LVW Advisors’s ENI E Stock Holding History

LVW Advisors’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 Q3	$862K	Buy	15,866 +924	+6%	+$49.1K	0.07%	172
2026 Q2	$700K	Buy	14,942 +3,237	+28%	+$173K	0.06%	173
2026 Q1	$663K	Buy	+11,705	New	+$525K	0.06%	167

Other funds holding E

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return

LVW Advisors's E Position: Q3 2026 in Review

LVW Advisors increased its ENI (E) stake by 6.2% in Q3 2026, buying an estimated $49.1K and bringing the position to 15,866 shares worth $862K. The position accounts for 0.07% of the portfolio, ranked #172.

LVW Advisors first reported a position in E in Q1 2026 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold E as of Q3 2026.

LVW Advisors held 15,866 shares of ENI worth $862K as of Q3 2026.
LVW Advisors bought 924 ENI shares in Q3 2026, an estimated $49.1K.
ENI made up 0.07% of LVW Advisors's portfolio in Q3 2026, its #172 holding.
LVW Advisors first reported a position in ENI in Q1 2026 and has held it in 3 quarters since.
212 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.