MFG
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Merit Financial Group’s ENI E Stock Holding History

Merit Financial Group’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 		$273K Buy
5,834
+270
+5% +$14.5K ﹤0.01% 1874
2026
Q1 		$315K Buy
+5,564
New +$250K ﹤0.01% 1624

Other funds holding E

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Merit Financial Group's E Position: Q2 2026 in Review

Merit Financial Group increased its ENI (E) stake by 4.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 5,834 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

Merit Financial Group first reported a position in E in Q1 2026 and has held it in 2 quarters since. The position peaked at $315K in Q1 2026. 67 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Merit Financial Group held 5,834 shares of ENI worth $273K as of Q2 2026.
  • Merit Financial Group bought 270 ENI shares in Q2 2026, an estimated $14.5K.
  • ENI made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1874 holding.
  • Merit Financial Group first reported a position in ENI in Q1 2026 and has held it in 2 quarters since.
  • Merit Financial Group's ENI position peaked at $315K in Q1 2026.
  • 67 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.