NAS
PR

Nicolet Advisory Services’s Permian Resources PR Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$192K Buy
13,723
+240
+2% +$3.22K 0.01% 409
2025
Q3 		$170K Buy
+13,483
New +$185K 0.01% 402

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nicolet Advisory Services's PR Position: Q4 2025 in Review

Nicolet Advisory Services increased its Permian Resources (PR) stake by 1.8% in Q4 2025, buying an estimated $3.22K and bringing the position to 13,723 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #409.

Nicolet Advisory Services first reported a position in PR in Q3 2025 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold PR as of Q4 2025.

  • Nicolet Advisory Services held 13,723 shares of Permian Resources worth $192K as of Q4 2025.
  • Nicolet Advisory Services bought 240 Permian Resources shares in Q4 2025, an estimated $3.22K.
  • Permian Resources made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #409 holding.
  • Nicolet Advisory Services first reported a position in Permian Resources in Q3 2025 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held Permian Resources as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.