Wells Fargo’s Energy Focus EFOI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-1
| Closed | -$2 | – | 7379 |
|
|
2026
Q1 | $2 | Sell |
1
-10
| -91% | -$20 | ﹤0.01% | 7099 |
|
|
2025
Q4 | $25 | Buy |
+11
| New | +$27 | ﹤0.01% | 6684 |
|
|
2024
Q2 | – | Sell |
-22
| Closed | -$35 | – | 7046 |
|
|
2024
Q1 | $35 | Sell |
22
-28
| -56% | -$44 | ﹤0.01% | 6933 |
|
|
2023
Q4 | $75 | Buy |
50
+8
| +19% | +$13 | ﹤0.01% | 6835 |
|
|
2023
Q3 | $84 | Buy |
42
+32
| +320% | +$65 | ﹤0.01% | 6812 |
|
|
2023
Q2 | $18 | Buy |
10
+2
| +25% | +$6 | ﹤0.01% | 7320 |
|
|
2023
Q1 | $31 | Hold |
8
| – | – | ﹤0.01% | 7243 |
|
|
2022
Q4 | $17 | Buy |
8
+1
| +14% | +$3 | ﹤0.01% | 7315 |
|
|
2022
Q3 | $0 | Buy |
7
+1
| +17% | +$5 | ﹤0.01% | 6805 |
|
|
2022
Q2 | $0 | Buy |
6
+1
| +20% | +$9 | ﹤0.01% | 6952 |
|
|
2022
Q1 | $0 | Buy |
5
+1
| +25% | +$12 | ﹤0.01% | 7215 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 7337 |
|
|
2021
Q3 | $0 | Buy |
4
+1
| +33% | +$25 | ﹤0.01% | 7066 |
|
|
2021
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 6998 |
|
|
2021
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 6971 |
|
|
2020
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 6585 |
|
|
2020
Q3 | $0 | Buy |
3
+1
| +50% | +$49 | ﹤0.01% | 6433 |
|
|
2020
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 6388 |
|
|
2020
Q1 | $0 | Buy |
+2
| New | +$37 | ﹤0.01% | 6321 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | – | – | 6422 |
|
|
2019
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 6441 |
|
|
2019
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 6399 |
|
|
2019
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 6132 |
|
|
2018
Q4 | $0 | Sell |
12
-8
| -40% | -$346 | ﹤0.01% | 6440 |
|
|
2018
Q3 | $1K | Sell |
20
-68
| -77% | -$5.16K | ﹤0.01% | 6289 |
|
|
2018
Q2 | $6K | Sell |
88
-118
| -57% | -$9.65K | ﹤0.01% | 6053 |
|
|
2018
Q1 | $18K | Sell |
206
-68
| -25% | -$6.42K | ﹤0.01% | 5826 |
|
|
2017
Q4 | $23K | Sell |
274
-222
| -45% | -$20.2K | ﹤0.01% | 5759 |
|
|
2017
Q3 | $47K | Hold |
496
| – | – | ﹤0.01% | 5486 |
|
|
2017
Q2 | $46K | Sell |
496
-26
| -5% | -$2.75K | ﹤0.01% | 5410 |
|
|
2017
Q1 | $60K | Buy |
522
+58
| +13% | +$8.28K | ﹤0.01% | 5385 |
|
|
2016
Q4 | $69K | Buy |
464
+28
| +6% | +$4.43K | ﹤0.01% | 5289 |
|
|
2016
Q3 | $75K | Sell |
436
-81
| -16% | -$13.7K | ﹤0.01% | 5080 |
|
|
2016
Q2 | $113K | Sell |
517
-1,631
| -76% | -$386K | ﹤0.01% | 4748 |
|
|
2016
Q1 | $558K | Buy |
2,148
+408
| +23% | +$144K | ﹤0.01% | 3804 |
|
|
2015
Q4 | $837K | Buy |
1,740
+1,697
| +3,947% | +$866K | ﹤0.01% | 3589 |
|
|
2015
Q3 | $18K | Buy |
+43
| New | +$21.5K | ﹤0.01% | 5569 |
|
Other funds holding EFOI
HCA
TRCT
Wells Fargo's EFOI Position: Q2 2026 in Review
Wells Fargo sold out of Energy Focus (EFOI) in Q2 2026, closing a stake of 1 share — an estimated $2 sold.
Wells Fargo first reported a position in EFOI in Q3 2015 and held it in 36 quarters. The position peaked at $837K in Q4 2015. 16 funds tracked by Wall St. Rank hold EFOI as of Q2 2026.
- Wells Fargo reported no remaining Energy Focus position as of Q2 2026 after selling out during the quarter.
- Wells Fargo sold 1 Energy Focus share in Q2 2026, an estimated $2.
- Wells Fargo first reported a position in Energy Focus in Q3 2015 and held it in 36 quarters.
- Wells Fargo's Energy Focus position peaked at $837K in Q4 2015.
- 16 funds tracked by Wall St. Rank held Energy Focus as of Q2 2026.
Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.