CIM
EQT icon

Confluence Investment Management’s EQT Corp EQT Stock Holding History

Confluence Investment Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.65M Buy
33,973
+11,230
+49% +$588K 0.03% 181
2026
Q2 		$1.21M Buy
22,743
+1,389
+7% +$77.9K 0.02% 202
2026
Q1 		$1.36M Buy
21,354
+1,238
+6% +$72.5K 0.02% 187
2025
Q4 		$1.08M Buy
+20,116
New +$1.13M 0.02% 211
2022
Q4 		– Sell
-9,174
Closed -$374K – 310
2022
Q3 		$374K Buy
+9,174
New +$398K 0.01% 250

Other funds holding EQT

OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return

Confluence Investment Management's EQT Position: Q3 2026 in Review

Confluence Investment Management increased its EQT Corp (EQT) stake by 49% in Q3 2026, buying an estimated $588K and bringing the position to 33,973 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #181.

Confluence Investment Management first reported a position in EQT in Q3 2022 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold EQT as of Q3 2026.

  • Confluence Investment Management held 33,973 shares of EQT Corp worth $1.65M as of Q3 2026.
  • Confluence Investment Management bought 11,230 EQT Corp shares in Q3 2026, an estimated $588K.
  • EQT Corp made up 0.03% of Confluence Investment Management's portfolio in Q3 2026, its #181 holding.
  • Confluence Investment Management first reported a position in EQT Corp in Q3 2022 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held EQT Corp as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.