HTG Investment Advisors’s Altus Power AMPS Stock Holding History

HTG Investment 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	-65,148	Closed	-$322K	–	75
2025 Q1	$322K	Hold	65,148	–	–	0.13%	51
2024 Q4	$265K	Hold	65,148	–	–	0.12%	57
2024 Q3	$207K	Buy	65,148 +5,148	+9%	+$18.3K	0.1%	64
2024 Q2	$235K	Hold	60,000	–	–	0.13%	54
2024 Q1	$287K	Hold	60,000	–	–	0.17%	53
2023 Q4	$410K	Hold	60,000	–	–	0.27%	42
2023 Q3	$315K	Hold	60,000	–	–	0.25%	44
2023 Q2	$324K	Buy	+60,000	New	+$296K	0.27%	43

Other funds holding AMPS

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HTG Investment Advisors's AMPS Position: Q2 2025 in Review

HTG Investment Advisors sold out of Altus Power (AMPS) in Q2 2025, closing a stake of 65,148 shares — an estimated $322K sold.

HTG Investment Advisors first reported a position in AMPS in Q2 2023 and held it in 8 quarters. The position peaked at $410K in Q4 2023. 1 fund tracked by Wall St. Rank holds AMPS as of Q2 2025.

HTG Investment Advisors reported no remaining Altus Power position as of Q2 2025 after selling out during the quarter.
HTG Investment Advisors sold 65,148 Altus Power shares in Q2 2025, an estimated $322K.
HTG Investment Advisors first reported a position in Altus Power in Q2 2023 and held it in 8 quarters.
HTG Investment Advisors's Altus Power position peaked at $410K in Q4 2023.
1 fund tracked by Wall St. Rank held Altus Power as of Q2 2025.

Based on HTG Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.