EWA
AMPY icon

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
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 – 4019
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

CF
CDC Financial Chicago, Illinois $121M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $163M AUM 57.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $2.1B AUM 70.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return