Plan Group Financial’s ENI E Stock Holding History

Plan Group Financial’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	–	Sell	-8,500	Closed	-$481K	–	256
2026 Q1	$481K	Buy	+8,500	New	+$381K	0.11%	127

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

Plan Group Financial's E Position: Q2 2026 in Review

Plan Group Financial sold out of ENI (E) in Q2 2026, closing a stake of 8,500 shares — an estimated $481K sold.

Plan Group Financial first reported a position in E in Q1 2026 and held it in 1 quarter. The position peaked at $481K in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

Plan Group Financial reported no remaining ENI position as of Q2 2026 after selling out during the quarter.
Plan Group Financial sold 8,500 ENI shares in Q2 2026, an estimated $481K.
Plan Group Financial first reported a position in ENI in Q1 2026 and held it in 1 quarter.
Plan Group Financial's ENI position peaked at $481K in Q1 2026.
348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.