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PDS Planning’s ENI E Stock Holding History

PDS Planning’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 		$300K Buy
6,408
+49
+0.8% +$2.63K 0.02% 429
2026
Q1 		$360K Hold
6,359
– – 0.02% 347
2025
Q4 		$241K Buy
6,359
+12
+0.2% +$441 0.02% 446
2025
Q3 		$222K Sell
6,347
-127
-2% -$4.38K 0.02% 469
2025
Q2 		$210K Buy
+6,474
New +$192K 0.02% 473

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PDS Planning's E Position: Q2 2026 in Review

PDS Planning increased its ENI (E) stake by 0.77% in Q2 2026, buying an estimated $2.63K and bringing the position to 6,408 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #429.

PDS Planning first reported a position in E in Q2 2025 and has held it in 5 quarters since. The position peaked at $360K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • PDS Planning held 6,408 shares of ENI worth $300K as of Q2 2026.
  • PDS Planning bought 49 ENI shares in Q2 2026, an estimated $2.63K.
  • ENI made up 0.02% of PDS Planning's portfolio in Q2 2026, its #429 holding.
  • PDS Planning first reported a position in ENI in Q2 2025 and has held it in 5 quarters since.
  • PDS Planning's ENI position peaked at $360K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.