EWA
EC icon

EverSource Wealth Advisors’s Ecopetrol EC Stock Holding History

EverSource Wealth Advisors’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8K Buy
1,111
+297
+36% +$4.3K ﹤0.01% 2612
2026
Q1 		$12.2K Sell
814
-920
-53% -$11.7K ﹤0.01% 2808
2025
Q4 		$17.4K Buy
1,734
+205
+13% +$1.96K ﹤0.01% 2477
2025
Q3 		$14.1K Sell
1,529
-178
-10% -$1.6K ﹤0.01% 2613
2025
Q2 		$15.1K Buy
1,707
+1,555
+1,023% +$13.8K ﹤0.01% 2513
2025
Q1 		$1.59K Buy
152
+150
+7,500% +$1.43K ﹤0.01% 3033
2024
Q4 		$16 Sell
2
-904
-100% -$7.28K ﹤0.01% 3717
2024
Q3 		$8.09K Sell
906
-45
-5% -$455 ﹤0.01% 1982
2024
Q2 		$10.2K Buy
951
+341
+56% +$4.05K ﹤0.01% 1844
2024
Q1 		$7.09K Sell
610
-180
-23% -$2.08K ﹤0.01% 1864
2023
Q4 		$9.41K Buy
790
+454
+135% +$5.5K ﹤0.01% 1576
2023
Q3 		$3.89K Hold
336
– – ﹤0.01% 1804
2023
Q2 		$3.44K Buy
336
+103
+44% +$1.04K ﹤0.01% 1875
2023
Q1 		$2.46K Buy
+233
New +$2.53K ﹤0.01% 1874

Other funds holding EC

THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $362M AUM 29.47% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Ecopetrol (EC) stake by 36% in Q2 2026, buying an estimated $4.3K and bringing the position to 1,111 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

EverSource Wealth Advisors first reported a position in EC in Q1 2023 and has held it in 14 quarters since. The position peaked at $17.4K in Q4 2025. 52 funds tracked by Wall St. Rank hold EC as of Q2 2026.

  • EverSource Wealth Advisors held 1,111 shares of Ecopetrol worth $15.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 297 Ecopetrol shares in Q2 2026, an estimated $4.3K.
  • Ecopetrol made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2612 holding.
  • EverSource Wealth Advisors first reported a position in Ecopetrol in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Ecopetrol position peaked at $17.4K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2026.

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