PS
E icon

Planning Strategies’s ENI E Stock Holding History

Planning Strategies’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 		$2.01K Buy
+37
New +$1.97K ﹤0.01% 633

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
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 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
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Planning Strategies's E Position: Q3 2026 in Review

Planning Strategies opened a new position in ENI (E) in Q3 2026: 37 shares worth $2.01K. The stake represents ﹤0.01% of the portfolio and ranks #633 among its holdings.

12 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Planning Strategies held 37 shares of ENI worth $2.01K as of Q3 2026.
  • ENI was a new Planning Strategies position in Q3 2026.
  • ENI made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #633 holding.
  • 12 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.