EWA
AMPS

EverSource Wealth Advisors’s Altus Power AMPS Stock Holding History

EverSource Wealth Advisors’s Portfolio AMPS Stock Details AMPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-209
Closed -$1.03K – 4400
2025
Q1 		$1.03K Buy
+209
New +$950 ﹤0.01% 3217

Other funds holding AMPS

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

EverSource Wealth Advisors's AMPS Position: Q2 2025 in Review

EverSource Wealth Advisors sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 209 shares — an estimated $1.03K sold.

EverSource Wealth Advisors first reported a position in AMPS in Q1 2025 and held it in 1 quarter. The position peaked at $1.03K in Q1 2025. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

  • EverSource Wealth Advisors reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 209 Altus Power shares in Q2 2025, an estimated $1.03K.
  • EverSource Wealth Advisors first reported a position in Altus Power in Q1 2025 and held it in 1 quarter.
  • EverSource Wealth Advisors's Altus Power position peaked at $1.03K in Q1 2025.
  • 1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on EverSource Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.