KAS
VTLE

Kestra Advisory Services’s Vital Energy VTLE Stock Holding History

Kestra Advisory Services’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
-16,870
Closed -$285K – 4571
2025
Q3 		$285K Sell
16,870
-2,920
-15% -$49.3K ﹤0.01% 2490
2025
Q2 		$318K Sell
19,790
-1,519
-7% -$24.8K ﹤0.01% 2299
2025
Q1 		$452K Buy
21,309
+41
+0.2% +$1.19K ﹤0.01% 1875
2024
Q4 		$658K Buy
21,268
+4
+0% +$119 ﹤0.01% 1681
2024
Q3 		$572K Buy
21,264
+11,494
+118% +$425K ﹤0.01% 1686
2024
Q2 		$438K Hold
9,770
– – ﹤0.01% 1864
2024
Q1 		$513K Hold
9,770
– – ﹤0.01% 1649
2023
Q4 		$444K Hold
9,770
– – ﹤0.01% 1596
2023
Q3 		$541K Sell
9,770
-1,100
-10% -$59.1K 0.01% 1329
2023
Q2 		$491K Hold
10,870
– – ﹤0.01% 1321
2023
Q1 		$495K Sell
10,870
-109
-1% -$5.44K 0.01% 1287
2022
Q4 		$565K Sell
10,979
-537
-5% -$33.1K 0.01% 1338
2022
Q3 		$724K Sell
11,516
-839
-7% -$59.7K 0.01% 1117
2022
Q2 		$852K Buy
12,355
+73
+0.6% +$5.86K 0.01% 1050
2022
Q1 		$972K Hold
12,282
– – 0.01% 980
2021
Q4 		$739K Buy
12,282
+710
+6% +$50.1K 0.01% 1111
2021
Q3 		$938K Buy
+11,572
New +$707K 0.01% 1054

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

Kestra Advisory Services's VTLE Position: Q4 2025 in Review

Kestra Advisory Services sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 16,870 shares — an estimated $285K sold.

Kestra Advisory Services first reported a position in VTLE in Q3 2021 and held it in 17 quarters. The position peaked at $972K in Q1 2022. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Kestra Advisory Services reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Kestra Advisory Services sold 16,870 Vital Energy shares in Q4 2025, an estimated $285K.
  • Kestra Advisory Services first reported a position in Vital Energy in Q3 2021 and held it in 17 quarters.
  • Kestra Advisory Services's Vital Energy position peaked at $972K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Kestra Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.