Scout Investments, Inc., an affiliate of Carillon Tower Advisers, just lately launched its third-quarter 2025 investor letter for “Carillon Scout Mid Cap Fund”. A duplicate of the letter could be downloaded right here. The Russell Midcap Index posted constructive returns within the quarter, fueled by sturdy company earnings, the continued momentum in synthetic intelligence (AI) infrastructure, and the anticipation of the U.S. Federal Reserve’s (Fed) rates of interest. As well as, please test the fund’s prime 5 holdings to know its greatest picks in 2025.
In its third-quarter 2025 investor letter, Carillon Scout Mid Cap Fund highlighted shares akin to EQT Company (NYSE:EQT). EQT Company (NYSE:EQT) is a pure gasoline manufacturing firm. The one-month return of EQT Company (NYSE:EQT) was 4.66%, and its shares gained 31.13% of their worth during the last 52 weeks. On December 02, 2025, EQT Company (NYSE:EQT) inventory closed at $58.60 per share, with a market capitalization of $36.57 billion.
Carillon Scout Mid Cap Fund said the next relating to EQT Company (NYSE:EQT) in its third quarter 2025 investor letter:
“EQT Company (NYSE:EQT), a pure gasoline producer and transmitter, underperformed as sentiment round pure gasoline weakened over the summer season as provide grew forward of demand. As new liquefied pure gasoline (LNG) export services come on-line this fall and AI-related energy demand emerges within the coming years, we anticipate demand will rise to make use of these provides and extra.”
EQT Company (NYSE:EQT) is just not on our listing of 30 Most Fashionable Shares Amongst Hedge Funds. As per our database, 82 hedge fund portfolios held EQT Company (NYSE:EQT) on the finish of the third quarter, which was 96 within the earlier quarter. Whereas we acknowledge the potential of EQT Company (NYSE:EQT) as an funding, we imagine sure AI shares supply larger upside potential and carry much less draw back danger. When you’re searching for an especially undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring pattern, see our free report on the greatest short-term AI inventory.
In one other article, we coated EQT Company (NYSE:EQT) and shared the listing of greatest commodity shares to purchase. As well as, please try our hedge fund investor letters Q3 2025 web page for extra investor letters from hedge funds and different main traders.
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Disclosure: None. This text is initially printed at Insider Monkey.
