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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
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

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Whalen Wealth Management's EQT Position: Q4 2025 in Review

Whalen Wealth Management sold out of EQT Corp (EQT) in Q4 2025, closing a stake of 8,176 shares — an estimated $445K sold.

Whalen Wealth Management first reported a position in EQT in Q1 2024 and held it in 5 quarters. The position peaked at $1.05M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold EQT as of Q4 2025.

  • Whalen Wealth Management reported no remaining EQT Corp position as of Q4 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 8,176 EQT Corp shares in Q4 2025, an estimated $445K.
  • Whalen Wealth Management first reported a position in EQT Corp in Q1 2024 and held it in 5 quarters.
  • Whalen Wealth Management's EQT Corp position peaked at $1.05M in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held EQT Corp as of Q4 2025.

Based on Whalen Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.