NRI
VRN

NFP Retirement Inc’s Veren VRN Stock Holding History

NFP Retirement Inc’s Portfolio VRN Stock Details VRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-53,500
Closed -$354K – 306
2025
Q1 		$354K Sell
53,500
-6,500
-11% -$36K 0.03% 212
2024
Q4 		$308K Buy
60,000
+14,250
+31% +$78.3K 0.02% 239
2024
Q3 		$281K Buy
45,750
+1,250
+3% +$8.93K 0.02% 238
2024
Q2 		$350K Sell
44,500
-7,900
-15% -$66.5K 0.03% 212
2024
Q1 		$429K Buy
52,400
+10,900
+26% +$76.4K 0.04% 194
2023
Q4 		$288K Buy
41,500
+1,000
+2% +$7.38K 0.05% 193
2023
Q3 		$336K Buy
40,500
+4,000
+11% +$31.9K 0.06% 173
2023
Q2 		$246K Hold
36,500
– – 0.05% 202
2023
Q1 		$258K Hold
36,500
– – 0.05% 206
2022
Q4 		$261K Hold
36,500
– – 0.06% 205
2022
Q3 		$225K Hold
36,500
– – 0.06% 204
2022
Q2 		$260K Sell
36,500
-1,000
-3% -$7.84K 0.07% 194
2022
Q1 		$272K Hold
37,500
– – 0.06% 186
2021
Q4 		$200K Hold
37,500
– – 0.07% 140
2021
Q3 		$173K Buy
37,500
+6,000
+19% +$22.2K 0.07% 134
2021
Q2 		$143K Sell
31,500
-1,000
-3% -$4.2K 0.06% 133
2021
Q1 		$136K Buy
32,500
+2,500
+8% +$8.82K 0.06% 123
2020
Q4 		$70.2K Buy
30,000
+10,000
+50% +$17.1K 0.04% 115
2020
Q3 		$24.4K Buy
+20,000
New +$32.5K 0.02% 111

Other funds holding VRN

PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

NFP Retirement Inc's VRN Position: Q2 2025 in Review

NFP Retirement Inc sold out of Veren (VRN) in Q2 2025, closing a stake of 53,500 shares — an estimated $354K sold.

NFP Retirement Inc first reported a position in VRN in Q3 2020 and held it in 19 quarters. The position peaked at $429K in Q1 2024. 2 funds tracked by Wall St. Rank hold VRN as of Q2 2025.

  • NFP Retirement Inc reported no remaining Veren position as of Q2 2025 after selling out during the quarter.
  • NFP Retirement Inc sold 53,500 Veren shares in Q2 2025, an estimated $354K.
  • NFP Retirement Inc first reported a position in Veren in Q3 2020 and held it in 19 quarters.
  • NFP Retirement Inc's Veren position peaked at $429K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Veren as of Q2 2025.

Based on NFP Retirement Inc's 13F filing for Q2 2025, filed 12 Aug 2025.