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Nvest Wealth Strategies’s ENI E Stock Holding History

Nvest Wealth Strategies’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 		$610 Hold
13
– – ﹤0.01% 257
2026
Q1 		$736 Buy
+13
New +$583 ﹤0.01% 241

Other funds holding E

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LWP
LFG Wealth Partners Elizabethtown, Kentucky $213M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Nvest Wealth Strategies's E Position: Q2 2026 in Review

Nvest Wealth Strategies held its ENI (E) position steady in Q2 2026 at 13 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Nvest Wealth Strategies first reported a position in E in Q1 2026 and has held it in 2 quarters since. The position peaked at $736 in Q1 2026. 177 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Nvest Wealth Strategies held 13 shares of ENI worth $610 as of Q2 2026.
  • Nvest Wealth Strategies left its ENI share count unchanged in Q2 2026.
  • ENI made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #257 holding.
  • Nvest Wealth Strategies first reported a position in ENI in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's ENI position peaked at $736 in Q1 2026.
  • 177 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.