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 Q2	$137K	Buy	+51,064	New	+$142K	﹤0.01%	2872
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

NewEdge Advisors's EP Position: Q2 2026 in Review

NewEdge Advisors opened a new position in Empire Petroleum (EP) in Q2 2026: 51,064 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #2872 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in EP as recently as Q4 2025.

NewEdge Advisors first reported a position in EP in Q2 2023 and has held it in 12 quarters since. The position peaked at $722K in Q3 2023. 33 funds tracked by Wall St. Rank hold EP as of Q2 2026.

NewEdge Advisors held 51,064 shares of Empire Petroleum worth $137K as of Q2 2026.
Empire Petroleum was a new NewEdge Advisors position in Q2 2026.
Empire Petroleum made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2872 holding.
NewEdge Advisors first reported a position in Empire Petroleum in Q2 2023 and has held it in 12 quarters since.
NewEdge Advisors's Empire Petroleum position peaked at $722K in Q3 2023.
33 funds tracked by Wall St. Rank held Empire Petroleum as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.