LRI Investments’s Vital Energy VTLE Stock Holding History

LRI Investments’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	-168	Closed	-$2.84K	–	1412
2025 Q3	$2.84K	Hold	168	–	–	﹤0.01%	1152
2025 Q2	$2.7K	Buy	168 +132	+367%	+$2.16K	﹤0.01%	1126
2025 Q1	$764	Buy	+36	New	+$1.04K	﹤0.01%	1169

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

LRI Investments's VTLE Position: Q4 2025 in Review

LRI Investments sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 168 shares — an estimated $2.84K sold.

LRI Investments first reported a position in VTLE in Q1 2025 and held it in 3 quarters. The position peaked at $2.84K in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

LRI Investments reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
LRI Investments sold 168 Vital Energy shares in Q4 2025, an estimated $2.84K.
LRI Investments first reported a position in Vital Energy in Q1 2025 and held it in 3 quarters.
LRI Investments's Vital Energy position peaked at $2.84K in Q3 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.