SW
E icon

SVB Wealth’s ENI E Stock Holding History

SVB Wealth’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
Q2 		– Sell
-2,534
Closed -$78.4K – 832
2025
Q1 		$78.4K Buy
+2,534
New +$73.9K ﹤0.01% 455

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SVB Wealth's E Position: Q2 2025 in Review

SVB Wealth sold out of ENI (E) in Q2 2025, closing a stake of 2,534 shares — an estimated $78.4K sold.

SVB Wealth first reported a position in E in Q1 2025 and held it in 1 quarter. The position peaked at $78.4K in Q1 2025. 214 funds tracked by Wall St. Rank hold E as of Q2 2025.

  • SVB Wealth reported no remaining ENI position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 2,534 ENI shares in Q2 2025, an estimated $78.4K.
  • SVB Wealth first reported a position in ENI in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's ENI position peaked at $78.4K in Q1 2025.
  • 214 funds tracked by Wall St. Rank held ENI as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.