EverSource Wealth Advisors’s Amplify Energy AMPY Stock Holding History

EverSource Wealth Advisors’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	$5.98K	Sell	1,503 -3,277	-69%	-$16.8K	﹤0.01%	3200
2026 Q1	$29.8K	Sell	4,780 -379	-7%	-$2.06K	﹤0.01%	2247
2025 Q4	$23.6K	Sell	5,159 -335	-6%	-$1.67K	﹤0.01%	2275
2025 Q3	$28.8K	Buy	5,494 +286	+5%	+$1.13K	﹤0.01%	2091
2025 Q2	$16.7K	Buy	+5,208	New	+$15.5K	﹤0.01%	2442
2025 Q1	–	Sell	-516	Closed	-$3.1K	–	4018
2024 Q4	$3.1K	Buy	516 +255	+98%	+$1.67K	﹤0.01%	2545
2024 Q3	$1.7K	Hold	261	–	–	﹤0.01%	2589
2024 Q2	$1.96K	Hold	261	–	–	﹤0.01%	2553
2024 Q1	$1.84K	Hold	261	–	–	﹤0.01%	2412
2023 Q4	$1.55K	Buy	+261	New	+$1.69K	﹤0.01%	2256

Other funds holding AMPY

CDC Financial Chicago, Illinois $239M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

EverSource Wealth Advisors's AMPY Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Amplify Energy (AMPY) stake by 69% in Q2 2026, selling an estimated $16.8K and leaving 1,503 shares worth $5.98K. The position accounts for ﹤0.01% of the portfolio, ranked #3200.

EverSource Wealth Advisors first reported a position in AMPY in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.8K in Q1 2026. 129 funds tracked by Wall St. Rank hold AMPY as of Q2 2026.

EverSource Wealth Advisors held 1,503 shares of Amplify Energy worth $5.98K as of Q2 2026.
EverSource Wealth Advisors sold 3,277 Amplify Energy shares in Q2 2026, an estimated $16.8K.
Amplify Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3200 holding.
EverSource Wealth Advisors first reported a position in Amplify Energy in Q4 2023 and has held it in 10 quarters since.
EverSource Wealth Advisors's Amplify Energy position peaked at $29.8K in Q1 2026.
129 funds tracked by Wall St. Rank held Amplify Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.