Envestnet Asset Management
VRN

Envestnet Asset Management’s Veren VRN Stock Holding History

Envestnet Asset Management’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-419,883
Closed -$2.78M – 4576
2025
Q1 		$2.78M Buy
419,883
+87,491
+26% +$484K ﹤0.01% 2511
2024
Q4 		$1.71M Buy
332,392
+32,846
+11% +$180K ﹤0.01% 2799
2024
Q3 		$1.84M Sell
299,546
-16,948
-5% -$121K ﹤0.01% 2711
2024
Q2 		$2.49M Sell
316,494
-8,539
-3% -$71.9K ﹤0.01% 2471
2024
Q1 		$2.66M Buy
325,033
+278,030
+592% +$1.95M ﹤0.01% 2395
2023
Q4 		$326K Buy
47,003
+1,674
+4% +$12.4K ﹤0.01% 3568
2023
Q3 		$376K Buy
+45,329
New +$361K ﹤0.01% 3399
2014
Q4 		– Sell
-215
Closed -$7K – 2739
2014
Q3 		$7K Buy
215
+73
+51% +$2.7K ﹤0.01% 2245
2014
Q2 		$6K Hold
142
– – ﹤0.01% 2243
2014
Q1 		$5K Buy
+142
New +$4.59K ﹤0.01% 2122

Other funds holding VRN

PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Envestnet Asset Management's VRN Position: Q2 2025 in Review

Envestnet Asset Management sold out of Veren (VRN) in Q2 2025, closing a stake of 419,883 shares — an estimated $2.78M sold.

Envestnet Asset Management first reported a position in VRN in Q1 2014 and held it in 10 quarters. The position peaked at $2.78M in Q1 2025. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • Envestnet Asset Management reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 419,883 Veren shares in Q2 2025, an estimated $2.78M.
  • Envestnet Asset Management first reported a position in Veren in Q1 2014 and held it in 10 quarters.
  • Envestnet Asset Management's Veren position peaked at $2.78M in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.