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EverSource Wealth Advisors’s Diamondback Energy FANG Stock Holding History

EverSource Wealth Advisors’s Portfolio FANG Stock Details FANG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1M Sell
69,039
-1,215
-2% -$236K 0.41% 56
2026
Q1 		$13.9M Buy
70,254
+2,277
+3% +$387K 0.42% 56
2025
Q4 		$10.2M Buy
67,977
+6,992
+11% +$1.03M 0.38% 59
2025
Q3 		$8.73M Buy
60,985
+15,716
+35% +$2.24M 0.35% 72
2025
Q2 		$6.22M Buy
45,269
+17,790
+65% +$2.46M 0.28% 83
2025
Q1 		$4.39M Buy
27,479
+5,994
+28% +$967K 0.24% 91
2024
Q4 		$3.52M Buy
21,485
+5,754
+37% +$1.01M 0.2% 102
2024
Q3 		$2.71M Buy
15,731
+8,569
+120% +$1.65M 0.17% 114
2024
Q2 		$1.45M Buy
7,162
+5,019
+234% +$996K 0.1% 162
2024
Q1 		$431K Sell
2,143
-275
-11% -$46.7K 0.03% 296
2023
Q4 		$375K Buy
2,418
+622
+35% +$97.5K 0.03% 293
2023
Q3 		$278K Buy
1,796
+189
+12% +$27.9K 0.03% 324
2023
Q2 		$211K Buy
1,607
+66
+4% +$8.84K 0.02% 387
2023
Q1 		$208K Sell
1,541
-408
-21% -$56.8K 0.03% 362
2022
Q4 		$267K Sell
1,949
-269
-12% -$39.3K 0.04% 304
2022
Q3 		$267K Buy
2,218
+594
+37% +$74.1K 0.06% 254
2022
Q2 		$197K Sell
1,624
-11
-0.7% -$1.51K 0.05% 258
2022
Q1 		$224K Buy
1,635
+4
+0.2% +$520 0.06% 243
2021
Q4 		$176K Buy
+1,631
New +$177K 0.05% 240

Other funds holding FANG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Diamondback Energy (FANG) stake by 1.7% in Q2 2026, selling an estimated $236K and leaving 69,039 shares worth $12.1M. The position accounts for 0.41% of the portfolio, ranked #56.

EverSource Wealth Advisors first reported a position in FANG in Q4 2021 and has held it in 19 quarters since. The position peaked at $13.9M in Q1 2026. 1,190 funds tracked by Wall St. Rank hold FANG as of Q2 2026.

  • EverSource Wealth Advisors held 69,039 shares of Diamondback Energy worth $12.1M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,215 Diamondback Energy shares in Q2 2026, an estimated $236K.
  • Diamondback Energy made up 0.41% of EverSource Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • EverSource Wealth Advisors first reported a position in Diamondback Energy in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Diamondback Energy position peaked at $13.9M in Q1 2026.
  • 1,190 funds tracked by Wall St. Rank held Diamondback Energy as of Q2 2026.

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