SWM
E icon

SHP Wealth Management’s ENI E Stock Holding History

SHP Wealth Management’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 		$9.32K Buy
199
+41
+26% +$2.2K ﹤0.01% 1000
2026
Q1 		$8.94K Buy
158
+72
+84% +$3.23K ﹤0.01% 933
2025
Q4 		$3.26K Buy
+86
New +$3.16K ﹤0.01% 1054

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

SHP Wealth Management's E Position: Q2 2026 in Review

SHP Wealth Management increased its ENI (E) stake by 26% in Q2 2026, buying an estimated $2.2K and bringing the position to 199 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

SHP Wealth Management first reported a position in E in Q4 2025 and has held it in 3 quarters since. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • SHP Wealth Management held 199 shares of ENI worth $9.32K as of Q2 2026.
  • SHP Wealth Management bought 41 ENI shares in Q2 2026, an estimated $2.2K.
  • ENI made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1000 holding.
  • SHP Wealth Management first reported a position in ENI in Q4 2025 and has held it in 3 quarters since.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.