Mendota Financial Group’s Vital Energy VTLE Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-5	Closed	-$135	–	1149
2024 Q3	$135	Buy	+5	New	+$185	﹤0.01%	787

Other funds holding VTLE

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mendota Financial Group's VTLE Position: Q4 2024 in Review

Mendota Financial Group sold out of Vital Energy (VTLE) in Q4 2024, closing a stake of 5 shares — an estimated $135 sold.

Mendota Financial Group first reported a position in VTLE in Q3 2024 and held it in 1 quarter. The position peaked at $135 in Q3 2024. 230 funds tracked by Wall St. Rank hold VTLE as of Q4 2024.

Mendota Financial Group reported no remaining Vital Energy position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 5 Vital Energy shares in Q4 2024, an estimated $135.
Mendota Financial Group first reported a position in Vital Energy in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Vital Energy position peaked at $135 in Q3 2024.
230 funds tracked by Wall St. Rank held Vital Energy as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.