Physician Wealth Advisors’s ENI E Stock Holding History

Physician Wealth 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	$4.69K	Buy	100 +29	+41%	+$1.55K	﹤0.01%	1132
2026 Q1	$4.02K	Sell	71 -22	-24%	-$987	﹤0.01%	1083
2025 Q4	$3.53K	Buy	93 +30	+48%	+$1.1K	﹤0.01%	1084
2025 Q3	$2.2K	Buy	63 +41	+186%	+$1.42K	﹤0.01%	1178
2025 Q2	$714	Hold	22	–	–	﹤0.01%	1598
2025 Q1	$681	Sell	22 -17	-44%	-$496	﹤0.01%	1286
2024 Q4	$1.07K	Buy	+39	New	+$1.14K	﹤0.01%	929

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

Physician Wealth Advisors's E Position: Q2 2026 in Review

Physician Wealth Advisors increased its ENI (E) stake by 41% in Q2 2026, buying an estimated $1.55K and bringing the position to 100 shares worth $4.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Physician Wealth Advisors first reported a position in E in Q4 2024 and has held it in 7 quarters since. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

Physician Wealth Advisors held 100 shares of ENI worth $4.69K as of Q2 2026.
Physician Wealth Advisors bought 29 ENI shares in Q2 2026, an estimated $1.55K.
ENI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1132 holding.
Physician Wealth Advisors first reported a position in ENI in Q4 2024 and has held it in 7 quarters since.
348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.