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EverSource Wealth Advisors’s Epsilon Energy EPSN Stock Holding History

EverSource Wealth Advisors’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08K Buy
175
+23
+15% +$117 ﹤0.01% 3837
2025
Q4 		$705 Buy
152
+30
+25% +$145 ﹤0.01% 3797
2025
Q3 		$615 Buy
+122
New +$740 ﹤0.01% 3898

Other funds holding EPSN

SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EverSource Wealth Advisors's EPSN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Epsilon Energy (EPSN) stake by 15% in Q1 2026, buying an estimated $117 and bringing the position to 175 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #3837.

EverSource Wealth Advisors first reported a position in EPSN in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold EPSN as of Q1 2026.

  • EverSource Wealth Advisors held 175 shares of Epsilon Energy worth $1.08K as of Q1 2026.
  • EverSource Wealth Advisors bought 23 Epsilon Energy shares in Q1 2026, an estimated $117.
  • Epsilon Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3837 holding.
  • EverSource Wealth Advisors first reported a position in Epsilon Energy in Q3 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Epsilon Energy as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.