Rise Advisors’s Vital Energy VTLE Stock Holding History

Rise Advisors’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	-29	Closed	-$490	–	1401
2025 Q3	$490	Sell	29 -27	-48%	-$456	﹤0.01%	1422
2025 Q2	$901	Sell	56 -52	-48%	-$850	﹤0.01%	1301
2025 Q1	$2.29K	Buy	+108	New	+$3.13K	﹤0.01%	1175

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Rise Advisors's VTLE Position: Q4 2025 in Review

Rise Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 29 shares — an estimated $490 sold.

Rise Advisors first reported a position in VTLE in Q1 2025 and held it in 3 quarters. The position peaked at $2.29K in Q1 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Rise Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 29 Vital Energy shares in Q4 2025, an estimated $490.
Rise Advisors first reported a position in Vital Energy in Q1 2025 and held it in 3 quarters.
Rise Advisors's Vital Energy position peaked at $2.29K in Q1 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.