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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
Q2 		$3.88K Buy
717
+542
+310% +$3.21K ﹤0.01% 3413
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 $187M AUM 12.91% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Ballast Asset Management Dallas, Texas $251M AUM 53.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

EverSource Wealth Advisors's EPSN Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Epsilon Energy (EPSN) stake by 310% in Q2 2026, buying an estimated $3.21K and bringing the position to 717 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

EverSource Wealth Advisors first reported a position in EPSN in Q3 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold EPSN as of Q2 2026.

  • EverSource Wealth Advisors held 717 shares of Epsilon Energy worth $3.88K as of Q2 2026.
  • EverSource Wealth Advisors bought 542 Epsilon Energy shares in Q2 2026, an estimated $3.21K.
  • Epsilon Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3413 holding.
  • EverSource Wealth Advisors first reported a position in Epsilon Energy in Q3 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.