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PR

NewEdge Advisors’s Permian Resources PR Stock Holding History

NewEdge Advisors’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.9K Sell
2,060
-485
-19% -$8.37K ﹤0.01% 2963
2025
Q4 		$35.7K Sell
2,545
-1,229
-33% -$16.5K ﹤0.01% 3062
2025
Q3 		$48.3K Sell
3,774
-15,246
-80% -$209K ﹤0.01% 2835
2025
Q2 		$259K Buy
19,020
+17,266
+984% +$222K ﹤0.01% 2099
2025
Q1 		$24.3K Buy
+1,754
New +$25.1K ﹤0.01% 2798
2024
Q4 		– Sell
-13,825
Closed -$188K – 3997
2024
Q3 		$188K Buy
13,825
+151
+1% +$2.22K ﹤0.01% 2018
2024
Q2 		$221K Buy
13,674
+1,356
+11% +$22.5K ﹤0.01% 1865
2024
Q1 		$218K Sell
12,318
-7,890
-39% -$116K ﹤0.01% 1804
2023
Q4 		$268K Buy
+20,208
New +$277K ﹤0.01% 1597
2023
Q2 		– Sell
-150
Closed -$1.53K – 3602
2023
Q1 		$1.57K Sell
150
-350
-70% -$3.57K ﹤0.01% 3084
2022
Q4 		$5 Buy
+500
New +$4.79K ﹤0.01% 3813

Other funds holding PR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

NewEdge Advisors's PR Position: Q1 2026 in Review

NewEdge Advisors reduced its Permian Resources (PR) stake by 19% in Q1 2026, selling an estimated $8.37K and leaving 2,060 shares worth $43.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2963.

NewEdge Advisors first reported a position in PR in Q4 2022 and has held it in 11 quarters since. The position peaked at $268K in Q4 2023. 614 funds tracked by Wall St. Rank hold PR as of Q1 2026.

  • NewEdge Advisors held 2,060 shares of Permian Resources worth $43.9K as of Q1 2026.
  • NewEdge Advisors sold 485 Permian Resources shares in Q1 2026, an estimated $8.37K.
  • Permian Resources made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2963 holding.
  • NewEdge Advisors first reported a position in Permian Resources in Q4 2022 and has held it in 11 quarters since.
  • NewEdge Advisors's Permian Resources position peaked at $268K in Q4 2023.
  • 614 funds tracked by Wall St. Rank held Permian Resources as of Q1 2026.

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