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E icon

True Wealth Design’s ENI E Stock Holding History

True Wealth Design’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 		$20.6K Sell
440
-4
-0.9% -$214 ﹤0.01% 794
2026
Q1 		$25.1K Buy
444
+59
+15% +$2.65K 0.01% 625
2025
Q4 		$14.6K Buy
385
+3
+0.8% +$110 ﹤0.01% 720
2025
Q3 		$13.4K Buy
382
+289
+311% +$9.97K ﹤0.01% 739
2025
Q2 		$3.02K Sell
93
-1
-1% -$30 ﹤0.01% 1007
2025
Q1 		$2.91K Buy
94
+3
+3% +$88 ﹤0.01% 875
2024
Q4 		$2.49K Buy
91
+17
+23% +$498 ﹤0.01% 680
2024
Q3 		$2.24K Sell
74
-23
-24% -$721 ﹤0.01% 757
2024
Q2 		$2.99K Buy
97
+15
+18% +$476 ﹤0.01% 317
2024
Q1 		$2.6K Buy
82
+38
+86% +$1.21K ﹤0.01% 319
2023
Q4 		$1.5K Hold
44
– – ﹤0.01% 323
2023
Q3 		$1.41K Hold
44
– – ﹤0.01% 288
2023
Q2 		$1.27K Hold
44
– – ﹤0.01% 303
2023
Q1 		$1.23K Buy
44
+1
+2% +$29 ﹤0.01% 382
2022
Q4 		$1.23K Buy
+43
New +$1.16K ﹤0.01% 323

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

True Wealth Design's E Position: Q2 2026 in Review

True Wealth Design reduced its ENI (E) stake by 0.9% in Q2 2026, selling an estimated $214 and leaving 440 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

True Wealth Design first reported a position in E in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.1K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • True Wealth Design held 440 shares of ENI worth $20.6K as of Q2 2026.
  • True Wealth Design sold 4 ENI shares in Q2 2026, an estimated $214.
  • ENI made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #794 holding.
  • True Wealth Design first reported a position in ENI in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's ENI position peaked at $25.1K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.