EWA
NINE

EverSource Wealth Advisors’s Nine Energy Service NINE Stock Holding History

EverSource Wealth Advisors’s Portfolio NINE Stock Details NINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-490
Closed -$310 – 4384
2025
Q3 		$310 Hold
490
– – ﹤0.01% 4046
2025
Q2 		$378 Sell
490
-633
-56% -$464 ﹤0.01% 3958
2025
Q1 		$1.27K Buy
1,123
+199
+22% +$244 ﹤0.01% 3143
2024
Q4 		$1.03K Hold
924
– – ﹤0.01% 2952
2024
Q3 		$1.04K Sell
924
-274
-23% -$390 ﹤0.01% 2719
2024
Q2 		$2.26K Buy
1,198
+341
+40% +$690 ﹤0.01% 2510
2024
Q1 		$1.85K Buy
857
+633
+283% +$1.45K ﹤0.01% 2411
2023
Q4 		$600 Buy
+224
New +$648 ﹤0.01% 2491

Other funds holding NINE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EverSource Wealth Advisors's NINE Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Nine Energy Service (NINE) in Q4 2025, closing a stake of 490 shares — an estimated $310 sold.

EverSource Wealth Advisors first reported a position in NINE in Q4 2023 and held it in 8 quarters. The position peaked at $2.26K in Q2 2024. 30 funds tracked by Wall St. Rank hold NINE as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Nine Energy Service position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 490 Nine Energy Service shares in Q4 2025, an estimated $310.
  • EverSource Wealth Advisors first reported a position in Nine Energy Service in Q4 2023 and held it in 8 quarters.
  • EverSource Wealth Advisors's Nine Energy Service position peaked at $2.26K in Q2 2024.
  • 30 funds tracked by Wall St. Rank held Nine Energy Service as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.