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Schechter Investment Advisors’s ENI E Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$773K Sell
24,983
-1,873
-7% -$54.6K 0.06% 273
2024
Q4 		$735K Sell
26,856
-3,632
-12% -$106K 0.06% 298
2024
Q3 		$924K Buy
30,488
+625
+2% +$19.6K 0.07% 268
2024
Q2 		$919K Buy
29,863
+38
+0.1% +$1.21K 0.07% 255
2024
Q1 		$946K Buy
29,825
+2,942
+11% +$93.3K 0.07% 252
2023
Q4 		$914K Sell
26,883
-7,867
-23% -$256K 0.08% 246
2023
Q3 		$1.11M Sell
34,750
-958
-3% -$29.5K 0.11% 202
2023
Q2 		$1.03M Sell
35,708
-214
-0.6% -$6.2K 0.09% 237
2023
Q1 		$1.01M Sell
35,922
-217
-0.6% -$6.35K 0.09% 255
2022
Q4 		$1.04M Sell
36,139
-131
-0.4% -$3.53K 0.09% 275
2022
Q3 		$766K Buy
36,270
+7,457
+26% +$172K 0.08% 371
2022
Q2 		$686K Sell
28,813
-801
-3% -$22.9K 0.07% 416
2022
Q1 		$865K Sell
29,614
-15,861
-35% -$472K 0.08% 356
2021
Q4 		$1.26M Buy
+45,475
New +$1.27M 0.11% 234

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Schechter Investment Advisors's E Position: Q1 2025 in Review

Schechter Investment Advisors reduced its ENI (E) stake by 7% in Q1 2025, selling an estimated $54.6K and leaving 24,983 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #273.

Schechter Investment Advisors first reported a position in E in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.26M in Q4 2021. 207 funds tracked by Wall St. Rank hold E as of Q1 2025.

  • Schechter Investment Advisors held 24,983 shares of ENI worth $773K as of Q1 2025.
  • Schechter Investment Advisors sold 1,873 ENI shares in Q1 2025, an estimated $54.6K.
  • ENI made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #273 holding.
  • Schechter Investment Advisors first reported a position in ENI in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's ENI position peaked at $1.26M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held ENI as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.