Pinnacle Holdings’s Vital Energy VTLE Stock Holding History

Pinnacle Holdings’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-23,779	Closed	-$402K	–	269
2025 Q3	$402K	Sell	23,779 -38	-0.2%	-$642	0.14%	143
2025 Q2	$383K	Buy	23,817 +1,241	+5%	+$20.3K	0.14%	149
2025 Q1	$479K	Buy	22,576 +1,438	+7%	+$41.7K	0.18%	141
2024 Q4	$654K	Sell	21,138 -171	-0.8%	-$5.07K	0.25%	124
2024 Q3	$573K	Buy	21,309 +606	+3%	+$22.4K	0.22%	125
2024 Q2	$928K	Buy	20,703 +772	+4%	+$38.5K	0.38%	96
2024 Q1	$1.05M	Buy	19,931 +1,772	+10%	+$82.2K	0.42%	88
2023 Q4	$826K	Buy	+18,159	New	+$870K	0.34%	108

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Pinnacle Holdings's VTLE Position: Q4 2025 in Review

Pinnacle Holdings sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 23,779 shares — an estimated $402K sold.

Pinnacle Holdings first reported a position in VTLE in Q4 2023 and held it in 8 quarters. The position peaked at $1.05M in Q1 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Pinnacle Holdings reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Pinnacle Holdings sold 23,779 Vital Energy shares in Q4 2025, an estimated $402K.
Pinnacle Holdings first reported a position in Vital Energy in Q4 2023 and held it in 8 quarters.
Pinnacle Holdings's Vital Energy position peaked at $1.05M in Q1 2024.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Pinnacle Holdings's 13F filing for Q4 2025, filed 12 Feb 2026.