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Ritholtz Wealth Management’s Epsilon Energy EPSN Stock Holding History

Ritholtz Wealth Management’s Portfolio EPSN Stock Details EPSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
28,974
+9,799
+51% +$58.1K ﹤0.01% 1258
2026
Q1 		$118K Sell
19,175
-13,151
-41% -$67.1K ﹤0.01% 1167
2025
Q4 		$150K Buy
32,326
+12,578
+64% +$60.6K ﹤0.01% 1078
2025
Q3 		$99.5K Sell
19,748
-11,942
-38% -$72.4K ﹤0.01% 1023
2025
Q2 		$234K Buy
31,690
+10,319
+48% +$73.6K 0.01% 874
2025
Q1 		$151K Buy
+21,371
New +$140K ﹤0.01% 891
2024
Q3 		– Sell
-17,739
Closed -$96.7K – 878
2024
Q2 		$96.7K Sell
17,739
-2,089
-11% -$11.3K ﹤0.01% 803
2024
Q1 		$109K Sell
19,828
-2,287
-10% -$11.4K ﹤0.01% 768
2023
Q4 		$112K Sell
22,115
-1,758
-7% -$9.39K ﹤0.01% 727
2023
Q3 		$126K Buy
23,873
+5,715
+31% +$31.8K 0.01% 672
2023
Q2 		$97K Sell
18,158
-3,319
-15% -$17.2K ﹤0.01% 655
2023
Q1 		$115K Sell
21,477
-22,279
-51% -$127K 0.01% 620
2022
Q4 		$290K Buy
43,756
+5,669
+15% +$39.1K 0.02% 459
2022
Q3 		$241K Buy
38,087
+17,459
+85% +$114K 0.01% 610
2022
Q2 		$121K Buy
+20,628
New +$140K 0.01% 521

Other funds holding EPSN

SCM
Solas Capital Management Darien, Connecticut $187M AUM 12.91% 1-Year Est. Return
YEPX
Yorktown Energy Partners XI New York $108M AUM 57.73% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $47.6M AUM 46.93% 1-Year Est. Return
YEPI
Yorktown Energy Partners IX New York $36.1M AUM 16.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Ballast Asset Management Dallas, Texas $251M AUM 53.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Ritholtz Wealth Management's EPSN Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Epsilon Energy (EPSN) stake by 51% in Q2 2026, buying an estimated $58.1K and bringing the position to 28,974 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Ritholtz Wealth Management first reported a position in EPSN in Q2 2022 and has held it in 15 quarters since. The position peaked at $290K in Q4 2022. 103 funds tracked by Wall St. Rank hold EPSN as of Q2 2026.

  • Ritholtz Wealth Management held 28,974 shares of Epsilon Energy worth $157K as of Q2 2026.
  • Ritholtz Wealth Management bought 9,799 Epsilon Energy shares in Q2 2026, an estimated $58.1K.
  • Epsilon Energy made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1258 holding.
  • Ritholtz Wealth Management first reported a position in Epsilon Energy in Q2 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Epsilon Energy position peaked at $290K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Epsilon Energy as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.