Retirement Wealth Solutions
E icon

Retirement Wealth Solutions’s ENI E Stock Holding History

Retirement Wealth Solutions’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 		$8.36K Sell
154
-1
-0.6% -$53 ﹤0.01% 291
2026
Q2 		$7.26K Sell
155
-33
-18% -$1.77K ﹤0.01% 278
2026
Q1 		$10.6K Buy
188
+107
+132% +$4.8K 0.01% 206
2025
Q4 		$3.07K Buy
81
+25
+45% +$919 ﹤0.01% 386
2025
Q3 		$1.96K Buy
+56
New +$1.93K ﹤0.01% 445

Other funds holding E

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Retirement Wealth Solutions's E Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its ENI (E) stake by 0.65% in Q3 2026, selling an estimated $53 and leaving 154 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Retirement Wealth Solutions first reported a position in E in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.6K in Q1 2026. 232 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • Retirement Wealth Solutions held 154 shares of ENI worth $8.36K as of Q3 2026.
  • Retirement Wealth Solutions sold 1 ENI share in Q3 2026, an estimated $53.
  • ENI made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #291 holding.
  • Retirement Wealth Solutions first reported a position in ENI in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's ENI position peaked at $10.6K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.