Focus Partners Wealth
VTLE

Focus Partners Wealth’s Vital Energy VTLE Stock Holding History

Focus Partners Wealth’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
-27,174
Closed -$459K – 2787
2025
Q3 		$459K Sell
27,174
-1,796
-6% -$30.3K ﹤0.01% 1648
2025
Q2 		$466K Buy
28,970
+953
+3% +$15.6K ﹤0.01% 1475
2025
Q1 		$595K Sell
28,017
-498
-2% -$14.4K ﹤0.01% 1272
2024
Q4 		$882K Buy
28,515
+1,515
+6% +$44.9K ﹤0.01% 1096
2024
Q3 		$726K Buy
+27,000
New +$999K ﹤0.01% 1032

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

Focus Partners Wealth's VTLE Position: Q4 2025 in Review

Focus Partners Wealth sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 27,174 shares — an estimated $459K sold.

Focus Partners Wealth first reported a position in VTLE in Q3 2024 and held it in 5 quarters. The position peaked at $882K in Q4 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Focus Partners Wealth reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 27,174 Vital Energy shares in Q4 2025, an estimated $459K.
  • Focus Partners Wealth first reported a position in Vital Energy in Q3 2024 and held it in 5 quarters.
  • Focus Partners Wealth's Vital Energy position peaked at $882K in Q4 2024.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.