USCWA
E icon

U.S. Capital Wealth Advisors’s ENI E Stock Holding History

U.S. Capital Wealth 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
Q1 		$843K Buy
14,890
+506
+4% +$22.7K 0.02% 560
2025
Q4 		$546K Buy
+14,384
New +$528K 0.01% 635

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

U.S. Capital Wealth Advisors's E Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its ENI (E) stake by 3.5% in Q1 2026, buying an estimated $22.7K and bringing the position to 14,890 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #560.

U.S. Capital Wealth Advisors first reported a position in E in Q4 2025 and has held it in 2 quarters since. 337 funds tracked by Wall St. Rank hold E as of Q1 2026.

  • U.S. Capital Wealth Advisors held 14,890 shares of ENI worth $843K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 506 ENI shares in Q1 2026, an estimated $22.7K.
  • ENI made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #560 holding.
  • U.S. Capital Wealth Advisors first reported a position in ENI in Q4 2025 and has held it in 2 quarters since.
  • 337 funds tracked by Wall St. Rank held ENI as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.