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Wellington Shields Capital Management’s Liberty Energy LBRT Stock Holding History

Wellington Shields Capital Management’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,509
Closed -$28.8K – 341
2025
Q2 		$28.8K Buy
+2,509
New +$30.4K ﹤0.01% 306

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Franklin Resources
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American Century Companies
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wellington Shields Capital Management's LBRT Position: Q3 2025 in Review

Wellington Shields Capital Management sold out of Liberty Energy (LBRT) in Q3 2025, closing a stake of 2,509 shares — an estimated $28.8K sold.

Wellington Shields Capital Management first reported a position in LBRT in Q2 2025 and held it in 1 quarter. The position peaked at $28.8K in Q2 2025. 338 funds tracked by Wall St. Rank hold LBRT as of Q3 2025.

  • Wellington Shields Capital Management reported no remaining Liberty Energy position as of Q3 2025 after selling out during the quarter.
  • Wellington Shields Capital Management sold 2,509 Liberty Energy shares in Q3 2025, an estimated $28.8K.
  • Wellington Shields Capital Management first reported a position in Liberty Energy in Q2 2025 and held it in 1 quarter.
  • Wellington Shields Capital Management's Liberty Energy position peaked at $28.8K in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2025.

Based on Wellington Shields Capital Management's 13F filing for Q3 2025, filed 5 Nov 2025.