KCM
VTLE

Kennedy Capital Management’s Vital Energy VTLE Stock Holding History

Kennedy Capital Management’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
Q1 		– Sell
-83,174
Closed -$2.57M – 704
2024
Q4 		$2.57M Sell
83,174
-1,610
-2% -$47.7K 0.06% 471
2024
Q3 		$2.28M Buy
84,784
+43,864
+107% +$1.62M 0.05% 492
2024
Q2 		$1.83M Sell
40,920
-176
-0.4% -$8.77K 0.04% 521
2024
Q1 		$2.16M Sell
41,096
-607
-1% -$28.2K 0.04% 507
2023
Q4 		$1.9M Sell
41,703
-655
-2% -$31.4K 0.04% 503
2023
Q3 		$2.35M Hold
42,358
– – 0.06% 428
2023
Q2 		$1.91M Hold
42,358
– – 0.04% 470
2023
Q1 		$1.93M Hold
42,358
– – 0.06% 413
2022
Q4 		$2.18M Buy
+42,358
New +$2.61M 0.06% 405

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kennedy Capital Management's VTLE Position: Q1 2025 in Review

Kennedy Capital Management sold out of Vital Energy (VTLE) in Q1 2025, closing a stake of 83,174 shares — an estimated $2.57M sold.

Kennedy Capital Management first reported a position in VTLE in Q4 2022 and held it in 9 quarters. The position peaked at $2.57M in Q4 2024. 228 funds tracked by Wall St. Rank hold VTLE as of Q1 2025.

  • Kennedy Capital Management reported no remaining Vital Energy position as of Q1 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 83,174 Vital Energy shares in Q1 2025, an estimated $2.57M.
  • Kennedy Capital Management first reported a position in Vital Energy in Q4 2022 and held it in 9 quarters.
  • Kennedy Capital Management's Vital Energy position peaked at $2.57M in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Vital Energy as of Q1 2025.

Based on Kennedy Capital Management's 13F filing for Q1 2025, filed 13 May 2025.