Newbridge Financial Services Group’s Energous WATT Stock Holding History

Newbridge Financial Services Group’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 Q1	–	Hold	0	–	-$2	–	1166
2024 Q4	–	Hold	0	–	–	–	1132
2024 Q3	–	Sell	-1	Closed	-$25	–	657
2024 Q2	$29	Hold	1	–	–	﹤0.01%	1073
2024 Q1	$55	Hold	1	–	–	﹤0.01%	1154
2023 Q4	$49	Hold	1	–	–	﹤0.01%	1100
2023 Q3	$43	Hold	1	–	–	﹤0.01%	1262
2023 Q2	$132	Hold	1	–	–	﹤0.01%	1300
2023 Q1	$297	Hold	1	–	–	﹤0.01%	1342
2022 Q4	$460	Hold	1	–	–	﹤0.01%	1362
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	1349
2022 Q2	$1K	Buy	+1	New	+$609	﹤0.01%	1316

Other funds holding WATT

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

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

CWM

Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return

Newbridge Financial Services Group's WATT Position: Q1 2025 in Review

Newbridge Financial Services Group held its Energous (WATT) position steady in Q1 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Newbridge Financial Services Group first reported a position in WATT in Q2 2022 and has held it in 9 quarters since. The position peaked at $1K in Q3 2022. 31 funds tracked by Wall St. Rank hold WATT as of Q1 2025.

Newbridge Financial Services Group held 0 shares of Energous worth $0 as of Q1 2025.
Newbridge Financial Services Group left its Energous share count unchanged in Q1 2025.
Energous made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2025, its #1166 holding.
Newbridge Financial Services Group first reported a position in Energous in Q2 2022 and has held it in 9 quarters since.
Newbridge Financial Services Group's Energous position peaked at $1K in Q3 2022.
31 funds tracked by Wall St. Rank held Energous as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.