EverSource Wealth Advisors’s PrimeEnergy Resources PNRG Stock Holding History

EverSource Wealth Advisors’s Portfolio PNRG Stock Details PNRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.34K	Buy	14 +9	+180%	+$1.91K	﹤0.01%	3664
2026 Q1	$1.16K	Buy	+5	New	+$961	﹤0.01%	3803
2025 Q4	–	Sell	-7	Closed	-$1.17K	–	4399
2025 Q3	$1.17K	Buy	+7	New	+$1.14K	﹤0.01%	3717
2025 Q2	–	Sell	-4	Closed	-$912	–	4337
2025 Q1	$912	Buy	4 +3	+300%	+$621	﹤0.01%	3261
2024 Q4	$220	Buy	+1	New	+$181	﹤0.01%	3423

Other funds holding PNRG

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

HIMC

Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SWA

Safir Wealth Advisors Greenland, New Hampshire $154M AUM 15.56% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

EverSource Wealth Advisors increased its PrimeEnergy Resources (PNRG) stake by 180% in Q2 2026, buying an estimated $1.91K and bringing the position to 14 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #3664.

EverSource Wealth Advisors first reported a position in PNRG in Q4 2024 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold PNRG as of Q2 2026.

EverSource Wealth Advisors held 14 shares of PrimeEnergy Resources worth $2.34K as of Q2 2026.
EverSource Wealth Advisors bought 9 PrimeEnergy Resources shares in Q2 2026, an estimated $1.91K.
PrimeEnergy Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3664 holding.
EverSource Wealth Advisors first reported a position in PrimeEnergy Resources in Q4 2024 and has held it in 5 quarters since.
20 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q2 2026.

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