Three Seasons Wealth LLC Acquires New Position in iShares U.S. Energy ETF $IYE

Three Seasons Wealth LLC bought a new position in iShares U.S. Energy ETF (NYSEARCA:IYE) in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 64,694 shares of the company’s stock, valued at approximately $4,190,000. iShares U.S. Energy ETF comprises approximately 1.6% of Three Seasons Wealth LLC’s holdings, making the stock its 14th biggest holding. Three Seasons Wealth LLC owned 0.23% of iShares U.S. Energy ETF as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Financial Partners Group Inc raised its stake in shares of iShares U.S. Energy ETF by 1.9% during the fourth quarter. Financial Partners Group Inc now owns 10,434 shares of the company’s stock worth $496,000 after acquiring an additional 193 shares in the last quarter. Arkadios Wealth Advisors lifted its holdings in shares of iShares U.S. Energy ETF by 1.6% in the 4th quarter. Arkadios Wealth Advisors now owns 13,022 shares of the company’s stock worth $619,000 after acquiring an additional 205 shares during the last quarter. Retirement Planning Group LLC boosted its stake in shares of iShares U.S. Energy ETF by 2.0% in the 4th quarter. Retirement Planning Group LLC now owns 10,851 shares of the company’s stock valued at $516,000 after purchasing an additional 212 shares in the last quarter. Waterloo Capital L.P. boosted its stake in shares of iShares U.S. Energy ETF by 0.7% in the 4th quarter. Waterloo Capital L.P. now owns 37,390 shares of the company’s stock valued at $1,777,000 after purchasing an additional 266 shares in the last quarter. Finally, Vivaldi Capital Management LP grew its holdings in shares of iShares U.S. Energy ETF by 3.3% during the 4th quarter. Vivaldi Capital Management LP now owns 8,974 shares of the company’s stock valued at $427,000 after purchasing an additional 285 shares during the last quarter. Hedge funds and other institutional investors own 52.46% of the company’s stock.

iShares U.S. Energy ETF Stock Performance

IYE stock opened at $60.02 on Thursday. The firm has a market cap of $1.66 billion, a P/E ratio of 15.53 and a beta of 0.44. The firm’s fifty day moving average is $59.86 and its 200 day moving average is $58.18. iShares U.S. Energy ETF has a 52 week low of $44.78 and a 52 week high of $67.07.

iShares U.S. Energy ETF Company Profile

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.