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Venturi Wealth Management’s EQT Corp EQT Stock Holding History

Venturi Wealth Management’s Portfolio EQT Stock Details EQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,017
Closed -$93K – 950
2024
Q4 		$93K Buy
2,017
+125
+7% +$5.15K ﹤0.01% 812
2024
Q3 		$69.3K Buy
1,892
+1,697
+870% +$57.7K ﹤0.01% 669
2024
Q2 		$7.21K Buy
+195
New +$7.64K ﹤0.01% 1164
2024
Q1 		– Sell
-64
Closed -$2.48K – 1385
2023
Q4 		$2.48K Buy
64
+39
+156% +$1.58K ﹤0.01% 1167
2023
Q3 		$1.01K Buy
25
+18
+257% +$745 ﹤0.01% 1298
2023
Q2 		$288 Buy
+7
New +$248 ﹤0.01% 1115

Other funds holding EQT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Venturi Wealth Management's EQT Position: Q1 2025 in Review

Venturi Wealth Management sold out of EQT Corp (EQT) in Q1 2025, closing a stake of 2,017 shares — an estimated $93K sold.

Venturi Wealth Management first reported a position in EQT in Q2 2023 and held it in 6 quarters. The position peaked at $93K in Q4 2024. 974 funds tracked by Wall St. Rank hold EQT as of Q1 2025.

  • Venturi Wealth Management reported no remaining EQT Corp position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,017 EQT Corp shares in Q1 2025, an estimated $93K.
  • Venturi Wealth Management first reported a position in EQT Corp in Q2 2023 and held it in 6 quarters.
  • Venturi Wealth Management's EQT Corp position peaked at $93K in Q4 2024.
  • 974 funds tracked by Wall St. Rank held EQT Corp as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.