Creative Planning
AMPY icon

Creative Planning’s Amplify Energy AMPY Stock Holding History

Creative Planning’s Portfolio AMPY Stock Details AMPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.4K Sell
10,912
-273
-2% -$1.4K ﹤0.01% 4132
2026
Q1 		$69.8K Buy
11,185
+257
+2% +$1.4K ﹤0.01% 3959
2025
Q4 		$49.9K Buy
10,928
+61
+0.6% +$304 ﹤0.01% 3801
2025
Q3 		$57.1K Buy
10,867
+68
+0.6% +$268 ﹤0.01% 3748
2025
Q2 		$34.6K Sell
10,799
-9,989
-48% -$29.7K ﹤0.01% 3553
2025
Q1 		$77.7K Buy
+20,788
New +$104K ﹤0.01% 3289
2024
Q4 		– Sell
-10,188
Closed -$66.5K – 3586
2024
Q3 		$66.5K Buy
+10,188
New +$70.6K ﹤0.01% 3065

Other funds holding AMPY

CF
CDC Financial Chicago, Illinois $239M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

Creative Planning's AMPY Position: Q2 2026 in Review

Creative Planning reduced its Amplify Energy (AMPY) stake by 2.4% in Q2 2026, selling an estimated $1.4K and leaving 10,912 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4132.

Creative Planning first reported a position in AMPY in Q3 2024 and has held it in 7 quarters since. The position peaked at $77.7K in Q1 2025. 128 funds tracked by Wall St. Rank hold AMPY as of Q2 2026.

  • Creative Planning held 10,912 shares of Amplify Energy worth $43.4K as of Q2 2026.
  • Creative Planning sold 273 Amplify Energy shares in Q2 2026, an estimated $1.4K.
  • Amplify Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4132 holding.
  • Creative Planning first reported a position in Amplify Energy in Q3 2024 and has held it in 7 quarters since.
  • Creative Planning's Amplify Energy position peaked at $77.7K in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Amplify Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.