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Transamerica Financial Advisors’s ENI E Stock Holding History

Transamerica 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 		$11.6K Buy
247
+16
+7% +$857 ﹤0.01% 964
2026
Q1 		$13.2K Buy
231
+95
+70% +$4.26K ﹤0.01% 868
2025
Q4 		$5.16K Buy
136
+118
+656% +$4.33K ﹤0.01% 956
2025
Q3 		$640 Buy
+18
New +$621 ﹤0.01% 1254
2017
Q1 		– Sell
-109
Closed -$4K – 401
2016
Q4 		$4K Buy
+109
New +$3.19K ﹤0.01% 262

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

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

Transamerica Financial Advisors increased its ENI (E) stake by 6.9% in Q2 2026, buying an estimated $857 and bringing the position to 247 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Transamerica Financial Advisors first reported a position in E in Q4 2016 and has held it in 5 quarters since. The position peaked at $13.2K in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Transamerica Financial Advisors held 247 shares of ENI worth $11.6K as of Q2 2026.
  • Transamerica Financial Advisors bought 16 ENI shares in Q2 2026, an estimated $857.
  • ENI made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #964 holding.
  • Transamerica Financial Advisors first reported a position in ENI in Q4 2016 and has held it in 5 quarters since.
  • Transamerica Financial Advisors's ENI position peaked at $13.2K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

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