NewEdge Advisors’s ENI E Stock Holding History

NewEdge 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 Q1	$2.93K	Hold	52	–	–	﹤0.01%	3719
2025 Q4	$1.96K	Sell	52 -118	-69%	-$4.33K	﹤0.01%	3893
2025 Q3	$5.93K	Buy	170 +119	+233%	+$4.11K	﹤0.01%	3482
2025 Q2	$1.64K	Buy	51 +2	+4%	+$59	﹤0.01%	3653
2025 Q1	$1.52K	Sell	49 -309	-86%	-$9.02K	﹤0.01%	3561
2024 Q4	$9.8K	Sell	358 -7,229	-95%	-$212K	﹤0.01%	3038
2024 Q3	$230K	Sell	7,587 -5,068	-40%	-$159K	﹤0.01%	1934
2024 Q2	$390K	Buy	12,655 +7,896	+166%	+$250K	﹤0.01%	1562
2024 Q1	$151K	Buy	4,759 +3,182	+202%	+$101K	﹤0.01%	1925
2023 Q4	$53.6K	Buy	1,577 +1,253	+387%	+$40.7K	﹤0.01%	2207
2023 Q3	$10.3K	Hold	324	–	–	﹤0.01%	2568
2023 Q2	$9.33K	Hold	324	–	–	﹤0.01%	2616
2023 Q1	$9.07K	Buy	324 +281	+653%	+$8.23K	﹤0.01%	2599
2022 Q4	$1	Buy	+43	New	+$1.16K	﹤0.01%	3996
2017 Q3	–	Sell	-118	Closed	-$3.49K	–	564
2017 Q2	$3.49K	Buy	+118	New	+$3.75K	﹤0.01%	1217

Other funds holding E

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

Natixis Advisors

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

American Century Companies

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

Bank of America

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

Fidelity Investments

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