CT
VTLE

Clearstead Trust’s Vital Energy VTLE Stock Holding History

Clearstead Trust’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
-39
Closed -$659 – 1544
2025
Q3 		$659 Hold
39
– – ﹤0.01% 1324
2025
Q2 		$628 Buy
+39
New +$638 ﹤0.01% 1285

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 Trust's VTLE Position: Q4 2025 in Review

Clearstead Trust sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 39 shares — an estimated $659 sold.

Clearstead Trust first reported a position in VTLE in Q2 2025 and held it in 2 quarters. The position peaked at $659 in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Clearstead Trust reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 39 Vital Energy shares in Q4 2025, an estimated $659.
  • Clearstead Trust first reported a position in Vital Energy in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Vital Energy position peaked at $659 in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

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