NewEdge Advisors’s Empire Petroleum EP Stock Holding History

NewEdge Advisors’s Portfolio EP Stock Details EP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-56,064	Closed	-$170K	–	4224
2025 Q4	$170K	Hold	56,064	–	–	﹤0.01%	2626
2025 Q3	$253K	Sell	56,064 -14,764	-21%	-$71.2K	﹤0.01%	2281
2025 Q2	$374K	Sell	70,828 -4,172	-6%	-$20.6K	﹤0.01%	1880
2025 Q1	$471K	Hold	75,000	–	–	﹤0.01%	1616
2024 Q4	$570K	Hold	75,000	–	–	﹤0.01%	1463
2024 Q3	$394K	Hold	75,000	–	–	﹤0.01%	1620
2024 Q2	$387K	Hold	75,000	–	–	﹤0.01%	1568
2024 Q1	$383K	Hold	75,000	–	–	﹤0.01%	1504
2023 Q4	$493K	Hold	75,000	–	–	﹤0.01%	1288
2023 Q3	$722K	Hold	75,000	–	–	0.01%	1011
2023 Q2	$683K	Buy	+75,000	New	+$793K	0.01%	1041

Other funds holding EP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCA

Verdence Capital Advisors Hunt Valley, Maryland $1.9B AUM 36.41% 1-Year Est. Return

NewEdge Advisors's EP Position: Q1 2026 in Review

NewEdge Advisors sold out of Empire Petroleum (EP) in Q1 2026, closing a stake of 56,064 shares — an estimated $170K sold.

NewEdge Advisors first reported a position in EP in Q2 2023 and held it in 11 quarters. The position peaked at $722K in Q3 2023. 46 funds tracked by Wall St. Rank hold EP as of Q1 2026.

NewEdge Advisors reported no remaining Empire Petroleum position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 56,064 Empire Petroleum shares in Q1 2026, an estimated $170K.
NewEdge Advisors first reported a position in Empire Petroleum in Q2 2023 and held it in 11 quarters.
NewEdge Advisors's Empire Petroleum position peaked at $722K in Q3 2023.
46 funds tracked by Wall St. Rank held Empire Petroleum as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.