Wealth Enhancement Advisory Services
E icon

Wealth Enhancement Advisory Services’s ENI E Stock Holding History

Wealth Enhancement Advisory Services’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 		$430K Buy
9,020
+850
+10% +$45.5K ﹤0.01% 2835
2026
Q1 		$466K Buy
8,170
+545
+7% +$24.4K ﹤0.01% 2371
2025
Q4 		$289K Sell
7,625
-1,541
-17% -$56.6K ﹤0.01% 2957
2025
Q3 		$325K Buy
9,166
+631
+7% +$21.8K ﹤0.01% 2714
2025
Q2 		$280K Buy
+8,535
New +$253K ﹤0.01% 2702
2024
Q4 		– Sell
-6,984
Closed -$212K – 2994
2024
Q3 		$212K Buy
+6,984
New +$219K ﹤0.01% 2418

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

Wealth Enhancement Advisory Services's E Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its ENI (E) stake by 10% in Q2 2026, buying an estimated $45.5K and bringing the position to 9,020 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2835.

Wealth Enhancement Advisory Services first reported a position in E in Q3 2024 and has held it in 6 quarters since. The position peaked at $466K in Q1 2026. 346 funds tracked by Wall St. Rank hold E as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,020 shares of ENI worth $430K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 850 ENI shares in Q2 2026, an estimated $45.5K.
  • ENI made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2835 holding.
  • Wealth Enhancement Advisory Services first reported a position in ENI in Q3 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's ENI position peaked at $466K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held ENI as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.