Clearstead Advisors’s Energous WATT Stock Holding History

Clearstead Advisors’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1	Closed	-$7	–	3259
2025 Q2	$7	Hold	1	–	–	﹤0.01%	2727
2025 Q1	$7	Hold	1	–	–	﹤0.01%	2188
2024 Q4	$26	Hold	1	–	–	﹤0.01%	2078
2024 Q3	$15	Hold	1	–	–	﹤0.01%	2028
2024 Q2	$28	Hold	1	–	–	﹤0.01%	2012
2024 Q1	$38	Hold	1	–	–	﹤0.01%	1525
2023 Q4	$46	Sell	1 -1	-50%	-$57	﹤0.01%	1505
2023 Q3	$80	Buy	2 +1	+100%	+$99	﹤0.01%	1510
2023 Q2	$120	Sell	1 -8	-89%	-$1.71K	﹤0.01%	1345
2023 Q1	$2.97K	Hold	9	–	–	﹤0.01%	1082
2022 Q4	$4.6K	Hold	9	–	–	﹤0.01%	995
2022 Q3	$6K	Hold	9	–	–	﹤0.01%	965
2022 Q2	$6K	Hold	9	–	–	﹤0.01%	990
2022 Q1	$7K	Buy	9 +8	+800%	+$5.55K	﹤0.01%	1046
2021 Q4	$1K	Hold	1	–	–	﹤0.01%	1230
2021 Q3	$1K	Hold	1	–	–	﹤0.01%	1254
2021 Q2	$1K	Hold	1	–	–	﹤0.01%	1211
2021 Q1	$2K	Hold	1	–	–	﹤0.01%	984
2020 Q4	$1K	Hold	1	–	–	﹤0.01%	962
2020 Q3	$2K	Hold	1	–	–	﹤0.01%	828
2020 Q2	$2K	Hold	1	–	–	﹤0.01%	754
2020 Q1	$0	Buy	+1	New	+$893	﹤0.01%	786

Other funds holding WATT

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Clearstead Advisors's WATT Position: Q3 2025 in Review

Clearstead Advisors sold out of Energous (WATT) in Q3 2025, closing a stake of 1 share — an estimated $7 sold.

Clearstead Advisors first reported a position in WATT in Q1 2020 and held it in 22 quarters. The position peaked at $7K in Q1 2022. 19 funds tracked by Wall St. Rank hold WATT as of Q3 2025.

Clearstead Advisors reported no remaining Energous position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 1 Energous share in Q3 2025, an estimated $7.
Clearstead Advisors first reported a position in Energous in Q1 2020 and held it in 22 quarters.
Clearstead Advisors's Energous position peaked at $7K in Q1 2022.
19 funds tracked by Wall St. Rank held Energous as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.