NewEdge Advisors’s Vital Energy VTLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-19,028
Closed -$321K 4387
2025
Q3
$321K Buy
19,028
+1,825
+11% +$30.8K ﹤0.01% 2130
2025
Q2
$277K Sell
17,203
-72
-0.4% -$1.18K ﹤0.01% 2064
2025
Q1
$367K Sell
17,275
-400
-2% -$11.6K ﹤0.01% 1764
2024
Q4
$547K Buy
17,675
+4,787
+37% +$142K ﹤0.01% 1496
2024
Q3
$347K Buy
12,888
+1,400
+12% +$51.8K ﹤0.01% 1714
2024
Q2
$515K Buy
11,488
+90
+0.8% +$4.49K ﹤0.01% 1408
2024
Q1
$599K Buy
11,398
+1,075
+10% +$49.9K 0.01% 1240
2023
Q4
$470K Sell
10,323
-150
-1% -$7.19K ﹤0.01% 1308
2023
Q3
$580K Buy
10,473
+350
+3% +$18.8K 0.01% 1105
2023
Q2
$457K Buy
10,123
+1,575
+18% +$71.2K 0.01% 1236
2023
Q1
$389K Sell
8,548
-1,072
-11% -$53.5K ﹤0.01% 1227
2022
Q4
$495 Buy
+9,620
New +$594K ﹤0.01% 3172

Other funds holding VTLE

NewEdge Advisors's VTLE Position: Q4 2025 in Review

NewEdge Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 19,028 shares — an estimated $321K sold.

NewEdge Advisors first reported a position in VTLE in Q4 2022 and held it in 12 quarters. The position peaked at $599K in Q1 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • NewEdge Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 19,028 Vital Energy shares in Q4 2025, an estimated $321K.
  • NewEdge Advisors first reported a position in Vital Energy in Q4 2022 and held it in 12 quarters.
  • NewEdge Advisors's Vital Energy position peaked at $599K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.