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Ritholtz Wealth Management’s PrimeEnergy Resources PNRG Stock Holding History

Ritholtz Wealth Management’s Portfolio PNRG Stock Details PNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,709
Closed -$250K – 1101
2025
Q2 		$250K Sell
1,709
-1,980
-54% -$343K 0.01% 853
2025
Q1 		$841K Buy
+3,689
New +$763K 0.03% 449

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SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ritholtz Wealth Management's PNRG Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of PrimeEnergy Resources (PNRG) in Q3 2025, closing a stake of 1,709 shares — an estimated $250K sold.

Ritholtz Wealth Management first reported a position in PNRG in Q1 2025 and held it in 2 quarters. The position peaked at $841K in Q1 2025. 92 funds tracked by Wall St. Rank hold PNRG as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining PrimeEnergy Resources position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 1,709 PrimeEnergy Resources shares in Q3 2025, an estimated $250K.
  • Ritholtz Wealth Management first reported a position in PrimeEnergy Resources in Q1 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's PrimeEnergy Resources position peaked at $841K in Q1 2025.
  • 92 funds tracked by Wall St. Rank held PrimeEnergy Resources as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.