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Clearstead Advisors’s Epsilon Energy EPSN Stock Holding History

Clearstead Advisors’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22 Buy
+4
New +$24 ﹤0.01% 3573
2026
Q1 		– Sell
-5
Closed -$24 – 2434
2025
Q4 		$24 Sell
5
-47
-90% -$227 ﹤0.01% 2673
2025
Q3 		$263 Buy
+52
New +$315 ﹤0.01% 2825

Other funds holding EPSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
VCA
Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's EPSN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Epsilon Energy (EPSN) in Q2 2026: 4 shares worth $22. The stake represents ﹤0.01% of the portfolio and ranks #3573 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in EPSN as recently as Q4 2025.

Clearstead Advisors first reported a position in EPSN in Q3 2025 and has held it in 3 quarters since. The position peaked at $263 in Q3 2025. 38 funds tracked by Wall St. Rank hold EPSN as of Q2 2026.

  • Clearstead Advisors held 4 shares of Epsilon Energy worth $22 as of Q2 2026.
  • Epsilon Energy was a new Clearstead Advisors position in Q2 2026.
  • Epsilon Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3573 holding.
  • Clearstead Advisors first reported a position in Epsilon Energy in Q3 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Epsilon Energy position peaked at $263 in Q3 2025.
  • 38 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.