What smart money is saying about Eni
ENI.MI
No fund has written a full thesis on Eni in our archive, but 4 fund letters report a position in it — most recently Guinness Global Energy Fund in July 2026.
4
Reported positions
0
Bought
1
Sold
4
Letters
Fund activity · 4 positions · 1 move
- HoldsGuinness Global Energy FundJuly 2026
“European mid-cap integrateds: Repsol, GALP, Eni and OMV were among the strongest contributors during the first phase of the Iran conflict, helped by higher Brent-linked earnings and elevated refining margins.”
Read the letterEni - HoldsGuinness Global Energy FundJune 2026
“Mid/large and mid-caps are ENI, Equinor, GALP, Repsol and OMV.”
Read the letterEni - HoldsGuinnessJune 2026
“Mid/large and mid-caps are ENI, Equinor, GALP, Repsol and OMV.”
Read the letterEni - TrimmedOldfield Partners Overstone Global Equity FundJune 2026
“We reduced the portfolio’s energy exposure by trimming ENI and NOV.”
Read the letterEni
Read the letters behind these Eni positions
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