LPL Financial
EPSN icon

LPL Financial’s Epsilon Energy EPSN Stock Holding History

LPL Financial’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.81M Buy
456,361
+139,331
+44% +$711K ﹤0.01% 3189
2025
Q4 		$1.47M Buy
317,030
+20,345
+7% +$98.1K ﹤0.01% 3688
2025
Q3 		$1.5M Buy
296,685
+96,395
+48% +$584K ﹤0.01% 3604
2025
Q2 		$1.48M Buy
200,290
+18,605
+10% +$133K ﹤0.01% 3395
2025
Q1 		$1.28M Buy
181,685
+37,455
+26% +$245K ﹤0.01% 3332
2024
Q4 		$896K Buy
144,230
+12,550
+10% +$74K ﹤0.01% 3583
2024
Q3 		$772K Sell
131,680
-35,850
-21% -$192K ﹤0.01% 3634
2024
Q2 		$913K Buy
167,530
+100,050
+148% +$540K ﹤0.01% 3343
2024
Q1 		$371K Sell
67,480
-44,350
-40% -$221K ﹤0.01% 4034
2023
Q4 		$568K Sell
111,830
-64,650
-37% -$345K ﹤0.01% 3566
2023
Q3 		$932K Buy
176,480
+53,180
+43% +$296K ﹤0.01% 2955
2023
Q2 		$658K Buy
+123,300
New +$637K ﹤0.01% 3210

Other funds holding EPSN

SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $142M AUM 130.51% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAPAIJV
Paragon Associates & Paragon Associates II Joint Venture Dallas, Texas $73.6M AUM 61.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's EPSN Position: Q1 2026 in Review

LPL Financial increased its Epsilon Energy (EPSN) stake by 44% in Q1 2026, buying an estimated $711K and bringing the position to 456,361 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #3189.

LPL Financial first reported a position in EPSN in Q2 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold EPSN as of Q1 2026.

  • LPL Financial held 456,361 shares of Epsilon Energy worth $2.81M as of Q1 2026.
  • LPL Financial bought 139,331 Epsilon Energy shares in Q1 2026, an estimated $711K.
  • Epsilon Energy made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3189 holding.
  • LPL Financial first reported a position in Epsilon Energy in Q2 2023 and has held it in 12 quarters since.
  • 103 funds tracked by Wall St. Rank held Epsilon Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.