James T. Borello RIA
E icon

James T. Borello RIA’s ENI E Stock Holding History

James T. Borello RIA’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
Q3 		$27.9K Sell
513
-128
-20% -$6.81K 0.01% 338
2026
Q2 		$30K Sell
641
-108
-14% -$5.79K 0.01% 319
2026
Q1 		$42.4K Buy
749
+741
+9,263% +$33.2K 0.01% 241
2025
Q4 		$304 Buy
+8
New +$294 ﹤0.01% 974

Other funds holding E

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

James T. Borello RIA's E Position: Q3 2026 in Review

James T. Borello RIA reduced its ENI (E) stake by 20% in Q3 2026, selling an estimated $6.81K and leaving 513 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #338.

James T. Borello RIA first reported a position in E in Q4 2025 and has held it in 4 quarters since. The position peaked at $42.4K in Q1 2026. 83 funds tracked by Wall St. Rank hold E as of Q3 2026.

  • James T. Borello RIA held 513 shares of ENI worth $27.9K as of Q3 2026.
  • James T. Borello RIA sold 128 ENI shares in Q3 2026, an estimated $6.81K.
  • ENI made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #338 holding.
  • James T. Borello RIA first reported a position in ENI in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello RIA's ENI position peaked at $42.4K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held ENI as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.