Position in NE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$217,607
-$65,624 QoQ
Shares Held
5,834
+1.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#254
of 370 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Drilling
Energy · as of Jun 30, 2026AE Wealth Management LLC holds $317,036 across 2 Oil & Gas Drilling names. NE ranks #1 (68.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NE |
Noble Corp plc
This page
|
5,834 | $217,607 | |
| 2 | PTEN |
Patterson Uti Energy Inc
|
10,832 | $99,429 |
All Filings in NE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,607 | 5,834 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $283,231 | 5,772 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $233,536 | 8,258 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $292,262 | 11,008 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||