CA
VTLE

Clearstead Advisors’s Vital Energy VTLE Stock Holding History

Clearstead Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-503
Closed -$8.5K – 3279
2025
Q3 		$8.5K Buy
503
+221
+78% +$3.73K ﹤0.01% 1974
2025
Q2 		$4.54K Buy
+282
New +$4.61K ﹤0.01% 2132

Other funds holding VTLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Clearstead Advisors's VTLE Position: Q4 2025 in Review

Clearstead Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 503 shares — an estimated $8.5K sold.

Clearstead Advisors first reported a position in VTLE in Q2 2025 and held it in 2 quarters. The position peaked at $8.5K in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Clearstead Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 503 Vital Energy shares in Q4 2025, an estimated $8.5K.
  • Clearstead Advisors first reported a position in Vital Energy in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Vital Energy position peaked at $8.5K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.