Empower Advisory Group
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Empower Advisory Group’s Charter Communications CHTR Stock Holding History

Empower Advisory Group’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,374
Closed -$562K – 532
2025
Q2 		$562K Buy
+1,374
New +$526K ﹤0.01% 310

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State Street
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BlackRock
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Harris Associates
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group's CHTR Position: Q3 2025 in Review

Empower Advisory Group sold out of Charter Communications (CHTR) in Q3 2025, closing a stake of 1,374 shares — an estimated $562K sold.

Empower Advisory Group first reported a position in CHTR in Q2 2025 and held it in 1 quarter. The position peaked at $562K in Q2 2025. 804 funds tracked by Wall St. Rank hold CHTR as of Q3 2025.

  • Empower Advisory Group reported no remaining Charter Communications position as of Q3 2025 after selling out during the quarter.
  • Empower Advisory Group sold 1,374 Charter Communications shares in Q3 2025, an estimated $562K.
  • Empower Advisory Group first reported a position in Charter Communications in Q2 2025 and held it in 1 quarter.
  • Empower Advisory Group's Charter Communications position peaked at $562K in Q2 2025.
  • 804 funds tracked by Wall St. Rank held Charter Communications as of Q3 2025.

Based on Empower Advisory Group's 13F filing for Q3 2025, filed 14 Nov 2025.