Ellevest Inc
AMPY icon

Ellevest Inc’s Amplify Energy AMPY Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-21,457
Closed -$85.4K – 456
2026
Q2 		$85.4K Sell
21,457
-23,455
-52% -$120K 0.01% 462
2026
Q1 		$280K Sell
44,912
-141
-0.3% -$767 0.04% 334
2025
Q4 		$206K Sell
45,053
-674
-1% -$3.35K 0.03% 406
2025
Q3 		$240K Sell
45,727
-46,793
-51% -$184K 0.03% 378
2025
Q2 		$296K Buy
92,520
+40,648
+78% +$121K 0.05% 301
2025
Q1 		$194K Buy
+51,872
New +$259K 0.01% 377
2023
Q1 		– Sell
-881
Closed -$7.74K – 1886
2022
Q4 		$7.74K Sell
881
-13,883
-94% -$118K ﹤0.01% 1091
2022
Q3 		$97K Buy
+14,764
New +$100K 0.01% 420

Other funds holding AMPY

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Ellevest Inc's AMPY Position: Q3 2026 in Review

Ellevest Inc sold out of Amplify Energy (AMPY) in Q3 2026, closing a stake of 21,457 shares — an estimated $85.4K sold.

Ellevest Inc first reported a position in AMPY in Q3 2022 and held it in 8 quarters. The position peaked at $296K in Q2 2025. 62 funds tracked by Wall St. Rank hold AMPY as of Q3 2026.

  • Ellevest Inc reported no remaining Amplify Energy position as of Q3 2026 after selling out during the quarter.
  • Ellevest Inc sold 21,457 Amplify Energy shares in Q3 2026, an estimated $85.4K.
  • Ellevest Inc first reported a position in Amplify Energy in Q3 2022 and held it in 8 quarters.
  • Ellevest Inc's Amplify Energy position peaked at $296K in Q2 2025.
  • 62 funds tracked by Wall St. Rank held Amplify Energy as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.