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 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 $1.66T AUM 25.57% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

United Capital Financial Advisors's E Position: Q1 2026 in Review

United Capital Financial Advisors increased its ENI (E) stake by 24% in Q1 2026, buying an estimated $1.16M and bringing the position to 133,671 shares worth $7.57M. The position accounts for 0.05% of the portfolio, ranked #284.

United Capital Financial Advisors first reported a position in E in Q4 2023 and has held it in 6 quarters since. 336 funds tracked by Wall St. Rank hold E as of Q1 2026.

United Capital Financial Advisors held 133,671 shares of ENI worth $7.57M as of Q1 2026.
United Capital Financial Advisors bought 25,888 ENI shares in Q1 2026, an estimated $1.16M.
ENI made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #284 holding.
United Capital Financial Advisors first reported a position in ENI in Q4 2023 and has held it in 6 quarters since.
336 funds tracked by Wall St. Rank held ENI as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.