AE Wealth Management’s Chord Energy CHRD Stock Holding History

AE Wealth Management’s Portfolio CHRD Stock Details CHRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.86M	Buy	33,749 +7,345	+28%	+$996K	0.02%	496
2026 Q1	$3.75M	Buy	26,404 +1,681	+7%	+$183K	0.02%	486
2025 Q4	$2.29M	Buy	24,723 +304	+1%	+$28.2K	0.01%	572
2025 Q3	$2.43M	Buy	24,419 +1,188	+5%	+$125K	0.02%	515
2025 Q2	$2.25M	Buy	23,231 +1,406	+6%	+$134K	0.02%	508
2025 Q1	$2.46M	Buy	+21,825	New	+$2.48M	0.02%	476
2023 Q4	–	Sell	-7,871	Closed	-$1.28M	–	2069
2023 Q3	$1.28M	Buy	+7,871	New	+$1.23M	0.01%	1002
2020 Q4	–	Sell	-13,181	Closed	-$4K	–	1370
2020 Q3	$4K	Buy	13,181 +1,175	+10%	+$719	﹤0.01%	1264
2020 Q2	$9K	Buy	+12,006	New	+$7.76K	﹤0.01%	1242

Other funds holding CHRD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AE Wealth Management's CHRD Position: Q2 2026 in Review

AE Wealth Management increased its Chord Energy (CHRD) stake by 28% in Q2 2026, buying an estimated $996K and bringing the position to 33,749 shares worth $3.86M. The position accounts for 0.02% of the portfolio, ranked #496.

AE Wealth Management first reported a position in CHRD in Q2 2020 and has held it in 9 quarters since. 516 funds tracked by Wall St. Rank hold CHRD as of Q2 2026.

AE Wealth Management held 33,749 shares of Chord Energy worth $3.86M as of Q2 2026.
AE Wealth Management bought 7,345 Chord Energy shares in Q2 2026, an estimated $996K.
Chord Energy made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #496 holding.
AE Wealth Management first reported a position in Chord Energy in Q2 2020 and has held it in 9 quarters since.
516 funds tracked by Wall St. Rank held Chord Energy as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.