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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
Q3 		$325K Buy
5,992
+1,491
+33% +$79.3K 0.12% 121
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

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Plan A Wealth's E Position: Q3 2026 in Review

Plan A Wealth increased its ENI (E) stake by 33% in Q3 2026, buying an estimated $79.3K and bringing the position to 5,992 shares worth $325K. The position accounts for 0.12% of the portfolio, ranked #121.

Plan A Wealth first reported a position in E in Q4 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Plan A Wealth held 5,992 shares of ENI worth $325K as of Q3 2026.
  • Plan A Wealth bought 1,491 ENI shares in Q3 2026, an estimated $79.3K.
  • ENI made up 0.12% of Plan A Wealth's portfolio in Q3 2026, its #121 holding.
  • Plan A Wealth first reported a position in ENI in Q4 2025 and has held it in 4 quarters since.
  • 12 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.