Key Financial Inc’s ENI E Stock Holding History

Key Financial Inc’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
2025 Q4	–	Sell	-135	Closed	-$4.73K	–	1456
2025 Q3	$4.73K	Hold	135	–	–	﹤0.01%	1053
2025 Q2	$4.38K	Hold	135	–	–	﹤0.01%	1064
2025 Q1	$4.18K	Hold	135	–	–	﹤0.01%	1030
2024 Q4	$3.69K	Buy	+135	New	+$3.96K	﹤0.01%	1063
2023 Q4	–	Sell	-4	Closed	-$128	–	1330
2023 Q3	$128	Hold	4	–	–	﹤0.01%	1309
2023 Q2	$115	Hold	4	–	–	﹤0.01%	1358
2023 Q1	$112	Hold	4	–	–	﹤0.01%	1144
2022 Q4	$85	Hold	4	–	–	﹤0.01%	1156
2022 Q3	$0	Hold	4	–	–	﹤0.01%	1129
2022 Q2	$0	Hold	4	–	–	﹤0.01%	1107
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1071
2021 Q4	$0	Hold	4	–	–	﹤0.01%	960
2021 Q3	$0	Hold	4	–	–	﹤0.01%	917
2021 Q2	$0	Hold	4	–	–	﹤0.01%	859
2021 Q1	$0	Hold	4	–	–	﹤0.01%	769
2020 Q4	$0	Buy	+4	New	+$72	﹤0.01%	717
2020 Q2	–	Sell	-4	Closed	–	–	228
2020 Q1	$0	Buy	+4	New	+$101	﹤0.01%	691

Other funds holding E

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Financial Inc's E Position: Q4 2025 in Review

Key Financial Inc sold out of ENI (E) in Q4 2025, closing a stake of 135 shares — an estimated $4.73K sold.

Key Financial Inc first reported a position in E in Q1 2020 and held it in 17 quarters. The position peaked at $4.73K in Q3 2025. 282 funds tracked by Wall St. Rank hold E as of Q4 2025.

Key Financial Inc reported no remaining ENI position as of Q4 2025 after selling out during the quarter.
Key Financial Inc sold 135 ENI shares in Q4 2025, an estimated $4.73K.
Key Financial Inc first reported a position in ENI in Q1 2020 and held it in 17 quarters.
Key Financial Inc's ENI position peaked at $4.73K in Q3 2025.
282 funds tracked by Wall St. Rank held ENI as of Q4 2025.

Based on Key Financial Inc's 13F filing for Q4 2025, filed 9 Feb 2026.