Raymond James Financial’s Energy Focus EFOI Stock Holding History

Raymond James Financial’s Portfolio EFOI Stock Details EFOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,400	Closed	-$3.42K	–	5485
2025 Q2	$3.42K	Buy	+1,400	New	+$2.57K	﹤0.01%	6281

Other funds holding EFOI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BTD

BankPlus Trust Department Jackson, Mississippi $428M AUM 26.85% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Raymond James Financial's EFOI Position: Q3 2025 in Review

Raymond James Financial sold out of Energy Focus (EFOI) in Q3 2025, closing a stake of 1,400 shares — an estimated $3.42K sold.

Raymond James Financial first reported a position in EFOI in Q2 2025 and held it in 1 quarter. The position peaked at $3.42K in Q2 2025. 15 funds tracked by Wall St. Rank hold EFOI as of Q3 2025.

Raymond James Financial reported no remaining Energy Focus position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 1,400 Energy Focus shares in Q3 2025, an estimated $3.42K.
Raymond James Financial first reported a position in Energy Focus in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Energy Focus position peaked at $3.42K in Q2 2025.
15 funds tracked by Wall St. Rank held Energy Focus as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.