Prudential Financial
IYE icon

Prudential Financial’s iShares US Energy ETF IYE Stock Holding History

Prudential Financial’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15,319
Closed -$710K – 2513
2024
Q3 		$710K Buy
15,319
+1,049
+7% +$49.4K ﹤0.01% 2065
2024
Q2 		$685K Buy
14,270
+831
+6% +$40.6K ﹤0.01% 2027
2024
Q1 		$664K Buy
13,439
+1,603
+14% +$72.1K ﹤0.01% 2042
2023
Q4 		$522K Buy
11,836
+3,945
+50% +$177K ﹤0.01% 2123
2023
Q3 		$374K Buy
+7,891
New +$364K ﹤0.01% 2183
2023
Q1 		– Sell
-28,365
Closed -$1.32M – 2630
2022
Q4 		$1.32M Sell
28,365
-1,336,628
-98% -$62.5M ﹤0.01% 1558
2022
Q3 		$54M Sell
1,364,993
-9,314
-0.7% -$382K 0.09% 221
2022
Q2 		$53.5M Sell
1,374,307
-50,293
-4% -$2.14M 0.08% 241
2022
Q1 		$58.3M Buy
1,424,600
+8,455
+0.6% +$312K 0.08% 253
2021
Q4 		$42.8M Buy
1,416,145
+1,302,714
+1,148% +$40.1M 0.05% 308
2021
Q3 		$3.04M Sell
113,431
-29,045
-20% -$780K ﹤0.01% 1252
2021
Q2 		$4.14M Buy
142,476
+35,092
+33% +$977K 0.01% 1109
2021
Q1 		$2.82M Buy
+107,384
New +$2.64M ﹤0.01% 1297

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Prudential Financial's IYE Position: Q4 2024 in Review

Prudential Financial sold out of iShares US Energy ETF (IYE) in Q4 2024, closing a stake of 15,319 shares — an estimated $710K sold.

Prudential Financial first reported a position in IYE in Q1 2021 and held it in 13 quarters. The position peaked at $58.3M in Q1 2022. 304 funds tracked by Wall St. Rank hold IYE as of Q4 2024.

  • Prudential Financial reported no remaining iShares US Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 15,319 iShares US Energy ETF shares in Q4 2024, an estimated $710K.
  • Prudential Financial first reported a position in iShares US Energy ETF in Q1 2021 and held it in 13 quarters.
  • Prudential Financial's iShares US Energy ETF position peaked at $58.3M in Q1 2022.
  • 304 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.