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Essex Financial Services’s Spruce Power Holding Corp SPRU Stock Holding History

Essex Financial Services’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$99K Hold
24,137
– – 0.01% 782
2025
Q4 		$123K Hold
24,137
– – 0.01% 772
2025
Q3 		$59.1K Hold
24,137
– – ﹤0.01% 746
2025
Q2 		$48.8K Hold
24,137
– – ﹤0.01% 686
2025
Q1 		$58.2K Hold
24,137
– – ﹤0.01% 627
2024
Q4 		$71.7K Hold
24,137
– – 0.01% 627
2024
Q3 		$61.5K Hold
24,137
– – ﹤0.01% 622
2024
Q2 		$74.8K Hold
24,137
– – 0.01% 610
2024
Q1 		$95.8K Hold
24,137
– – 0.01% 534
2023
Q4 		$107K Sell
24,137
-1
-0% -$4 0.01% 497
2023
Q3 		$131K Hold
24,138
– – 0.02% 455
2023
Q2 		$157K Hold
24,138
– – 0.02% 460
2023
Q1 		$158K Buy
+24,138
New +$207K 0.02% 471

Other funds holding SPRU

SPH
Steel Partners Holdings New York $96.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Essex Financial Services's SPRU Position: Q1 2026 in Review

Essex Financial Services held its Spruce Power Holding Corp (SPRU) position steady in Q1 2026 at 24,137 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #782.

Essex Financial Services first reported a position in SPRU in Q1 2023 and has held it in 13 quarters since. The position peaked at $158K in Q1 2023. 47 funds tracked by Wall St. Rank hold SPRU as of Q1 2026.

  • Essex Financial Services held 24,137 shares of Spruce Power Holding Corp worth $99K as of Q1 2026.
  • Essex Financial Services left its Spruce Power Holding Corp share count unchanged in Q1 2026.
  • Spruce Power Holding Corp made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #782 holding.
  • Essex Financial Services first reported a position in Spruce Power Holding Corp in Q1 2023 and has held it in 13 quarters since.
  • Essex Financial Services's Spruce Power Holding Corp position peaked at $158K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.