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Root Financial Partners’s ENI E Stock Holding History

Root Financial Partners’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
-259
Closed -$14.7K – 1180
2026
Q1 		$14.7K Buy
259
+139
+116% +$6.23K ﹤0.01% 1497
2025
Q4 		$4.55K Buy
120
+42
+54% +$1.54K ﹤0.01% 1793
2025
Q3 		$2.73K Buy
+78
New +$2.69K ﹤0.01% 1907

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Root Financial Partners's E Position: Q2 2026 in Review

Root Financial Partners sold out of ENI (E) in Q2 2026, closing a stake of 259 shares — an estimated $14.7K sold.

Root Financial Partners first reported a position in E in Q3 2025 and held it in 3 quarters. The position peaked at $14.7K in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Root Financial Partners reported no remaining ENI position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 259 ENI shares in Q2 2026, an estimated $14.7K.
  • Root Financial Partners first reported a position in ENI in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's ENI position peaked at $14.7K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.