PAW
E icon

Plan A Wealth’s ENI E Stock Holding History

Plan A Wealth’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 		$211K Sell
4,501
-1,224
-21% -$65.6K 0.09% 177
2026
Q1 		$324K Buy
5,725
+143
+3% +$6.41K 0.16% 113
2025
Q4 		$212K Buy
+5,582
New +$205K 0.1% 154

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

Plan A Wealth's E Position: Q2 2026 in Review

Plan A Wealth reduced its ENI (E) stake by 21% in Q2 2026, selling an estimated $65.6K and leaving 4,501 shares worth $211K. The position accounts for 0.09% of the portfolio, ranked #177.

Plan A Wealth first reported a position in E in Q4 2025 and has held it in 3 quarters since. The position peaked at $324K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Plan A Wealth held 4,501 shares of ENI worth $211K as of Q2 2026.
  • Plan A Wealth sold 1,224 ENI shares in Q2 2026, an estimated $65.6K.
  • ENI made up 0.09% of Plan A Wealth's portfolio in Q2 2026, its #177 holding.
  • Plan A Wealth first reported a position in ENI in Q4 2025 and has held it in 3 quarters since.
  • Plan A Wealth's ENI position peaked at $324K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.