DIA
VTLE

Dana Investment Advisors’s Vital Energy VTLE Stock Holding History

Dana Investment 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
-373,628
Closed -$6.31M – 584
2025
Q3 		$6.31M Buy
373,628
+37,262
+11% +$630K 0.18% 132
2025
Q2 		$5.41M Buy
336,366
+130,846
+64% +$2.14M 0.18% 145
2025
Q1 		$4.36M Sell
205,520
-5,288
-3% -$153K 0.16% 163
2024
Q4 		$6.52M Sell
210,808
-12,071
-5% -$358K 0.22% 125
2024
Q3 		$6M Buy
222,879
+60,239
+37% +$2.23M 0.2% 143
2024
Q2 		$7.29M Sell
162,640
-2,174
-1% -$108K 0.25% 118
2024
Q1 		$8.66M Buy
+164,814
New +$7.65M 0.29% 97

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

Dana Investment Advisors's VTLE Position: Q4 2025 in Review

Dana Investment Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 373,628 shares — an estimated $6.31M sold.

Dana Investment Advisors first reported a position in VTLE in Q1 2024 and held it in 7 quarters. The position peaked at $8.66M in Q1 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Dana Investment Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 373,628 Vital Energy shares in Q4 2025, an estimated $6.31M.
  • Dana Investment Advisors first reported a position in Vital Energy in Q1 2024 and held it in 7 quarters.
  • Dana Investment Advisors's Vital Energy position peaked at $8.66M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Dana Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.