SWP
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Sagespring Wealth Partners’s ENI E Stock Holding History

Sagespring Wealth 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 		$220K Sell
4,692
-185
-4% -$9.91K ﹤0.01% 799
2026
Q1 		$276K Buy
+4,877
New +$219K 0.01% 689
2025
Q3 		– Sell
-6,817
Closed -$221K – 742
2025
Q2 		$221K Buy
+6,817
New +$202K ﹤0.01% 663

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

Sagespring Wealth Partners's E Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its ENI (E) stake by 3.8% in Q2 2026, selling an estimated $9.91K and leaving 4,692 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Sagespring Wealth Partners first reported a position in E in Q2 2025 and has held it in 3 quarters since. The position peaked at $276K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Sagespring Wealth Partners held 4,692 shares of ENI worth $220K as of Q2 2026.
  • Sagespring Wealth Partners sold 185 ENI shares in Q2 2026, an estimated $9.91K.
  • ENI made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #799 holding.
  • Sagespring Wealth Partners first reported a position in ENI in Q2 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's ENI position peaked at $276K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.