SSG
VTLE

Summit Securities Group’s Vital Energy VTLE Stock Holding History

Summit Securities Group’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
2024
Q2 		– Sell
-1,500
Closed -$79K – 815
2024
Q1 		$79K Buy
+1,500
New +$69.6K 0.01% 214

Other funds holding VTLE

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

Summit Securities Group's VTLE Position: Q4 2025 in Review

Summit Securities Group sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 16,786 shares — an estimated $284K sold.

Summit Securities Group first reported a position in VTLE in Q1 2024 and held it in 2 quarters. The position peaked at $284K in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

  • Summit Securities Group reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 16,786 Vital Energy shares in Q4 2025, an estimated $284K.
  • Summit Securities Group first reported a position in Vital Energy in Q1 2024 and held it in 2 quarters.
  • Summit Securities Group's Vital Energy position peaked at $284K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.