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Pinnacle Wealth Planning Services’s ENI E Stock Holding History

Pinnacle Wealth Planning Services’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 		$76.8K Buy
1,638
+44
+3% +$2.36K 0.01% 1024
2026
Q1 		$90.2K Buy
1,594
+42
+3% +$1.88K 0.01% 855
2025
Q4 		$58.9K Buy
+1,552
New +$57K 0.01% 1097
2021
Q1 		– Sell
-615
Closed -$13K – 801
2020
Q4 		$13K Buy
+615
New +$11.1K ﹤0.01% 1303

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

Pinnacle Wealth Planning Services's E Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its ENI (E) stake by 2.8% in Q2 2026, buying an estimated $2.36K and bringing the position to 1,638 shares worth $76.8K. The position accounts for 0.01% of the portfolio, ranked #1024.

Pinnacle Wealth Planning Services first reported a position in E in Q4 2020 and has held it in 4 quarters since. The position peaked at $90.2K in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,638 shares of ENI worth $76.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 44 ENI shares in Q2 2026, an estimated $2.36K.
  • ENI made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1024 holding.
  • Pinnacle Wealth Planning Services first reported a position in ENI in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's ENI position peaked at $90.2K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.