EF
BRY

Empowered Funds’s Berry Corp BRY Stock Holding History

Empowered Funds’s Portfolio BRY Stock Details BRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-355,280
Closed -$1.34M – 1121
2025
Q3 		$1.34M Sell
355,280
-109,683
-24% -$355K 0.01% 1083
2025
Q2 		$1.29M Buy
464,963
+27,337
+6% +$73K 0.01% 998
2025
Q1 		$1.4M Buy
437,626
+29,794
+7% +$122K 0.02% 885
2024
Q4 		$1.68M Buy
407,832
+19,820
+5% +$91.5K 0.02% 796
2024
Q3 		$1.99M Buy
388,012
+19,698
+5% +$120K 0.03% 677
2024
Q2 		$2.38M Buy
368,314
+26,460
+8% +$197K 0.04% 557
2024
Q1 		$2.75M Buy
341,854
+25,867
+8% +$181K 0.05% 502
2023
Q4 		$2.22M Buy
315,987
+28,520
+10% +$214K 0.06% 488
2023
Q3 		$2.36M Buy
287,467
+23,542
+9% +$189K 0.07% 405
2023
Q2 		$1.82M Buy
+263,925
New +$1.9M 0.06% 428

Other funds holding BRY

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

Empowered Funds's BRY Position: Q4 2025 in Review

Empowered Funds sold out of Berry Corp (BRY) in Q4 2025, closing a stake of 355,280 shares — an estimated $1.34M sold.

Empowered Funds first reported a position in BRY in Q2 2023 and held it in 10 quarters. The position peaked at $2.75M in Q1 2024. 2 funds tracked by Wall St. Rank hold BRY as of Q4 2025.

  • Empowered Funds reported no remaining Berry Corp position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 355,280 Berry Corp shares in Q4 2025, an estimated $1.34M.
  • Empowered Funds first reported a position in Berry Corp in Q2 2023 and held it in 10 quarters.
  • Empowered Funds's Berry Corp position peaked at $2.75M in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Berry Corp as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.