EWA
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EverSource Wealth Advisors’s Ivanhoe Electric IE Stock Holding History

EverSource Wealth Advisors’s Portfolio IE Stock Details IE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37K Sell
143
-522
-78% -$6.59K ﹤0.01% 3864
2026
Q1 		$7.86K Sell
665
-261
-28% -$4.09K ﹤0.01% 3049
2025
Q4 		$14.8K Buy
926
+797
+618% +$11.4K ﹤0.01% 2583
2025
Q3 		$1.62K Hold
129
– – ﹤0.01% 3580
2025
Q2 		$1.17K Buy
129
+79
+158% +$548 ﹤0.01% 3687
2025
Q1 		$291 Buy
50
+30
+150% +$190 ﹤0.01% 3606
2024
Q4 		$151 Buy
+20
New +$185 ﹤0.01% 3484
2023
Q1 		– Sell
-313
Closed -$3.8K – 2453
2022
Q4 		$3.8K Buy
313
+126
+67% +$1.32K ﹤0.01% 1707
2022
Q3 		$2K Buy
+187
New +$1.71K ﹤0.01% 1677

Other funds holding IE

GRA
Goehring & Rozencwajg Associates New York $1.74B AUM 48.6% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $984M AUM 72.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
Tannin Capital Charlotte, North Carolina $152M AUM
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Ivanhoe Electric (IE) stake by 78% in Q2 2026, selling an estimated $6.59K and leaving 143 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3864.

EverSource Wealth Advisors first reported a position in IE in Q3 2022 and has held it in 9 quarters since. The position peaked at $14.8K in Q4 2025. 53 funds tracked by Wall St. Rank hold IE as of Q2 2026.

  • EverSource Wealth Advisors held 143 shares of Ivanhoe Electric worth $1.37K as of Q2 2026.
  • EverSource Wealth Advisors sold 522 Ivanhoe Electric shares in Q2 2026, an estimated $6.59K.
  • Ivanhoe Electric made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3864 holding.
  • EverSource Wealth Advisors first reported a position in Ivanhoe Electric in Q3 2022 and has held it in 9 quarters since.
  • EverSource Wealth Advisors's Ivanhoe Electric position peaked at $14.8K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2026.

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