EWA
OBE

EverSource Wealth Advisors’s Obsidian Energy OBE Stock Holding History

EverSource Wealth Advisors’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-23
Closed -$150 – 4388
2025
Q3 		$150 Hold
23
– – ﹤0.01% 4145
2025
Q2 		$128 Hold
23
– – ﹤0.01% 4100
2025
Q1 		$135 Buy
+23
New +$127 ﹤0.01% 3771

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Obsidian Energy (OBE) in Q4 2025, closing a stake of 23 shares — an estimated $150 sold.

EverSource Wealth Advisors first reported a position in OBE in Q1 2025 and held it in 3 quarters. The position peaked at $150 in Q3 2025. 89 funds tracked by Wall St. Rank hold OBE as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Obsidian Energy position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 23 Obsidian Energy shares in Q4 2025, an estimated $150.
  • EverSource Wealth Advisors first reported a position in Obsidian Energy in Q1 2025 and held it in 3 quarters.
  • EverSource Wealth Advisors's Obsidian Energy position peaked at $150 in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2025.

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