Steward Partners Investment Advisory’s Energous WATT Stock Holding History

Steward Partners Investment Advisory’s Portfolio WATT Stock Details WATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Hold	0	–	-$3	–	4401
2025 Q2	–	Hold	0	–	–	–	4110
2025 Q1	–	Hold	0	–	–	–	4012
2024 Q4	–	Hold	0	–	–	–	3959
2024 Q3	–	Hold	0	–	–	–	3728
2024 Q2	–	Hold	0	–	–	–	3600
2024 Q1	–	Hold	0	–	–	–	3546
2023 Q4	–	Hold	0	–	–	–	3478
2023 Q3	–	Hold	0	–	–	–	3361
2023 Q2	–	Hold	0	–	–	–	3283
2023 Q1	–	Hold	0	–	–	–	3255
2022 Q4	–	Hold	0	–	–	–	3268
2022 Q3	–	Hold	0	–	–	–	3399
2022 Q2	–	Hold	0	–	–	–	3385
2022 Q1	–	Sell	-1	Closed	-$694	–	3391
2021 Q4	$0	Buy	+1	New	+$1.03K	﹤0.01%	3328
2021 Q3	–	Sell	-17	Closed	-$24.3K	–	3350
2021 Q2	$29K	Hold	17	–	–	﹤0.01%	4318
2021 Q1	$41.5K	Buy	+17	New	+$39.3K	﹤0.01%	2078
2020 Q4	–	Hold	0	–	–	–	3003
2020 Q3	–	Sell	-1	Closed	-$1.96K	–	2695
2020 Q2	$2K	Hold	1	–	–	﹤0.01%	2505
2020 Q1	$0	Hold	1	–	–	﹤0.01%	2719
2019 Q4	$1K	Hold	1	–	–	﹤0.01%	2544
2019 Q3	$2K	Hold	1	–	–	﹤0.01%	2464
2019 Q2	$2K	Buy	+1	New	+$2.92K	﹤0.01%	2473
2018 Q4	–	Sell	-1	Closed	-$6K	–	2146
2018 Q3	$6K	Hold	1	–	–	﹤0.01%	2084
2018 Q2	$10K	Buy	+1	New	+$10.5K	﹤0.01%	1749
2018 Q1	–	Hold	0	–	–	–	1873
2017 Q4	–	Sell	-1	Closed	-$6.29K	–	1588
2017 Q3	$5K	Hold	1	–	–	﹤0.01%	1311
2017 Q2	$11K	Hold	1	–	–	﹤0.01%	1027
2017 Q1	$6K	Hold	1	–	–	﹤0.01%	1089
2016 Q4	$7K	Buy	+1	New	+$9.57K	﹤0.01%	621

Other funds holding WATT

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Steward Partners Investment Advisory's WATT Position: Q3 2025 in Review

Steward Partners Investment Advisory held its Energous (WATT) position steady in Q3 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #4401.

Steward Partners Investment Advisory first reported a position in WATT in Q4 2016 and has held it in 14 quarters since. The position peaked at $41.5K in Q1 2021. 19 funds tracked by Wall St. Rank hold WATT as of Q3 2025.

Steward Partners Investment Advisory held 0 shares of Energous worth $0 as of Q3 2025.
Steward Partners Investment Advisory left its Energous share count unchanged in Q3 2025.
Energous made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q3 2025, its #4401 holding.
Steward Partners Investment Advisory first reported a position in Energous in Q4 2016 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Energous position peaked at $41.5K in Q1 2021.
19 funds tracked by Wall St. Rank held Energous as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.