LPL Financial
WATT icon

LPL Financial’s Energous WATT Stock Holding History

LPL Financial’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-732
Closed -$5.99K – 6000
2025
Q2 		$5.99K Buy
732
+4
+0.5% +$33 ﹤0.01% 5537
2025
Q1 		$5.96K Buy
728
+187
+35% +$2.52K ﹤0.01% 5331
2024
Q4 		$16.4K Buy
+541
New +$8.68K ﹤0.01% 5221
2023
Q3 		– Sell
-51
Closed -$7.28K – 4804
2023
Q2 		$7.28K Sell
51
-3
-6% -$641 ﹤0.01% 4570
2023
Q1 		$17.5K Hold
54
– – ﹤0.01% 4423
2022
Q4 		$27.1K Sell
54
-2
-4% -$1.21K ﹤0.01% 4337
2022
Q3 		$34K Buy
56
+4
+8% +$2.9K ﹤0.01% 4277
2022
Q2 		$31K Sell
52
-2
-4% -$1.22K ﹤0.01% 4293
2022
Q1 		$39K Sell
54
-4
-7% -$2.77K ﹤0.01% 4078
2021
Q4 		$43K Sell
58
-11
-16% -$11.4K ﹤0.01% 4247
2021
Q3 		$86K Sell
69
-2
-3% -$2.86K ﹤0.01% 4173
2021
Q2 		$122K Buy
71
+4
+6% +$7.26K ﹤0.01% 4024
2021
Q1 		$164K Buy
67
+37
+123% +$85.6K ﹤0.01% 3824
2020
Q4 		$32K Hold
30
– – ﹤0.01% 3760
2020
Q3 		$53K Buy
30
+7
+30% +$13.7K ﹤0.01% 3428
2020
Q2 		$39K Buy
+23
New +$27K ﹤0.01% 3370
2019
Q2 		– Sell
-30
Closed -$115K – 3356
2019
Q1 		$115K Buy
+30
New +$130K ﹤0.01% 3057
2018
Q3 		– Sell
-21
Closed -$189K – 3313
2018
Q2 		$189K Sell
21
-9
-30% -$94.5K ﹤0.01% 2997
2018
Q1 		$293K Buy
+30
New +$355K ﹤0.01% 2631

Other funds holding WATT

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

LPL Financial's WATT Position: Q3 2025 in Review

LPL Financial sold out of Energous (WATT) in Q3 2025, closing a stake of 732 shares — an estimated $5.99K sold.

LPL Financial first reported a position in WATT in Q1 2018 and held it in 19 quarters. The position peaked at $293K in Q1 2018. 19 funds tracked by Wall St. Rank hold WATT as of Q3 2025.

  • LPL Financial reported no remaining Energous position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 732 Energous shares in Q3 2025, an estimated $5.99K.
  • LPL Financial first reported a position in Energous in Q1 2018 and held it in 19 quarters.
  • LPL Financial's Energous position peaked at $293K in Q1 2018.
  • 19 funds tracked by Wall St. Rank held Energous as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.