Whalen Wealth Management’s EQT Corp EQT Stock Holding History

Whalen 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
2026 Q3	–	Sell	-5,026	Closed	-$267K	–	222
2026 Q2	$267K	Buy	+5,026	New	+$282K	0.12%	169
2025 Q4	–	Sell	-8,176	Closed	-$445K	–	203
2025 Q3	$445K	Buy	+8,176	New	+$432K	0.26%	94
2025 Q1	–	Sell	-10,496	Closed	-$484K	–	136
2024 Q4	$484K	Sell	10,496 -18,200	-63%	-$750K	0.34%	60
2024 Q3	$1.05M	Buy	28,696 +17,353	+153%	+$590K	0.74%	27
2024 Q2	$419K	Sell	11,343 -881	-7%	-$34.5K	0.33%	63
2024 Q1	$453K	Buy	+12,224	New	+$438K	0.34%	55

Other funds holding EQT

OGC

Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CBT

Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

IIM

Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Whalen Wealth Management's EQT Position: Q3 2026 in Review

Whalen Wealth Management sold out of EQT Corp (EQT) in Q3 2026, closing a stake of 5,026 shares — an estimated $267K sold.

Whalen Wealth Management first reported a position in EQT in Q1 2024 and held it in 6 quarters. The position peaked at $1.05M in Q3 2024. 41 funds tracked by Wall St. Rank hold EQT as of Q3 2026.

Whalen Wealth Management reported no remaining EQT Corp position as of Q3 2026 after selling out during the quarter.
Whalen Wealth Management sold 5,026 EQT Corp shares in Q3 2026, an estimated $267K.
Whalen Wealth Management first reported a position in EQT Corp in Q1 2024 and held it in 6 quarters.
Whalen Wealth Management's EQT Corp position peaked at $1.05M in Q3 2024.
41 funds tracked by Wall St. Rank held EQT Corp as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.