning sold out of ENI (E) in Q2 2026, closing a stake of 201 shares — an estimated $11K sold.

Kerr Financial Planning first reported a position in E in Q3 2025 and held it in 3 quarters. The position peaked at $11K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

Kerr Financial Planning reported no remaining ENI position as of Q2 2026 after selling out during the quarter.
Kerr Financial Planning sold 201 ENI shares in Q2 2026, an estimated $11K.
Kerr Financial Planning first reported a position in ENI in Q3 2025 and held it in 3 quarters.
Kerr Financial Planning's ENI position peaked at $11K in Q1 2026.
346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.