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Sequoia Financial Advisors’s ENI E Stock Holding History

Sequoia Financial 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
2026
Q2 		$1.61M Sell
34,288
-300
-0.9% -$16.1K 0.01% 727
2026
Q1 		$1.96M Buy
34,588
+1,237
+4% +$55.5K 0.01% 608
2025
Q4 		$1.27M Buy
33,351
+2,520
+8% +$92.6K 0.01% 776
2025
Q3 		$1.08M Buy
30,831
+1,273
+4% +$43.9K 0.01% 740
2025
Q2 		$958K Buy
29,558
+16,804
+132% +$498K 0.01% 703
2025
Q1 		$394K Buy
12,754
+1,209
+10% +$35.3K ﹤0.01% 955
2024
Q4 		$316K Sell
11,545
-901
-7% -$26.4K ﹤0.01% 1002
2024
Q3 		$377K Buy
12,446
+652
+6% +$20.4K ﹤0.01% 863
2024
Q2 		$363K Sell
11,794
-139
-1% -$4.41K ﹤0.01% 815
2024
Q1 		$379K Buy
11,933
+573
+5% +$18.2K ﹤0.01% 779
2023
Q4 		$386K Buy
11,360
+1,384
+14% +$45K ﹤0.01% 829
2023
Q3 		$318K Buy
9,976
+23
+0.2% +$709 0.01% 670
2023
Q2 		$287K Sell
9,953
-202
-2% -$5.86K ﹤0.01% 719
2023
Q1 		$284K Sell
10,155
-117
-1% -$3.43K 0.01% 647
2022
Q4 		$294K Buy
+10,272
New +$277K 0.01% 589

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

Sequoia Financial Advisors's E Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its ENI (E) stake by 0.87% in Q2 2026, selling an estimated $16.1K and leaving 34,288 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #727.

Sequoia Financial Advisors first reported a position in E in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.96M in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Sequoia Financial Advisors held 34,288 shares of ENI worth $1.61M as of Q2 2026.
  • Sequoia Financial Advisors sold 300 ENI shares in Q2 2026, an estimated $16.1K.
  • ENI made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #727 holding.
  • Sequoia Financial Advisors first reported a position in ENI in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's ENI position peaked at $1.96M in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.