Position in EQT
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$24,928,042
-$10,713,063 QoQ
Shares Held
391,704
-41.1% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 2.3890488736392785.ToString("F0")%
Shared 0.ToString("F0")%
None 97.61095112636072.ToString("F0")%
Common Shares in EQT Over Time
Shares Held
Position Value (USD)
Derivatives in EQT
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$694,008
PutShares
11,900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $196,088,499 across 31 Oil & Gas E&P names. EQT ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
897,678 | $45,171,156 | |
| 2 | COP |
Conocophillips
|
242,010 | $31,945,320 | |
| 3 | EOG |
Eog Resources Inc
|
183,940 | $26,592,205 | |
| 4 | EQT |
EQT Corp
This page
|
391,704 | $24,928,042 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
157,886 | $10,262,590 | |
| 6 | TPL |
Texas Pacific Land Corp
|
20,845 | $9,892,203 | |
| 7 | APA |
APA Corp
|
148,637 | $6,308,154 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
55,842 | $6,130,334 |
All Filings in EQT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,928,042 | 391,704 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $35,641,105 | 664,946 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,110,214 | 93,886 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $694,008 | 11,900 | Put | Sole | 2025-07-10 | |
| 2025-06-30 | $6,896,340 | 118,250 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $710,619 | 13,300 | Put | Sole | 2025-04-16 | |
| 2025-03-31 | $4,099,042 | 76,718 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $613,263 | 13,300 | Put | Sole | 2025-03-17 | |
| 2024-12-31 | $3,318,675 | 71,973 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,319,736 | 36,019 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,081,406 | 29,243 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,002,150 | 27,034 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,009,103 | 26,102 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $964,830 | 23,776 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||