MHR
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Matthew Hamilton Rosenberg’s ENI E Stock Holding History

Matthew Hamilton Rosenberg’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 		$102K Hold
1,871
– – 0.02% 346
2026
Q2 		$87.7K Hold
1,871
– – 0.02% 363
2026
Q1 		$106K Hold
1,871
– – 0.02% 318
2025
Q4 		$71K Hold
1,871
– – 0.01% 373
2025
Q3 		$65.4K Hold
1,871
– – 0.01% 386
2025
Q2 		$60.7K Hold
1,871
– – 0.01% 411
2025
Q1 		$57.9K Hold
1,871
– – 0.01% 400
2024
Q4 		$51.2K Sell
1,871
-160
-8% -$4.69K 0.01% 418
2024
Q3 		$61.6K Buy
2,031
+229
+13% +$7.17K 0.02% 393
2024
Q2 		$56.2K Sell
1,802
-229
-11% -$7.26K 0.02% 402
2024
Q1 		$64.7K Sell
2,031
-3
-0.1% -$95 0.02% 386
2023
Q4 		$69.2K Hold
2,034
– – 0.02% 378
2023
Q3 		$64.9K Buy
2,034
+160
+9% +$4.93K 0.02% 371
2023
Q2 		$53.9K Buy
1,874
+3
+0.2% +$87 0.02% 413
2023
Q1 		$52.4K Hold
1,871
– – 0.02% 455
2022
Q4 		$53.6K Buy
1,871
+230
+14% +$6.2K 0.02% 444
2022
Q3 		$35K Buy
+1,641
New +$37.8K 0.01% 518

Other funds holding E

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Matthew Hamilton Rosenberg's E Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its ENI (E) position steady in Q3 2026 at 1,871 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #346.

Matthew Hamilton Rosenberg first reported a position in E in Q3 2022 and has held it in 17 quarters since. The position peaked at $106K in Q1 2026. 12 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,871 shares of ENI worth $102K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its ENI share count unchanged in Q3 2026.
  • ENI made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #346 holding.
  • Matthew Hamilton Rosenberg first reported a position in ENI in Q3 2022 and has held it in 17 quarters since.
  • Matthew Hamilton Rosenberg's ENI position peaked at $106K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.