United Capital Financial Advisors’s ENI E Stock Holding History

United Capital 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	$567K	Sell	12,109 -121,562	-91%	-$6.51M	﹤0.01%	1044
2026 Q1	$7.57M	Buy	133,671 +25,888	+24%	+$1.16M	0.05%	284
2025 Q4	$4.09M	Buy	107,783 +100,538	+1,388%	+$3.69M	0.02%	386
2025 Q3	$253K	Buy	7,245 +347	+5%	+$12K	﹤0.01%	1073
2025 Q2	$224K	Buy	6,898 +55	+0.8%	+$1.63K	﹤0.01%	1021
2025 Q1	$212K	Buy	+6,843	New	+$200K	﹤0.01%	1000
2024 Q1	–	Sell	-5,910	Closed	-$201K	–	1094
2023 Q4	$201K	Buy	+5,910	New	+$192K	﹤0.01%	1005

Other funds holding E

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

United Capital Financial Advisors's E Position: Q2 2026 in Review

United Capital Financial Advisors reduced its ENI (E) stake by 91% in Q2 2026, selling an estimated $6.51M and leaving 12,109 shares worth $567K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

United Capital Financial Advisors first reported a position in E in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.57M in Q1 2026. 348 funds tracked by Wall St. Rank hold E as of Q2 2026.

United Capital Financial Advisors held 12,109 shares of ENI worth $567K as of Q2 2026.
United Capital Financial Advisors sold 121,562 ENI shares in Q2 2026, an estimated $6.51M.
ENI made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1044 holding.
United Capital Financial Advisors first reported a position in ENI in Q4 2023 and has held it in 7 quarters since.
United Capital Financial Advisors's ENI position peaked at $7.57M in Q1 2026.
348 funds tracked by Wall St. Rank held ENI as of Q2 2026.

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