EWA
VTLE

EverSource Wealth Advisors’s Vital Energy VTLE Stock Holding History

EverSource Wealth Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-324
Closed -$5.47K – 4463
2025
Q3 		$5.47K Sell
324
-198
-38% -$3.35K ﹤0.01% 3124
2025
Q2 		$8.4K Buy
+522
New +$8.54K ﹤0.01% 2921
2025
Q1 		– Sell
-111
Closed -$3.43K – 4180
2024
Q4 		$3.43K Buy
111
+85
+327% +$2.52K ﹤0.01% 2506
2024
Q3 		$699 Buy
26
+14
+117% +$518 ﹤0.01% 2792
2024
Q2 		$523 Buy
+12
New +$598 ﹤0.01% 2882
2024
Q1 		– Sell
-10
Closed -$455 – 3001
2023
Q4 		$455 Hold
10
– – ﹤0.01% 2540
2023
Q3 		$554 Buy
+10
New +$537 ﹤0.01% 2351
2023
Q1 		– Sell
-31
Closed -$1.59K – 2547
2022
Q4 		$1.59K Hold
31
– – ﹤0.01% 1981
2022
Q3 		$2K Hold
31
– – ﹤0.01% 1743
2022
Q2 		$2K Hold
31
– – ﹤0.01% 1588
2022
Q1 		$2K Hold
31
– – ﹤0.01% 1598
2021
Q4 		$2K Buy
+31
New +$2.19K ﹤0.01% 1640

Other funds holding VTLE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 324 shares — an estimated $5.47K sold.

EverSource Wealth Advisors first reported a position in VTLE in Q4 2021 and held it in 12 quarters. The position peaked at $8.4K in Q2 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 324 Vital Energy shares in Q4 2025, an estimated $5.47K.
  • EverSource Wealth Advisors first reported a position in Vital Energy in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Vital Energy position peaked at $8.4K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

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