Mount Yale Investment Advisors’s ENI E Stock Holding History

Mount Yale Investment 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 Q2	$856K	Sell	18,259 -3,196	-15%	-$171K	0.02%	628
2026 Q1	$1.22M	Buy	+21,455	New	+$962K	0.03%	478
2025 Q4	–	Sell	-6,137	Closed	-$218K	–	743
2025 Q3	$218K	Buy	+6,137	New	+$212K	0.02%	609
2022 Q2	–	Sell	-23,700	Closed	-$693K	–	465
2022 Q1	$693K	Buy	+23,700	New	+$705K	0.08%	254
2018 Q4	–	Sell	-2,414	Closed	-$87K	–	437
2018 Q3	$87K	Buy	2,414 +836	+53%	+$31.5K	0.02%	484
2018 Q2	$59K	Buy	1,578 +431	+38%	+$16.2K	0.01%	600
2018 Q1	$41K	Buy	+1,147	New	+$39.8K	0.01%	651

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

Mount Yale Investment Advisors's E Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its ENI (E) stake by 15% in Q2 2026, selling an estimated $171K and leaving 18,259 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #628.

Mount Yale Investment Advisors first reported a position in E in Q1 2018 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

Mount Yale Investment Advisors held 18,259 shares of ENI worth $856K as of Q2 2026.
Mount Yale Investment Advisors sold 3,196 ENI shares in Q2 2026, an estimated $171K.
ENI made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #628 holding.
Mount Yale Investment Advisors first reported a position in ENI in Q1 2018 and has held it in 7 quarters since.
Mount Yale Investment Advisors's ENI position peaked at $1.22M in Q1 2026.
348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.