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Dogwood Wealth Management’s Energous WATT Stock Holding History

Dogwood Wealth Management’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 -$5 – 813
2025
Q2 		$5 Hold
1
– – ﹤0.01% 691
2025
Q1 		$5 Hold
1
– – ﹤0.01% 532
2024
Q4 		$18 Buy
+1
New +$16 ﹤0.01% 276

Other funds holding WATT

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Dogwood Wealth Management's WATT Position: Q3 2025 in Review

Dogwood Wealth Management sold out of Energous (WATT) in Q3 2025, closing a stake of 1 share — an estimated $5 sold.

Dogwood Wealth Management first reported a position in WATT in Q4 2024 and held it in 3 quarters. The position peaked at $18 in Q4 2024. 19 funds tracked by Wall St. Rank hold WATT as of Q3 2025.

  • Dogwood Wealth Management reported no remaining Energous position as of Q3 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 1 Energous share in Q3 2025, an estimated $5.
  • Dogwood Wealth Management first reported a position in Energous in Q4 2024 and held it in 3 quarters.
  • Dogwood Wealth Management's Energous position peaked at $18 in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Energous as of Q3 2025.

Based on Dogwood Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.