Envestnet Asset Management
OBE

Envestnet Asset Management’s Obsidian Energy OBE Stock Holding History

Envestnet Asset Management’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,143
Closed -$124K – 4917
2026
Q1 		$124K Sell
13,143
-4,020
-23% -$30.7K ﹤0.01% 4598
2025
Q4 		$105K Sell
17,163
-186,305
-92% -$1.13M ﹤0.01% 4365
2025
Q3 		$1.33M Sell
203,468
-2,305
-1% -$13.7K ﹤0.01% 3166
2025
Q2 		$1.14M Buy
205,773
+6,276
+3% +$31.1K ﹤0.01% 3202
2025
Q1 		$1.17M Buy
199,497
+55,250
+38% +$305K ﹤0.01% 3101
2024
Q4 		$835K Buy
144,247
+106,296
+280% +$606K ﹤0.01% 3278
2024
Q3 		$210K Sell
37,951
-77,929
-67% -$522K ﹤0.01% 3999
2024
Q2 		$867K Buy
+115,880
New +$909K ﹤0.01% 3124

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

Envestnet Asset Management's OBE Position: Q2 2026 in Review

Envestnet Asset Management sold out of Obsidian Energy (OBE) in Q2 2026, closing a stake of 13,143 shares — an estimated $124K sold.

Envestnet Asset Management first reported a position in OBE in Q2 2024 and held it in 8 quarters. The position peaked at $1.33M in Q3 2025. 104 funds tracked by Wall St. Rank hold OBE as of Q2 2026.

  • Envestnet Asset Management reported no remaining Obsidian Energy position as of Q2 2026 after selling out during the quarter.
  • Envestnet Asset Management sold 13,143 Obsidian Energy shares in Q2 2026, an estimated $124K.
  • Envestnet Asset Management first reported a position in Obsidian Energy in Q2 2024 and held it in 8 quarters.
  • Envestnet Asset Management's Obsidian Energy position peaked at $1.33M in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.